Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Regarding Market Maker Quoting Requirements, 17988-17992 [2013-06716]
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Federal Register / Vol. 78, No. 57 / Monday, March 25, 2013 / Notices
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–
NASDAQ–2013–047 and should be
submitted on or before April 15, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–06731 Filed 3–22–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69175; File No. SR–ISE–
2013–17]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change Regarding Market Maker
Quoting Requirements
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March 19, 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 5,
2013, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III below, which items
have been prepared by the Exchange.
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
rules to make changes to market maker
quoting requirements. The text of the
proposed rule change is available on the
Exchange’s Web site www.ise.com, at
the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
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
self-regulatory organization 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
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to amend Rule 804 regarding
market maker quoting requirements to:
(1) Eliminate Competitive Market Maker
(‘‘CMM’’) pre-opening obligations; (2)
change the CMM quoting requirements
to be based on a percentage of time; and
(3) specify compliance standards for
market maker quoting obligations. All of
the proposed changes are consistent
with the requirements of other options
exchanges. In this respect, the Exchange
believes that the current quotation
requirements act as a competitive
disadvantage that limits its ability to
attract liquidity providers to the ISE.
Moreover, applying quotation standards
that are substantially similar to other
options exchanges will remove a
significant compliance burden on
members who provide liquidity across
multiple options exchanges.
Background
There have been a number of recent
rule filings from other options
exchanges related to market maker
quotation requirements that have
brought the rules of most other options
exchanges substantially in line: The
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Chicago Board Options Exchange
amended its rules relating to continuous
electronic quoting requirements in July
2012; 3 the NASDAQ Options Market
(‘‘NOM’’) eliminated its market maker
pre-opening obligations in August
2012; 4 and NASDAQ OMX PHLX
(‘‘Phlx’’) amended its rules to specify
that compliance with market maker
continuous quoting rules would be
determined on a monthly basis.5 In each
of these filings, the exchanges explained
how the proposed changes were
substantially similar to the requirements
of other options exchanges and
represented that applying a differing
quoting standard placed the exchanges
at a competitive disadvantage. ISE now
seeks to make similar changes to its
rules so that they are substantially
similar to other options exchanges.
Current Quotation Requirements
Pursuant to ISE Rule 804(e)(1),
Primary Market Makers (‘‘PMMs’’) must
maintain continuous quotations in all of
the series of the options classes to
which they are appointed. CMMs do not
have a minimum number of options
classes for which they must enter
quotations. Pursuant to ISE Rule
804(e)(2)(ii), a CMM may initiate
quoting in options classes to which it is
appointed intraday, but only up to the
number of appointed options classes for
which it participated in the opening
rotation on that day. Whenever a CMM
enters a quote in an options class to
which it is appointed, it must maintain
continuous quotations for that series
and at least 60% of the series of the
options class listed on the Exchange
until the close of trading that day.
Preferenced CMMs must maintain
continuous quotations for 90% of the
series. Rule 804 does not define the
meaning of ‘‘continuous’’ nor specify
any compliance standards associated
with the quoting requirements.
CMM Pre-Opening Obligation
The Exchange proposes to eliminate
the requirement that CMMs quote before
the opening in a minimum number of
options classes to put them on par with
market makers on other options
3 Exchange Act Release No. 67410 (July 11, 2012),
77 FR 42040 (July 17, 2012) (SR–CBOE–2012–064)
(the ‘‘CBOE Release’’). This rule change was
effective upon filing pursuant to Section 19(b)(3)(A)
of the Act.
4 Exchange Act Release No. 67722 (August 23,
2012), 77 FR 52375 (August 29, 2012) (SR–
NASDAQ–2012–095) (the ‘‘NOM Release’’). This
rule change was effective upon filing pursuant to
Section 19(b)(3)(A) of the Act.
5 Exchange Act Release No. 67700 (August 21,
2012), 77 FR 51835 (August 27, 2012) (the ‘‘Phlx
Release’’). This rule change was effective upon
filing pursuant to Section 19(b)(3)(A) of the Act.
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exchanges that do not have pre-market
quoting obligations.6 As explained
above, ISE Rule 804(e)(2)(ii) currently
requires CMMs to participate in the
opening in at least half of the classes in
which it enters quotations on a daily
basis. The Exchange proposes to
eliminate this requirement so that
CMMs are not restricted in the number
of options classes they quote during
regular trading hours on this basis. As
a result, CMMs will not have an
obligation to quote any options classes
prior to the opening, just as other
options exchanges (e.g., Phlx and NOM)
do not impose a pre-opening quoting
obligation on their electronic market
makers.
Exchange market makers have
indicated that the Exchange’s
requirement to participate in the
opening for a minimum number of
securities is a deterrent to providing
liquidity on the ISE. Such market
makers have indicated that, unlike other
options exchanges such as Phlx and
NOM, the current ISE rule restricts the
number of option classes in which they
enter quotations during regular market
hours. Thus, the proposed rule change
will level the playing field with respect
to pre-opening obligations while
encouraging greater liquidity on the ISE
during regular trading hours.
Moreover, the Exchange notes that
under the current structure of the rule,
options classes currently may not have
CMM participation in the opening
process and that in such cases the PMM
provides liquidity when necessary.
Accordingly, the proposal will have no
impact on the functioning of the ISE’s
opening process, but will serve to
encourage greater liquidity during
regular trading hours by allowing CMMs
to quote additional options classes. The
Exchange further believes that
eliminating pre-opening obligations
would be pro-competitive in that it will
attract more market makers to the
Exchange, thereby increasing the
amount of liquidity on the ISE.
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Calculation of CMM Continuous
Quotation Requirements
As noted above, currently under ISE
Rule 804(e)(2)(iii), once a CMM chooses
to enter quotations in an options class,
it is required to quote 60% of the series
of the options class (90% for
preferenced CMMs) until the end of the
trading day. The Exchange proposes to
modify this requirement to be 60% of
the time an options class is open for
6 See NOM Release, supra note 4; and Phlx Rule
1014(b)(ii)(D)(1) (continuous quoting requirements
do not include a requirement to enter quotes before
the opening).
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trading on the Exchange (90% of the
time for preferenced market makers).
Currently, some options exchanges,
such as NYSE Amex and NYSE Arca,
apply a 60% minimum quoting
requirement as a percentage of time
rather than as a percentage of the series
of a class.7 Under the proposal, the
Exchange will calculate the percentage
of time a market maker quotes by
dividing the number of minutes a
market maker entered quotes in series of
an options class (the numerator) by the
total minutes all series of the options
class were open for trading on the
Exchange (denominator).8
The Exchange believes that imposing
minimum CMM quoting requirements
based on a percentage of series or as a
percentage of time achieves the same
result in terms of the amount of
liquidity being provided by a market
maker, but that measuring market maker
participation in terms of a percentage
time is a more reasonable and fair way
of evaluating whether market makers are
providing appropriate levels of liquidity
to the market. For example, when
measured as a percentage of series, a
market maker that continuously quoted
80% of the series of an options class for
an entire day, except for a 5 minute
period where it quoted only 58% of the
series, may be deemed in violation of
the current minimum quoting
requirement, even though such market
maker provided more liquidity to the
market than a CMM that continuously
quoted the minimum 60% of the series
for the entire day.9 Accordingly, the
Exchange believes that measuring the
minimum quoting requirements in
terms of a percentage of time, in the
same manner as NYSE Amex and NYSE
Arca are doing currently, will more
fairly achieve the objective of the
minimum quoting requirements.
Quotation Compliance Standards
Rule 804 does not currently contain
any standards by which compliance
with market maker continuous
quotation requirements are measured.
Specifically, Rule 804 does not provide
any guidance on how market makers
7 NYSE Amex Rule 925.1NY(c); and NYSE Arca
Rule 6.37B(c).
8 For example, if a market maker quotes an
options class that has 150 series all of which
opened at 9:30 a.m. the denominator will be 150 ×
390 minutes, or 58,500 minutes. The minimum
CMM quoting requirement would therefore be
35,100 minutes (60% of 58,500 minutes).
9 If an options class has 100 options series, a
market maker that quotes 60% of the series
continuously for an entire trading day provides
liquidity for 60 series × 390 minutes, which equals
23,400 minutes. A market maker that provides
liquidity for 80 series for 385 minutes and 58 series
for 5 minutes provides liquidity for a total of 31,090
minutes.
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satisfy their continuous quotation
requirements, nor the method by which
the Exchange reviews whether a market
maker has met its quoting obligations. In
contrast, Phlx and CBOE rules specify
that market makers must quote 90% of
the time to meet their continuous
quotation requirements.10 Many
exchanges also have established a time
period of one month to determine
whether a market maker has met its
quoting obligation, stating that
compliance with the continuous quoting
obligations will be determined
collectively across all options classes on
a monthly basis.11 These exchanges’
rules also explicitly state that periods
where market makers fail to maintain
continuous quotes due to technical
problems are not considered when
determining whether market makers
satisfied their quoting obligations.12 The
Exchange proposes to adopt similar
provisions under ISE Rule 804.
Specifically, the Exchange proposes to
state in Supplementary Material to Rule
804 that PMMs shall be deemed to have
provided continuous quotes pursuant to
Rule 804(e)(1) if they provide two-sided
quotes for 90% of the time that the
Exchange is open for trading.13 The
Exchange further proposes to state that
compliance with the PMM and CMM
quoting requirements will be applied to
all options classes quoted collectively
on a daily basis and will be determined
on a monthly basis.14 Further, the
Exchange proposes to specify that if a
technical failure or limitation of a
system of the Exchange prevents a
10 Phlx Rule 1014(b)(ii)(D); CBOE Rule 1.1(ccc) (as
amended by CBOE Release, supra note 3).
11 Phlx Release, supra note 5; NYSE Amex Rule
925.1NY and NYSE Arca Rule 6.37B.
12 Id. Market makers will be required to promptly
notify the Exchange of any technical problems that
prevent them from maintaining continuous quotes.
In normal circumstances, such notification should
be made on the same trading day.
13 This provision would apply only to PMMs and
not to CMMs, as CMMs would no longer have an
obligation to continuously quote a minimum
number of series under the proposal. To calculate
whether a PMM has maintained quotations for at
least 90% of the time, the Exchange will divide the
total number of minutes a PMM maintained
quotations in options series of a class (the
numerator) by the total minutes all series of the
options class were open for trading on the Exchange
(the denominator).
14 Compliance with market maker quoting
obligations will be determined on a monthly basis.
However, the ability of the Exchange to determine
compliance on a monthly basis does not: (1) Relieve
market makers from their obligation to meet daily
quoting requirements in Rule 804; and (2) prohibit
the Exchange from bringing disciplinary action
against a market maker for failure to meet its daily
quoting requirements set forth in Rule 804. The
Exchange provides daily reports to market makers
to enable them to monitor their compliance with
quoting requirements. The Exchange will continue
to provide such daily reports and to monitor market
maker compliance on a daily basis.
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market maker from maintaining, or
prevents a market maker from
communicating to the Exchange, timely
and accurate quotes, the duration of
such failure will not be considered in
determining whether the market maker
has satisfied its quoting obligations.
Additionally the proposed text states
that the Exchange may consider other
exceptions to the continuous quoting
obligation based on demonstrated legal
or regulatory requirements or other
mitigating circumstances. Finally, the
Exchange proposes to specify that the
CMM continuous quoting requirements
do not include adjusted options series
or long-term options.15 All of these
proposed changes are consistent with
the rules of other options exchanges.16
The proposal assures that compliance
standards for two-sided quoting will be
the same on the ISE as on other options
exchanges. The Exchange believes these
standards are appropriate, and that
applying consistent standards across
options exchanges lessens compliance
burdens on members and reduces the
potential for regulatory arbitrage.
Specifically, specifying that PMMs
satisfy their quoting obligations if they
quote at least 90% of the time will
provide clarity and allow PMMs to
better monitor whether they are in
15 Adjusted options series are series wherein, as
a result of a corporate action by the issuer of the
underlying security, one options contract in the
series represents the delivery of other than 100
shares of underlying stock or exchange-traded fund
shares. Long-term options are series with a time to
expiration of nine (9) months or greater for options
on equities and exchange-traded funds, and options
with a time to expiration of twelve (12) months or
greater for index options. CMMs may choose to
quote such series in addition to regular series in the
options class, but such quotations will not be
considered when determining whether a CMM has
met the obligation contained in paragraph (e)(2)(iii).
Thus, such series are not included in the
denominator nor are any quotes entered in such
series included in the numerator when the
Exchange calculates the percentage of time a market
maker has quoted an options class. See supra note
8 and accompanying text. This exclusion is limited
to CMM quoting requirements. The PMM quoting
requirements include all series of an appointed
options class, including adjusted series and longterm options. A CMM that chooses to quote
adjusted series and/or long-term options must meet
all of the quoting obligations applicable to CMMs
generally, and may be preferenced in such series
and receive enhanced allocations pursuant to ISE
Rule 713, Supplementary Material .03, only if it
complies with the heightened 90% quoting
requirement contained in Rule 804(e)(2)(iii).
16 With respect to compliance standards, see
CBOE Rule 1.1(ccc); NYSE Arca Rule 6.37B; NYSE
Amex Rule 925.1NY; and Phlx Rule 1014(d)(4).
With respect to excluding adjusted series and long
term options from the CMM quoting obligation, see
CBOE Rule 8.7(d)(ii)(B) (requiring market makers to
maintain continuous electronic quotes in 60% of
the non-adjusted options series that have a time to
expiration of less than nine months); NYSE Arca
Rule 6.37B, Commentary .01; NYSE Amex Rule
9.25.1NY, Commentary .01; and Phlx Rule
1014(d)(4).
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compliance with their continuous
quoting obligations.17 Moreover, the
Exchange believes that applying the
quoting requirements for market makers
collectively across all options classes
and measuring such compliance over a
monthly basis is a fair and more
efficient way for the Exchange and
market participants to evaluate
compliance with market maker
continuous quoting requirements.18
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Securities Exchange
Act of 1934 19 (the ‘‘Act’’) in general,
and furthers the objectives of Section
6(b)(5) of the Act 20 in particular, in that
it is designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general to protect investors and the
public interest. All of the proposed
changes are consistent with standards
currently in place at other options
exchanges. As such, the proposed
change conform ISE market maker
obligations to the requirements of
competing markets, which will promote
the application of consistent trading
practices across markets that provide
market makers with similar benefits. In
this respect, the Exchange notes that
CBOE, Phlx and NYSE Amex all have
market structures that allocate trades to
market makers in a manner similar to
the ISE.21 However, the Exchange also
notes that the same market maker
obligations currently are being applied
on competitive exchanges to options
classes traded in a price-time market
structure (such as Arca). While these
different markets and market structures
may provide slightly different benefits
to market makers, the Exchange does
not believe these differences are
sufficient to out-weigh the significant
existing competitive burden applying
17 See
supra note 14.
the basis of the daily reports, the Exchange
will continue to inform market makers if they are
failing to achieve their quoting requirements.
Moreover, on the basis of daily monitoring activity,
the Exchange can determine whether market makers
violated any other Exchange rules such as, for
example, Rule 400 regarding just and equitable
principles of trade. Such daily monitoring will
allow the Exchange to investigate unusual activity
and to take appropriate regulatory action.
19 15 U.S.C. 78f(b).
20 15 U.S.C. 78f(b)(5).
21 See, e.g., CBOE Rule 6.45A and NYSE Amex
Rule 964NY.
18 On
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more stringent quotation requirements
places on the Exchange.
Specifically, with respect to the
proposal to eliminate the requirement
that CMMs quote before the opening in
a minimum number of options classes,
the Exchange believes that the proposal
removes a requirement that is
unnecessary, as evidenced by the fact
that it does not exist on other
competitive markets. The Exchange
operates in a highly competitive market
comprised of eleven U.S. options
exchanges in which sophisticated and
knowledgeable market participants can,
and do, send order flow and/or provide
liquidity to competing exchanges if they
deem trading practices at a particular
exchange to be onerous or cumbersome.
With this proposal, ISE market makers
will be relieved of a requirement that
limits their ability to provide liquidity
during regular market hours and places
a burden upon them that does not exist
on other competitive markets with
similar market structures. The Exchange
believes that eliminating pre-opening
quoting obligations will attract more
CMMs to the Exchange, thereby
increasing competition and liquidity on
the ISE.
With respect to the proposal to base
the CMMs minimum quotation
requirements on a percentage of time
rather than as a percentage of series, the
Exchange believes that that measuring
market maker participation in terms of
a percentage of time is a more
reasonable and fair way of evaluating
whether market makers are providing
appropriate levels of liquidity to the
market. Moreover, the Exchange
believes that measuring the minimum
quoting requirements in terms of a
percentage of time, as NYSE Amex and
NYSE Arca are doing currently, will
provide a better measure of the level of
liquidity being provided by market
makers.
Finally, with respect to compliance
standards, the Exchange believes that
adopting the proposed standards will
enhance compliance efforts by market
makers and the Exchange, and are
consistent with the requirements
currently in place on other exchanges.
The proposal ensures that compliance
standards for continuous quoting will be
the same on the Exchange as on other
options exchanges, and the proposal to
exclude adjusted series and long-term
options from the CMM continuous
quoting requirements assures that the
quotation requirements are being
applied similarly across exchanges,
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such as the CBOE, Phlx, NYSE Amex
and NYSE Arca.22
While under the proposal the quoting
requirements are changing, the
Exchange does not believe that these
changes reduce the overall obligations
applicable to market makers. In this
respect, the Exchange notes that such
market makers are subject to many
obligations, including the obligation to
maintain a fair and orderly market in
their appointed classes, which the
Exchange believes eliminates the risk of
a material decrease in liquidity. In
addition to this and other requirements
applicable to market maker quotations
under Rules 803 and 804, PMMs
continue to have an obligation to
conduct the opening and enter
continuous quotations in all of the
series of their appointed options classes
and to do so within maximum spread
requirements. CMMs have an obligation
to maintain continuous quotes for at
least 60% of the time the options class
is open for trading on the Exchange (as
opposed to 60% of the series), and to do
so within maximum spread
requirements. Preferenced market
makers will continue to have a heighted
quotation requirement, as they are
required to maintain continuous quotes
for at least 90% of the time the options
class is open for trading on the
Exchange (as opposed to 90% of the
series) and to do so within maximum
spread requirements. Additionally,
CMMs will continue to be obligated to
enter quotes whenever, in the judgment
of an Exchange official, it is necessary
to do so in the interest of fair and
orderly markets.23 Accordingly, the
benefits the proposed rule change
confers upon market makers are offset
by the continued responsibilities to
provide significant liquidity to the
22 See supra note 16. In this respect, the Exchange
notes that NYSE Arca and NYSE Amex exclude
adjusted series and long-term options from the
quoting requirements for all market makers,
including those markets’ equivalent of the ISE’s
PMMs. For quote mitigation purposes, Arca only
disseminates quotes in active options series. NYSE
Arca Rule 6.86, Commentary .03, and NYSE Amex
Rule 970.1NY. The ISE, however, has not
implemented a similar approach to quote
mitigation. Rather, the ISE disseminates quotations
in all options series listed on the exchange, and
pursuant to ISE Rule 804(e)(1) the ISE requires
PMMs to maintain continuous quotations in all
listed series of their appointed options classes,
including adjusted series and long-term options.
Thus, the Exchange does not believe that it is
necessary to require CMMs to quote such series,
and that it is appropriate to exclude such options
series from the CMM quoting requirements
contained in ISE Rule 804(e)(ii) in the interest of
applying consistent standards across exchanges for
non-specialist market makers, such as CBOE and
Phlx, as well as NYSE Arca and NYSE Amex. See
supra note 16.
23 ISE Rule 804(e)((2)(iv).
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market to the benefit of market
participants.
For the foregoing reasons, the
Exchange believes that the balance
between the benefits provided to market
makers and the obligations imposed
upon market makers by the proposed
rule change is appropriate.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange believes that the
current quotation requirements act as a
competitive disadvantage that limits the
ISE’s ability to attract liquidity
providers. The proposal is comparable
to current rules at competing options
exchanges related to market-maker
continuous quoting obligations and will
ensure fair competition among the
options exchange that provide market
makers with similar benefits.
Accordingly, the Exchange believes that
the proposal will enable the Exchange to
attract additional CMMs, thereby
increasing competition and liquidity on
the ISE.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not significantly affect the
protection of investors or the public
interest, does not impose any significant
burden on competition, and, by its
terms, does not become operative for 30
days from the date on which it was
filed, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) 24 of the Act and Rule 19b–
4(f)(6) 25 thereunder. The Exchange
provided the Commission with written
notice of its 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 the proposed
rule change.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
24 15
25 17
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U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
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17991
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–ISE–2013–17 on the subject
line.
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–ISE–2013–17. 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 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–ISE–
2013–17 and should be submitted on or
before April 15, 2013.
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17992
Federal Register / Vol. 78, No. 57 / Monday, March 25, 2013 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.26
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–06716 Filed 3–22–13; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF STATE
[Public Notice 8254]
Additional Designation of Three North
Korean Individuals Pursuant to
Executive Order 13382
Department of State.
ACTION: Designation of Pak To-Chun,
Chu Kyu-Chang, and O Kuk-Ryol
Pursuant to E.O. 13382.
AGENCY:
Pursuant to the authority in
section 1(ii) of Executive Order 13382,
‘‘Blocking Property of Weapons of Mass
Destruction Proliferators and Their
Supporters’’, the State Department, in
consultation with the Secretary of the
Treasury and the Attorney General, has
determined that Pak To-Chun, Chu KyuChang, and O Kuk-Ryol have engaged,
or attempted to engage, in activities or
transactions that have materially
contributed to, or pose a risk of
materially contributing to, the
proliferation of weapons of mass
destruction or their means of delivery
(including missiles capable of delivering
such weapons), including any efforts to
manufacture, acquire, possess, develop,
transport, transfer or use such items, by
any person or foreign country of
proliferation concern.
DATES: The designation by the Under
Secretary of State for Arms Control and
International Security of the individuals
identified in this notice pursuant to
Executive Order 13382 is effective on
March 11, 2013.
FOR FURTHER INFORMATION CONTACT:
Director, Office of Counterproliferation
Initiatives, Bureau of International
Security and Nonproliferation,
Department of State, Washington, DC
20520, tel.: 202–647–5193.
SUMMARY:
mstockstill on DSK4VPTVN1PROD with NOTICES
Background
On June 28, 2005, the President,
invoking the authority, inter alia, of the
International Emergency Economic
Powers Act (50 U.S.C. 1701–1706)
(‘‘IEEPA’’), issued Executive Order
13382 (70 FR 38567, July 1, 2005) (the
‘‘Order’’), effective at 12:01 a.m. eastern
daylight time on June 30, 2005. In the
Order the President took additional
steps with respect to the national
26 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
17:34 Mar 22, 2013
Jkt 229001
emergency described and declared in
Executive Order 12938 of November 14,
1994, regarding the proliferation of
weapons of mass destruction and the
means of delivering them.
Section 1 of the Order blocks, with
certain exceptions, all property and
interests in property that are in the
United States, or that hereafter come
within the United States or that are or
hereafter come within the possession or
control of United States persons, of: (1)
The persons listed in the Annex to the
Order; (2) any foreign person
determined by the Secretary of State, in
consultation with the Secretary of the
Treasury, the Attorney General, and
other relevant agencies, to have
engaged, or attempted to engage, in
activities or transactions that have
materially contributed to, or pose a risk
of materially contributing to, the
proliferation of weapons of mass
destruction or their means of delivery
(including missiles capable of delivering
such weapons), including any efforts to
manufacture, acquire, possess, develop,
transport, transfer or use such items, by
any person or foreign country of
proliferation concern; (3) any person
determined by the Secretary of the
Treasury, in consultation with the
Secretary of State, the Attorney General,
and other relevant agencies, to have
provided, or attempted to provide,
financial, material, technological or
other support for, or goods or services
in support of, any activity or transaction
described in clause (2) above or any
person whose property and interests in
property are blocked pursuant to the
Order; and (4) any person determined
by the Secretary of the Treasury, in
consultation with the Secretary of State,
the Attorney General, and other relevant
agencies, to be owned or controlled by,
or acting or purporting to act for or on
behalf of, directly or indirectly, any
person whose property and interests in
property are blocked pursuant to the
Order.
Information on the additional
designees is as follows:
PAK TO–CHUN
A.K.A.: Pak To’-Ch’un
A.K.A.: Pak Do Chun
D.O.B.: March 9, 1944; P.O.B.
P.O.B.: Nangim County, Chagang
Province, DPRK
CHU KYU–CHANG
A.K.A.: Chu Kyu-Ch’ang
A.K.A.: Ju Kyu-Chang
D.O.B.: November 25, 1928
P.O.B.: Hamju County, South Hamgyong
Province, DPRK
PO 00000
Frm 00073
Fmt 4703
Sfmt 4703
O KUK–RYOL
A.K.A.: O Ku’k-ryo’l
D.O.B.: 7 January 1930
P.O.B.: Onso’ng County, North
Hamgyo’ng Province, DPRK
Dated: March 11, 2013.
Rose Gottemoeller,
Under Secretary for Arms Control and
International Security Department of State,
Acting.
[FR Doc. 2013–06752 Filed 3–22–13; 8:45 am]
BILLING CODE 4710–27–P
DEPARTMENT OF STATE
[Public Notice 8251]
Preparations for the International
Telecommunication Union World
Telecommunication Development
Conference (ITU WTDC 2014)
This notice announces
meetings of the Department of State’s
International Telecommunication
Advisory Committee (ITAC) to review
the activities of its ad hoc group for
preparations for the ITU World
Telecommunication Development
Conference (WTDC 2014), as well as
preparations for other, related meetings
at the ITU.
The ITAC will meet on April 17, 2013
at 2PM EDT to review the work already
performed in the ITAC–D ad hoc and
the plans for preparation for related ITU
meetings for the rest of this year. This
meeting of the ITAC will be held at the
Department of State, followed by
additional meetings of the ITAC–D ad
hoc of the ITAC on April 30, 2013 at
1300 Eye Street NW., Washington, DC
fourth floor West Tower. Subsequent
meetings of the ITAC–D and other ad
hocs will be scheduled later.
Details on these ITAC–D ad hoc
meetings for preparations for WTDC14
will be announced on the Department of
State’s email list, ITAC–
D@lmlist.state.gov. Meetings of other ad
hocs will be initially announced on the
list: ITAC@lmlist.state.gov. Use of these
lists is limited to meeting
announcements and confirmations,
distribution of agendas and other
meeting documents such as
Contributions.
People desiring further information
on these preparatory meetings,
including those wishing to request
reasonable accommodation to attend the
meeting and those who wish to
participate in the ITAC or ITAC–D lists,
should contact the Secretariat at both
minardje@state.gov and
jminard@artelinc.com.
Attendance at these meetings is open
to the public as seating capacity allows.
SUMMARY:
E:\FR\FM\25MRN1.SGM
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Agencies
[Federal Register Volume 78, Number 57 (Monday, March 25, 2013)]
[Notices]
[Pages 17988-17992]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-06716]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69175; File No. SR-ISE-2013-17]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change Regarding Market Maker Quoting Requirements
March 19, 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 5, 2013, the International Securities Exchange, LLC (the
``Exchange'' or the ``ISE'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I, II, and III below, which items have been prepared by the
Exchange. 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.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its rules to make changes to market
maker quoting requirements. The text of the proposed rule change is
available on the Exchange's Web site www.ise.com, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the 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 self-regulatory organization 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to amend Rule 804
regarding market maker quoting requirements to: (1) Eliminate
Competitive Market Maker (``CMM'') pre-opening obligations; (2) change
the CMM quoting requirements to be based on a percentage of time; and
(3) specify compliance standards for market maker quoting obligations.
All of the proposed changes are consistent with the requirements of
other options exchanges. In this respect, the Exchange believes that
the current quotation requirements act as a competitive disadvantage
that limits its ability to attract liquidity providers to the ISE.
Moreover, applying quotation standards that are substantially similar
to other options exchanges will remove a significant compliance burden
on members who provide liquidity across multiple options exchanges.
Background
There have been a number of recent rule filings from other options
exchanges related to market maker quotation requirements that have
brought the rules of most other options exchanges substantially in
line: The Chicago Board Options Exchange amended its rules relating to
continuous electronic quoting requirements in July 2012; \3\ the NASDAQ
Options Market (``NOM'') eliminated its market maker pre-opening
obligations in August 2012; \4\ and NASDAQ OMX PHLX (``Phlx'') amended
its rules to specify that compliance with market maker continuous
quoting rules would be determined on a monthly basis.\5\ In each of
these filings, the exchanges explained how the proposed changes were
substantially similar to the requirements of other options exchanges
and represented that applying a differing quoting standard placed the
exchanges at a competitive disadvantage. ISE now seeks to make similar
changes to its rules so that they are substantially similar to other
options exchanges.
---------------------------------------------------------------------------
\3\ Exchange Act Release No. 67410 (July 11, 2012), 77 FR 42040
(July 17, 2012) (SR-CBOE-2012-064) (the ``CBOE Release''). This rule
change was effective upon filing pursuant to Section 19(b)(3)(A) of
the Act.
\4\ Exchange Act Release No. 67722 (August 23, 2012), 77 FR
52375 (August 29, 2012) (SR-NASDAQ-2012-095) (the ``NOM Release'').
This rule change was effective upon filing pursuant to Section
19(b)(3)(A) of the Act.
\5\ Exchange Act Release No. 67700 (August 21, 2012), 77 FR
51835 (August 27, 2012) (the ``Phlx Release''). This rule change was
effective upon filing pursuant to Section 19(b)(3)(A) of the Act.
---------------------------------------------------------------------------
Current Quotation Requirements
Pursuant to ISE Rule 804(e)(1), Primary Market Makers (``PMMs'')
must maintain continuous quotations in all of the series of the options
classes to which they are appointed. CMMs do not have a minimum number
of options classes for which they must enter quotations. Pursuant to
ISE Rule 804(e)(2)(ii), a CMM may initiate quoting in options classes
to which it is appointed intraday, but only up to the number of
appointed options classes for which it participated in the opening
rotation on that day. Whenever a CMM enters a quote in an options class
to which it is appointed, it must maintain continuous quotations for
that series and at least 60% of the series of the options class listed
on the Exchange until the close of trading that day. Preferenced CMMs
must maintain continuous quotations for 90% of the series. Rule 804
does not define the meaning of ``continuous'' nor specify any
compliance standards associated with the quoting requirements.
CMM Pre-Opening Obligation
The Exchange proposes to eliminate the requirement that CMMs quote
before the opening in a minimum number of options classes to put them
on par with market makers on other options
[[Page 17989]]
exchanges that do not have pre-market quoting obligations.\6\ As
explained above, ISE Rule 804(e)(2)(ii) currently requires CMMs to
participate in the opening in at least half of the classes in which it
enters quotations on a daily basis. The Exchange proposes to eliminate
this requirement so that CMMs are not restricted in the number of
options classes they quote during regular trading hours on this basis.
As a result, CMMs will not have an obligation to quote any options
classes prior to the opening, just as other options exchanges (e.g.,
Phlx and NOM) do not impose a pre-opening quoting obligation on their
electronic market makers.
---------------------------------------------------------------------------
\6\ See NOM Release, supra note 4; and Phlx Rule
1014(b)(ii)(D)(1) (continuous quoting requirements do not include a
requirement to enter quotes before the opening).
---------------------------------------------------------------------------
Exchange market makers have indicated that the Exchange's
requirement to participate in the opening for a minimum number of
securities is a deterrent to providing liquidity on the ISE. Such
market makers have indicated that, unlike other options exchanges such
as Phlx and NOM, the current ISE rule restricts the number of option
classes in which they enter quotations during regular market hours.
Thus, the proposed rule change will level the playing field with
respect to pre-opening obligations while encouraging greater liquidity
on the ISE during regular trading hours.
Moreover, the Exchange notes that under the current structure of
the rule, options classes currently may not have CMM participation in
the opening process and that in such cases the PMM provides liquidity
when necessary. Accordingly, the proposal will have no impact on the
functioning of the ISE's opening process, but will serve to encourage
greater liquidity during regular trading hours by allowing CMMs to
quote additional options classes. The Exchange further believes that
eliminating pre-opening obligations would be pro-competitive in that it
will attract more market makers to the Exchange, thereby increasing the
amount of liquidity on the ISE.
Calculation of CMM Continuous Quotation Requirements
As noted above, currently under ISE Rule 804(e)(2)(iii), once a CMM
chooses to enter quotations in an options class, it is required to
quote 60% of the series of the options class (90% for preferenced CMMs)
until the end of the trading day. The Exchange proposes to modify this
requirement to be 60% of the time an options class is open for trading
on the Exchange (90% of the time for preferenced market makers).
Currently, some options exchanges, such as NYSE Amex and NYSE Arca,
apply a 60% minimum quoting requirement as a percentage of time rather
than as a percentage of the series of a class.\7\ Under the proposal,
the Exchange will calculate the percentage of time a market maker
quotes by dividing the number of minutes a market maker entered quotes
in series of an options class (the numerator) by the total minutes all
series of the options class were open for trading on the Exchange
(denominator).\8\
---------------------------------------------------------------------------
\7\ NYSE Amex Rule 925.1NY(c); and NYSE Arca Rule 6.37B(c).
\8\ For example, if a market maker quotes an options class that
has 150 series all of which opened at 9:30 a.m. the denominator will
be 150 x 390 minutes, or 58,500 minutes. The minimum CMM quoting
requirement would therefore be 35,100 minutes (60% of 58,500
minutes).
---------------------------------------------------------------------------
The Exchange believes that imposing minimum CMM quoting
requirements based on a percentage of series or as a percentage of time
achieves the same result in terms of the amount of liquidity being
provided by a market maker, but that measuring market maker
participation in terms of a percentage time is a more reasonable and
fair way of evaluating whether market makers are providing appropriate
levels of liquidity to the market. For example, when measured as a
percentage of series, a market maker that continuously quoted 80% of
the series of an options class for an entire day, except for a 5 minute
period where it quoted only 58% of the series, may be deemed in
violation of the current minimum quoting requirement, even though such
market maker provided more liquidity to the market than a CMM that
continuously quoted the minimum 60% of the series for the entire
day.\9\ Accordingly, the Exchange believes that measuring the minimum
quoting requirements in terms of a percentage of time, in the same
manner as NYSE Amex and NYSE Arca are doing currently, will more fairly
achieve the objective of the minimum quoting requirements.
---------------------------------------------------------------------------
\9\ If an options class has 100 options series, a market maker
that quotes 60% of the series continuously for an entire trading day
provides liquidity for 60 series x 390 minutes, which equals 23,400
minutes. A market maker that provides liquidity for 80 series for
385 minutes and 58 series for 5 minutes provides liquidity for a
total of 31,090 minutes.
---------------------------------------------------------------------------
Quotation Compliance Standards
Rule 804 does not currently contain any standards by which
compliance with market maker continuous quotation requirements are
measured. Specifically, Rule 804 does not provide any guidance on how
market makers satisfy their continuous quotation requirements, nor the
method by which the Exchange reviews whether a market maker has met its
quoting obligations. In contrast, Phlx and CBOE rules specify that
market makers must quote 90% of the time to meet their continuous
quotation requirements.\10\ Many exchanges also have established a time
period of one month to determine whether a market maker has met its
quoting obligation, stating that compliance with the continuous quoting
obligations will be determined collectively across all options classes
on a monthly basis.\11\ These exchanges' rules also explicitly state
that periods where market makers fail to maintain continuous quotes due
to technical problems are not considered when determining whether
market makers satisfied their quoting obligations.\12\ The Exchange
proposes to adopt similar provisions under ISE Rule 804.
---------------------------------------------------------------------------
\10\ Phlx Rule 1014(b)(ii)(D); CBOE Rule 1.1(ccc) (as amended by
CBOE Release, supra note 3).
\11\ Phlx Release, supra note 5; NYSE Amex Rule 925.1NY and NYSE
Arca Rule 6.37B.
\12\ Id. Market makers will be required to promptly notify the
Exchange of any technical problems that prevent them from
maintaining continuous quotes. In normal circumstances, such
notification should be made on the same trading day.
---------------------------------------------------------------------------
Specifically, the Exchange proposes to state in Supplementary
Material to Rule 804 that PMMs shall be deemed to have provided
continuous quotes pursuant to Rule 804(e)(1) if they provide two-sided
quotes for 90% of the time that the Exchange is open for trading.\13\
The Exchange further proposes to state that compliance with the PMM and
CMM quoting requirements will be applied to all options classes quoted
collectively on a daily basis and will be determined on a monthly
basis.\14\ Further, the Exchange proposes to specify that if a
technical failure or limitation of a system of the Exchange prevents a
[[Page 17990]]
market maker from maintaining, or prevents a market maker from
communicating to the Exchange, timely and accurate quotes, the duration
of such failure will not be considered in determining whether the
market maker has satisfied its quoting obligations. Additionally the
proposed text states that the Exchange may consider other exceptions to
the continuous quoting obligation based on demonstrated legal or
regulatory requirements or other mitigating circumstances. Finally, the
Exchange proposes to specify that the CMM continuous quoting
requirements do not include adjusted options series or long-term
options.\15\ All of these proposed changes are consistent with the
rules of other options exchanges.\16\
---------------------------------------------------------------------------
\13\ This provision would apply only to PMMs and not to CMMs, as
CMMs would no longer have an obligation to continuously quote a
minimum number of series under the proposal. To calculate whether a
PMM has maintained quotations for at least 90% of the time, the
Exchange will divide the total number of minutes a PMM maintained
quotations in options series of a class (the numerator) by the total
minutes all series of the options class were open for trading on the
Exchange (the denominator).
\14\ Compliance with market maker quoting obligations will be
determined on a monthly basis. However, the ability of the Exchange
to determine compliance on a monthly basis does not: (1) Relieve
market makers from their obligation to meet daily quoting
requirements in Rule 804; and (2) prohibit the Exchange from
bringing disciplinary action against a market maker for failure to
meet its daily quoting requirements set forth in Rule 804. The
Exchange provides daily reports to market makers to enable them to
monitor their compliance with quoting requirements. The Exchange
will continue to provide such daily reports and to monitor market
maker compliance on a daily basis.
\15\ Adjusted options series are series wherein, as a result of
a corporate action by the issuer of the underlying security, one
options contract in the series represents the delivery of other than
100 shares of underlying stock or exchange-traded fund shares. Long-
term options are series with a time to expiration of nine (9) months
or greater for options on equities and exchange-traded funds, and
options with a time to expiration of twelve (12) months or greater
for index options. CMMs may choose to quote such series in addition
to regular series in the options class, but such quotations will not
be considered when determining whether a CMM has met the obligation
contained in paragraph (e)(2)(iii). Thus, such series are not
included in the denominator nor are any quotes entered in such
series included in the numerator when the Exchange calculates the
percentage of time a market maker has quoted an options class. See
supra note 8 and accompanying text. This exclusion is limited to CMM
quoting requirements. The PMM quoting requirements include all
series of an appointed options class, including adjusted series and
long-term options. A CMM that chooses to quote adjusted series and/
or long-term options must meet all of the quoting obligations
applicable to CMMs generally, and may be preferenced in such series
and receive enhanced allocations pursuant to ISE Rule 713,
Supplementary Material .03, only if it complies with the heightened
90% quoting requirement contained in Rule 804(e)(2)(iii).
\16\ With respect to compliance standards, see CBOE Rule
1.1(ccc); NYSE Arca Rule 6.37B; NYSE Amex Rule 925.1NY; and Phlx
Rule 1014(d)(4). With respect to excluding adjusted series and long
term options from the CMM quoting obligation, see CBOE Rule
8.7(d)(ii)(B) (requiring market makers to maintain continuous
electronic quotes in 60% of the non-adjusted options series that
have a time to expiration of less than nine months); NYSE Arca Rule
6.37B, Commentary .01; NYSE Amex Rule 9.25.1NY, Commentary .01; and
Phlx Rule 1014(d)(4).
---------------------------------------------------------------------------
The proposal assures that compliance standards for two-sided
quoting will be the same on the ISE as on other options exchanges. The
Exchange believes these standards are appropriate, and that applying
consistent standards across options exchanges lessens compliance
burdens on members and reduces the potential for regulatory arbitrage.
Specifically, specifying that PMMs satisfy their quoting obligations if
they quote at least 90% of the time will provide clarity and allow PMMs
to better monitor whether they are in compliance with their continuous
quoting obligations.\17\ Moreover, the Exchange believes that applying
the quoting requirements for market makers collectively across all
options classes and measuring such compliance over a monthly basis is a
fair and more efficient way for the Exchange and market participants to
evaluate compliance with market maker continuous quoting
requirements.\18\
---------------------------------------------------------------------------
\17\ See supra note 14.
\18\ On the basis of the daily reports, the Exchange will
continue to inform market makers if they are failing to achieve
their quoting requirements. Moreover, on the basis of daily
monitoring activity, the Exchange can determine whether market
makers violated any other Exchange rules such as, for example, Rule
400 regarding just and equitable principles of trade. Such daily
monitoring will allow the Exchange to investigate unusual activity
and to take appropriate regulatory action.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Securities Exchange Act of 1934 \19\ (the
``Act'') in general, and furthers the objectives of Section 6(b)(5) of
the Act \20\ in particular, in that it is designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in facilitating transactions in securities, to
remove impediments to and perfect the mechanism of a free and open
market and a national market system, and, in general to protect
investors and the public interest. All of the proposed changes are
consistent with standards currently in place at other options
exchanges. As such, the proposed change conform ISE market maker
obligations to the requirements of competing markets, which will
promote the application of consistent trading practices across markets
that provide market makers with similar benefits. In this respect, the
Exchange notes that CBOE, Phlx and NYSE Amex all have market structures
that allocate trades to market makers in a manner similar to the
ISE.\21\ However, the Exchange also notes that the same market maker
obligations currently are being applied on competitive exchanges to
options classes traded in a price-time market structure (such as Arca).
While these different markets and market structures may provide
slightly different benefits to market makers, the Exchange does not
believe these differences are sufficient to out-weigh the significant
existing competitive burden applying more stringent quotation
requirements places on the Exchange.
---------------------------------------------------------------------------
\19\ 15 U.S.C. 78f(b).
\20\ 15 U.S.C. 78f(b)(5).
\21\ See, e.g., CBOE Rule 6.45A and NYSE Amex Rule 964NY.
---------------------------------------------------------------------------
Specifically, with respect to the proposal to eliminate the
requirement that CMMs quote before the opening in a minimum number of
options classes, the Exchange believes that the proposal removes a
requirement that is unnecessary, as evidenced by the fact that it does
not exist on other competitive markets. The Exchange operates in a
highly competitive market comprised of eleven U.S. options exchanges in
which sophisticated and knowledgeable market participants can, and do,
send order flow and/or provide liquidity to competing exchanges if they
deem trading practices at a particular exchange to be onerous or
cumbersome. With this proposal, ISE market makers will be relieved of a
requirement that limits their ability to provide liquidity during
regular market hours and places a burden upon them that does not exist
on other competitive markets with similar market structures. The
Exchange believes that eliminating pre-opening quoting obligations will
attract more CMMs to the Exchange, thereby increasing competition and
liquidity on the ISE.
With respect to the proposal to base the CMMs minimum quotation
requirements on a percentage of time rather than as a percentage of
series, the Exchange believes that that measuring market maker
participation in terms of a percentage of time is a more reasonable and
fair way of evaluating whether market makers are providing appropriate
levels of liquidity to the market. Moreover, the Exchange believes that
measuring the minimum quoting requirements in terms of a percentage of
time, as NYSE Amex and NYSE Arca are doing currently, will provide a
better measure of the level of liquidity being provided by market
makers.
Finally, with respect to compliance standards, the Exchange
believes that adopting the proposed standards will enhance compliance
efforts by market makers and the Exchange, and are consistent with the
requirements currently in place on other exchanges. The proposal
ensures that compliance standards for continuous quoting will be the
same on the Exchange as on other options exchanges, and the proposal to
exclude adjusted series and long-term options from the CMM continuous
quoting requirements assures that the quotation requirements are being
applied similarly across exchanges,
[[Page 17991]]
such as the CBOE, Phlx, NYSE Amex and NYSE Arca.\22\
---------------------------------------------------------------------------
\22\ See supra note 16. In this respect, the Exchange notes that
NYSE Arca and NYSE Amex exclude adjusted series and long-term
options from the quoting requirements for all market makers,
including those markets' equivalent of the ISE's PMMs. For quote
mitigation purposes, Arca only disseminates quotes in active options
series. NYSE Arca Rule 6.86, Commentary .03, and NYSE Amex Rule
970.1NY. The ISE, however, has not implemented a similar approach to
quote mitigation. Rather, the ISE disseminates quotations in all
options series listed on the exchange, and pursuant to ISE Rule
804(e)(1) the ISE requires PMMs to maintain continuous quotations in
all listed series of their appointed options classes, including
adjusted series and long-term options. Thus, the Exchange does not
believe that it is necessary to require CMMs to quote such series,
and that it is appropriate to exclude such options series from the
CMM quoting requirements contained in ISE Rule 804(e)(ii) in the
interest of applying consistent standards across exchanges for non-
specialist market makers, such as CBOE and Phlx, as well as NYSE
Arca and NYSE Amex. See supra note 16.
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While under the proposal the quoting requirements are changing, the
Exchange does not believe that these changes reduce the overall
obligations applicable to market makers. In this respect, the Exchange
notes that such market makers are subject to many obligations,
including the obligation to maintain a fair and orderly market in their
appointed classes, which the Exchange believes eliminates the risk of a
material decrease in liquidity. In addition to this and other
requirements applicable to market maker quotations under Rules 803 and
804, PMMs continue to have an obligation to conduct the opening and
enter continuous quotations in all of the series of their appointed
options classes and to do so within maximum spread requirements. CMMs
have an obligation to maintain continuous quotes for at least 60% of
the time the options class is open for trading on the Exchange (as
opposed to 60% of the series), and to do so within maximum spread
requirements. Preferenced market makers will continue to have a
heighted quotation requirement, as they are required to maintain
continuous quotes for at least 90% of the time the options class is
open for trading on the Exchange (as opposed to 90% of the series) and
to do so within maximum spread requirements. Additionally, CMMs will
continue to be obligated to enter quotes whenever, in the judgment of
an Exchange official, it is necessary to do so in the interest of fair
and orderly markets.\23\ Accordingly, the benefits the proposed rule
change confers upon market makers are offset by the continued
responsibilities to provide significant liquidity to the market to the
benefit of market participants.
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\23\ ISE Rule 804(e)((2)(iv).
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For the foregoing reasons, the Exchange believes that the balance
between the benefits provided to market makers and the obligations
imposed upon market makers by the proposed rule change is appropriate.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange believes that the current quotation requirements act
as a competitive disadvantage that limits the ISE's ability to attract
liquidity providers. The proposal is comparable to current rules at
competing options exchanges related to market-maker continuous quoting
obligations and will ensure fair competition among the options exchange
that provide market makers with similar benefits. Accordingly, the
Exchange believes that the proposal will enable the Exchange to attract
additional CMMs, thereby increasing competition and liquidity on the
ISE.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not significantly
affect the protection of investors or the public interest, does not
impose any significant burden on competition, and, by its terms, does
not become operative for 30 days from the date on which it was filed,
or such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) \24\ of the Act and Rule 19b-
4(f)(6) \25\ thereunder. The Exchange provided the Commission with
written notice of its 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 the proposed rule
change.
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\24\ 15 U.S.C. 78s(b)(3)(A).
\25\ 17 CFR 240.19b-4(f)(6).
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At any time within 60 days of the filing of the proposed rule
change, the 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.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-ISE-2013-17 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2013-17. 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 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-ISE-2013-17 and should be
submitted on or before April 15, 2013.
[[Page 17992]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\26\
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\26\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-06716 Filed 3-22-13; 8:45 am]
BILLING CODE 8011-01-P