Order Granting a Temporary Exemption Pursuant to Section 36(a)(1) of the Securities Exchange Act of 1934 From the Filing Deadline Specified in Rule 613(a)(1) of the Exchange Act, 15771-15773 [2013-05634]
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Federal Register / Vol. 78, No. 48 / Tuesday, March 12, 2013 / Notices
15771
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c. Tier 1 non-ETP issues < $0.75
d. Tier 1 non-leveraged ETPs in each of
above categories
e. Tier 1 leveraged ETPs in each of above
categories
f. Tier 2 non-ETPs in each of above
categories
g. Tier 2 non-leveraged ETPs in each of
above categories
h. Tier 2 leveraged ETPs in each of above
categories
2. Partition by time of day
a. Opening (prior to 9:45 a.m. ET)
b. Regular (between 9:45 a.m. ET and 3:35
p.m. ET)
c. Closing (after 3:35 p.m. ET)
d. Within five minutes of a Trading Pause
re-open or IPO open
3. Track reasons for entering a Limit State,
such as:
a. Liquidity gap—price reverts from a Limit
State Quotation and returns to trading
within the Price Bands
b. Broken trades
c. Primary Listing Exchange manually
declares a Trading Pause pursuant to
Section (VII)(2) of the Plan
d. Other
B. Determine (1), (2) and (3) for when a
Trading Pause has been declared for an NMS
Stock pursuant to the Plan.
b. Shares
c. Shares executed
2. Market/marketable buy orders arrivals and
executions
a. Count
b. Shares
c. Shares executed
3. Count arriving, volume arriving and shares
executing in limit sell orders above NBBO
mid-point
4. Count arriving, volume arriving and shares
executing in limit sell orders at or below
NBBO mid-point (non-marketable)
5. Count arriving, volume arriving and shares
executing in limit buy orders at or above
NBBO mid-point (non-marketable)
6. Count arriving, volume arriving and shares
executing in limit buy orders below NBBO
mid-point
7. Count and volume arriving of limit sell
orders priced at or above NBBO mid-point
plus $0.05
8. Count and volume arriving of limit buy
orders priced at or below NBBO mid-point
minus $0.05
9. Count and volume of (3–8) for cancels
10. Include: Ticker, date, time at start, time
of Limit State, all data item fields in 1, last
sale prior to 15-second period (null if no
trades today), range during 15-second
period, last trade during 15-second period
II. Raw Data (All Participants, Except A–E,
Which Are for the Primary Listing
Exchanges Only)
A. Record of every Straddle State
1. Ticker, date, time entered, time exited,
flag for ending with Limit State, flag for
ending with manual override.
2. Pipe delimited with field names as first
record.
B. Record of every Price Band
1. Ticker, date, time at beginning of Price
Band, Upper Price Band, Lower Price
Band
2. Pipe delimited with field names as first
record
C. Record of every Limit State
1. Ticker, date, time entered, time exited,
flag for halt
2. Pipe delimited with field names as first
record
D. Record of every Trading Pause or halt
1. Ticker, date, time entered, time exited,
type of halt (i.e., regulatory halt, nonregulatory halt, Trading Pause pursuant
to the Plan, other)
2. Pipe delimited with field names as first
record
E. Data set or orders entered into reopening
auctions during halts or Trading Pauses
1. Arrivals, Changes, Cancels, # shares,
limit/market, side, Limit State side
2. Pipe delimited with field name as first
record
F. Data set of order events received during
Limit States
G. Summary data on order flow of arrivals
and cancellations for each 15-second
period for discrete time periods and
sample stocks to be determined by the
SEC in subsequent data requests. Must
indicate side(s) of Limit State.
1. Market/marketable sell orders arrivals and
executions
a. Count
III. At least two months prior to the end of
the Pilot Period, all Participants shall
provide to the SEC assessments relating to
the impact of the Plan and calibration of the
Percentage Parameters as follows:
A. Assess the statistical and economic
impact on liquidity of approaching Price
Bands.
B. Assess the statistical and economic
impact of the Price Bands on erroneous
trades.
C. Assess the statistical and economic
impact of the appropriateness of the
Percentage Parameters used for the Price
Bands.
D. Assess whether the Limit State is the
appropriate length to allow for liquidity
replenishment when a Limit State is reached
because of a temporary liquidity gap.
E. Evaluate concerns from the options
markets regarding the statistical and
economic impact of Limit States on liquidity
and market quality in the options markets.
(Participants that operate options exchange
should also prepare such assessment reports.)
F. Assess whether the process for entering
a Limit State should be adjusted and whether
Straddle States are problematic.
G. Assess whether the process for exiting
a Limit State should be adjusted.
H. Assess whether the Trading Pauses are
too long or short and whether the reopening
procedures should be adjusted.
Dated: March 7, 2013.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013–05635 Filed 3–11–13; 8:45 am]
March 7, 2013.
BILLING CODE 8011–01–P
Rule 613(a)(1) of the Securities
Exchange Act of 1934 (‘‘Exchange
Act’’) 1 requires the Financial Industry
Regulatory Authority, Inc. (‘‘FINRA’’)
and the seventeen registered national
securities exchanges (collectively, the
‘‘SROs’’) to ‘‘jointly file on or before 270
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SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
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Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold a Closed Meeting
on Thursday, March 14, 2013 at 2:00
p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters also may be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(3), (5), (7), 9(B) and (10)
and 17 CFR 200.402(a)(3), (5), (7), 9(ii)
and (10), permit consideration of the
scheduled matters at the Closed
Meeting.
Commissioner Paredes, as duty
officer, voted to consider the items
listed for the Closed Meeting in a closed
session.
The subject matter of the Closed
Meeting will be:
Institution and settlement of injunctive
actions;
Institution and settlement of
administrative proceedings;
An adjudicatory matter; and
Other matters relating to enforcement
proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact the Office of the Secretary at
(202) 551–5400.
[FR Doc. 2013–05762 Filed 3–8–13; 4:15 pm]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69060]
Order Granting a Temporary
Exemption Pursuant to Section 36(a)(1)
of the Securities Exchange Act of 1934
From the Filing Deadline Specified in
Rule 613(a)(1) of the Exchange Act
1 17
E:\FR\FM\12MRN1.SGM
CFR 242.613(a)(1).
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Federal Register / Vol. 78, No. 48 / Tuesday, March 12, 2013 / Notices
days from the date of publication of the
Adopting Release [for Rule 613 of the
Exchange Act 2] in the Federal Register
a national market system plan to govern
the creation, implementation, and
maintenance of a consolidated audit
trail and central repository as required
by [the rule].’’ The Adopting Release for
Rule 613 was published in the Federal
Register on August 1, 2012,3 thus
requiring the national market system
plan (the ‘‘NMS plan’’) to be filed on or
before April 28, 2013.4 On February 8,
2013, the Commission received a
request from the SROs, pursuant to Rule
0–12 under the Exchange Act,5 that the
Securities and Exchange Commission
(‘‘Commission’’) grant a temporary
exemption under Section 36 of the
Exchange Act,6 from the deadline
specified in Rule 613(a)(1) of the
Exchange Act 7 for submitting the NMS
plan to the Commission.8
In the Request Letter, the SROs noted
that Rule 613 requires that they include
in the NMS plan ‘‘cost estimates for the
proposed solution, and a discussion of
the costs and benefits of alternative
solutions considered but not
proposed.’’ 9 They also noted that Rule
613 requires that the NMS plan include
a discussion of ‘‘[t]he process by which
the [SROs] solicited views of their
members and other appropriate parties
regarding the creation, implementation,
and maintenance of the consolidated
audit trail, a summary of the views of
such members and other parties, and
how the [SROs] took such views into
account in preparing the [NMS
plan].’’ 10
In order to satisfy these requirements,
the SROs believe that conducting a
request for proposal (‘‘RFP’’) process is
necessary prior to filing an NMS plan.
The SROs believe that such a process
will ensure that potential alternative
solutions for creating the consolidated
audit trail can be presented to the SROs
for their consideration, and will provide
2 17
CFR 242.613.
Exchange Act Release No. 67457 (July
18, 2012), 77 FR 45722 (August 1, 2012) (‘‘Adopting
Release’’).
4 April 28, 2013, is a Sunday. Therefore, in
accordance with Rule 160(a) of the Commission
Rules of Practice, the deadline for filing the NMS
plan is Monday, April 29, 2013. The SROs,
however, had established an earlier deadline for the
filing of the NMS plan of Friday, April 26, 2013.
5 17 CFR 240.0–12.
6 15 U.S.C. 78mm(a)(1).
7 17 CFR 242.613(a)(1).
8 See Letter from Robert L.D. Colby, Chief Legal
Officer, FINRA, to Elizabeth M. Murphy, Secretary,
Commission, dated February 7, 2013 (the ‘‘Request
Letter’’).
9 See Request Letter (quoting Adopting Release,
supra 3, at 45725).
10 See Request Letter (quoting 17 CFR
242.613(a)(1)(xi)).
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the SROs with information necessary to
prepare a detailed cost/benefit analysis
as required by Rule 613. To ensure that
the RFP process is effective, the SROs
believe the concepts that will be
contained in the RFP should be subject
to public comment before the document
is finalized and formally published. The
SROs believe that public comment will
ensure that the RFP addresses areas of
concerns to the industry and the SROs,
and will also provide potential bidders
with information on the RFP prior to its
formal publication. To this end, the
SROs published an RFP concept
document on December 5, 2012, and
requested public feedback by January
18, 2013.11
The SROs stated in their Request
Letter that they do not believe that the
270-day time period provided for in
Rule 613(a)(1) provides sufficient time
for the development of the RFP,
formulation and submission of bids, and
review and evaluation of such bids. The
SROs also stated that they believe
additional time beyond the 270 days
provided for in Rule 613(a)(1) is
necessary in order to provide sufficient
time for effective consultation with and
input from the industry and the public
on the proposed solution chosen by the
SROs for the creation of the
consolidated audit trail at the
conclusion of the RFP process and the
NMS plan itself. The SROs believe that
such a comment process is necessary in
order to gather information needed to
perform an effective cost/benefit
analysis, including the estimated costs
to broker-dealers and other market
participants of building the
consolidated audit trail in accord with
the proposed solution, as well as to
meaningfully assess and respond to the
comments and draft the final NMS plan
for submission to the Commission.
In the Request Letter, the SROs
provided the following estimated
timeline, which is based on their
current expectation for conducting the
RFP process and drafting the NMS plan:
• December 5, 2012: The SROs
published an RFP concept document
for comment
• January 18, 2013: Deadline to submit
comments on the RFP concept
document made publicly available
(i.e., a 45-day comment period)
• February 2013: The SROs will publish
the final RFP for bids
• March 2013: The SROs will solicit
public comment on certain portions of
the draft NMS plan that are not
dependent on the RFP process and
can benefit from public comment
11 See
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• April 2013: Deadline for submitting
bids in response to the RFP
• July 2013: The SROs will select a
proposed solution after reviewing and
evaluating the RFP bids
• August 2013: The SROs will solicit
public comment on other specific
portions of the proposed NMS plan
that the SROs believe can benefit from
public comment and that incorporate
the RFP process and the proposed
solution, including soliciting
estimates on industry costs
• October 2013: Comments must be
submitted on the proposed solution
(i.e., a 60-day comment period)
• December 6, 2013: The SROs file the
proposed NMS plan with the
Commission
For the reasons set forth above, the
SROs stated that a temporary exemption
from the filing deadline until December
6, 2013 is ‘‘necessary to allow the SROs
to conduct the thoughtful and
comprehensive analysis this important
regulatory initiative deserves.’’ 12 The
SROs also stated their belief that ‘‘the
timeline outlined above will lead to a
significantly better and more informed
process and, as a result, the proposed
solution will be the result of a more
meaningful and careful analysis.’’ 13
Section 36 of the Exchange Act 14
authorizes the Commission, by rule,
regulation, or order, to exempt, either
conditionally or unconditionally, any
person, security, or transaction, or any
class or classes of persons, securities, or
transactions, from any provision or
provisions of the Exchange Act or any
rule or regulation thereunder, to the
extent that such exemption is necessary
or appropriate in the public interest,
and is consistent with the protection of
investors.
After considering the SROs’ proposed
process for developing the NMS plan,
the Commission finds that it is
appropriate in the public interest, and is
consistent with the protection of
investors, to grant the SROs a temporary
exemption from the deadline for filing
the NMS plan contained in Rule
613(a)(1) 15 until December 6, 2013. The
Commission understands that the
creation of a consolidated audit trail is
a significant undertaking and that a
proposed NMS plan must include
detailed information and discussion
about many things, including the
12 See
Request Letter.
13 Id.
14 15
U.S.C. 78mm.
noted above, the current deadline for
submitting the NMS plan is April 29, 2013. This
deadline is calculated pursuant to Rule 613(a)(1)
which requires the NMS plan to be filed 270 days
from the date of publication of the Adopting
Release in the Federal Register. See note 4, supra.
15 As
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methods for reporting the required data;
a detailed estimate of the costs to plan
sponsors and to members of the plan
sponsors of creating, implementing, and
maintaining the consolidated audit trail
(including issues relating to funding of
the consolidated audit trail); an analysis
of the impact on competition, efficiency
and capital formation of creating,
implementing and maintaining the NMS
plan; and a discussion of any reasonable
alternative approaches that the plan
sponsors considered including a
description of any such alternative
approach, the relative advantages and
disadvantages of each such alternative,
including an assessment of the
alternative’s costs and benefits, and the
basis upon which the plan sponsors
selected the approach in the NMS Plan
submitted.16
Additionally, given that the planned
RFP process as described in the Request
Letter is expected to include multiple
solicitations for public comment, the
Commission believes that it is
appropriate in the public interest and
consistent with the protection of
investors to provide the SROs with
additional time. This additional time to
complete the RFP process should allow
the SROs to engage in a more thoughtful
and comprehensive process for the
development of an NMS plan. In this
regard, the Commission notes that the
additional time to solicit comment from
the industry and the public at certain
key points in the development of the
NMS plan could identify issues that can
be resolved earlier in the development
of the consolidated audit trail and prior
to filing the NMS plan with the
Commission. In granting the SROs’
request, the Commission expects the
SROs to work diligently to adhere to the
milestones specified by the SROs in the
Request Letter. The Commission also
expects the SROs to utilize the
additional time to prepare a detailed
and complete NMS plan for the
Commission and the public to consider.
Accordingly, it is hereby ordered,
pursuant to Section 36 of the Exchange
Act,17 that the SROs are temporarily
exempted from the deadline for
submitting the NMS plan to govern the
creation, implementation, and
maintenance of a consolidated audit
trail and central repository contained in
Rule 613(a)(1) until December 6, 2013.
By the Commission.
Kevin M. O’Neill,
Deputy Secretary.
BILLING CODE 8011–01–P
16 See
Rule 613(a)(1).
U.S.C. 78mm.
VerDate Mar<15>2010
17:21 Mar 11, 2013
[Release No. 34–69038; File No. SR–BATS–
2013–016]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing of a
Proposed Rule Change To Modify the
BATS Options Market Maker Obligation
Rule
March 5, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on March 1,
2013, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange has
designated this proposal as a ‘‘noncontroversial’’ proposed rule change
pursuant to Section 19(b)(3)(A) of the
Act 3 and Rule 19b–4(f)(6)(iii)
thereunder,4 which renders it effective
upon filing with 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
The Exchange filed a proposal for the
BATS Options Market (‘‘BATS
Options’’) to amend Rule 22.6(d) in
connection with the upcoming
operation of the Plan to Address
Extraordinary Market Volatility
Pursuant to Rule 608 of Regulation NMS
under the Act (the ‘‘Limit Up-Limit
Down Plan’’ or ‘‘Plan’’).5 The Exchange
is also proposing to amend Rule 22.6(d)
to suspend the obligation of market
makers registered with BATS (‘‘Market
Makers’’) to enter continuous bids and
offers during a halt, suspension, or
pause in trading of the underlying
security (collectively, a ‘‘Trading Halt’’).
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, on the
Commission’s Web site at https://
www.sec.gov, and at the Commission’s
Public Reference Room.
1 15
[FR Doc. 2013–05634 Filed 3–11–13; 8:45 am]
17 15
SECURITIES AND EXCHANGE
COMMISSION
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6)(iii).
5 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012) (the
‘‘Limit Up-Limit Down Release’’).
2 17
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15773
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange currently requires
Market Makers to enter continuous bids
and offers for the options series to
which it is registered in at least 75% of
the options series in which the Market
Maker is registered. The purpose of this
proposed rule change is to amend BATS
Rule 22.6(d) to suspend a Market
Maker’s continuous quoting obligations
when the underlying security is subject
to a ‘‘Limit State’’ or ‘‘Straddle State’’ as
defined Limit in the Up-Limit Down
Plan and during a Trading Halt.
The Limit Up-Limit Down Plan is
designed to prevent executions from
occurring outside of dynamic price
bands disseminated to the public by the
single plan processor as defined in the
Limit Up-Limit Down Plan. Under the
Plan, a Limit State will be declared if
the national best offer equals the lower
price band and does not cross the
national best bid, or the national best
bid equals the upper price band and
does not cross the national best offer. A
Straddle State is when the national best
bid (offer) is below (above) the lower
(upper) price band and the security is
not in a Limit State, and trading in that
security deviates from normal trading
characteristics such that declaring a
trading pause would support the Plan’s
goal to address extraordinary market
volatility. Accordingly, when the
underlying security is in a Limit State
or Straddle State, there will not be a
reliable price for the security to serve as
a benchmark for the price of the related
option. While, in theory, the liquidity
provided by requiring Market Makers to
continue to quote during a Limit or
Straddle State could help to stabilize a
volatile market, without a reliable
benchmark for pricing an option, Market
Makers would likely respond to the
uncertainty by entering very wide
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Agencies
[Federal Register Volume 78, Number 48 (Tuesday, March 12, 2013)]
[Notices]
[Pages 15771-15773]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-05634]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69060]
Order Granting a Temporary Exemption Pursuant to Section 36(a)(1)
of the Securities Exchange Act of 1934 From the Filing Deadline
Specified in Rule 613(a)(1) of the Exchange Act
March 7, 2013.
Rule 613(a)(1) of the Securities Exchange Act of 1934 (``Exchange
Act'') \1\ requires the Financial Industry Regulatory Authority, Inc.
(``FINRA'') and the seventeen registered national securities exchanges
(collectively, the ``SROs'') to ``jointly file on or before 270
[[Page 15772]]
days from the date of publication of the Adopting Release [for Rule 613
of the Exchange Act \2\] in the Federal Register a national market
system plan to govern the creation, implementation, and maintenance of
a consolidated audit trail and central repository as required by [the
rule].'' The Adopting Release for Rule 613 was published in the Federal
Register on August 1, 2012,\3\ thus requiring the national market
system plan (the ``NMS plan'') to be filed on or before April 28,
2013.\4\ On February 8, 2013, the Commission received a request from
the SROs, pursuant to Rule 0-12 under the Exchange Act,\5\ that the
Securities and Exchange Commission (``Commission'') grant a temporary
exemption under Section 36 of the Exchange Act,\6\ from the deadline
specified in Rule 613(a)(1) of the Exchange Act \7\ for submitting the
NMS plan to the Commission.\8\
---------------------------------------------------------------------------
\1\ 17 CFR 242.613(a)(1).
\2\ 17 CFR 242.613.
\3\ Securities Exchange Act Release No. 67457 (July 18, 2012),
77 FR 45722 (August 1, 2012) (``Adopting Release'').
\4\ April 28, 2013, is a Sunday. Therefore, in accordance with
Rule 160(a) of the Commission Rules of Practice, the deadline for
filing the NMS plan is Monday, April 29, 2013. The SROs, however,
had established an earlier deadline for the filing of the NMS plan
of Friday, April 26, 2013.
\5\ 17 CFR 240.0-12.
\6\ 15 U.S.C. 78mm(a)(1).
\7\ 17 CFR 242.613(a)(1).
\8\ See Letter from Robert L.D. Colby, Chief Legal Officer,
FINRA, to Elizabeth M. Murphy, Secretary, Commission, dated February
7, 2013 (the ``Request Letter'').
---------------------------------------------------------------------------
In the Request Letter, the SROs noted that Rule 613 requires that
they include in the NMS plan ``cost estimates for the proposed
solution, and a discussion of the costs and benefits of alternative
solutions considered but not proposed.'' \9\ They also noted that Rule
613 requires that the NMS plan include a discussion of ``[t]he process
by which the [SROs] solicited views of their members and other
appropriate parties regarding the creation, implementation, and
maintenance of the consolidated audit trail, a summary of the views of
such members and other parties, and how the [SROs] took such views into
account in preparing the [NMS plan].'' \10\
---------------------------------------------------------------------------
\9\ See Request Letter (quoting Adopting Release, supra 3, at
45725).
\10\ See Request Letter (quoting 17 CFR 242.613(a)(1)(xi)).
---------------------------------------------------------------------------
In order to satisfy these requirements, the SROs believe that
conducting a request for proposal (``RFP'') process is necessary prior
to filing an NMS plan. The SROs believe that such a process will ensure
that potential alternative solutions for creating the consolidated
audit trail can be presented to the SROs for their consideration, and
will provide the SROs with information necessary to prepare a detailed
cost/benefit analysis as required by Rule 613. To ensure that the RFP
process is effective, the SROs believe the concepts that will be
contained in the RFP should be subject to public comment before the
document is finalized and formally published. The SROs believe that
public comment will ensure that the RFP addresses areas of concerns to
the industry and the SROs, and will also provide potential bidders with
information on the RFP prior to its formal publication. To this end,
the SROs published an RFP concept document on December 5, 2012, and
requested public feedback by January 18, 2013.\11\
---------------------------------------------------------------------------
\11\ See Request Letter.
---------------------------------------------------------------------------
The SROs stated in their Request Letter that they do not believe
that the 270-day time period provided for in Rule 613(a)(1) provides
sufficient time for the development of the RFP, formulation and
submission of bids, and review and evaluation of such bids. The SROs
also stated that they believe additional time beyond the 270 days
provided for in Rule 613(a)(1) is necessary in order to provide
sufficient time for effective consultation with and input from the
industry and the public on the proposed solution chosen by the SROs for
the creation of the consolidated audit trail at the conclusion of the
RFP process and the NMS plan itself. The SROs believe that such a
comment process is necessary in order to gather information needed to
perform an effective cost/benefit analysis, including the estimated
costs to broker-dealers and other market participants of building the
consolidated audit trail in accord with the proposed solution, as well
as to meaningfully assess and respond to the comments and draft the
final NMS plan for submission to the Commission.
In the Request Letter, the SROs provided the following estimated
timeline, which is based on their current expectation for conducting
the RFP process and drafting the NMS plan:
December 5, 2012: The SROs published an RFP concept document
for comment
January 18, 2013: Deadline to submit comments on the RFP
concept document made publicly available (i.e., a 45-day comment
period)
February 2013: The SROs will publish the final RFP for bids
March 2013: The SROs will solicit public comment on certain
portions of the draft NMS plan that are not dependent on the RFP
process and can benefit from public comment
April 2013: Deadline for submitting bids in response to the
RFP
July 2013: The SROs will select a proposed solution after
reviewing and evaluating the RFP bids
August 2013: The SROs will solicit public comment on other
specific portions of the proposed NMS plan that the SROs believe can
benefit from public comment and that incorporate the RFP process and
the proposed solution, including soliciting estimates on industry costs
October 2013: Comments must be submitted on the proposed
solution (i.e., a 60-day comment period)
December 6, 2013: The SROs file the proposed NMS plan with the
Commission
For the reasons set forth above, the SROs stated that a temporary
exemption from the filing deadline until December 6, 2013 is
``necessary to allow the SROs to conduct the thoughtful and
comprehensive analysis this important regulatory initiative deserves.''
\12\ The SROs also stated their belief that ``the timeline outlined
above will lead to a significantly better and more informed process
and, as a result, the proposed solution will be the result of a more
meaningful and careful analysis.'' \13\
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\12\ See Request Letter.
\13\ Id.
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Section 36 of the Exchange Act \14\ authorizes the Commission, by
rule, regulation, or order, to exempt, either conditionally or
unconditionally, any person, security, or transaction, or any class or
classes of persons, securities, or transactions, from any provision or
provisions of the Exchange Act or any rule or regulation thereunder, to
the extent that such exemption is necessary or appropriate in the
public interest, and is consistent with the protection of investors.
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\14\ 15 U.S.C. 78mm.
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After considering the SROs' proposed process for developing the NMS
plan, the Commission finds that it is appropriate in the public
interest, and is consistent with the protection of investors, to grant
the SROs a temporary exemption from the deadline for filing the NMS
plan contained in Rule 613(a)(1) \15\ until December 6, 2013. The
Commission understands that the creation of a consolidated audit trail
is a significant undertaking and that a proposed NMS plan must include
detailed information and discussion about many things, including the
[[Page 15773]]
methods for reporting the required data; a detailed estimate of the
costs to plan sponsors and to members of the plan sponsors of creating,
implementing, and maintaining the consolidated audit trail (including
issues relating to funding of the consolidated audit trail); an
analysis of the impact on competition, efficiency and capital formation
of creating, implementing and maintaining the NMS plan; and a
discussion of any reasonable alternative approaches that the plan
sponsors considered including a description of any such alternative
approach, the relative advantages and disadvantages of each such
alternative, including an assessment of the alternative's costs and
benefits, and the basis upon which the plan sponsors selected the
approach in the NMS Plan submitted.\16\
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\15\ As noted above, the current deadline for submitting the NMS
plan is April 29, 2013. This deadline is calculated pursuant to Rule
613(a)(1) which requires the NMS plan to be filed 270 days from the
date of publication of the Adopting Release in the Federal Register.
See note 4, supra.
\16\ See Rule 613(a)(1).
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Additionally, given that the planned RFP process as described in
the Request Letter is expected to include multiple solicitations for
public comment, the Commission believes that it is appropriate in the
public interest and consistent with the protection of investors to
provide the SROs with additional time. This additional time to complete
the RFP process should allow the SROs to engage in a more thoughtful
and comprehensive process for the development of an NMS plan. In this
regard, the Commission notes that the additional time to solicit
comment from the industry and the public at certain key points in the
development of the NMS plan could identify issues that can be resolved
earlier in the development of the consolidated audit trail and prior to
filing the NMS plan with the Commission. In granting the SROs' request,
the Commission expects the SROs to work diligently to adhere to the
milestones specified by the SROs in the Request Letter. The Commission
also expects the SROs to utilize the additional time to prepare a
detailed and complete NMS plan for the Commission and the public to
consider.
Accordingly, it is hereby ordered, pursuant to Section 36 of the
Exchange Act,\17\ that the SROs are temporarily exempted from the
deadline for submitting the NMS plan to govern the creation,
implementation, and maintenance of a consolidated audit trail and
central repository contained in Rule 613(a)(1) until December 6, 2013.
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\17\ 15 U.S.C. 78mm.
By the Commission.
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-05634 Filed 3-11-13; 8:45 am]
BILLING CODE 8011-01-P