Self Regulatory Organizations; Chicago Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Rule Governing the Anti-Money Laundering Compliance Program, 28924-28926 [2013-11623]
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28924
Federal Register / Vol. 78, No. 95 / Thursday, May 16, 2013 / Notices
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–
NYSEArca–2013–47 and should be
submitted on or before June 6, 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.43
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–NYSEArca 2013–47 on the
subject line.
tkelley on DSK3SPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 40 of the Act and
subparagraph (f)(2) of Rule 19b–4 41
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
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. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 42 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
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–NYSEArca–2013–47. 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
[FR Doc. 2013–11635 Filed 5–15–13; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–69552; File No. SR–CHX–
2013–09]
Self Regulatory Organizations;
Chicago Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change Amending
Rule Governing the Anti-Money
Laundering Compliance Program
May 10, 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 May 2,
2013, the Chicago Stock Exchange, Inc.
(‘‘CHX’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
40 15
1 15
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
CHX included statements concerning
the purpose of, and basis for, the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. The Exchange has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Changes
1. Purpose
Financial institutions, including
broker-dealers, must develop and
implement Anti-Money Laundering
(‘‘AML’’) programs pursuant to the Bank
Secrecy Act (‘‘BSA’’),3 as amended by
Section 352 of the Uniting and
Strengthening America by Providing
Appropriate Tools Required to Intercept
and Obstruct Terrorism Act of 2001
(‘‘PATRIOT Act’’).4 Consistent with
Department of Treasury regulation 31
CFR 103.120 under the BSA, Exchange
Article 6, Rule 12 requires that each
Participant Firm develop and
implement a written AMLCP that
specifies the minimum requirement for
these programs.
The AMLCP must include the
development of internal policies,
procedures and controls; the
designation of a person to implement
and monitor the day-to-day operations
and internal controls of the program
43 17
41 17
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
CHX proposes to amend its AntiMoney Laundering Compliance Program
(the ‘‘AMLCP’’), effective May 2, 2013.
The proposed rule change would clarify
the frequency with which a Participant
Firm must conduct independent testing
of its AMLCP and would establish the
qualifications of the person designated
to perform AMLCP testing as well as
provide guidelines for establishing the
independence of the person performing
the test. The text of this proposed rule
change is available on the Exchange’s
Web site at https://www.chx.com/rules/
proposed_rules.htm, at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
42 15 U.S.C. 78s(b)(2)(B).
VerDate Mar<15>2010
18:13 May 15, 2013
Jkt 229001
PO 00000
Frm 00129
Fmt 4703
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3 31
U.S.C. 5311 et seq.
Law 107–56, 115 Stat. 272 (2001).
4 Public
E:\FR\FM\16MYN1.SGM
16MYN1
Federal Register / Vol. 78, No. 95 / Thursday, May 16, 2013 / Notices
(commonly referred to as an ‘‘AML
Officer’’); ongoing training for
appropriate persons; and an
independent testing function for overall
compliance.
The Exchange proposes to change
CHX Article 6, Rule 12 to clarify the
language governing the frequency with
which a Participant Firm must conduct
independent testing of its AMLCP.
Additionally, the Exchange proposes to
add a new interpretation and policy to
Article 6, Rule 12 that establishes
qualifications of the person designated
to perform AMLCP testing and
guidelines for establishing the
independence of the person performing
the test.
tkelley on DSK3SPTVN1PROD with NOTICES
Timeframes for Independent Testing
The proposed rule change would
require that independent testing of
AMLCPs be conducted, at a minimum,
on an annual (calendar-year) basis by
Participant Firms, unless the Participant
Firm does not execute transactions for
customers or otherwise hold customer
accounts or act as an introducing broker
with respect to customer accounts (e.g.,
engages solely in proprietary trading, or
conducts business only with other
broker-dealers), in which case such
independent testing is required every
two years (on a calendar-year basis). The
Exchange believes that these timeframes
are reasonable in that they require more
frequent testing of AMLCPs designed to
monitor a business with customers from
the general public, which may be more
susceptible to money laundering
schemes than a strictly proprietary
business involving transactions with
other broker-dealers. Furthermore, the
one-year time frame for testing is
consistent with standard industry
practice in that it is similar to generally
accepted guidelines for conducting tests
in the context of, for instance, general
audits and branch office visits. The
proposed rule change establishes only a
minimum requirement, and makes clear
that Participants should undertake more
frequent testing when circumstances
warrant (e.g., should the business mix of
the Participant or Participant Firm
materially change; in the event of a
merger or acquisition; in light of
systemic weaknesses uncovered via
testing of the AMLCP; or in response to
other ‘‘red flags’’).
Qualification and Independence
Standards for Testing
Additionally, the Exchange proposes
to add interpretations and policies .01 to
Article 6, Rule 12 in order to establish
qualifications for the person designated
to perform AMLCP testing as well as
guidelines for establishing the
VerDate Mar<15>2010
18:13 May 15, 2013
Jkt 229001
independence of the person performing
the test. The proposed rule change
would require the person conducting
the independent test to have a working
knowledge of the applicable BSA
requirements and related regulations.
Such person need not be an employee
of the Participant or Participant Firm
since the responsibility being delegated
is essentially an auditing function and,
as such, it would not be unusual or
ineffective for it to be performed by an
independent outside party.
The proposed rule change does not
preclude an employee of the Participant
or Participant Firm from conducting the
required independent testing of the
AMLCP; however the proposed
‘‘independence’’ standard would
prohibit testing from being conducted
by a person who performs the functions
being tested, or by the designated AML
Officer, or by a person that reports to
either.
AML Officer
The proposed rule change would also
clarify that the person responsible for
implementing and monitoring the dayto-day operations and controls of the
program must be an associated person of
the Participant. This would not prohibit
a Participant that is part of a diversified
financial institution from designating an
AML Officer that is employed by the
Participant’s parent company, sister
company, or other affiliate. However, if
such a person is designated as a
Participant’s AML Officer, the Exchange
will consider that person to be an
associated person of the Participant
with respect to those activities
performed on behalf of the Participant.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act 5 in general, and
furthers the objectives of Section 6(b)(5)
of the Act 6 in particular, in that it is
designed to prevent fraudulent and
manipulative practices, to promote just
and equitable principles of trade, to
remove impediments and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. The Exchange believes
that the proposed rule change is
designed to accomplish these ends by
requiring Participants to conduct
periodic tests of their AMLCPs and
preserve the independence of their
testing personnel.
5 15
6 15
PO 00000
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00130
Fmt 4703
28925
B. Self-Regulatory Organization
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The rule
change is designed to implement the
amended AML policy in an equitable
and non-discriminatory way, and in
furtherance of the Bank Secrecy Act.
The rule change requires Participant
Firms that execute trades for customers
or hold customer accounts conduct
AML testing on an annual basis while
other Participant Firms that engage
solely in proprietary trading, or conduct
business only with other broker-dealers
may conduct an AML test on a biennial
basis. However, the Exchange believes
that the rule change does not impose a
disparate burden on competition either
among or between classes of market
participants. The Exchange believes that
these timeframes are reasonable in that
they require more frequent testing of
AMLCP designed to monitor a business
with customers from the general public,
which may be more susceptible to
money laundering schemes than a
strictly proprietary business involving
transactions with other broker-dealers.
In addition, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily favor competing venues. In such
an environment, the Exchange must
continually review its rules to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change promotes a competitive
environment by clearly outlining
Participant Firms’ obligations for AML
testing while protecting investors with
defined AML oversight in the specified
scenarios.
C. Self-Regulatory Organization’s
Statement on Comments Regarding the
Proposed Rule Changes Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Changes and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A) 7 of the Act and Rule 19b–
4(f)(6) thereunder.8 Because the
7 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to provide the
Commission with written notice of its intent to file
8 17
Continued
Sfmt 4703
E:\FR\FM\16MYN1.SGM
16MYN1
28926
Federal Register / Vol. 78, No. 95 / Thursday, May 16, 2013 / Notices
proposed rule change does not (i)
significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
for 30 days from the date on which it
was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 9 normally does not
become operative for 30 days after the
date of filing. However, pursuant to
Rule 19b–4(f)(6)(iii) 10 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 so that
the proposal may become operative
immediately upon filing.
The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest, as it
will allow the Exchange to immediately
begin requiring Participants to conduct
periodic tests of their AMLCP and
preserve the independence of their
testing personnel, and by making the
Exchange’s program requirements
generally consistent with those at other
exchanges and self-regulatory
organizations.11 For these reasons, the
Commission designates the proposed
rule change to be operative upon
filing.12
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.
tkelley on DSK3SPTVN1PROD with NOTICES
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
9 17 CFR 240.19b–4(f)(6).
10 17 CFR 240.19b–4(f)(6)(iii).
11 See e.g., NYSE Arca Equities Rule 6.17, CBOE
Rule 4.20 and FINRA Rule 3310.
12 For purposes of waiving the 30-day operative
delay, the Commission has considered the proposed
rule’s impact on efficiency, competition and capital
formation. See 15 U.S.C. 78c(f).
VerDate Mar<15>2010
18:13 May 15, 2013
Jkt 229001
including whether the proposal is
consistent with the Act. Comments may
be submitted by any of the following
methods:
Electronic Comments
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–11623 Filed 5–15–13; 8:45 am]
• 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–CHX–2013–09 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–CHX–2013–09. 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 Section, 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 will also be available for
inspection and copying at the CHX’s
principal office and on its Internet Web
site at www.chx.com. 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–CHX–2013–09 and should
be submitted on or before June 6, 2013.
PO 00000
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69553; File No. SR–
NYSEMKT–2013–40]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Establishing Non-Display
Usage Fees and Amending the
Professional End-User Fees for NYSE
Amex Options Market Data
May 10, 2013.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on May 1,
2013, NYSE MKT LLC (the ‘‘Exchange’’
or ‘‘NYSE MKT’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. 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 establish
non-display usage fees and to amend the
Professional End-User fees for NYSE
Amex Options market data, operative on
May 1, 2013. The text of the proposed
rule change is available on the
Exchange’s Web site at www.nyse.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
self-regulatory organization 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 those statements may be examined at
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
Frm 00131
Fmt 4703
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E:\FR\FM\16MYN1.SGM
16MYN1
Agencies
[Federal Register Volume 78, Number 95 (Thursday, May 16, 2013)]
[Notices]
[Pages 28924-28926]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-11623]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69552; File No. SR-CHX-2013-09]
Self Regulatory Organizations; Chicago Stock Exchange, Inc.;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Amending Rule Governing the Anti-Money Laundering Compliance Program
May 10, 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 May 2, 2013, the Chicago Stock Exchange, Inc. (``CHX'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by the Exchange. The
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
CHX proposes to amend its Anti-Money Laundering Compliance Program
(the ``AMLCP''), effective May 2, 2013. The proposed rule change would
clarify the frequency with which a Participant Firm must conduct
independent testing of its AMLCP and would establish the qualifications
of the person designated to perform AMLCP testing as well as provide
guidelines for establishing the independence of the person performing
the test. The text of this proposed rule change is available on the
Exchange's Web site at https://www.chx.com/rules/proposed_rules.htm, 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, CHX included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Changes
1. Purpose
Financial institutions, including broker-dealers, must develop and
implement Anti-Money Laundering (``AML'') programs pursuant to the Bank
Secrecy Act (``BSA''),\3\ as amended by Section 352 of the Uniting and
Strengthening America by Providing Appropriate Tools Required to
Intercept and Obstruct Terrorism Act of 2001 (``PATRIOT Act'').\4\
Consistent with Department of Treasury regulation 31 CFR 103.120 under
the BSA, Exchange Article 6, Rule 12 requires that each Participant
Firm develop and implement a written AMLCP that specifies the minimum
requirement for these programs.
---------------------------------------------------------------------------
\3\ 31 U.S.C. 5311 et seq.
\4\ Public Law 107-56, 115 Stat. 272 (2001).
---------------------------------------------------------------------------
The AMLCP must include the development of internal policies,
procedures and controls; the designation of a person to implement and
monitor the day-to-day operations and internal controls of the program
[[Page 28925]]
(commonly referred to as an ``AML Officer''); ongoing training for
appropriate persons; and an independent testing function for overall
compliance.
The Exchange proposes to change CHX Article 6, Rule 12 to clarify
the language governing the frequency with which a Participant Firm must
conduct independent testing of its AMLCP. Additionally, the Exchange
proposes to add a new interpretation and policy to Article 6, Rule 12
that establishes qualifications of the person designated to perform
AMLCP testing and guidelines for establishing the independence of the
person performing the test.
Timeframes for Independent Testing
The proposed rule change would require that independent testing of
AMLCPs be conducted, at a minimum, on an annual (calendar-year) basis
by Participant Firms, unless the Participant Firm does not execute
transactions for customers or otherwise hold customer accounts or act
as an introducing broker with respect to customer accounts (e.g.,
engages solely in proprietary trading, or conducts business only with
other broker-dealers), in which case such independent testing is
required every two years (on a calendar-year basis). The Exchange
believes that these timeframes are reasonable in that they require more
frequent testing of AMLCPs designed to monitor a business with
customers from the general public, which may be more susceptible to
money laundering schemes than a strictly proprietary business involving
transactions with other broker-dealers. Furthermore, the one-year time
frame for testing is consistent with standard industry practice in that
it is similar to generally accepted guidelines for conducting tests in
the context of, for instance, general audits and branch office visits.
The proposed rule change establishes only a minimum requirement, and
makes clear that Participants should undertake more frequent testing
when circumstances warrant (e.g., should the business mix of the
Participant or Participant Firm materially change; in the event of a
merger or acquisition; in light of systemic weaknesses uncovered via
testing of the AMLCP; or in response to other ``red flags'').
Qualification and Independence Standards for Testing
Additionally, the Exchange proposes to add interpretations and
policies .01 to Article 6, Rule 12 in order to establish qualifications
for the person designated to perform AMLCP testing as well as
guidelines for establishing the independence of the person performing
the test. The proposed rule change would require the person conducting
the independent test to have a working knowledge of the applicable BSA
requirements and related regulations. Such person need not be an
employee of the Participant or Participant Firm since the
responsibility being delegated is essentially an auditing function and,
as such, it would not be unusual or ineffective for it to be performed
by an independent outside party.
The proposed rule change does not preclude an employee of the
Participant or Participant Firm from conducting the required
independent testing of the AMLCP; however the proposed ``independence''
standard would prohibit testing from being conducted by a person who
performs the functions being tested, or by the designated AML Officer,
or by a person that reports to either.
AML Officer
The proposed rule change would also clarify that the person
responsible for implementing and monitoring the day-to-day operations
and controls of the program must be an associated person of the
Participant. This would not prohibit a Participant that is part of a
diversified financial institution from designating an AML Officer that
is employed by the Participant's parent company, sister company, or
other affiliate. However, if such a person is designated as a
Participant's AML Officer, the Exchange will consider that person to be
an associated person of the Participant with respect to those
activities performed on behalf of the Participant.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act \5\ in general, and furthers the
objectives of Section 6(b)(5) of the Act \6\ in particular, in that it
is designed to prevent fraudulent and manipulative practices, to
promote just and equitable principles of trade, to remove impediments
and perfect the mechanism of a free and open market and a national
market system, and, in general, to protect investors and the public
interest. The Exchange believes that the proposed rule change is
designed to accomplish these ends by requiring Participants to conduct
periodic tests of their AMLCPs and preserve the independence of their
testing personnel.
---------------------------------------------------------------------------
\5\ 15 U.S.C. 78f(b).
\6\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
B. Self-Regulatory Organization Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The rule change is designed
to implement the amended AML policy in an equitable and non-
discriminatory way, and in furtherance of the Bank Secrecy Act. The
rule change requires Participant Firms that execute trades for
customers or hold customer accounts conduct AML testing on an annual
basis while other Participant Firms that engage solely in proprietary
trading, or conduct business only with other broker-dealers may conduct
an AML test on a biennial basis. However, the Exchange believes that
the rule change does not impose a disparate burden on competition
either among or between classes of market participants. The Exchange
believes that these timeframes are reasonable in that they require more
frequent testing of AMLCP designed to monitor a business with customers
from the general public, which may be more susceptible to money
laundering schemes than a strictly proprietary business involving
transactions with other broker-dealers.
In addition, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing venues. In such an environment, the Exchange must continually
review its rules to remain competitive with other exchanges. For the
reasons described above, the Exchange believes that the proposed rule
change promotes a competitive environment by clearly outlining
Participant Firms' obligations for AML testing while protecting
investors with defined AML oversight in the specified scenarios.
C. Self-Regulatory Organization's Statement on Comments Regarding the
Proposed Rule Changes Received From Members, Participants or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Changes and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A) \7\ of the Act and Rule 19b-4(f)(6) thereunder.\8\ Because
the
[[Page 28926]]
proposed rule change does not (i) significantly affect the protection
of investors or the public interest; (ii) impose any significant burden
on competition; and (iii) become operative for 30 days from the date on
which it was filed, or such shorter time as the Commission may
designate, if consistent with the protection of investors and the
public interest, the proposed rule change has become effective pursuant
to Section 19(b)(3)(A) of the Act and Rule 19b-4(f)(6) thereunder.
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\7\ 15 U.S.C. 78s(b)(3)(A).
\8\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires the Exchange to provide the Commission with written notice
of its intent to file the proposed rule change, along with a brief
description and text of the proposed rule change, at least five
business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission. The
Exchange has satisfied this requirement.
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A proposed rule change filed under Rule 19b-4(f)(6) \9\ normally
does not become operative for 30 days after the date of filing.
However, pursuant to Rule 19b-4(f)(6)(iii) \10\ 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 so that the proposal
may become operative immediately upon filing.
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\9\ 17 CFR 240.19b-4(f)(6).
\10\ 17 CFR 240.19b-4(f)(6)(iii).
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The Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public interest, as
it will allow the Exchange to immediately begin requiring Participants
to conduct periodic tests of their AMLCP and preserve the independence
of their testing personnel, and by making the Exchange's program
requirements generally consistent with those at other exchanges and
self-regulatory organizations.\11\ For these reasons, the Commission
designates the proposed rule change to be operative upon filing.\12\
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\11\ See e.g., NYSE Arca Equities Rule 6.17, CBOE Rule 4.20 and
FINRA Rule 3310.
\12\ For purposes of waiving the 30-day operative delay, the
Commission has considered the proposed rule's impact on efficiency,
competition and capital formation. See 15 U.S.C. 78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposal 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-CHX-2013-09 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-CHX-2013-09. 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 Section, 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 will also be available
for inspection and copying at the CHX's principal office and on its
Internet Web site at www.chx.com. 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-CHX-2013-09 and
should be submitted on or before June 6, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-11623 Filed 5-15-13; 8:45 am]
BILLING CODE 8011-01-P