Self-Regulatory Organizations; New York Stock Exchange LLC; Order Granting Approval to Proposed Rule Change Amending the Listed Company Manual Section 204.00 To Create a Uniform Method for a Company To Provide Notice to the Exchange When Required Pursuant to Sections 204.06, 204.12, 204.17, 204.21, 204.22, 311.01, 401.02, and 601.00 of the Listed Company Manual, and To Make Conforming Changes, 3958-3960 [2013-00876]
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Federal Register / Vol. 78, No. 12 / Thursday, January 17, 2013 / Notices
post all comments on the Commissions
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. Copies of such filing
also will be available for inspection and
copying at the principal office of the
ISE. 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–ISE–2013–03 and should be
submitted by February 7, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.39
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–00873 Filed 1–16–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
This order approves the proposed rule
change.
[Release No. 34–68635; File No. SR–NYSE–
2012–54]
II. Description of the Proposals
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Granting Approval to Proposed Rule
Change Amending the Listed Company
Manual Section 204.00 To Create a
Uniform Method for a Company To
Provide Notice to the Exchange When
Required Pursuant to Sections 204.06,
204.12, 204.17, 204.21, 204.22, 311.01,
401.02, and 601.00 of the Listed
Company Manual, and To Make
Conforming Changes
January 11, 2013.
I. Introduction
On November 8, 2012, the New York
Stock Exchange LLC (‘‘NYSE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend Section 204.00 of the Listed
Company Manual, which sets forth the
required procedures that listed
companies must follow to notify the
Exchange upon the occurrence of
certain events, and to amend related
provisions of the Manual to make clear
which provisions trigger the reporting
procedures set forth in amended Section
204.00. The proposed rule changes were
published for comment in the Federal
Register on November 27, 2012.3 The
Commission did not receive any
comments on the proposed rule change.
Section
Current method
pmangrum on DSK3VPTVN1PROD with
204.00 Notice to and Filings with the Exchange (notice in connection
with certain actions or events as specified in Sections 204.01
through 204.25).
204.06 Closing of Transfer Books ............................................................
204.12 Dividends and Stock Distributions (notice of dividend action or
action relating to a stock distribution).
204.17 Meetings of Shareholders ............................................................
204.21 Record Date (notice of the fixing of a date for the taking of a
record of shareholders or for the closing of transfer books).
204.22 Redemption of Listed Securities ..................................................
311.01 Publicity and Notice to the Exchange of Redemption (notice of
corporate action which will result in, or which looks toward, either the
partial or full call for redemption of a listed security).
401.02 Notice to the Exchange (notice of dates set in connection with
the calling of any meeting of shareholders, including changes in
record date).
601.00 Services to be Provided by Transfer Agents and Registrars (notice by transfer agents of the number of shares outstanding at the
end of each calendar quarter).
39 17
1 15
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
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Companies that list their securities on
the Exchange are subject to a number of
reporting requirements set forth in the
Exchange’s Listed Company Manual
(‘‘Manual’’). The Exchange proposes to
amend the methods by which listed
companies give notice to the Exchange
of matters or events where timely
notification is essential to the ability of
investors to arrange to be holders of a
security by a certain date for a
distribution or shareholder meeting.
These events are: Closing of transfer
books; notice of dividend action or
action relating to a stock distribution;
meetings of shareholders, notice of the
fixing of a date for the taking of a record
of shareholders or for the closing of
transfer books; redemption of listed
securities; notice of corporate action
which will result in, or which looks
toward, either the partial or full call for
redemption of a listed security; notice of
dates set in connection with the calling
of any meeting of shareholders; and
notice by transfer agents of the number
of shares outstanding at the end of each
calendar quarter.
Currently, the Manual contains
sections governing the notice that listed
companies are required to provide the
Exchange in case of each of these
events; however, these sections set forth
either different or no precise method for
providing such notice. The following
chart summarizes how these various
notification provisions currently are
addressed in the Manual.
PO 00000
Notice methods include fax, telephone, telegram, and letter.
No method specified.
Notice methods include fax, telephone, telegram, and letter.
No method specified.
Notice methods include fax, telephone, telegram, and letter.
No method specified.
Notice methods include fax and telephone.
Notice methods include telephone and writing or fax.
Notice methods include fax and email.
CFR 240.19b–4.
Frm 00081
Fmt 4703
3 See Securities Exchange Act Release No. 68276
(November 20, 2012), 77 FR 70868 (November 27,
2012) (‘‘Notice’’).
Sfmt 4703
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The Exchange proposes to create a
uniform method that listed companies
will use to notify the Exchange of the
events identified in the chart above. To
do so, the Exchange proposes to set
forth the new, uniform method of
notification in Section 204.00, and to
amend the remaining Sections in the
chart above to include an explicit
direction to listed companies to follow
the amended notification procedures of
Section 204.00.
Specifically, the Exchange proposes to
amend Section 204.00 4 to provide that,
when a provision of the Listed Company
Manual requires a company to give
notice to the Exchange pursuant to
Section 204.00, the company shall
provide such notice through a webbased communication system—either a
web portal or email address—specified
by the Exchange in a prominent position
on its Web site.5 Should the Exchange
ever change the web-based
communication system it uses to receive
notifications pursuant to Section 204.00,
the proposed text of Section 204.00
would require the Exchange to promptly
update and display the applicable
information on its Web site.6
The Exchange also proposes to amend
Section 204.00 to address several other
scenarios that impact the notifications
that companies must provide to the
Exchange. First, the amended Section
204.00 would say that, in emergency
situations—for instance, lack of
computer or Internet access, technical
problems at the Exchange or company,
or incompatibility between Exchange
and company systems—companies may
provide notifications required pursuant
to the Section by telephone and
confirmed by facsimile, as specified by
the Exchange on its Web site.7 Second,
amended Section 204.00 would require
4 In addition to the proposed substantive
amendments to Section 204.00 described in the
text, the Exchange proposes to delete the word
‘‘written’’ from the heading for Section 204.00 and
from the first sentence of the section. In its filing,
the Exchange stated that this technical change is
meant to eliminate any potential confusion as to
whether notices provided through a web-based
communication system constitute ‘‘written’’
notices.
5 The Exchange noted in its submission that if the
filing is approved, it plans to commence receiving
the web-based notifications pursuant to Section
204.00 through www.egovdirect, a web portal
operated by the Exchange, or through an email
address designated by the Exchange.
6 Additionally, proposed Section 204.00
encourages listed companies to contact their
Exchange representatives if they have any questions
about the appropriate method of providing
notification under applicable Exchange rules.
7 Again, the Exchange notes that companies are
encouraged to contact their Exchange
representatives if they have any questions about
how to comply with applicable notification
requirements.
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that, in cases where a material event or
a statement dealing with a rumor which
calls for immediate release is made
shortly before the opening or during
market hours, companies must notify
the Exchange using the telephone alert
procedures set forth in Section
202.06(B) of the Manual.8 Finally,
amended Section 204.00 would clarify
that for the remaining notification
provisions in the Manual that do not
direct companies specifically to follow
the Section’s revised notification
methods, companies may use the
methods provided for in Section 204.00
or any other reasonable method.
The Exchange explained in its filing
the reason why the remaining
notification provisions contained in the
Manual—the ones not specified in the
chart above and subject to the proposed
amendments—would not require
companies to follow the notification
methods set forth in 204.00. According
to the Exchange, these remaining
provisions found in Sections 204.01
through 204.25 relate to matters about
which the Exchange needs to be
informed promptly, such as a change in
transfer agent or trustee (Section 204.02)
or change in auditors (Section 204.03),
but a company’s failure to notify the
Exchange immediately in the case of
these events would not significantly
disadvantage investors. As a result, the
Exchange does not propose to amend
these remaining provisions to require
notification pursuant to 204.00; instead,
the Exchange believes it is reasonable to
afford listed companies more flexibility
with respect to how they comply with
the remaining notification provisions
that do not specifically direct a
company to Section 204.00.
In connection with the proposed
amendments to the notification methods
prescribed in Section 204.00, the
Exchange also proposes to revise the
‘‘Guide to Requirements for Submitting
Data to the Exchange’’ (‘‘Guide’’) which
appears in the Introduction to the Listed
Company Manual.9 The Exchange
8 The telephone alert procedures in Section
202.06(B) require that, when the announcement of
news of a material event or a statement dealing with
a rumor which calls for immediate release is made
shortly before the opening or during market hours,
a company must give notice to their Exchange
representatives by telephone at least ten minutes
prior to the release of the announcement. Section
202.06(B) further requires that when such
announcement is in written form, a company must
also provide the text of such written announcement
to the Exchange at least ten minutes prior to its
release. The Exchange proposes to amend Section
202.06(B) to specify that companies should now use
the web-based communication system specified in
Section 204.00—i.e., the web portal or designated
email address—to transmit the written form of the
announcement.
9 In addition to the substantive changes to the
Guide described in the text, the Exchange proposes
PO 00000
Frm 00082
Fmt 4703
Sfmt 4703
3959
proposes to amend the portion of the
Guide summarizing the submission
requirements relating to press releases
disclosing material corporate events.
This part of the Guide is meant to
summarize the requirements of the
telephone alert policy found in Section
202.06(B), but as it stands now, it states
incorrectly that the text of certain
written announcements should be
conveyed to the Exchange after an
announcement is released. The
Exchange’s proposed amendment to this
portion of the Guide would conform the
summary language used in the Guide to
the language of the actual requirement
found in Section 202.06(B), which states
that the text of certain written
announcements must be conveyed to
the Exchange at least ten minutes prior
to release.
The Exchange also proposes several
administrative changes to the Guide.
First, it proposes to amend from six to
three the number of copies of a proxy
statement that a listed company must
submit to the Exchange. The reason for
the change is that the Exchange has
determined that three copies of the
proxy statement is sufficient for the
Exchange’s review purposes, and that
the proposed amendment would lessen
an administrative burden on listed
companies. Second, the Exchange
proposes to make changes to the portion
of the Guide summarizing the
notification requirements for
shareholder meetings. The Exchange
proposes to change the name of this
Item in the Guide from ‘‘Shareholders’
Meeting/Notice’’ to ‘‘Shareholders’
Meeting/Notice of Record Date or
Change of Record Date.’’ The Exchange
also proposes to revise the description
of the ‘‘Due Date’’ for this Item in the
Guide, by rewording the description to
require notice ‘‘[a]t least ten days in
advance of record date,’’ instead of
‘‘[n]ot later than the tenth day prior to
the record date.’’
Finally, the Exchange proposes to
amend Section 311.01 to clarify what
method of notification is required when
a company’s corporate action (or any
action of which the company has
knowledge) will result in, or looks
toward, either the partial or full call for
redemption of a listed security.
Currently, Section 311.01 contains
language in two different places setting
forth methods of notification in cases of
redemptions, and the language in these
two places is potentially in conflict. In
the first instance where Section 311.01
to revise cross-references contained in the Guide so
that they refer to a ‘‘Section’’ of the Manual rather
than a ‘‘Paragraph,’’ as the Manual is organized in
‘‘Sections,’’ not ‘‘Paragraphs.’’
E:\FR\FM\17JAN1.SGM
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Federal Register / Vol. 78, No. 12 / Thursday, January 17, 2013 / Notices
prescribes a method of notification, it
says that companies must follow the
timely disclosure/telephone alert
procedures found in Sections 202.05
and 202.06(B).10 Later in Section
311.01, there is a second notification
directive that requires companies to
notify the Exchange of redemptions in
writing, delivered by hand if possible,
and if immediate hand delivery is not
possible, than the company must notify
the Exchange of a redemption action by
telephone, no later than simultaneously
with the release of the information to
the newspapers and news wire services,
confirmed promptly by fax. The
Exchange proposes to delete the
paragraph containing the second
directive. As a result of the proposed
change, the only notification directive
in Section 311.01 would be the first one
that requires companies to follow the
timely disclosure and telephone alert
procedures.
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III. Discussion and Commission
Findings
The Commission has carefully
reviewed the proposed rule change and
finds that it consistent with the
requirements of the Act.11 Specifically,
the Commission believes it is consistent
with Section 6(b)(5) of the Act,12 which
requires, among other things, that the
rules of a national securities exchange
be designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
The proposed changes are intended to
simplify and clarify the provisions of
the Manual relating to the methods by
which listed companies must notify the
Exchange when certain events occur. By
creating a uniform method of
notification by web portal or email for
the Sections that specifically refer to
Section 204.00, identified in the chart
above, the Exchange may reduce the
likelihood that companies make a
mistake when trying to notify the
Exchange of important events. As
10 The Exchange proposed several additional
technical and non-substantive changes to Section
311.01. See Notice, supra note 3.
11 15 U.S.C. 78f. In approving this proposed rule
change, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
12 15 U.S.C. 78f(b)(5).
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14:19 Jan 16, 2013
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explained by the Exchange, the Sections
that will require notice by web portal or
email pursuant to Section 204.00 all
relate to matters where timely
notification is critical to allow investors
time to make arrangements to be holders
of a security by a certain date for a
distribution or shareholder meeting. In
such cases, it makes sense to require
listed companies to give notice to the
Exchange using current, efficient
electronic methods that more easily
lend themselves to accurate
recordkeeping than manual or written
methods.13 The Commission therefore
believes that the proposed rule change
is consistent with the Act, as more clear,
easy to follow, and easily recorded
notification methods should facilitate
the transmission of information and
promote transparency for the benefit of
investors consistent with Section 6(b)(5)
of the Act.14
Likewise, with respect to the
remaining notification provisions in the
Manual where timely notification is less
critical, it is reasonable to allow
companies more flexibility to determine
what method of notification best suits a
particular situation. The Commission
notes that, even in such cases, the
Exchange is offering to allow companies
to use the electronic web-based
notification methods of 204.00 if they
would like to use such methods.
The Commission also finds that the
remaining clarifying, conforming,
administrative, and technical changes
are consistent with the Act. The changes
to the Guide make it consistent with
language used elsewhere in the Guide
and Manual. For instance, the revision
of the Item in the Guide dealing with
press releases conforms the language
used in that Guide entry with the
corresponding language in Section
202.06(B). The same is true of the
change to the Due Date description
associated with Shareholders’ Meeting/
Notice of Record Date or Change of
Record Date, which is meant to mirror
language used in the Due Date
description of the Guide entry
associated with Dividend Notification.
Because these changes conform the
13 The
Commission also notes that the Exchange
provides for alternative methods of notification
should electronic communications systems be
unavailable. See supra note 7 and accompanying
text.
14 The Commission notes that the Exchange has
committed in its rule text to displaying prominently
on its Web site the specific electronic web-based
communication system that listed companies must
use to give notice in accordance with Section
204.00. Accordingly, the Commission believes that
the proposed rule change should facilitate listed
companies’ means of providing notice of certain
events while ensuring that all listed companies
should be able to determine how they must comply
with such notification requirements.
PO 00000
Frm 00083
Fmt 4703
Sfmt 4703
Guide’s language to what is used
elsewhere in the Manual, they promote
consistency and transparency and
reduce the potential for confusion.
Similarly, in Section 311.01, the
Exchange’s deletion of a second,
potentially conflicting method of
notification of redemption actions
should reduce listed companies’
confusion as to how to comply with the
provision, and ultimately, this should
promote transparency and protect
investors by ensuring better and more
accurate notification. Lastly, the change
to Section 402.01 that reduces the
number of copies of proxy material that
listed companies must provide to the
Exchange lessens the administrative
burden imposed on issuers without, as
the Exchange represents, threatening the
Exchange’s review of such material for
the benefit and protection of investors.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,15 that the
proposed rules change (SR–NYSE–
2012–54) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–00876 Filed 1–16–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68621; File No. SR–NSCC–
2012–810]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Notice of Filing of
Advance Notice To Eliminate the Offset
of Its Obligations With Institutional
Delivery Transactions That Settle at
The Depository Trust Company for the
Purpose of Calculating Its Clearing
Fund Under Procedure XV of Its Rules
& Procedures
January 10, 2013.
Pursuant to Section 806(e)(1) of the
Payment, Clearing, and Settlement
Supervision Act of 2010 (‘‘Clearing
Supervision Act’’) 1 and Rule 19b–
4(n)(1)(i) 2 thereunder, notice is hereby
given that on December 18, 2012, the
National Securities Clearing Corporation
(‘‘NSCC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
15 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12); 17 CFR 200.30–
3(a)(83).
1 12 U.S.C. 5465(e)(1).
2 17 CFR 240.19b–4(n)(i).
16 17
E:\FR\FM\17JAN1.SGM
17JAN1
Agencies
[Federal Register Volume 78, Number 12 (Thursday, January 17, 2013)]
[Notices]
[Pages 3958-3960]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-00876]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68635; File No. SR-NYSE-2012-54]
Self-Regulatory Organizations; New York Stock Exchange LLC; Order
Granting Approval to Proposed Rule Change Amending the Listed Company
Manual Section 204.00 To Create a Uniform Method for a Company To
Provide Notice to the Exchange When Required Pursuant to Sections
204.06, 204.12, 204.17, 204.21, 204.22, 311.01, 401.02, and 601.00 of
the Listed Company Manual, and To Make Conforming Changes
January 11, 2013.
I. Introduction
On November 8, 2012, the New York Stock Exchange LLC (``NYSE'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ a
proposed rule change to amend Section 204.00 of the Listed Company
Manual, which sets forth the required procedures that listed companies
must follow to notify the Exchange upon the occurrence of certain
events, and to amend related provisions of the Manual to make clear
which provisions trigger the reporting procedures set forth in amended
Section 204.00. The proposed rule changes were published for comment in
the Federal Register on November 27, 2012.\3\ The Commission did not
receive any comments on the proposed rule change. This order approves
the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 68276 (November 20,
2012), 77 FR 70868 (November 27, 2012) (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposals
Companies that list their securities on the Exchange are subject to
a number of reporting requirements set forth in the Exchange's Listed
Company Manual (``Manual''). The Exchange proposes to amend the methods
by which listed companies give notice to the Exchange of matters or
events where timely notification is essential to the ability of
investors to arrange to be holders of a security by a certain date for
a distribution or shareholder meeting. These events are: Closing of
transfer books; notice of dividend action or action relating to a stock
distribution; meetings of shareholders, notice of the fixing of a date
for the taking of a record of shareholders or for the closing of
transfer books; redemption of listed securities; notice of corporate
action which will result in, or which looks toward, either the partial
or full call for redemption of a listed security; notice of dates set
in connection with the calling of any meeting of shareholders; and
notice by transfer agents of the number of shares outstanding at the
end of each calendar quarter.
Currently, the Manual contains sections governing the notice that
listed companies are required to provide the Exchange in case of each
of these events; however, these sections set forth either different or
no precise method for providing such notice. The following chart
summarizes how these various notification provisions currently are
addressed in the Manual.
------------------------------------------------------------------------
Section Current method
------------------------------------------------------------------------
204.00 Notice to and Filings with the Notice methods include fax,
Exchange (notice in connection with telephone, telegram, and
certain actions or events as specified letter.
in Sections 204.01 through 204.25).
204.06 Closing of Transfer Books....... No method specified.
204.12 Dividends and Stock Notice methods include fax,
Distributions (notice of dividend telephone, telegram, and
action or action relating to a stock letter.
distribution).
204.17 Meetings of Shareholders........ No method specified.
204.21 Record Date (notice of the Notice methods include fax,
fixing of a date for the taking of a telephone, telegram, and
record of shareholders or for the letter.
closing of transfer books).
204.22 Redemption of Listed Securities. No method specified.
311.01 Publicity and Notice to the Notice methods include fax and
Exchange of Redemption (notice of telephone.
corporate action which will result in,
or which looks toward, either the
partial or full call for redemption of
a listed security).
401.02 Notice to the Exchange (notice Notice methods include
of dates set in connection with the telephone and writing or fax.
calling of any meeting of
shareholders, including changes in
record date).
601.00 Services to be Provided by Notice methods include fax and
Transfer Agents and Registrars (notice email.
by transfer agents of the number of
shares outstanding at the end of each
calendar quarter).
------------------------------------------------------------------------
[[Page 3959]]
The Exchange proposes to create a uniform method that listed
companies will use to notify the Exchange of the events identified in
the chart above. To do so, the Exchange proposes to set forth the new,
uniform method of notification in Section 204.00, and to amend the
remaining Sections in the chart above to include an explicit direction
to listed companies to follow the amended notification procedures of
Section 204.00.
Specifically, the Exchange proposes to amend Section 204.00 \4\ to
provide that, when a provision of the Listed Company Manual requires a
company to give notice to the Exchange pursuant to Section 204.00, the
company shall provide such notice through a web-based communication
system--either a web portal or email address--specified by the Exchange
in a prominent position on its Web site.\5\ Should the Exchange ever
change the web-based communication system it uses to receive
notifications pursuant to Section 204.00, the proposed text of Section
204.00 would require the Exchange to promptly update and display the
applicable information on its Web site.\6\
---------------------------------------------------------------------------
\4\ In addition to the proposed substantive amendments to
Section 204.00 described in the text, the Exchange proposes to
delete the word ``written'' from the heading for Section 204.00 and
from the first sentence of the section. In its filing, the Exchange
stated that this technical change is meant to eliminate any
potential confusion as to whether notices provided through a web-
based communication system constitute ``written'' notices.
\5\ The Exchange noted in its submission that if the filing is
approved, it plans to commence receiving the web-based notifications
pursuant to Section 204.00 through www.egovdirect, a web portal
operated by the Exchange, or through an email address designated by
the Exchange.
\6\ Additionally, proposed Section 204.00 encourages listed
companies to contact their Exchange representatives if they have any
questions about the appropriate method of providing notification
under applicable Exchange rules.
---------------------------------------------------------------------------
The Exchange also proposes to amend Section 204.00 to address
several other scenarios that impact the notifications that companies
must provide to the Exchange. First, the amended Section 204.00 would
say that, in emergency situations--for instance, lack of computer or
Internet access, technical problems at the Exchange or company, or
incompatibility between Exchange and company systems--companies may
provide notifications required pursuant to the Section by telephone and
confirmed by facsimile, as specified by the Exchange on its Web
site.\7\ Second, amended Section 204.00 would require that, in cases
where a material event or a statement dealing with a rumor which calls
for immediate release is made shortly before the opening or during
market hours, companies must notify the Exchange using the telephone
alert procedures set forth in Section 202.06(B) of the Manual.\8\
Finally, amended Section 204.00 would clarify that for the remaining
notification provisions in the Manual that do not direct companies
specifically to follow the Section's revised notification methods,
companies may use the methods provided for in Section 204.00 or any
other reasonable method.
---------------------------------------------------------------------------
\7\ Again, the Exchange notes that companies are encouraged to
contact their Exchange representatives if they have any questions
about how to comply with applicable notification requirements.
\8\ The telephone alert procedures in Section 202.06(B) require
that, when the announcement of news of a material event or a
statement dealing with a rumor which calls for immediate release is
made shortly before the opening or during market hours, a company
must give notice to their Exchange representatives by telephone at
least ten minutes prior to the release of the announcement. Section
202.06(B) further requires that when such announcement is in written
form, a company must also provide the text of such written
announcement to the Exchange at least ten minutes prior to its
release. The Exchange proposes to amend Section 202.06(B) to specify
that companies should now use the web-based communication system
specified in Section 204.00--i.e., the web portal or designated
email address--to transmit the written form of the announcement.
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The Exchange explained in its filing the reason why the remaining
notification provisions contained in the Manual--the ones not specified
in the chart above and subject to the proposed amendments--would not
require companies to follow the notification methods set forth in
204.00. According to the Exchange, these remaining provisions found in
Sections 204.01 through 204.25 relate to matters about which the
Exchange needs to be informed promptly, such as a change in transfer
agent or trustee (Section 204.02) or change in auditors (Section
204.03), but a company's failure to notify the Exchange immediately in
the case of these events would not significantly disadvantage
investors. As a result, the Exchange does not propose to amend these
remaining provisions to require notification pursuant to 204.00;
instead, the Exchange believes it is reasonable to afford listed
companies more flexibility with respect to how they comply with the
remaining notification provisions that do not specifically direct a
company to Section 204.00.
In connection with the proposed amendments to the notification
methods prescribed in Section 204.00, the Exchange also proposes to
revise the ``Guide to Requirements for Submitting Data to the
Exchange'' (``Guide'') which appears in the Introduction to the Listed
Company Manual.\9\ The Exchange proposes to amend the portion of the
Guide summarizing the submission requirements relating to press
releases disclosing material corporate events. This part of the Guide
is meant to summarize the requirements of the telephone alert policy
found in Section 202.06(B), but as it stands now, it states incorrectly
that the text of certain written announcements should be conveyed to
the Exchange after an announcement is released. The Exchange's proposed
amendment to this portion of the Guide would conform the summary
language used in the Guide to the language of the actual requirement
found in Section 202.06(B), which states that the text of certain
written announcements must be conveyed to the Exchange at least ten
minutes prior to release.
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\9\ In addition to the substantive changes to the Guide
described in the text, the Exchange proposes to revise cross-
references contained in the Guide so that they refer to a
``Section'' of the Manual rather than a ``Paragraph,'' as the Manual
is organized in ``Sections,'' not ``Paragraphs.''
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The Exchange also proposes several administrative changes to the
Guide. First, it proposes to amend from six to three the number of
copies of a proxy statement that a listed company must submit to the
Exchange. The reason for the change is that the Exchange has determined
that three copies of the proxy statement is sufficient for the
Exchange's review purposes, and that the proposed amendment would
lessen an administrative burden on listed companies. Second, the
Exchange proposes to make changes to the portion of the Guide
summarizing the notification requirements for shareholder meetings. The
Exchange proposes to change the name of this Item in the Guide from
``Shareholders' Meeting/Notice'' to ``Shareholders' Meeting/Notice of
Record Date or Change of Record Date.'' The Exchange also proposes to
revise the description of the ``Due Date'' for this Item in the Guide,
by rewording the description to require notice ``[a]t least ten days in
advance of record date,'' instead of ``[n]ot later than the tenth day
prior to the record date.''
Finally, the Exchange proposes to amend Section 311.01 to clarify
what method of notification is required when a company's corporate
action (or any action of which the company has knowledge) will result
in, or looks toward, either the partial or full call for redemption of
a listed security. Currently, Section 311.01 contains language in two
different places setting forth methods of notification in cases of
redemptions, and the language in these two places is potentially in
conflict. In the first instance where Section 311.01
[[Page 3960]]
prescribes a method of notification, it says that companies must follow
the timely disclosure/telephone alert procedures found in Sections
202.05 and 202.06(B).\10\ Later in Section 311.01, there is a second
notification directive that requires companies to notify the Exchange
of redemptions in writing, delivered by hand if possible, and if
immediate hand delivery is not possible, than the company must notify
the Exchange of a redemption action by telephone, no later than
simultaneously with the release of the information to the newspapers
and news wire services, confirmed promptly by fax. The Exchange
proposes to delete the paragraph containing the second directive. As a
result of the proposed change, the only notification directive in
Section 311.01 would be the first one that requires companies to follow
the timely disclosure and telephone alert procedures.
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\10\ The Exchange proposed several additional technical and non-
substantive changes to Section 311.01. See Notice, supra note 3.
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III. Discussion and Commission Findings
The Commission has carefully reviewed the proposed rule change and
finds that it consistent with the requirements of the Act.\11\
Specifically, the Commission believes it is consistent with Section
6(b)(5) of the Act,\12\ which requires, among other things, that the
rules of a national securities exchange be designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in regulating, clearing, settling, processing
information with respect to, and facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest.
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\11\ 15 U.S.C. 78f. In approving this proposed rule change, the
Commission has considered the proposed rule's impact on efficiency,
competition, and capital formation. See 15 U.S.C. 78c(f).
\12\ 15 U.S.C. 78f(b)(5).
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The proposed changes are intended to simplify and clarify the
provisions of the Manual relating to the methods by which listed
companies must notify the Exchange when certain events occur. By
creating a uniform method of notification by web portal or email for
the Sections that specifically refer to Section 204.00, identified in
the chart above, the Exchange may reduce the likelihood that companies
make a mistake when trying to notify the Exchange of important events.
As explained by the Exchange, the Sections that will require notice by
web portal or email pursuant to Section 204.00 all relate to matters
where timely notification is critical to allow investors time to make
arrangements to be holders of a security by a certain date for a
distribution or shareholder meeting. In such cases, it makes sense to
require listed companies to give notice to the Exchange using current,
efficient electronic methods that more easily lend themselves to
accurate recordkeeping than manual or written methods.\13\ The
Commission therefore believes that the proposed rule change is
consistent with the Act, as more clear, easy to follow, and easily
recorded notification methods should facilitate the transmission of
information and promote transparency for the benefit of investors
consistent with Section 6(b)(5) of the Act.\14\
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\13\ The Commission also notes that the Exchange provides for
alternative methods of notification should electronic communications
systems be unavailable. See supra note 7 and accompanying text.
\14\ The Commission notes that the Exchange has committed in its
rule text to displaying prominently on its Web site the specific
electronic web-based communication system that listed companies must
use to give notice in accordance with Section 204.00. Accordingly,
the Commission believes that the proposed rule change should
facilitate listed companies' means of providing notice of certain
events while ensuring that all listed companies should be able to
determine how they must comply with such notification requirements.
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Likewise, with respect to the remaining notification provisions in
the Manual where timely notification is less critical, it is reasonable
to allow companies more flexibility to determine what method of
notification best suits a particular situation. The Commission notes
that, even in such cases, the Exchange is offering to allow companies
to use the electronic web-based notification methods of 204.00 if they
would like to use such methods.
The Commission also finds that the remaining clarifying,
conforming, administrative, and technical changes are consistent with
the Act. The changes to the Guide make it consistent with language used
elsewhere in the Guide and Manual. For instance, the revision of the
Item in the Guide dealing with press releases conforms the language
used in that Guide entry with the corresponding language in Section
202.06(B). The same is true of the change to the Due Date description
associated with Shareholders' Meeting/Notice of Record Date or Change
of Record Date, which is meant to mirror language used in the Due Date
description of the Guide entry associated with Dividend Notification.
Because these changes conform the Guide's language to what is used
elsewhere in the Manual, they promote consistency and transparency and
reduce the potential for confusion. Similarly, in Section 311.01, the
Exchange's deletion of a second, potentially conflicting method of
notification of redemption actions should reduce listed companies'
confusion as to how to comply with the provision, and ultimately, this
should promote transparency and protect investors by ensuring better
and more accurate notification. Lastly, the change to Section 402.01
that reduces the number of copies of proxy material that listed
companies must provide to the Exchange lessens the administrative
burden imposed on issuers without, as the Exchange represents,
threatening the Exchange's review of such material for the benefit and
protection of investors.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\15\ that the proposed rules change (SR-NYSE-2012-54) be, and
hereby is, approved.
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\15\ 15 U.S.C. 78s(b)(2).
\16\ 17 CFR 200.30-3(a)(12); 17 CFR 200.30-3(a)(83).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-00876 Filed 1-16-13; 8:45 am]
BILLING CODE 8011-01-P