Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Renew an Existing Pilot Program for an Additional Fourteen Months, 12374-12376 [2013-04014]
Download as PDF
sroberts on DSK5SPTVN1PROD with NOTICES
12374
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
orders exempting the Applicants and
the other Covered Persons from the
disqualification provisions of section
9(a) of the Act. On December 19, 2012,
Applicants received a temporary
conditional order from the Commission
exempting them from section 9(a) of the
Act with respect to the Guilty Plea from
December 19, 2012, until the
Commission takes final action on an
application for a permanent order or, if
earlier, February 15, 2013.
3. Applicants believe they meet the
standard for exemption specified in
section 9(c). Applicants state that the
prohibitions of section 9(a) as applied to
them would be unduly and
disproportionately severe and that the
conduct of Applicants has been such as
not to make it against the public interest
or the protection of investors to grant
the exemption from section 9(a).
4. Applicants assert that the Conduct
did not involve any of the Applicants’
Fund Service Activities, and that the
Settling Firm does not serve in any of
the capacities described in section 9(a)
of the Act. Additionally, Applicants
assert that the Conduct did not involve
any Fund or ESC with respect to which
the Applicants provided Fund Service
Activities, or the assets of any such
Fund or ESC. Applicants further assert
that (i) none of the current or former
directors, officers or employees of the
Applicants (other than certain personnel
of the Settling Firm and UBS AG who
were not involved in any of the
Applicants’ Fund Service Activities)
had any knowledge of, or had any
involvement in, the Conduct; (ii) no
former employee of the Settling Firm or
any other Covered Person who
previously has been or who
subsequently may be identified by the
Settling Firm, UBS AG or any U.S. or
non-U.S. regulatory or enforcement
agencies as having been responsible for
the Conduct will be an officer, director,
or employee of any Applicant or any
other Covered Person; (iii) those
identified employees have had no, and
will not have any future, involvement in
the Covered Persons’ activities in any
capacity described in section 9(a) of the
Act; and (iv) because the personnel of
the Applicants (other than certain
personnel of the Settling Firm and UBS
AG who were not involved in any of the
Applicants’ Fund Service Activities) did
not have any involvement in the
Conduct, shareholders of those RICs and
ESCs were not affected any differently
than if those RICs and ESCs had
received services from any other nonaffiliated investment adviser or
principal underwriter. Applicants have
agreed that neither they nor any of the
other Covered Persons will employ any
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of the former employees of the Settling
Firm or any other Covered Person who
previously have been or who
subsequently may be identified by the
Settling Firm, UBS AG or any U.S. or
non-U.S. regulatory or enforcement
agency as having been responsible for
the Conduct in any capacity without
first making a further application to the
Commission pursuant to section 9(c).
5. Applicants further represent that
the inability of the Applicants (other
than the Settling Firm) to continue
providing Fund Service Activities
would result in potential hardships for
both the Funds and their shareholders.
Applicants state that they will distribute
written materials, including an offer to
meet in person to discuss the materials,
to the board of directors of each Fund,
including the directors who are not
‘‘interested persons,’’ as defined in
section 2(a)(19) of the Act, of such
Fund, and their independent legal
counsel as defined in rule 0–1(a)(6)
under the Act, if any, regarding the
Guilty Plea, any impact on the Funds,
and the application. The Applicants
will provide the Funds with all
information concerning the Plea
Agreement and the application that is
necessary for the Funds to fulfill their
disclosure and other obligations under
the federal securities laws.
6. Applicants also state that, if they
(other than the Settling Firm) were
barred from providing Fund Service
Activities to Funds, the effect on their
businesses and employees would be
severe. The Applicants state that they
have committed substantial capital and
resources to establishing expertise in
advising and sub-advising Funds and in
support of their principal underwriting
business.
7. Applicants state that several
Applicants and certain of their affiliates
have previously received orders under
section 9(c), as described in greater
detail in the application.
Applicants’ Conditions
Applicants agree that any order
granted by the Commission pursuant to
the application will be subject to the
following conditions:
1. Any temporary exemption granted
pursuant to the application shall be
without prejudice to, and shall not limit
the Commission’s rights in any manner
with respect to, any Commission
investigation of, or administrative
proceedings involving or against,
Covered Persons, including, without
limitation, the consideration by the
Commission of a permanent exemption
from section 9(a) of the Act requested
pursuant to the application or the
revocation or removal of any temporary
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exemptions granted under the Act in
connection with the application.
2. Neither the Applicants nor any of
the other Covered Persons will employ
any of the former employees of the
Settling Firm or any other Covered
Person who previously have been or
who subsequently may be identified by
the Settling Firm, UBS AG or any U.S.
or non-U.S. regulatory or enforcement
agency as having been responsible for
the Conduct in any capacity without
first making a further application to the
Commission pursuant to section 9(c).
Temporary Order
The Commission has considered the
matter and finds that Applicants have
made the necessary showing to justify
granting a temporary exemption.
Accordingly,
It is hereby ordered, pursuant to
section 9(c) of the Act, that the
Applicants and the other Covered
Persons are granted a temporary
exemption from the provisions of
section 9(a), effective forthwith, solely
with respect to the Guilty Plea, subject
to the conditions in the application,
until the date the Commission takes
final action on their application for a
permanent order.
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013–04013 Filed 2–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68933; File No. SR–CBOE–
2013–020]
Regulatory Organizations; Chicago
Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Renew an Existing
Pilot Program for an Additional
Fourteen Months
February 14, 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 February
7, 2013, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
1 15
2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
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 renew an
existing pilot program for an additional
fourteen months. Under the existing
pilot program, the Exchange is
permitted to list P.M.-settled options on
broad-based indexes that expire on: (a)
any Friday of the month, other than the
third Friday-of-the-month (‘‘End of
Week Expirations’’ or ‘‘EOWs’’), and (b)
the last trading day of the month (‘‘End
of Month Expirations’’ or ‘‘EOMs’’). The
text of the proposed rule change is
provided below.
(additions are italicized; deletions are
[bracketed])
*
*
*
*
*
Chicago Board Options Exchange,
Incorporated Rules
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*
*
*
*
*
Rule 24.9. Terms of Index Option
Contracts
(a)–(d) No change.
(e) End of Week/End of Month
Expirations Pilot Program (‘‘EOW/EOM
Pilot Program’’)
(1) End of Week (‘‘EOW’’) Expirations.
The Exchange may open for trading
EOWs on any broad-based index eligible
for regular options trading to expire on
any Friday of the month, other than the
third Friday-of-the-month. EOWs shall
be subject to all provisions of this Rule
and treated the same as options on the
same underlying index that expire on
the Saturday following the third Friday
of the month; provided, however, that
EOWs shall be P.M.-settled.
(2) End of Month (‘‘EOM’’)
Expirations. The Exchange may open for
trading EOMs on any broad-based index
eligible for regular options trading to
expire on last trading day of the month.
EOMs shall be subject to all provisions
of this Rule and treated the same as
options on the same underlying index
that expire on the Saturday following
the third Friday of the month; provided,
however, that EOMs shall be P.M.settled.
(3) Duration of EOW/EOM Pilot
Program. The EOW/EOM Pilot Program
shall be through [February 14, 2013]
April 14, 2014.
(4) EOW/EOM Trading Hours on the
Last Trading Day. On the last trading
day, transactions in expiring EOWs and
EOMs may be effected on the Exchange
between the hours of 8:30 a.m. (Chicago
time) and 3:00 p.m. (Chicago time). This
subsection (4) applies to all outstanding
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expiring EOW and EOM Expirations
listed on or before May 6, 2011 and all
EOWs and EOMs listed thereafter under
the EOW/EOM Pilot Program.
* * * Interpretations and Policies:
.01–.13 No change
*
*
*
*
*
The text of the proposed rule change
is also available on the Exchange’s Web
site (https://www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at 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
Exchange 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
Exchange 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
On September 14, 2010, the
Commission approved a CBOE proposal
to establish a pilot program under
which the Exchange is permitted to list
P.M.-settled options on broad-based
indexes to expire on (a) any Friday of
the month, other than the third Fridayof-the-month, and (b) the last trading
day of the month.3 Under the terms of
the End of Week/End of Month
Expirations Pilot Program (‘‘Program’’),
EOWs and EOMs are permitted on any
broad-based index that is eligible for
regular options trading. EOWs and
EOMs are cash-settled and have
European-style exercise. The proposal
became effective on a pilot basis for a
period of fourteen months that
commenced on the next full month after
approval was received to establish the
Program 4 and was subsequently
extended.5 The Program is scheduled to
expire on February 14, 2013. The
Exchange believes that the Program has
3 See Securities Exchange Act Release No. 62911
(September 14, 2010), 75 FR 57539 (September 21,
2010) (order approving SR–CBOE–2009–075).
4 Id.
5 See Securities Exchange Act Release No. 65741
(November 14, 2011), 76 FR 72016 (November 21,
2011) (immediately effective rule change extending
the Program through February 14, 2013).
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12375
been successful and well received by its
Trading Permit Holders and the
investing public during that [sic] the
time that it has been in operation. The
Exchange hereby proposes to extend the
Program for an additional fourteen
months, so that it will expire on April
14, 2014. This proposal does not request
any other changes to the Program.
Pursuant to the order approving the
establishment of the Program, two
months prior to the conclusion of the
pilot period, CBOE is required to submit
an annual report to the Commission,
which addresses the following areas:
Analysis of Volume & Open Interest,
Monthly Analysis of EOW & EOM
Trading Patterns and Provisional
Analysis of Index Price Volatility. The
Exchange has submitted, under separate
cover, the annual report in connection
with the present proposed rule change.
Confidential treatment under the
Freedom of Information Act is requested
regarding the annual report.
If, in the future, the Exchange
proposes an additional extension of the
Program, or should the Exchange
propose to make the Program permanent
(which the Exchange currently intends
to do), the Exchange will submit an
annual report (addressing the same
areas referenced above and consistent
with the order approving the
establishment of the Program) to the
Commission at least two months prior to
the expiration date of the Program. The
annual report will be provided to the
Commission on a confidential basis.
Any positions established under the
Program will not be impacted by the
expiration of the Program.
The Exchange believes there is
sufficient investor interest and demand
in the Program to warrant its extension.
The Exchange believes that the Program
has provided investors with additional
means of managing their risk exposures
and carrying out their investment
objectives. Furthermore, the Exchange
has not experienced any adverse market
effects with respect to the Program.
The Exchange believes that the
proposed extension of the Program will
not have an adverse impact on capacity.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.6 Specifically,
the Exchange believes the proposed rule
change is consistent with the Section
6 15
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U.S.C. 78f(b).
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Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
6(b)(5) 7 requirements that the rules of
an 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 facilitation 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.
Additionally, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 8 requirement that
the rules of an exchange not be designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
In particular, the Exchange believes
that the Program has been successful to
date and states that it has not
encountered any problems with the
Program. The proposed rule change
allows for an extension of the Program
for the benefit of market participants.
Additionally, the Exchange believes that
there is demand for the expirations
offered under the Program and believes
that that EOWs and EOMs will continue
to provide the investing public and
other market participants increased
opportunities to better manage their risk
exposure.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
sroberts on DSK5SPTVN1PROD with NOTICES
CBOE 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, by extending
the expiration of the Program, the
proposed rule change will allow for
further analysis of the Program and a
determination of how the Program shall
be structured in the future. In doing so,
the proposed rule change will also serve
to promote regulatory clarity and
consistency, thereby reducing burdens
on the marketplace and facilitating
investor protection.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
7 15
U.S.C. 78f(b)(5).
8 Id.
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III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 9 and Rule
19b–4(f)(6) thereunder.10 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 11 and Rule 19b–4(f)(6)(iii)
thereunder.12
The Exchange has asked the
Commission to waive the 30-day
operative delay.13 The Commission
believes that waiving the 30-day
operative delay is consistent with the
protection of investors and the public
interest because it will allow the
Program to continue uninterrupted.
Accordingly, the Commission
designates the proposal operative upon
filing.14
At any time within 60 days of the
filing of the 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. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
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:
9 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
11 15 U.S.C. 78s(b)(3)(A).
12 17 CFR 240.19b–4(f)(6)(iii). In addition, Rule
19b–4(f)(6) requires a self-regulatory organization to
give the Commission written notice of its intent to
file the proposed rule change at least five business
days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
13 17 CFR 240.19b–4(f)(6)(iii).
14 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule change’s impact on efficiency,
competition, and capital formation. 15 U.S.C. 78c(f).
10 17
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Fmt 4703
Sfmt 9990
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–CBOE–2013–020 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–CBOE–2013–020. 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 the principal
office of the Exchange. 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–CBOE–
2013–020 and should be submitted on
or before March 15, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–04014 Filed 2–21–13; 8:45 am]
BILLING CODE 8011–01–P
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CFR 200.30–3(a)(12).
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Agencies
[Federal Register Volume 78, Number 36 (Friday, February 22, 2013)]
[Notices]
[Pages 12374-12376]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-04014]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68933; File No. SR-CBOE-2013-020]
Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Renew an Existing Pilot Program for an
Additional Fourteen Months
February 14, 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 February 7, 2013, Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``Commission'') the proposed rule change as described
in Items I and II below, which Items have been prepared by the
Exchange. The Commission is
[[Page 12375]]
publishing this notice to solicit comments on the proposed rule change
from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 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 renew an existing pilot program for an
additional fourteen months. Under the existing pilot program, the
Exchange is permitted to list P.M.-settled options on broad-based
indexes that expire on: (a) any Friday of the month, other than the
third Friday-of-the-month (``End of Week Expirations'' or ``EOWs''),
and (b) the last trading day of the month (``End of Month Expirations''
or ``EOMs''). The text of the proposed rule change is provided below.
(additions are italicized; deletions are [bracketed])
* * * * *
Chicago Board Options Exchange, Incorporated Rules
* * * * *
Rule 24.9. Terms of Index Option Contracts
(a)-(d) No change.
(e) End of Week/End of Month Expirations Pilot Program (``EOW/EOM
Pilot Program'')
(1) End of Week (``EOW'') Expirations. The Exchange may open for
trading EOWs on any broad-based index eligible for regular options
trading to expire on any Friday of the month, other than the third
Friday-of-the-month. EOWs shall be subject to all provisions of this
Rule and treated the same as options on the same underlying index that
expire on the Saturday following the third Friday of the month;
provided, however, that EOWs shall be P.M.-settled.
(2) End of Month (``EOM'') Expirations. The Exchange may open for
trading EOMs on any broad-based index eligible for regular options
trading to expire on last trading day of the month. EOMs shall be
subject to all provisions of this Rule and treated the same as options
on the same underlying index that expire on the Saturday following the
third Friday of the month; provided, however, that EOMs shall be P.M.-
settled.
(3) Duration of EOW/EOM Pilot Program. The EOW/EOM Pilot Program
shall be through [February 14, 2013] April 14, 2014.
(4) EOW/EOM Trading Hours on the Last Trading Day. On the last
trading day, transactions in expiring EOWs and EOMs may be effected on
the Exchange between the hours of 8:30 a.m. (Chicago time) and 3:00
p.m. (Chicago time). This subsection (4) applies to all outstanding
expiring EOW and EOM Expirations listed on or before May 6, 2011 and
all EOWs and EOMs listed thereafter under the EOW/EOM Pilot Program.
* * * Interpretations and Policies:
.01-.13 No change
* * * * *
The text of the proposed rule change is also available on the
Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's Office of the
Secretary, and at 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 Exchange 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 Exchange 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
On September 14, 2010, the Commission approved a CBOE proposal to
establish a pilot program under which the Exchange is permitted to list
P.M.-settled options on broad-based indexes to expire on (a) any Friday
of the month, other than the third Friday-of-the-month, and (b) the
last trading day of the month.\3\ Under the terms of the End of Week/
End of Month Expirations Pilot Program (``Program''), EOWs and EOMs are
permitted on any broad-based index that is eligible for regular options
trading. EOWs and EOMs are cash-settled and have European-style
exercise. The proposal became effective on a pilot basis for a period
of fourteen months that commenced on the next full month after approval
was received to establish the Program \4\ and was subsequently
extended.\5\ The Program is scheduled to expire on February 14, 2013.
The Exchange believes that the Program has been successful and well
received by its Trading Permit Holders and the investing public during
that [sic] the time that it has been in operation. The Exchange hereby
proposes to extend the Program for an additional fourteen months, so
that it will expire on April 14, 2014. This proposal does not request
any other changes to the Program.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 62911 (September 14,
2010), 75 FR 57539 (September 21, 2010) (order approving SR-CBOE-
2009-075).
\4\ Id.
\5\ See Securities Exchange Act Release No. 65741 (November 14,
2011), 76 FR 72016 (November 21, 2011) (immediately effective rule
change extending the Program through February 14, 2013).
---------------------------------------------------------------------------
Pursuant to the order approving the establishment of the Program,
two months prior to the conclusion of the pilot period, CBOE is
required to submit an annual report to the Commission, which addresses
the following areas: Analysis of Volume & Open Interest, Monthly
Analysis of EOW & EOM Trading Patterns and Provisional Analysis of
Index Price Volatility. The Exchange has submitted, under separate
cover, the annual report in connection with the present proposed rule
change. Confidential treatment under the Freedom of Information Act is
requested regarding the annual report.
If, in the future, the Exchange proposes an additional extension of
the Program, or should the Exchange propose to make the Program
permanent (which the Exchange currently intends to do), the Exchange
will submit an annual report (addressing the same areas referenced
above and consistent with the order approving the establishment of the
Program) to the Commission at least two months prior to the expiration
date of the Program. The annual report will be provided to the
Commission on a confidential basis. Any positions established under the
Program will not be impacted by the expiration of the Program.
The Exchange believes there is sufficient investor interest and
demand in the Program to warrant its extension. The Exchange believes
that the Program has provided investors with additional means of
managing their risk exposures and carrying out their investment
objectives. Furthermore, the Exchange has not experienced any adverse
market effects with respect to the Program.
The Exchange believes that the proposed extension of the Program
will not have an adverse impact on capacity.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Securities Exchange Act of 1934 (the ``Act'') and the rules and
regulations thereunder applicable to the Exchange and, in particular,
the requirements of Section 6(b) of the Act.\6\ Specifically, the
Exchange believes the proposed rule change is consistent with the
Section
[[Page 12376]]
6(b)(5) \7\ requirements that the rules of an 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 facilitation 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. Additionally, the Exchange
believes the proposed rule change is consistent with the Section
6(b)(5) \8\ requirement that the rules of an exchange not be designed
to permit unfair discrimination between customers, issuers, brokers, or
dealers.
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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
\8\ Id.
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In particular, the Exchange believes that the Program has been
successful to date and states that it has not encountered any problems
with the Program. The proposed rule change allows for an extension of
the Program for the benefit of market participants. Additionally, the
Exchange believes that there is demand for the expirations offered
under the Program and believes that that EOWs and EOMs will continue to
provide the investing public and other market participants increased
opportunities to better manage their risk exposure.
B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE 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, by extending the expiration of the Program, the proposed
rule change will allow for further analysis of the Program and a
determination of how the Program shall be structured in the future. In
doing so, the proposed rule change will also serve to promote
regulatory clarity and consistency, thereby reducing burdens on the
marketplace and facilitating investor protection.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \9\ and Rule 19b-4(f)(6) thereunder.\10\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act \11\ and Rule 19b-
4(f)(6)(iii) thereunder.\12\
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\9\ 15 U.S.C. 78s(b)(3)(A)(iii).
\10\ 17 CFR 240.19b-4(f)(6).
\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(6)(iii). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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The Exchange has asked the Commission to waive the 30-day operative
delay.\13\ The Commission believes that waiving the 30-day operative
delay is consistent with the protection of investors and the public
interest because it will allow the Program to continue uninterrupted.
Accordingly, the Commission designates the proposal operative upon
filing.\14\
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\13\ 17 CFR 240.19b-4(f)(6)(iii).
\14\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule change's impact on
efficiency, competition, and capital formation. 15 U.S.C. 78c(f).
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At any time within 60 days of the filing of the 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. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
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-CBOE-2013-020 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-CBOE-2013-020. 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 the principal office of the Exchange. 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-CBOE-2013-020 and should be
submitted on or before March 15, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-04014 Filed 2-21-13; 8:45 am]
BILLING CODE 8011-01-P