Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Equities Schedule of Fees and Charges for Exchange Services With Respect to Regulatory Fees Related to the Central Registration Depository, Which Are Collected by the Financial Industry Regulatory Authority, Inc., 2473-2475 [2013-00352]
Download as PDF
Federal Register / Vol. 78, No. 8 / Friday, January 11, 2013 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–00354 Filed 1–10–13; 8:45 am]
BILLING CODE P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68588; File No. SR–
NYSEARCA–2012–143]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Equities Schedule of Fees and
Charges for Exchange Services With
Respect to Regulatory Fees Related to
the Central Registration Depository,
Which Are Collected by the Financial
Industry Regulatory Authority, Inc.
January 4, 2013.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on December
21, 2012, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
mstockstill on DSK4VPTVN1PROD with
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
NYSE Arca Equities Schedule of Fees
and Charges for Exchange Services (the
‘‘Fee Schedule’’) with respect to
regulatory fees related to the Central
Registration Depository (‘‘CRD system’’),
which are collected by the Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’). The Exchange proposes to
implement the fee changes on January 2,
2013. The text of the proposed rule
change is available on the Exchange’s
Web site at www.nyse.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
23 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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16:38 Jan 10, 2013
Jkt 229001
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
Fee Schedule with respect to regulatory
fees related to the CRD system, which
are collected by FINRA.4 The Exchange
proposes to implement the fee changes
on January 2, 2013.
Certain of the regulatory fees provided
in the Fee Schedule are collected and
retained by FINRA via the CRD system
for the registration of associated persons
of ETP Holders that are not FINRA
members (‘‘Non-FINRA ETP Holders’’).
The Exchange originally adopted fees
for use of the CRD system in 2005.5
FINRA recently amended certain of the
fees assessed for use of the CRD system,
and those amendments will become
effective January 2, 2013.6
The CRD system fees are user-based
and there is no distinction in the cost
incurred by FINRA if the user is a
FINRA member or a Non-FINRA ETP
Holder. Accordingly, the Exchange is
proposing to amend the fees in the Fee
Schedule to mirror those assessed by
FINRA, which will be implemented
concurrently with the amended FINRA
4 The CRD system is the central licensing and
registration system for the U.S. securities industry.
The CRD system enables individuals and firms
seeking registration with multiple states and selfregulatory organizations to do so by submitting a
single form, fingerprint card and a combined
payment of fees to FINRA. Through the CRD
system, FINRA maintains the qualification,
employment and disciplinary histories of registered
associated persons of broker-dealers.
5 See Securities Exchange Act Release No. 51641
(May 2, 2005), 70 FR 24155 (May 6, 2005) (SR–
PCX–2005–49).
6 See Securities Exchange Act Release No. 67247
(June 25, 2012), 77 FR 38866 (June 29, 2012) (SR–
FINRA–2012–030).
PO 00000
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Fmt 4703
Sfmt 4703
2473
fees on January 2, 2013.7 The proposed
changes are as follows: 8
• Increasing the disclosure processing
fee from $95 to $110; 9 and
• Increasing the manual fingerprint
processing fee from $13 to $30.10
In addition to increasing the existing
CRD system fees, FINRA adopted a new
fee for the additional processing of each
initial or amended Form BD that
includes the initial reporting,
amendment, or certification of one or
more disclosure events or
proceedings.11 Broker-dealers use Form
BD to, among other things, report
disclosure matters in which they or a
control affiliate have been involved.
Prior to the adoption of the new fee,
FINRA did not have a fee designed to
cover the costs associated with the
review of Form BD, notwithstanding
that the review is similar to that
performed of broker-dealers’ Forms U4
and U5. Such reviews include
confirming that the matter is properly
reported, reviewing any documentation
submitted and determining whether
additional documentation is required,
conducting any necessary independent
research and, depending on the matter
reported, analyzing whether the event or
proceeding subjects the individual or
firm to a statutory disqualification
pursuant to Section 3(a)(39) of the Act.12
7 The Exchange notes that it has only adopted the
CRD system fees charged by FINRA to Non-FINRA
ETP Holders when such fees are applicable. In this
regard, certain FINRA CRD system fees and
requirements are specific to FINRA members, but
do not apply to NYSE Arca-only ETP Holders.
8 The Exchange is proposing to delete the current
fees and descriptions in their entirety and replace
them with the updated fees and descriptions in a
separate table that will include all the fees
applicable to Non-FINRA ETP Holders, as discussed
further below. In this regard, the Exchange is
proposing a new subheading in the ‘‘Regulatory
Fees’’ section of the Fee Schedule to differentiate
between those fees that are applicable to all ETP
Holders and those fees that are applicable only to
Non-FINRA ETP Holders. The Exchange notes that
ETP Holders that are also FINRA members are
charged CRD system fees according to Section (4)
of Schedule A to the FINRA By-laws.
9 See Section (4)(b)(3) of Schedule A to the FINRA
By-laws effective on January 2, 2013. The updated
description in the Fee Schedule for this fee would
be ‘‘additional processing of each initial or
amended Form U4, Form U5 or Form BD that
includes the initial reporting, amendment, or
certification of one or more disclosure events or
proceedings.’’ As noted below, this would
incorporate the applicability of the fee to Form BD
processing.
10 See Section (4)(b)(6) of Schedule A to the
FINRA By-laws effective on January 2, 2013. The
updated description in the Fee Schedule for this fee
would be ‘‘processing and posting to the CRD
system each set of fingerprint results and
identifying information that have been processed
through another self-regulatory organization and
submitted to FINRA.’’
11 See Section (4)(b)(3) of Schedule A to the
FINRA By-laws effective on January 2, 2013.
12 15 U.S.C. 78c(a)(39).
E:\FR\FM\11JAN1.SGM
11JAN1
2474
Federal Register / Vol. 78, No. 8 / Friday, January 11, 2013 / Notices
FINRA adopted a $110 fee for the
review of a Form BD, which mirrors the
increased fee adopted for the review of
Forms U4 and U5. As such, the
Exchange is adopting the identical fee
for FINRA’s review of a Form BD
submitted by Non-FINRA ETP
Holders.13
The Exchange also proposes to
include in its Fee Schedule certain other
fees that are charged by FINRA to
FINRA members as well as Non-FINRA
ETP Holders. These fees are as
follows: 14
• $100 for each initial Form U4 filed
for the registration of a representative or
principal; 15
• $15 for processing and posting to
the CRD system each set of fingerprints
submitted electronically to FINRA, plus
any other charge that may be imposed
by the U.S. Department of Justice for
processing each set of fingerprints; 16
• $30 for processing and posting to
the CRD system each set of fingerprint
cards submitted in non-electronic
format to FINRA, plus any other charge
that may be imposed by the U.S.
Department of Justice for processing
each set of fingerprints; 17 and
• $45 annually for system processing
for each registered representative and
principal.18
The Exchange notes that the proposed
change is not otherwise intended to
address any other issues surrounding
regulatory fees and that the Exchange is
not aware of any problems that ETP
Holders would have in complying with
the proposed change.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,19 in general, and
furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,20 in
13 See
supra note 9.
ETP Holders have been charged
CRD system fees since 2005. See supra note 5.
15 See Section (4)(b)(1) of Schedule A to the
FINRA By-laws effective on January 2, 2013. This
fee is assessed when a Non-FINRA ETP Holder
submits its first Initial, Transfer, Relicense, or Dual
Registration Form U4 filing on behalf of a registered
person. The current applicable fee is $85.
16 See Section (4)(b)(4) of Schedule A to the
FINRA By-laws effective on January 2, 2013. The
current applicable fee is $13.
17 See Section (4)(b)(5) of Schedule A to the
FINRA By-laws effective on January 2, 2013. The
current applicable fee is $13.
18 See Section (4)(b)(7) of Schedule A to the
FINRA By-laws effective on January 2, 2013. The
current applicable fee is $30. The proposed system
processing fee would become effective for the 2013
Renewal Program. In this regard, as part of FINRA’s
2013 Renewal Program, Preliminary Renewal
Statements reflecting the proposed $45 system
processing fee will be made available in the fourth
quarter of 2012.
19 15 U.S.C. 78f(b).
20 15 U.S.C. 78f(b)(4) and (5).
mstockstill on DSK4VPTVN1PROD with
14 Non-FINRA
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16:38 Jan 10, 2013
Jkt 229001
particular, because it provides for the
equitable allocation of reasonable dues,
fees, and other charges among its
members, issuers and other persons
using its facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes that the
change is reasonable because the
proposed fees are identical to those
adopted by FINRA for use of the CRD
system for disclosure and the
registration of FINRA members and
their associated persons. As FINRA
noted in amending its fees, it believed
that the fees are reasonable based on the
increased costs associated with
operating and maintaining the CRD
system, and listed a number of
enhancements made since the last fee
increase, including (1) incorporation of
various uniform registration form
changes; (2) electronic fingerprint
processing; (3) Web EFTTM, which
allows subscribing firms to submit batch
filings to the CRD system; and (4)
increases in the number and types of
reports available through the CRD
system. These increased costs are
similarly borne by FINRA when a NonFINRA ETP Holder uses the CRD
system. FINRA further noted its belief
that the proposed fees are reasonable
because they help to ensure the integrity
of the information in the CRD system,
which is very important because the
Commission, FINRA, other selfregulatory organizations and state
securities regulators use the CRD system
to make licensing and registration
decisions, among other things.
The Exchange also believes that the
change is reasonable because it will
provide greater specificity regarding the
CRD system fees that are applicable to
Non-FINRA ETP Holders. All similarly
situated ETP Holders are subject to the
same fee structure, and every ETP
Holder must use the CRD system for
registration and disclosure.
Accordingly, the Exchange believes that
the fees collected for such use should
likewise increase in lockstep with the
fees assessed to FINRA members, as is
proposed by the Exchange. The
proposed change, like FINRA’s
proposal, is equitable and not unfairly
discriminatory because it will result in
the same regulatory fees being charged
to all ETP Holders required to report
information to the CRD system and for
services performed by FINRA,
regardless of whether or not such ETP
Holders are FINRA members.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
PO 00000
Frm 00112
Fmt 4703
Sfmt 4703
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
the Exchange believes that the proposed
change will result in the same
regulatory fees being charged to all ETP
Holders required to report information
to the CRD system and for services
performed by FINRA, regardless of
whether or not such ETP Holders are
FINRA members.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 21 of the Act and
subparagraph (f)(2) of Rule 19b–4 22
thereunder, because it establishes a due,
fee, or other charge imposed by NYSE
Arca.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEARCA–2012–143 on
the subject line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSEARCA–2012–143.
21 15
22 17
E:\FR\FM\11JAN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
11JAN1
Federal Register / Vol. 78, No. 8 / Friday, January 11, 2013 / Notices
This file number should be included on
the subject line if email is used. To help
the Commission process and review
your comments more efficiently, please
use only one method. The Commission
will post all comments on the
Commission’s Internet Web site (https://
www.sec.gov/rules/sro.shtml). Copies of
the submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at NYSE’s
principal office or on the Web site at
www.nyse.com. All comments received
will be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEARCA–2012–143, and should be
submitted on or before February 1, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–00352 Filed 1–10–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68595; File No. SR–EDGA–
2012–47]
Self-Regulatory Organizations; EDGA
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend EDGA Rule
11.5(c) (NBBO Offset Peg Order)
mstockstill on DSK4VPTVN1PROD with
January 7, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
27, 2012, the EDGA Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGA’’) filed with the
23 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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16:38 Jan 10, 2013
Jkt 229001
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 11.5(c), which describes the
manner in which the NBBO Offset Peg
Order operates. All of the changes
described herein are applicable to EDGA
Members. The text of the proposed rule
change is available on the Exchange’s
Internet Web site at
www.directedge.com, at the Exchange’s
principal office, and at the Public
Reference Room of the Commission.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Rule 11.5(c), the NBBO Offset Peg
Order. As described in the Exchange’s
filing to create the NBBO Offset Peg
Order,3 the NBBO Offset Peg Order
enables Users 4 to submit buy and sell
orders to the Exchange that are pegged
to a designated percentage away from
the National Best Bid (the ‘‘NBB’’) and
National Best Offer (the ‘‘NBO’’, and
together with the NBB, the ‘‘NBBO’’),
respectively, while providing them full
control over order origination and order
marking. This retention of control, in
turn, enables Market Makers to comply
independently with the requirements of
Regulation SHO 5 under the Securities
3 See Securities Exchange Act Release No. 67960
(October 2, 2012), 77 FR 61463 (October 9, 2012)
(SR–EDGA–2012–44).
4 As defined in Rule 1.5(ee).
5 17 CFR 242.200 through 242.204.
PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
2475
Exchange Act of 1934 (the ‘‘Act’’) and
Rule 15c3–5 6 under the Act (the
‘‘Market Access Rule’’).
As described in the Exchange’s filing to
create the NBBO Offset Peg Order: upon
entry and at any time the price of the order
reached the ‘Defined Limit’, or moved a
specified number of percentage points away
from the ‘Designated Percentage’ toward the
then current NBB (for NBBO Offset Peg
Orders to buy) or NBO (for NBBO Offset Peg
Orders to sell), the price of the NBBO Offset
Peg Order would be automatically adjusted
by the System to the Designated Percentage
away from the then current NBB or NBO, as
the case may be. In the event that there was
no NBB or NBO, the price of the NBBO Offset
Peg Order would be automatically adjusted
by the System to the Designated Percentage
away from the last reported sale from the
responsible single plan processor, unless the
User instructed the Exchange upon entry to
cancel or reject the order under such
circumstances.7
The Exchange proposes to amend the
text of Rule 11.5(c)(15) to not allow the
User to cancel or reject the order under
the circumstances outlined above.
Therefore, the Exchange proposes to
delete the following text in Rule
11.5(c)(15): ‘‘unless instructed by the
User upon order entry to cancel or reject
rather than adjust based on the last
reported sale from the single plan
processor.’’ The text of the rule will now
read that:
[u]pon reaching the Defined Limit (as
defined in Rule 11.21(d)(2)(F)), the price of
an NBBO Offset Peg Order bid or offer will
be automatically adjusted by the System to
the Designated Percentage away from the
then current NBB or NBO, respectively, or if
there is no NBB or NBO at such time, to the
Designated Percentage away from the last
reported sale from the responsible single plan
processor. If an NBBO Offset Peg Order bid
or offer moves a specified number of
percentage points away from the Designated
Percentage toward the then current NBB or
NBO, the price of such bid or offer will be
automatically adjusted by the System to the
Designated Percentage away from the then
current NBB and NBO. If there is no NBB or
NBO at such time, the order will be
automatically adjusted by the System to the
Designated Percentage away from the last
reported sale from the responsible single plan
processor.
Thus, when processing NBBO Offset
Peg Orders, the System will not
condition adjustment of the price upon
the User’s instructions.
The Exchange originally stated in SR–
EDGA–2012–44 that it ‘‘intends to
implement the proposed rule change on
or about November 19, 2012, and will
notify its Members and other market
6 17
CFR 242.15c3–5.
Securities Exchange Act Release No. 67960
(October 2, 2012), 77 FR 61463 (October 9, 2012)
(SR–EDGA–2012–44).
7 See
E:\FR\FM\11JAN1.SGM
11JAN1
Agencies
[Federal Register Volume 78, Number 8 (Friday, January 11, 2013)]
[Notices]
[Pages 2473-2475]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-00352]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68588; File No. SR-NYSEARCA-2012-143]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Equities Schedule of Fees and Charges for Exchange Services With
Respect to Regulatory Fees Related to the Central Registration
Depository, Which Are Collected by the Financial Industry Regulatory
Authority, Inc.
January 4, 2013.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on December 21, 2012, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the NYSE Arca Equities Schedule of
Fees and Charges for Exchange Services (the ``Fee Schedule'') with
respect to regulatory fees related to the Central Registration
Depository (``CRD system''), which are collected by the Financial
Industry Regulatory Authority, Inc. (``FINRA''). The Exchange proposes
to implement the fee changes on January 2, 2013. The text of the
proposed rule change is available on the Exchange's Web site at
www.nyse.com, at the principal office of the Exchange, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule with respect to
regulatory fees related to the CRD system, which are collected by
FINRA.\4\ The Exchange proposes to implement the fee changes on January
2, 2013.
---------------------------------------------------------------------------
\4\ The CRD system is the central licensing and registration
system for the U.S. securities industry. The CRD system enables
individuals and firms seeking registration with multiple states and
self-regulatory organizations to do so by submitting a single form,
fingerprint card and a combined payment of fees to FINRA. Through
the CRD system, FINRA maintains the qualification, employment and
disciplinary histories of registered associated persons of broker-
dealers.
---------------------------------------------------------------------------
Certain of the regulatory fees provided in the Fee Schedule are
collected and retained by FINRA via the CRD system for the registration
of associated persons of ETP Holders that are not FINRA members (``Non-
FINRA ETP Holders''). The Exchange originally adopted fees for use of
the CRD system in 2005.\5\ FINRA recently amended certain of the fees
assessed for use of the CRD system, and those amendments will become
effective January 2, 2013.\6\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 51641 (May 2, 2005),
70 FR 24155 (May 6, 2005) (SR-PCX-2005-49).
\6\ See Securities Exchange Act Release No. 67247 (June 25,
2012), 77 FR 38866 (June 29, 2012) (SR-FINRA-2012-030).
---------------------------------------------------------------------------
The CRD system fees are user-based and there is no distinction in
the cost incurred by FINRA if the user is a FINRA member or a Non-FINRA
ETP Holder. Accordingly, the Exchange is proposing to amend the fees in
the Fee Schedule to mirror those assessed by FINRA, which will be
implemented concurrently with the amended FINRA fees on January 2,
2013.\7\ The proposed changes are as follows: \8\
---------------------------------------------------------------------------
\7\ The Exchange notes that it has only adopted the CRD system
fees charged by FINRA to Non-FINRA ETP Holders when such fees are
applicable. In this regard, certain FINRA CRD system fees and
requirements are specific to FINRA members, but do not apply to NYSE
Arca-only ETP Holders.
\8\ The Exchange is proposing to delete the current fees and
descriptions in their entirety and replace them with the updated
fees and descriptions in a separate table that will include all the
fees applicable to Non-FINRA ETP Holders, as discussed further
below. In this regard, the Exchange is proposing a new subheading in
the ``Regulatory Fees'' section of the Fee Schedule to differentiate
between those fees that are applicable to all ETP Holders and those
fees that are applicable only to Non-FINRA ETP Holders. The Exchange
notes that ETP Holders that are also FINRA members are charged CRD
system fees according to Section (4) of Schedule A to the FINRA By-
laws.
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Increasing the disclosure processing fee from $95 to $110;
\9\ and
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\9\ See Section (4)(b)(3) of Schedule A to the FINRA By-laws
effective on January 2, 2013. The updated description in the Fee
Schedule for this fee would be ``additional processing of each
initial or amended Form U4, Form U5 or Form BD that includes the
initial reporting, amendment, or certification of one or more
disclosure events or proceedings.'' As noted below, this would
incorporate the applicability of the fee to Form BD processing.
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Increasing the manual fingerprint processing fee from $13
to $30.\10\
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\10\ See Section (4)(b)(6) of Schedule A to the FINRA By-laws
effective on January 2, 2013. The updated description in the Fee
Schedule for this fee would be ``processing and posting to the CRD
system each set of fingerprint results and identifying information
that have been processed through another self-regulatory
organization and submitted to FINRA.''
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In addition to increasing the existing CRD system fees, FINRA
adopted a new fee for the additional processing of each initial or
amended Form BD that includes the initial reporting, amendment, or
certification of one or more disclosure events or proceedings.\11\
Broker-dealers use Form BD to, among other things, report disclosure
matters in which they or a control affiliate have been involved. Prior
to the adoption of the new fee, FINRA did not have a fee designed to
cover the costs associated with the review of Form BD, notwithstanding
that the review is similar to that performed of broker-dealers' Forms
U4 and U5. Such reviews include confirming that the matter is properly
reported, reviewing any documentation submitted and determining whether
additional documentation is required, conducting any necessary
independent research and, depending on the matter reported, analyzing
whether the event or proceeding subjects the individual or firm to a
statutory disqualification pursuant to Section 3(a)(39) of the Act.\12\
[[Page 2474]]
FINRA adopted a $110 fee for the review of a Form BD, which mirrors the
increased fee adopted for the review of Forms U4 and U5. As such, the
Exchange is adopting the identical fee for FINRA's review of a Form BD
submitted by Non-FINRA ETP Holders.\13\
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\11\ See Section (4)(b)(3) of Schedule A to the FINRA By-laws
effective on January 2, 2013.
\12\ 15 U.S.C. 78c(a)(39).
\13\ See supra note 9.
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The Exchange also proposes to include in its Fee Schedule certain
other fees that are charged by FINRA to FINRA members as well as Non-
FINRA ETP Holders. These fees are as follows: \14\
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\14\ Non-FINRA ETP Holders have been charged CRD system fees
since 2005. See supra note 5.
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$100 for each initial Form U4 filed for the registration
of a representative or principal; \15\
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\15\ See Section (4)(b)(1) of Schedule A to the FINRA By-laws
effective on January 2, 2013. This fee is assessed when a Non-FINRA
ETP Holder submits its first Initial, Transfer, Relicense, or Dual
Registration Form U4 filing on behalf of a registered person. The
current applicable fee is $85.
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$15 for processing and posting to the CRD system each set
of fingerprints submitted electronically to FINRA, plus any other
charge that may be imposed by the U.S. Department of Justice for
processing each set of fingerprints; \16\
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\16\ See Section (4)(b)(4) of Schedule A to the FINRA By-laws
effective on January 2, 2013. The current applicable fee is $13.
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$30 for processing and posting to the CRD system each set
of fingerprint cards submitted in non-electronic format to FINRA, plus
any other charge that may be imposed by the U.S. Department of Justice
for processing each set of fingerprints; \17\ and
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\17\ See Section (4)(b)(5) of Schedule A to the FINRA By-laws
effective on January 2, 2013. The current applicable fee is $13.
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$45 annually for system processing for each registered
representative and principal.\18\
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\18\ See Section (4)(b)(7) of Schedule A to the FINRA By-laws
effective on January 2, 2013. The current applicable fee is $30. The
proposed system processing fee would become effective for the 2013
Renewal Program. In this regard, as part of FINRA's 2013 Renewal
Program, Preliminary Renewal Statements reflecting the proposed $45
system processing fee will be made available in the fourth quarter
of 2012.
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The Exchange notes that the proposed change is not otherwise
intended to address any other issues surrounding regulatory fees and
that the Exchange is not aware of any problems that ETP Holders would
have in complying with the proposed change.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\19\ in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5) of the Act,\20\ in
particular, because it provides for the equitable allocation of
reasonable dues, fees, and other charges among its members, issuers and
other persons using its facilities and does not unfairly discriminate
between customers, issuers, brokers or dealers.
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\19\ 15 U.S.C. 78f(b).
\20\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the change is reasonable because the
proposed fees are identical to those adopted by FINRA for use of the
CRD system for disclosure and the registration of FINRA members and
their associated persons. As FINRA noted in amending its fees, it
believed that the fees are reasonable based on the increased costs
associated with operating and maintaining the CRD system, and listed a
number of enhancements made since the last fee increase, including (1)
incorporation of various uniform registration form changes; (2)
electronic fingerprint processing; (3) Web EFTTM, which
allows subscribing firms to submit batch filings to the CRD system; and
(4) increases in the number and types of reports available through the
CRD system. These increased costs are similarly borne by FINRA when a
Non-FINRA ETP Holder uses the CRD system. FINRA further noted its
belief that the proposed fees are reasonable because they help to
ensure the integrity of the information in the CRD system, which is
very important because the Commission, FINRA, other self-regulatory
organizations and state securities regulators use the CRD system to
make licensing and registration decisions, among other things.
The Exchange also believes that the change is reasonable because it
will provide greater specificity regarding the CRD system fees that are
applicable to Non-FINRA ETP Holders. All similarly situated ETP Holders
are subject to the same fee structure, and every ETP Holder must use
the CRD system for registration and disclosure. Accordingly, the
Exchange believes that the fees collected for such use should likewise
increase in lockstep with the fees assessed to FINRA members, as is
proposed by the Exchange. The proposed change, like FINRA's proposal,
is equitable and not unfairly discriminatory because it will result in
the same regulatory fees being charged to all ETP Holders required to
report information to the CRD system and for services performed by
FINRA, regardless of whether or not such ETP Holders are FINRA members.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. Specifically, the Exchange
believes that the proposed change will result in the same regulatory
fees being charged to all ETP Holders required to report information to
the CRD system and for services performed by FINRA, regardless of
whether or not such ETP Holders are FINRA members.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \21\ of the Act and subparagraph (f)(2) of Rule
19b-4 \22\ thereunder, because it establishes a due, fee, or other
charge imposed by NYSE Arca.
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\21\ 15 U.S.C. 78s(b)(3)(A).
\22\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEARCA-2012-143 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEARCA-2012-143.
[[Page 2475]]
This file number should be included on the subject line if email is
used. To help the Commission process and review your comments more
efficiently, please use only one method. The Commission will post all
comments on the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments,
all written statements with respect to the proposed rule change that
are filed with the Commission, and all written communications relating
to the proposed rule change between the Commission and any person,
other than those that may be withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will be available for Web site
viewing and printing in the Commission's Public Reference Room, 100 F
Street NE., Washington, DC 20549, on official business days between the
hours of 10:00 a.m. and 3:00 p.m. Copies of such filing also will be
available for inspection and copying at NYSE's principal office or on
the Web site at www.nyse.com. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-NYSEARCA-2012-143, and should be submitted on or before
February 1, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\23\
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\23\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-00352 Filed 1-10-13; 8:45 am]
BILLING CODE 8011-01-P