Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Waive the Application and Initiation Fees in Certain Circumstances, 26841-26843 [2013-10875]
Download as PDF
Federal Register / Vol. 78, No. 89 / Wednesday, May 8, 2013 / Notices
particular, the proposed rule changes
are consistent with Section 17A(b)(3)(F)
of the Exchange Act 12 because they
promote the prompt and accurate
clearing and settlement of securities
transactions by eliminating an
uncertainty in payment settlement that
would arise if NSCC were subject to
FATCA Withholding obligations under
FATCA. The proposed rule changes are
also consistent with Section
17A(b)(3)(D) of the Exchange Act 13
because they provide for the equitable
allocation of reasonable dues, fees, and
other charges among NSCC’s members.
Specifically, the proposed rule changes
allow NSCC to comply with FATCA
Regulations without developing and
maintaining a complex FATCA
Withholding system, the cost of which,
as discussed above, would be would be
passed on to NSCC’s members at large
for the benefit of a small number of
nonparticipating FFI Members.
(B) Clearing Agency’s Statement on
Burden on Competition
NSCC does not believe that the
proposed rule change will have any
impact, or impose any burden, on
competition.
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants, or Others
NSCC has not solicited, and does not
intend to solicit, comments regarding
the proposed rule changes. NSCC has
not received any unsolicited written
comments from interested parties. To
the extent NSCC receives written
comments on the proposed rule
changes, NSCC will forward such
comments to the Commission.
mstockstill on DSK4VPTVN1PROD with NOTICES
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.
12 12
U.S.C. 78q–1(b)(3)(F).
13 12 U.S.C. 78q–1(b)(3)(D).
VerDate Mar<15>2010
17:56 May 07, 2013
Jkt 229001
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 Exchange
Act. Comments may be submitted by
any of the following methods:
• 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–NSCC–2013–04 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–NSCC–2013–04 This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street, NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of NSCC and on NSCC’s Web site
(https://www.dtcc.com/legal/rule_filings/
nscc/2013.php). 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–NSCC–
2013–04 and should be submitted on or
before May 29, 2013.
Frm 00095
Fmt 4703
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–10848 Filed 5–7–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
PO 00000
26841
Sfmt 4703
Release No. 34–69500; File No. SR–Phlx–
2013–43]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Waive the
Application and Initiation Fees in
Certain Circumstances
May 2, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 2 thereunder,
notice is hereby given that on April 24,
2013, NASDAQ OMX PHLX LLC
(‘‘Phlx’’ or ‘‘Exchange’’) 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Exchange’s Pricing Schedule to waive
the Application and Initiation Fees, for
a defined period of time, in order that
certain market making firms may
comply with new requirements imposed
by the Exchange at no additional cost.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxphlx.cchwallstreet.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
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\08MYN1.SGM
08MYN1
26842
Federal Register / Vol. 78, No. 89 / Wednesday, May 8, 2013 / Notices
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
mstockstill on DSK4VPTVN1PROD with NOTICES
1. Purpose
The Exchange recently amended
various Exchange Rules to establish that
member organizations may qualify to be
Remote Streaming Quote Traders 3 with
as many as three affiliated RSQTs.4
RSQTs are, along with Specialists,5 one
of several types of Registered Option
Traders (‘‘ROTs’’) 6 on the Exchange.
SR–Phlx–2013–03 amended Rules 507
and 1014 to define a Remote Streaming
Quote Trader Organization or
(‘‘RSQTO’’) and a Remote Market Maker
Organizations (‘‘RMOs’’).7 In addition
RSQTs may also be referred to as
Remote Market Markers (‘‘RMMs’’).8
Amended Rule 507(a) provides that
‘‘. . . [a]s many as three RSQTs at any
time may be identified by and affiliated
with an RSQTO. Each of the affiliated
RSQTs must be qualified as an ROT and
must be in good standing.’’ 9 Further,
the rule change requires that ‘‘[u]pon
approval of the proposal . . . each
3 A Remote Streaming Quote Trader (‘‘RSQT’’) is
defined in Exchange Rule 1014(b)(ii)(B) as an
Registered Options Trader that is a member or
member organization with no physical trading floor
presence who has received permission from the
Exchange to generate and submit option quotations
electronically in options to which such RSQT has
been assigned. An RSQT may only submit such
quotations electronically from off the floor of the
Exchange.
4 See Securities Exchange Act Release No. 68689
(January 18, 2013), 78 FR 5518 (January 25, 2013)
(SR–Phlx–2013–03) (a rule change which amended
Phlx Rules 507 and 1014 to enable RSQT
Organizations to affiliate with up to three RSQTS).
5 A Specialist is an Exchange member who is
registered as an options specialist pursuant to Rule
1020(a).
6 A ROT includes a Streaming Quote Trader
(‘‘SQT’’), a RSQT and a Non-SQT, which by
definition is neither a SQT nor a RSQT. A ROT is
defined in Exchange Rule 1014(b) as a regular
member of the Exchange located on the trading
floor who has received permission from the
Exchange to trade in options for his own account.
See Exchange Rule 1014 (b)(i) and (ii). Rule 1014
states that, in addition to other requirements, on a
daily basis RSQTs and other SQTs are responsible
to quote two-sided markets in not less than a
specified percentage of options assigned by the
Exchange at the request of such traders, unless
specifically exempted from such quoting (marketmaking) responsibility.
7 See Exchange Rule 507(a) and 1014(b)(ii)(B). See
Securities Exchange Act Release No. 68689 (January
18, 2013), 78 FR 5518 (January 25, 2013) (SR–Phlx–
2013–03). This filing became effective on April 19,
2013.
8 See Rule 507(a).
9 Id.
VerDate Mar<15>2010
17:56 May 07, 2013
Jkt 229001
member organization operating as an
RSQT pursuant this rule will: (a) be
deemed an RSQTO, and b) within 21
days notify the Exchange of no more
three RSQTs affiliated with the RSQTO
(the ‘‘Conversion Period’’).’’ 10
Phlx member organizations are
required to have one associated person
designated as their qualifying permit
holder in order for the firm to be eligible
for membership.11 Further, ‘‘[a]ny Series
A–1 permit holder who is associated
with a duly qualified and registered
member organization (unless such
holder’s permit has been terminated or
the rights and privileges thereof have
been suspended or restricted) shall,
subject to the By-Laws (including,
without limitation, Section 6–1 thereof)
and these Rules, be: . . . (ii) required to
designate a single existing or applying
member organization as such permit
holder’s ‘‘primarily affiliated’’ member
organization for the purpose of
exercising (through such member
organization’s designated Member
Organization Representative) such
permit holder’s right to vote, as set forth
in Article II of the By-Laws, provided
that, if such holder designates any
applying member organization, such
holder will then also qualify such
applying member organization for the
purposes of Rule 921(a); and (iii)
required to maintain a primary
affiliation, as described in the foregoing
clause (ii), with an eligible member
organization at all times that such
holder holds a permit.
In light of SR–Phlx–2013–03, the
Exchange now requires that each
RSQTO have a minimum of one
affiliated RMM (an RSQT) to qualify the
RSQTO. The RSQTO may have up to a
maximum of three affiliated RMMS
under the amended rules. The Exchange
anticipates that during the Conversion
Period certain RSQTOs will need to
transfer their existing permit to an
RMM, by filing an Individual Member
Application with the Exchange for the
10 See Rule 507(a). See also Options Trader Alert
(‘‘OTA’’) #2013–21 dated April 22, 2013 which
provided additional notice to RSQTOs of their
obligation to notify the Exchange of affiliated RMMs
during the Conversion Period.
11 See Exchange Rule 908 entitled ‘‘Rights and
Privileges of A–1 Permits.’’ Specifically, ‘‘[a] Series
A–1 permit shall only be issued to an individual
who is a natural person of at least twenty-one (21)
years of age. A Series A–1 permit shall only be
issued to a corporation who meets the eligibility
and application requirements set forth in the ByLaws and Rules, including, without limitation, Rule
972, and no individual shall hold more than a
single Series A–1 permit. Series A–1 permits issued
in accordance with this Rule 908 shall be in such
limited or unlimited number and may be issued
from time to time by the Exchange, in each case as
determined by the Board of Directors in its sole
discretion.’’ See Rule 908(b).
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
RMM pursuant to Rule 900.2, in order
to comply with the new requirements.
Today, all new member applicants are
assessed an Application Fee of $350.00
and an Initiation Fee of $1,500. Under
the current Pricing Schedule, an RMM
would be assessed these fees as a new
Phlx member.
The Exchange desires to assist
RSQTOs in complying with the
requirements of Rule 507(a) during the
Conversion Period without incurring
additional costs. The Exchange,
therefore, proposes to waive both the
Application and Initiation Fees for
existing RSQTOs desiring to file an
application to transfer their existing
permits to a new RMM during the
Conversion Period. The Exchange will
only waive the Application and
Initiation Fees for RSQTOs to qualify up
to one RMM, provided the existing
qualifier is not an RMM today. If an
RSQTO desires to qualify up to the
maximum number of three RMMs, only
the first application involving the
transfer of the existing permit to a new
RMM will receive the waiver of the
Application and Initiation Fees, the
other two RMMs would be assessed the
Application and Initiation Fees. In
addition, new RSQTOs would be
assessed the Application and Initiation
Fees, the waiver would only apply to
existing RSQTOs.
The waiver period will be from April
24, 2013 to May 13, 2013.12 The
Exchange is proposing to add rule text
to the Pricing Schedule to note the
waiver period.
2. Statutory Basis
The Exchange believes that its
proposal to amend its Pricing Schedule
is consistent with Section 6(b) of the
Act 13 in general, and furthers the
objectives of Section 6(b)(4) of the Act 14
in particular, in that it is an equitable
allocation of reasonable fees and other
charges among Exchange members and
other persons using its facilities.
The Exchange believes that the
proposal is reasonable because the
Exchange is seeking to lower costs for
RSQTOs that are impacted by the recent
amendment to Rules 507 and 1014. The
Exchange does not desire to increase
costs for RSQTOs attempting to comply
with the new requirements of Rule
507(a) during the Conversion Period.
The Exchange also believes that the
proposal is equitable and not unfairly
12 Pursuant to SR–Phlx–2013–03, the Conversion
Period starts at the later of the approval of SR–
Phlx–2013–03, which was on April 19, 2013, or the
issuance of an OTA by the Exchange, which was on
April 22, 2013, and ends 21 days later.
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(4).
E:\FR\FM\08MYN1.SGM
08MYN1
Federal Register / Vol. 78, No. 89 / Wednesday, May 8, 2013 / Notices
discriminatory because the Exchange is
uniformly applying the waiver to all
RSQTOs impacted by the proposal who
are current members of the Exchange.
All other market participants would not
be affected by the rule change as it
applies specifically to remote market
makers. Further, new RSQTOs to the
Exchange should pay Application and
Initiation Fees similar to current
RSQTOs that incurred those fees at the
time of application.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange is waiving the fees associated
with complying with Rule 507(a) during
the Conversion Period for RSQTOs that
would be impacted and incur fees not
borne by other Exchange members. The
Exchange does not believe that the
waiver creates an undue burden on
competition, rather the waiver attempts
to equalize the treatment of its members
in not imposing higher costs on market
making firms.
The Exchange operates in a highly
competitive market, comprised of
eleven exchanges, in which market
participants can easily and readily
direct order flow to competing venues if
they deem fee levels at a particular
venue to be excessive. Accordingly, the
fees that are assessed are influenced by
robust market forces and therefore must
remain competitive with fees charged
and rebates paid by other venues and
therefore must continue to be reasonable
and equitably allocated to those
members that opt to direct orders to the
Exchange rather than competing venues.
mstockstill on DSK4VPTVN1PROD with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.15 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,
15 15
U.S.C. 78s(b)(3)(A)(ii).
VerDate Mar<15>2010
17:56 May 07, 2013
Jkt 229001
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
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–Phlx–2013–43 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–Phlx–2013–43. 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–Phlx–
PO 00000
Frm 00097
Fmt 4703
Sfmt 4703
26843
2013–43 and should be submitted on or
before May 29, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–10875 Filed 5–7–13; 8:45 am]
BILLING CODE 8011–01–P
SOCIAL SECURITY ADMINISTRATION
Agency Information Collection
Activities; Proposed Request
The Social Security Administration
(SSA) publishes a list of information
collection packages requiring clearance
by the Office of Management and
Budget (OMB) in compliance with
Public Law 104–13, the Paperwork
Reduction Act of 1995, effective October
1, 1995. This notice includes revisions
of OMB-approved information
collections.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and ways to
minimize burden on respondents,
including the use of automated
collection techniques or other forms of
information technology. Mail, email, or
fax your comments and
recommendations on the information
collection(s) to the OMB Desk Officer
and SSA Reports Clearance Officer at
the following addresses or fax numbers.
(OMB)
Office of Management and Budget,
Attn: Desk Officer for SSA, Fax:
202–395–6974, Email address:
OIRA_Submission@omb.eop.gov.
(SSA)
Social Security Administration,
DCRDP, Attn: Reports Clearance
Director, 107 Altmeyer Building,
6401 Security Blvd., Baltimore, MD
21235, Fax: 410–966–2830, Email
address: OR.Reports.Clearance@
ssa.gov.
The information collections below are
pending at SSA. SSA will submit them
to OMB within 60 days from the date of
this notice. To be sure we consider your
comments, we must receive them no
later than July 8, 2013. Individuals can
obtain copies of the collection
instruments by writing to the above
email address.
1. Work Incentives Planning and
Assistance Program—0960–0629. As
part of SSA’s strategy to assist Social
Security Disability Insurance (SSDI)
16 17
E:\FR\FM\08MYN1.SGM
CFR 200.30–3(a)(12).
08MYN1
Agencies
[Federal Register Volume 78, Number 89 (Wednesday, May 8, 2013)]
[Notices]
[Pages 26841-26843]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-10875]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
Release No. 34-69500; File No. SR-Phlx-2013-43]
Self-Regulatory Organizations; NASDAQ OMX PHLX LLC; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Waive the
Application and Initiation Fees in Certain Circumstances
May 2, 2013.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 \2\ thereunder, notice is hereby given
that on April 24, 2013, NASDAQ OMX PHLX LLC (``Phlx'' or ``Exchange'')
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 the Exchange's Pricing Schedule to
waive the Application and Initiation Fees, for a defined period of
time, in order that certain market making firms may comply with new
requirements imposed by the Exchange at no additional cost.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxphlx.cchwallstreet.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
[[Page 26842]]
statements may be examined at the places specified in Item IV below.
The Exchange has prepared summaries, set forth in sections A, B, and C
below, of the most significant 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 Exchange recently amended various Exchange Rules to establish
that member organizations may qualify to be Remote Streaming Quote
Traders \3\ with as many as three affiliated RSQTs.\4\ RSQTs are, along
with Specialists,\5\ one of several types of Registered Option Traders
(``ROTs'') \6\ on the Exchange. SR-Phlx-2013-03 amended Rules 507 and
1014 to define a Remote Streaming Quote Trader Organization or
(``RSQTO'') and a Remote Market Maker Organizations (``RMOs'').\7\ In
addition RSQTs may also be referred to as Remote Market Markers
(``RMMs'').\8\ Amended Rule 507(a) provides that ``. . . [a]s many as
three RSQTs at any time may be identified by and affiliated with an
RSQTO. Each of the affiliated RSQTs must be qualified as an ROT and
must be in good standing.'' \9\ Further, the rule change requires that
``[u]pon approval of the proposal . . . each member organization
operating as an RSQT pursuant this rule will: (a) be deemed an RSQTO,
and b) within 21 days notify the Exchange of no more three RSQTs
affiliated with the RSQTO (the ``Conversion Period'').'' \10\
---------------------------------------------------------------------------
\3\ A Remote Streaming Quote Trader (``RSQT'') is defined in
Exchange Rule 1014(b)(ii)(B) as an Registered Options Trader that is
a member or member organization with no physical trading floor
presence who has received permission from the Exchange to generate
and submit option quotations electronically in options to which such
RSQT has been assigned. An RSQT may only submit such quotations
electronically from off the floor of the Exchange.
\4\ See Securities Exchange Act Release No. 68689 (January 18,
2013), 78 FR 5518 (January 25, 2013) (SR-Phlx-2013-03) (a rule
change which amended Phlx Rules 507 and 1014 to enable RSQT
Organizations to affiliate with up to three RSQTS).
\5\ A Specialist is an Exchange member who is registered as an
options specialist pursuant to Rule 1020(a).
\6\ A ROT includes a Streaming Quote Trader (``SQT''), a RSQT
and a Non-SQT, which by definition is neither a SQT nor a RSQT. A
ROT is defined in Exchange Rule 1014(b) as a regular member of the
Exchange located on the trading floor who has received permission
from the Exchange to trade in options for his own account. See
Exchange Rule 1014 (b)(i) and (ii). Rule 1014 states that, in
addition to other requirements, on a daily basis RSQTs and other
SQTs are responsible to quote two-sided markets in not less than a
specified percentage of options assigned by the Exchange at the
request of such traders, unless specifically exempted from such
quoting (market-making) responsibility.
\7\ See Exchange Rule 507(a) and 1014(b)(ii)(B). See Securities
Exchange Act Release No. 68689 (January 18, 2013), 78 FR 5518
(January 25, 2013) (SR-Phlx-2013-03). This filing became effective
on April 19, 2013.
\8\ See Rule 507(a).
\9\ Id.
\10\ See Rule 507(a). See also Options Trader Alert (``OTA'')
2013-21 dated April 22, 2013 which provided additional
notice to RSQTOs of their obligation to notify the Exchange of
affiliated RMMs during the Conversion Period.
---------------------------------------------------------------------------
Phlx member organizations are required to have one associated
person designated as their qualifying permit holder in order for the
firm to be eligible for membership.\11\ Further, ``[a]ny Series A-1
permit holder who is associated with a duly qualified and registered
member organization (unless such holder's permit has been terminated or
the rights and privileges thereof have been suspended or restricted)
shall, subject to the By-Laws (including, without limitation, Section
6-1 thereof) and these Rules, be: . . . (ii) required to designate a
single existing or applying member organization as such permit holder's
``primarily affiliated'' member organization for the purpose of
exercising (through such member organization's designated Member
Organization Representative) such permit holder's right to vote, as set
forth in Article II of the By-Laws, provided that, if such holder
designates any applying member organization, such holder will then also
qualify such applying member organization for the purposes of Rule
921(a); and (iii) required to maintain a primary affiliation, as
described in the foregoing clause (ii), with an eligible member
organization at all times that such holder holds a permit.
---------------------------------------------------------------------------
\11\ See Exchange Rule 908 entitled ``Rights and Privileges of
A-1 Permits.'' Specifically, ``[a] Series A-1 permit shall only be
issued to an individual who is a natural person of at least twenty-
one (21) years of age. A Series A-1 permit shall only be issued to a
corporation who meets the eligibility and application requirements
set forth in the By-Laws and Rules, including, without limitation,
Rule 972, and no individual shall hold more than a single Series A-1
permit. Series A-1 permits issued in accordance with this Rule 908
shall be in such limited or unlimited number and may be issued from
time to time by the Exchange, in each case as determined by the
Board of Directors in its sole discretion.'' See Rule 908(b).
---------------------------------------------------------------------------
In light of SR-Phlx-2013-03, the Exchange now requires that each
RSQTO have a minimum of one affiliated RMM (an RSQT) to qualify the
RSQTO. The RSQTO may have up to a maximum of three affiliated RMMS
under the amended rules. The Exchange anticipates that during the
Conversion Period certain RSQTOs will need to transfer their existing
permit to an RMM, by filing an Individual Member Application with the
Exchange for the RMM pursuant to Rule 900.2, in order to comply with
the new requirements. Today, all new member applicants are assessed an
Application Fee of $350.00 and an Initiation Fee of $1,500. Under the
current Pricing Schedule, an RMM would be assessed these fees as a new
Phlx member.
The Exchange desires to assist RSQTOs in complying with the
requirements of Rule 507(a) during the Conversion Period without
incurring additional costs. The Exchange, therefore, proposes to waive
both the Application and Initiation Fees for existing RSQTOs desiring
to file an application to transfer their existing permits to a new RMM
during the Conversion Period. The Exchange will only waive the
Application and Initiation Fees for RSQTOs to qualify up to one RMM,
provided the existing qualifier is not an RMM today. If an RSQTO
desires to qualify up to the maximum number of three RMMs, only the
first application involving the transfer of the existing permit to a
new RMM will receive the waiver of the Application and Initiation Fees,
the other two RMMs would be assessed the Application and Initiation
Fees. In addition, new RSQTOs would be assessed the Application and
Initiation Fees, the waiver would only apply to existing RSQTOs.
The waiver period will be from April 24, 2013 to May 13, 2013.\12\
The Exchange is proposing to add rule text to the Pricing Schedule to
note the waiver period.
---------------------------------------------------------------------------
\12\ Pursuant to SR-Phlx-2013-03, the Conversion Period starts
at the later of the approval of SR-Phlx-2013-03, which was on April
19, 2013, or the issuance of an OTA by the Exchange, which was on
April 22, 2013, and ends 21 days later.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that its proposal to amend its Pricing
Schedule is consistent with Section 6(b) of the Act \13\ in general,
and furthers the objectives of Section 6(b)(4) of the Act \14\ in
particular, in that it is an equitable allocation of reasonable fees
and other charges among Exchange members and other persons using its
facilities.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The Exchange believes that the proposal is reasonable because the
Exchange is seeking to lower costs for RSQTOs that are impacted by the
recent amendment to Rules 507 and 1014. The Exchange does not desire to
increase costs for RSQTOs attempting to comply with the new
requirements of Rule 507(a) during the Conversion Period. The Exchange
also believes that the proposal is equitable and not unfairly
[[Page 26843]]
discriminatory because the Exchange is uniformly applying the waiver to
all RSQTOs impacted by the proposal who are current members of the
Exchange. All other market participants would not be affected by the
rule change as it applies specifically to remote market makers.
Further, new RSQTOs to the Exchange should pay Application and
Initiation Fees similar to current RSQTOs that incurred those fees at
the time of application.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. The Exchange is waiving the
fees associated with complying with Rule 507(a) during the Conversion
Period for RSQTOs that would be impacted and incur fees not borne by
other Exchange members. The Exchange does not believe that the waiver
creates an undue burden on competition, rather the waiver attempts to
equalize the treatment of its members in not imposing higher costs on
market making firms.
The Exchange operates in a highly competitive market, comprised of
eleven exchanges, in which market participants can easily and readily
direct order flow to competing venues if they deem fee levels at a
particular venue to be excessive. Accordingly, the fees that are
assessed are influenced by robust market forces and therefore must
remain competitive with fees charged and rebates paid by other venues
and therefore must continue to be reasonable and equitably allocated to
those members that opt to direct orders to the Exchange rather than
competing venues.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\15\ 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. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78s(b)(3)(A)(ii).
---------------------------------------------------------------------------
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-Phlx-2013-43 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-Phlx-2013-43. 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-Phlx-2013-43 and should be
submitted on or before May 29, 2013.
---------------------------------------------------------------------------
\16\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-10875 Filed 5-7-13; 8:45 am]
BILLING CODE 8011-01-P