Topaz Exchange, LLC; Notice of Filing of Application for Registration as a National Securities Exchange Under Section 6 of the Securities Exchange Act of 1934, 14847-14848 [2013-05242]
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Federal Register / Vol. 78, No. 45 / Thursday, March 7, 2013 / Notices
for exchange registration or to its
oversight of a registered exchange.
Based on the Applicant’s
representations, the indirect nature of
the relationship between the Applicant
and the Foreign Indirect Affiliates, and
the information that the Applicant will
provide with respect to the Foreign
Direct Affiliates and the Foreign Indirect
Affiliates, the Commission believes that
it will have sufficient information to
review the Applicant’s Form 1
application and to make the
determinations required under Sections
6(b) and 19(a) of the Exchange Act with
respect to its application for registration
as a national securities exchange.27 The
Commission believes, further, that it
will have the information necessary to
oversee the Applicant’s activities as a
national securities exchange if the
Commission were to approve the
Applicant’s Form 1 application. In
particular, the Commission notes that
the Applicant has represented that it
would have no direct connection to the
Foreign Indirect Affiliates, that the
Foreign Indirect Affiliates would have
no ability to influence the management
or policies of the Applicant, and that the
Foreign Indirect Affiliates would have
no obligation to fund, or ability to
materially affect the funding of, the
Applicant. In addition, the Commission
notes that the Applicant represented
that: (1) The Foreign Indirect Affiliates
have no ownership interest in the
Applicant or in any of the controlling
equity holders of the Applicant; and (2)
there are no commercial dealings
between the Applicant and the Foreign
Indirect Affiliates.28
Given the limited and indirect
relationship between the Applicant and
the Foreign Indirect Affiliates, as
described above, the Commission
believes that the detailed corporate and
financial information required in
Exhibits C and D with respect to the
Foreign Indirect Affiliates is
unnecessary for the Commission’s
review of the Applicant’s Form 1
application and would be unnecessary
for the Commission’s oversight of the
Applicant as a registered national
securities exchange following any
Commission approval of its Form 1
application.
emcdonald on DSK67QTVN1PROD with NOTICES
27 15
U.S.C. 78f(b) and 78s(a). Section 6(b) of the
Exchange Act enumerates certain determinations
that the Commission must make with respect to an
exchange before granting the registration of the
exchange as a national securities exchange. The
Commission will not grant an exchange registration
as a national securities exchange unless the
Commission determines that the exchange meets
these requirements. See Regulation ATS Adopting
Release, supra note 9, at IV.B.
28 See Exemption Request, supra note 4, at 3.
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14:43 Mar 06, 2013
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For the reasons discussed above, the
Commission finds that the conditional
exemptive relief requested by the
Applicant is appropriate in the public
interest and is consistent with the
protection of investors.
It is ordered, pursuant to Section 36
of the Exchange Act,29 that the
Applicant is exempt from the
requirements to: (1) Include in its Form
1 application the information required
in Exhibits C and D to Form 1 with
respect to the Foreign Indirect Affiliates;
and (2) with respect to the Foreign
Indirect Affiliates, update the
information in Exhibits C and D to Form
1 as required by Exchange Act Rules 6a–
2(a)(2), 6a–2(b)(1), and 6a–2(c) subject to
the following conditions:
(i) The Applicant must provide a list
of the names of the Foreign Indirect
Affiliates;
(ii) the Applicant must provide an
organizational chart setting forth the
affiliation of the Foreign Indirect
Affiliates and the Foreign Direct
Affiliates and the Applicant; and
(iii) as part of Exhibit C to the
Applicant’s Form 1 Application, the
Applicant must provide a description of
the nature of the affiliation between the
Foreign Indirect Affiliates and the
Foreign Direct Affiliates and the
Applicant.
In addition, the Applicant must
provide amendments to the information
required under conditions (i) through
(iii) above on or before June 30th of each
year.
By the Commission.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–05241 Filed 3–6–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69012; File No. 10–209]
Topaz Exchange, LLC; Notice of Filing
of Application for Registration as a
National Securities Exchange Under
Section 6 of the Securities Exchange
Act of 1934
March 1, 2013.
On July 3, 2012, Topaz Exchange, LLC
(‘‘Topaz Exchange’’ or ‘‘Applicant’’)
submitted to the Securities and
Exchange Commission (‘‘Commission’’)
a Form 1 application under the
Securities Exchange Act of 1934
(‘‘Exchange Act’’), seeking registration
as a national securities exchange under
29 15
PO 00000
U.S.C. 78mm.
Frm 00085
Fmt 4703
Sfmt 4703
14847
Section 6 of the Exchange Act.1 On
December 19, 2012, Topaz Exchange
submitted Amendment No. 1 to its Form
1 application.2 On December 31, 2012,
Topaz Exchange submitted Amendment
No. 2 to its Form 1 application.3
The Commission is publishing this
notice to solicit comments on Topaz
Exchange’s Form 1 application, as
amended. The Commission will take
any comments it receives into
consideration in making its
determination about whether to grant
Topaz Exchange’s request to be
registered as a national securities
exchange. The Commission will grant
the registration if it finds that the
requirements of the Exchange Act and
the rules and regulations thereunder
with respect to Topaz Exchange are
satisfied.4
The Applicant’s Form 1 application,
as amended, provides detailed
information on how Topaz Exchange
proposes to satisfy the requirements of
the Exchange Act. Topaz Exchange
would be wholly-owned by its parent
company, International Securities
Exchange Holdings, Inc. (‘‘ISE
Holdings’’), which also is the parent
company of an existing national
securities exchange, ISE. Topaz
Exchange would operate a fully
automated electronic trading platform
for the trading of listed options and
would not maintain a physical trading
floor. Liquidity would be derived from
orders to buy and orders to sell
1 On March 1, 2013, the Commission issued an
order granting Topaz Exchange exemptive relief,
subject to certain conditions, in connection with the
filing of its Form 1 application. See Securities
Exchange Act Release No. 69011. Because the
Applicant’s Form 1 application was incomplete
without the exemptive relief, the date of filing of
such application is March 1, 2013.
2 Amendment No. 1, among other things, includes
changes to the Limited Liability Company
Agreement and the Constitution of Topaz Exchange
concerning board composition and size, the initial
director election process, and the use of regulatory
funds. Amendment No. 1 also includes revisions to
proposed rules of Topaz Exchange to remove rules
relating to complex orders; to respond to comments
on the Form 1 application from Commission staff;
and to reflect recent changes to comparable rules of
International Securities Exchange, LLC (‘‘ISE’’).
Amendment No. 1 further provides additional
descriptions in the Form 1 application regarding
proposed allocation procedures, auction
mechanisms, execution of qualified contingent
crosses, and the initial director election process,
and removes references to complex orders.
3 Amendment No. 2, among other things, provides
updated information regarding the board of
directors of ISE and the Corporate Governance
Committee of ISE and includes information
regarding Longitude S.A., a newly incorporated
affiliate of Topaz Exchange, which information
includes the Articles of Incorporation of Longitude
S.A. Amendment No. 2 also provides financial
information for Longitude S.A. Finally, Amendment
No. 2 provides an updated organizational chart that
reflects the affiliates of Topaz Exchange.
4 15 U.S.C. 78s(a).
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14848
Federal Register / Vol. 78, No. 45 / Thursday, March 7, 2013 / Notices
submitted to Topaz Exchange
electronically by its registered brokerdealer members, as well as from quotes
submitted electronically by market
makers.
A more detailed description of the
manner of operation of Topaz
Exchange’s proposed system can be
found in Exhibit E to Topaz Exchange’s
Form 1 application. The proposed
rulebook for the proposed exchange can
be found in Exhibit B to Topaz
Exchange’s Form 1 application, and the
governing documents for both Topaz
Exchange and ISE Holdings can be
found in Exhibit A and Exhibit C to
Topaz Exchange’s Form 1 application,
respectively. A listing of the officers and
directors of Topaz Exchange can be
found in Exhibit J to Topaz Exchange’s
Form 1 application.
Topaz Exchange’s Form 1 application,
including all of the Exhibits referenced
above, is available online at
www.sec.gov/rules/other.shtml as well
as in the Commission’s Public Reference
Room. Interested persons are invited to
submit written data, views, and
arguments concerning Topaz Exchange’s
Form 1, including whether the
application is consistent with the
Exchange Act. Comments may be
submitted by any of the following
methods:
emcdonald on DSK67QTVN1PROD 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
Number 10–209 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 10–209. 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/other.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to Topaz Exchange’s Form
1 filed with the Commission, and all
written communications relating to the
application 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
VerDate Mar<15>2010
14:43 Mar 06, 2013
Jkt 229001
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. 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 publicly available. All
submissions should refer to File
Number 10–209 and should be
submitted on or before April 22, 2013.
By the Commission.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–05242 Filed 3–6–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69013; IA–3558; File No.
4–606]
Duties of Brokers, Dealers, and
Investment Advisers
Securities and Exchange
Commission.
ACTION: Request for data and other
information.
AGENCY:
SUMMARY: The Securities and Exchange
Commission is requesting data and
other information, in particular
quantitative data and economic
analysis, relating to the benefits and
costs that could result from various
alternative approaches regarding the
standards of conduct and other
obligations of broker-dealers and
investment advisers. We intend to use
the comments and data we receive to
inform our consideration of alternative
standards of conduct for broker-dealers
and investment advisers when
providing personalized investment
advice about securities to retail
customers. We also will use this
information to inform our consideration
of potential harmonization of certain
other aspects of the regulation of brokerdealers and investment advisers.
DATES: Comments should be received on
or before July 5, 2013.
ADDRESSES: Comments may be
submitted by any of the following
methods:
Electronic Submission:
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/other.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number 4–606 in the subject line.
Paper Submission:
PO 00000
Frm 00086
Fmt 4703
Sfmt 4703
• Send paper submissions 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 4–606. This file number should
be included on the subject line if email
is used. To help us process and review
your comments more efficiently, please
use only one method. The Commission
will post all submissions of data on the
Commission’s Internet Web site (https://
www.sec.gov). Comments are also
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. All comments
received will be posted without change;
we do not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly.
Please refer to the Appendix at the end
of this release for instructions on
submitting data and other information.
FOR FURTHER INFORMATION CONTACT:
Jennifer Marietta-Westberg, Assistant
Director, Matthew Kozora, Financial
Economist, Division of Risk, Strategy
and Financial Innovation, at (202) 551–
6655; David W. Blass, Chief Counsel,
Lourdes Gonzalez, Assistant Chief
Counsel—Sales Practices, Emily
Westerberg Russell, Senior Special
Counsel, Daniel Fisher, Branch Chief,
Leila Bham, Special Counsel, Division
of Trading and Markets, at (202) 551–
5550; Office of Chief Counsel, at (202)
551–6825 and Office of Investment
Adviser Regulation, at (202) 551–6787,
Division of Investment Management;
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
Discussion
I. Introduction
A. Background
Today, broker-dealers and investment
advisers routinely provide to retail
customers 1 many of the same services,
and engage in many similar activities
related to providing personalized
investment advice about securities to
1 For the purposes of this request for comment,
and as noted in Part III below, the term ‘‘retail
customer’’ has the same meaning as in Section 913
of the Dodd–Frank Wall Street Reform and
Consumer Protection Act. Public Law 111–203, 124
Stat. 1376 (2010). Specifically, it means ‘‘a natural
person, or the legal representative of such natural
person, who (A) receives personalized investment
advice about securities from a broker, dealer or
investment adviser; and (B) uses such advice
primarily for personal, family, or household
purposes.’’ 15 U.S.C. 80b–11(g)(2).
E:\FR\FM\07MRN1.SGM
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Agencies
[Federal Register Volume 78, Number 45 (Thursday, March 7, 2013)]
[Notices]
[Pages 14847-14848]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-05242]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69012; File No. 10-209]
Topaz Exchange, LLC; Notice of Filing of Application for
Registration as a National Securities Exchange Under Section 6 of the
Securities Exchange Act of 1934
March 1, 2013.
On July 3, 2012, Topaz Exchange, LLC (``Topaz Exchange'' or
``Applicant'') submitted to the Securities and Exchange Commission
(``Commission'') a Form 1 application under the Securities Exchange Act
of 1934 (``Exchange Act''), seeking registration as a national
securities exchange under Section 6 of the Exchange Act.\1\ On December
19, 2012, Topaz Exchange submitted Amendment No. 1 to its Form 1
application.\2\ On December 31, 2012, Topaz Exchange submitted
Amendment No. 2 to its Form 1 application.\3\
---------------------------------------------------------------------------
\1\ On March 1, 2013, the Commission issued an order granting
Topaz Exchange exemptive relief, subject to certain conditions, in
connection with the filing of its Form 1 application. See Securities
Exchange Act Release No. 69011. Because the Applicant's Form 1
application was incomplete without the exemptive relief, the date of
filing of such application is March 1, 2013.
\2\ Amendment No. 1, among other things, includes changes to the
Limited Liability Company Agreement and the Constitution of Topaz
Exchange concerning board composition and size, the initial director
election process, and the use of regulatory funds. Amendment No. 1
also includes revisions to proposed rules of Topaz Exchange to
remove rules relating to complex orders; to respond to comments on
the Form 1 application from Commission staff; and to reflect recent
changes to comparable rules of International Securities Exchange,
LLC (``ISE''). Amendment No. 1 further provides additional
descriptions in the Form 1 application regarding proposed allocation
procedures, auction mechanisms, execution of qualified contingent
crosses, and the initial director election process, and removes
references to complex orders.
\3\ Amendment No. 2, among other things, provides updated
information regarding the board of directors of ISE and the
Corporate Governance Committee of ISE and includes information
regarding Longitude S.A., a newly incorporated affiliate of Topaz
Exchange, which information includes the Articles of Incorporation
of Longitude S.A. Amendment No. 2 also provides financial
information for Longitude S.A. Finally, Amendment No. 2 provides an
updated organizational chart that reflects the affiliates of Topaz
Exchange.
---------------------------------------------------------------------------
The Commission is publishing this notice to solicit comments on
Topaz Exchange's Form 1 application, as amended. The Commission will
take any comments it receives into consideration in making its
determination about whether to grant Topaz Exchange's request to be
registered as a national securities exchange. The Commission will grant
the registration if it finds that the requirements of the Exchange Act
and the rules and regulations thereunder with respect to Topaz Exchange
are satisfied.\4\
---------------------------------------------------------------------------
\4\ 15 U.S.C. 78s(a).
---------------------------------------------------------------------------
The Applicant's Form 1 application, as amended, provides detailed
information on how Topaz Exchange proposes to satisfy the requirements
of the Exchange Act. Topaz Exchange would be wholly-owned by its parent
company, International Securities Exchange Holdings, Inc. (``ISE
Holdings''), which also is the parent company of an existing national
securities exchange, ISE. Topaz Exchange would operate a fully
automated electronic trading platform for the trading of listed options
and would not maintain a physical trading floor. Liquidity would be
derived from orders to buy and orders to sell
[[Page 14848]]
submitted to Topaz Exchange electronically by its registered broker-
dealer members, as well as from quotes submitted electronically by
market makers.
A more detailed description of the manner of operation of Topaz
Exchange's proposed system can be found in Exhibit E to Topaz
Exchange's Form 1 application. The proposed rulebook for the proposed
exchange can be found in Exhibit B to Topaz Exchange's Form 1
application, and the governing documents for both Topaz Exchange and
ISE Holdings can be found in Exhibit A and Exhibit C to Topaz
Exchange's Form 1 application, respectively. A listing of the officers
and directors of Topaz Exchange can be found in Exhibit J to Topaz
Exchange's Form 1 application.
Topaz Exchange's Form 1 application, including all of the Exhibits
referenced above, is available online at www.sec.gov/rules/other.shtml
as well as in the Commission's Public Reference Room. Interested
persons are invited to submit written data, views, and arguments
concerning Topaz Exchange's Form 1, including whether the application
is consistent with the Exchange 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 10-209 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 10-209. 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/other.shtml).
Copies of the submission, all subsequent amendments, all written
statements with respect to Topaz Exchange's Form 1 filed with the
Commission, and all written communications relating to the application
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. 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
publicly available. All submissions should refer to File Number 10-209
and should be submitted on or before April 22, 2013.
By the Commission.
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-05242 Filed 3-6-13; 8:45 am]
BILLING CODE 8011-01-P