Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend FINRA Rules in Accordance With the Regulation NMS Plan To Address Extraordinary Market Volatility, 13922-13924 [2013-04796]
Download as PDF
13922
Federal Register / Vol. 78, No. 41 / Friday, March 1, 2013 / Notices
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–C2–2013–009 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.
mstockstill on DSK4VPTVN1PROD with NOTICES
All submissions should refer to File
Number SR–C2–2013–009. 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
available publicly. All submissions
should refer to File Number SR–C2–
2013–009 and should be submitted on
or before March 22, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–04748 Filed 2–28–13; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
and C below, of the most significant
aspects of such statements.
[Release No. 34–68985; File No. SR–FINRA–
2013–016]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend FINRA Rules
in Accordance With the Regulation
NMS Plan To Address Extraordinary
Market Volatility
February 25, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
11, 2013, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I and
II below, which Items have been
prepared by FINRA. FINRA has
designated the proposed rule change as
constituting a ‘‘non-controversial’’ rule
change under paragraph (f)(6) of Rule
19b–4 under the Act,3 which renders
the proposal effective upon receipt of
this filing by the Commission. 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
FINRA is proposing to amend FINRA
rules in accordance with the provisions
of the Regulation NMS Plan to Address
Extraordinary Market Volatility.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA, on the Commission’s
Web site at https://www.sec.gov, 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,
FINRA included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. FINRA has prepared
summaries, set forth in sections A, B,
BILLING CODE 8011–01–P
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
2 17
11 17
CFR 200.30–3(a)(12).
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1. Purpose
On May 31, 2012, the Commission
approved a joint industry plan to
address extraordinary market volatility
(‘‘Limit Up-Limit Down’’ or the ‘‘Plan’’)
filed by FINRA and the other selfregulatory organizations
(‘‘Participants’’) 4 pursuant to Section
11A of the Act 5 and Rule 608
thereunder.6 The Limit Up-Limit Down
mechanism is intended to address the
type of sudden price movements that
the market experienced on the afternoon
of May 6, 2010 by generally prohibiting
the display of offers at prices below the
lower price band and bids above the
upper price band and the execution of
trades outside the price bands for NMS
Stocks.7 The Plan combines the use of
the Limit Up-Limit Down mechanism
with trading pauses to accommodate
more fundamental price moves (as
opposed to erroneous trades or
momentary gaps in liquidity). By its
terms, the Plan will be implemented on
a one-year pilot basis in two phases.8
Pursuant to the Plan, each Participant
must adopt rules requiring compliance
by its members with the provisions of
the Plan.9
To that end, in furtherance of its
obligations under the Plan, FINRA is
proposing to: (1) Adopt new Rule 6190
(Compliance with Regulation NMS Plan
to Address Extraordinary Market
4 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012)
(Approval Order). A copy of the Plan is attached as
Exhibit A to the Approval Order.
The Plan was subsequently amended to, among
other things, revise the implementation schedule, as
discussed further below. See Letter dated January
17, 2013 from Janet McGinness, EVP & Corporate
Secretary, General Counsel, NYSE Markets, to
Elizabeth M. Murphy, Secretary, SEC, available at
www.nyse.com/attachment/
LULD_Plan_Amendment_No_2.pdf.
5 15 U.S.C. 78k–1.
6 17 CFR 242.608.
7 The single plan processor responsible for the
consolidation of information for an NMS Stock
pursuant to Rule 603(b) of Regulation NMS under
the Act shall calculate and disseminate to the
public the lower and upper price bands for an NMS
Stock during regular trading hours.
8 Phase I of Plan implementation will begin on
April 8, 2013 in select Tier 1 NMS Stock symbols,
with full Phase I implementation completed three
months after the initial date of Plan operations (or
such earlier date as may be announced by the Plan
processor with at least 30 days notice). Phase II of
the Plan will commence six months after the initial
date of the Plan (or such earlier date as may be
announced by the Plan processor with at least 30
days notice).
9 See Section II(B) of the Plan.
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mstockstill on DSK4VPTVN1PROD with NOTICES
Volatility) and (2) amend Rules 5260
(Prohibition on Transactions,
Publication of Quotations, or
Publication of Indications of Interest
During Trading Halts) and 6121
(Trading Halts Due to Extraordinary
Market Volatility).
Proposed Rule 6190 requires members
that are trading centers in NMS Stocks
to establish, maintain and enforce
written policies and procedures that are
reasonably designed to comply with the
requirements of the Plan and
specifically to prevent: (1) The
execution of trades at prices that are
below the lower price band or above the
upper price band for an NMS Stock,
except as permitted under the Plan; (2)
the display of offers below the lower
price band and bids above the upper
price band for an NMS Stock; and (3)
the execution of trades in an NMS Stock
during a trading pause.10 Under the
Plan, the term ‘‘trading center’’ has the
meaning set forth in Regulation NMS
under the Exchange Act.11
FINRA is clarifying that the proposed
rule applies to members to the extent
that they are trading centers, as defined
under the Plan, and are acting as such
with respect to any given trade or
quotation. For example, Firm A is an
OTC market maker and also a trading
center. Firm A, in its capacity as an OTC
market maker, receives a customer order
to sell and routes the order to an
exchange or other trading center. In that
instance, Firm A could rely on the
exchange or other trading center to
ensure compliance with the Plan, and
for example, if the offer were displayed
in violation of the Plan, FINRA would
not deem Firm A to be in violation of
proposed Rule 6190. This rule will be in
effect during a pilot period to coincide
with the pilot period for the Plan
(including any extensions to the pilot
period for the Plan).
Rule 5260 generally prohibits
members from directly or indirectly
effecting any transaction or publishing
any quotation during a trading halt,
including a trading pause. Because the
Plan permits all bids and offers in an
NMS Stock to be displayed during a
trading pause, FINRA is proposing to
amend Rule 5260 to prohibit member
quoting and trading activity during a
10 No trades in a paused NMS Stock may occur
during the trading pause, but all bids and offers
may be displayed. See Section VII(A) of the Plan.
11 Specifically, Rule 600(b) of Regulation NMS
defines ‘‘trading center’’ as a national securities
exchange or national securities association that
operates an SRO trading facility, an alternative
trading system, an exchange market maker, an OTC
market maker, or any other broker or dealer that
executes orders internally by trading as principal or
crossing orders as agent. 17 CFR 242.600(b).
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16:40 Feb 28, 2013
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trading halt, except as permitted under
the Plan.
In addition, FINRA is proposing to
amend Rule 6121.01 to reflect the Plan’s
trading pause provisions and to clarify
that if trading in an NMS Stock is
permitted to resume after a trading
pause under the Plan, then FINRA may
permit the resumption of trading
otherwise than on an exchange in such
NMS Stock if trading has commenced
on at least one other national securities
exchange (i.e., when a transaction has
been executed on an exchange, not
merely when quoting has commenced
on the exchange). This provision will be
in effect during a pilot period to
coincide with the pilot period for the
Plan (including any extensions to the
pilot period for the Plan).
FINRA also is proposing to amend
Rule 6121.01 to clarify that the current
trading pause provisions will continue
to apply to Tier 1 and Tier 2 NMS
Stocks until the Plan is implemented for
those securities. As noted above, Phase
I of the Plan will begin on April 8, 2013
for certain Tier 1 NMS Stocks. As of that
date, Rule 6121.01(b) will not apply to
those Tier 1 NMS Stocks, but will
continue to apply to all other Tier 1 and
Tier 2 NMS Stocks. Upon full
implementation of Phase I, this
provision will apply only to Tier 2 NMS
Stocks and will no longer be in effect
upon full implementation of Phase II of
the Plan.
FINRA has filed the proposed rule
change for immediate effectiveness. The
operative date of the proposed rule
change shall be the implementation date
of the Regulation NMS Plan to Address
Extraordinary Market Volatility, which
currently is expected to be April 8,
2013.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,12 which
requires, among other things, that
FINRA rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. The proposed rule
change also is designed to support the
principles of Section 11A(a)(1) of the
Act 13 in that it seeks to assure fair
competition among brokers and dealers
and among exchange markets. FINRA
believes that the proposed rule change
meets these requirements in that it
facilitates compliance with the Plan,
which has been approved and found by
12 15
13 15
PO 00000
U.S.C. 78o–3(b)(6).
U.S.C. 78k–1(a)(1).
Frm 00069
Fmt 4703
Sfmt 4703
13923
the Commission to be reasonably
designed to prevent potentially harmful
price volatility, including severe
volatility of the kind that occurred on
May 6, 2010. Accordingly, FINRA
believes that the proposed rules will
further the goals of investor protection
and fair and orderly markets.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. As discussed
above, the Plan requires that the
Participants adopt rules requiring
compliance by their members with the
provisions of the Plan. FINRA believes
that the other Participants will file
similar proposals, and therefore, the
proposed rule change will help to
ensure consistent rules across the
marketplace. In addition, FINRA does
not believe that the Plan introduces
terms that are unreasonably
discriminatory for the purposes of
Section 11A(c)(1)(D) of the Act.14
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
FINRA has filed the proposed rule
change pursuant to Section
19(b)(3)(A)(iii) of the Act 15 and Rule
19b–4(f)(6) thereunder.16 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
At any time within 60 days of the
filing of such proposed rule change, the
14 15
U.S.C. 78k–1(c)(1)(D).
U.S.C. 78s(b)(3)(A)(iii).
16 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires FINRA to give the Commission
written notice of FINRA’s intent to file the proposed
rule change, along with a brief description and text
of the proposed rule change, at least five business
days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. FINRA has satisfied this requirement.
15 15
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13924
Federal Register / Vol. 78, No. 41 / Friday, March 1, 2013 / Notices
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) of the Act 17 to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
mstockstill on DSK4VPTVN1PROD with NOTICES
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
No. SR–FINRA–2013–016 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 No.
SR–FINRA–2013–016. This file number
should be included on the subject line
if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
17 15
U.S.C. 78s(b)(2)(B).
VerDate Mar<15>2010
16:40 Feb 28, 2013
Jkt 229001
office of FINRA. 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 No. SR–FINRA–
2013–016 and should be submitted on
or before March 22, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–04796 Filed 2–28–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–68983; File No. SR–DTC–
2012–10]
Self-Regulatory Organizations; The
Depository Trust Company; Notice of
Filing Amendment No. 2 and Order
Approving Proposed Rule Change, as
Modified by Amendment No. 2, To
Reduce Liquidity Risk Relating to Its
Processing of Maturity and Income
Presentments and Issuances of Money
Market Instruments
February 25, 2013.
I. Introduction
On December 17, 2012, The
Depository Trust Company (‘‘DTC’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) proposed
rule change SR–DTC–2012–10
(‘‘Proposed Rule Change’’) 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 in the Federal
Register on January 4, 2013.3 DTC filed
Amendment No. 2 to the Proposed Rule
Change on January 30, 2013.4 The
Commission extended the period of
review of the Proposed Rule Change on
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Release No. 34–68548 (Dec. 28, 2012), 78 FR 795
(Jan. 4, 2013). DTC also filed an advance notice
pursuant to Section 806(e)(1) of the Payment,
Clearing, and Settlement Supervision Act of 2010
relating to these changes. Release No. 34–68690
(Jan. 18, 2013), 78 FR 5516 (Jan. 25, 2013).
4 DTC filed Amendment No. 1 to the Proposed
Rule Change on January 29, 2013, and withdrew it
because of technical errors. DTC filed Amendment
No. 2 to: (i) Correct the technical errors in
Amendment No. 1 and (ii) correct the text of DTC’s
Settlement Service Guide related to the Proposed
Rule Change by adding a sentence to clarify the
change as stated in the Proposed Rule Change and
correcting a grammatical error therein.
1 15
PO 00000
Frm 00070
Fmt 4703
Sfmt 4703
February 5, 2013.5 The Commission
received one comment on the Proposed
Rule Change.6 This publication serves
as notice of filing Amendment No. 2 and
order approving the Proposed Rule
Change, as modified by Amendment No.
2.
II. Analysis
A. Description of MMI Processing and
Proposed Rule Change
DTC filed the Proposed Rule Change
to permit it to make rule changes
designed to reduce liquidity risk
relating to DTC’s processing of maturity
and income presentments (‘‘Maturity
Obligations’’) and issuances of money
market instruments (‘‘MMIs’’), as
discussed below.
MMIs are settled at DTC on a tradefor-trade basis. Issuers of MMIs that are
not direct members of DTC enlist banks
(‘‘Issuing/Paying Agent’’ or ‘‘IPA’’) to
issue MMIs to broker-dealers, who in
turn sell the MMIs to MMI investors.
Debt issuance instructions are
transmitted to DTC by the IPA, which
triggers DTC crediting the IPA’s DTC
account and creating a deliver order to
the broker-dealers’ accounts on behalf of
the investors.
Maturity Obligations are initiated
automatically by DTC early each
morning for MMIs maturing that day.
DTC debits the amount of the Maturity
Obligations to the appropriate IPA’s
account and credits the same amount to
the appropriate broker-dealer and
custodian accounts. The debits and
credits are conditional until final
settlement at the end of the day.
According to DTC, IPAs do not have a
legal obligation to honor maturing MMIs
if they have not received funding from
the issuer.
According to DTC, the common
source of funding for Maturity
Obligations is new issuances of MMIs in
the same acronym by the same issuer on
the day the Maturity Obligations are
due. In a situation where new MMI
issuances exceed the Maturity
Obligations, the issuer would have no
net funds payment due to the IPA on
that day. However, because Maturity
Obligations are processed and debited
from IPA accounts automatically, IPAs
currently incur credit risk if the issuers
do not issue MMIs that exceed the
5 Release No. 34–68834 (Feb. 5, 2013), 78 FR 9762
(Feb. 11, 2013).
6 See Comment from Karen Jackson dated
December 30, 2012, https://sec.gov/comments/sr-dtc2012-10/dtc201210-1.htm. The comment discusses
the ability of individuals to withdraw money from
money market accounts, which is not implicated by
the proposed rule change.
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Agencies
[Federal Register Volume 78, Number 41 (Friday, March 1, 2013)]
[Notices]
[Pages 13922-13924]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-04796]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-68985; File No. SR-FINRA-2013-016]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing and Immediate Effectiveness of
Proposed Rule Change To Amend FINRA Rules in Accordance With the
Regulation NMS Plan To Address Extraordinary Market Volatility
February 25, 2013.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on February 11, 2013, Financial Industry Regulatory Authority, Inc.
(``FINRA'') filed with the Securities and Exchange Commission (``SEC''
or ``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by FINRA. FINRA has designated
the proposed rule change as constituting a ``non-controversial'' rule
change under paragraph (f)(6) of Rule 19b-4 under the Act,\3\ which
renders the proposal effective upon receipt of this filing by the
Commission. 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\ 17 CFR 240.19b-4.
\3\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
FINRA is proposing to amend FINRA rules in accordance with the
provisions of the Regulation NMS Plan to Address Extraordinary Market
Volatility.
The text of the proposed rule change is available on FINRA's Web
site at https://www.finra.org, at the principal office of FINRA, on the
Commission's Web site at https://www.sec.gov, 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, FINRA included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. FINRA has prepared summaries, set forth in sections A,
B, and C below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
On May 31, 2012, the Commission approved a joint industry plan to
address extraordinary market volatility (``Limit Up-Limit Down'' or the
``Plan'') filed by FINRA and the other self-regulatory organizations
(``Participants'') \4\ pursuant to Section 11A of the Act \5\ and Rule
608 thereunder.\6\ The Limit Up-Limit Down mechanism is intended to
address the type of sudden price movements that the market experienced
on the afternoon of May 6, 2010 by generally prohibiting the display of
offers at prices below the lower price band and bids above the upper
price band and the execution of trades outside the price bands for NMS
Stocks.\7\ The Plan combines the use of the Limit Up-Limit Down
mechanism with trading pauses to accommodate more fundamental price
moves (as opposed to erroneous trades or momentary gaps in liquidity).
By its terms, the Plan will be implemented on a one-year pilot basis in
two phases.\8\ Pursuant to the Plan, each Participant must adopt rules
requiring compliance by its members with the provisions of the Plan.\9\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 67091 (May 31,
2012), 77 FR 33498 (June 6, 2012) (Approval Order). A copy of the
Plan is attached as Exhibit A to the Approval Order.
The Plan was subsequently amended to, among other things, revise
the implementation schedule, as discussed further below. See Letter
dated January 17, 2013 from Janet McGinness, EVP & Corporate
Secretary, General Counsel, NYSE Markets, to Elizabeth M. Murphy,
Secretary, SEC, available at www.nyse.com/attachment/LULD_Plan_Amendment_No_2.pdf.
\5\ 15 U.S.C. 78k-1.
\6\ 17 CFR 242.608.
\7\ The single plan processor responsible for the consolidation
of information for an NMS Stock pursuant to Rule 603(b) of
Regulation NMS under the Act shall calculate and disseminate to the
public the lower and upper price bands for an NMS Stock during
regular trading hours.
\8\ Phase I of Plan implementation will begin on April 8, 2013
in select Tier 1 NMS Stock symbols, with full Phase I implementation
completed three months after the initial date of Plan operations (or
such earlier date as may be announced by the Plan processor with at
least 30 days notice). Phase II of the Plan will commence six months
after the initial date of the Plan (or such earlier date as may be
announced by the Plan processor with at least 30 days notice).
\9\ See Section II(B) of the Plan.
---------------------------------------------------------------------------
To that end, in furtherance of its obligations under the Plan,
FINRA is proposing to: (1) Adopt new Rule 6190 (Compliance with
Regulation NMS Plan to Address Extraordinary Market
[[Page 13923]]
Volatility) and (2) amend Rules 5260 (Prohibition on Transactions,
Publication of Quotations, or Publication of Indications of Interest
During Trading Halts) and 6121 (Trading Halts Due to Extraordinary
Market Volatility).
Proposed Rule 6190 requires members that are trading centers in NMS
Stocks to establish, maintain and enforce written policies and
procedures that are reasonably designed to comply with the requirements
of the Plan and specifically to prevent: (1) The execution of trades at
prices that are below the lower price band or above the upper price
band for an NMS Stock, except as permitted under the Plan; (2) the
display of offers below the lower price band and bids above the upper
price band for an NMS Stock; and (3) the execution of trades in an NMS
Stock during a trading pause.\10\ Under the Plan, the term ``trading
center'' has the meaning set forth in Regulation NMS under the Exchange
Act.\11\
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\10\ No trades in a paused NMS Stock may occur during the
trading pause, but all bids and offers may be displayed. See Section
VII(A) of the Plan.
\11\ Specifically, Rule 600(b) of Regulation NMS defines
``trading center'' as a national securities exchange or national
securities association that operates an SRO trading facility, an
alternative trading system, an exchange market maker, an OTC market
maker, or any other broker or dealer that executes orders internally
by trading as principal or crossing orders as agent. 17 CFR
242.600(b).
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FINRA is clarifying that the proposed rule applies to members to
the extent that they are trading centers, as defined under the Plan,
and are acting as such with respect to any given trade or quotation.
For example, Firm A is an OTC market maker and also a trading center.
Firm A, in its capacity as an OTC market maker, receives a customer
order to sell and routes the order to an exchange or other trading
center. In that instance, Firm A could rely on the exchange or other
trading center to ensure compliance with the Plan, and for example, if
the offer were displayed in violation of the Plan, FINRA would not deem
Firm A to be in violation of proposed Rule 6190. This rule will be in
effect during a pilot period to coincide with the pilot period for the
Plan (including any extensions to the pilot period for the Plan).
Rule 5260 generally prohibits members from directly or indirectly
effecting any transaction or publishing any quotation during a trading
halt, including a trading pause. Because the Plan permits all bids and
offers in an NMS Stock to be displayed during a trading pause, FINRA is
proposing to amend Rule 5260 to prohibit member quoting and trading
activity during a trading halt, except as permitted under the Plan.
In addition, FINRA is proposing to amend Rule 6121.01 to reflect
the Plan's trading pause provisions and to clarify that if trading in
an NMS Stock is permitted to resume after a trading pause under the
Plan, then FINRA may permit the resumption of trading otherwise than on
an exchange in such NMS Stock if trading has commenced on at least one
other national securities exchange (i.e., when a transaction has been
executed on an exchange, not merely when quoting has commenced on the
exchange). This provision will be in effect during a pilot period to
coincide with the pilot period for the Plan (including any extensions
to the pilot period for the Plan).
FINRA also is proposing to amend Rule 6121.01 to clarify that the
current trading pause provisions will continue to apply to Tier 1 and
Tier 2 NMS Stocks until the Plan is implemented for those securities.
As noted above, Phase I of the Plan will begin on April 8, 2013 for
certain Tier 1 NMS Stocks. As of that date, Rule 6121.01(b) will not
apply to those Tier 1 NMS Stocks, but will continue to apply to all
other Tier 1 and Tier 2 NMS Stocks. Upon full implementation of Phase
I, this provision will apply only to Tier 2 NMS Stocks and will no
longer be in effect upon full implementation of Phase II of the Plan.
FINRA has filed the proposed rule change for immediate
effectiveness. The operative date of the proposed rule change shall be
the implementation date of the Regulation NMS Plan to Address
Extraordinary Market Volatility, which currently is expected to be
April 8, 2013.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Act,\12\ which requires, among
other things, that FINRA rules must be designed to prevent fraudulent
and manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest. The proposed rule change also is designed to support
the principles of Section 11A(a)(1) of the Act \13\ in that it seeks to
assure fair competition among brokers and dealers and among exchange
markets. FINRA believes that the proposed rule change meets these
requirements in that it facilitates compliance with the Plan, which has
been approved and found by the Commission to be reasonably designed to
prevent potentially harmful price volatility, including severe
volatility of the kind that occurred on May 6, 2010. Accordingly, FINRA
believes that the proposed rules will further the goals of investor
protection and fair and orderly markets.
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\12\ 15 U.S.C. 78o-3(b)(6).
\13\ 15 U.S.C. 78k-1(a)(1).
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B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA does not believe that the proposed rule change will result in
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act. As discussed above, the Plan
requires that the Participants adopt rules requiring compliance by
their members with the provisions of the Plan. FINRA believes that the
other Participants will file similar proposals, and therefore, the
proposed rule change will help to ensure consistent rules across the
marketplace. In addition, FINRA does not believe that the Plan
introduces terms that are unreasonably discriminatory for the purposes
of Section 11A(c)(1)(D) of the Act.\14\
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\14\ 15 U.S.C. 78k-1(c)(1)(D).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
FINRA has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \15\ and Rule 19b-4(f)(6) thereunder.\16\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
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\15\ 15 U.S.C. 78s(b)(3)(A)(iii).
\16\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires FINRA to give the Commission written notice of FINRA's
intent to file the proposed rule change, along with a brief
description and text of the proposed rule change, at least five
business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission. FINRA
has satisfied this requirement.
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At any time within 60 days of the filing of such proposed rule
change, the
[[Page 13924]]
Commission summarily may temporarily suspend such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act. If the Commission takes such
action, the Commission shall institute proceedings under Section
19(b)(2)(B) of the Act \17\ to determine whether the proposed rule
change should be approved or disapproved.
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\17\ 15 U.S.C. 78s(b)(2)(B).
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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 No. SR-FINRA-2013-016 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 No. SR-FINRA-2013-016. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of FINRA. 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 No. SR-FINRA-2013-016 and should be
submitted on or before March 22, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
Kevin M. O'Neill,
Deputy Secretary.
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\18\ 17 CFR 200.30-3(a)(12).
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[FR Doc. 2013-04796 Filed 2-28-13; 8:45 am]
BILLING CODE 8011-01-P