Self-Regulatory Organizations; National Securities Clearing Corporation; Notice of Filing of Proposed Rule Change, as Modified by Amendment No. 1, To Require that All Locked-in Trade Data Submitted to It for Trade Recording be Submitted in Real-Time, 29408-29410 [2013-11918]
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29408
Federal Register / Vol. 78, No. 97 / Monday, May 20, 2013 / Notices
or market participants may elect to
become Floor Brokers or market
participants at CBOE.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
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)
of the Act 6 and paragraph (f) of Rule
19b–4 7 thereunder. 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 will institute proceedings
to determine whether the proposed rule
change 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:
mstockstill on DSK4VPTVN1PROD with NOTICES
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–CBOE–2013–049 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–CBOE–2013–049. 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 20549–1090, 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–CBOE–
2013–049, and should be submitted on
or before June 10, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–11896 Filed 5–17–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69571; File No. SR–NSCC–
2013–05]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Notice of Filing of
Proposed Rule Change, as Modified by
Amendment No. 1, To Require that All
Locked-in Trade Data Submitted to It
for Trade Recording be Submitted in
Real-Time
May 14, 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 April 30,
2013, National Securities Clearing
Corporation (‘‘NSCC’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) a proposed rule change
as described in Items I, II and III below,
which Items have been prepared
primarily by NSCC. On May 14, 2013,
8 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
6 15
U.S.C. 78s(b)(3)(A).
7 17 CFR 240.19b–4(f).
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19:09 May 17, 2013
1 15
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NSCC filed Amendment No. 1 to the
proposed rule change.3 The Commission
is publishing this notice to solicit
comments on the proposed rule change,
as modified, from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
NSCC is proposing to modify its Rules
to require that all locked-in trade data
submitted to NSCC for trade recording
be submitted in real-time, as defined
below, and to prohibit pre-netting and
other practices that prevent real-time
trade submission.
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.4
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is for NSCC to modify its Rules
to require that all locked-in trade data
submitted to NSCC for trade recording
be submitted in real-time,5 and to
prohibit pre-netting and other practices
that prevent real-time trade submission.
According to NSCC, the majority of all
transactions processed at NSCC are
submitted on a locked-in basis by selfregulatory organizations (‘‘SROs’’)
(including national and regional
exchanges and marketplaces) and
Qualified Special Representatives
(‘‘QSRs’’).6 Currently, NSCC data reveals
3 In Amendment No. 1, NSCC modified Exhibit 5
to the original proposed rule change filing to correct
a typographical error in the text of its Rules &
Procedures (‘‘Rules’’) related to the proposed rule
change.
4 The Commission has modified the text of the
summaries prepared by NSCC.
5 The term ‘‘real-time,’’ when used with respect
to trade submission, will be defined in Procedure
XIII (Definitions) of NSCC’s Rules as the submission
of such data on a trade-by-trade basis promptly after
trade execution, in any format and by any
communication method acceptable to NSCC.
6 QSRs are NSCC Members that either (i) operate
an automated execution system where they are
always the contra side of every trade, (ii) are the
parent or affiliate of an entity operating such an
automated system, where they are the contra side
of every trade, or (iii) clear for a broker-dealer that
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that all exchanges 7 and some QSRs
submit trades executed on their
respective markets in real-time,
representing approximately 91% of the
locked-in trades submitted to NSCC
today. The proposed rule change would
require that all locked-in trades
submitted for trade recording by SROs
and QSRs be submitted to NSCC in realtime.8
NSCC is also proposing to prohibit
practices that preclude real-time
submission, such as pre-netting.
Typically, pre-netting is done on a
bilateral basis between a QSR and its
customer, both NSCC Members. Any
pre-netting practices—whether in the
form of ‘‘summarization’’ (i.e.,
technique in which the clearing broker
nets all trades in a single CUSIP by the
same correspondent broker into fewer
submitted trades), ‘‘compression’’ (i.e.,
technique to combine submissions of
data for multiple trades to the point
where the identity of the party actually
responsible for the trades is masked),
netting, or any other practice that
combines two or more trades prior to
their submission to NSCC (collectively,
‘‘pre-netting’’)—prevent the submission
to NSCC of transactions on a trade-bytrade basis, and cause submitting firms
to delay submission of their trades.
According to NSCC, these practices
disrupt NSCC’s ability to accurately
monitor market and credit risks as they
evolve during the trading day.
Therefore, NSCC’s proposal will
prohibit pre-netting activity on the part
of entities submitting original trade data
on a locked-in basis.9 The rules of
NSCC’s affiliate Fixed Income Clearing
Corporation (‘‘FICC’’) currently prohibit
such activity, and this proposed rule
change would align NSCC’s trade
submission rules with those of FICC.10
operates such a system and the subscribers to the
system acknowledge the clearing Member’s role in
the clearance and settlement of these trades.
7 One executing market with very low trade
volume does not yet submit trades in real-time.
8 NSCC is not at this time modifying Procedure
III (Trade Recording Service (Interface Clearing
Procedures)) of its Rules, so files submitted to NSCC
by The Options Clearing Corporation (‘‘OCC’’)
relating to option exercises and assignments
(Procedure III, Section D—Settlement of Option
Exercises and Assignments) will not be required to
be submitted in real-time. OCC’s process of
assigning option assignments is and will continue
to be an end-of-day process.
9 Trades executed in the normal course of
business between a Member that clears for other
broker-dealers, and its correspondent, or between
correspondents of the Member, which
correspondent(s) is not itself a Member and settles
such obligations through such clearing Member
(i.e., ‘‘internalized trades’’) are not required to be
submitted to the Corporation and shall not be
considered to violate the pre-netting prohibition.
10 See, e.g., GSD Rule 11 (Netting System),
Section 3 (‘‘All trade data required to be submitted
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19:09 May 17, 2013
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NSCC does not expect the proposed
rule changes to impact trade volumes
significantly. According to NSCC, the
majority of trades are currently being
submitted to NSCC in real-time on a
trade-by-trade basis, and NSCC is
operationally capable of managing trade
volumes that are multiple times larger
than the historical peak volumes.
NSCC’s trade capture application,
Universal Trade Capture, provides
contract information to Members in realtime. Receipt of trade data in real-time
will enable NSCC to record, and report
to Members, trade data as it is received
by the marketplaces, thereby promoting
intra-day reconciliation of transactions
at the Member level.
In the wake of recent industry
disruptions, industry participants have
been focused on developing controls to
address the risks that arise from
technology issues. NSCC believes that
technology issues that could potentially
cause significant disruptions and losses
have become more likely in the
securities markets that have leveraged
technology advances to move to higher
frequency trading environment. A
comment letter submitted to the
Commission in advance of the its
Technology and Trading Roundtable,
held in October 2012, and signed by a
number of industry participants
including SROs, broker-dealers, and
buy-side firms, supported this proposed
rule change as a crucial component of
the industry controls that could increase
market transparency and ultimately
mitigate risks associated with highfrequency trading and related
technology.11
As a central counterparty, NSCC
contributes to market stability by
interposing itself between
counterparties to financial transactions
and thereby reducing the risk faced by
market participants. NSCC believes the
proposed rule change will align NSCC’s
Rules with the trend in risk mitigation
to move towards real-time trade
submission and processing. NSCC
believes the proposal will also support
to the Corporation under this Section must be
submitted on a trade-by-trade basis with the
original terms of the trades unaltered. A Member or
any of its Affiliates may not engage in the PreNetting of Trades prior to their submission to the
Corporation in contravention of this section. In
addition, a Member or any of its Affiliates may not
engage in any practice designed to contravene the
prohibition against the Pre-Netting of Trades.’’),
https://dtcc.com/legal/rules_proc/FICCGovernment_Security_Division_Rulebook.pdf. See
also Order Granting Approval of a Proposed Rule
Change Relating to Trade Submission Requirements
and Pre-Netting, Release No. 34–51908 (June 22,
2005), 70 FR 37450 (June 29, 2005).
11 Comment Letter signed by NYSE Euronext
dated Sept. 28, 2012 (https://www.sec.gov/
comments/4-652/4652-17.pdf).
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29409
NSCC’s critical role in maintaining
financial stability by reducing the
operational risk that results from
locked-in trade data not being submitted
to NSCC in real-time, particularly from
firms that delay trade submission so as
to pre-net their data. For example,
receipt of locked-in trade data on a realtime basis will permit NSCC’s risk
management processes to monitor trades
closer to trade execution on an intra-day
basis, and identify and risk manage any
issues relating to excessive exposure
earlier in the day. NSCC will also be
able to provide safe storage for real-time
trade data, mitigating the risk that an
event that occurs after trade execution
and disrupts trade input will
significantly delay completion of those
trades or may even cause trade data to
be lost.
While the proposed rule change will
require some QSRs to enhance their
trade submission systems, and could
cause increased fees for those NSCC
Members that pre-net their trade data so
as to reduce clearance fees, NSCC
believes the significant risk mitigation
benefits of this proposal outweigh any
temporary burdens or increased costs
that may result. As a user-owned
industry utility and a registered clearing
agency, NSCC believes it must
appropriately allocate the costs of its
services in order to maintain a fee
schedule that is fair and equitable
among its participants. According to
NSCC, enabling Members to persist in
pre-netting practices permits those
participants to evade paying their fair
share of NSCC’s costs, rendering NSCC’s
fee schedule, as currently applied,
inequitable to the firms for whom trades
are submitted in real-time without any
pre-netting. Further, over the past few
years, NSCC has adjusted its fee
schedule to give more weight to ‘‘value
transacted’’ and less weight to ‘‘units
processed,’’ which NSCC believes will
reduce the impact of this rule change on
Members’ fees.
Implementation Timeframe
Pending Commission approval of this
proposed rule change, Members will be
advised of the implementation date
through issuance of an NSCC Important
Notice. The proposed rule change will
not be implemented earlier than seven
(7) months from the date of Commission
approval.
Proposed Rule Changes
NSCC proposes to amend Rule 7
(Comparison and Trade Recording
Operation), Procedures II (Trade
Comparison and Recording Service), IV
(Special Representative Service), and
XIII (Definitions) of its Rules in order to
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Federal Register / Vol. 78, No. 97 / Monday, May 20, 2013 / Notices
require that all locked-in trades
submitted for trade recording by SROs
and QSRs be submitted on a real-time
basis, and to make clear that locked-in
trade data from SROs and QSRs must be
submitted on a trade-by-trade basis, in
the original form in which they are
executed, and that pre-netting and
similar practices are prohibited.
In light of these proposed changes,
Addendum N (Interpretation of the
Board of Directors: Locked-In Data From
Qualified Special Representatives) of
NSCC’s Rules will be deleted, as it will
be no longer relevant.
2. Statutory Basis
NSCC believes that the proposed rule
change is consistent with the
requirements of the Act, specifically
Section 17A(b)(3)(F),12 and the rules
and regulations thereunder because it
will reduce operational, market, and
credit risk to both NSCC and its
Members and promote the prompt and
accurate clearance and settlement of
securities transactions.
mstockstill on DSK4VPTVN1PROD with NOTICES
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
NSCC believes 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. The submission
requirements proposed in this filing will
be applied to all locked-in trades
submitted to NSCC, regardless of the
type of submitting entity. According to
NSCC the majority of NSCC’s trade
volume is currently submitted to NSCC
in real-time and the proposed rule
change reflects an industry trend for risk
mitigation to move towards real-time
trade submission and processing. The
proposed rule change facilitates the
orderly clearance and settlement of
securities transactions by addressing the
operational risks that are caused by the
practices it seeks to prohibit, as outlined
in Item II(A) above. As such, according
to NSCC, the business continuity and
risk-mitigation benefits of the proposed
rule change render not unreasonable or
inappropriate any burden on
competition that such submission
requirements could be regarded as
imposing.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received from
Members, Participants, or Others
While written comments relating to
the proposed rule change have not yet
been solicited with respect to this filing,
the proposed rule changes described
12 15
U.S.C. 78q–1(b)(3)(F).
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19:09 May 17, 2013
Jkt 229001
herein were subject of a prior rule filing
that was filed with the Commission in
2006 as File No. SR–NSCC–2006–04
(‘‘2006 Filing’’).13 NSCC received a
number of public comments to the 2006
Filing. NSCC submitted a public
response to each of the comments in
2006.14 The 2006 Filing was officially
withdrawn on December 29, 2011.
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.15 The clearing agency shall
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
13 Release No. 34–53742 (Apr. 28, 2006), 71 FR
26804 (May 8, 2006).
14 Response Letter from NSCC dated Aug. 18,
2006 (https://www.sec.gov/comments/sr-nscc-200604/nscc200604-9.pdf).
15 NSCC also filed the proposals contained in this
proposed rule change as an advance notice (File No.
SR–NSCC–2013–805) 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).
The Commission will consider all public comments
received on these proposed changes regardless of
whether the comments are submitted to File No.
SR–NSCC–2013–05 or File No. SR–NSCC–2013–
805.
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• Send an email to rulecomments@sec.gov. Please include File
No. SR–NSCC–2013–05 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–2013–05. 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/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
No. SR–NSCC–2013–05 and should be
submitted on or before June 10, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–11918 Filed 5–17–13; 8:45 am]
BILLING CODE 8011–01–P
16 17
E:\FR\FM\20MYN1.SGM
CFR 200.30–3(a)(12).
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Agencies
[Federal Register Volume 78, Number 97 (Monday, May 20, 2013)]
[Notices]
[Pages 29408-29410]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-11918]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69571; File No. SR-NSCC-2013-05]
Self-Regulatory Organizations; National Securities Clearing
Corporation; Notice of Filing of Proposed Rule Change, as Modified by
Amendment No. 1, To Require that All Locked-in Trade Data Submitted to
It for Trade Recording be Submitted in Real-Time
May 14, 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 April 30, 2013, National Securities Clearing Corporation (``NSCC'')
filed with the Securities and Exchange Commission (``Commission'') a
proposed rule change as described in Items I, II and III below, which
Items have been prepared primarily by NSCC. On May 14, 2013, NSCC filed
Amendment No. 1 to the proposed rule change.\3\ The Commission is
publishing this notice to solicit comments on the proposed rule change,
as modified, from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ In Amendment No. 1, NSCC modified Exhibit 5 to the original
proposed rule change filing to correct a typographical error in the
text of its Rules & Procedures (``Rules'') related to the proposed
rule change.
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
NSCC is proposing to modify its Rules to require that all locked-in
trade data submitted to NSCC for trade recording be submitted in real-
time, as defined below, and to prohibit pre-netting and other practices
that prevent real-time trade submission.
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.\4\
---------------------------------------------------------------------------
\4\ 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
1. Purpose
The purpose of the proposed rule change is for NSCC to modify its
Rules to require that all locked-in trade data submitted to NSCC for
trade recording be submitted in real-time,\5\ and to prohibit pre-
netting and other practices that prevent real-time trade submission.
---------------------------------------------------------------------------
\5\ The term ``real-time,'' when used with respect to trade
submission, will be defined in Procedure XIII (Definitions) of
NSCC's Rules as the submission of such data on a trade-by-trade
basis promptly after trade execution, in any format and by any
communication method acceptable to NSCC.
---------------------------------------------------------------------------
According to NSCC, the majority of all transactions processed at
NSCC are submitted on a locked-in basis by self-regulatory
organizations (``SROs'') (including national and regional exchanges and
marketplaces) and Qualified Special Representatives (``QSRs'').\6\
Currently, NSCC data reveals
[[Page 29409]]
that all exchanges \7\ and some QSRs submit trades executed on their
respective markets in real-time, representing approximately 91% of the
locked-in trades submitted to NSCC today. The proposed rule change
would require that all locked-in trades submitted for trade recording
by SROs and QSRs be submitted to NSCC in real-time.\8\
---------------------------------------------------------------------------
\6\ QSRs are NSCC Members that either (i) operate an automated
execution system where they are always the contra side of every
trade, (ii) are the parent or affiliate of an entity operating such
an automated system, where they are the contra side of every trade,
or (iii) clear for a broker-dealer that operates such a system and
the subscribers to the system acknowledge the clearing Member's role
in the clearance and settlement of these trades.
\7\ One executing market with very low trade volume does not yet
submit trades in real-time.
\8\ NSCC is not at this time modifying Procedure III (Trade
Recording Service (Interface Clearing Procedures)) of its Rules, so
files submitted to NSCC by The Options Clearing Corporation
(``OCC'') relating to option exercises and assignments (Procedure
III, Section D--Settlement of Option Exercises and Assignments) will
not be required to be submitted in real-time. OCC's process of
assigning option assignments is and will continue to be an end-of-
day process.
---------------------------------------------------------------------------
NSCC is also proposing to prohibit practices that preclude real-
time submission, such as pre-netting. Typically, pre-netting is done on
a bilateral basis between a QSR and its customer, both NSCC Members.
Any pre-netting practices--whether in the form of ``summarization''
(i.e., technique in which the clearing broker nets all trades in a
single CUSIP by the same correspondent broker into fewer submitted
trades), ``compression'' (i.e., technique to combine submissions of
data for multiple trades to the point where the identity of the party
actually responsible for the trades is masked), netting, or any other
practice that combines two or more trades prior to their submission to
NSCC (collectively, ``pre-netting'')--prevent the submission to NSCC of
transactions on a trade-by-trade basis, and cause submitting firms to
delay submission of their trades. According to NSCC, these practices
disrupt NSCC's ability to accurately monitor market and credit risks as
they evolve during the trading day. Therefore, NSCC's proposal will
prohibit pre-netting activity on the part of entities submitting
original trade data on a locked-in basis.\9\ The rules of NSCC's
affiliate Fixed Income Clearing Corporation (``FICC'') currently
prohibit such activity, and this proposed rule change would align
NSCC's trade submission rules with those of FICC.\10\
---------------------------------------------------------------------------
\9\ Trades executed in the normal course of business between a
Member that clears for other broker-dealers, and its correspondent,
or between correspondents of the Member, which correspondent(s) is
not itself a Member and settles such obligations through such
clearing Member (i.e., ``internalized trades'') are not required to
be submitted to the Corporation and shall not be considered to
violate the pre-netting prohibition.
\10\ See, e.g., GSD Rule 11 (Netting System), Section 3 (``All
trade data required to be submitted to the Corporation under this
Section must be submitted on a trade-by-trade basis with the
original terms of the trades unaltered. A Member or any of its
Affiliates may not engage in the Pre-Netting of Trades prior to
their submission to the Corporation in contravention of this
section. In addition, a Member or any of its Affiliates may not
engage in any practice designed to contravene the prohibition
against the Pre-Netting of Trades.''), https://dtcc.com/legal/rules_proc/FICC-Government_Security_Division_Rulebook.pdf. See also
Order Granting Approval of a Proposed Rule Change Relating to Trade
Submission Requirements and Pre-Netting, Release No. 34-51908 (June
22, 2005), 70 FR 37450 (June 29, 2005).
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NSCC does not expect the proposed rule changes to impact trade
volumes significantly. According to NSCC, the majority of trades are
currently being submitted to NSCC in real-time on a trade-by-trade
basis, and NSCC is operationally capable of managing trade volumes that
are multiple times larger than the historical peak volumes. NSCC's
trade capture application, Universal Trade Capture, provides contract
information to Members in real-time. Receipt of trade data in real-time
will enable NSCC to record, and report to Members, trade data as it is
received by the marketplaces, thereby promoting intra-day
reconciliation of transactions at the Member level.
In the wake of recent industry disruptions, industry participants
have been focused on developing controls to address the risks that
arise from technology issues. NSCC believes that technology issues that
could potentially cause significant disruptions and losses have become
more likely in the securities markets that have leveraged technology
advances to move to higher frequency trading environment. A comment
letter submitted to the Commission in advance of the its Technology and
Trading Roundtable, held in October 2012, and signed by a number of
industry participants including SROs, broker-dealers, and buy-side
firms, supported this proposed rule change as a crucial component of
the industry controls that could increase market transparency and
ultimately mitigate risks associated with high-frequency trading and
related technology.\11\
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\11\ Comment Letter signed by NYSE Euronext dated Sept. 28, 2012
(https://www.sec.gov/comments/4-652/4652-17.pdf).
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As a central counterparty, NSCC contributes to market stability by
interposing itself between counterparties to financial transactions and
thereby reducing the risk faced by market participants. NSCC believes
the proposed rule change will align NSCC's Rules with the trend in risk
mitigation to move towards real-time trade submission and processing.
NSCC believes the proposal will also support NSCC's critical role in
maintaining financial stability by reducing the operational risk that
results from locked-in trade data not being submitted to NSCC in real-
time, particularly from firms that delay trade submission so as to pre-
net their data. For example, receipt of locked-in trade data on a real-
time basis will permit NSCC's risk management processes to monitor
trades closer to trade execution on an intra-day basis, and identify
and risk manage any issues relating to excessive exposure earlier in
the day. NSCC will also be able to provide safe storage for real-time
trade data, mitigating the risk that an event that occurs after trade
execution and disrupts trade input will significantly delay completion
of those trades or may even cause trade data to be lost.
While the proposed rule change will require some QSRs to enhance
their trade submission systems, and could cause increased fees for
those NSCC Members that pre-net their trade data so as to reduce
clearance fees, NSCC believes the significant risk mitigation benefits
of this proposal outweigh any temporary burdens or increased costs that
may result. As a user-owned industry utility and a registered clearing
agency, NSCC believes it must appropriately allocate the costs of its
services in order to maintain a fee schedule that is fair and equitable
among its participants. According to NSCC, enabling Members to persist
in pre-netting practices permits those participants to evade paying
their fair share of NSCC's costs, rendering NSCC's fee schedule, as
currently applied, inequitable to the firms for whom trades are
submitted in real-time without any pre-netting. Further, over the past
few years, NSCC has adjusted its fee schedule to give more weight to
``value transacted'' and less weight to ``units processed,'' which NSCC
believes will reduce the impact of this rule change on Members' fees.
Implementation Timeframe
Pending Commission approval of this proposed rule change, Members
will be advised of the implementation date through issuance of an NSCC
Important Notice. The proposed rule change will not be implemented
earlier than seven (7) months from the date of Commission approval.
Proposed Rule Changes
NSCC proposes to amend Rule 7 (Comparison and Trade Recording
Operation), Procedures II (Trade Comparison and Recording Service), IV
(Special Representative Service), and XIII (Definitions) of its Rules
in order to
[[Page 29410]]
require that all locked-in trades submitted for trade recording by SROs
and QSRs be submitted on a real-time basis, and to make clear that
locked-in trade data from SROs and QSRs must be submitted on a trade-
by-trade basis, in the original form in which they are executed, and
that pre-netting and similar practices are prohibited.
In light of these proposed changes, Addendum N (Interpretation of
the Board of Directors: Locked-In Data From Qualified Special
Representatives) of NSCC's Rules will be deleted, as it will be no
longer relevant.
2. Statutory Basis
NSCC believes that the proposed rule change is consistent with the
requirements of the Act, specifically Section 17A(b)(3)(F),\12\ and the
rules and regulations thereunder because it will reduce operational,
market, and credit risk to both NSCC and its Members and promote the
prompt and accurate clearance and settlement of securities
transactions.
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\12\ 15 U.S.C. 78q-1(b)(3)(F).
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(B) Self-Regulatory Organization's Statement on Burden on Competition
NSCC believes 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. The submission requirements proposed in this
filing will be applied to all locked-in trades submitted to NSCC,
regardless of the type of submitting entity. According to NSCC the
majority of NSCC's trade volume is currently submitted to NSCC in real-
time and the proposed rule change reflects an industry trend for risk
mitigation to move towards real-time trade submission and processing.
The proposed rule change facilitates the orderly clearance and
settlement of securities transactions by addressing the operational
risks that are caused by the practices it seeks to prohibit, as
outlined in Item II(A) above. As such, according to NSCC, the business
continuity and risk-mitigation benefits of the proposed rule change
render not unreasonable or inappropriate any burden on competition that
such submission requirements could be regarded as imposing.
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received from Members, Participants, or Others
While written comments relating to the proposed rule change have
not yet been solicited with respect to this filing, the proposed rule
changes described herein were subject of a prior rule filing that was
filed with the Commission in 2006 as File No. SR-NSCC-2006-04 (``2006
Filing'').\13\ NSCC received a number of public comments to the 2006
Filing. NSCC submitted a public response to each of the comments in
2006.\14\ The 2006 Filing was officially withdrawn on December 29,
2011.
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\13\ Release No. 34-53742 (Apr. 28, 2006), 71 FR 26804 (May 8,
2006).
\14\ Response Letter from NSCC dated Aug. 18, 2006 (https://www.sec.gov/comments/sr-nscc-2006-04/nscc200604-9.pdf).
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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.\15\ The clearing
agency shall post notice on its Web site of proposed changes that are
implemented.
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\15\ NSCC also filed the proposals contained in this proposed
rule change as an advance notice (File No. SR-NSCC-2013-805)
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).
The Commission will consider all public comments received on these
proposed changes regardless of whether the comments are submitted to
File No. SR-NSCC-2013-05 or File No. SR-NSCC-2013-805.
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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-2013-05 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-2013-05. 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/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 No. SR-NSCC-2013-05 and should
be submitted on or before June 10, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-11918 Filed 5-17-13; 8:45 am]
BILLING CODE 8011-01-P