Self-Regulatory Organizations; National Securities Clearing Corporation; Notice of Filing of Proposed Rule Change To Institute Supplemental Liquidity Deposits to Its Clearing Fund Designed To Increase Liquidity Resources To Meet Its Liquidity Needs, 21487-21491 [2013-08332]
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Federal Register / Vol. 78, No. 69 / Wednesday, April 10, 2013 / Notices
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
publicly available. All submissions
should refer to File Number SR–NSX–
2013–12 and should be submitted on or
before May 1, 2013.
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Kevin M. O’Neill,
Deputy Secretary.
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–NSX–2013–12 on the
subject line.
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the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),22 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to waive the 30-day
operative delay. The Commission
believes that waiving the operative
delay and designating April 8, 2013 as
the operative date of the proposed rule
change is consistent with the protection
of investors and the public interest
because such waiver would allow the
proposed rule change to be operative on
the initial date of Plan operations.
Accordingly, the Commission hereby
grants the Exchange’s request and
designates an operative date of April 8,
2013.23
At any time within 60 days of the
filing of such 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.
SECURITIES AND EXCHANGE
COMMISSION
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–NSX–2013–12. 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
[FR Doc. 2013–08322 Filed 4–9–13; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–69313; File No. SR–NSCC–
2013–02]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Notice of Filing of
Proposed Rule Change To Institute
Supplemental Liquidity Deposits to Its
Clearing Fund Designed To Increase
Liquidity Resources To Meet Its
Liquidity Needs
April 4, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on March 21,
2013, National Securities Clearing
Corporation (‘‘NSCC’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
24 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1). Defined terms that are not
defined in this notice are defined in Exhibit 5 of
the proposed rule change filing, available at
https://www.sec.gov/rules/sro/nscc.shtml under File
No. SR–NSCC–2013–02, Additional Materials.
2 17 CFR 240.19b–4.
1 15
22 17
CFR 240.19b–4(f)(6)(iii).
purposes only of waiving the operative
delay, the Commission has considered the proposed
rule’s impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
23 For
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change as described in Items I, II and III
below, which Items have been prepared
primarily by NSCC. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
To enhance its ability to meet its
liquidity requirements, NSCC is
proposing to amend its Rules &
Procedures (‘‘Rules’’) to provide for a
supplemental liquidity funding
obligation, as described below.
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
NSCC 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. NSCC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.3
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
Proposal Overview
As a central counterparty (‘‘CCP’’),
NSCC occupies an important role in the
securities settlement system by
interposing itself between
counterparties to financial transactions,
thereby reducing the risk faced by its
Members and contributing to global
financial stability. Further, pursuant to
the Payment, Clearing, and Settlement
Supervision Act of 2010 (‘‘Clearing
Supervision Act’’),4 NSCC has been
designated a systemically important
financial market utility (‘‘SFMU’’) by
the Financial Stability Oversight
Council, obliging NSCC to meet certain
risk management regulatory standards
related to, among other things,
maintaining adequate financial
resources to meet its obligations to its
Members in the event of the default of
the Member or family of affiliated
Members (‘‘Affiliated Family’’) that
would generate the largest aggregate
payment obligation to NSCC in stressed
conditions. In this regard and to
enhance its ability to meet its liquidity
requirements, NSCC is proposing to
amend its Rules to provide for a
3 The Commission has modified the text of the
summaries prepared by NSCC.
4 12 U.S.C. 5465(e)(1).
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supplemental liquidity funding
obligation.
A substantial proportion of the
liquidity needed by NSCC is attributable
to the exposure presented by those
unaffiliated Members and Affiliated
Families that regularly incur the largest
gross settlement debits over a settlement
cycle during trading activity on business
days other than periods coinciding with
quarterly triple options expiration dates
(‘‘Regular Activity Periods’’), as well as
during times of increased trading
activity that arise around quarterly
triple options expiration dates
(‘‘Options Expiration Activity Periods’’).
With the goal of ensuring that NSCC
has sufficient liquidity to meet its
obligations during Regular Activity
Periods, as well as during Options
Expiration Activity Periods, it is
appropriate that those unaffiliated
Members and Affiliated Families
provide additional liquidity to NSCC.
Under proposed Rule 4(A), this will take
the form of supplemental liquidity
deposits to the Clearing Fund (i) in an
amount based on the largest liquidity
need NSCC would have in the event of
the default of an unaffiliated Member or
Affiliated Family during a Regular
Activity Period (‘‘Regular Activity
Supplemental Deposit’’), and (ii) an
additional amount to cover the largest
liquidity need NSCC would have in the
event of the default of an unaffiliated
Member or Affiliated Family during an
Options Expiration Activity Period
(‘‘Special Activity Supplemental
Deposit’’) (collectively with Regular
Activity Supplemental Deposit,
‘‘Supplemental Deposit’’).
The obligation of an unaffiliated
Member or the Members of an Affiliated
Family to make a Regular Activity
Supplemental Deposit (‘‘Regular
Activity Liquidity Obligation’’) or a
Special Activity Supplemental Deposit
(‘‘Special Activity Liquidity
Obligation’’) would be imposed on the
thirty (30) unaffiliated Members and/or
Affiliated Families who generate the
largest aggregate liquidity needs over a
settlement cycle that would apply in the
event of a closeout (i.e., over a period
from date of default through the
following three (3) settlement days),
based upon a lookback period. The
Regular Activity Liquidity Obligation of
an unaffiliated Member or the Members
of an Affiliated Family to make a
Regular Activity Supplemental Deposit
will be reduced by any liquidity such
Members or their affiliates may provide
in the form of commitments under
NSCC’s committed liquidity facility
(‘‘Credit Facility’’).
The calculations for both the Regular
Activity Liquidity Obligation and the
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Special Activity Liquidity Obligation
are designed so that NSCC has adequate
liquidity resources to enable it to settle
transactions, notwithstanding the
default of an unaffiliated Member and/
or Affiliated Family during Regular
Activity Periods, as well as during
Options Expiration Activity Periods.
The Liquidity Obligations imposed on
Affiliated Families would be allocated
among the Family Members in
proportion to the liquidity risk (or peak
exposure) they present to NSCC.
Regulatory Background
As both a CCP and a designated
SFMU, NSCC adheres to strict risk
management processes that are regularly
reviewed against applicable regulatory
and industry standards. This includes
the securities laws and rulemaking
promulgated by the Commission, such
as Rule 17Ad-22(b)(3), which requires
registered clearing agencies to maintain
sufficient financial resources to
withstand, at a minimum, a default by
the participant (defined in Rule 17Ad22(a)(3) to include a participant family)
to which it has the largest exposure.
NSCC is also mindful of the standards
set forth in the Principles for Financial
Market Infrastructures (‘‘PFMI’’) of the
Committee on Payment and Settlement
Systems and the Technical Committee
of the International Organization of
Securities Commissions. Key
Consideration 4 of PFMI Principle 7,
addressing liquidity risk, provides that
a CCP should maintain sufficient
liquidity resources to meet its payment
obligations under a wide range of stress
scenarios including the default of the
participant and its affiliates that would
generate the largest aggregate payment
obligation to the CCP.
NSCC believes the proposed rule
change should assist NSCC in securing
adequate liquidity resources to meet its
settlement obligations during both
Regular Activity Periods and Options
Expiration Activity Periods,
notwithstanding the default of one of its
unaffiliated Members and/or Affiliated
Families that pose the largest aggregate
liquidity need over the four day
settlement cycle.
Supplemental Liquidity Providers
Every business day NSCC measures
the liquidity obligations of its
unaffiliated Members and Affiliated
Families by taking the sum of their
purchase obligations on that day in
securities that are eligible for processing
in NSCC’s Continuous Net Settlement
(‘‘CNS’’) system and for the following
three (3) settlement days (which equates
to the period from the date of default
through the remaining settlement cycle).
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NSCC then takes into account certain
adjustments, assumptions and offsets,
and assumes the occurrence of certain
stressed conditions.
The stressed market conditions NSCC
assumes in this calculation include, but
are not limited to, (i) the simultaneous
default, without prior warning, of all
Members of the Affiliated Family with
the largest aggregate four (4) day
settlement obligations; (ii) that on the
day of such default, the Members of
such Affiliated Family are trading at
peak historical trading levels and no
market participants curtail their activity
with any Members of the Family; and
(iii) leading up to or after the default,
there is no increased volatility in the
market that would result in a significant
increase in Clearing Fund requirements,
mark-to-market collections, or other
risk-based premiums that would have
the result of increasing NSCC’s liquidity
resources. NSCC believes that these
conditions simulate the impact of
significant credit risk and market risk
stresses on NSCC’s liquidity need across
both Regular Activity Periods and
Options Expiration Activity Periods.
NSCC then identifies the largest
Member liquidity need on each day and
determines if the available liquidity
resources, consisting of the aggregate
Required Deposits, any Supplemental
Deposits, and any Prefund Deposits in
the Clearing Fund on the day the
liquidity need was observed, are
adequate to cover that liquidity need, or
if there is a calculated liquidity shortfall
under the assumed stressed market
conditions described above.
The Regular Activity Supplemental
Deposits will be calculated to address
those daily liquidity shortfalls that fall
on any business day included in a
Regular Activity Period (‘‘Regular
Activity Supplemental Liquidity
Need’’), and the Special Activity
Supplemental Deposits will be
calculated to address those additional
daily liquidity shortfalls that fall on any
business day included in an Options
Expiration Activity Period (‘‘Special
Activity Supplemental Liquidity
Need’’).
Regular Activity Supplemental Deposits
Under this proposal, every six (6)
months, NSCC will determine (i) its
largest Regular Activity Supplemental
Liquidity Need (‘‘Regular Activity Peak
Liquidity Need’’) over the preceding
twelve (12) month period and (ii) those
unaffiliated Members and Affiliated
Families that presented the largest
aggregate liquidity exposures to NSCC
over the preceding six-month period.
NSCC will then rank the aggregate
liquidity exposures presented by the
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unaffiliated Members and/or Affiliated
Families (‘‘Regular Activity Peak
Liquidity Exposures’’) during the
lookback period to determine which
thirty (30) such unaffiliated Members
and Affiliated Families presented the
largest respective Regular Activity Peak
Liquidity Exposures within the
lookback period. NSCC’s Regular
Activity Peak Liquidity Need will then
be allocated to these thirty (30)
unaffiliated Members and Affiliated
Families (‘‘Regular Activity Liquidity
Providers’’), in proportion to the Regular
Activity Peak Liquidity Exposures they
presented to NSCC during the lookback
period.
The first of these semi-annual
calculations of the Regular Activity
Liquidity Obligations will be made to
coincide with NSCC’s annual renewal of
the Credit Facility each year (‘‘Regular
Activity First Tranche Liquidity
Obligations’’) and the second
calculation each year will be made six
(6) months thereafter (‘‘Regular Activity
Second Tranche Liquidity
Obligations’’).
Special Activity Supplemental Deposits
Special Activity Supplemental
Deposits are deposits made in addition
to Regular Activity Supplemental
Deposits, designed to cover the
additional liquidity exposure that
occurs over an Options Expiration
Activity Period. Each calendar quarter,
on a day that is no later than the fifth
business day preceding any Options
Expiration Activity Period, NSCC will
also determine (i) its largest Special
Activity Supplemental Liquidity Need
(‘‘Special Activity Peak Liquidity
Need’’) over the preceding twenty-four
(24) months (i.e., the eight prior Options
Expiration Activity Periods, or a longer
lookback period as determined by
NSCC) and (ii) those unaffiliated
Members and Affiliated Families that
presented the largest aggregate Special
Activity liquidity exposures to NSCC
over the same period. NSCC will then
rank the aggregate Special Activity
liquidity exposures presented by such
unaffiliated Members and/or Affiliated
Families (referred to as their respective
‘‘Special Activity Peak Liquidity
Exposures’’) during the lookback period
to determine which thirty (30) such
unaffiliated Members and Affiliated
Families presented the largest respective
Special Activity Peak Liquidity
Exposures within the lookback period.
NSCC’s Special Activity Supplemental
Peak Need will then be allocated to
these thirty (30) Members and Affiliated
Families (‘‘Special Activity Liquidity
Providers’’), in proportion to the Special
Activity Peak Liquidity Exposures they
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presented to NSCC during the lookback
period.
Interim Adjustments and Calls
With the goal of ensuring that NSCC’s
liquidity resources remain adequate
between the specified calculation dates,
if either current liquidity needs increase
significantly over those liquidity needs
used for the regular calculations (or
Special Activity Calculations), or the
amount of liquidity resources is
significantly reduced, the proposal
permits NSCC to make interim
recalibrations and liquidity calls: if
between the semi-annual calculations of
the Regular Activity Liquidity
Obligations, the aggregate amount of
Regular Activity Supplemental Deposits
decreases by an amount that exceeds a
threshold as determined by NSCC
(whether as a result of the retirement of
Members, a cease to act, or otherwise),
then NSCC will recalculate its Regular
Activity Peak Liquidity Need and
allocate it among the unaffiliated
Members and Affiliated Families that
then comprise the applicable thirty (30)
largest Regular Activity Liquidity
Providers, in the same manner such
calculations and allocations would be
made at each semi-annual calculation of
Regular Activity Liquidity Obligations.5
Conversely, if on any business day
between regular semi-annual calculation
dates NSCC observes an increase in its
Regular Activity Liquidity Needs that
exceeds a predetermined threshold
amount, or between the dates on which
it calculates Special Activity Liquidity
Obligations it observes an increase in its
Special Activity Liquidity Needs that
exceeds a predetermined threshold
amount, NSCC shall be entitled to call
for an additional deposit from the
Member whose increase in activity
levels caused (or was the primary cause
of) such increased liquidity need
(‘‘Liquidity Call’’). Liquidity Call
amounts will be treated as a part of that
Member’s Regular Activity
Supplemental Deposit or Special
Activity Supplemental Deposit, as
applicable.
Operation of the Funding Obligation
Each Regular Activity Liquidity
Provider will be obligated to contribute
to the Clearing Fund, no later than five
(5) business days following the effective
date of the renewal of the Credit
Facility, the amount of its Regular
Activity Liquidity Obligation, reduced
(i) dollar for dollar by amounts
5 NSCC plans to use an interim date calculation
as the first calculation under the proposed rule,
should it become effective on a date after the
effective date of the 2013 renewal of its Credit
Facility.
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21489
committed to the Credit Facility by that
Regular Activity Liquidity Provider or
its affiliates, and (ii) ratably (among all
Regular Activity Liquidity Providers) by
amounts committed to the Credit
Facility by the lenders party thereto
which are not Members or their
affiliates.
If the amount of the Regular Activity
Second Tranche Liquidity Obligation of
an unaffiliated Member or Affiliated
Family exceeds its Regular Activity First
Tranche Liquidity Obligation (including
because the unaffiliated Member or
Affiliated Family had no Regular
Activity First Tranche Liquidity
Obligation), such Regular Activity
Liquidity Provider will be obligated to
contribute its calculated amount within
three (3) business days following the
final notice of such amount. If the
Regular Activity Second Tranche
Liquidity Obligation of an unaffiliated
Member or Affiliated Family is less than
its Regular Activity First Tranche
Liquidity Obligation, then it shall be
entitled to a refund of the amount of the
difference, provided, that nothing shall
reduce or in any way affect any
commitment or other obligation of any
Member or its affiliate under the Credit
Facility.
Promptly after calculation of the
Special Activity Liquidity Obligations,
NSCC will inform Special Activity
Liquidity Providers of their Special
Activity Liquidity Obligations, and
those Special Activity Liquidity
Providers must make their Special
Activity Supplemental Deposits to the
Clearing Fund in cash no later than the
close of business on the second business
day preceding the applicable Options
Expiration Activity Period (i.e.,
generally the Wednesday before the
options expiration date).
However, if a Special Activity
Liquidity Provider anticipates that its
Special Activity Peak Liquidity
Exposure at any time during an Options
Expiration Activity Period will be
greater than the amount calculated by
NSCC, it may, no later than the first
business day of that Options Expiration
Activity Period, make an additional
cash deposit to the Clearing Fund that
is in excess of its Required Deposit and
is designated as a ‘‘Special Activity
Prefund Deposit.’’ Members may also, at
their discretion, deposit to the Clearing
Fund amounts in excess of their
Required Deposit that are designated
‘‘Regular Activity Prefund Deposits.’’
Because Prefund Deposits are included
in calculating available liquidity
resources, they thus reduce NSCC’s
Supplemental Liquidity Needs, as well
as the depositing Member’s Regular
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Activity (or Special Activity) Peak
Liquidity Exposure.
As noted above under ‘‘Interim
Adjustments and Calls,’’ to the extent
that NSCC observes a peak shortfall that
breaches predetermined thresholds at
any time throughout the year, the
amount of the shortfall will be allocated
solely to the Member responsible for the
activity that caused the shortfall. The
liquidity called as a result of that
shortfall will be held until the next
applicable reset period. This is intended
to incentivize Members to make Prefund
Deposits to avoid Liquidity Calls, since
Prefund Deposits are refunded after the
period of activity for which they were
made, while Liquidity Calls are retained
until the next regular calculation of the
applicable supplemental deposit.
Treatment and Use of the Supplemental
Deposits
All Regular Activity Supplemental
Deposits (other than Regular Activity
Prefund Deposits), as adjusted semiannually, shall remain on deposit in the
Clearing Fund, and may not be
withdrawn by the applicable Member
until five (5) business days after the next
following maturity date of the Credit
Facility (generally, for a period of 364
days). Regular Activity Prefund Deposits
shall remain on deposit in the Clearing
Fund and may not be withdrawn by the
applicable Member until seven (7) days
after they are deposited. All Special
Activity Supplemental Deposits
(including Special Activity Prefund
Deposits) may be refunded to the
Special Activity Liquidity Providers
seven (7) business days after the end of
the applicable Options Expiration
Activity Period.
Any amounts deposited in response to
a Liquidity Call for an additional
Regular Activity Supplemental Deposit
must remain in the Clearing Fund until
the next semi-annual calculations of the
Regular Activity Liquidity Obligations,
and any amounts deposited in response
to a Liquidity Call for an additional
Special Activity Supplemental Deposit
must remain in the Clearing Fund until
two (2) business days preceding the next
Options Expiration Activity Period.
A Member’s Supplemental Deposit
will be made in addition to its Required
Deposit to the Clearing Fund, and any
other deposit of any such Member to the
Clearing Fund.
A Member’s Supplemental Deposit
will be considered part of that Member’s
actual deposit to the Clearing Fund,
and, as such, may be used to satisfy
obligations of that Member to NSCC, in
the same manner as provided in Section
3 of Rule 4. Therefore, if the Member
who contributed the Supplemental
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Deposit defaults, NSCC will be
permitted to use its entire actual
deposit, which will include the amount
of its Supplemental Deposit, to satisfy
any loss resulting from closing out that
Member’s open positions.
A Member’s Supplemental Deposit
will not, however, constitute part of its
Required Deposit under NSCC’s Rule 4,
and, as such, will not be used, pursuant
to Section 4 of Rule 4, to satisfy the
obligations of any other Member of
NSCC that has defaulted in the
performance of its obligations to NSCC.
A Member’s Supplemental Deposit,
therefore, will not be used in calculating
any pro rata charge (i.e., loss
assessment) due from that Member in
the event of the default of another
Member under Rule 4. Supplemental
Deposits will also not be subject to the
provisions of Section 6 of Rule 4 when
a Member ceases to be a participant.
Pending any permitted use described
in NSCC’s Rules, the aggregate of all
Supplemental Deposits on deposit at
NSCC may be invested by NSCC as
permitted pursuant to the investment
policy adopted by NSCC and as in effect
from time to time, and in the same
manner the Clearing Fund is invested
pursuant to such investment policy.
Any interest earned on investment of a
Supplemental Deposit, as a part of a
Member’s actual deposit, will be
payable at the rate that NSCC earns on
the investment of such funds, credited
monthly and paid on demand.
Implementation Timeframe
Pending Commission approval,
Members will be advised of the
implementation date of this proposal
through issuance of an NSCC Important
Notice. Members will be provided not
less than ten (10) days’ notice of the first
date on which Supplemental Deposits
will be payable.
Proposed Rule Changes
NSCC proposes to amend its Rules to
create a new Rule 4A to reflect the
changes as described above. For both
the Regular Activity Supplemental
Deposits and the Special Activity
Supplemental Deposits, the new Rule
4A will provide: (i) A general
description of the relevant
Supplemental Deposit, (ii) a provision
describing the calculation and operation
of the funding obligation, and (iii) a
description of the treatment and
permitted uses of the Supplemental
Deposit by NSCC. NSCC believes that
this proposed rule change contributes to
NSCC’s goal of assuring that NSCC has
adequate liquidity resources to meet its
settlement obligations during both
Regular Activity Periods and Options
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Expiration Activity Periods,
notwithstanding the default of its
unaffiliated Members and/or Affiliated
Families that pose the largest aggregate
liquidity exposure over the relevant
settlement cycle. As such, NSCC
believes that the proposal is consistent
with the requirements of the Act, as
amended, and the rules and regulations
thereunder applicable to NSCC.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
NSCC believes that the proposed rule
change will not impose any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Act. By calculating an
unaffiliated Member’s or Affiliated
Family’s Supplemental Deposit funding
obligation in proportion to the liquidity
needs that such unaffiliated Member or
Affiliated Family presents to NSCC,
NSCC believes that the proposed rule
change will ensure that NSCC’s
Members fairly and equitably contribute
to NSCC’s liquidity resources for
settlement. Further, NSCC believes that
the proposed rule change contributes to
the goal of financial stability in the
event of Member default, rendering not
unreasonable or inappropriate any
burden on competition that the changes
could be regarded as imposing.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments relating to the
proposed rule change have not yet been
solicited or received. NSCC will notify
the Commission of any written
comments received by NSCC.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
(A) By order approve or disapprove
such proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
The proposal shall not take effect
until all regulatory actions required
with respect to the proposal are
completed.6 The clearing agency shall
6 NSCC also filed the proposals contained in this
proposed rule change as an advance notice
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post notice on its Web site of proposed
changes that are implemented.
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
No. SR–NSCC–2013–02 on the subject
line.
office of NSCC and on NSCC’s Web site
at https://dtcc.com/downloads/legal/
rule_filings/2013/nscc/SR-NSCC-201302.pdf.
All comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File No.
SR–NSCC–2013–02 and should be
submitted on or before May 1, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–08332 Filed 4–9–13; 8:45 am]
BILLING CODE 8011–01–P
Paper Comments
TKELLEY on DSK3SPTVN1PROD with NOTICES
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File No.
SR–NSCC–2013–02. 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
filings also will be available for
inspection and copying at the principal
Pursuant to Section 806(e)(1) of the Clearing
Supervision Act and Rule 19b–4(n)(1)(i) thereunder.
12 U.S.C. 5465(e)(1); 17 CFR 240.19b–4(n)(i).
Proposed changes filed under the Clearing
Supervision Act may be implemented either: at the
time the Commission notifies the clearing agency
that it does not object to the proposed change and
authorizes its implementation, or, if the
Commission does not object to the proposed
change, within 60 days of the later of (i) the date
that the advance notice was filed with the
Commission or (ii) the date that any additional
information requested by the Commission is
received. 12 U.S.C. 5465(e)(1)(G).
VerDate Mar<15>2010
17:59 Apr 09, 2013
Jkt 229001
SMALL BUSINESS ADMINISTRATION
[License No. 02/02–0662, 02/02–0661]
DeltaPoint Capital IV, L.P., DeltaPoint
Capital IV (New York), L.P.; Notice
Seeking Exemption Under Section 312
of the Small Business Investment Act,
Conflicts of Interest
Notice is hereby given that DeltaPoint
Capital IV, L.P. and DeltaPoint Capital
IV (New York), L.P., 45 East Avenue, 6th
Floor, Rochester, NY 14604, Federal
Licensees under the Small Business
Investment Act of 1958, as amended
(‘‘the Act’’), in connection with the
financing of a small concern, has sought
an exemption under Section 312 of the
Act and Section 107.730, Financings
which Constitute Conflicts of Interest of
the Small Business Administration
(‘‘SBA’’) Rules and Regulations (13 CFR
107.730). DeltaPoint Capital IV, L.P.
provided financing to Switchgear
Acquisition, Inc., 1211 Stewart Avenue,
Bethpage, NY 11714. The financing was
contemplated for working capital and
general corporate purposes.
The financing is brought within the
purview of § 107.730(a)(1) of the
Regulations because DeltaPoint Capital
IV (New York), L.P., an Associate of
DeltaPoint Capital IV, L.P., owns more
than ten percent of Switchgear
Acquisition, Inc.
Therefore, this transaction is
considered a financing of an Associate
requiring an exemption. Notice is
hereby given that any interested person
may submit written comments on the
transaction within fifteen days of the
date of this publication to the Acting
Associate Administrator for Investment,
U.S. Small Business Administration,
409 Third Street SW., Washington, DC
20416.
Dated: April 4, 2013.
Harry Haskins,
Acting Associate Administrator for
Investment.
[FR Doc. 2013–08300 Filed 4–9–13; 8:45 am]
BILLING CODE P
SMALL BUSINESS ADMINISTRATION
[License No. 02/02–0662, 02/02–0661]
DeltaPoint Capital IV, L.P., DeltaPoint
Capital IV (New York), L.P.; Notice
Seeking Exemption Under Section 312
of the Small Business Investment Act,
Conflicts of Interest
Notice is hereby given that DeltaPoint
Capital IV, L.P. and DeltaPoint Capital
IV (New York), L.P., 45 East Avenue, 6th
Floor, Rochester, NY 14604, Federal
Licensees under the Small Business
Investment Act of 1958, as amended
(‘‘the Act’’), in connection with the
financing of a small concern, has sought
an exemption under Section 312 of the
Act and Section 107.730, Financings
which Constitute Conflicts of Interest of
the Small Business Administration
(‘‘SBA’’) Rules and Regulations (13 CFR
107.730). DeltaPoint Capital IV, L.P.
provided financing to BioMaxx, Inc., 1
Fishers Road, Suite 160, Pittsford, NY
14534. The financing was contemplated
for working capital and general
corporate purposes.
The financing is brought within the
purview of § 107.730(a)(1) of the
Regulations because DeltaPoint Capital
IV (New York), L.P., an Associate of
DeltaPoint Capital IV, L.P., owns more
than ten percent of Switchgear
Acquisition, Inc.
Therefore, this transaction is
considered a financing of an Associate
requiring an exemption. Notice is
hereby given that any interested person
may submit written comments on the
transaction within fifteen days of the
date of this publication to the Acting
Associate Administrator for Investment,
U.S. Small Business Administration,
409 Third Street SW., Washington, DC
20416.
Dated: April 4, 2013.
Harry Haskins,
Acting Associate Administrator for
Investment.
[FR Doc. 2013–08303 Filed 4–9–13; 8:45 am]
BILLING CODE P
7 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00154
Fmt 4703
Sfmt 9990
21491
E:\FR\FM\10APN1.SGM
10APN1
Agencies
[Federal Register Volume 78, Number 69 (Wednesday, April 10, 2013)]
[Notices]
[Pages 21487-21491]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-08332]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69313; File No. SR-NSCC-2013-02]
Self-Regulatory Organizations; National Securities Clearing
Corporation; Notice of Filing of Proposed Rule Change To Institute
Supplemental Liquidity Deposits to Its Clearing Fund Designed To
Increase Liquidity Resources To Meet Its Liquidity Needs
April 4, 2013.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on March 21, 2013, National Securities Clearing Corporation (``NSCC'')
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 primarily by NSCC. 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). Defined terms that are not defined in
this notice are defined in Exhibit 5 of the proposed rule change
filing, available at https://www.sec.gov/rules/sro/nscc.shtml under
File No. SR-NSCC-2013-02, Additional Materials.
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
To enhance its ability to meet its liquidity requirements, NSCC is
proposing to amend its Rules & Procedures (``Rules'') to provide for a
supplemental liquidity funding obligation, as described below.
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, NSCC 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. NSCC has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of these
statements.\3\
---------------------------------------------------------------------------
\3\ The Commission has modified the text of the summaries
prepared by NSCC.
---------------------------------------------------------------------------
(A) Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
Proposal Overview
As a central counterparty (``CCP''), NSCC occupies an important
role in the securities settlement system by interposing itself between
counterparties to financial transactions, thereby reducing the risk
faced by its Members and contributing to global financial stability.
Further, pursuant to the Payment, Clearing, and Settlement Supervision
Act of 2010 (``Clearing Supervision Act''),\4\ NSCC has been designated
a systemically important financial market utility (``SFMU'') by the
Financial Stability Oversight Council, obliging NSCC to meet certain
risk management regulatory standards related to, among other things,
maintaining adequate financial resources to meet its obligations to its
Members in the event of the default of the Member or family of
affiliated Members (``Affiliated Family'') that would generate the
largest aggregate payment obligation to NSCC in stressed conditions. In
this regard and to enhance its ability to meet its liquidity
requirements, NSCC is proposing to amend its Rules to provide for a
[[Page 21488]]
supplemental liquidity funding obligation.
---------------------------------------------------------------------------
\4\ 12 U.S.C. 5465(e)(1).
---------------------------------------------------------------------------
A substantial proportion of the liquidity needed by NSCC is
attributable to the exposure presented by those unaffiliated Members
and Affiliated Families that regularly incur the largest gross
settlement debits over a settlement cycle during trading activity on
business days other than periods coinciding with quarterly triple
options expiration dates (``Regular Activity Periods''), as well as
during times of increased trading activity that arise around quarterly
triple options expiration dates (``Options Expiration Activity
Periods'').
With the goal of ensuring that NSCC has sufficient liquidity to
meet its obligations during Regular Activity Periods, as well as during
Options Expiration Activity Periods, it is appropriate that those
unaffiliated Members and Affiliated Families provide additional
liquidity to NSCC. Under proposed Rule 4(A), this will take the form of
supplemental liquidity deposits to the Clearing Fund (i) in an amount
based on the largest liquidity need NSCC would have in the event of the
default of an unaffiliated Member or Affiliated Family during a Regular
Activity Period (``Regular Activity Supplemental Deposit''), and (ii)
an additional amount to cover the largest liquidity need NSCC would
have in the event of the default of an unaffiliated Member or
Affiliated Family during an Options Expiration Activity Period
(``Special Activity Supplemental Deposit'') (collectively with Regular
Activity Supplemental Deposit, ``Supplemental Deposit'').
The obligation of an unaffiliated Member or the Members of an
Affiliated Family to make a Regular Activity Supplemental Deposit
(``Regular Activity Liquidity Obligation'') or a Special Activity
Supplemental Deposit (``Special Activity Liquidity Obligation'') would
be imposed on the thirty (30) unaffiliated Members and/or Affiliated
Families who generate the largest aggregate liquidity needs over a
settlement cycle that would apply in the event of a closeout (i.e.,
over a period from date of default through the following three (3)
settlement days), based upon a lookback period. The Regular Activity
Liquidity Obligation of an unaffiliated Member or the Members of an
Affiliated Family to make a Regular Activity Supplemental Deposit will
be reduced by any liquidity such Members or their affiliates may
provide in the form of commitments under NSCC's committed liquidity
facility (``Credit Facility'').
The calculations for both the Regular Activity Liquidity Obligation
and the Special Activity Liquidity Obligation are designed so that NSCC
has adequate liquidity resources to enable it to settle transactions,
notwithstanding the default of an unaffiliated Member and/or Affiliated
Family during Regular Activity Periods, as well as during Options
Expiration Activity Periods. The Liquidity Obligations imposed on
Affiliated Families would be allocated among the Family Members in
proportion to the liquidity risk (or peak exposure) they present to
NSCC.
Regulatory Background
As both a CCP and a designated SFMU, NSCC adheres to strict risk
management processes that are regularly reviewed against applicable
regulatory and industry standards. This includes the securities laws
and rulemaking promulgated by the Commission, such as Rule 17Ad-
22(b)(3), which requires registered clearing agencies to maintain
sufficient financial resources to withstand, at a minimum, a default by
the participant (defined in Rule 17Ad-22(a)(3) to include a participant
family) to which it has the largest exposure.
NSCC is also mindful of the standards set forth in the Principles
for Financial Market Infrastructures (``PFMI'') of the Committee on
Payment and Settlement Systems and the Technical Committee of the
International Organization of Securities Commissions. Key Consideration
4 of PFMI Principle 7, addressing liquidity risk, provides that a CCP
should maintain sufficient liquidity resources to meet its payment
obligations under a wide range of stress scenarios including the
default of the participant and its affiliates that would generate the
largest aggregate payment obligation to the CCP.
NSCC believes the proposed rule change should assist NSCC in
securing adequate liquidity resources to meet its settlement
obligations during both Regular Activity Periods and Options Expiration
Activity Periods, notwithstanding the default of one of its
unaffiliated Members and/or Affiliated Families that pose the largest
aggregate liquidity need over the four day settlement cycle.
Supplemental Liquidity Providers
Every business day NSCC measures the liquidity obligations of its
unaffiliated Members and Affiliated Families by taking the sum of their
purchase obligations on that day in securities that are eligible for
processing in NSCC's Continuous Net Settlement (``CNS'') system and for
the following three (3) settlement days (which equates to the period
from the date of default through the remaining settlement cycle). NSCC
then takes into account certain adjustments, assumptions and offsets,
and assumes the occurrence of certain stressed conditions.
The stressed market conditions NSCC assumes in this calculation
include, but are not limited to, (i) the simultaneous default, without
prior warning, of all Members of the Affiliated Family with the largest
aggregate four (4) day settlement obligations; (ii) that on the day of
such default, the Members of such Affiliated Family are trading at peak
historical trading levels and no market participants curtail their
activity with any Members of the Family; and (iii) leading up to or
after the default, there is no increased volatility in the market that
would result in a significant increase in Clearing Fund requirements,
mark-to-market collections, or other risk-based premiums that would
have the result of increasing NSCC's liquidity resources. NSCC believes
that these conditions simulate the impact of significant credit risk
and market risk stresses on NSCC's liquidity need across both Regular
Activity Periods and Options Expiration Activity Periods.
NSCC then identifies the largest Member liquidity need on each day
and determines if the available liquidity resources, consisting of the
aggregate Required Deposits, any Supplemental Deposits, and any Prefund
Deposits in the Clearing Fund on the day the liquidity need was
observed, are adequate to cover that liquidity need, or if there is a
calculated liquidity shortfall under the assumed stressed market
conditions described above.
The Regular Activity Supplemental Deposits will be calculated to
address those daily liquidity shortfalls that fall on any business day
included in a Regular Activity Period (``Regular Activity Supplemental
Liquidity Need''), and the Special Activity Supplemental Deposits will
be calculated to address those additional daily liquidity shortfalls
that fall on any business day included in an Options Expiration
Activity Period (``Special Activity Supplemental Liquidity Need'').
Regular Activity Supplemental Deposits
Under this proposal, every six (6) months, NSCC will determine (i)
its largest Regular Activity Supplemental Liquidity Need (``Regular
Activity Peak Liquidity Need'') over the preceding twelve (12) month
period and (ii) those unaffiliated Members and Affiliated Families that
presented the largest aggregate liquidity exposures to NSCC over the
preceding six-month period. NSCC will then rank the aggregate liquidity
exposures presented by the
[[Page 21489]]
unaffiliated Members and/or Affiliated Families (``Regular Activity
Peak Liquidity Exposures'') during the lookback period to determine
which thirty (30) such unaffiliated Members and Affiliated Families
presented the largest respective Regular Activity Peak Liquidity
Exposures within the lookback period. NSCC's Regular Activity Peak
Liquidity Need will then be allocated to these thirty (30) unaffiliated
Members and Affiliated Families (``Regular Activity Liquidity
Providers''), in proportion to the Regular Activity Peak Liquidity
Exposures they presented to NSCC during the lookback period.
The first of these semi-annual calculations of the Regular Activity
Liquidity Obligations will be made to coincide with NSCC's annual
renewal of the Credit Facility each year (``Regular Activity First
Tranche Liquidity Obligations'') and the second calculation each year
will be made six (6) months thereafter (``Regular Activity Second
Tranche Liquidity Obligations'').
Special Activity Supplemental Deposits
Special Activity Supplemental Deposits are deposits made in
addition to Regular Activity Supplemental Deposits, designed to cover
the additional liquidity exposure that occurs over an Options
Expiration Activity Period. Each calendar quarter, on a day that is no
later than the fifth business day preceding any Options Expiration
Activity Period, NSCC will also determine (i) its largest Special
Activity Supplemental Liquidity Need (``Special Activity Peak Liquidity
Need'') over the preceding twenty-four (24) months (i.e., the eight
prior Options Expiration Activity Periods, or a longer lookback period
as determined by NSCC) and (ii) those unaffiliated Members and
Affiliated Families that presented the largest aggregate Special
Activity liquidity exposures to NSCC over the same period. NSCC will
then rank the aggregate Special Activity liquidity exposures presented
by such unaffiliated Members and/or Affiliated Families (referred to as
their respective ``Special Activity Peak Liquidity Exposures'') during
the lookback period to determine which thirty (30) such unaffiliated
Members and Affiliated Families presented the largest respective
Special Activity Peak Liquidity Exposures within the lookback period.
NSCC's Special Activity Supplemental Peak Need will then be allocated
to these thirty (30) Members and Affiliated Families (``Special
Activity Liquidity Providers''), in proportion to the Special Activity
Peak Liquidity Exposures they presented to NSCC during the lookback
period.
Interim Adjustments and Calls
With the goal of ensuring that NSCC's liquidity resources remain
adequate between the specified calculation dates, if either current
liquidity needs increase significantly over those liquidity needs used
for the regular calculations (or Special Activity Calculations), or the
amount of liquidity resources is significantly reduced, the proposal
permits NSCC to make interim recalibrations and liquidity calls: if
between the semi-annual calculations of the Regular Activity Liquidity
Obligations, the aggregate amount of Regular Activity Supplemental
Deposits decreases by an amount that exceeds a threshold as determined
by NSCC (whether as a result of the retirement of Members, a cease to
act, or otherwise), then NSCC will recalculate its Regular Activity
Peak Liquidity Need and allocate it among the unaffiliated Members and
Affiliated Families that then comprise the applicable thirty (30)
largest Regular Activity Liquidity Providers, in the same manner such
calculations and allocations would be made at each semi-annual
calculation of Regular Activity Liquidity Obligations.\5\
---------------------------------------------------------------------------
\5\ NSCC plans to use an interim date calculation as the first
calculation under the proposed rule, should it become effective on a
date after the effective date of the 2013 renewal of its Credit
Facility.
---------------------------------------------------------------------------
Conversely, if on any business day between regular semi-annual
calculation dates NSCC observes an increase in its Regular Activity
Liquidity Needs that exceeds a predetermined threshold amount, or
between the dates on which it calculates Special Activity Liquidity
Obligations it observes an increase in its Special Activity Liquidity
Needs that exceeds a predetermined threshold amount, NSCC shall be
entitled to call for an additional deposit from the Member whose
increase in activity levels caused (or was the primary cause of) such
increased liquidity need (``Liquidity Call''). Liquidity Call amounts
will be treated as a part of that Member's Regular Activity
Supplemental Deposit or Special Activity Supplemental Deposit, as
applicable.
Operation of the Funding Obligation
Each Regular Activity Liquidity Provider will be obligated to
contribute to the Clearing Fund, no later than five (5) business days
following the effective date of the renewal of the Credit Facility, the
amount of its Regular Activity Liquidity Obligation, reduced (i) dollar
for dollar by amounts committed to the Credit Facility by that Regular
Activity Liquidity Provider or its affiliates, and (ii) ratably (among
all Regular Activity Liquidity Providers) by amounts committed to the
Credit Facility by the lenders party thereto which are not Members or
their affiliates.
If the amount of the Regular Activity Second Tranche Liquidity
Obligation of an unaffiliated Member or Affiliated Family exceeds its
Regular Activity First Tranche Liquidity Obligation (including because
the unaffiliated Member or Affiliated Family had no Regular Activity
First Tranche Liquidity Obligation), such Regular Activity Liquidity
Provider will be obligated to contribute its calculated amount within
three (3) business days following the final notice of such amount. If
the Regular Activity Second Tranche Liquidity Obligation of an
unaffiliated Member or Affiliated Family is less than its Regular
Activity First Tranche Liquidity Obligation, then it shall be entitled
to a refund of the amount of the difference, provided, that nothing
shall reduce or in any way affect any commitment or other obligation of
any Member or its affiliate under the Credit Facility.
Promptly after calculation of the Special Activity Liquidity
Obligations, NSCC will inform Special Activity Liquidity Providers of
their Special Activity Liquidity Obligations, and those Special
Activity Liquidity Providers must make their Special Activity
Supplemental Deposits to the Clearing Fund in cash no later than the
close of business on the second business day preceding the applicable
Options Expiration Activity Period (i.e., generally the Wednesday
before the options expiration date).
However, if a Special Activity Liquidity Provider anticipates that
its Special Activity Peak Liquidity Exposure at any time during an
Options Expiration Activity Period will be greater than the amount
calculated by NSCC, it may, no later than the first business day of
that Options Expiration Activity Period, make an additional cash
deposit to the Clearing Fund that is in excess of its Required Deposit
and is designated as a ``Special Activity Prefund Deposit.'' Members
may also, at their discretion, deposit to the Clearing Fund amounts in
excess of their Required Deposit that are designated ``Regular Activity
Prefund Deposits.'' Because Prefund Deposits are included in
calculating available liquidity resources, they thus reduce NSCC's
Supplemental Liquidity Needs, as well as the depositing Member's
Regular
[[Page 21490]]
Activity (or Special Activity) Peak Liquidity Exposure.
As noted above under ``Interim Adjustments and Calls,'' to the
extent that NSCC observes a peak shortfall that breaches predetermined
thresholds at any time throughout the year, the amount of the shortfall
will be allocated solely to the Member responsible for the activity
that caused the shortfall. The liquidity called as a result of that
shortfall will be held until the next applicable reset period. This is
intended to incentivize Members to make Prefund Deposits to avoid
Liquidity Calls, since Prefund Deposits are refunded after the period
of activity for which they were made, while Liquidity Calls are
retained until the next regular calculation of the applicable
supplemental deposit.
Treatment and Use of the Supplemental Deposits
All Regular Activity Supplemental Deposits (other than Regular
Activity Prefund Deposits), as adjusted semi-annually, shall remain on
deposit in the Clearing Fund, and may not be withdrawn by the
applicable Member until five (5) business days after the next following
maturity date of the Credit Facility (generally, for a period of 364
days). Regular Activity Prefund Deposits shall remain on deposit in the
Clearing Fund and may not be withdrawn by the applicable Member until
seven (7) days after they are deposited. All Special Activity
Supplemental Deposits (including Special Activity Prefund Deposits) may
be refunded to the Special Activity Liquidity Providers seven (7)
business days after the end of the applicable Options Expiration
Activity Period.
Any amounts deposited in response to a Liquidity Call for an
additional Regular Activity Supplemental Deposit must remain in the
Clearing Fund until the next semi-annual calculations of the Regular
Activity Liquidity Obligations, and any amounts deposited in response
to a Liquidity Call for an additional Special Activity Supplemental
Deposit must remain in the Clearing Fund until two (2) business days
preceding the next Options Expiration Activity Period.
A Member's Supplemental Deposit will be made in addition to its
Required Deposit to the Clearing Fund, and any other deposit of any
such Member to the Clearing Fund.
A Member's Supplemental Deposit will be considered part of that
Member's actual deposit to the Clearing Fund, and, as such, may be used
to satisfy obligations of that Member to NSCC, in the same manner as
provided in Section 3 of Rule 4. Therefore, if the Member who
contributed the Supplemental Deposit defaults, NSCC will be permitted
to use its entire actual deposit, which will include the amount of its
Supplemental Deposit, to satisfy any loss resulting from closing out
that Member's open positions.
A Member's Supplemental Deposit will not, however, constitute part
of its Required Deposit under NSCC's Rule 4, and, as such, will not be
used, pursuant to Section 4 of Rule 4, to satisfy the obligations of
any other Member of NSCC that has defaulted in the performance of its
obligations to NSCC. A Member's Supplemental Deposit, therefore, will
not be used in calculating any pro rata charge (i.e., loss assessment)
due from that Member in the event of the default of another Member
under Rule 4. Supplemental Deposits will also not be subject to the
provisions of Section 6 of Rule 4 when a Member ceases to be a
participant.
Pending any permitted use described in NSCC's Rules, the aggregate
of all Supplemental Deposits on deposit at NSCC may be invested by NSCC
as permitted pursuant to the investment policy adopted by NSCC and as
in effect from time to time, and in the same manner the Clearing Fund
is invested pursuant to such investment policy. Any interest earned on
investment of a Supplemental Deposit, as a part of a Member's actual
deposit, will be payable at the rate that NSCC earns on the investment
of such funds, credited monthly and paid on demand.
Implementation Timeframe
Pending Commission approval, Members will be advised of the
implementation date of this proposal through issuance of an NSCC
Important Notice. Members will be provided not less than ten (10) days'
notice of the first date on which Supplemental Deposits will be
payable.
Proposed Rule Changes
NSCC proposes to amend its Rules to create a new Rule 4A to reflect
the changes as described above. For both the Regular Activity
Supplemental Deposits and the Special Activity Supplemental Deposits,
the new Rule 4A will provide: (i) A general description of the relevant
Supplemental Deposit, (ii) a provision describing the calculation and
operation of the funding obligation, and (iii) a description of the
treatment and permitted uses of the Supplemental Deposit by NSCC. NSCC
believes that this proposed rule change contributes to NSCC's goal of
assuring that NSCC has adequate liquidity resources to meet its
settlement obligations during both Regular Activity Periods and Options
Expiration Activity Periods, notwithstanding the default of its
unaffiliated Members and/or Affiliated Families that pose the largest
aggregate liquidity exposure over the relevant settlement cycle. As
such, NSCC believes that the proposal is consistent with the
requirements of the Act, as amended, and the rules and regulations
thereunder applicable to NSCC.
(B) Self-Regulatory Organization's Statement on Burden on Competition
NSCC believes that the proposed rule change will not impose any
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act. By calculating an unaffiliated
Member's or Affiliated Family's Supplemental Deposit funding obligation
in proportion to the liquidity needs that such unaffiliated Member or
Affiliated Family presents to NSCC, NSCC believes that the proposed
rule change will ensure that NSCC's Members fairly and equitably
contribute to NSCC's liquidity resources for settlement. Further, NSCC
believes that the proposed rule change contributes to the goal of
financial stability in the event of Member default, rendering not
unreasonable or inappropriate any burden on competition that the
changes could be regarded as imposing.
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants, or Others
Written comments relating to the proposed rule change have not yet
been solicited or received. NSCC will notify the Commission of any
written comments received by NSCC.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove such proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be disapproved.
The proposal shall not take effect until all regulatory actions
required with respect to the proposal are completed.\6\ The clearing
agency shall
[[Page 21491]]
post notice on its Web site of proposed changes that are implemented.
---------------------------------------------------------------------------
\6\ NSCC also filed the proposals contained in this proposed
rule change as an advance notice Pursuant to Section 806(e)(1) of
the Clearing Supervision Act and Rule 19b-4(n)(1)(i) thereunder. 12
U.S.C. 5465(e)(1); 17 CFR 240.19b-4(n)(i). Proposed changes filed
under the Clearing Supervision Act may be implemented either: at the
time the Commission notifies the clearing agency that it does not
object to the proposed change and authorizes its implementation, or,
if the Commission does not object to the proposed change, within 60
days of the later of (i) the date that the advance notice was filed
with the Commission or (ii) the date that any additional information
requested by the Commission is received. 12 U.S.C. 5465(e)(1)(G).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml ); or
Send an email to rule-comments@sec.gov. Please include
File No. SR-NSCC-2013-02 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File No. SR-NSCC-2013-02. 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 filings also will be available
for inspection and copying at the principal office of NSCC and on
NSCC's Web site at https://dtcc.com/downloads/legal/rule_filings/2013/nscc/SR-NSCC-2013-02.pdf.
All comments received will be posted without change; the Commission
does not edit personal identifying information from submissions. You
should submit only information that you wish to make available
publicly. All submissions should refer to File No. SR-NSCC-2013-02 and
should be submitted on or before May 1, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\7\
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\7\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-08332 Filed 4-9-13; 8:45 am]
BILLING CODE 8011-01-P