Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing of Proposed Rule Change Amending NYSE Rules 451 and 465, and the Related Provisions of Section 402.10 of the NYSE Listed Company Manual, Which Provide a Schedule for the Reimbursement of Expenses by Issuers to NYSE Member Organizations for the Processing of Proxy Materials and Other Issuer Communications Provided to Investors Holding Securities in Street Name and to Establish a Five-Year Fee for the Development of an Enhanced Brokers Internet Platform, 12381-12397 [2013-04092]
Download as PDF
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
rule change is appropriate and
consistent with the Act.
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. The
Exchange does not believe the proposed
rule change to exclude Intra-day Adds
during the day which such series are
added for trading from Market-Makers’
quoting obligations will cause any
unnecessary burden on intramarket
competition because it provides the
same relief to a group of similarly
situated market participants—MarketMakers. The Exchange does not believe
the proposed change will cause any
unnecessary burden on intermarket
competition because Intra-day Adds are
a very small portion of series on the
Exchange. Exchange further believes
that the potential small reduction in
liquidity in Intra-day Adds that may
result from the proposed relief would be
far outweighed by the significant
reduction in liquidity in appointed
classes that the Exchange believes could
occur from withdrawals from and
reductions in applications for MarketMaker appointments without the
proposed relief. In addition, the
Exchange believes that the proposed
rule change will in fact relieve any
burden on, or otherwise promote,
competition. The Exchange believes that
excluding Intra-day Adds on the day
during which they are added for trading
from Market-Maker obligations will
promote trading activity on the
Exchange to the benefit of the Exchange,
its TPHs, and market participants.
The Exchange does not believe the
proposed rule change to clarify that
Market-Makers may receive
participation entitlements in Intra-day
Adds in their appointed classes in
which they are quoting, even though
they are not required to quote, if the
other requirements set forth in the Rules
are satisfied, will cause any unnecessary
burden on intramarket competition
because it too provides the same relief
to a group of similarly situated market
participants—Market-Makers. The
Exchange does not believe the proposed
change will cause any unnecessary
burden on intermarket competition
because Market-Makers are currently
entitled to receive participation
entitlements on series they are not
obligated to quote in under the Rules. In
addition, the Exchange believes that the
proposed rule change will in fact relieve
any burden on, or otherwise promote,
competition. The Exchange believes
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
allowing Market-Makers to receive a
participation entitlements in Intra-day
Adds will promote trading activity on
the Exchange because it will incentivize
Market-Makers to quote in such series
though not obligated to do so to the
benefit of the Exchange, its TPHs, and
market participants.
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the Exchange consents, the Commission
will:
A. By order approve or disapprove
such proposed rule change, or
B. Institute proceedings to determine
whether the proposed rule change
should be 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 rulecomments@sec.gov. Please include File
Number SR–CBOE–2013–019 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–2013–019. 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
PO 00000
Frm 00092
Fmt 4703
Sfmt 4703
12381
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 the
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–
2013–019, and should be submitted on
or before March 15, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–04133 Filed 2–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68936; File No. SR–NYSE–
2013–07]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing of Proposed Rule Change
Amending NYSE Rules 451 and 465,
and the Related Provisions of Section
402.10 of the NYSE Listed Company
Manual, Which Provide a Schedule for
the Reimbursement of Expenses by
Issuers to NYSE Member
Organizations for the Processing of
Proxy Materials and Other Issuer
Communications Provided to Investors
Holding Securities in Street Name and
to Establish a Five-Year Fee for the
Development of an Enhanced Brokers
Internet Platform
February 15, 2013.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
25 17
1 15
E:\FR\FM\22FEN1.SGM
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
22FEN1
12382
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on February
1, 2013, New York Stock Exchange LLC
(‘‘NYSE’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’ or
‘‘SEC’’) 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Rules 451 and 465, and the
related provisions of Section 402.10 of
the NYSE Listed Company Manual,
which provide a schedule for the
reimbursement of expenses by issuers to
NYSE member organizations for the
processing of proxy materials and other
issuer communications provided to
investors holding securities in street
name. 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.
(‘‘PFAC’’ or the ‘‘Committee’’) to review
the existing fee structure and make such
recommendations for change as the
PFAC believed appropriate.
BACKGROUND
The Exchange has been mindful for
several years that a further review of the
proxy fee rules would be useful. The
Exchange’s Proxy Working Group in
2007 noted a variety of fee-related
issues, and the Exchange was aware of
concerns expressed by various parties
with an interest in the proxy
distribution process. However, when the
Exchange became aware that the
Securities and Exchange Commission
(‘‘SEC’’) was preparing a study of proxyrelated issues, it judged it advisable to
await the SEC’s publication prior to
initiating a formal review of the fees.
On July 14, 2010 the Securities and
Exchange Commission issued its
Concept Release on the U.S. Proxy
System, which has come to be known as
the ‘‘Proxy Plumbing Release’’. Among
the many issues discussed in that
Release were proxy distribution fees,
and the SEC stated that ‘‘it appears to be
an appropriate time for SROs to review
their existing fee schedules to determine
whether they continue to be reasonably
related to the actual costs of proxy
solicitation.’’4
As the SEC explained in the Proxy
Plumbing Release,
‘‘There are two types of security holders in
the U.S.—registered owners and beneficial
owners.
*
*
*
*
*
Registered owners (also known as ‘record
holders’) have a direct relationship with the
issuer because their ownership of shares is
listed on the records maintained by the issuer
or its transfer agent.
*
*
*
*
*
sroberts on DSK5SPTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Proxy distribution fees have been part
of the New York Stock Exchange’s rules
for many years, and have been reviewed
and changed periodically over that time.
The Exchange has long operated under
the assumption that these fees should
represent a consensus view of the
issuers and the broker-dealers involved.
In September 2010 the Exchange formed
the Proxy Fee Advisory Committee
The vast majority of investors in shares
issued by U.S. companies today are
beneficial owners, which means that they
hold their securities in book-entry form
through a securities intermediary, such as a
broker-dealer or bank. This is often referred
to as owning in ‘street name.’ A beneficial
owner does not own the securities directly.
Instead, as a customer of the securities
intermediary, the beneficial owner has an
entitlement to the rights associated with
ownership of the securities.5’’
As further noted in the Proxy
Plumbing Release, SEC rules require
broker-dealers and banks to distribute
proxy material to beneficial owners, but
the obligation is conditioned on their
being asured [sic] of reimbursement of
2 15
3 17
U.S.C. 78a.
CFR 240.19b–4.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
4 SEC Release No. 34–62495; File No. S7–14–10,
75 Fed. Reg. 42982 (July 22, 2010) at text following
note 138.
5 Id. at text accompanying notes 23 to 31;
footnotes omitted.
PO 00000
Frm 00093
Fmt 4703
Sfmt 4703
their reasonable expenses. The SEC has
relied on stock exchange rules to specify
the reimbursement rates,6 and it has
been the rules of the NYSE that have
established the standard used in the
industry.
Since the 1980’s, street name
shareholding has proliferated, with
estimates today that over 80% of
publicly held securities are in street
name.7 Over this time, banks and
brokers have increasingly turned to
third party service providers to
coordinate most aspects of this process,
from coordinating the beneficial owner
search to arranging the delivery of proxy
materials to the beneficial owners. In
the lexicon of proxy distribution, the
banks and brokers are referred to as
‘‘nominees’’, and the third party service
providers that coordinate the
distributions for multiple nominees are
referred to as ‘‘intermediaries’’. At the
present time, almost all proxy
processing in the U.S. is handled by a
single intermediary, Broadridge
Financial Solutions, Inc.
(‘‘Broadridge’’).8 Broadridge reported
that during the year ended April 30,
2012 it processed over 12,000 proxy
distribution jobs involving over 638
billion shares.9 Broadridge has
estimated that in recent years it handles
distributions to some 90 million
beneficial owners with accounts at over
900 custodian banks and brokers.10
Based on information from
Broadridge, the PFAC estimated that
6 Id. at text accompanying notes 104–105. Note
that although the rules of NYSE or any other
exchange or FINRA apply only to members, who are
all broker-dealers, the SEC has indicted [sic] that
the fees provided in these self-regulatory
organization rules should also be considered as
appropriate reimbursement to banks for their
distribution of proxy materials to their customers
who are beneficial owners. See SEC Rule 14b2(c)(3), and discussion in the SEC’s 1986 adopting
release, No. 33–15435 [sic], at text accompanying
note 52. For this reason, when discussing proxy fees
herein, we will at times refer to both banks and
brokers, notwithstanding that NYSE rules do not
apply to any entity not a member of the NYSE.
7 See, e.g., Briefing Paper for 2007 SEC
Roundtable on Proxy Voting Mechanics, available at
www.sec.gov/spotlight/proxyprocess/proxyvoting
brief.htm.
8 Other intermediaries competing with Broadridge
are Proxy Trust (focuses on nominees that are trust
companies), Mediant Communications and
Inveshare, but their market share is relatively small.
The Exchange is aware of one broker-dealer,
FOLIOfn Investments, Inc., that provides proxy
distribution to its accounts itself, without using the
services of an intermediary.
9 Broadridge 2012 Proxy Season Key Statistics &
Performance Rating, available at www.broadridge.
com/Content.aspx?DocID–1498. The Commission
notes the link is https://media.broadridge.com/
documents/Broadridge_2012_Proxy_Season_Stats_
Presentation.pdf.
10 Comment letter on Proxy Plumbing Release
from Charles V. Callan, Broadridge, October 14,
2010.
E:\FR\FM\22FEN1.SGM
22FEN1
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
issuers spend approximately $200
million in aggregate on fees for proxy
distribution to street name shareholders
during a year. This does not count the
amounts spent on printing and postage
for those street name distributions that
are not made electronically—the PFAC
observed that those costs are typically
estimated to be more than double the
amount spent on proxy fees,
demonstrating why efforts to suppress
physical mailings are so important from
a cost perspective. The cost incurred by
any given issuer varies widely
depending on how broadly its stock is
held, and the extent to which physical
mailings to its shareholders have been
eliminated. Again based on information
from Broadridge, among the issuers
represented on the PFAC, the smallest
spent some $8,500 on proxy fees in the
most recent (2012) proxy season, while
the largest spent approximately $1.1
million. Among another representative
group of issuers used by the PFAC for
study purposes, the smallest paid
approximately $10,000 in proxy fees
this year, while the largest spent
approximately $2 million. Overall
Broadridge estimated that in its most
recent fiscal year issuers owned by
100,000 or fewer street name accounts
paid approximately 38% of all street
name fees, issuers owned by 100,001 to
500,000 accounts paid approximately
30% of such fees, with 32% paid by
issuers owned by more than 500,000
street name accounts.
Since 1937 the NYSE has specified
the level of reimbursement which, if
provided to the member broker-dealers,
would obligate them to effect the
distribution of proxy materials to street
name holders, and those rates have been
revised periodically since then. The last,
and most far-reaching, revision was
finalized in 2002. It was the culmination
of a multi-year, multi-task force effort
that began in 1995, and attempted to
both recognize and encourage
significant changes in computer
technology that permitted more
efficient, and increasingly paperless,
distribution of proxy material.
The proxy distribution fees that
emerged from that effort and remain in
effect include:
• A basic processing fee of 40 cents for
each account beneficially owning shares in
the issuer that is distributing proxy material.
• A flat nominee fee of $20 per nominee
served by an intermediary.11
• An additional fee to compensate the
intermediary based on the number of
11 As noted above, a ‘‘nominee’’ is a bank or
broker in which a beneficial owner has an account,
and an ‘‘intermediary’’ is a third party that
coordinates proxy distributions for multiple
nominees.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
accounts at nominees served by the
intermediary that beneficially own shares in
the issuer.
• 5 cents per account for issuers owned by
200,000 or more street name accounts.
• 10 cents per account for issuers owned
by fewer than 200,000 street name accounts.
• An incentive fee that applies whenever
the need to mail materials in paper format to
an account has been eliminated.
• 25 cents per account for issuers owned
by 200,000 or more street name accounts.
• 50 cents per account for issuers owned
by fewer than 200,000 street name
accounts.12
The creation of a nominee fee, of an
incentive fee for mailing suppression,
and of fee differentiation between large
and small issuers to recognize the
economies of scale available in serving
the former, are all elements that
emerged from the review process that
began in 1995 and culminated in
2002.13
The proxy fees were also the subject
of a partial review in the middle of this
last decade, although no change was
made at that time. A Proxy Working
Group (‘‘PWG’’) was created by the
NYSE in 2005, composed of a diverse
group of individuals from issuers,
broker-dealers, the legal community and
investors. It focused on several different
aspects of the proxy process,
particularly the NYSE rules on when
brokers may vote shares for which no
voting instructions were received from
the beneficial owner. However, the PWG
also looked at whether the NYSE rules
on proxy distribution fees should be
made applicable to the SEC’s then new
‘‘e-proxy’’ system (today referred to as
‘‘notice and access’’), and concluded
that as an initial matter, they should
not. In part, the PWG believed it was
appropriate to allow some time during
which market forces might create a
12 The incentive fee is in addition to the other
fees, so that even if a paper mailing is suppressed,
the basic processing fee and all the intermediary
fees still apply. This is explained in the SEC’s Proxy
Plumbing Release (see note 4, supra) at footnote
120. Suppression of mailing eliminates the postage
costs for the issuer, but not these processing-related
fees. The rules proposed in this filing will rename
‘‘incentive fees’’ as ‘‘preference management fees,’’
but the concept remains the same as today and the
preference management fees are in addition to, and
not in lieu of, the other processing and intermediary
fees.
13 For many years the NYSE proxy fee rules
subjected all issuers to the same rates. However,
when the last changes were approved in 2002, the
rules began to differentiate between ‘‘Large Issuers’’
and ‘‘Small Issuers.’’ This was because it was
determined that economies of scale existed for
many of the tasks of processing material for
distribution, and for collecting voting instructions.
Those analyzing the situation at that time found
that the actual cost of proxy distribution incurred
with respect to large issuers was lower than the
specified fees, whereas the actual cost for handling
small issuers far exceeded the fees provided in the
NYSE rules. SEC Release 34–45644 (SR–NYSE–
2001–53, March 25, 2002).
PO 00000
Frm 00094
Fmt 4703
Sfmt 4703
12383
consensus regarding the appropriate
kind and level of fees under the new eproxy rules.
The PWG Reports are referenced in
the Concept Release, and the general
concerns over proxy distribution fees
that were voiced to the PWG are similar
to those outlined in the Concept
Release.14
The Exchange brought together the
Proxy Fee Advisory Committee
composed of representatives of issuers,
broker dealers and investors to review
the current rules and how they are
applied, and the Committee met with a
wide variety of participants in the proxy
process to gather information on what is
necessary to efficiently and effectively
distribute proxy material to street name
shareholders and collect their votes. The
Committee began its work in October,
2010, and provided its Report and
recommendations to the NYSE on May
16, 2012. The Committee’s Report may
be found at https://usequities.nyx.com/
sites/usequities.nyx.com/files/
final_pfac_report.pdf.15
Analysis and Recommendations
As noted above, the obligation of
brokers and banks to distribute proxy
material to beneficial owners is
conditioned on their being assured of
reimbursement of their reasonable
expenses, and the SEC relies on
exchange rules to specify those
reimbursement rates. NYSE Rule 451
states that ‘‘The Exchange has approved
the following as fair and reasonable
rates of reimbursement of member
organizations for all out-of-pocket
expenses, including reasonable clerical
expenses, incurred in connection with
proxy solicitations pursuant to Rule 451
and in mailing interim reports or other
14 It is important to understand that some of the
concerns expressed about the proxy distribution
process are not within the purview of the Exchange
to address. Issues have been raised as to whether
beneficial owners should continue to be able to be
Objecting Beneficial Owners, or OBOs, and whether
there should be a central data aggregator for
beneficial owner information that would enable
issuers to distribute proxy materials directly to
beneficial owners rather than through the bank and
broker nominees. However, today’s distribution
regimen is established by the securities laws and
the SEC, and the Exchange does not have the power
to alter it.
The Exchange notes also that, in its comment
letter on the Proxy Plumbing Release, the Exchange
stated that it would welcome a movement away
from utilizing SRO rules to set the default proxy
distribution fees. While NYSE has had a long
history as an innovator and important source of
rules for the U.S. proxy process, the SEC has long
since taken over the field as the source of regulation
for that process. The Exchange believes that the
much reduced role of exchanges in proxy regulation
means that they may no longer be the best source
of rulemaking in the proxy fee area.
15 The members of the Committee are listed in its
Report.
E:\FR\FM\22FEN1.SGM
22FEN1
sroberts on DSK5SPTVN1PROD with NOTICES
12384
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
material pursuant to Rule 465.’’ As the
Committee noted in its report, for at
least the last 30 years, the NYSE has
dealt with this issue by convening
advisory panels of industry
participants—brokers, issuers and
investors—to advise on what should be
considered ‘‘fair and reasonable rates of
reimbursement,’’ and then subjecting
the proposals to review and approval by
the SEC.16
Although the NYSE rules speak in
terms of reimbursing brokers for their
reasonable expenses, it appears selfevident that this was never feasible on
an individual brokerage firm basis given
that the rules provided one price to be
used by a multiplicity of firms
providing services, each with
presumably different costs. That issue
continued even after services were
almost all centralized in one outsourced
service provider, Broadridge. This is so
because each firm continued to have
some workload of its own, and each
firm negotiated its own, arms-length
agreement with Broadridge, and so had
outsourcing costs that differed from firm
to firm. In addition, the introduction of
incentive fees in the late 1990s
established that ‘‘fair and reasonable
rates of reimbursement’’ encompassed
rates that were not associated with a
specified level of costs, but rather were
considered adequate to encourage the
development of systems that would lead
to the elimination of physical delivery.
Given this state of facts, the
Committee took the view that the NYSE
proxy fee rules do not lend themselves
to ‘‘utility rate-making,’’ where the
specific costs of a process are analyzed
and rates revised periodically to permit
a specified ‘‘rate of return.’’
However, the Committee did what it
could to engage in a review that would
in certain ways approximate such a
process. It looked first at publicly
available financial information on
Broadridge, which is a public SECreporting company. Unfortunately for
this analytical purpose, Broadridge has
several business lines other than street
name proxy distribution, and it does not
isolate costs and revenues from the
street name proxy distribution business
in any of its publicly reported numbers.
There were several analyst reports
available on Broadridge that discussed
the segment in which Broadridge
includes this activity, which Broadridge
refers to as its Investor Communications
16 See, for example, SEC Release No. 34–45644,
March 25, 2002 (SR–NYSE–2001–53); SEC Release
No. 34–38406, March 24, 1997 (SR–NYSE–96–36);
and SEC Release No. 34–21900, March 28, 1985
(SR–NYSE–85–2).
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
Solutions segment, or ICS.17 Broadridge
has reported flat to declining margin in
this segment over the last four years,
from 16% in fiscal 2008 to 14.9% for
fiscal 2012.
The Committee also took note of the
fact that since the fees were last changed
in 2002, there has been an effective
decline in the fees of approximately
20%, given the impact of inflation.
Indeed, the nominee coordination fee
dates from 1997, and so has been eroded
approximately 29% by inflation since
that time.18 Broadridge pointed out to
the PFAC that while the fees paid to
nominees for proxy distribution have
remained unchanged, other costs
incurred by various entities in activities
related to proxy distribution have
increased by various amounts over
approximately the same period—bulk
rate postage by an estimated 38%,
printing costs 12%, electricity 60%, and
overall IT expenditures by financial
services entities, 59%.19
After fact gathering and analysis, the
Committee focused on a set of
recommendations intended to serve
several basic goals:
• To support the current proxy
distribution system, given that it provides a
reliable, accurate and secure process for
distributing proxy materials to street name
stockholders. It is also important that the fee
structure continues to encourage cost savings
through reducing printing, postage and
physical handling of proxy materials.
• To encourage and facilitate active voting
participation by retail street name
shareholders.
• To improve the transparency of the fee
structure, so that it is not only clearer to
issuers what services they are paying for, but
also that fees are consistent with the type and
amount of work involved. Updating the
17 Broadridge’s ICS revenues combine the street
name and registered proxy businesses. This also
includes both U.S. and non-U.S. public companies,
but we assume that the non-U.S. company income
is a relatively small part of the whole. Broadridge
separately reports its fee revenue from mutual fund
proxy statement and report distribution.
18 Based on the Bureau of Labor Statistics
Consumer Price Index All Urban Consumers (CPI–
U), U.S. city average, all items, 1982–84=100,
annual average figures for 2011 (224.939), 2002
(179.9) and 1997 (160.5). Available at ftp://
ftp.bls.gov/pub/special.requests/cpi/cpiai.txt.
19 Data cited by Broadridge in support of these
figures are: For postage—Effective 6/30/02: standard
A ‘‘bulk’’ flat @$0.552; first class letter @$0.37.
Effective 4/17/11: standard A ‘‘bulk’’ flat @$0.761
and first class letter @$0.44. For printing—NIRI
biennial surveys; median cost @$4.32 (2004) and
$4.82 (2010). For electricity—Bureau of Labor
Statistics, Consumer Price Index—Average Price
Data, New York-Northern New Jersey-Long Island,
NY–NJ–CT–PA, Electricity per KWH, 2002 to 2011.
For overall IT expenditures—Gartner Group,
‘‘Financial Services Market Regains Momentum:
Forecast Through 2006’’, February 2003. Gartner
Group, ‘‘Forecast: Enterprise IT Spending for the
Banking and Securities Market, Worldwide, 2009–
2015, 3Q11 Update, October 2011.
PO 00000
Frm 00095
Fmt 4703
Sfmt 4703
terminology used in the rule will be a part
of this effort. For example, ‘‘incentive fees’’
will be called ‘‘preference management fees,’’
to better describe the work involved. It is also
important for transparency that the rules be
structured to avoid undue complexity.
• To ensure the fees are as fair as possible,
reflecting to the extent possible both
economies of scale in processing, and
sensitivity to who (issuer or broker) benefits
from the processing being paid for. In the
course of its review the Committee addressed
several of the issues that were singled out in
the SEC’s Proxy Plumbing Concept Release,
notably the fees charged in connection with
managed accounts, and the fees charged for
utilizing notice and access.
The changes proposed herein reduce
some fees and increase others, and
Broadridge estimated for the PFAC that
overall fees paid by issuers will
decrease by approximately four percent.
The Committee also focused on whether
the new recommended fees appear to be
aligned with the work effort to which
the fees relate. At the Committee’s
request, Broadridge analyzed the work
effort across the several tasks involved
in proxy distribution. The Committee
observed that this analysis confirmed
that fees and work effort appeared to be
roughly in line.
The following is an outline
description of the various
recommendations and the rationale for
the changes proposed.
Basic Fees
This category includes both a pernominee fee and two separate peraccount fees.
Nominee Fee: The nominee fee is
currently $20 per nominee (bank or
broker) served by an intermediary (e.g.,
Broadridge). As noted earlier, this $20
fee has not changed since its
implementation in 1997, and has been
eroded by some 29% by inflation since
that time. In addition, while not
required under the current rule, it has
been Broadridge’s longstanding practice
to only charge this amount for a
nominee that responds to a search
request with an indication that it does
have at least one account holding the
issuer’s stock. This is so
notwithstanding that for each meeting
or distribution Broadridge makes
inquiry of all nominees whether they
hold any of the particular security
involved. Broadridge notes that while
they serve some 900 nominees, the
average issuer is held by approximately
100 nominees.
In order to compensate for the impact
of inflation and to better align this fee
with what the PFAC understood to be
the work involved, it is recommended
that the basic per-nominee fee be
increased to $22, but that the rule
E:\FR\FM\22FEN1.SGM
22FEN1
sroberts on DSK5SPTVN1PROD with NOTICES
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
specify that it applies only to nominees
with at least one account holding the
issuer’s stock.
The PFAC Report had recommended
that the rule also provide for a charge
of 50 cents per nominee for those
solicited who indicated no holdings of
the stock involved, with a cap of $100
for the smallest issuers. Subsequent to
publication of the PFAC Report, figures
from the 2012 proxy season became
available from Broadridge. Given
changes to the issuer population
between 2011 and 2012 seasons it
became necessary to reduce certain of
the PFAC-proposed fees to keep the
overall financial impact of the proposed
changes at approximately the same level
as proposed in the PFAC Report.
Accordingly, the additional 50 cents
charge for each nominee reporting zero
positions has been eliminated. In
addition, the basic processing fees are
reduced somewhat from those proposed
in the PFAC Report.
Per-account Fees: The two separate
per-account fees are the basic processing
fee, and the ‘‘intermediary unit fee’’,
which is, in addition to the nominee fee
described above, intended as
compensation to the intermediary for its
work in coordinating among multiple
nominees.
As did its predecessor Committee in
the 1990’s, the PFAC believed that
economies of scale exist when handling
distributions for more widely held
issuers. While the current fees attempt
to reflect this in the intermediary unit
fee, they do not in the basic processing
fee, and the PFAC believed both fees
should be structured to recognize the
existence of economies of scale.
However, the PFAC was also
concerned with the way the current fees
approach this issue, with a simple
binary distinction between Large and
Small Issuers, where the Large Issuer
pays a reduced rate on all accounts
holding its securities, not just those over
a specified number. This ‘‘cliff’’ pricing
schedule means that there can be a
significant difference in the overall
price paid by issuers held by 199,000
street name accounts versus those held
by 201,000 accounts. Furthermore,
companies that are close to this line
may find themselves on different sides
of it from one year to the next, creating
undesirable volatility in the prices paid
for proxy distribution from year to year.
It is primarily for this reason that the
Committee recommended moving away
from the binary Large/Small Issuer
distinction, and utilizing a group of five
true tiers for the basic per-account fees.
In this way, every issuer will pay the
tier one rate for the first 10,000
accounts, for example, with decreasing
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
rates calculated only on additional
accounts in the additional tiers. Modest
changes in shareholder population will
no longer have the possibility of
producing material changes in overall
costs, and the sliding scale of rates will
better approximate the sliding impact of
economies of scale. The creation of true
tiers in the pricing schedule will
continue to recognize the existence of
economies of scale in processing
distributions for issuers with numerous
accounts holding their securities in
street name, but do it in a way that is
more nuanced and thus fairer to all than
the current approach.20
The tiers and the pricing for each tier
were organized in a way that is intended
to spread the fees as fairly as possible
across the spectrum of issuers, and to
spread the fees among issuers in three
size ranges similar to that which
pertains under the current fee rule,
which is described above. In
determining the fees applicable to each
tier, however, the Committee was
sensitive to the fact that an attempt to
fully reflect the economies of scale
would result in excessive increases in
the rates paid by the smallest issuers,
and the Committee considered such an
outcome inappropriate. Indeed, it was
an operating principle for the
Committee that it wished to avoid
recommendations that would generate
large and potentially dislocating
changes in the fees or in the impact of
the fees on broad categories of brokers
or issuers.
20 We note that even under the current ‘‘Large/
Small issuer’’ distinction, a question has been
raised whether brokers that do not use an
intermediary, or that use an intermediary other than
Broadridge, are entitled to bill at the ‘‘Small issuer’’
rate when they serve fewer than 200,000 accounts
holding the issuer’s stock, even though the issuer
is held by far more than 200,000 accounts when all
street name accounts at all nominees are
considered. Given that the rates are based on the
cost effectiveness of serving large numbers of
accounts, logically the rate applied should be based
on the number of accounts served by the particular
intermediary (or nominee, if it does not use an
intermediary). Because Broadridge serves such a
large portion of the whole, the impact of allowing
the smaller providers to bill at the higher rates is
minimal, both overall and for any given issuer. For
this reason the Committee was content to have the
rules interpreted in this fashion. The Committee
noted that this would bear re-examination if the
processing task should come to be spread more
evenly among a number of intermediaries.
Accordingly, the fee charged a particular issuer
by an intermediary (or a nominee not using an
intermediary) will depend on the number of
accounts holding shares in that issuer that are
served by the intermediary (or nominee) involved.
For example, an issuer with a large number of
beneficial shareholders might pay charges to
Broadridge that reflect the progressive application
of the rates in all five tiers, while its invoice from
another intermediary serving a comparatively small
number of accounts might charge for all those
accounts at the tier one rate.
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
12385
In addition to being tiered to better
reflect economies of scale in processing
issuers with a larger number of
accounts, both the basic processing fee
and the intermediary unit fee would be
increased slightly to better align fees
and work effort, to reflect increased
sophistication in proxy distribution
processing, and to reflect the impact of
inflation since the fees were last
adjusted. Especially relevant to the
intermediary unit fee, the work of the
intermediary has been enhanced over
time, responding to the needs of all
participants—issuers, banks and
brokers, and investors—in addition to
responding to changing regulatory
requests.21
While the rules will continue to
differentiate between these two types of
per-account processing fees, the
Committee recommended that issuers be
invoiced in a way that combines these
two per-account processing fees for ease
of understanding. The increases to these
processing fees are estimated to add
approximately $9–10 million to overall
proxy distribution fees, although that
should be considered in connection
with the estimated $15 million
reduction in fees associated with the
proposal to charge preference
management fees related to managed
accounts at half the regular rate, which
is discussed below.
The new proposed basic processing
and intermediary unit fees are as
follows:
(a) Definitions: For purposes of this
rule
(i) The term ‘‘nominee’’ shall mean a
broker or bank subject to SEC Rule 14b–
1 or 14b–2, respectively.
(ii) The term ‘‘intermediary’’ shall
mean a proxy service provider that
coordinates the distribution of proxy or
other materials for multiple nominees.
(b) (i) For each set of proxy material,
i.e., proxy statement, form of proxy and
annual report when processed as a unit,
a Processing Unit Fee based on the
following schedule according to the
number of nominee accounts through
21 An example is the work required to
accommodate the four voting choices necessitated
by the Dodd-Frank requirements for say-when-onpay votes. See SEC Release No. 33–9178, January
25, 2011, at text accompanying note 127, and
Broadridge’s November 19, 2010 comment letter on
the related proposing release, available at https://
www.sec.gov/comments/s7-31-10/s73110-55.pdf.
Another example is the significant work already
done on end-to-end vote confirmation. See
descriptions in Report of Roundtable on Proxy
Governance: Recommendations for Providing Endto-End Vote Confirmation, available at https://
www.sec.gov/comments/s7-14-10/s71410-300.pdf.
See also description in Broadridge’s October 6,
2010 comment letter on the Proxy Plumbing
Release, available at https://www.sec.gov/comments/
s7-14-10/s71410-62.pdf.
E:\FR\FM\22FEN1.SGM
22FEN1
sroberts on DSK5SPTVN1PROD with NOTICES
12386
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
which the issuer’s securities are
beneficially owned:
50 cents for each account up to
10,000 accounts;
47 cents for each account above
10,000 accounts, up to 100,000
accounts;
39 cents for each account above
100,000 accounts, up to 300,000
accounts;
34 cents for each account above
300,000 accounts, up to 500,000
accounts;
32 cents for each account above
500,000 accounts.
To clarify, under this schedule, every
issuer will pay the tier one rate for the
first 10,000 accounts, or portion thereof,
with decreasing rates applicable only on
additional accounts in the additional
tiers. References in this Rule 451 to the
number of accounts means the number
of accounts in the issuer at any nominee
that is providing distribution services
without the services of an intermediary,
or when an intermediary is involved, the
aggregate number of nominee accounts
with beneficial ownership in the issuer
served by the intermediary.
(ii) In the case of a meeting for which
an opposition proxy has been furnished
to security holders, the Processing Unit
Fee shall be $1.00 per account, in lieu
of the fees in the above schedule.
(c) The following are supplemental
fees for intermediaries:
(i) $22.00 for each nominee served by
the intermediary that has at least one
account beneficially owning shares in
the issuer;
(ii) an Intermediary Unit Fee for each
set of proxy material, based on the
following schedule according to the
number of nominee accounts through
which the issuer’s securities are
beneficially owned:
14 cents for each account up to
10,000 accounts;
13 cents for each account above
10,000 accounts, up to 100,000
accounts;
11 cents for each account above
100,000 accounts, up to 300,000
accounts;
9 cents for each account above
300,000 accounts, up to 500,000
accounts;
7 cents for each account above
500,000 accounts.
To clarify, under this schedule, every
issuer will pay the tier one rate for the
first 10,000 accounts, or portion thereof,
with decreasing rates applicable only on
additional accounts in the additional
tiers.
(iii) For special meetings, the
Intermediary Unit Fee shall be based on
the following schedule, in lieu of the
fees described in (ii) above:
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
19 cents for each account up to
10,000 accounts;
18 cents for each account above
10,000 accounts, up to 100,000
accounts;
16 cents for each account above
100,000 accounts, up to 300,000
accounts;
14 cents for each account above
300,000 accounts, up to 500,000
accounts;
12 cents for each account above
500,000 accounts.
To clarify, under this schedule, every
issuer will pay the tier one rate for the
first 10,000 accounts, or portion thereof,
with decreasing rates applicable only on
additional accounts in the additional
tiers. For purposes of this subsection
(iii), a special meeting is a meeting other
than the issuer’s meeting for the election
of directors.
(iv) In the case of a meeting for which
an opposition proxy has been furnished
to security holders, the Intermediary
Unit Fee shall be 25 cents per account,
with a minimum fee of $5,000.00 per
soliciting entity, in lieu of the fees
described in (ii) or (iii) above, as the
case may be. Where there are separate
solicitations by management and an
opponent, the opponent is to be
separately billed for the costs of its
solicitation.
Incentive (Preference Management) Fees
The incentive fees generally appear to
have been quite worthwhile for the
issuers who pay the proxy distribution
fees.22 Broadridge reports that the
percent of mailings eliminated has
grown steadily since incentive fees were
first instituted in 1998, reaching 60% of
all accounts processed in the 2012
proxy season.23 In contrast, only 8% of
mailings were eliminated in 1998,
growing to 27% for the 2002 season.24
Broadridge estimates that corporate
issuers saved over $522 million in
postage and printing costs in the 2012
season.25
In addition to considering what the
amount of this fee should be, the
Committee examined two specific issues
that have engendered comment
regarding how the incentive fee has
been applied.
The first is the ‘‘evergreen’’ nature of
the fee. As noted in the SEC’s Proxy
Plumbing Release, questions have been
raised as to whether it is appropriate to
charge an incentive fee not only in the
year when electronic delivery is first
elected, but also in each year thereafter.
In its Proxy Plumbing Release the SEC
posits that ‘‘the continuing role of the
securities intermediary, or its agent, in
eliminating these paper mailings is
limited to keeping track of the
shareholder’s election.’’ 26
In discussing this issue with
brokerage firms and with Broadridge,
the Committee was persuaded that there
was in fact significant processing work
involved in ‘‘keeping track of the
shareholder’s election,’’ especially given
that the shareholder is entitled to
change that election from time to time.
Although few do change their election,
data processing has to look at each
position relative to each meeting or
distribution event to determine how the
‘‘switch’’ should be set. Data
management requires ongoing
technology support, services and
maintenance, and is a significant part of
the total cost of eliminating paper proxy
materials. Even if there is some
additional effort involved in the year an
election is actually made (or changed),
the Committee did not find a simple,
rational way to construct different
prices for ‘‘change’’ versus
‘‘maintenance’’ of elections.27
The Committee found that a
significant part of the work involved
was in ‘‘maintaining’’ or ‘‘managing’’
the preferences attached to each account
position regarding distribution, both for
householding and eliminating paper
delivery entirely. Thus the name used
for the fee under the current rules—
‘‘incentive fee’’—was part of the
problem, since it implied that the work
was finished once an election had been
made. This is why the Committee
believes that transparency and
understanding will be served by
identifying this kind of fee as a
‘‘preference management’’ fee.
The other issue to which the
Committee devoted considerable time is
how this fee is applied to positions that
are part of managed accounts. At least
22 As noted in footnote 12 above, these fees, both
currently and as proposed to be amended, are in
addition to, and not in lieu of, the other proxy
distribution fees.
23 Broadridge 2012 Proxy Season Key Statistics &
Performance Rating, available at www.broadridge.
com/Content.aspx?DocID=1498. The Commission
notes the link is https://media.broadridge.com/
documents/Broadridge_2012_Proxy_Season_Stats_
Presentation.pdf.
24 Estimates provided by Broadridge to the
Committee.
25 See report cited in note 23, supra.
26 Proxy Plumbing Release at text accompanying
note 134.
27 For example, a choice to eliminate mailings is
often made by an investor for a number of different
holdings in the account. How to fairly apportion a
front-loaded fee among different issuers, who may
have different numbers or types of distributions in
the year the election is made, was one of the
challenges presented. And clearly, a change to a
one-time fee would radically impact the overall
revenue produced by the proxy fees, presumably
requiring at least some compensating increases to
the ‘‘one-time’’ fee or to other proxy fees.
PO 00000
Frm 00097
Fmt 4703
Sfmt 4703
E:\FR\FM\22FEN1.SGM
22FEN1
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
in recent years this appears to be the
most contentious of all the issues raised
by those critical of the current fees.28
While, as noted above, mailing
eliminations have steadily increased
since the incentive fees were
implemented, eliminations resulting
from elections made by investors
holding an issuer’s securities through
managed accounts have consistently
represented a significant portion of the
whole. Figures supplied by Broadridge
indicate that managed accounts have
accounted for about 60% of
eliminations for most years since 2002,
falling a bit after 2008 to be some 49%
of all eliminations in 2012.29
Eliminations in the managed account
context occur not because an investor
has consented to have distributions
come to him or her electronically, but
because the investor has elected to
delegate the voting of shares (and
typically, the receipt of materials) to a
broker or investment manager, and the
broker or manager quite naturally
prefers to manage the process
electronically rather than by receiving
multiple paper proxy statements and
voting instructions. That the investor
makes this election is often described as
a rational result of the fact that in a
managed account the investments are
selected by the manager rather than the
investor, and the investor looks to the
manager not only to know whether or
when to buy or sell a stock, but how to
vote the shares as well.30
Here the fact that the fee has been
described as an ‘‘incentive’’ fee has
probably impacted the view on whether
application of the fee in this context is
appropriate. Once the investor
determines to open a managed account,
the incentive to delegate voting flows
naturally from the nature of the account,
rather than from any specific effort
made by an intermediary or its agent.
However, the maintenance of the
preference is as necessary here as it is
in any other election, such as consent to
e-delivery. SEC rules applicable to
managed accounts require that each
beneficial owner be treated as the
individual owner of the shares
attributed to his or her account, and that
28 Proxy Plumbing Release at text accompanying
note 135. See also STA/SSA Petition to the SEC re
Managed Account Fees, March 12, 2012,
www.stai.org/pdfs/2012-03-12-sta-ssa-jointletter.pdf.
29 Based on information supplied by Broadridge,
the most steadily growing category of eliminations
over the years has been consents to electronic
delivery.
30 See, for example, discussion in SEC Release
No. 34–34596, August 31, 1994, approving NYSE
rule change allowing delivery of proxy material to
investment advisers that have been delegated the
authority to vote securities in the account.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
includes having the ability to elect to
vote those shares and receive proxy
materials.31 Accordingly, each
beneficial owner’s election must be
tracked—just as is the case with an
investor in a non-managed account.
As a general matter then, the
elimination of preference management
fees for all managed accounts appeared
unreasonable. However, the Committee
did conclude that making some
distinctions between managed accounts
and non-managed accounts for fee
purposes was appropriate.
Literature on managed accounts
indicates they are intended to offer
professional portfolio management
services with more investment, tax
management and fee customization than
is available in comingled products such
as mutual funds. They have existed
since at least the 1970s, and have been
growing significantly as an investment
style since at least the early 1990s.32
They are a product class that is
followed, studied, analyzed broadly and
popularized by many different
brokerage firms and investment
advisors.33
Their increasing popularity
demonstrates that the managed account
is a product that offers significant
advantages both to investors, and to the
brokerage firms offering this kind of
account.
At the same time, it seems clear that
issuers also reap some benefit from
inclusion in managed account
portfolios. Most obviously, of course,
the issuer benefits from the added
investment in the company’s stock. In
addition, the fact that almost all
managed account investors delegate
voting to the investment manager results
in those stocks being voted at a rate far
higher than is stock that is held in
ordinary retail accounts. This simplifies
obtaining a quorum for stockholder
meetings, reducing proxy solicitation
expenses.
Interestingly, then, this is the one
source of mailing eliminations that is a
benefit to both the issuer and the
brokerage firm—in contrast to ordinary
consents to e-delivery or householding,
which appear to benefit only the issuer.
It is this unique attribute of the
managed account that suggested to the
Committee that it would be most fair,
and most reasonable, for issuers and
31 Investment
Company Act Rule 3a–4(a)(5)(ii).
‘‘The History of Separately Managed
Accounts,’’ www.mminst.org/archive/multimedia/
Timeline.pdf. The Commission notes the link is
https://www.moneyinstitute.com/downloads/2008/
02/connections-mmi_5-01-07-1.pdf.
33 See, for example, ‘‘Understanding Separately
Managed Accounts,’’ Madison Investment Advisors,
Inc., www.concordinvestment.com/docs/SMA.pdf.
32 See
PO 00000
Frm 00098
Fmt 4703
Sfmt 4703
12387
brokers to share the cost of the
admittedly real processing work that is
done to track and maintain the voting
and distribution elections made by the
beneficial owners of the stock positions
in the managed account. It is for this
reason that the Committee
recommended and the Exchange is
proposing that preference management
fees for managed accounts be charged to
issuers at a rate that is half that of other
preference management fees.
Beyond this, however, there is
another phenomenon that has emerged
from the trend towards managed
accounts that the Committee believed
must be addressed—and this is the
proliferation of accounts containing a
very small number of an issuer’s shares
that can be found when a managed
account is offered with a relatively low
investment minimum.
Most managed accounts are targeted
to wealthy investors, with minimum
investment requirements of at least
$100,000, up to $1 million or more for
certain of these accounts. However, as
managed accounts became increasingly
popular, and data processing became
more sophisticated, some firms have
found it feasible, and presumably
profitable, to offer a managed account
product to a class of investor with a
more modest amount of money to
invest. Obviously, if you spread, say,
$25,000 over a large portfolio of
investments, some of those positions,
especially holdings in the companies
with modest weightings in the portfolio,
will contain relatively few shares, or
even fractional share positions. In recent
years firms with offerings of this nature
have become more popular, with the
result that some issuers have noted
significant increases in the incentive
fees attributable to firms with very small
aggregate holdings of their shares.
The Exchange understands that this
kind of issue had in fact been
considered in the mid-1990s when the
incentive fees were being formulated.
While the managed account product
was not as widespread as it is today, one
firm did market a managed account
product with a relatively low minimum
investment which the firm called a
‘‘Wrap Account’’. It was the tendency of
these accounts to have many very small,
even fractional share positions that led
to the practice followed by Broadridge
to process ‘‘Wrap Account’’ positions
without any charge—either for basic
processing or incentive fees. However,
Broadridge relied on its client firms to
specify whether or not an account
should be treated as a ‘‘Wrap Account’’
for this purpose, and positions in small
minimum investment managed accounts
which were not marketed with that
E:\FR\FM\22FEN1.SGM
22FEN1
sroberts on DSK5SPTVN1PROD with NOTICES
12388
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
appellation were subjected to ordinary
fees, including incentive fees. This has
produced the anomalous results, and
issuer concerns, described above.
In the view of the Committee, the
question was what is fair and reasonable
in this context. The Committee noted
one issuer that reportedly found its total
number of investor accounts more than
doubled when it was included in the
portfolios managed by one of these firms
offering low-minimum investment
accounts. This was despite the fact that
these additional accounts held in the
aggregate only .017% of the issuer’s
outstanding stock—an amount of stock
that was in the aggregate less than one
share for each account at the firm.
Nonetheless, because of the incentive
fees charged for these tiny stock
positions, the issuer’s total bill for street
name proxy distribution more than
doubled.
Clearly in such a situation the benefits
of increased stock ownership and
increased voting participation were as a
practical matter nonexistent for the
issuer, while the added expense on a
relative basis was extraordinary.
Accordingly, the Committee
considered it most appropriate to
preclude the charging of proxy
processing fees for managed accounts
holding very small numbers of shares in
the issuer involved.
To determine where to set the limit,
the Committee first looked at
information supplied by Broadridge
showing that among managed account
positions between 1 and 500 shares
(89% of all managed account positions),
the average position size was 91 shares,
and the median position size was
approximately 50 shares.
While the benefit to an issuer is
obviously on a continuum—more for
larger holders, less for smaller holders—
the Committee looked for an appropriate
break point. Because one of its goals was
to avoid severe impacts on proxy
distribution in the U.S., the Committee
looked at the estimated financial impact
of eliminating proxy fees for managed
accounts holding less than a certain
number of shares. Based on information
supplied by Broadridge from the 2011
proxy season, the overall impact varied
from approximately $2.6 million at the
fractional (less than one) share level, up
to approximately $16 million if the
proscription applied to accounts
holding 25 shares or less.
After due consideration, the
Committee determined that managed
account holdings of five shares or less
was an appropriate level at which to
draw the line. The overall impact on
proxy revenue was modest
(approximately $4.2 million), and the
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
benefit to issuers of holdings of five or
fewer shares in a managed account is
limited.34 Put another way, the
Committee was comfortable with the
position that, given the relative benefit/
burden on issuers and brokerage firms,
it is not reasonable to make issuers
reimburse the cost of proxy distribution
to managed accounts holding five shares
or less.35
As a natural corollary to the
proscription against fees relative to very
small holdings in managed accounts, no
fee distinction will be based on whether
or not a managed account is referred to
as a ‘‘wrap account.’’
The Exchange appreciates that it will
be necessary to provide a definition of
‘‘managed account’’ in the rules so that
the fees can be applied appropriately.
Unfortunately, the term is not
comprehensively defined for any other
purpose in SEC rules. The Exchange
believes that for purposes of the fee
provisions, it would be appropriate to
define a ‘‘managed account’’ as an
account at a nominee which is invested
in a portfolio of securities selected by a
professional advisor, and for which the
account holder is charged a separate
asset-based fee for a range of services
which may include ongoing advice,
custody and execution services. The
advisor can be either employed by or
affiliated with the nominee, or a
separate investment advisor contracted
for the purpose of selecting investment
portfolios for the managed account.
Requiring that investments or changes
to the account be approved by the client
would not preclude an account from
being a ‘‘managed account’’ for this
purpose, nor would the fact that
commissions or transaction-based
charges are imposed in addition to the
asset-based fee.
Having addressed the ‘‘evergreen’’
and managed account issues, the
Committee focused on the amount of the
preference management fee, and
whether it should be tiered among
issuers based on their size.
The current incentive fee
differentiates between Large Issuers and
Small Issuers. As described above in the
discussion of the basic per-account fees,
34 Five shares or less will also represent a very
modest monetary investment in almost any public
company, with the exception of a stock with an
extraordinarily high price, such as Berkshire
Hathaway A.
35 Estimates supplied by Broadridge also
demonstrated that a model that included this
proscription would reduce by some 42% the fees
paid by the issuer whose fees had doubled when
it entered the portfolios of the low minimum
investment managed account provider described
above. This suggests that this level is appropriate
to address the unacceptable impact produced by
low minimum investment managed accounts.
PO 00000
Frm 00099
Fmt 4703
Sfmt 4703
the Committee did not favor this ‘‘cliff’’
differentiation. In the case of the
preference management fee, the
Committee determined not to tier the fee
according to the size of the issuer. This
conclusion was based on two other core
principles that the Committee used to
guide its work. One is a desire to
improve transparency and
understanding by avoiding unnecessary
complexity. Having tiered the basic
processing/intermediary fees, it
appeared overly complex to have
additional tiers for the preference
management fee. Another principle was
the desire to align the fees with the
work done. The Committee was of the
view that the processing involved in
managing preferences was less
susceptible to economies of scale by size
of issuer because it is, of necessity, an
account by account task, requiring the
tracking of the different (and sometimes
changing) preferences of street name
shareholders across all their company
holdings.
The new preference management fee
recommended by the Committee is 32
cents per position affected (16 cents for
positions in managed accounts). The 32
cents rate would be a reduction for
companies that have been characterized
under current rules as Small Issuers,
and an increase for those that have been
categorized as Large Issuers, but the fee
as applied would result in an overall
savings to issuers taken as a whole.
As discussed earlier, inflation has
effectively eroded the existing proxy
fees over the last decade and more since
they were implemented or last changed.
However, the Committee observed that
the impact of inflation on Broadridge’s
overall proxy distribution revenue has
been mitigated by the increased revenue
it has obtained from incentive fees.
Issuers have saved money on a net basis
since the elimination of mailings has
reduced postage and printing costs by
far more than it has increased incentive
fees, but this increased revenue stream
to Broadridge has countered to some
extent the impact of inflation on the
basic processing fee. This is why the
Committee saw fit to offset its
recommended reduction in managed
account preference management fees by
increases to the basic processing and
intermediary fees.
The Exchange notes that there is also
a small incentive (preference
management) fee (10 cents per account)
for ‘‘interim’’ distributions. The PFAC
did not propose to alter this fee as it is
applied to managed accounts, except, of
course, for the fact that it will not apply
to managed accounts holding five shares
or less.
E:\FR\FM\22FEN1.SGM
22FEN1
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
Notice and Access Fees
As described above, based on the
recommendations of its Proxy Working
Group in 2007, the NYSE initially
elected to leave fees for notice and
access unregulated.36
The PFAC found that from an overall
financial point of view, the notice and
access system has been a great success.
(Concerns have been expressed that
there may be a decrease in retail voting
participation when issuers use notice
and access,37 but that is unrelated to the
fees involved.) Broadridge estimates that
in the most recent proxy season issuers
in the aggregate saved $241 million, net
of fees, through the use of notice and
access, an amount that is actually more
than the total fees paid annually by all
issuers for annual meeting street name
proxy processing. The Committee
understood that issuers of all sizes have
adopted notice and access, and that the
re-use of notice and access by adopting
issuers is close to 100%.
The first decision for the Committee
was whether notice and access fees
should remain unregulated as they are
today. It was noted that an unregulated
system is more flexible and can respond
quickly to changes in technology and
investor behavior, whereas change and
new investment could be delayed when
fees are regulated and more difficult to
change. However, issuers were
concerned about leaving notice and
access vulnerable to fee increases
without regulatory oversight, especially
in a context where other fees were
changing, and in some cases being
reduced. Accordingly the Committee
concluded that notice and access fees
should now be regulated. More difficult
was the question of what those
regulated fees should be.
The present charges imposed by
Broadridge for use of notice and access
were not the subject of the formal rulesetting process, but they were the
product of market forces, as intended by
36 The PWG’s Report states: ‘‘The majority of the
Proxy Working Group came to this conclusion after
considering several factors. First, the Working
Group decided that in light of the novelty of the [eproxy] system, as well as the fact that the system
was still optional and had not been implemented
by many issuers, that market forces should be
allowed to determine the appropriate pricing
structure for this system. The Working Group was
also aware of the role of Broadridge in this system,
but concluded that at this stage it was reasonable
to allow the participants in the current system,
including Broadridge, the brokers and issuers, to
negotiate a fee structure for mailings and other
matters associated with the new e-proxy rules.’’
August 27, 2007 Addendum to the Report and
Recommendations of the Proxy Working Group to
the New York Stock Exchange dated June 5, 2006,
at 8.
37 See Proxy Plumbing Release at text
accompanying notes 196–197.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
the Proxy Working Group. Broadridge
indicates that when the notice and
access alternative was introduced, they
had to build and maintain the necessary
functionality regardless of issuer
adoption, but also realized that they had
to put forth a fee schedule that would
provide issuers with predictable costs
that were at a level that would
encourage them to use (or at least not
dissuade them from using) notice and
access. Based on the most recent
statistics from Broadridge, 69% of all
account positions are in issuers using
notice and access, notice and access is
used by issuers of all sizes, and issuers
realize substantial savings through the
use of notice and access, with an
aggregate $282 million in savings
estimated for the most recent fiscal
year.38
In fact, among issuers represented on
the Committee there was general
satisfaction with the overall cost of
notice and access. At the same time
there was concern with the way
Broadridge has structured its notice and
access fees. Broadridge charges notice
and access fees for all accounts holding
an issuer’s shares, even though mailings
to some of those accounts are already
suppressed by e-delivery, householding,
etc. Indeed, when an issuer stratifies its
approach, electing to utilize notice and
access only for account holdings below
a certain size, for example, Broadridge
still applies its notice and access fees to
all accounts beneficially holding that
issuer’s stock. Broadridge explains that
from a processing point of view they
have to identify each account as subject
to notice and access or not, justifying
the application of a fee to all accounts
once an issuer determines to use notice
and access. Nonetheless, some issuers
have a concern that under this approach
they are being charged for something
they are not receiving.
Given the general satisfaction with the
overall level of notice and access fees,
Broadridge was asked to suggest an
alternative approach that would net
Broadridge a similar amount of fee
revenue from notice and access but
avoid the application of a fee to all
accounts. In response, Broadridge
suggested that it could apply a
preference management fee to each
account that was in fact subjected to
notice and access, but no fee to those
accounts that were not. In this way,
notice and access would be treated as
simply another mailing elimination
factor, like e-delivery or householding.
38 See https://www.broadridge.com/Content.aspx?
DocID=1441, at slide 3. The Commission notes the
link is https://media.broadridge.com/documents/
Broadridge+Notice+Access+Statistical+Overview+
Presentation+2012.pdf.
PO 00000
Frm 00100
Fmt 4703
Sfmt 4703
12389
This was attractive to the Committee
from a design point of view, and at the
Committee’s request Broadridge
prepared estimates of how such a notice
and access fee would impact issuers.
Two models were prepared, one
utilizing a flat preference management
fee, and the other using a tiered model,
but in each case applied only to those
accounts receiving a notice.
The impact analysis showed that
either of those options had a
disproportionate impact on certain
issuers (doubling notice and access fees
in some cases), and the Committee was
concerned this could discourage issuers
from using notice and access, or incent
them to stratify rather than applying
notice and access to all holders.
Accordingly, the majority of
Committee members decided that, while
perhaps not ideal, simply bringing
notice and access under the regulatory
tent with the current rate schedule
would be the better approach, and
would be consistent with the principle
of avoiding large and unanticipated
consequences from a fee change.39
The Committee noted that if future
developments in proxy regulation or use
of notice and access suggested that
further change in the fees was
appropriate, the issue of notice and
access fees could be reconsidered by the
industry.
The Exchange notes that one aspect of
the current Broadridge fees merits some
adjustment. For issuers held by up to
10,000 accounts there is a minimum fee
of $1500. If a small issuer using notice
and access were billed by several
intermediaries on this basis, the
aggregate minimum charge would be
unfairly high, in the Exchange’s view.
Accordingly, in the notice and access
fee as proposed, the first tier of
incremental notice and access fees will
be 25 cents/account, without a
minimum charge.
A note on terminology. In its current
price list for notice and access,
Broadridge uses the term ‘‘position’’ to
refer to an account beneficially owning
shares in an issuer. The PFAC, in its
Report and in the fee proposals
contained therein, used the same
terminology throughout the proposed
amendments. In subsequent
discussions, however, the SEC staff
expressed a preference for the term
‘‘account’’ rather than ‘‘position.’’
Accordingly, the Exchange has adjusted
the terminology used in this proposal.
The intent and meaning, however, is the
same as in the PFAC Report.
39 The Committee also understood that fewer
users of notice and access are now electing to
stratify.
E:\FR\FM\22FEN1.SGM
22FEN1
12390
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
The notice and access fees, as
proposed to be codified, would be as
follows:
When an issuer elects to utilize Notice
and Access for a proxy distribution,
there is an incremental fee based on all
nominee accounts through which the
issuer’s securities are beneficially
owned as follows:
25 cents for each account up to 10,000
accounts;
20 cents for each account over 10,000
accounts, up to 100,000 accounts;
15 cents for each account over 100,000
accounts, up to 200,000 accounts;
10 cents for each account over 200,000
accounts, up to 500,000 accounts;
5 cents for each account over 500,000
accounts.
sroberts on DSK5SPTVN1PROD with NOTICES
To clarify, under this schedule, every
issuer will pay the tier one rate for the
first 10,000 accounts, or portion thereof,
with decreasing rates applicable only on
additional accounts in the additional
tiers.
Follow up notices will not incur an
incremental fee for Notice and Access.
No incremental fee will be imposed
for fulfillment transactions (i.e., a full
package sent to a notice recipient at the
recipient’s request), although out of
pocket costs such as postage will be
passed on as in ordinary distributions.
Other Fees
Reminder mailings: The reminder
mailing fee for annual equity meetings
is recommended to be reduced by half.
Issuers have a choice whether or not to
use reminder mailings, and their choice
might in some cases be influenced by
cost considerations. The reduced fee
may induce more issuers to use
reminder mailings, which could
increase investor participation,
particularly among retail investors.
Special meetings: The intermediary
fee for special equity meetings would be
increased by 5 cents per account in each
tier. This acknowledges the additional
work required of the intermediary for
these meetings. Special meetings occur
in an unpredictable pattern, yet the
capacity and ability to respond to these
meetings must be maintained. Issuers
conducting special meetings can be
characterized as using the capacity of
the system maintained for annual
meetings without incurring any
additional fee. Special meetings often
require faster turnaround and more
frequent vote tabulation, analytics and
reporting because of the need for
approval and concerns about quorum.
The PFAC believed that it is only fair for
issuers to pay for any unique services
that they require. A special meeting will
be defined as a meeting other than one
for the election of directors.
VerDate Mar<15>2010
16:56 Feb 21, 2013
Jkt 229001
Contested meetings: In the 1990s a
higher processing fee was created for
contested meetings, reflecting the
additional work involved in those
events. It is now proposed that for
contests the intermediary fee be
increased as well, to a flat 25 cents per
account, with a minimum fee of $5,000
per soliciting entity. Contests present
similar issues to those described above
for specials meetings, although
generally at a more intense level. Parties
are provided with enhanced turnaround
time between receipt of materials and
distribution to shareholders, and
requirements of ballot customization,
vote tabulations and reporting are more
demanding, involving more stringent
audit controls, more voting analytics,
multiple daily reporting and the need to
deal with a generally higher level of
votes returned by fax.
Accounts containing only fractional
shares
Subsequent to the PFAC Report, in
conversation with Broadridge it was
determined that it would be desirable to
eliminate both processing and
preference management fees for all
accounts containing less than one share
of an issuer’s stock. Making this change
for accounts outside the managed
account context (charges for holdings of
less than one share in managed accounts
are already eliminated by the rule
regarding managed account positions of
five shares or less) would have a very
modest impact on overall annual proxy
fees (approximately $500,000), and
would eliminate a charge that has been
a source of issuer complaints to
Broadridge.
Methodology used in formulating the
amended rule text
The following is an explanation of the
approach the Exchange has taken to the
presentation of the amended rules set
forth in Exhibit 5. The amendment
eliminates duplication found in the
existing rules (for example, multiple
references to the fee for delivery of
annual reports separately from proxy
material, now contained in the section
regarding charges for interim reports
and other distributions, and multiple
references to the reimbursement for
postage, envelopes, and
communications expenses relative to
voting returns, now contained in the
first paragraph of section .90). It also
eliminates the now unnecessary
references to the effective dates of
various changes made in the past, as
well as obsolete rule language
describing the amount of a surcharge
that was temporarily applicable in the
mid 1980’s. In addition, the same proxy
PO 00000
Frm 00101
Fmt 4703
Sfmt 4703
fees were presented multiple times in
different rules (Rule 451, Rule 465 and
Section 402.01 of the NYSE Listed
Company Manual). To clarify matters,
Rule 465 will now simply crossreference to Rule 451, and the Listed
Company Manual will now use the
same text as Rule 451.
In addition, in the rules several
references to ‘‘mailings’’ have been
eliminated, given that the processing
fees apply even where physical mailings
are suppressed. In addition, several very
minor minimum fees of $5 or less were
simply eliminated as irrelevant to the
overall fees imposed or collected.
Additional Matters Addressed in these
Proposals
NOBO fees: Since 1986 NYSE rules
have provided for fees which issuers
must pay to brokers and their
intermediaries for obtaining a list of the
non-objecting beneficial owners holding
the issuer’s stock. Such a list is
commonly referred to as a NOBO list,
and the fees are charged per name in the
NOBO list.
Interestingly, while the rule has
always specified the amount of the basic
fee—6.5 cents per name—it states that
where there is an agent processing this
data for the broker, the issuer will also
be expected to pay the reasonable
expenses of the agent, but without
specifying what that amount would be.
It is our understanding that Broadridge
has long charged a tiered amount per
name in the NOBO list, namely 10 cents
per name for the first 10,000 names in
the NOBO list, 5 cents per name from
10,001 to 100,000 names, and 4 cents
per name above that. There is also a
$100 minimum per requested list.
The Proxy Plumbing Release contains
a discussion of the concern that existing
proxy regulations—particularly the fact
that beneficial owners can hide their
identity from an issuer in which they
own stock—impedes an issuer’s ability
to effectively communicate with its
shareholders. As noted in the PFAC
Report, these issues are generally
beyond the purview of NYSE rules.
There is one respect in which the
PFAC thought that it might have a
modest beneficial effect on the costs of
communicating with shareholders, and
this involves the way that the NYSE rule
on NOBO list fees has been applied in
practice.
Although the NYSE rule is silent on
this issue, it has been customary for
brokers, through their intermediary, to
require that issuers desiring a NOBO list
take (and pay for) a list of all holders
who are NOBOs, even in circumstances
where an issuer would consider it more
cost-effective to limit its communication
E:\FR\FM\22FEN1.SGM
22FEN1
sroberts on DSK5SPTVN1PROD with NOTICES
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
to NOBOs having more than a certain
number of shares, or to those that have
not yet voted on a solicitation.
In an attempt to provide some modest
cost relief to issuers seeking to
communicate with NOBOs, the PFAC
recommended that the NYSE rules
should specify that issuers be allowed to
request a stratified NOBO list when the
request is made in connection with an
annual or special meeting of
shareholders. The PFAC also considered
it appropriate to limit such stratification
to requests based on the number of
shares held or whether the investor has
or has not already voted a proxy, rather
than some other characteristic or
affiliation (such as geographic location
or brokerage firm holding the account,
etc.).
The PFAC noted that it limited its
recommendation to record date lists
because such lists are more likely to be
used by issuers for communications
with shareholders about voting at the
meeting, a type of shareholder
communication which the PFAC said
was most deserving of facilitation. The
NYSE notes that there is also a costrelated reason to so limit the proposal.
In connection with every shareholder
action for which a record date is
established, brokers and their
intermediaries must engage in the work
necessary to create the list of record date
beneficial shareholders, and it is the
NYSE’s understanding that in such
process it is also determined which
holders are NOBOs and which holders
are OBOs. Accordingly, if an issuer later
asks for a NOBO list as of that record
date, the compilation work has
effectively already been done. It is true
that some additional processing would
be required to eliminate the names that
hold more or less than a specified
number of shares, or who have already
voted, but the NYSE assumes that this
additional processing is relatively
minimal compared with the cost of
maintaining and constructing the
original list.
Broadridge estimated that issuers
spent some $6.7 million in calendar
2011 on NOBO lists, with some $4.7
million of that related to record date
requests. These amounts are inclusive of
both the broker fee of 6.5 cents per name
specified in the NYSE rule, and the
intermediary fee authorized but not
specified in the rule. What is more
difficult to estimate is the impact of
specifying in the rule that issuers can
stratify their NOBO list requests and
avoid paying for those names eliminated
in the stratification. We cannot know
how many issuers would in fact stratify
NOBO lists, and at what level, nor do
we know the extent to which the cost
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
reduction would increase the number of
record date NOBO lists requested.
Broadridge has estimated that if
permitted to stratify, issuers would
typically eliminate all names below the
1000 share level, and that doing so
would eliminate some 85% of the
names in the lists, and hence overall
some 85% of the revenue from these
NOBO list fees. However, this is
speculation at this point, and is not
offset by any estimation (admittedly also
speculative) that use of NOBO lists
would increase. In addition,
Broadridge’s argument suggests that
they believe that issuers are currently
having to pay for a list that they
consider to be 85% irrelevant, which
itself would seem to call into question
whether the current approach is
reasonable.
Accordingly, the NYSE proposes to
revise the rule to specify that issuers can
stratify record date requests to eliminate
positions above or below a certain level,
or those that have already voted. It
recognizes, however, that should this
change reduce proxy fee revenues
significantly, it may be appropriate, for
the health of the overall system, to
promptly revisit the amount of this fee
or how it is applied. This codification
will also confirm that for all other
requested lists, the issuers will be
required to take and pay for complete
lists, consistent with the practice that
has been historically followed for all
requested lists. This will provide
transparency that has previously been
lacking in this rule.
The fact that the rule does not
currently specify the amount of the
intermediary fee makes it difficult to
apply this approach to stratification
effectively, since the intermediary could
simply raise the per-name amount
charged for stratified lists to
compensate. This is similar to the
concern which the PFAC had with
respect to the Notice and Access fees,
which led to the PFAC recommendation
to codify those fees at the level currently
charged by Broadridge. Accordingly, the
NYSE proposes to codify in the rule the
intermediary fee which has historically
been charged by Broadridge for NOBO
lists, with the understanding that these
per-name amounts also may not be
charged for names eliminated in
permitted stratifications.
Enhanced Broker’s Internet Platform
In its Proxy Plumbing Release the SEC
discussed whether retail investors might
be encouraged to vote if they received
notices of upcoming corporate votes,
and had the ability to access proxy
materials and vote, through their own
broker’s web site—something the
PO 00000
Frm 00102
Fmt 4703
Sfmt 4703
12391
Release referred to as enhanced brokers’
internet platforms (‘‘EBIP’’).
In the course of the review of proxy
fees by the PFAC, Broadridge discussed
with PFAC representatives a service of
this type that they call ‘‘Investor
Mailbox’’. Broadridge maintained that
while some brokerage firms have
already implemented such ‘‘mailboxes’’,
it appeared likely that some financial
incentive would be necessary to achieve
widespread adoption, given the
competing demands at firms for
development resources.
The PFAC was supportive in concept
of a program that would enhance retail
shareholder participation in proxy
voting while being structured to impose
a fee only on issuers that actually
benefit from the program. Broadridge
brought forward a proposal to the PFAC
that was developed in consultation with
Broadridge’s Independent Steering
Committee, which established for the
purpose a Subcommittee consisting of
issuers, brokers and outside experts. It
is a ‘‘success fee’’ approach, payable
only out of actual savings realized by an
issuer. Specifically, issuers would pay
each broker who has beneficial owner
accounts with shares in that issuer a
one-time 99-cent fee for each full
package recipient among those accounts
that converts to e-delivery while having
access to an investor mailbox. The
arrangement was proposed to be limited
to a three-year pilot period. The
rationale is that the savings to the
typical issuer from the elimination of
even one full-package mailing would be
significantly greater than the one-time
99-cent fee paid.40
The PFAC was supportive of the EBIP
fee proposal; however the detailed
proposal was brought forward after the
PFAC had largely concluded its
deliberations, and the PFAC did not
have an opportunity to carefully
consider whether 99 cents was the
appropriate level at which to set the fee.
Accordingly, the PFAC recommended
that the NYSE discuss the proposal with
additional industry representatives, and
propose to the SEC an EBIP fee in an
amount that it determined most
appropriate.
Following the issuance of the PFAC
Report, the Exchange engaged in
discussions with a variety of industry
participants regarding EBIPs and the
‘‘success fee’’ proposal. Although no
one had firm data or support for
definitive conclusions, there appeared
to be a consensus view that an EBIP
40 Although the proposal was brought forward by
Broadridge, an EBIP may be implemented by a firm
either with or without the assistance of any third
party.
E:\FR\FM\22FEN1.SGM
22FEN1
12392
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
could help to generate greater proxy
voting participation by retail holders.
SIFMA stated its view that
‘‘streamlining the investor voting
process and providing easy access to
proxy materials would encourage a
greater percentage of retail customers to
exercise their right to vote . . . .’’
SIFMA added that this ‘‘is a logical
means to reverse declining retail
shareholder participation in proxy
voting over the past five years.’’ 41
The Society of Corporate Secretaries &
Governance Professionals has also
written the NYSE to express its strong
support for the EBIP success fee
proposal. ‘‘We believe that broker’s Web
sites, which individual shareholders
increasingly look to as ‘one-stop
shopping’ portals for their investment
needs, offer the best and most readily
available hope for re-engaging
individual shareholders in the voting
process.’’ 42 The Society cited an
analysis by Broadridge of a brokerage
firm’s experience during the past proxy
season. The firm’s clients made 317,669
unique visits to the online investor
mailbox and cast 247,067 votes. This is
contrasted with Broadridge’s
observations that among all retail
holders in the 12 months ended June 30,
2012, the voting rate was 4.7% for
mailed notices and 10.2% for edeliveries.
The National Association of Corporate
Directors has similarly expressed its
support, noting that ‘‘broker’s Web sites
seemingly offer an efficient and effective
way for re-engaging individual
shareholders.’’ 43 In addition, the
National Investor Relations Institute has
expressed its support for EBIP in
conversation with NYSE staff, and we
understand that the American Business
Conference and the Center for Capital
Markets Competitiveness have
expressed their support as well in letters
to the SEC.
Representatives from brokerage firms
generally thought that having an EBIP
fee may help persuade their firm to
move ahead with an EBIP, with the
caveat that firm administrators are faced
with difficult decisions regarding the
allocation of limited resources. Several
noted that there does not seem to be an
actual demand for this from investors,
41 Letter dated November 29, 2012 from Thomas
Price, Managing Director, SIFMA, to Scott Cutler,
EVP & Head of Global Listings, NYSE Euronext.
42 Letter dated October 9, 2012 from Kenneth
Bertsch, President and CEO, Society of Corporate
Secretaries & Governance Professionals, to Scott,
[sic] Cutler, EVP & Head of Global Listings, NYSE
Euronext.
43 Letter dated November 15, 2012 from Ken Daly,
President & CEO, National Association of Corporate
Directors, to Scott Cutler, EVP & Head of Global
Listings, NYSE Euronext.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
and that resources are often consumed
by developments that are required by
regulation. It was also noted, however,
that a success fee might persuade
brokers not only to implement an EBIP
where none was previously available,
but also to promote use of the EBIP
among its customer population. In its
letter to the NYSE, SIFMA said that
while they have no statistical data to
support it, their members ‘‘strongly
believe that by providing a success fee
incentive, broker dealers will have a
meaningful impetus to invest in
techniques to allow their customers to
vote on proxy matters directly from
their brokerage account.’’ SIFMA
described information from one of its
members with an EBIP that the edelivery adoption rate among its
account holders increased from under
10% to over 39% in just a few years,
and that along with creating a positive
client experience the firm has seen real
cost savings while continuing its efforts
to promote an eco-friendly business
environment.
The NYSE was not provided any
specific cost analysis regarding the
amount of the proposed EBIP fee. It is
impossible to know at this point what
it would cost a firm to implement an
EBIP—it appears self-evident that it
would differ from firm to firm. The
NYSE does understand that the
Broadridge committee that developed
the proposal did vet both higher and
lower amounts than 99 cents, finding
that issuer representatives were not
comfortable with a fee much higher than
99 cents, while brokers felt that a lower
fee would not provide a real incentive.
Discussions with industry
participants also surfaced some issues
that had not been previously addressed.
It was noted that the proposed length of
the program—three years—might not
give sufficient time for brokerage firms
to plan for and implement a program in
time to take advantage of the new fee.
By the latter part of 2012 the
development program for 2013 is often
set, so that firms without existing
facilities might not be able to implement
an EBIP before late 2014 at best, leaving
perhaps only one proxy season during
which the fee would be applicable.
Given that this would dilute the value
of the fee to the brokerage firms, the
firms preferred a five-year rather than a
three-year term.
Issuer representatives understood and
agreed that a five-year program was
sensible, but were concerned that
characterizing the program as a ‘‘pilot’’
suggested that it was something that was
contemplated to be made permanent,
which was not their view. Accordingly,
the fee will be proposed for a five-year
PO 00000
Frm 00103
Fmt 4703
Sfmt 4703
period, but will not be described as a
‘‘pilot’’.
There was discussion of whether the
fee could be earned by firms that
already had EBIP facilities, or who made
EBIPs available only to a segment of
their account population (such as
private clients, for example). The
consensus appeared to be that there was
value in making the fee available in all
these circumstances, as even a firm that
already has an EBIP can be incented to
engage in marketing efforts to persuade
its account holders to utilize the EBIP.
It was recognized, however, that a firm
making an EBIP available to only a
limited segment of its account holders
could not earn the success fee from an
e-delivery election by an account that
was not within the segment having
access to the EBIP.
Notwithstanding the consensus to
implement the fee for a five-year period,
it was considered useful to study the
impact of the program after three years,
to determine how many firms had
implemented an EBIP or were in the
process of doing so, and what firms had
experienced in terms of conversions to
e-delivery and retail voting participation
among account populations with access
to an EBIP. SIFMA indicated a
willingness to assist the NYSE is [sic]
coordinating the effort to obtain such
information from its member firms.
Issuers felt strongly that brokers should
keep track of conversions and be
prepared to report on the success of the
EBIP program as well as any marketing
efforts undertaken by the brokers to
encourage utilization of an EBIP by
investors.
It was also clarified that accounts
receiving a notice pursuant to the use of
notice and access by the issuer, and
accounts to which mailing is suppressed
by householding, will not trigger the
EBIP fee.
There was also discussion of whether
the fee should be triggered when a new
account elects e-delivery immediately,
since this does not involve a
‘‘conversion’’ to e-delivery. Given that it
is impossible to know whether the
availability of an EBIP influenced the
decision, and that absent the election
the alternative would be full package
delivery, it appeared appropriate to
apply the fee, except for accounts
subject to notice and access or
householding as described above.
Finally, there was discussion of when
the fee should be assessed. There
appeared to be consensus that the onetime fee should be invoiced in
connection with the next proxy or
consent solicitation by the particular
issuer following the triggering of the fee.
It was noted that a mere report
E:\FR\FM\22FEN1.SGM
22FEN1
sroberts on DSK5SPTVN1PROD with NOTICES
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
distribution without a meeting would
not be an appropriate time for such an
invoice.
The NYSE notes that in its
discussions with interested parties
regarding an EBIP fee, representatives of
mutual funds did not value the proposal
to the extent that other issuer
representatives did. They doubted that
fund investors would be as actively
involved with a broker’s EBIP as would
an investor in individual equities, and
thus doubted they would see a
meaningful increase in retail proxy
voting as a result of a broker’s offering
of an EBIP to account holders. Of
course, the relative utility of the EBIP to
different holders is difficult to quantify
at this stage, and differentiating among
issuers for imposition of the fee would
add complexity to the proposal.
The Exchange has drafted rule text
that would implement a one-time
‘‘success fee’’ for a limited five-year
period. As noted in the PFAC Report,
this fee would not apply to certain
conversions to e-delivery that can be
attributed to factors other than
implementation of an EBIP. Specifically,
it would not apply to electronic delivery
consents captured by issuers (for
example, through an open-enrollment
program), nor to positions held in
managed accounts 44 nor to accounts
voted by investment managers using
electronic voting platforms, such as
Proxy Edge. For the avoidance of doubt,
the NYSE notes that this one-time
success fee is in addition to, and not in
lieu of, the preference management fee
that applies when a mailing is
suppressed by, inter alia, an account’s
consent to receive electronic delivery.
To qualify for the ‘‘success fee’’, an
EBIP must provide notices of upcoming
corporate votes, including record and
meeting dates for shareholder meetings,
and the ability to access proxy materials
and a voting instruction form, and cast
the vote, through the investor’s account
page on the firm’s Web site without an
additional log-in. Any brokerage firm
that has or implements a qualifying
EBIP must provide notice thereof to the
Exchange, including the date such EBIP
became operational, and if limited in
availability to only certain of the firms
accounts, the details thereof.
As discussed above, some firms
already provide account holders with
notices of upcoming votes and the
ability to view proxy-related material
and to vote their proxies on-line. The
Exchange believes that this is an
important element of improving the
44 The term ‘‘managed account’’ will be used as
defined in the rule regarding preference
management fees. See discussion above.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
account holder’s experience, and it
applauds those firms that have taken
this step in the absence of any kind of
specific EBIP fee. While this EBIP
success fee proposal was brought
forward in the course of the PFAC
examination of proxy fees generally, it
is functionally different from the
existing fees that are intended to
reimburse banks and brokers for the
reasonable costs of delivering proxy
materials to beneficial owners, and its
proposal by the NYSE is not a
suggestion that all firms are entitled to
reimbursement for the costs of
providing an EBIP facility. Rather, it is
an additional, limited duration, onetime fee that is intended to persuade
firms to develop and encourage the use
of EBIPs by their customers, providing
a benefit to investors and to corporate
governance generally, while being
funded by only a small portion of the
amounts a typical issuer will save from
one account holder switching from fullpackage physical to electronic delivery
of proxy materials.
Other Issues
Cost Recovery Payments
The Committee was mindful of the
questions that have been raised about
the ‘‘cost recovery payments’’ that are
made by Broadridge to certain of its
broker-dealer customers. The Committee
was persuaded that the existence of
these payments is not any indicator of
unfairness or impropriety. Firms have to
maintain internal data systems that are
involved in the proxy distribution
process, but firms differ in the make-up
and size of their beneficial owner
populations, and consequently in the
size of the proxy distribution effort they
are required to undertake beyond that
which is outsourced to Broadridge. By
the same token, differences in
economies of scale mean that
Broadridge’s cost to provide service
differs from firm to firm. Again, the fact
that the fees are fixed at ‘‘one size’’ that
has to ‘‘fit all,’’ means that even if on an
overall basis the fee revenue is
appropriate given overall distribution
expenses, there will be ‘‘winners and
losers’’ along the spectrum. And since
Broadridge and the various firms
negotiate at arm’s length over the price
to be paid by the firm to Broadridge, it
is rational that the set prices may leave
some room for the largest firms to
negotiate a better rate from Broadridge,
and therefore find themselves in a
situation where they are able to obtain
a payment from Broadridge out of the
proxy fees collected by Broadridge from
issuers at the specified rate. At the other
end of the spectrum, of course, the
PO 00000
Frm 00104
Fmt 4703
Sfmt 4703
12393
amount charged to the brokerage firm by
Broadridge would exceed the proxy fees
collected from the issuers.
To supplement the Committee’s
analysis, at the Exchange’s request
SIFMA sought to obtain from its
members additional information relating
to the costs of proxy processing.
In reporting to the Exchange on its
efforts, SIFMA noted the difficulties in
obtaining data on this subject: ‘‘Brokerdealer proxy economics vary greatly
among firms, by size, client mix,
product mix, service level, degree of
automated services and/or personal
service, and geographic location. Each
firm, moreover, must develop an
objective means to collect and organize
the data, insofar as firms typically do
not have cost accounting systems that
separately report the costs of proxy
activity. This activity often involves
estimates and allocations from a number
of departments and functions within a
firm, including operations, information
technology, finance, audit, legal and
client services.’’ 45
Given these issues, as well as the
logistics of attempting to obtain
information from large numbers of
firms, SIFMA conducted a
representative survey. While
recognizing the limitations of the
approach, SIFMA was able to say that
the findings from the survey ‘‘support
our view that proxy fees are reasonably
in line with costs’’ incurred by
nominees.46
SIFMA’s approach was to obtain cost
information from a sample of 15 firms,
covering six size tiers based on number
of equity (i.e., account) positions
processed.47 Based on cost data
collected from the surveyed firms, as
well as information from Broadridge on
the aggregate amount invoiced to its
client firms for proxy processing
services, SIFMA projected a figure for
aggregate costs over a total of 855 banks
and brokers, in a range from $136
million to $153 million annually. By
comparison, Broadridge reported that
total proxy processing fees collected
from issuers for the fiscal year ending
June 30, 2011 were approximately $143
million, not including proxy fees
(nominee fee and intermediary unit fee)
specifically intended to compensate
intermediaries such as Broadridge.
SIFMA believes that this result is
45 Letter dated May 30, 2012 from Thomas Price,
Managing Director, SIFMA, to Judy McLevey, Vice
President, NYSE Euronext, p. 2–3.
46 Id. at p. 3.
47 Data was requested from ten SIFMA member
firms of varying sizes, and through Broadridge
SIFMA obtained data from five additional nonSIFMA firms for the two lowest tiers, so that each
tier would include two or three firms.
E:\FR\FM\22FEN1.SGM
22FEN1
12394
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
evidence that proxy fees are reasonably
in line with costs incurred by brokers
and other nominees.
SIFMA observed that the range of
costs reported by firms in each tier
varied significantly, with the greatest
variation in the lowest tiers, noting that
the differences may be due to different
business models and cost structures, as
well as to different methodologies of
estimating or allocating costs associated
with proxy processing. SIFMA also
observed that the survey indicated that
most firms report costs which exceed
proxy reimbursement payments,
although overall industry-wide costs
appeared to be generally in line with
overall payments by issuers.
Additional Matters Which May Be
Addressed in Subsequent Rule Filings
There were two other PFAC
recommendations which required
additional work by the Exchange.
Mutual Funds: Proxy fees tend to be
discussed with respect to business
corporations—those that have annual
meetings and thus deal with proxy
solicitations at least once each year. The
PFAC was formed with this kind of
issuer in mind, and that is reflected in
the backgrounds of the members who
served on the Committee.
However, the NYSE proxy fees are
used in the context of distributions to
street name holders of mutual fund
shares as well. But the fee picture for
mutual funds is somewhat different.
Mutual funds typically do not have to
elect directors every year, and for this
reason tend not to have shareholder
meetings every year. While mutual
funds can be found in managed
accounts, their inclusion is not
necessarily as widespread as with
operating companies. While some
mutual funds may utilize notice and
access for the meetings they do have, it
is less common among mutual funds
than operating companies. But every
mutual fund is required to distribute
each year both an annual and a semiannual report to its shareholders, and so
mutual funds pay the interim report fee
(15 cents basic processing; 10 cents
incentive fee) much more frequently
than operating companies do.
Representatives of the Committee
spoke to representatives of selected
mutual funds for their views on the
current proxy fees, and these informal
conversations suggested that there are
fee issues that mutual funds would like
to discuss. The PFAC’s recommended
changes should have a relatively modest
impact on mutual funds, and the PFAC
did not recommend changes to the
interim report fees, which are the ones
most applicable to mutual funds.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
As recommended by the Committee,
the Exchange, with industry
participation, is reviewing the fees
provided in the NYSE rules as they
impact mutual funds, to determine
whether additional changes are
appropriate. Any recommendations for
rule changes that emerge from this
examination would be the subject of a
separate rule filing by the Exchange.
Future Review of Proxy Fees: While
the NYSE rules do not prescribe how
frequently the fees should be reviewed,
the Committee believed that it would be
wise for the NYSE to involve a
participant group similar to the PFAC in
an essentially ongoing vetting of process
developments and associated costs. The
Committee suggested that this group
could also undertake a more
comprehensive review periodically,
perhaps every three years, thereby
ensuring that fees are evaluated in step
with new regulations and/or process
innovations in the proxy area.
The Exchange will evaluate this issue
in the light of future discussions on how
proxy fees should be regulated, and will
bring forward any necessary rule
changes in a separate rule filing.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Securities Exchange Act of 1934
(the ‘‘Act’’) generally.48 Section
6(b)(4) 49 requires that exchange rules
provide for the equitable allocation of
reasonable dues, fees, and other charges
among its members and issuers and
other persons using the facilities of an
exchange. Section 6(b)(5) 50 requires,
among other things, that exchange rules
promote just and equitable principles of
trade and that they are not designed to
permit unfair discrimination between
issuers, brokers or dealers. Section
6(b)(8) 51 prohibits any exchange rule
from imposing any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act.
The Exchange believes the proposed
rule change is consistent with Section
6(b)(4) because it represents an
equitable allocation of the reasonable
costs of proxy solicitation and similar
expenses between and among issuers
and brokers.52 The PFAC included
48 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
50 15 U.S.C. 78f(b)(5).
51 15 U.S.C. 78f(b)(8).
52 The Exchange notes that the rules in this
proposal do not involve dues, fees or other charges
paid to the Exchange. Rather these Exchange rules
are part of a statutory scheme in which selfregulatory organizations are used to facilitate a
requirement under SEC Rules 14b–1 and 14b–2 that
49 15
PO 00000
Frm 00105
Fmt 4703
Sfmt 4703
among its members a cross-section of
both the issuer and broker communities
and its mandate was to determine how
to equitably address the standard that
calls for issuers to reimburse the
reasonable costs incurred by banks and
brokers in distributing public company
proxies and related material. The
Committee agreed unanimously that the
proposed fees were reasonable in light
of the information the Committee had
gathered about the costs incurred by
brokers. The Exchange notes that, given
the different sizes and cost structures of
the various brokers, it is impossible to
set fees that are tied directly to the
individual broker’s costs.53
Accordingly, the Committee sought to
achieve the best possible understanding
of the overall costs of today’s proxy
processing and propose updated fees on
that basis. Most banks and brokers have
elected to outsource many of the related
proxy distribution functions to a thirdparty intermediary, and they have
negotiated individual contracts with the
intermediary to do so. However, banks
and brokers have processes and costs
beyond those covered under the
agreements with the intermediary, and
the Committee became comfortable with
the reasonableness of the overall fees
when considered in light of the overall
costs involved. The Exchange notes that
where, in the case of managed accounts,
the fees paid by issuers appeared to be
unreasonable, the Committee proposed
and the Exchange included in its
proposed amendment, limitations on
fees payable in relation to shares held in
managed accounts. For the foregoing
reasons, the Exchange also believes that
the proposal is consistent with the
requirements of SEC Rule 14b–1(c)(2)
concerning the reimbursement of a
broker’s reasonable expenses incurred
in connection with forwarding proxy
and other material to beneficial owners
of an issuer’s securities.
The proposal to codify the existing
Broadridge charges for notice and access
followed careful consideration by the
Committee and reflected their view that
the existing fees were shaped in part by
market forces and were on an overall
basis at an acceptable level. The
Committee believed it important to
codify these fees so that subsequent
changes would be subject to the rule
change process, and that codifying the
current fees was a better approach than
moving to any of the alternative pricing
brokers and banks distribute proxy material so long
as their reasonable costs are covered by the issuers
whose material they are distributing. Nonetheless,
to the extent a Section 6(b)(4) analysis is
appropriate, the Exchange has included one herein.
53 See discussion at text following note 16, supra.
E:\FR\FM\22FEN1.SGM
22FEN1
sroberts on DSK5SPTVN1PROD with NOTICES
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
models that the Committee
considered.54
The Exchange notes that the proposal
which will codify the charges imposed
by intermediaries for NOBO lists,
together with the specification that
issuers shall not be charged for names
eliminated in certain circumstances, is
an attempt to balance the reasonable
needs of issuers and nominees in this
context. The utility and economic
impact of this proposal is speculative at
this point, which is why the Exchange
has undertaken to monitor its impact
and take remedial action if needed.
The ‘‘success fee’’ proposal related to
EBIPs is different in character from
other fees in this area, because it is
temporary, it is a ‘‘one-time’’ fee, and
most notably because it is intended not
as a reimbursement of costs, but rather
is put forward with the hope that it will
encourage the implementation and use
of EBIPs, which in turn are hoped to
increase participation in corporate
governance by non-institutional
investors. However, in common with
the other proposals here, the Exchange
believes that it does represent an
equitable allocation of costs between
issuers and nominees, whereby issuers
should pay a fee which is less than the
expected economic benefit that will
accrue to them from the additional
suppression of a paper mailing, while
brokers will obtain some additional
revenue which will hopefully encourage
them to provide this meaningful benefit
to their account holders.
The Exchange believes that the
proposed amendment represents a
reasonable allocation of fees among
issuers as required by Section 6(b)(4)
and is not designed to permit unfair
discrimination within the meaning of
Section 6(b)(5), as all issuers are subject
to the same fee schedule and the
Committee thoroughly examined the
impact of the current fee structure on
different categories of issuers. As a
consequence, the Exchange’s proposal:
(i) Limits the disparate impact of fees on
issuers whose shares are held in
managed accounts; and (ii) modifies the
approach of charging 5 cents per
account for issuers beneficially owned
by 200,000 or more accounts and 10
cents per account for issuers
beneficially owned by fewer than
200,000 accounts, by putting in place a
tiering approach that will avoid the
anomalous effects of the current ‘‘cliff’’
pricing on issuers whose numbers of
street name accounts are slightly higher
or lower than 200,000.
54 See discussion at text accompanying notes 36–
39, supra.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
As described above,55 the tiers and
the pricing for each tier were intended
to spread the fees as fairly as possible
across the spectrum of issuers. However,
the Committee also avoided fully
reflecting economies of scale in the tier
prices, to avoid what it believed would
be an excessive increase in the fees paid
by the smallest issuers.
The Exchange believes that the
proposed amendment does not impose
any unnecessary burden on competition
within the meaning of Section 6(b)(8).
Under the SEC’s proxy rules, issuers are
unable to make distributions themselves
to ‘‘street name’’ account holders, but
must instead rely on the brokers that are
record holders to make those
distributions. In considering revisions to
the fees, the PFAC and the Exchange,
working within current SEC rules, were
careful not to create either any barriers
to brokers being able to make their own
distributions without an intermediary or
any impediments to other
intermediaries being able enter the
market. For some time now a single
intermediary has come to have a
predominant role in the distribution of
proxy material. Nonetheless, the
Committee believed that the current
structure has produced a proxy
distribution system which is generally
viewed as reliable and effective, as well
as being a system which has reduced
costs to issuers through technological
advances made possible by economies
of scale and, particularly, by the
elimination of a large number of
mailings. For the foregoing reasons, the
Exchange believes that its proposed fee
schedule does not place any
unnecessary burden on competition.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange believes that Rules 451
and 465 as amended by the proposed
amendments do not impose any burdens
on competition. Under the SEC’s proxy
rules, issuers are unable to make
distributions themselves to ‘‘street
name’’ account holders, but must
instead rely on the brokers that are
record holders to make those
distributions. SEC Rule 14b–1(c)(2)
provides that a broker is required to
forward proxy and other material to
beneficial owners of an issuer’s
securities only if the issuer reimburses
it for its reasonable expenses incurred in
connection with these distributions.
Consequently, in revising the fees set
forth in Rules 451 and 465, the PFAC
and the Exchange intended to establish
fees which represented a reasonable
level of reimbursement and the
55 See
PO 00000
discussion above.
Frm 00106
Fmt 4703
Sfmt 4703
12395
Exchange believes that the proposed
amendments are successful in this
regard. As the Exchange was limited to
establishing fees that reflected a
reasonable expense reimbursement
level, it would not have been possible
for the Exchange to propose amended
fees with the intention or the effect of
providing a competitive advantage to
any particular broker or existing
intermediary or creating any barriers to
entry for potential new intermediaries.
For some time now a single
intermediary has come to have a
predominant role in the distribution of
proxy material. Nonetheless, the
Committee believed that the current
structure has produced a proxy
distribution system which is generally
viewed as reliable and effective, as well
as being a system which has reduced
costs to issuers through technological
advances made possible by economies
of scale and, particularly, by the
elimination of a large number of
mailings. The Exchange does not believe
that the predominance of this existing
single intermediary results from the
level of the existing fees or that the
proposed amended fees will change its
competitive position or create any
additional barriers to entry for potential
new intermediaries. Moreover, brokers
have the ultimate choice to use an
intermediary of their choice, or perform
the work the work [sic] themselves.
Competitors are also free to establish
relationships with brokers, and the
proposed fees would not operate as a
barrier to entry.
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. The Exchange has neither
solicited nor received written comments
on the proposed rule change. The
Exchange did receive a letter from
SIFMA, dated May 30, 2012, in response
to the publication of the PFAC Report
on May 16, 2012. The letter noted the
Committee proposal to eliminate proxy
fees with respect to positions of five
shares or less in managed accounts. It
stated that because there are proxy
processing costs associated with such
accounts, SIFMA did not support the
establishment of a threshold that would
eliminate reimbursement for such costs.
The Securities Transfer Association
(‘‘STA’’) provided the Exchange with a
copy of an analysis it did of the
proposed proxy fee schedule contained
in the PFAC Report. This analysis was
publicized by the STA on July 11, 2012,
E:\FR\FM\22FEN1.SGM
22FEN1
12396
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
and may be found on the STA’s Web
site at www.stai.org.
The STA states that it analyzed 33
public company invoices for proxy
distribution services, applying the PFAC
proposed fee schedule. The STA claims
that the 33 issuers would experience, on
average, a 7.43% increase in proxy
distribution costs under the proposed
schedule. The STA also claims that
membership of the PFAC was overrepresentative of financial services
companies, notes disappointment that
the PFAC did not use an independent
third party to analyze data provided by
Broadridge and conduct an independent
cost analysis, and also notes
disappointment that the PFAC did not
recommend the elimination of all proxy
fees for positions held in managed
accounts.
The STA analysis does not explain
how STA arrived at the 7.43% number.
The STA also does not identify the 33
issuers surveyed. The Exchange has
noted that the experience of any
individual issuer under the proposed
fee schedule will vary depending on its
circumstances. Furthermore, the
estimate contained in both the PFAC
Report and in this rule filing that there
would be an approximate 4% overall
decrease in fees paid by issuers under
the proposed schedule is one that looks
at fees paid by a universe of some 8,000
issuers whose proxy material
distributions to street name holders are
processed by Broadridge. We can only
assume that the STA group of 33 issuers
is not adequately representative of all
the issuers in the proxy distribution
universe. We do note that the three size
tiers represented in the STA sample are
not in fact representative of the overall
population.56
The STA’s analysis of the make-up of
the PFAC is flawed. The Committee was
created to represent the views of issuers,
brokers and investors, given their
disparate interests in the fees, which are
paid by the issuers to the banks and
brokers. The Committee members
affiliated with REITs, for example, while
classified by the STA as in the financial
services sector, represent the issuer side
in this dichotomy. The mutual fund
company on the PFAC was intended to
represent the interest of investors in the
proxy process. Only two of the PFAC
representatives were with companies
containing broker-dealers with a public
customer business.
The Committee and the Exchange
have explained that the proxy fees do
not lend themselves to ‘‘utility rate
making’’ in which costs are accounted
for in a uniform and specified way and
subject to audit regarding whether the
provider is obtaining a permitted rate of
return. The costs involved are incurred
by a large number of brokerage firms,
who record their costs in different ways.
The Committee and the Exchange
judged that it would likely be
impossible and certainly not cost
effective, to engage an auditing firm to
review industry data for purposes of the
Committee’s work. Both believe that the
result produced by the diligent work of
the multi-constituent Committee is an
appropriate way to update the schedule
of fees which serves the SEC mandate
that the reasonable costs of brokers in
distributing proxy materials be
reimbursed by the issuers involved.
As noted earlier, the proper treatment
of managed accounts in the proxy fee
context has been a focus of STA
comments. The PFAC view was that
there should be a sharing of costs in this
area, given that managed accounts, at
least those above 5 shares or less,
benefitted both issuers and brokers. The
Exchange notes that the PFAC proposal
regarding managed accounts has not
satisfied either SIFMA or the STA,
which may be an indication that it is a
suitable compromise.
As also noted earlier, the PFAC
wished to avoid recommendations that
would generate large and potentially
dislocating changes in the fees. It was
also important to the PFAC that the fees
continue to support reliable, accurate
and secure proxy distribution process.
Eliminating virtually all charges for
managed account positions, as urged by
the STA, would have a very significant
impact on proxy fees, and presumably
would require additional very
significant increases in the basic
processing fees to continue to support
the proxy distribution process. That was
not an approach favored by the PFAC.
The Exchange also received several
letters expressing support for the EBIP
success fee. Those letters are described
in the EBIP discussion above.
56 The STA notes that one-third of their sample
are issuers with between 110 and 10,000 street
name positions, 42% of their sample issuers have
between 10,000 and 200,000 positions, and 24%
have between 200,000 and 2.4 million positions. In
contrast, among the 8,000 issuers processed by
Broadridge, the numbers falling in each of those
size categories are 75% (with only 5% of the
aggregate positions), 22% (with 38% of the
aggregate positions) and 2% (with 57% of the
aggregate positions).
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
PO 00000
Frm 00107
Fmt 4703
Sfmt 4703
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be 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 rulecomments@sec.gov. Please include File
Number SR–NYSE–2013–07 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–NYSE–2013–07. 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 the
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
E:\FR\FM\22FEN1.SGM
22FEN1
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
available publicly. All submissions
should refer to File Number SR–NYSE–
2013–07 and should be submitted on or
before March 15, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.57
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–04092 Filed 2–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68937; File No. SR–
NASDAQ–2012–129]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Order
Granting Approval to Proposed Rule
Change, as Modified by Amendment
No. 1, To Establish the Retail Price
Improvement Program on a Pilot Basis
until 12 Months From the Date of
Implementation
February 15, 2013.
I. Introduction
On November 19, 2012, The NASDAQ
Stock Market LLC (the ‘‘Exchange’’ or
‘‘NASDAQ’’) 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
establish a Retail Price Improvement
Program (‘‘Program’’) on a pilot basis for
a period of 12 months from the date of
implementation, if approved. The
proposed rule change was published for
comment in the Federal Register on
December 7, 2012.3 The Commission
did not receive any comments on the
proposed rule change. On February 13,
2013, the Exchange filed Amendment
No. 1 to its proposal.4
In connection with the proposal, the
Exchange requested exemptive relief
from Rule 612 of Regulation NMS,5
which, among other things, prohibits a
national securities exchange from
57 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 68336
(December 3, 2012), 77 FR 73097 (SR–NASDAQ–
2012–129) (‘‘Notice’’).
4 In Amendment No. 1, the Exchange proposes to
clarify that, to qualify as a ‘‘Retail Order,’’ a
‘‘riskless principal’’ order must satisfy the criteria
for riskless principal orders set forth in FINRA Rule
5320.03. Because the changes made in Amendment
No. 1 do not materially alter the substance of the
proposed rule change or raise any novel regulatory
issues, Amendment No. 1 is not subject to notice
and comment.
5 17 CFR 242.612 (‘‘Sub-Penny Rule’’).
sroberts on DSK5SPTVN1PROD with NOTICES
1 15
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
accepting or ranking orders priced
greater than $1.00 per share in an
increment smaller than $0.01.6 On
January 14, 2013, the Exchange
submitted a letter requesting that the
staff of the Division of Trading and
Markets not recommend any
enforcement action under Rule 602 of
Regulation NMS (‘‘Quote Rule’’) based
on the Exchange’s and its Members’
participation in the Program.7
This order approves the proposed rule
change and grants the exemption from
the Sub-Penny Rule sought by the
Exchange in relation to the proposed
rule change.
II. Description of the Proposal
The Exchange is proposing a 12month pilot program to attract
additional retail order flow to the
Exchange, while also providing the
potential for price improvement to such
retail order flow. The Program would be
limited to trades occurring at prices
equal to or greater than $1.00 per share.8
All Regulation NMS securities traded on
the Exchange would be eligible for
inclusion in the Program.
Under the Program, a new class of
market participants called Retail
Member Organizations (‘‘RMOs’’) 9
would be eligible to submit certain retail
order flow (‘‘Retail Orders’’) to the
Exchange. All Exchange Members
would be permitted to provide potential
price improvement for Retail Orders in
the form of designated non-displayed
interest, called a Retail Price
Improvement Order (‘‘RPI Order’’ or
‘‘RPI interest’’), that is priced more
aggressively than the Protected National
Best Bid or Offer (‘‘Protected NBBO’’) 10
6 See Letter from Jeffrey Davis, Deputy General
Counsel, The NASDAQ Stock Market LLC, to
Elizabeth M. Murphy, Secretary, Commission, dated
November 19, 2012 (‘‘Request for Sub-Penny Rule
Exemption’’).
7 See Letter from Jeffrey Davis, Deputy General
Counsel, The NASDAQ Stock Market LLC, to John
Ramsay, Division of Trading and Markets,
Commission, dated January 14, 2013.
8 The Exchange notes that certain orders
submitted to the Program designated as eligible to
interact with liquidity outside of the Program—
Type 2 Retail Orders, discussed below—could
execute at prices below $1.00 if they do in fact
execute against liquidity outside of the Program.
9 A RMO would be a Member (or a division
thereof) that has been approved by the Exchange to
submit Retail Orders. See Nasdaq Rule 4780. A
‘‘Member’’ is any registered broker or dealer that
has been admitted to membership in the Exchange.
See Nasdaq Rule 0120(i).
10 The terms Protected Bid and Protected Offer are
defined in Rule 600(b)(57) of Regulation NMS. 17
CFR 242.600(b)(57). The Exchange represents that,
generally, the Protected Bid and Protected Offer,
and the national best bid (‘‘NBB’’) and national best
offer (‘‘NBO,’’ together with the NBB, the ‘‘NBBO’’),
will be the same. However, it further represents that
a market center is not required to route to the NBB
or NBO if that market center is subject to an
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
12397
by at least $0.001 per share. When RPI
interest priced at least $0.001 per share
better than the Protected Bid or
Protected Offer for a particular security
is available in the system, the Exchange
would disseminate an identifier, known
as the Retail Liquidity Identifier,
indicating that such interest exists. A
Retail Order would interact, to the
extent possible, with available contraside RPI Orders.11
The Exchange represents that its
proposed rule change is based on rules
recently adopted by other exchanges.
The NASDAQ proposal is virtually
identical to BATS Y-Exchange Rule
11.24, which sets forth the BATS YExchange’s Retail Price Improvement
Program.12 It is also highly similar to
New York Stock Exchange LLC’s
(‘‘NYSE’’) Rule 107C, which governs
NYSE’s Retail Liquidity Program,13 with
three distinctions. First, the NYSE’s
Retail Liquidity Program creates a
category of members, Retail Liquidity
Providers, who are required to maintain
a retail price-improving order that
betters the protected best bid or offer at
least 5% of the trading day in each
assigned security and who receive lower
execution fees as a result. Under the
NASDAQ proposal, the Exchange would
not create such a category of Members.
Second, NASDAQ’s proposal would
permit executions in all cases against
resting RPI Orders and, additionally,
other non-displayed liquidity resting on
the Exchange’s System.14 In contrast,
exception under Regulation NMS Rule 611(b)(1) or
if such NBB or NBO is otherwise not available for
an automatic execution. In such case, the Exchange
states that the Protected NBBO would be the bestpriced protected bid or offer to which a market
center must route interest pursuant to Rule 611 of
Regulation NMS.
11 As explained further below, the Exchange has
proposed two types of Retail Orders, one of which
could execute against other interest if it was not
completely filled by contra-side RPI Interest or
other price-improving liquidity. All Retail Orders
would first execute against available contra-side RPI
Orders or other price-improving liquidity. Any
remaining portion of the Retail Order would then
either cancel, be executed as an immediate-orcancel order, or be routed to another market for
execution, depending on the type of Retail Order.
12 See Securities Exchange Act Release No. 68303
(November 27, 2012), 77 FR 71652 (December 3,
2012) (SR–BYX–2012–019) (‘‘BATS RPI Approval
Order’’).
13 See Securities Exchange Act Release No. 67347
(July 3, 2012), 77 FR 40673 (July 10, 2012) (SR–
NYSE–2011–55; SR–NYSEAmex–2011–84) (‘‘NYSE
RLP Approval Order’’). In the RLP Approval Order,
the Commission also approved a Retail Liquidity
Program for NYSE Amex LLC (now known as NYSE
MKT LLC) (‘‘NYSE MKT’’).
14 The Exchange notes that other price improving
liquidity may include, but is not limited to: booked
non-displayed orders with a limit price that is more
aggressive than the then-current NBBO; midpointpegged orders (which are by definition nondisplayed and priced more aggressively than the
E:\FR\FM\22FEN1.SGM
Continued
22FEN1
Agencies
[Federal Register Volume 78, Number 36 (Friday, February 22, 2013)]
[Notices]
[Pages 12381-12397]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-04092]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68936; File No. SR-NYSE-2013-07]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing of Proposed Rule Change Amending NYSE Rules 451 and
465, and the Related Provisions of Section 402.10 of the NYSE Listed
Company Manual, Which Provide a Schedule for the Reimbursement of
Expenses by Issuers to NYSE Member Organizations for the Processing of
Proxy Materials and Other Issuer Communications Provided to Investors
Holding Securities in Street Name and to Establish a Five-Year Fee for
the Development of an Enhanced Brokers Internet Platform
February 15, 2013.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the
[[Page 12382]]
``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby given that,
on February 1, 2013, New York Stock Exchange LLC (``NYSE'' or the
``Exchange'') filed with the Securities and Exchange Commission (the
``Commission'' or ``SEC'') 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 NYSE Rules 451 and 465, and the
related provisions of Section 402.10 of the NYSE Listed Company Manual,
which provide a schedule for the reimbursement of expenses by issuers
to NYSE member organizations for the processing of proxy materials and
other issuer communications provided to investors holding securities in
street name. 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
Proxy distribution fees have been part of the New York Stock
Exchange's rules for many years, and have been reviewed and changed
periodically over that time. The Exchange has long operated under the
assumption that these fees should represent a consensus view of the
issuers and the broker-dealers involved. In September 2010 the Exchange
formed the Proxy Fee Advisory Committee (``PFAC'' or the ``Committee'')
to review the existing fee structure and make such recommendations for
change as the PFAC believed appropriate.
BACKGROUND
The Exchange has been mindful for several years that a further
review of the proxy fee rules would be useful. The Exchange's Proxy
Working Group in 2007 noted a variety of fee-related issues, and the
Exchange was aware of concerns expressed by various parties with an
interest in the proxy distribution process. However, when the Exchange
became aware that the Securities and Exchange Commission (``SEC'') was
preparing a study of proxy-related issues, it judged it advisable to
await the SEC's publication prior to initiating a formal review of the
fees.
On July 14, 2010 the Securities and Exchange Commission issued its
Concept Release on the U.S. Proxy System, which has come to be known as
the ``Proxy Plumbing Release''. Among the many issues discussed in that
Release were proxy distribution fees, and the SEC stated that ``it
appears to be an appropriate time for SROs to review their existing fee
schedules to determine whether they continue to be reasonably related
to the actual costs of proxy solicitation.''\4\
---------------------------------------------------------------------------
\4\ SEC Release No. 34-62495; File No. S7-14-10, 75 Fed. Reg.
42982 (July 22, 2010) at text following note 138.
---------------------------------------------------------------------------
As the SEC explained in the Proxy Plumbing Release,
``There are two types of security holders in the U.S.--
registered owners and beneficial owners.
* * * * *
Registered owners (also known as `record holders') have a direct
relationship with the issuer because their ownership of shares is
listed on the records maintained by the issuer or its transfer
agent.
* * * * *
The vast majority of investors in shares issued by U.S.
companies today are beneficial owners, which means that they hold
their securities in book-entry form through a securities
intermediary, such as a broker-dealer or bank. This is often
referred to as owning in `street name.' A beneficial owner does not
own the securities directly. Instead, as a customer of the
securities intermediary, the beneficial owner has an entitlement to
the rights associated with ownership of the securities.\5\''
---------------------------------------------------------------------------
\5\ Id. at text accompanying notes 23 to 31; footnotes omitted.
As further noted in the Proxy Plumbing Release, SEC rules require
broker-dealers and banks to distribute proxy material to beneficial
owners, but the obligation is conditioned on their being asured [sic]
of reimbursement of their reasonable expenses. The SEC has relied on
stock exchange rules to specify the reimbursement rates,\6\ and it has
been the rules of the NYSE that have established the standard used in
the industry.
---------------------------------------------------------------------------
\6\ Id. at text accompanying notes 104-105. Note that although
the rules of NYSE or any other exchange or FINRA apply only to
members, who are all broker-dealers, the SEC has indicted [sic] that
the fees provided in these self-regulatory organization rules should
also be considered as appropriate reimbursement to banks for their
distribution of proxy materials to their customers who are
beneficial owners. See SEC Rule 14b-2(c)(3), and discussion in the
SEC's 1986 adopting release, No. 33-15435 [sic], at text
accompanying note 52. For this reason, when discussing proxy fees
herein, we will at times refer to both banks and brokers,
notwithstanding that NYSE rules do not apply to any entity not a
member of the NYSE.
---------------------------------------------------------------------------
Since the 1980's, street name shareholding has proliferated, with
estimates today that over 80% of publicly held securities are in street
name.\7\ Over this time, banks and brokers have increasingly turned to
third party service providers to coordinate most aspects of this
process, from coordinating the beneficial owner search to arranging the
delivery of proxy materials to the beneficial owners. In the lexicon of
proxy distribution, the banks and brokers are referred to as
``nominees'', and the third party service providers that coordinate the
distributions for multiple nominees are referred to as
``intermediaries''. At the present time, almost all proxy processing in
the U.S. is handled by a single intermediary, Broadridge Financial
Solutions, Inc. (``Broadridge'').\8\ Broadridge reported that during
the year ended April 30, 2012 it processed over 12,000 proxy
distribution jobs involving over 638 billion shares.\9\ Broadridge has
estimated that in recent years it handles distributions to some 90
million beneficial owners with accounts at over 900 custodian banks and
brokers.\10\
---------------------------------------------------------------------------
\7\ See, e.g., Briefing Paper for 2007 SEC Roundtable on Proxy
Voting Mechanics, available at www.sec.gov/spotlight/proxyprocess/proxyvotingbrief.htm.
\8\ Other intermediaries competing with Broadridge are Proxy
Trust (focuses on nominees that are trust companies), Mediant
Communications and Inveshare, but their market share is relatively
small. The Exchange is aware of one broker-dealer, FOLIOfn
Investments, Inc., that provides proxy distribution to its accounts
itself, without using the services of an intermediary.
\9\ Broadridge 2012 Proxy Season Key Statistics & Performance
Rating, available at www.broadridge.com/Content.aspx?DocID-1498. The
Commission notes the link is https://media.broadridge.com/documents/Broadridge_2012_Proxy_Season_Stats_Presentation.pdf.
\10\ Comment letter on Proxy Plumbing Release from Charles V.
Callan, Broadridge, October 14, 2010.
---------------------------------------------------------------------------
Based on information from Broadridge, the PFAC estimated that
[[Page 12383]]
issuers spend approximately $200 million in aggregate on fees for proxy
distribution to street name shareholders during a year. This does not
count the amounts spent on printing and postage for those street name
distributions that are not made electronically--the PFAC observed that
those costs are typically estimated to be more than double the amount
spent on proxy fees, demonstrating why efforts to suppress physical
mailings are so important from a cost perspective. The cost incurred by
any given issuer varies widely depending on how broadly its stock is
held, and the extent to which physical mailings to its shareholders
have been eliminated. Again based on information from Broadridge, among
the issuers represented on the PFAC, the smallest spent some $8,500 on
proxy fees in the most recent (2012) proxy season, while the largest
spent approximately $1.1 million. Among another representative group of
issuers used by the PFAC for study purposes, the smallest paid
approximately $10,000 in proxy fees this year, while the largest spent
approximately $2 million. Overall Broadridge estimated that in its most
recent fiscal year issuers owned by 100,000 or fewer street name
accounts paid approximately 38% of all street name fees, issuers owned
by 100,001 to 500,000 accounts paid approximately 30% of such fees,
with 32% paid by issuers owned by more than 500,000 street name
accounts.
Since 1937 the NYSE has specified the level of reimbursement which,
if provided to the member broker-dealers, would obligate them to effect
the distribution of proxy materials to street name holders, and those
rates have been revised periodically since then. The last, and most
far-reaching, revision was finalized in 2002. It was the culmination of
a multi-year, multi-task force effort that began in 1995, and attempted
to both recognize and encourage significant changes in computer
technology that permitted more efficient, and increasingly paperless,
distribution of proxy material.
The proxy distribution fees that emerged from that effort and
remain in effect include:
A basic processing fee of 40 cents for each account
beneficially owning shares in the issuer that is distributing proxy
material.
A flat nominee fee of $20 per nominee served by an
intermediary.\11\
---------------------------------------------------------------------------
\11\ As noted above, a ``nominee'' is a bank or broker in which
a beneficial owner has an account, and an ``intermediary'' is a
third party that coordinates proxy distributions for multiple
nominees.
---------------------------------------------------------------------------
An additional fee to compensate the intermediary based
on the number of accounts at nominees served by the intermediary
that beneficially own shares in the issuer.
5 cents per account for issuers owned by 200,000 or
more street name accounts.
10 cents per account for issuers owned by fewer than
200,000 street name accounts.
An incentive fee that applies whenever the need to mail
materials in paper format to an account has been eliminated.
25 cents per account for issuers owned by 200,000 or
more street name accounts.
50 cents per account for issuers owned by fewer than
200,000 street name accounts.\12\
\12\ The incentive fee is in addition to the other fees, so that
even if a paper mailing is suppressed, the basic processing fee and
all the intermediary fees still apply. This is explained in the
SEC's Proxy Plumbing Release (see note 4, supra) at footnote 120.
Suppression of mailing eliminates the postage costs for the issuer,
but not these processing-related fees. The rules proposed in this
filing will rename ``incentive fees'' as ``preference management
fees,'' but the concept remains the same as today and the preference
management fees are in addition to, and not in lieu of, the other
processing and intermediary fees.
---------------------------------------------------------------------------
The creation of a nominee fee, of an incentive fee for mailing
suppression, and of fee differentiation between large and small issuers
to recognize the economies of scale available in serving the former,
are all elements that emerged from the review process that began in
1995 and culminated in 2002.\13\
---------------------------------------------------------------------------
\13\ For many years the NYSE proxy fee rules subjected all
issuers to the same rates. However, when the last changes were
approved in 2002, the rules began to differentiate between ``Large
Issuers'' and ``Small Issuers.'' This was because it was determined
that economies of scale existed for many of the tasks of processing
material for distribution, and for collecting voting instructions.
Those analyzing the situation at that time found that the actual
cost of proxy distribution incurred with respect to large issuers
was lower than the specified fees, whereas the actual cost for
handling small issuers far exceeded the fees provided in the NYSE
rules. SEC Release 34-45644 (SR-NYSE-2001-53, March 25, 2002).
---------------------------------------------------------------------------
The proxy fees were also the subject of a partial review in the
middle of this last decade, although no change was made at that time. A
Proxy Working Group (``PWG'') was created by the NYSE in 2005, composed
of a diverse group of individuals from issuers, broker-dealers, the
legal community and investors. It focused on several different aspects
of the proxy process, particularly the NYSE rules on when brokers may
vote shares for which no voting instructions were received from the
beneficial owner. However, the PWG also looked at whether the NYSE
rules on proxy distribution fees should be made applicable to the SEC's
then new ``e-proxy'' system (today referred to as ``notice and
access''), and concluded that as an initial matter, they should not. In
part, the PWG believed it was appropriate to allow some time during
which market forces might create a consensus regarding the appropriate
kind and level of fees under the new e-proxy rules.
The PWG Reports are referenced in the Concept Release, and the
general concerns over proxy distribution fees that were voiced to the
PWG are similar to those outlined in the Concept Release.\14\
---------------------------------------------------------------------------
\14\ It is important to understand that some of the concerns
expressed about the proxy distribution process are not within the
purview of the Exchange to address. Issues have been raised as to
whether beneficial owners should continue to be able to be Objecting
Beneficial Owners, or OBOs, and whether there should be a central
data aggregator for beneficial owner information that would enable
issuers to distribute proxy materials directly to beneficial owners
rather than through the bank and broker nominees. However, today's
distribution regimen is established by the securities laws and the
SEC, and the Exchange does not have the power to alter it.
The Exchange notes also that, in its comment letter on the Proxy
Plumbing Release, the Exchange stated that it would welcome a
movement away from utilizing SRO rules to set the default proxy
distribution fees. While NYSE has had a long history as an innovator
and important source of rules for the U.S. proxy process, the SEC
has long since taken over the field as the source of regulation for
that process. The Exchange believes that the much reduced role of
exchanges in proxy regulation means that they may no longer be the
best source of rulemaking in the proxy fee area.
---------------------------------------------------------------------------
The Exchange brought together the Proxy Fee Advisory Committee
composed of representatives of issuers, broker dealers and investors to
review the current rules and how they are applied, and the Committee
met with a wide variety of participants in the proxy process to gather
information on what is necessary to efficiently and effectively
distribute proxy material to street name shareholders and collect their
votes. The Committee began its work in October, 2010, and provided its
Report and recommendations to the NYSE on May 16, 2012. The Committee's
Report may be found at https://usequities.nyx.com/sites/usequities.nyx.com/files/final_pfac_report.pdf.\15\
---------------------------------------------------------------------------
\15\ The members of the Committee are listed in its Report.
---------------------------------------------------------------------------
Analysis and Recommendations
As noted above, the obligation of brokers and banks to distribute
proxy material to beneficial owners is conditioned on their being
assured of reimbursement of their reasonable expenses, and the SEC
relies on exchange rules to specify those reimbursement rates. NYSE
Rule 451 states that ``The Exchange has approved the following as fair
and reasonable rates of reimbursement of member organizations for all
out-of-pocket expenses, including reasonable clerical expenses,
incurred in connection with proxy solicitations pursuant to Rule 451
and in mailing interim reports or other
[[Page 12384]]
material pursuant to Rule 465.'' As the Committee noted in its report,
for at least the last 30 years, the NYSE has dealt with this issue by
convening advisory panels of industry participants--brokers, issuers
and investors--to advise on what should be considered ``fair and
reasonable rates of reimbursement,'' and then subjecting the proposals
to review and approval by the SEC.\16\
---------------------------------------------------------------------------
\16\ See, for example, SEC Release No. 34-45644, March 25, 2002
(SR-NYSE-2001-53); SEC Release No. 34-38406, March 24, 1997 (SR-
NYSE-96-36); and SEC Release No. 34-21900, March 28, 1985 (SR-NYSE-
85-2).
---------------------------------------------------------------------------
Although the NYSE rules speak in terms of reimbursing brokers for
their reasonable expenses, it appears self-evident that this was never
feasible on an individual brokerage firm basis given that the rules
provided one price to be used by a multiplicity of firms providing
services, each with presumably different costs. That issue continued
even after services were almost all centralized in one outsourced
service provider, Broadridge. This is so because each firm continued to
have some workload of its own, and each firm negotiated its own, arms-
length agreement with Broadridge, and so had outsourcing costs that
differed from firm to firm. In addition, the introduction of incentive
fees in the late 1990s established that ``fair and reasonable rates of
reimbursement'' encompassed rates that were not associated with a
specified level of costs, but rather were considered adequate to
encourage the development of systems that would lead to the elimination
of physical delivery.
Given this state of facts, the Committee took the view that the
NYSE proxy fee rules do not lend themselves to ``utility rate-making,''
where the specific costs of a process are analyzed and rates revised
periodically to permit a specified ``rate of return.''
However, the Committee did what it could to engage in a review that
would in certain ways approximate such a process. It looked first at
publicly available financial information on Broadridge, which is a
public SEC-reporting company. Unfortunately for this analytical
purpose, Broadridge has several business lines other than street name
proxy distribution, and it does not isolate costs and revenues from the
street name proxy distribution business in any of its publicly reported
numbers. There were several analyst reports available on Broadridge
that discussed the segment in which Broadridge includes this activity,
which Broadridge refers to as its Investor Communications Solutions
segment, or ICS.\17\ Broadridge has reported flat to declining margin
in this segment over the last four years, from 16% in fiscal 2008 to
14.9% for fiscal 2012.
---------------------------------------------------------------------------
\17\ Broadridge's ICS revenues combine the street name and
registered proxy businesses. This also includes both U.S. and non-
U.S. public companies, but we assume that the non-U.S. company
income is a relatively small part of the whole. Broadridge
separately reports its fee revenue from mutual fund proxy statement
and report distribution.
---------------------------------------------------------------------------
The Committee also took note of the fact that since the fees were
last changed in 2002, there has been an effective decline in the fees
of approximately 20%, given the impact of inflation. Indeed, the
nominee coordination fee dates from 1997, and so has been eroded
approximately 29% by inflation since that time.\18\ Broadridge pointed
out to the PFAC that while the fees paid to nominees for proxy
distribution have remained unchanged, other costs incurred by various
entities in activities related to proxy distribution have increased by
various amounts over approximately the same period--bulk rate postage
by an estimated 38%, printing costs 12%, electricity 60%, and overall
IT expenditures by financial services entities, 59%.\19\
---------------------------------------------------------------------------
\18\ Based on the Bureau of Labor Statistics Consumer Price
Index All Urban Consumers (CPI-U), U.S. city average, all items,
1982-84=100, annual average figures for 2011 (224.939), 2002 (179.9)
and 1997 (160.5). Available at ftp://ftp.bls.gov/pub/special.requests/cpi/cpiai.txt.
\19\ Data cited by Broadridge in support of these figures are:
For postage--Effective 6/30/02: standard A ``bulk'' flat @$0.552;
first class letter @$0.37. Effective 4/17/11: standard A ``bulk''
flat @$0.761 and first class letter @$0.44. For printing--NIRI
biennial surveys; median cost @$4.32 (2004) and $4.82 (2010). For
electricity--Bureau of Labor Statistics, Consumer Price Index--
Average Price Data, New York-Northern New Jersey-Long Island, NY-NJ-
CT-PA, Electricity per KWH, 2002 to 2011. For overall IT
expenditures--Gartner Group, ``Financial Services Market Regains
Momentum: Forecast Through 2006'', February 2003. Gartner Group,
``Forecast: Enterprise IT Spending for the Banking and Securities
Market, Worldwide, 2009-2015, 3Q11 Update, October 2011.
---------------------------------------------------------------------------
After fact gathering and analysis, the Committee focused on a set
of recommendations intended to serve several basic goals:
To support the current proxy distribution system, given
that it provides a reliable, accurate and secure process for
distributing proxy materials to street name stockholders. It is also
important that the fee structure continues to encourage cost savings
through reducing printing, postage and physical handling of proxy
materials.
To encourage and facilitate active voting participation
by retail street name shareholders.
To improve the transparency of the fee structure, so
that it is not only clearer to issuers what services they are paying
for, but also that fees are consistent with the type and amount of
work involved. Updating the terminology used in the rule will be a
part of this effort. For example, ``incentive fees'' will be called
``preference management fees,'' to better describe the work
involved. It is also important for transparency that the rules be
structured to avoid undue complexity.
To ensure the fees are as fair as possible, reflecting
to the extent possible both economies of scale in processing, and
sensitivity to who (issuer or broker) benefits from the processing
being paid for. In the course of its review the Committee addressed
several of the issues that were singled out in the SEC's Proxy
Plumbing Concept Release, notably the fees charged in connection
with managed accounts, and the fees charged for utilizing notice and
access.
The changes proposed herein reduce some fees and increase others,
and Broadridge estimated for the PFAC that overall fees paid by issuers
will decrease by approximately four percent. The Committee also focused
on whether the new recommended fees appear to be aligned with the work
effort to which the fees relate. At the Committee's request, Broadridge
analyzed the work effort across the several tasks involved in proxy
distribution. The Committee observed that this analysis confirmed that
fees and work effort appeared to be roughly in line.
The following is an outline description of the various
recommendations and the rationale for the changes proposed.
Basic Fees
This category includes both a per-nominee fee and two separate per-
account fees.
Nominee Fee: The nominee fee is currently $20 per nominee (bank or
broker) served by an intermediary (e.g., Broadridge). As noted earlier,
this $20 fee has not changed since its implementation in 1997, and has
been eroded by some 29% by inflation since that time. In addition,
while not required under the current rule, it has been Broadridge's
longstanding practice to only charge this amount for a nominee that
responds to a search request with an indication that it does have at
least one account holding the issuer's stock. This is so
notwithstanding that for each meeting or distribution Broadridge makes
inquiry of all nominees whether they hold any of the particular
security involved. Broadridge notes that while they serve some 900
nominees, the average issuer is held by approximately 100 nominees.
In order to compensate for the impact of inflation and to better
align this fee with what the PFAC understood to be the work involved,
it is recommended that the basic per-nominee fee be increased to $22,
but that the rule
[[Page 12385]]
specify that it applies only to nominees with at least one account
holding the issuer's stock.
The PFAC Report had recommended that the rule also provide for a
charge of 50 cents per nominee for those solicited who indicated no
holdings of the stock involved, with a cap of $100 for the smallest
issuers. Subsequent to publication of the PFAC Report, figures from the
2012 proxy season became available from Broadridge. Given changes to
the issuer population between 2011 and 2012 seasons it became necessary
to reduce certain of the PFAC-proposed fees to keep the overall
financial impact of the proposed changes at approximately the same
level as proposed in the PFAC Report. Accordingly, the additional 50
cents charge for each nominee reporting zero positions has been
eliminated. In addition, the basic processing fees are reduced somewhat
from those proposed in the PFAC Report.
Per-account Fees: The two separate per-account fees are the basic
processing fee, and the ``intermediary unit fee'', which is, in
addition to the nominee fee described above, intended as compensation
to the intermediary for its work in coordinating among multiple
nominees.
As did its predecessor Committee in the 1990's, the PFAC believed
that economies of scale exist when handling distributions for more
widely held issuers. While the current fees attempt to reflect this in
the intermediary unit fee, they do not in the basic processing fee, and
the PFAC believed both fees should be structured to recognize the
existence of economies of scale.
However, the PFAC was also concerned with the way the current fees
approach this issue, with a simple binary distinction between Large and
Small Issuers, where the Large Issuer pays a reduced rate on all
accounts holding its securities, not just those over a specified
number. This ``cliff'' pricing schedule means that there can be a
significant difference in the overall price paid by issuers held by
199,000 street name accounts versus those held by 201,000 accounts.
Furthermore, companies that are close to this line may find themselves
on different sides of it from one year to the next, creating
undesirable volatility in the prices paid for proxy distribution from
year to year.
It is primarily for this reason that the Committee recommended
moving away from the binary Large/Small Issuer distinction, and
utilizing a group of five true tiers for the basic per-account fees. In
this way, every issuer will pay the tier one rate for the first 10,000
accounts, for example, with decreasing rates calculated only on
additional accounts in the additional tiers. Modest changes in
shareholder population will no longer have the possibility of producing
material changes in overall costs, and the sliding scale of rates will
better approximate the sliding impact of economies of scale. The
creation of true tiers in the pricing schedule will continue to
recognize the existence of economies of scale in processing
distributions for issuers with numerous accounts holding their
securities in street name, but do it in a way that is more nuanced and
thus fairer to all than the current approach.\20\
---------------------------------------------------------------------------
\20\ We note that even under the current ``Large/Small issuer''
distinction, a question has been raised whether brokers that do not
use an intermediary, or that use an intermediary other than
Broadridge, are entitled to bill at the ``Small issuer'' rate when
they serve fewer than 200,000 accounts holding the issuer's stock,
even though the issuer is held by far more than 200,000 accounts
when all street name accounts at all nominees are considered. Given
that the rates are based on the cost effectiveness of serving large
numbers of accounts, logically the rate applied should be based on
the number of accounts served by the particular intermediary (or
nominee, if it does not use an intermediary). Because Broadridge
serves such a large portion of the whole, the impact of allowing the
smaller providers to bill at the higher rates is minimal, both
overall and for any given issuer. For this reason the Committee was
content to have the rules interpreted in this fashion. The Committee
noted that this would bear re-examination if the processing task
should come to be spread more evenly among a number of
intermediaries.
Accordingly, the fee charged a particular issuer by an
intermediary (or a nominee not using an intermediary) will depend on
the number of accounts holding shares in that issuer that are served
by the intermediary (or nominee) involved. For example, an issuer
with a large number of beneficial shareholders might pay charges to
Broadridge that reflect the progressive application of the rates in
all five tiers, while its invoice from another intermediary serving
a comparatively small number of accounts might charge for all those
accounts at the tier one rate.
---------------------------------------------------------------------------
The tiers and the pricing for each tier were organized in a way
that is intended to spread the fees as fairly as possible across the
spectrum of issuers, and to spread the fees among issuers in three size
ranges similar to that which pertains under the current fee rule, which
is described above. In determining the fees applicable to each tier,
however, the Committee was sensitive to the fact that an attempt to
fully reflect the economies of scale would result in excessive
increases in the rates paid by the smallest issuers, and the Committee
considered such an outcome inappropriate. Indeed, it was an operating
principle for the Committee that it wished to avoid recommendations
that would generate large and potentially dislocating changes in the
fees or in the impact of the fees on broad categories of brokers or
issuers.
In addition to being tiered to better reflect economies of scale in
processing issuers with a larger number of accounts, both the basic
processing fee and the intermediary unit fee would be increased
slightly to better align fees and work effort, to reflect increased
sophistication in proxy distribution processing, and to reflect the
impact of inflation since the fees were last adjusted. Especially
relevant to the intermediary unit fee, the work of the intermediary has
been enhanced over time, responding to the needs of all participants--
issuers, banks and brokers, and investors--in addition to responding to
changing regulatory requests.\21\
---------------------------------------------------------------------------
\21\ An example is the work required to accommodate the four
voting choices necessitated by the Dodd-Frank requirements for say-
when-on-pay votes. See SEC Release No. 33-9178, January 25, 2011, at
text accompanying note 127, and Broadridge's November 19, 2010
comment letter on the related proposing release, available at https://www.sec.gov/comments/s7-31-10/s73110-55.pdf. Another example is the
significant work already done on end-to-end vote confirmation. See
descriptions in Report of Roundtable on Proxy Governance:
Recommendations for Providing End-to-End Vote Confirmation,
available at https://www.sec.gov/comments/s7-14-10/s71410-300.pdf.
See also description in Broadridge's October 6, 2010 comment letter
on the Proxy Plumbing Release, available at https://www.sec.gov/comments/s7-14-10/s71410-62.pdf.
---------------------------------------------------------------------------
While the rules will continue to differentiate between these two
types of per-account processing fees, the Committee recommended that
issuers be invoiced in a way that combines these two per-account
processing fees for ease of understanding. The increases to these
processing fees are estimated to add approximately $9-10 million to
overall proxy distribution fees, although that should be considered in
connection with the estimated $15 million reduction in fees associated
with the proposal to charge preference management fees related to
managed accounts at half the regular rate, which is discussed below.
The new proposed basic processing and intermediary unit fees are as
follows:
(a) Definitions: For purposes of this rule
(i) The term ``nominee'' shall mean a broker or bank subject to SEC
Rule 14b-1 or 14b-2, respectively.
(ii) The term ``intermediary'' shall mean a proxy service provider
that coordinates the distribution of proxy or other materials for
multiple nominees.
(b) (i) For each set of proxy material, i.e., proxy statement, form
of proxy and annual report when processed as a unit, a Processing Unit
Fee based on the following schedule according to the number of nominee
accounts through
[[Page 12386]]
which the issuer's securities are beneficially owned:
50 cents for each account up to 10,000 accounts;
47 cents for each account above 10,000 accounts, up to 100,000
accounts;
39 cents for each account above 100,000 accounts, up to 300,000
accounts;
34 cents for each account above 300,000 accounts, up to 500,000
accounts;
32 cents for each account above 500,000 accounts.
To clarify, under this schedule, every issuer will pay the tier one
rate for the first 10,000 accounts, or portion thereof, with decreasing
rates applicable only on additional accounts in the additional tiers.
References in this Rule 451 to the number of accounts means the number
of accounts in the issuer at any nominee that is providing distribution
services without the services of an intermediary, or when an
intermediary is involved, the aggregate number of nominee accounts with
beneficial ownership in the issuer served by the intermediary.
(ii) In the case of a meeting for which an opposition proxy has
been furnished to security holders, the Processing Unit Fee shall be
$1.00 per account, in lieu of the fees in the above schedule.
(c) The following are supplemental fees for intermediaries:
(i) $22.00 for each nominee served by the intermediary that has at
least one account beneficially owning shares in the issuer;
(ii) an Intermediary Unit Fee for each set of proxy material, based
on the following schedule according to the number of nominee accounts
through which the issuer's securities are beneficially owned:
14 cents for each account up to 10,000 accounts;
13 cents for each account above 10,000 accounts, up to 100,000
accounts;
11 cents for each account above 100,000 accounts, up to 300,000
accounts;
9 cents for each account above 300,000 accounts, up to 500,000
accounts;
7 cents for each account above 500,000 accounts.
To clarify, under this schedule, every issuer will pay the tier one
rate for the first 10,000 accounts, or portion thereof, with decreasing
rates applicable only on additional accounts in the additional tiers.
(iii) For special meetings, the Intermediary Unit Fee shall be
based on the following schedule, in lieu of the fees described in (ii)
above:
19 cents for each account up to 10,000 accounts;
18 cents for each account above 10,000 accounts, up to 100,000
accounts;
16 cents for each account above 100,000 accounts, up to 300,000
accounts;
14 cents for each account above 300,000 accounts, up to 500,000
accounts;
12 cents for each account above 500,000 accounts.
To clarify, under this schedule, every issuer will pay the tier one
rate for the first 10,000 accounts, or portion thereof, with decreasing
rates applicable only on additional accounts in the additional tiers.
For purposes of this subsection (iii), a special meeting is a meeting
other than the issuer's meeting for the election of directors.
(iv) In the case of a meeting for which an opposition proxy has
been furnished to security holders, the Intermediary Unit Fee shall be
25 cents per account, with a minimum fee of $5,000.00 per soliciting
entity, in lieu of the fees described in (ii) or (iii) above, as the
case may be. Where there are separate solicitations by management and
an opponent, the opponent is to be separately billed for the costs of
its solicitation.
Incentive (Preference Management) Fees
The incentive fees generally appear to have been quite worthwhile
for the issuers who pay the proxy distribution fees.\22\ Broadridge
reports that the percent of mailings eliminated has grown steadily
since incentive fees were first instituted in 1998, reaching 60% of all
accounts processed in the 2012 proxy season.\23\ In contrast, only 8%
of mailings were eliminated in 1998, growing to 27% for the 2002
season.\24\ Broadridge estimates that corporate issuers saved over $522
million in postage and printing costs in the 2012 season.\25\
---------------------------------------------------------------------------
\22\ As noted in footnote 12 above, these fees, both currently
and as proposed to be amended, are in addition to, and not in lieu
of, the other proxy distribution fees.
\23\ Broadridge 2012 Proxy Season Key Statistics & Performance
Rating, available at www.broadridge.com/Content.aspx?DocID=1498. The
Commission notes the link is https://media.broadridge.com/documents/Broadridge_2012_Proxy_Season_Stats_Presentation.pdf.
\24\ Estimates provided by Broadridge to the Committee.
\25\ See report cited in note 23, supra.
---------------------------------------------------------------------------
In addition to considering what the amount of this fee should be,
the Committee examined two specific issues that have engendered comment
regarding how the incentive fee has been applied.
The first is the ``evergreen'' nature of the fee. As noted in the
SEC's Proxy Plumbing Release, questions have been raised as to whether
it is appropriate to charge an incentive fee not only in the year when
electronic delivery is first elected, but also in each year thereafter.
In its Proxy Plumbing Release the SEC posits that ``the continuing role
of the securities intermediary, or its agent, in eliminating these
paper mailings is limited to keeping track of the shareholder's
election.'' \26\
---------------------------------------------------------------------------
\26\ Proxy Plumbing Release at text accompanying note 134.
---------------------------------------------------------------------------
In discussing this issue with brokerage firms and with Broadridge,
the Committee was persuaded that there was in fact significant
processing work involved in ``keeping track of the shareholder's
election,'' especially given that the shareholder is entitled to change
that election from time to time. Although few do change their election,
data processing has to look at each position relative to each meeting
or distribution event to determine how the ``switch'' should be set.
Data management requires ongoing technology support, services and
maintenance, and is a significant part of the total cost of eliminating
paper proxy materials. Even if there is some additional effort involved
in the year an election is actually made (or changed), the Committee
did not find a simple, rational way to construct different prices for
``change'' versus ``maintenance'' of elections.\27\
---------------------------------------------------------------------------
\27\ For example, a choice to eliminate mailings is often made
by an investor for a number of different holdings in the account.
How to fairly apportion a front-loaded fee among different issuers,
who may have different numbers or types of distributions in the year
the election is made, was one of the challenges presented. And
clearly, a change to a one-time fee would radically impact the
overall revenue produced by the proxy fees, presumably requiring at
least some compensating increases to the ``one-time'' fee or to
other proxy fees.
---------------------------------------------------------------------------
The Committee found that a significant part of the work involved
was in ``maintaining'' or ``managing'' the preferences attached to each
account position regarding distribution, both for householding and
eliminating paper delivery entirely. Thus the name used for the fee
under the current rules--``incentive fee''--was part of the problem,
since it implied that the work was finished once an election had been
made. This is why the Committee believes that transparency and
understanding will be served by identifying this kind of fee as a
``preference management'' fee.
The other issue to which the Committee devoted considerable time is
how this fee is applied to positions that are part of managed accounts.
At least
[[Page 12387]]
in recent years this appears to be the most contentious of all the
issues raised by those critical of the current fees.\28\
---------------------------------------------------------------------------
\28\ Proxy Plumbing Release at text accompanying note 135. See
also STA/SSA Petition to the SEC re Managed Account Fees, March 12,
2012, www.stai.org/pdfs/2012-03-12-sta-ssa-joint-letter.pdf.
---------------------------------------------------------------------------
While, as noted above, mailing eliminations have steadily increased
since the incentive fees were implemented, eliminations resulting from
elections made by investors holding an issuer's securities through
managed accounts have consistently represented a significant portion of
the whole. Figures supplied by Broadridge indicate that managed
accounts have accounted for about 60% of eliminations for most years
since 2002, falling a bit after 2008 to be some 49% of all eliminations
in 2012.\29\
---------------------------------------------------------------------------
\29\ Based on information supplied by Broadridge, the most
steadily growing category of eliminations over the years has been
consents to electronic delivery.
---------------------------------------------------------------------------
Eliminations in the managed account context occur not because an
investor has consented to have distributions come to him or her
electronically, but because the investor has elected to delegate the
voting of shares (and typically, the receipt of materials) to a broker
or investment manager, and the broker or manager quite naturally
prefers to manage the process electronically rather than by receiving
multiple paper proxy statements and voting instructions. That the
investor makes this election is often described as a rational result of
the fact that in a managed account the investments are selected by the
manager rather than the investor, and the investor looks to the manager
not only to know whether or when to buy or sell a stock, but how to
vote the shares as well.\30\
---------------------------------------------------------------------------
\30\ See, for example, discussion in SEC Release No. 34-34596,
August 31, 1994, approving NYSE rule change allowing delivery of
proxy material to investment advisers that have been delegated the
authority to vote securities in the account.
---------------------------------------------------------------------------
Here the fact that the fee has been described as an ``incentive''
fee has probably impacted the view on whether application of the fee in
this context is appropriate. Once the investor determines to open a
managed account, the incentive to delegate voting flows naturally from
the nature of the account, rather than from any specific effort made by
an intermediary or its agent.
However, the maintenance of the preference is as necessary here as
it is in any other election, such as consent to e-delivery. SEC rules
applicable to managed accounts require that each beneficial owner be
treated as the individual owner of the shares attributed to his or her
account, and that includes having the ability to elect to vote those
shares and receive proxy materials.\31\ Accordingly, each beneficial
owner's election must be tracked--just as is the case with an investor
in a non-managed account.
---------------------------------------------------------------------------
\31\ Investment Company Act Rule 3a-4(a)(5)(ii).
---------------------------------------------------------------------------
As a general matter then, the elimination of preference management
fees for all managed accounts appeared unreasonable. However, the
Committee did conclude that making some distinctions between managed
accounts and non-managed accounts for fee purposes was appropriate.
Literature on managed accounts indicates they are intended to offer
professional portfolio management services with more investment, tax
management and fee customization than is available in comingled
products such as mutual funds. They have existed since at least the
1970s, and have been growing significantly as an investment style since
at least the early 1990s.\32\ They are a product class that is
followed, studied, analyzed broadly and popularized by many different
brokerage firms and investment advisors.\33\
---------------------------------------------------------------------------
\32\ See ``The History of Separately Managed Accounts,''
www.mminst.org/archive/multimedia/Timeline.pdf. The Commission notes
the link is https://www.moneyinstitute.com/downloads/2008/02/connections-mmi_5-01-07-1.pdf.
\33\ See, for example, ``Understanding Separately Managed
Accounts,'' Madison Investment Advisors, Inc.,
www.concordinvestment.com/docs/SMA.pdf.
---------------------------------------------------------------------------
Their increasing popularity demonstrates that the managed account
is a product that offers significant advantages both to investors, and
to the brokerage firms offering this kind of account.
At the same time, it seems clear that issuers also reap some
benefit from inclusion in managed account portfolios. Most obviously,
of course, the issuer benefits from the added investment in the
company's stock. In addition, the fact that almost all managed account
investors delegate voting to the investment manager results in those
stocks being voted at a rate far higher than is stock that is held in
ordinary retail accounts. This simplifies obtaining a quorum for
stockholder meetings, reducing proxy solicitation expenses.
Interestingly, then, this is the one source of mailing eliminations
that is a benefit to both the issuer and the brokerage firm--in
contrast to ordinary consents to e-delivery or householding, which
appear to benefit only the issuer.
It is this unique attribute of the managed account that suggested
to the Committee that it would be most fair, and most reasonable, for
issuers and brokers to share the cost of the admittedly real processing
work that is done to track and maintain the voting and distribution
elections made by the beneficial owners of the stock positions in the
managed account. It is for this reason that the Committee recommended
and the Exchange is proposing that preference management fees for
managed accounts be charged to issuers at a rate that is half that of
other preference management fees.
Beyond this, however, there is another phenomenon that has emerged
from the trend towards managed accounts that the Committee believed
must be addressed--and this is the proliferation of accounts containing
a very small number of an issuer's shares that can be found when a
managed account is offered with a relatively low investment minimum.
Most managed accounts are targeted to wealthy investors, with
minimum investment requirements of at least $100,000, up to $1 million
or more for certain of these accounts. However, as managed accounts
became increasingly popular, and data processing became more
sophisticated, some firms have found it feasible, and presumably
profitable, to offer a managed account product to a class of investor
with a more modest amount of money to invest. Obviously, if you spread,
say, $25,000 over a large portfolio of investments, some of those
positions, especially holdings in the companies with modest weightings
in the portfolio, will contain relatively few shares, or even
fractional share positions. In recent years firms with offerings of
this nature have become more popular, with the result that some issuers
have noted significant increases in the incentive fees attributable to
firms with very small aggregate holdings of their shares.
The Exchange understands that this kind of issue had in fact been
considered in the mid-1990s when the incentive fees were being
formulated. While the managed account product was not as widespread as
it is today, one firm did market a managed account product with a
relatively low minimum investment which the firm called a ``Wrap
Account''. It was the tendency of these accounts to have many very
small, even fractional share positions that led to the practice
followed by Broadridge to process ``Wrap Account'' positions without
any charge--either for basic processing or incentive fees. However,
Broadridge relied on its client firms to specify whether or not an
account should be treated as a ``Wrap Account'' for this purpose, and
positions in small minimum investment managed accounts which were not
marketed with that
[[Page 12388]]
appellation were subjected to ordinary fees, including incentive fees.
This has produced the anomalous results, and issuer concerns, described
above.
In the view of the Committee, the question was what is fair and
reasonable in this context. The Committee noted one issuer that
reportedly found its total number of investor accounts more than
doubled when it was included in the portfolios managed by one of these
firms offering low-minimum investment accounts. This was despite the
fact that these additional accounts held in the aggregate only .017% of
the issuer's outstanding stock--an amount of stock that was in the
aggregate less than one share for each account at the firm.
Nonetheless, because of the incentive fees charged for these tiny stock
positions, the issuer's total bill for street name proxy distribution
more than doubled.
Clearly in such a situation the benefits of increased stock
ownership and increased voting participation were as a practical matter
nonexistent for the issuer, while the added expense on a relative basis
was extraordinary.
Accordingly, the Committee considered it most appropriate to
preclude the charging of proxy processing fees for managed accounts
holding very small numbers of shares in the issuer involved.
To determine where to set the limit, the Committee first looked at
information supplied by Broadridge showing that among managed account
positions between 1 and 500 shares (89% of all managed account
positions), the average position size was 91 shares, and the median
position size was approximately 50 shares.
While the benefit to an issuer is obviously on a continuum--more
for larger holders, less for smaller holders--the Committee looked for
an appropriate break point. Because one of its goals was to avoid
severe impacts on proxy distribution in the U.S., the Committee looked
at the estimated financial impact of eliminating proxy fees for managed
accounts holding less than a certain number of shares. Based on
information supplied by Broadridge from the 2011 proxy season, the
overall impact varied from approximately $2.6 million at the fractional
(less than one) share level, up to approximately $16 million if the
proscription applied to accounts holding 25 shares or less.
After due consideration, the Committee determined that managed
account holdings of five shares or less was an appropriate level at
which to draw the line. The overall impact on proxy revenue was modest
(approximately $4.2 million), and the benefit to issuers of holdings of
five or fewer shares in a managed account is limited.\34\ Put another
way, the Committee was comfortable with the position that, given the
relative benefit/burden on issuers and brokerage firms, it is not
reasonable to make issuers reimburse the cost of proxy distribution to
managed accounts holding five shares or less.\35\
---------------------------------------------------------------------------
\34\ Five shares or less will also represent a very modest
monetary investment in almost any public company, with the exception
of a stock with an extraordinarily high price, such as Berkshire
Hathaway A.
\35\ Estimates supplied by Broadridge also demonstrated that a
model that included this proscription would reduce by some 42% the
fees paid by the issuer whose fees had doubled when it entered the
portfolios of the low minimum investment managed account provider
described above. This suggests that this level is appropriate to
address the unacceptable impact produced by low minimum investment
managed accounts.
---------------------------------------------------------------------------
As a natural corollary to the proscription against fees relative to
very small holdings in managed accounts, no fee distinction will be
based on whether or not a managed account is referred to as a ``wrap
account.''
The Exchange appreciates that it will be necessary to provide a
definition of ``managed account'' in the rules so that the fees can be
applied appropriately. Unfortunately, the term is not comprehensively
defined for any other purpose in SEC rules. The Exchange believes that
for purposes of the fee provisions, it would be appropriate to define a
``managed account'' as an account at a nominee which is invested in a
portfolio of securities selected by a professional advisor, and for
which the account holder is charged a separate asset-based fee for a
range of services which may include ongoing advice, custody and
execution services. The advisor can be either employed by or affiliated
with the nominee, or a separate investment advisor contracted for the
purpose of selecting investment portfolios for the managed account.
Requiring that investments or changes to the account be approved by the
client would not preclude an account from being a ``managed account''
for this purpose, nor would the fact that commissions or transaction-
based charges are imposed in addition to the asset-based fee.
Having addressed the ``evergreen'' and managed account issues, the
Committee focused on the amount of the preference management fee, and
whether it should be tiered among issuers based on their size.
The current incentive fee differentiates between Large Issuers and
Small Issuers. As described above in the discussion of the basic per-
account fees, the Committee did not favor this ``cliff''
differentiation. In the case of the preference management fee, the
Committee determined not to tier the fee according to the size of the
issuer. This conclusion was based on two other core principles that the
Committee used to guide its work. One is a desire to improve
transparency and understanding by avoiding unnecessary complexity.
Having tiered the basic processing/intermediary fees, it appeared
overly complex to have additional tiers for the preference management
fee. Another principle was the desire to align the fees with the work
done. The Committee was of the view that the processing involved in
managing preferences was less susceptible to economies of scale by size
of issuer because it is, of necessity, an account by account task,
requiring the tracking of the different (and sometimes changing)
preferences of street name shareholders across all their company
holdings.
The new preference management fee recommended by the Committee is
32 cents per position affected (16 cents for positions in managed
accounts). The 32 cents rate would be a reduction for companies that
have been characterized under current rules as Small Issuers, and an
increase for those that have been categorized as Large Issuers, but the
fee as applied would result in an overall savings to issuers taken as a
whole.
As discussed earlier, inflation has effectively eroded the existing
proxy fees over the last decade and more since they were implemented or
last changed. However, the Committee observed that the impact of
inflation on Broadridge's overall proxy distribution revenue has been
mitigated by the increased revenue it has obtained from incentive fees.
Issuers have saved money on a net basis since the elimination of
mailings has reduced postage and printing costs by far more than it has
increased incentive fees, but this increased revenue stream to
Broadridge has countered to some extent the impact of inflation on the
basic processing fee. This is why the Committee saw fit to offset its
recommended reduction in managed account preference management fees by
increases to the basic processing and intermediary fees.
The Exchange notes that there is also a small incentive (preference
management) fee (10 cents per account) for ``interim'' distributions.
The PFAC did not propose to alter this fee as it is applied to managed
accounts, except, of course, for the fact that it will not apply to
managed accounts holding five shares or less.
[[Page 12389]]
Notice and Access Fees
As described above, based on the recommendations of its Proxy
Working Group in 2007, the NYSE initially elected to leave fees for
notice and access unregulated.\36\
---------------------------------------------------------------------------
\36\ The PWG's Report states: ``The majority of the Proxy
Working Group came to this conclusion after considering several
factors. First, the Working Group decided that in light of the
novelty of the [e-proxy] system, as well as the fact that the system
was still optional and had not been implemented by many issuers,
that market forces should be allowed to determine the appropriate
pricing structure for this system. The Working Group was also aware
of the role of Broadridge in this system, but concluded that at this
stage it was reasonable to allow the participants in the current
system, including Broadridge, the brokers and issuers, to negotiate
a fee structure for mailings and other matters associated with the
new e-proxy rules.'' August 27, 2007 Addendum to the Report and
Recommendations of the Proxy Working Group to the New York Stock
Exchange dated June 5, 2006, at 8.
---------------------------------------------------------------------------
The PFAC found that from an overall financial point of view, the
notice and access system has been a great success. (Concerns have been
expressed that there may be a decrease in retail voting participation
when issuers use notice and access,\37\ but that is unrelated to the
fees involved.) Broadridge estimates that in the most recent proxy
season issuers in the aggregate saved $241 million, net of fees,
through the use of notice and access, an amount that is actually more
than the total fees paid annually by all issuers for annual meeting
street name proxy processing. The Committee understood that issuers of
all sizes have adopted notice and access, and that the re-use of notice
and access by adopting issuers is close to 100%.
---------------------------------------------------------------------------
\37\ See Proxy Plumbing Release at text accompanying notes 196-
197.
---------------------------------------------------------------------------
The first decision for the Committee was whether notice and access
fees should remain unregulated as they are today. It was noted that an
unregulated system is more flexible and can respond quickly to changes
in technology and investor behavior, whereas change and new investment
could be delayed when fees are regulated and more difficult to change.
However, issuers were concerned about leaving notice and access
vulnerable to fee increases without regulatory oversight, especially in
a context where other fees were changing, and in some cases being
reduced. Accordingly the Committee concluded that notice and access
fees should now be regulated. More difficult was the question of what
those regulated fees should be.
The present charges imposed by Broadridge for use of notice and
access were not the subject of the formal rule-setting process, but
they were the product of market forces, as intended by the Proxy
Working Group. Broadridge indicates that when the notice and access
alternative was introduced, they had to build and maintain the
necessary functionality regardless of issuer adoption, but also
realized that they had to put forth a fee schedule that would provide
issuers with predictable costs that were at a level that would
encourage them to use (or at least not dissuade them from using) notice
and access. Based on the most recent statistics from Broadridge, 69% of
all account positions are in issuers using notice and access, notice
and access is used by issuers of all sizes, and issuers realize
substantial savings through the use of notice and access, with an
aggregate $282 million in savings estimated for the most recent fiscal
year.\38\
---------------------------------------------------------------------------
\38\ See https://www.broadridge.com/Content.aspx?DocID=1441, at
slide 3. The Commission notes the link is https://
media.broadridge.com/documents/
Broadridge+Notice+Access+Statistical+Overview+Presentation+2012.pdf.
---------------------------------------------------------------------------
In fact, among issuers represented on the Committee there was
general satisfaction with the overall cost of notice and access. At the
same time there was concern with the way Broadridge has structured its
notice and access fees. Broadridge charges notice and access fees for
all accounts holding an issuer's shares, even though mailings to some
of those accounts are already suppressed by e-delivery, householding,
etc. Indeed, when an issuer stratifies its approach, electing to
utilize notice and access only for account holdings below a certain
size, for example, Broadridge still applies its notice and access fees
to all accounts beneficially holding that issuer's stock. Broadridge
explains that from a processing point of view they have to identify
each account as subject to notice and access or not, justifying the
application of a fee to all accounts once an issuer determines to use
notice and access. Nonetheless, some issuers have a concern that under
this approach they are being charged for something they are not
receiving.
Given the general satisfaction with the overall level of notice and
access fees, Broadridge was asked to suggest an alternative approach
that would net Broadridge a similar amount of fee revenue from notice
and access but avoid the application of a fee to all accounts. In
response, Broadridge suggested that it could apply a preference
management fee to each account that was in fact subjected to notice and
access, but no fee to those accounts that were not. In this way, notice
and access would be treated as simply another mailing elimination
factor, like e-delivery or householding.
This was attractive to the Committee from a design point of view,
and at the Committee's request Broadridge prepared estimates of how
such a notice and access fee would impact issuers. Two models were
prepared, one utilizing a flat preference management fee, and the other
using a tiered model, but in each case applied only to those accounts
receiving a notice.
The impact analysis showed that either of those options had a
disproportionate impact on certain issuers (doubling notice and access
fees in some cases), and the Committee was concerned this could
discourage issuers from using notice and access, or incent them to
stratify rather than applying notice and access to all holders.
Accordingly, the majority of Committee members decided that, while
perhaps not ideal, simply bringing notice and access under the
regulatory tent with the current rate schedule would be the better
approach, and would be consistent with the principle of avoiding large
and unanticipated consequences from a fee change.\39\
---------------------------------------------------------------------------
\39\ The Committee also understood that fewer users of notice
and access are now electing to stratify.
---------------------------------------------------------------------------
The Committee noted that if future developments in proxy regulation
or use of notice and access suggested that further change in the fees
was appropriate, the issue of notice and access fees could be
reconsidered by the industry.
The Exchange notes that one aspect of the current Broadridge fees
merits some adjustment. For issuers held by up to 10,000 accounts there
is a minimum fee of $1500. If a small issuer using notice and access
were billed by several intermediaries on this basis, the aggregate
minimum charge would be unfairly high, in the Exchange's view.
Accordingly, in the notice and access fee as proposed, the first tier
of incremental notice and access fees will be 25 cents/account, without
a minimum charge.
A note on terminology. In its current price list for notice and
access, Broadridge uses the term ``position'' to refer to an account
beneficially owning shares in an issuer. The PFAC, in its Report and in
the fee proposals contained therein, used the same terminology
throughout the proposed amendments. In subsequent discussions, however,
the SEC staff expressed a preference for the term ``account'' rather
than ``position.'' Accordingly, the Exchange has adjusted the
terminology used in this proposal. The intent and meaning, however, is
the same as in the PFAC Report.
[[Page 12390]]
The notice and access fees, as proposed to be codified, would be as
follows:
When an issuer elects to utilize Notice and Access for a proxy
distribution, there is an incremental fee based on all nominee accounts
through which the issuer's securities are beneficially owned as
follows:
25 cents for each account up to 10,000 accounts;
20 cents for each account over 10,000 accounts, up to 100,000
accounts;
15 cents for each account over 100,000 accounts, up to 200,000
accounts;
10 cents for each account over 200,000 accounts, up to 500,000
accounts;
5 cents for each account over 500,000 accounts.
To clarify, under this schedule, every issuer will pay the tier one
rate for the first 10,000 accounts, or portion thereof, with decreasing
rates applicable only on additional accounts in the additional tiers.
Follow up notices will not incur an incremental fee for Notice and
Access.
No incremental fee will be imposed for fulfillment transactions
(i.e., a full package sent to a notice recipient at the recipient's
request), although out of pocket costs such as postage will be passed
on as in ordinary distributions.
Other Fees
Reminder mailings: The reminder mailing fee for annual equity
meetings is recommended to be reduced by half. Issuers have a choice
whether or not to use reminder mailings, and their choice might in some
cases be influenced by cost considerations. The reduced fee may induce
more issuers to use reminder mailings, which could increase investor
participation, particularly among retail investors.
Special meetings: The intermediary fee for special equity meetings
would be increased by 5 cents per account in each tier. This
acknowledges the additional work required of the intermediary for these
meetings. Special meetings occur in an unpredictable pattern, yet the
capacity and ability to respond to these meetings must be maintained.
Issuers conducting special meetings can be characterized as using the
capacity of the system maintained for annual meetings without incurring
any additional fee. Special meetings often require faster turnaround
and more frequent vote tabulation, analytics and reporting because of
the need for approval and concerns about quorum. The PFAC believed that
it is only fair for issuers to pay for any unique services that they
require. A special meeting will be defined as a meeting other than one
for the election of directors.
Contested meetings: In the 1990s a higher processing fee was
created for contested meetings, reflecting the additional work involved
in those events. It is now proposed that for contests the intermediary
fee be increased as well, to a flat 25 cents per account, with a
minimum fee of $5,000 per soliciting entity. Contests present similar
issues to those described above for specials meetings, although
generally at a more intense level. Parties are provided with enhanced
turnaround time between receipt of materials and distribution to
shareholders, and requirements of ballot customization, vote
tabulations and reporting are more demanding, involving more stringent
audit controls, more voting analytics, multiple daily reporting and the
need to deal with a generally higher level of votes returned by fax.
Accounts containing only fractional shares
Subsequent to the PFAC Report, in conversation with Broadridge it
was determined that it would be desirable to eliminate both processing
and preference management fees for all accounts containing less than
one share of an issuer's stock. Making this change for accounts outside
the managed account context (charges for holdings of less than one
share in managed accounts are already eliminated by the rule regarding
managed account positions of five shares or less) would have a very
modest impact on overall annual proxy fees (approximately $500,000),
and would eliminate a charge that has been a source of issuer
complaints to Broadridge.
Methodology used in formulating the amended rule text
The following is an explanation of the approach the Exchange has
taken to the presentation of the amended rules set forth in Exhibit 5.
The amendment eliminates duplication found in the existing rules (for
example, multiple references to the fee for delivery of annual reports
separately from proxy material, now contained in the section regarding
charges for interim reports and other distributions, and multiple
references to the reimbursement for postage, envelopes, and
communications expenses relative to voting returns, now contained in
the first paragraph of section .90). It also eliminates the now
unnecessary references to the effective dates of various changes made
in the past, as well as obsolete rule language describing the amount of
a surcharge that was temporarily applicable in the mid 1980's. In
addition, the same proxy fees were presented multiple times in
different rules (Rule 451, Rule 465 and Section 402.01 of the NYSE
Listed Company Manual). To clarify matters, Rule 465 will now simply
cross-reference to Rule 451, and the Listed Company Manual will now use
the same text as Rule 451.
In addition, in the rules several references to ``mailings'' have
been eliminated, given that the processing fees apply even where
physical mailings are suppressed. In addition, several very minor
minimum fees of $5 or less were simply eliminated as irrelevant to the
overall fees imposed or collected.
Additional Matters Addressed in these Proposals
NOBO fees: Since 1986 NYSE rules have provided for fees which
issuers must pay to brokers and their intermediaries for obtaining a
list of the non-objecting beneficial owners holding the issuer's stock.
Such a list is commonly referred to as a NOBO list, and the fees are
charged per name in the NOBO list.
Interestingly, while the rule has always specified the amount of
the basic fee--6.5 cents per name--it states that where there is an
agent processing this data for the broker, the issuer will also be
expected to pay the reasonable expenses of the agent, but without
specifying what that amount would be. It is our understanding that
Broadridge has long charged a tiered amount per name in the NOBO list,
namely 10 cents per name for the first 10,000 names in the NOBO list, 5
cents per name from 10,001 to 100,000 names, and 4 cents per name above
that. There is also a $100 minimum per requested list.
The Proxy Plumbing Release contains a discussion of the concern
that existing proxy regulations--particularly the fact that beneficial
owners can hide their identity from an issuer in which they own stock--
impedes an issuer's ability to effectively communicate with its
shareholders. As noted in the PFAC Report, these issues are generally
beyond the purview of NYSE rules.
There is one respect in which the PFAC thought that it might have a
modest beneficial effect on the costs of communicating with
shareholders, and this involves the way that the NYSE rule on NOBO list
fees has been applied in practice.
Although the NYSE rule is silent on this issue, it has been
customary for brokers, through their intermediary, to require that
issuers desiring a NOBO list take (and pay for) a list of all holders
who are NOBOs, even in circumstances where an issuer would consider it
more cost-effective to limit its communication
[[Page 12391]]
to NOBOs having more than a certain number of shares, or to those that
have not yet voted on a solicitation.
In an attempt to provide some modest cost relief to issuers seeking
to communicate with NOBOs, the PFAC recommended that the NYSE rules
should specify that issuers be allowed to request a stratified NOBO
list when the request is made in connection with an annual or special
meeting of shareholders. The PFAC also considered it appropriate to
limit such stratification to requests based on the number of shares
held or whether the investor has or has not already voted a proxy,
rather than some other characteristic or affiliation (such as
geographic location or brokerage firm holding the account, etc.).
The PFAC noted that it limited its recommendation to record date
lists because such lists are more likely to be used by issuers for
communications with shareholders about voting at the meeting, a type of
shareholder communication which the PFAC said was most deserving of
facilitation. The NYSE notes that there is also a cost-related reason
to so limit the proposal.
In connection with every shareholder action for which a record date
is established, brokers and their intermediaries must engage in the
work necessary to create the list of record date beneficial
shareholders, and it is the NYSE's understanding that in such process
it is also determined which holders are NOBOs and which holders are
OBOs. Accordingly, if an issuer later asks for a NOBO list as of that
record date, the compilation work has effectively already been done. It
is true that some additional processing would be required to eliminate
the names that hold more or less than a specified number of shares, or
who have already voted, but the NYSE assumes that this additional
processing is relatively minimal compared with the cost of maintaining
and constructing the original list.
Broadridge estimated that issuers spent some $6.7 million in
calendar 2011 on NOBO lists, with some $4.7 million of that related to
record date requests. These amounts are inclusive of both the broker
fee of 6.5 cents per name specified in the NYSE rule, and the
intermediary fee authorized but not specified in the rule. What is more
difficult to estimate is the impact of specifying in the rule that
issuers can stratify their NOBO list requests and avoid paying for
those names eliminated in the stratification. We cannot know how many
issuers would in fact stratify NOBO lists, and at what level, nor do we
know the extent to which the cost reduction would increase the number
of record date NOBO lists requested. Broadridge has estimated that if
permitted to stratify, issuers would typically eliminate all names
below the 1000 share level, and that doing so would eliminate some 85%
of the names in the lists, and hence overall some 85% of the revenue
from these NOBO list fees. However, this is speculation at this point,
and is not offset by any estimation (admittedly also speculative) that
use of NOBO lists would increase. In addition, Broadridge's argument
suggests that they believe that issuers are currently having to pay for
a list that they consider to be 85% irrelevant, which itself would seem
to call into question whether the current approach is reasonable.
Accordingly, the NYSE proposes to revise the rule to specify that
issuers can stratify record date requests to eliminate positions above
or below a certain level, or those that have already voted. It
recognizes, however, that should this change reduce proxy fee revenues
significantly, it may be appropriate, for the health of the overall
system, to promptly revisit the amount of this fee or how it is
applied. This codification will also confirm that for all other
requested lists, the issuers will be required to take and pay for
complete lists, consistent with the practice that has been historically
followed for all requested lists. This will provide transparency that
has previously been lacking in this rule.
The fact that the rule does not currently specify the amount of the
intermediary fee makes it difficult to apply this approach to
stratification effectively, since the intermediary could simply raise
the per-name amount charged for stratified lists to compensate. This is
similar to the concern which the PFAC had with respect to the Notice
and Access fees, which led to the PFAC recommendation to codify those
fees at the level currently charged by Broadridge. Accordingly, the
NYSE proposes to codify in the rule the intermediary fee which has
historically been charged by Broadridge for NOBO lists, with the
understanding that these per-name amounts also may not be charged for
names eliminated in permitted stratifications.
Enhanced Broker's Internet Platform
In its Proxy Plumbing Release the SEC discussed whether retail
investors might be encouraged to vote if they received notices of
upcoming corporate votes, and had the ability to access proxy materials
and vote, through their own broker's web site--something the Release
referred to as enhanced brokers' internet platforms (``EBIP'').
In the course of the review of proxy fees by the PFAC, Broadridge
discussed with PFAC representatives a service of this type that they
call ``Investor Mailbox''. Broadridge maintained that while some
brokerage firms have already implemented such ``mailboxes'', it
appeared likely that some financial incentive would be necessary to
achieve widespread adoption, given the competing demands at firms for
development resources.
The PFAC was supportive in concept of a program that would enhance
retail shareholder participation in proxy voting while being structured
to impose a fee only on issuers that actually benefit from the program.
Broadridge brought forward a proposal to the PFAC that was developed in
consultation with Broadridge's Independent Steering Committee, which
established for the purpose a Subcommittee consisting of issuers,
brokers and outside experts. It is a ``success fee'' approach, payable
only out of actual savings realized by an issuer. Specifically, issuers
would pay each broker who has beneficial owner accounts with shares in
that issuer a one-time 99-cent fee for each full package recipient
among those accounts that converts to e-delivery while having access to
an investor mailbox. The arrangement was proposed to be limited to a
three-year pilot period. The rationale is that the savings to the
typical issuer from the elimination of even one full-package mailing
would be significantly greater than the one-time 99-cent fee paid.\40\
---------------------------------------------------------------------------
\40\ Although the proposal was brought forward by Broadridge, an
EBIP may be implemented by a firm either with or without the
assistance of any third party.
---------------------------------------------------------------------------
The PFAC was supportive of the EBIP fee proposal; however the
detailed proposal was brought forward after the PFAC had largely
concluded its deliberations, and the PFAC did not have an opportunity
to carefully consider whether 99 cents was the appropriate level at
which to set the fee. Accordingly, the PFAC recommended that the NYSE
discuss the proposal with additional industry representatives, and
propose to the SEC an EBIP fee in an amount that it determined most
appropriate.
Following the issuance of the PFAC Report, the Exchange engaged in
discussions with a variety of industry participants regarding EBIPs and
the ``success fee'' proposal. Although no one had firm data or support
for definitive conclusions, there appeared to be a consensus view that
an EBIP
[[Page 12392]]
could help to generate greater proxy voting participation by retail
holders.
SIFMA stated its view that ``streamlining the investor voting
process and providing easy access to proxy materials would encourage a
greater percentage of retail customers to exercise their right to vote
. . . .'' SIFMA added that this ``is a logical means to reverse
declining retail shareholder participation in proxy voting over the
past five years.'' \41\
---------------------------------------------------------------------------
\41\ Letter dated November 29, 2012 from Thomas Price, Managing
Director, SIFMA, to Scott Cutler, EVP & Head of Global Listings,
NYSE Euronext.
---------------------------------------------------------------------------
The Society of Corporate Secretaries & Governance Professionals has
also written the NYSE to express its strong support for the EBIP
success fee proposal. ``We believe that broker's Web sites, which
individual shareholders increasingly look to as `one-stop shopping'
portals for their investment needs, offer the best and most readily
available hope for re-engaging individual shareholders in the voting
process.'' \42\ The Society cited an analysis by Broadridge of a
brokerage firm's experience during the past proxy season. The firm's
clients made 317,669 unique visits to the online investor mailbox and
cast 247,067 votes. This is contrasted with Broadridge's observations
that among all retail holders in the 12 months ended June 30, 2012, the
voting rate was 4.7% for mailed notices and 10.2% for e-deliveries.
---------------------------------------------------------------------------
\42\ Letter dated October 9, 2012 from Kenneth Bertsch,
President and CEO, Society of Corporate Secretaries & Governance
Professionals, to Scott, [sic] Cutler, EVP & Head of Global
Listings, NYSE Euronext.
---------------------------------------------------------------------------
The National Association of Corporate Directors has similarly
expressed its support, noting that ``broker's Web sites seemingly offer
an efficient and effective way for re-engaging individual
shareholders.'' \43\ In addition, the National Investor Relations
Institute has expressed its support for EBIP in conversation with NYSE
staff, and we understand that the American Business Conference and the
Center for Capital Markets Competitiveness have expressed their support
as well in letters to the SEC.
---------------------------------------------------------------------------
\43\ Letter dated November 15, 2012 from Ken Daly, President &
CEO, National Association of Corporate Directors, to Scott Cutler,
EVP & Head of Global Listings, NYSE Euronext.
---------------------------------------------------------------------------
Representatives from brokerage firms generally thought that having
an EBIP fee may help persuade their firm to move ahead with an EBIP,
with the caveat that firm administrators are faced with difficult
decisions regarding the allocation of limited resources. Several noted
that there does not seem to be an actual demand for this from
investors, and that resources are often consumed by developments that
are required by regulation. It was also noted, however, that a success
fee might persuade brokers not only to implement an EBIP where none was
previously available, but also to promote use of the EBIP among its
customer population. In its letter to the NYSE, SIFMA said that while
they have no statistical data to support it, their members ``strongly
believe that by providing a success fee incentive, broker dealers will
have a meaningful impetus to invest in techniques to allow their
customers to vote on proxy matters directly from their brokerage
account.'' SIFMA described information from one of its members with an
EBIP that the e-delivery adoption rate among its account holders
increased from under 10% to over 39% in just a few years, and that
along with creating a positive client experience the firm has seen real
cost savings while continuing its efforts to promote an eco-friendly
business environment.
The NYSE was not provided any specific cost analysis regarding the
amount of the proposed EBIP fee. It is impossible to know at this point
what it would cost a firm to implement an EBIP--it appears self-evident
that it would differ from firm to firm. The NYSE does understand that
the Broadridge committee that developed the proposal did vet both
higher and lower amounts than 99 cents, finding that issuer
representatives were not comfortable with a fee much higher than 99
cents, while brokers felt that a lower fee would not provide a real
incentive.
Discussions with industry participants also surfaced some issues
that had not been previously addressed. It was noted that the proposed
length of the program--three years--might not give sufficient time for
brokerage firms to plan for and implement a program in time to take
advantage of the new fee. By the latter part of 2012 the development
program for 2013 is often set, so that firms without existing
facilities might not be able to implement an EBIP before late 2014 at
best, leaving perhaps only one proxy season during which the fee would
be applicable. Given that this would dilute the value of the fee to the
brokerage firms, the firms preferred a five-year rather than a three-
year term.
Issuer representatives understood and agreed that a five-year
program was sensible, but were concerned that characterizing the
program as a ``pilot'' suggested that it was something that was
contemplated to be made permanent, which was not their view.
Accordingly, the fee will be proposed for a five-year period, but will
not be described as a ``pilot''.
There was discussion of whether the fee could be earned by firms
that already had EBIP facilities, or who made EBIPs available only to a
segment of their account population (such as private clients, for
example). The consensus appeared to be that there was value in making
the fee available in all these circumstances, as even a firm that
already has an EBIP can be incented to engage in marketing efforts to
persuade its account holders to utilize the EBIP. It was recognized,
however, that a firm making an EBIP available to only a limited segment
of its account holders could not earn the success fee from an e-
delivery election by an account that was not within the segment having
access to the EBIP.
Notwithstanding the consensus to implement the fee for a five-year
period, it was considered useful to study the impact of the program
after three years, to determine how many firms had implemented an EBIP
or were in the process of doing so, and what firms had experienced in
terms of conversions to e-delivery and retail voting participation
among account populations with access to an EBIP. SIFMA indicated a
willingness to assist the NYSE is [sic] coordinating the effort to
obtain such information from its member firms. Issuers felt strongly
that brokers should keep track of conversions and be prepared to report
on the success of the EBIP program as well as any marketing efforts
undertaken by the brokers to encourage utilization of an EBIP by
investors.
It was also clarified that accounts receiving a notice pursuant to
the use of notice and access by the issuer, and accounts to which
mailing is suppressed by householding, will not trigger the EBIP fee.
There was also discussion of whether the fee should be triggered
when a new account elects e-delivery immediately, since this does not
involve a ``conversion'' to e-delivery. Given that it is impossible to
know whether the availability of an EBIP influenced the decision, and
that absent the election the alternative would be full package
delivery, it appeared appropriate to apply the fee, except for accounts
subject to notice and access or householding as described above.
Finally, there was discussion of when the fee should be assessed.
There appeared to be consensus that the one-time fee should be invoiced
in connection with the next proxy or consent solicitation by the
particular issuer following the triggering of the fee. It was noted
that a mere report
[[Page 12393]]
distribution without a meeting would not be an appropriate time for
such an invoice.
The NYSE notes that in its discussions with interested parties
regarding an EBIP fee, representatives of mutual funds did not value
the proposal to the extent that other issuer representatives did. They
doubted that fund investors would be as actively involved with a
broker's EBIP as would an investor in individual equities, and thus
doubted they would see a meaningful increase in retail proxy voting as
a result of a broker's offering of an EBIP to account holders. Of
course, the relative utility of the EBIP to different holders is
difficult to quantify at this stage, and differentiating among issuers
for imposition of the fee would add complexity to the proposal.
The Exchange has drafted rule text that would implement a one-time
``success fee'' for a limited five-year period. As noted in the PFAC
Report, this fee would not apply to certain conversions to e-delivery
that can be attributed to factors other than implementation of an EBIP.
Specifically, it would not apply to electronic delivery consents
captured by issuers (for example, through an open-enrollment program),
nor to positions held in managed accounts \44\ nor to accounts voted by
investment managers using electronic voting platforms, such as Proxy
Edge. For the avoidance of doubt, the NYSE notes that this one-time
success fee is in addition to, and not in lieu of, the preference
management fee that applies when a mailing is suppressed by, inter
alia, an account's consent to receive electronic delivery.
---------------------------------------------------------------------------
\44\ The term ``managed account'' will be used as defined in the
rule regarding preference management fees. See discussion above.
---------------------------------------------------------------------------
To qualify for the ``success fee'', an EBIP must provide notices of
upcoming corporate votes, including record and meeting dates for
shareholder meetings, and the ability to access proxy materials and a
voting instruction form, and cast the vote, through the investor's
account page on the firm's Web site without an additional log-in. Any
brokerage firm that has or implements a qualifying EBIP must provide
notice thereof to the Exchange, including the date such EBIP became
operational, and if limited in availability to only certain of the
firms accounts, the details thereof.
As discussed above, some firms already provide account holders with
notices of upcoming votes and the ability to view proxy-related
material and to vote their proxies on-line. The Exchange believes that
this is an important element of improving the account holder's
experience, and it applauds those firms that have taken this step in
the absence of any kind of specific EBIP fee. While this EBIP success
fee proposal was brought forward in the course of the PFAC examination
of proxy fees generally, it is functionally different from the existing
fees that are intended to reimburse banks and brokers for the
reasonable costs of delivering proxy materials to beneficial owners,
and its proposal by the NYSE is not a suggestion that all firms are
entitled to reimbursement for the costs of providing an EBIP facility.
Rather, it is an additional, limited duration, one-time fee that is
intended to persuade firms to develop and encourage the use of EBIPs by
their customers, providing a benefit to investors and to corporate
governance generally, while being funded by only a small portion of the
amounts a typical issuer will save from one account holder switching
from full-package physical to electronic delivery of proxy materials.
Other Issues
Cost Recovery Payments
The Committee was mindful of the questions that have been raised
about the ``cost recovery payments'' that are made by Broadridge to
certain of its broker-dealer customers. The Committee was persuaded
that the existence of these payments is not any indicator of unfairness
or impropriety. Firms have to maintain internal data systems that are
involved in the proxy distribution process, but firms differ in the
make-up and size of their beneficial owner populations, and
consequently in the size of the proxy distribution effort they are
required to undertake beyond that which is outsourced to Broadridge. By
the same token, differences in economies of scale mean that
Broadridge's cost to provide service differs from firm to firm. Again,
the fact that the fees are fixed at ``one size'' that has to ``fit
all,'' means that even if on an overall basis the fee revenue is
appropriate given overall distribution expenses, there will be
``winners and losers'' along the spectrum. And since Broadridge and the
various firms negotiate at arm's length over the price to be paid by
the firm to Broadridge, it is rational that the set prices may leave
some room for the largest firms to negotiate a better rate from
Broadridge, and therefore find themselves in a situation where they are
able to obtain a payment from Broadridge out of the proxy fees
collected by Broadridge from issuers at the specified rate. At the
other end of the spectrum, of course, the amount charged to the
brokerage firm by Broadridge would exceed the proxy fees collected from
the issuers.
To supplement the Committee's analysis, at the Exchange's request
SIFMA sought to obtain from its members additional information relating
to the costs of proxy processing.
In reporting to the Exchange on its efforts, SIFMA noted the
difficulties in obtaining data on this subject: ``Broker-dealer proxy
economics vary greatly among firms, by size, client mix, product mix,
service level, degree of automated services and/or personal service,
and geographic location. Each firm, moreover, must develop an objective
means to collect and organize the data, insofar as firms typically do
not have cost accounting systems that separately report the costs of
proxy activity. This activity often involves estimates and allocations
from a number of departments and functions within a firm, including
operations, information technology, finance, audit, legal and client
services.'' \45\
---------------------------------------------------------------------------
\45\ Letter dated May 30, 2012 from Thomas Price, Managing
Director, SIFMA, to Judy McLevey, Vice President, NYSE Euronext, p.
2-3.
---------------------------------------------------------------------------
Given these issues, as well as the logistics of attempting to
obtain information from large numbers of firms, SIFMA conducted a
representative survey. While recognizing the limitations of the
approach, SIFMA was able to say that the findings from the survey
``support our view that proxy fees are reasonably in line with costs''
incurred by nominees.\46\
---------------------------------------------------------------------------
\46\ Id. at p. 3.
---------------------------------------------------------------------------
SIFMA's approach was to obtain cost information from a sample of 15
firms, covering six size tiers based on number of equity (i.e.,
account) positions processed.\47\ Based on cost data collected from the
surveyed firms, as well as information from Broadridge on the aggregate
amount invoiced to its client firms for proxy processing services,
SIFMA projected a figure for aggregate costs over a total of 855 banks
and brokers, in a range from $136 million to $153 million annually. By
comparison, Broadridge reported that total proxy processing fees
collected from issuers for the fiscal year ending June 30, 2011 were
approximately $143 million, not including proxy fees (nominee fee and
intermediary unit fee) specifically intended to compensate
intermediaries such as Broadridge. SIFMA believes that this result is
[[Page 12394]]
evidence that proxy fees are reasonably in line with costs incurred by
brokers and other nominees.
---------------------------------------------------------------------------
\47\ Data was requested from ten SIFMA member firms of varying
sizes, and through Broadridge SIFMA obtained data from five
additional non-SIFMA firms for the two lowest tiers, so that each
tier would include two or three firms.
---------------------------------------------------------------------------
SIFMA observed that the range of costs reported by firms in each
tier varied significantly, with the greatest variation in the lowest
tiers, noting that the differences may be due to different business
models and cost structures, as well as to different methodologies of
estimating or allocating costs associated with proxy processing. SIFMA
also observed that the survey indicated that most firms report costs
which exceed proxy reimbursement payments, although overall industry-
wide costs appeared to be generally in line with overall payments by
issuers.
Additional Matters Which May Be Addressed in Subsequent Rule Filings
There were two other PFAC recommendations which required additional
work by the Exchange.
Mutual Funds: Proxy fees tend to be discussed with respect to
business corporations--those that have annual meetings and thus deal
with proxy solicitations at least once each year. The PFAC was formed
with this kind of issuer in mind, and that is reflected in the
backgrounds of the members who served on the Committee.
However, the NYSE proxy fees are used in the context of
distributions to street name holders of mutual fund shares as well. But
the fee picture for mutual funds is somewhat different. Mutual funds
typically do not have to elect directors every year, and for this
reason tend not to have shareholder meetings every year. While mutual
funds can be found in managed accounts, their inclusion is not
necessarily as widespread as with operating companies. While some
mutual funds may utilize notice and access for the meetings they do
have, it is less common among mutual funds than operating companies.
But every mutual fund is required to distribute each year both an
annual and a semi-annual report to its shareholders, and so mutual
funds pay the interim report fee (15 cents basic processing; 10 cents
incentive fee) much more frequently than operating companies do.
Representatives of the Committee spoke to representatives of
selected mutual funds for their views on the current proxy fees, and
these informal conversations suggested that there are fee issues that
mutual funds would like to discuss. The PFAC's recommended changes
should have a relatively modest impact on mutual funds, and the PFAC
did not recommend changes to the interim report fees, which are the
ones most applicable to mutual funds.
As recommended by the Committee, the Exchange, with industry
participation, is reviewing the fees provided in the NYSE rules as they
impact mutual funds, to determine whether additional changes are
appropriate. Any recommendations for rule changes that emerge from this
examination would be the subject of a separate rule filing by the
Exchange.
Future Review of Proxy Fees: While the NYSE rules do not prescribe
how frequently the fees should be reviewed, the Committee believed that
it would be wise for the NYSE to involve a participant group similar to
the PFAC in an essentially ongoing vetting of process developments and
associated costs. The Committee suggested that this group could also
undertake a more comprehensive review periodically, perhaps every three
years, thereby ensuring that fees are evaluated in step with new
regulations and/or process innovations in the proxy area.
The Exchange will evaluate this issue in the light of future
discussions on how proxy fees should be regulated, and will bring
forward any necessary rule changes in a separate rule filing.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Securities Exchange Act of 1934 (the ``Act'')
generally.\48\ Section 6(b)(4) \49\ requires that exchange rules
provide for the equitable allocation of reasonable dues, fees, and
other charges among its members and issuers and other persons using the
facilities of an exchange. Section 6(b)(5) \50\ requires, among other
things, that exchange rules promote just and equitable principles of
trade and that they are not designed to permit unfair discrimination
between issuers, brokers or dealers. Section 6(b)(8) \51\ prohibits any
exchange rule from imposing any burden on competition that is not
necessary or appropriate in furtherance of the purposes of the Act.
---------------------------------------------------------------------------
\48\ 15 U.S.C. 78f(b).
\49\ 15 U.S.C. 78f(b)(4).
\50\ 15 U.S.C. 78f(b)(5).
\51\ 15 U.S.C. 78f(b)(8).
---------------------------------------------------------------------------
The Exchange believes the proposed rule change is consistent with
Section 6(b)(4) because it represents an equitable allocation of the
reasonable costs of proxy solicitation and similar expenses between and
among issuers and brokers.\52\ The PFAC included among its members a
cross-section of both the issuer and broker communities and its mandate
was to determine how to equitably address the standard that calls for
issuers to reimburse the reasonable costs incurred by banks and brokers
in distributing public company proxies and related material. The
Committee agreed unanimously that the proposed fees were reasonable in
light of the information the Committee had gathered about the costs
incurred by brokers. The Exchange notes that, given the different sizes
and cost structures of the various brokers, it is impossible to set
fees that are tied directly to the individual broker's costs.\53\
Accordingly, the Committee sought to achieve the best possible
understanding of the overall costs of today's proxy processing and
propose updated fees on that basis. Most banks and brokers have elected
to outsource many of the related proxy distribution functions to a
third-party intermediary, and they have negotiated individual contracts
with the intermediary to do so. However, banks and brokers have
processes and costs beyond those covered under the agreements with the
intermediary, and the Committee became comfortable with the
reasonableness of the overall fees when considered in light of the
overall costs involved. The Exchange notes that where, in the case of
managed accounts, the fees paid by issuers appeared to be unreasonable,
the Committee proposed and the Exchange included in its proposed
amendment, limitations on fees payable in relation to shares held in
managed accounts. For the foregoing reasons, the Exchange also believes
that the proposal is consistent with the requirements of SEC Rule 14b-
1(c)(2) concerning the reimbursement of a broker's reasonable expenses
incurred in connection with forwarding proxy and other material to
beneficial owners of an issuer's securities.
---------------------------------------------------------------------------
\52\ The Exchange notes that the rules in this proposal do not
involve dues, fees or other charges paid to the Exchange. Rather
these Exchange rules are part of a statutory scheme in which self-
regulatory organizations are used to facilitate a requirement under
SEC Rules 14b-1 and 14b-2 that brokers and banks distribute proxy
material so long as their reasonable costs are covered by the
issuers whose material they are distributing. Nonetheless, to the
extent a Section 6(b)(4) analysis is appropriate, the Exchange has
included one herein.
\53\ See discussion at text following note 16, supra.
---------------------------------------------------------------------------
The proposal to codify the existing Broadridge charges for notice
and access followed careful consideration by the Committee and
reflected their view that the existing fees were shaped in part by
market forces and were on an overall basis at an acceptable level. The
Committee believed it important to codify these fees so that subsequent
changes would be subject to the rule change process, and that codifying
the current fees was a better approach than moving to any of the
alternative pricing
[[Page 12395]]
models that the Committee considered.\54\
---------------------------------------------------------------------------
\54\ See discussion at text accompanying notes 36-39, supra.
---------------------------------------------------------------------------
The Exchange notes that the proposal which will codify the charges
imposed by intermediaries for NOBO lists, together with the
specification that issuers shall not be charged for names eliminated in
certain circumstances, is an attempt to balance the reasonable needs of
issuers and nominees in this context. The utility and economic impact
of this proposal is speculative at this point, which is why the
Exchange has undertaken to monitor its impact and take remedial action
if needed.
The ``success fee'' proposal related to EBIPs is different in
character from other fees in this area, because it is temporary, it is
a ``one-time'' fee, and most notably because it is intended not as a
reimbursement of costs, but rather is put forward with the hope that it
will encourage the implementation and use of EBIPs, which in turn are
hoped to increase participation in corporate governance by non-
institutional investors. However, in common with the other proposals
here, the Exchange believes that it does represent an equitable
allocation of costs between issuers and nominees, whereby issuers
should pay a fee which is less than the expected economic benefit that
will accrue to them from the additional suppression of a paper mailing,
while brokers will obtain some additional revenue which will hopefully
encourage them to provide this meaningful benefit to their account
holders.
The Exchange believes that the proposed amendment represents a
reasonable allocation of fees among issuers as required by Section
6(b)(4) and is not designed to permit unfair discrimination within the
meaning of Section 6(b)(5), as all issuers are subject to the same fee
schedule and the Committee thoroughly examined the impact of the
current fee structure on different categories of issuers. As a
consequence, the Exchange's proposal: (i) Limits the disparate impact
of fees on issuers whose shares are held in managed accounts; and (ii)
modifies the approach of charging 5 cents per account for issuers
beneficially owned by 200,000 or more accounts and 10 cents per account
for issuers beneficially owned by fewer than 200,000 accounts, by
putting in place a tiering approach that will avoid the anomalous
effects of the current ``cliff'' pricing on issuers whose numbers of
street name accounts are slightly higher or lower than 200,000.
As described above,\55\ the tiers and the pricing for each tier
were intended to spread the fees as fairly as possible across the
spectrum of issuers. However, the Committee also avoided fully
reflecting economies of scale in the tier prices, to avoid what it
believed would be an excessive increase in the fees paid by the
smallest issuers.
---------------------------------------------------------------------------
\55\ See discussion above.
---------------------------------------------------------------------------
The Exchange believes that the proposed amendment does not impose
any unnecessary burden on competition within the meaning of Section
6(b)(8). Under the SEC's proxy rules, issuers are unable to make
distributions themselves to ``street name'' account holders, but must
instead rely on the brokers that are record holders to make those
distributions. In considering revisions to the fees, the PFAC and the
Exchange, working within current SEC rules, were careful not to create
either any barriers to brokers being able to make their own
distributions without an intermediary or any impediments to other
intermediaries being able enter the market. For some time now a single
intermediary has come to have a predominant role in the distribution of
proxy material. Nonetheless, the Committee believed that the current
structure has produced a proxy distribution system which is generally
viewed as reliable and effective, as well as being a system which has
reduced costs to issuers through technological advances made possible
by economies of scale and, particularly, by the elimination of a large
number of mailings. For the foregoing reasons, the Exchange believes
that its proposed fee schedule does not place any unnecessary burden on
competition.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange believes that Rules 451 and 465 as amended by the
proposed amendments do not impose any burdens on competition. Under the
SEC's proxy rules, issuers are unable to make distributions themselves
to ``street name'' account holders, but must instead rely on the
brokers that are record holders to make those distributions. SEC Rule
14b-1(c)(2) provides that a broker is required to forward proxy and
other material to beneficial owners of an issuer's securities only if
the issuer reimburses it for its reasonable expenses incurred in
connection with these distributions. Consequently, in revising the fees
set forth in Rules 451 and 465, the PFAC and the Exchange intended to
establish fees which represented a reasonable level of reimbursement
and the Exchange believes that the proposed amendments are successful
in this regard. As the Exchange was limited to establishing fees that
reflected a reasonable expense reimbursement level, it would not have
been possible for the Exchange to propose amended fees with the
intention or the effect of providing a competitive advantage to any
particular broker or existing intermediary or creating any barriers to
entry for potential new intermediaries. For some time now a single
intermediary has come to have a predominant role in the distribution of
proxy material. Nonetheless, the Committee believed that the current
structure has produced a proxy distribution system which is generally
viewed as reliable and effective, as well as being a system which has
reduced costs to issuers through technological advances made possible
by economies of scale and, particularly, by the elimination of a large
number of mailings. The Exchange does not believe that the predominance
of this existing single intermediary results from the level of the
existing fees or that the proposed amended fees will change its
competitive position or create any additional barriers to entry for
potential new intermediaries. Moreover, brokers have the ultimate
choice to use an intermediary of their choice, or perform the work the
work [sic] themselves. Competitors are also free to establish
relationships with brokers, and the proposed fees would not operate as
a barrier to entry.
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. The Exchange has neither solicited nor received
written comments on the proposed rule change. The Exchange did receive
a letter from SIFMA, dated May 30, 2012, in response to the publication
of the PFAC Report on May 16, 2012. The letter noted the Committee
proposal to eliminate proxy fees with respect to positions of five
shares or less in managed accounts. It stated that because there are
proxy processing costs associated with such accounts, SIFMA did not
support the establishment of a threshold that would eliminate
reimbursement for such costs.
The Securities Transfer Association (``STA'') provided the Exchange
with a copy of an analysis it did of the proposed proxy fee schedule
contained in the PFAC Report. This analysis was publicized by the STA
on July 11, 2012,
[[Page 12396]]
and may be found on the STA's Web site at www.stai.org.
The STA states that it analyzed 33 public company invoices for
proxy distribution services, applying the PFAC proposed fee schedule.
The STA claims that the 33 issuers would experience, on average, a
7.43% increase in proxy distribution costs under the proposed schedule.
The STA also claims that membership of the PFAC was over-representative
of financial services companies, notes disappointment that the PFAC did
not use an independent third party to analyze data provided by
Broadridge and conduct an independent cost analysis, and also notes
disappointment that the PFAC did not recommend the elimination of all
proxy fees for positions held in managed accounts.
The STA analysis does not explain how STA arrived at the 7.43%
number. The STA also does not identify the 33 issuers surveyed. The
Exchange has noted that the experience of any individual issuer under
the proposed fee schedule will vary depending on its circumstances.
Furthermore, the estimate contained in both the PFAC Report and in this
rule filing that there would be an approximate 4% overall decrease in
fees paid by issuers under the proposed schedule is one that looks at
fees paid by a universe of some 8,000 issuers whose proxy material
distributions to street name holders are processed by Broadridge. We
can only assume that the STA group of 33 issuers is not adequately
representative of all the issuers in the proxy distribution universe.
We do note that the three size tiers represented in the STA sample are
not in fact representative of the overall population.\56\
---------------------------------------------------------------------------
\56\ The STA notes that one-third of their sample are issuers
with between 110 and 10,000 street name positions, 42% of their
sample issuers have between 10,000 and 200,000 positions, and 24%
have between 200,000 and 2.4 million positions. In contrast, among
the 8,000 issuers processed by Broadridge, the numbers falling in
each of those size categories are 75% (with only 5% of the aggregate
positions), 22% (with 38% of the aggregate positions) and 2% (with
57% of the aggregate positions).
---------------------------------------------------------------------------
The STA's analysis of the make-up of the PFAC is flawed. The
Committee was created to represent the views of issuers, brokers and
investors, given their disparate interests in the fees, which are paid
by the issuers to the banks and brokers. The Committee members
affiliated with REITs, for example, while classified by the STA as in
the financial services sector, represent the issuer side in this
dichotomy. The mutual fund company on the PFAC was intended to
represent the interest of investors in the proxy process. Only two of
the PFAC representatives were with companies containing broker-dealers
with a public customer business.
The Committee and the Exchange have explained that the proxy fees
do not lend themselves to ``utility rate making'' in which costs are
accounted for in a uniform and specified way and subject to audit
regarding whether the provider is obtaining a permitted rate of return.
The costs involved are incurred by a large number of brokerage firms,
who record their costs in different ways. The Committee and the
Exchange judged that it would likely be impossible and certainly not
cost effective, to engage an auditing firm to review industry data for
purposes of the Committee's work. Both believe that the result produced
by the diligent work of the multi-constituent Committee is an
appropriate way to update the schedule of fees which serves the SEC
mandate that the reasonable costs of brokers in distributing proxy
materials be reimbursed by the issuers involved.
As noted earlier, the proper treatment of managed accounts in the
proxy fee context has been a focus of STA comments. The PFAC view was
that there should be a sharing of costs in this area, given that
managed accounts, at least those above 5 shares or less, benefitted
both issuers and brokers. The Exchange notes that the PFAC proposal
regarding managed accounts has not satisfied either SIFMA or the STA,
which may be an indication that it is a suitable compromise.
As also noted earlier, the PFAC wished to avoid recommendations
that would generate large and potentially dislocating changes in the
fees. It was also important to the PFAC that the fees continue to
support reliable, accurate and secure proxy distribution process.
Eliminating virtually all charges for managed account positions, as
urged by the STA, would have a very significant impact on proxy fees,
and presumably would require additional very significant increases in
the basic processing fees to continue to support the proxy distribution
process. That was not an approach favored by the PFAC.
The Exchange also received several letters expressing support for
the EBIP success fee. Those letters are described in the EBIP
discussion above.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date if it finds such longer period to
be appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove the proposed rule change, or
(B) Institute proceedings to determine whether the proposed rule
change should be 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-NYSE-2013-07 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-NYSE-2013-07. 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 the 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
[[Page 12397]]
available publicly. All submissions should refer to File Number SR-
NYSE-2013-07 and should be submitted on or before March 15, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\57\
---------------------------------------------------------------------------
\57\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-04092 Filed 2-21-13; 8:45 am]
BILLING CODE 8011-01-P