Self-Regulatory Organizations; ICE Clear Credit LLC; Order Approving Proposed Rule Change To Add Rules Related to the Clearing of iTraxx Europe Index CDS, 12409-12411 [2013-04097]
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Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
both US Dollar and Euro denominated
products. In order to accommodate the
return of funds during London banking
hours, the ICC Treasury Operations
Policies & Procedures have been
updated to require requests for Euro
withdrawals to be submitted by 9:00
a.m. Eastern.
The ICC Risk Management Framework
has been updated to account for Euro
denominated portfolios. Specifically,
updates have been made to the Guaranty
Fund, Initial Margin and Mark-toMarket Methodologies to address:
Foreign Exchange Risk, Liquidity Risk,
Time Zone Risk, and Operational Risk.
ICE Clear Credit will continue to review
risk parameters with Clearing
Participants through existing
governance procedures and will notify
Clearing Participants of any changes.5
The ICC EOD Price Discovery Policies
and Procedures has been updated to
provide that ICC will use ICE Clear
Europe’s EOD prices for European SN
Contracts and rely on the ICE Clear
Europe Firm Trade process to ensure the
accuracy of price submissions. ICC will
extend the risk time-horizon for
European SN Contracts to account for
the half-day difference, on average,
between the EOD price discovery
process timings. The extended risk
horizon accounts for the fact that
European markets close earlier and new
financial information may be reflected
only in the North American instrument
prices and not reflected in the European
SN Contracts, in general.
sroberts on DSK5SPTVN1PROD with NOTICES
III. Discussion
Section 19(b)(2)(C) of the Act directs
the Commission to approve a proposed
rule change of a self-regulatory
organization if it finds that such
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to such organization.6
Section 17A(b)(3)(F) of the Act requires,
among other things, that the rules of a
clearing agency be designed to promote
the prompt and accurate clearance and
settlement of securities transactions
and, to the extent applicable, derivative
agreements, contracts, and transactions,
as well as to assure the safeguarding of
securities and funds in the custody or
control of the clearing agency or for
which the clearing agency is
responsible.7
5 Telephone conversation February 15, 2013
among Michelle Weiler, Assistant General Counsel,
ICE Clear Credit; Marta Chaffee, Assistant Director,
SEC; Gena Lai, Senior Special Counsel, SEC;
Jennifer Ogasawara, Financial Economist, SEC; and
Justin Byrne, Attorney-Advisor, SEC.
6 15 U.S.C. 78s(b)(2)(C).
7 15 U.S.C. 78q–1(b)(3)(F).
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16:18 Feb 21, 2013
Jkt 229001
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a registered
clearing agency. The Commission
carefully considered ICC’s ability to
clear European SN Contracts in a
manner that assures the safeguarding of
securities and funds which are in the
custody and control of ICC or for which
ICC is responsible. In addition, ICC’s
clearance of European SN Contracts will
promote the prompt and accurate
clearance and settlement of securities
transactions and, to the extent
applicable, derivative agreements,
contracts, and transactions.
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposal is
consistent with the requirements of the
Act and in particular with the
requirements of Section 17A of the Act 8
and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,9 that the
proposed rule change (File No. SR–ICC–
2012–24) be, and hereby is, approved.10
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.11
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–04098 Filed 2–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68938; File No. SR–ICC–
2012–23]
Self-Regulatory Organizations; ICE
Clear Credit LLC; Order Approving
Proposed Rule Change To Add Rules
Related to the Clearing of iTraxx
Europe Index CDS
February 15, 2013.
I. Introduction
On December 6, 2012, ICE Clear
Credit LLC (‘‘ICC’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change (SR–ICC–2012–23) pursuant to
Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
8 15
U.S.C. 78q–1.
U.S.C. 78s(b)(2).
10 In approving this proposed rule change the
Commission has considered the proposed rule’s
impact of efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
11 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
9 15
PO 00000
Frm 00120
Fmt 4703
Sfmt 4703
12409
19b–4 thereunder.2 The proposed rule
change was published for comment in
the Federal Register on December 26,
2012.3 On February 8, 2013, the
Commission extended the time within
which to take action of the proposed
rule change to March 26, 2013.4 The
Commission received no comment
letters regarding the proposal. For the
reasons discussed below, the
Commission is granting approval of the
proposed rule change.
II. Description of the Proposed Rule
Change
The purpose of the proposed rule
change is to adopt new rules that will
provide the basis for ICC to clear
additional credit default swap contracts.
ICC is proposing, as described in further
detail below, to amend Chapters 8, 20,
and 26 and Schedule 401 and Schedule
502 of its rules, as well as make
corresponding changes to the applicable
ICC Policies and Procedures to provide
for the clearance of iTraxx Europe Index
CDS (‘‘iTraxx Contracts’’). The iTraxx
Contracts reference the iTraxx Europe
index, the current series of which
consists of 125 European corporate
reference entities. iTraxx Contracts,
consistent with market convention and
widely used standard terms
documentation, can be triggered by
credit events for failure to pay,
bankruptcy and restructuring. iTraxx
Contracts will be denominated in Euro.
ICC proposes to amend Chapter 8 of
its rules to provide for an additional
Guaranty Fund Contribution by those
Clearing Participants that present
Specific Wrong Way Risk (i.e., the risk
that arises from the fact that iTraxx
Contracts include, in part, the names of
certain Clearing Participants or Clearing
Participant affiliates). In a default
scenario, if the defaulting Clearing
Participant has funded a Specific Wrong
Way Risk Contribution, the Specific
Wrong Way Risk Contributions of all
contributing Clearing Participants
would be used immediately following
the defaulting Clearing Participant’s
funds to cure deficits related to the
default.
ICC proposes to amend Chapter 20 of
its rules, concerning CDS generally, to
remove definitions that are included in
Chapter 26E of the rules, as well as to
include the Specific Wrong Way Risk
Guaranty Fund Contribution, as
appropriate, as a portion of Clearing
Participant funds.
2 17
CFR 240.19b–4.
Exchange Act Release No. 68481 (Dec.
19, 2012), 77 FR 76109 (Dec. 26, 2012).
4 Securities Exchange Act Release No. 68882 (Feb.
8, 2013), 78 FR 10646 (Feb. 14, 2013).
3 Securities
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22FEN1
sroberts on DSK5SPTVN1PROD with NOTICES
12410
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
ICC proposes to amend Section 26E of
its rules to include certain additional
provisions relevant to the treatment of
restructuring credit events under iTraxx
Contracts and standard single-name
CDS Contracts referencing European
corporate reference entities (‘‘European
SN Contracts’’). In addition, ICC
proposes to make conforming changes
in Section 26E of the Rules (the CDS
Restructuring Rules), principally to
address the particular restructuring
terms that apply to iTraxx Contracts and
European SN Contracts. Specifically,
ICC proposes to modify the notice
delivery procedures in Rule 26E–104 to
include ‘‘notices to exercise movement
option’’ under the Modified
Restructuring Maturity Limitation and
Conditionally Transferable Obligation
terms under the ISDA Credit Derivatives
Definitions (‘‘Mod Mod R terms’’). In
addition, the definition of ‘‘Triggered
Restructuring CDS Contract’’ has been
modified to reflect that under Mod Mod
R terms a CDS contract may be triggered
in part following a restructuring credit
event.
ICC also proposes to add Section 26F
to provide for the clearance of the
iTraxx Contracts. Rule 26F–102
(Definitions) sets forth the definitions
used for the iTraxx Contract Rules. An
‘‘Eligible iTraxx Europe Untranched
Index’’ is defined as ‘‘each particular
series and version of an iTraxx Europe
index or sub-index, as published by the
iTraxx Untranched Publisher, included
from time to time in the List of Eligible
iTraxx Untranched Indexes,’’ which is a
list maintained, updated and published
by the ICC Board of Managers or its
designee, containing certain specified
information with respect to each index.
‘‘iTraxx Europe Untranched Terms
Supplement’’ refers to the market
standard form of documentation used
for credit default swaps on the iTraxx
Europe index, which is incorporated by
reference into the contract specifications
in Chapter 26F. ICEE has stated that the
remaining definitions are substantially
the same as the definitions found in ICC
Section 26A and Section 26C, other than
certain conforming changes.
Rules 26F–309 (Acceptance of iTraxx
Europe Untranched Contracts by ICE
Clear Credit), 26F–315 (Terms of the
Cleared iTraxx Europe Untranched
Contract), and 26F–316 (Updating Index
Version of Fungible Contracts After a
Credit Event or a Succession Event;
Updating Relevant Untranched
Standard Terms Supplement) reflect or
incorporate the basic contract
specifications for iTraxx Contracts. In
addition to various non-substantive
conforming changes, proposed Rule
26F–317 (Terms of iTraxx Europe
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
Untranched Contracts) differs from the
corresponding Rule 26A–317 for
CDX.NA Contracts to reflect the fact that
restructuring is a credit event for the
iTraxx Contract.5
In connection with clearing iTraxx
Contracts, ICC will update Schedule 401
of its Rules (Eligible Collateral &
Thresholds), as applicable, with respect
to Initial Margin and Guaranty Fund
liquidity requirements for Non-Client
and Client-Related positions for both US
Dollar and Euro denominated products.
ICC will also update Schedule 502 of
its Rules (Cleared Products List) to
include the following iTraxx Contracts:
Markit iTraxx Europe Main Series 18
with a 5-year maturity, maturing on
December 20, 2017; Markit iTraxx
Europe Main Series 18 with a 10-year
maturity, maturing on December 20,
2022; Markit iTraxx Europe Main Series
17 with a 5-year maturity, maturing on
June 20, 2017; Markit iTraxx Europe
Main Series 17 with a 10-year maturity,
maturing on June 20, 2022; Markit
iTraxx Europe Main Series 16 with a 5year maturity, maturing on December
20, 2016; Markit iTraxx Europe Main
Series 16 with a 10-year maturity,
maturing on December 20, 2021; Markit
iTraxx Europe Main Series 15 with a 5year maturity, maturing on June 20,
2016; Markit iTraxx Europe Main Series
15 with a 10-year maturity, maturing on
June 20, 2021; Markit iTraxx Europe
Main Series 14 with a 5-year maturity,
maturing on December 20, 2015; Markit
iTraxx Europe Main Series 14 with a 10year maturity, maturing on December
20, 2020; Markit iTraxx Europe Main
Series 13 with a 5-year maturity,
maturing on June, 20, 2015; Markit
iTraxx Europe Main Series 13 with a 10year maturity, maturing on June, 20,
2020; Markit iTraxx Europe Main Series
12 with a 5-year maturity, maturing on
December 20, 2014; Markit iTraxx
Europe Main Series 12 with a 10-year
maturity, maturing on December 20,
2019; Markit iTraxx Europe Main Series
11 with a 5-year maturity, maturing on
5 The provisions dealing with the ‘‘spin-out’’ of a
single name CDS following a restructuring credit
event for a component of the iTraxx Europe index
are part of the iTraxx Europe Untranched Standard
Terms Supplement (Nov. 2009 edition), which is
incorporated into the contract specifications for
cleared iTraxx Europe contracts through proposed
ICC Rule 26F–315(c). Specifically, Section 7.3(b) of
the Supplement addresses the removal of the
restructured reference entity from the index and
continuation of that component as a separate
contract. (Proposed ICC Rule 26F–317(h) clarifies
the treatment of the reference obligation for that
separate cleared contract.) This is part of the basic
standard terms of the iTraxx Europe contract and
operates the same way in both the cleared and
uncleared contexts (much like other aspects of the
market standard terms supplements and/or ISDA
Credit Derivatives Definitions on which other
cleared and uncleared CDS trade).
PO 00000
Frm 00121
Fmt 4703
Sfmt 4703
June 20, 2014; Markit iTraxx Europe
Main Series 11 with a 10-year maturity,
maturing on June 20, 2019; Markit
iTraxx Europe Main Series 10 with a 5year maturity, maturing on December
20, 2013; Markit iTraxx Europe Main
Series 10 with a 10-year maturity,
maturing on December 20, 2018; Markit
iTraxx Europe Main Series 9 with a 5year maturity, maturing on June 20,
2013; Markit iTraxx Europe Main Series
9 with a 10-year maturity, maturing on
June 20, 2018; Markit iTraxx Europe
Main Series 8 with a 5-year maturity,
maturing on December 20, 2012; Markit
iTraxx Europe Main Series 8 with a 10year maturity, maturing on December
20, 2017; Markit iTraxx Europe Main
Series 7 with a 10-year maturity,
maturing June 20, 2017; Markit iTraxx
Crossover Series 18 with a 5-year
maturity, maturing on December 20,
2017; Markit iTraxx Crossover Series 17
with a 5-year maturity, maturing on
June 20, 2017; Markit iTraxx Crossover
Series 16 with a 5-year maturity,
maturing on December 20, 2016; Markit
iTraxx Crossover Series 15 with a 5-year
maturity, maturing on June 20, 2016;
Markit iTraxx Crossover Series 14 with
a 5-year maturity, maturing on
December 20, 2015; Markit iTraxx
Crossover Series 13 with a 5-year
maturity, maturing on June, 20, 2015;
Markit iTraxx Crossover Series 12 with
a 5-year maturity, maturing on
December 20, 2014; Markit iTraxx
Crossover Series 11 with a 5-year
maturity, maturing on June 20, 2014;
Markit iTraxx Crossover Series 10 with
a 5-year maturity, maturing on
December 20, 2013; Markit iTraxx
Crossover Series 9 with a 5-year
maturity, maturing on June 20, 2013;
Markit iTraxx HiVol Series 18 with a 5year maturity, maturing on December
20, 2017; Markit iTraxx HiVol Series 17
with a 5-year maturity, maturing on
June 20, 2017; Markit iTraxx HiVol
Series 16 with a 5-year maturity,
maturing on December 20, 2016; Markit
iTraxx HiVol Series 15 with a 5-year
maturity, maturing on June 20, 2016;
Markit iTraxx HiVol Series 14 with a 5year maturity, maturing on December
20, 2015; Markit iTraxx HiVol Series 13
with a 5-year maturity, maturing on
June, 20, 2015; Markit iTraxx HiVol
Series 12 with a 5-year maturity,
maturing on December 20, 2014; Markit
iTraxx HiVol Series 11 with a 5-year
maturity, maturing on June 20, 2014;
Markit iTraxx HiVol Series 10 with a 5year maturity, maturing on December
20, 2013; Markit iTraxx HiVol Series 9
with a 5-year maturity, maturing on
June 20, 2013; and Markit iTraxx HiVol
E:\FR\FM\22FEN1.SGM
22FEN1
Federal Register / Vol. 78, No. 36 / Friday, February 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with NOTICES
Series 8 with a 5-year maturity,
maturing on December 20, 2012.
ICC also updated its Policies and
Procedures to provide for the clearance
of iTraxx Contracts, specifically the ICC
Treasury Operations Policies &
Procedures, ICC Risk Management
Framework and ICC End-of-Day
(‘‘EOD’’) Price Discovery Policies and
Procedures. Consistent with the changes
to Schedule 401 of the ICC Rules, the
ICC Treasury Operations Policies &
Procedures have been updated to
include Initial Margin and Guaranty
Fund liquidity requirements for NonClient and Client-Related positions for
both US Dollar and Euro denominated
products. In order to accommodate the
return of funds during London banking
hours, the ICC Treasury Operations
Policies & Procedures have been
updated to require requests for Euro
withdrawals to be submitted by 9:00
a.m. Eastern.
The ICC Risk Management Framework
has been updated to account for Euro
denominated portfolios. Specifically,
updates have been made to the Guaranty
Fund, Initial Margin and Mark-toMarket Methodologies to address:
Wrong Way Risk, Foreign Exchange
Risk, Liquidity Risk, Time Zone Risk,
and Operational Risk. Additionally, the
Portfolio Approach was updated to
include appropriate portfolio benefits
between North American CDS Indices
and iTraxx Contracts. ICE Clear Credit
will continue to review risk parameters
with Clearing Participants through
existing governance procedures and will
notify Clearing Participants of any
changes.6
The ICC EOD Price Discovery Policies
and Procedures has been updated to
provide that ICC will use ICE Clear
Europe’s EOD prices for iTraxx
Contracts and rely on the ICE Clear
Europe Firm Trade process to ensure the
accuracy of price submissions. ICC will
extend the risk time-horizon for iTraxx
Contracts to account for the half day
difference, on average, between the EOD
price discovery process timings. The
extended risk horizon accounts for the
fact that European markets close earlier
and new financial information may be
reflected only in the North American
instrument prices and not reflected in
the iTraxx Contracts, in general.
III. Discussion
Section 19(b)(2)(C) of the Act directs
the Commission to approve a proposed
6 Telephone conversation February 15, 2013
among Michelle Weiler, Assistant General Counsel,
ICE Clear Credit; Marta Chaffee, Assistant Director,
SEC; Gena Lai, Senior Special Counsel, SEC;
Jennifer Ogasawara, Financial Economist, SEC; and
Justin Byrne, Attorney-Advisor, SEC.
VerDate Mar<15>2010
16:18 Feb 21, 2013
Jkt 229001
rule change of a self-regulatory
organization if it finds that such
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to such organization.7
Section 17A(b)(3)(F) of the Act requires,
among other things, that the rules of a
clearing agency be designed to promote
the prompt and accurate clearance and
settlement of securities transactions
and, to the extent applicable, derivative
agreements, contracts, and transactions,
as well as to assure the safeguarding of
securities and funds in the custody or
control of the clearing agency or for
which the clearing agency is
responsible.8
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a registered
clearing agency. The Commission
carefully considered ICC’s ability to
clear the iTraxx Contracts in a manner
that assures the safeguarding of
securities and funds which are in the
custody and control of ICC or for which
ICC is responsible. In addition, the
Commission notes that the Commodity
Futures Trading Commission has
determined that iTraxx Contracts are to
be subject to mandatory clearing under
Section 2(h) of the Commodity
Exchange Act.9 ICC’s clearance of
iTraxx Contracts therefore will promote
the prompt and accurate clearance and
settlement of securities transactions
and, to the extent applicable, derivative
agreements, contracts, and transactions.
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposal is
consistent with the requirements of the
Act and in particular with the
requirements of Section 17A of the
Act 10 and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,11 that the
proposed rule change (File No. SR–ICC–
2012–23) be, and hereby is, approved.12
7 15
U.S.C. 78s(b)(2)(C).
U.S.C. 78q–1(b)(3)(F).
9 7 U.S.C. 2(h); see also Clearing Requirement
Determination Under Section 2(h) of the CEA, Final
Rule, 77 FR 74283 (Dec. 13, 2012) at 74291, 74336–
74337.
10 15 U.S.C. 78q–1.
11 15 U.S.C. 78s(b)(2).
12 In approving this proposed rule change the
Commission has considered the proposed rule’s
impact of efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
8 15
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Sfmt 9990
12411
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–04097 Filed 2–21–13; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF STATE
[Public Notice 8195]
Shipping Coordinating Committee
Notice of Renewal of Charter
The Department of State has
renewed the Charter for the Shipping
Coordinating Committee (SHC) without
significant substantive change. Through
this Committee, the Department of State
will continue to obtain the views and
advice of interested government
agencies and bureaus and public
members in the maritime and related
fields, on issues related to maritime
security, safety of life at sea, and
protection of the marine environment
considered by the International
Maritime Organization (IMO), and other
matters relating to international
maritime shipping. The Under Secretary
for Management has determined the
Committee is necessary and in the
public interest.
The Committee follows the
procedures prescribed by the Federal
Advisory Committee Act (FACA).
Meetings will be open to the public
unless a determination is made in
accordance with section 10(d) of the
FACA and 5 U.S.C. 552b(c) that a
meeting or portion of the meeting
should be closed to the public. Notice
of each meeting will be published in the
Federal Register at least 15 days prior
to the meeting, unless there are
extraordinary circumstances that require
shorter notice.
For further information, please
contact: Lieutenant Commander Brian
W. Robinson, Executive Secretary,
Shipping Coordinating Committee, U.S.
Department of State, Office of Oceans
Affairs, at RobinsonBW@state.gov or by
telephone at 202–647–3946. A copy of
the Committee charter may also be
obtained by accessing the FACA
database maintained by the General
Services Administration: https://
fido.gov/facadatabase.
SUMMARY:
Dated: January 22, 2013.
Brian W. Robinson,
Executive Secretary, Shipping Coordinating
Committee, Department of State.
[FR Doc. 2013–04144 Filed 2–21–13; 8:45 am]
BILLING CODE 4710–09–P
13 17
E:\FR\FM\22FEN1.SGM
CFR 200.30–3(a)(12).
22FEN1
Agencies
[Federal Register Volume 78, Number 36 (Friday, February 22, 2013)]
[Notices]
[Pages 12409-12411]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-04097]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68938; File No. SR-ICC-2012-23]
Self-Regulatory Organizations; ICE Clear Credit LLC; Order
Approving Proposed Rule Change To Add Rules Related to the Clearing of
iTraxx Europe Index CDS
February 15, 2013.
I. Introduction
On December 6, 2012, ICE Clear Credit LLC (``ICC'') filed with the
Securities and Exchange Commission (``Commission'') the proposed rule
change (SR-ICC-2012-23) pursuant to Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder.\2\ The
proposed rule change was published for comment in the Federal Register
on December 26, 2012.\3\ On February 8, 2013, the Commission extended
the time within which to take action of the proposed rule change to
March 26, 2013.\4\ The Commission received no comment letters regarding
the proposal. For the reasons discussed below, the Commission is
granting approval of the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Securities Exchange Act Release No. 68481 (Dec. 19, 2012),
77 FR 76109 (Dec. 26, 2012).
\4\ Securities Exchange Act Release No. 68882 (Feb. 8, 2013), 78
FR 10646 (Feb. 14, 2013).
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
The purpose of the proposed rule change is to adopt new rules that
will provide the basis for ICC to clear additional credit default swap
contracts. ICC is proposing, as described in further detail below, to
amend Chapters 8, 20, and 26 and Schedule 401 and Schedule 502 of its
rules, as well as make corresponding changes to the applicable ICC
Policies and Procedures to provide for the clearance of iTraxx Europe
Index CDS (``iTraxx Contracts''). The iTraxx Contracts reference the
iTraxx Europe index, the current series of which consists of 125
European corporate reference entities. iTraxx Contracts, consistent
with market convention and widely used standard terms documentation,
can be triggered by credit events for failure to pay, bankruptcy and
restructuring. iTraxx Contracts will be denominated in Euro.
ICC proposes to amend Chapter 8 of its rules to provide for an
additional Guaranty Fund Contribution by those Clearing Participants
that present Specific Wrong Way Risk (i.e., the risk that arises from
the fact that iTraxx Contracts include, in part, the names of certain
Clearing Participants or Clearing Participant affiliates). In a default
scenario, if the defaulting Clearing Participant has funded a Specific
Wrong Way Risk Contribution, the Specific Wrong Way Risk Contributions
of all contributing Clearing Participants would be used immediately
following the defaulting Clearing Participant's funds to cure deficits
related to the default.
ICC proposes to amend Chapter 20 of its rules, concerning CDS
generally, to remove definitions that are included in Chapter 26E of
the rules, as well as to include the Specific Wrong Way Risk Guaranty
Fund Contribution, as appropriate, as a portion of Clearing Participant
funds.
[[Page 12410]]
ICC proposes to amend Section 26E of its rules to include certain
additional provisions relevant to the treatment of restructuring credit
events under iTraxx Contracts and standard single-name CDS Contracts
referencing European corporate reference entities (``European SN
Contracts''). In addition, ICC proposes to make conforming changes in
Section 26E of the Rules (the CDS Restructuring Rules), principally to
address the particular restructuring terms that apply to iTraxx
Contracts and European SN Contracts. Specifically, ICC proposes to
modify the notice delivery procedures in Rule 26E-104 to include
``notices to exercise movement option'' under the Modified
Restructuring Maturity Limitation and Conditionally Transferable
Obligation terms under the ISDA Credit Derivatives Definitions (``Mod
Mod R terms''). In addition, the definition of ``Triggered
Restructuring CDS Contract'' has been modified to reflect that under
Mod Mod R terms a CDS contract may be triggered in part following a
restructuring credit event.
ICC also proposes to add Section 26F to provide for the clearance
of the iTraxx Contracts. Rule 26F-102 (Definitions) sets forth the
definitions used for the iTraxx Contract Rules. An ``Eligible iTraxx
Europe Untranched Index'' is defined as ``each particular series and
version of an iTraxx Europe index or sub-index, as published by the
iTraxx Untranched Publisher, included from time to time in the List of
Eligible iTraxx Untranched Indexes,'' which is a list maintained,
updated and published by the ICC Board of Managers or its designee,
containing certain specified information with respect to each index.
``iTraxx Europe Untranched Terms Supplement'' refers to the market
standard form of documentation used for credit default swaps on the
iTraxx Europe index, which is incorporated by reference into the
contract specifications in Chapter 26F. ICEE has stated that the
remaining definitions are substantially the same as the definitions
found in ICC Section 26A and Section 26C, other than certain conforming
changes.
Rules 26F-309 (Acceptance of iTraxx Europe Untranched Contracts by
ICE Clear Credit), 26F-315 (Terms of the Cleared iTraxx Europe
Untranched Contract), and 26F-316 (Updating Index Version of Fungible
Contracts After a Credit Event or a Succession Event; Updating Relevant
Untranched Standard Terms Supplement) reflect or incorporate the basic
contract specifications for iTraxx Contracts. In addition to various
non-substantive conforming changes, proposed Rule 26F-317 (Terms of
iTraxx Europe Untranched Contracts) differs from the corresponding Rule
26A-317 for CDX.NA Contracts to reflect the fact that restructuring is
a credit event for the iTraxx Contract.\5\
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\5\ The provisions dealing with the ``spin-out'' of a single
name CDS following a restructuring credit event for a component of
the iTraxx Europe index are part of the iTraxx Europe Untranched
Standard Terms Supplement (Nov. 2009 edition), which is incorporated
into the contract specifications for cleared iTraxx Europe contracts
through proposed ICC Rule 26F-315(c). Specifically, Section 7.3(b)
of the Supplement addresses the removal of the restructured
reference entity from the index and continuation of that component
as a separate contract. (Proposed ICC Rule 26F-317(h) clarifies the
treatment of the reference obligation for that separate cleared
contract.) This is part of the basic standard terms of the iTraxx
Europe contract and operates the same way in both the cleared and
uncleared contexts (much like other aspects of the market standard
terms supplements and/or ISDA Credit Derivatives Definitions on
which other cleared and uncleared CDS trade).
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In connection with clearing iTraxx Contracts, ICC will update
Schedule 401 of its Rules (Eligible Collateral & Thresholds), as
applicable, with respect to Initial Margin and Guaranty Fund liquidity
requirements for Non-Client and Client-Related positions for both US
Dollar and Euro denominated products.
ICC will also update Schedule 502 of its Rules (Cleared Products
List) to include the following iTraxx Contracts: Markit iTraxx Europe
Main Series 18 with a 5-year maturity, maturing on December 20, 2017;
Markit iTraxx Europe Main Series 18 with a 10-year maturity, maturing
on December 20, 2022; Markit iTraxx Europe Main Series 17 with a 5-year
maturity, maturing on June 20, 2017; Markit iTraxx Europe Main Series
17 with a 10-year maturity, maturing on June 20, 2022; Markit iTraxx
Europe Main Series 16 with a 5-year maturity, maturing on December 20,
2016; Markit iTraxx Europe Main Series 16 with a 10-year maturity,
maturing on December 20, 2021; Markit iTraxx Europe Main Series 15 with
a 5-year maturity, maturing on June 20, 2016; Markit iTraxx Europe Main
Series 15 with a 10-year maturity, maturing on June 20, 2021; Markit
iTraxx Europe Main Series 14 with a 5-year maturity, maturing on
December 20, 2015; Markit iTraxx Europe Main Series 14 with a 10-year
maturity, maturing on December 20, 2020; Markit iTraxx Europe Main
Series 13 with a 5-year maturity, maturing on June, 20, 2015; Markit
iTraxx Europe Main Series 13 with a 10-year maturity, maturing on June,
20, 2020; Markit iTraxx Europe Main Series 12 with a 5-year maturity,
maturing on December 20, 2014; Markit iTraxx Europe Main Series 12 with
a 10-year maturity, maturing on December 20, 2019; Markit iTraxx Europe
Main Series 11 with a 5-year maturity, maturing on June 20, 2014;
Markit iTraxx Europe Main Series 11 with a 10-year maturity, maturing
on June 20, 2019; Markit iTraxx Europe Main Series 10 with a 5-year
maturity, maturing on December 20, 2013; Markit iTraxx Europe Main
Series 10 with a 10-year maturity, maturing on December 20, 2018;
Markit iTraxx Europe Main Series 9 with a 5-year maturity, maturing on
June 20, 2013; Markit iTraxx Europe Main Series 9 with a 10-year
maturity, maturing on June 20, 2018; Markit iTraxx Europe Main Series 8
with a 5-year maturity, maturing on December 20, 2012; Markit iTraxx
Europe Main Series 8 with a 10-year maturity, maturing on December 20,
2017; Markit iTraxx Europe Main Series 7 with a 10-year maturity,
maturing June 20, 2017; Markit iTraxx Crossover Series 18 with a 5-year
maturity, maturing on December 20, 2017; Markit iTraxx Crossover Series
17 with a 5-year maturity, maturing on June 20, 2017; Markit iTraxx
Crossover Series 16 with a 5-year maturity, maturing on December 20,
2016; Markit iTraxx Crossover Series 15 with a 5-year maturity,
maturing on June 20, 2016; Markit iTraxx Crossover Series 14 with a 5-
year maturity, maturing on December 20, 2015; Markit iTraxx Crossover
Series 13 with a 5-year maturity, maturing on June, 20, 2015; Markit
iTraxx Crossover Series 12 with a 5-year maturity, maturing on December
20, 2014; Markit iTraxx Crossover Series 11 with a 5-year maturity,
maturing on June 20, 2014; Markit iTraxx Crossover Series 10 with a 5-
year maturity, maturing on December 20, 2013; Markit iTraxx Crossover
Series 9 with a 5-year maturity, maturing on June 20, 2013; Markit
iTraxx HiVol Series 18 with a 5-year maturity, maturing on December 20,
2017; Markit iTraxx HiVol Series 17 with a 5-year maturity, maturing on
June 20, 2017; Markit iTraxx HiVol Series 16 with a 5-year maturity,
maturing on December 20, 2016; Markit iTraxx HiVol Series 15 with a 5-
year maturity, maturing on June 20, 2016; Markit iTraxx HiVol Series 14
with a 5-year maturity, maturing on December 20, 2015; Markit iTraxx
HiVol Series 13 with a 5-year maturity, maturing on June, 20, 2015;
Markit iTraxx HiVol Series 12 with a 5-year maturity, maturing on
December 20, 2014; Markit iTraxx HiVol Series 11 with a 5-year
maturity, maturing on June 20, 2014; Markit iTraxx HiVol Series 10 with
a 5-year maturity, maturing on December 20, 2013; Markit iTraxx HiVol
Series 9 with a 5-year maturity, maturing on June 20, 2013; and Markit
iTraxx HiVol
[[Page 12411]]
Series 8 with a 5-year maturity, maturing on December 20, 2012.
ICC also updated its Policies and Procedures to provide for the
clearance of iTraxx Contracts, specifically the ICC Treasury Operations
Policies & Procedures, ICC Risk Management Framework and ICC End-of-Day
(``EOD'') Price Discovery Policies and Procedures. Consistent with the
changes to Schedule 401 of the ICC Rules, the ICC Treasury Operations
Policies & Procedures have been updated to include Initial Margin and
Guaranty Fund liquidity requirements for Non-Client and Client-Related
positions for both US Dollar and Euro denominated products. In order to
accommodate the return of funds during London banking hours, the ICC
Treasury Operations Policies & Procedures have been updated to require
requests for Euro withdrawals to be submitted by 9:00 a.m. Eastern.
The ICC Risk Management Framework has been updated to account for
Euro denominated portfolios. Specifically, updates have been made to
the Guaranty Fund, Initial Margin and Mark-to-Market Methodologies to
address: Wrong Way Risk, Foreign Exchange Risk, Liquidity Risk, Time
Zone Risk, and Operational Risk. Additionally, the Portfolio Approach
was updated to include appropriate portfolio benefits between North
American CDS Indices and iTraxx Contracts. ICE Clear Credit will
continue to review risk parameters with Clearing Participants through
existing governance procedures and will notify Clearing Participants of
any changes.\6\
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\6\ Telephone conversation February 15, 2013 among Michelle
Weiler, Assistant General Counsel, ICE Clear Credit; Marta Chaffee,
Assistant Director, SEC; Gena Lai, Senior Special Counsel, SEC;
Jennifer Ogasawara, Financial Economist, SEC; and Justin Byrne,
Attorney-Advisor, SEC.
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The ICC EOD Price Discovery Policies and Procedures has been
updated to provide that ICC will use ICE Clear Europe's EOD prices for
iTraxx Contracts and rely on the ICE Clear Europe Firm Trade process to
ensure the accuracy of price submissions. ICC will extend the risk
time-horizon for iTraxx Contracts to account for the half day
difference, on average, between the EOD price discovery process
timings. The extended risk horizon accounts for the fact that European
markets close earlier and new financial information may be reflected
only in the North American instrument prices and not reflected in the
iTraxx Contracts, in general.
III. Discussion
Section 19(b)(2)(C) of the Act directs the Commission to approve a
proposed rule change of a self-regulatory organization if it finds that
such proposed rule change is consistent with the requirements of the
Act and the rules and regulations thereunder applicable to such
organization.\7\ Section 17A(b)(3)(F) of the Act requires, among other
things, that the rules of a clearing agency be designed to promote the
prompt and accurate clearance and settlement of securities transactions
and, to the extent applicable, derivative agreements, contracts, and
transactions, as well as to assure the safeguarding of securities and
funds in the custody or control of the clearing agency or for which the
clearing agency is responsible.\8\
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\7\ 15 U.S.C. 78s(b)(2)(C).
\8\ 15 U.S.C. 78q-1(b)(3)(F).
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After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a registered clearing agency. The
Commission carefully considered ICC's ability to clear the iTraxx
Contracts in a manner that assures the safeguarding of securities and
funds which are in the custody and control of ICC or for which ICC is
responsible. In addition, the Commission notes that the Commodity
Futures Trading Commission has determined that iTraxx Contracts are to
be subject to mandatory clearing under Section 2(h) of the Commodity
Exchange Act.\9\ ICC's clearance of iTraxx Contracts therefore will
promote the prompt and accurate clearance and settlement of securities
transactions and, to the extent applicable, derivative agreements,
contracts, and transactions.
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\9\ 7 U.S.C. 2(h); see also Clearing Requirement Determination
Under Section 2(h) of the CEA, Final Rule, 77 FR 74283 (Dec. 13,
2012) at 74291, 74336-74337.
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IV. Conclusion
On the basis of the foregoing, the Commission finds that the
proposal is consistent with the requirements of the Act and in
particular with the requirements of Section 17A of the Act \10\ and the
rules and regulations thereunder.
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\10\ 15 U.S.C. 78q-1.
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It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\11\ that the proposed rule change (File No. SR-ICC-2012-23) be,
and hereby is, approved.\12\
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\11\ 15 U.S.C. 78s(b)(2).
\12\ In approving this proposed rule change the Commission has
considered the proposed rule's impact of efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
For the Commission by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-04097 Filed 2-21-13; 8:45 am]
BILLING CODE 8011-01-P