Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing of Proposed Rule Change Relating to Amendments to the Code of Arbitration Procedure for Customer Disputes Concerning Panel Composition, 37267-37269 [2013-14682]
Download as PDF
Federal Register / Vol. 78, No. 119 / Thursday, June 20, 2013 / Notices
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 the
filing will also be available for
inspection and copying at the NYSE’s
principal office and on its Internet Web
site at www.nyse.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–NYSE–
2013–38 and should be submitted on or
before July 11, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–14687 Filed 6–19–13; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69762; File No. SR–FINRA–
2013–023]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Proposed Rule Change Relating to
Amendments to the Code of
Arbitration Procedure for Customer
Disputes Concerning Panel
Composition
TKELLEY on DSK3SPTVN1PROD with NOTICES
June 13, 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 June 3,
2013, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II,
and III below, which Items have been
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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17:01 Jun 19, 2013
Jkt 229001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
FINRA is proposing to amend FINRA
Rule 12403 of the Code of Arbitration
Procedure for Customer Disputes
(‘‘Customer Code’’) to simplify
arbitration panel selection in cases with
three arbitrators. Under the proposed
rule change, FINRA would no longer
require a customer to elect a panel
selection method, and parties in all
customer cases with three arbitrators
would get the same selection method.
FINRA would provide all parties with
lists of ten chair-qualified public
arbitrators, ten public arbitrators, and
ten non-public arbitrators. FINRA
would permit the parties to strike four
arbitrators on the chair-qualified public
list and four arbitrators on the public
list. However, any party could select an
all-public arbitration panel by striking
all of the arbitrators on the non-public
list.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA 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
BILLING CODE 8011–01–P
16 17
substantially prepared by FINRA. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
In its filing with the Commission,
FINRA 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. FINRA 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
Background
Under the Customer Code, parties in
arbitration participate in selecting the
arbitrators who serve on their cases.
Until January 31, 2011, the Customer
Code contained one panel composition
method for cases with three arbitrators
(generally cases with claims of more
PO 00000
Frm 00069
Fmt 4703
Sfmt 4703
37267
than $100,000).3 This method provided
for a panel of one chair-qualified public
arbitrator, one public arbitrator, and one
non-public arbitrator. To begin the
selection process, FINRA used the
computerized Neutral List Selection
System (‘‘NLSS’’) to generate random
lists of ten chair-qualified public
arbitrators, ten public arbitrators, and
ten non-public arbitrators. The parties
selected their panel through a process of
striking and ranking the arbitrators on
the lists generated by NLSS. The
Customer Code permitted the parties to
strike the names of up to four arbitrators
from each list. The parties then ranked
the arbitrators remaining on the lists in
order of preference. FINRA appointed
the panel from among the names
remaining on the lists that the parties
returned.
Customer advocates argued that the
mandatory inclusion of a non-public
arbitrator in a three-arbitrator case
raised a perception that FINRA Dispute
Resolution’s forum was not fair to
customers. In order to address this
perception, FINRA sought and received
SEC approval to implement a new panel
composition rule for customer cases
with three arbitrators.4 Under current
Rule 12403, customers may choose
between two panel composition
methods. The first method, the
composition rules for majority public
panel (Majority Public Panel Option),
provides for a panel of one chairqualified public arbitrator, one public
arbitrator, and one non-public arbitrator.
The Majority Public Panel Option is the
same panel composition method that
was in place prior to February 1, 2011,
and it operates as described above.
The second method, the composition
rules for optional all public panel (All
Public Panel Option), allows any party
to select an arbitration panel consisting
of three public arbitrators. Under this
provision, FINRA sends the parties the
same three lists of randomly generated
arbitrators that they would have
received under the Majority Public
Panel Option, but FINRA allows each
party to strike any or all of the
arbitrators on the non-public arbitrator
list. FINRA will not appoint a nonpublic arbitrator if the parties
individually or collectively strike all the
arbitrators appearing on the non-public
3 See FINRA Rule 12401 which provides that if
the amount of a claim is more than $100,000,
exclusive of interest and expenses, or is
unspecified, or if the claim does not request money
damages, the panel will consist of three arbitrators,
unless the parties agree in writing to one arbitrator.
4 See Securities Exchange Act Rel. No. 63799
(January 31, 2011), 76 Federal Register 6500
(February 4, 2011), (File No. SR–FINRA–2010–053)
and Regulatory Notice 11–05 (February 2011).
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37268
Federal Register / Vol. 78, No. 119 / Thursday, June 20, 2013 / Notices
list or if all remaining arbitrators on the
non-public list are unable or unwilling
to serve for any reason. In either
instance, FINRA will select the next
highest-ranked public arbitrator to
complete the panel. By striking all the
arbitrators on the non-public list, any
party can ensure that the panel will
have three public arbitrators.
Under Rule 12403, a customer may
choose a panel composition method in
the statement of claim (or accompanying
documentation) or at any time up to 35
days from service of the statement of
claim. In the absence of an affirmative
choice by the customer, the Majority
Public Panel Option is the default
composition method. To ensure that the
customer understands the options
available, FINRA notifies the customer
in writing that the customer may elect
the All Public Panel Option within 35
days from service of the statement of
claim. In its letter to the customer,
FINRA explains how each panel
composition method works.
TKELLEY on DSK3SPTVN1PROD with NOTICES
Customer Elections and Award Results
Since implementation of the All
Public Panel Option, customers in
approximately three-quarters of eligible
cases have chosen the All Public Panel
Option.5 Customers using the Majority
Public Panel Option have done so by
default 77 percent of the time, rather
than by making an affirmative choice
(i.e., these customers did not make an
election in their statement of claim or
accompanying documentation, and did
not respond to the follow-up letter
FINRA sent).
As of March 31, 2013, customers
selecting the All Public Panel Option
have chosen to strike all of the nonpublic arbitrators in 66 percent of the
cases during the ranking process.
Customers have ranked one or more
non-public arbitrators in 34 percent of
cases and four or more in 13 percent of
cases proceeding under the All Public
Panel Option. Industry parties have
ranked one or more non-public
arbitrators in 97 percent of cases and
have ranked four or more non-public
arbitrators in 90 percent of cases. FINRA
has been tracking the results of
arbitration awards decided by all public
panels and majority public panels since
implementation of the rule change. For
the period February 1, 2011 through
March 31, 2013, investors prevailed 49
percent of the time in cases decided by
all public panels and 34 percent of the
5 The current panel composition rule went into
effect on February 1, 2011. The percentage noted is
for the period between February 1, 2011 and March
31, 2013.
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17:01 Jun 19, 2013
Jkt 229001
time in cases decided by majority public
panels.6
proposed rule change would further
ameliorate the commenter concerns.
Proposal To Use One Panel Composition
Method at the Forum
Cross References
To implement the proposal, FINRA is
proposing to correct several cross
references in the Customer Code.
Based on FINRA’s experience with
having two panel composition methods,
FINRA is proposing to amend Rule
12403 to use one panel composition
method in all customer cases. The
provisions in the All Public Panel
Option as currently codified, with one
clarifying change, would be the panel
composition method for the forum. The
clarifying change relates to striking and
ranking arbitrators. Currently, Rule
12403(d)(3)(B)(i) states that ‘‘[e]ach
separately represented party may strike
up to four of the arbitrators from the
chairperson and public arbitrator lists
for any reason by crossing through the
names of the arbitrators.’’ FINRA is
proposing to add clarity to that
provision by amending it to state that
‘‘[e]ach separately represented party
may strike up to four of the arbitrators
from the chairperson list and up to four
of the arbitrators from the public
arbitrator list for any reason by crossing
through the names of the arbitrators.’’
FINRA believes that forum users
would benefit by having one panel
composition method for a number of
reasons. First, having one panel
composition method would simplify the
arbitrator selection process for all
parties and FINRA staff while leaving in
place the method affirmatively chosen
by customers in approximately threequarters of customer cases. Second, it
would ensure that every party has an
opportunity to see the list of non-public
arbitrators and rank or strike any or all
of the arbitrators on the list. Third, the
proposal would ensure that customers
would not miss the opportunity to select
an all public panel because of the
inherent complexity of the rule. In its
2011 order approving adoption of the
All Public Panel Option, the SEC noted
commenter concerns that customers
without attorneys, or attorneys new to
the practice of securities arbitration,
might not elect the All Public Panel
Option within the prescribed deadline,
or might not appreciate the significance
of making such an election.7 At that
time, FINRA responded by
implementing the notification
procedure discussed earlier. The
6 The results for awards issued by majority public
panels include both instances where a customer
selected the Majority Public Panel Option
(affirmatively or by default), and instances where
the parties selected a non-public arbitrator under
the All-Public Panel Option.
7 Supra note 3.
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Fmt 4703
Sfmt 4703
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,8 which
requires, among other things, that
FINRA rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. FINRA believes that
having one panel composition method,
instead of the current two methods,
would improve user experience at the
forum. All parties would be subject to
the same rules; there would be no
confusion about panel composition; and
less experienced parties would not be in
the position to make an election that
could inadvertently limit their options.
For firms, one panel composition
method brings certainty to the process
and continues to assure that all parties
have an opportunity to review the nonpublic arbitrator list.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. FINRA
considered the potential impact of the
proposed rule change on efficiency,
competition, and capital formation.
FINRA believes that simplifying the
arbitrator selection process will improve
the efficiency of administering cases at
the forum and would not increase the
burden on parties to the arbitration.
The proposal would improve
efficiency at the forum because FINRA
staff would no longer be required to
notify the customer in writing that the
customer may elect the All Public Panel
Option and would not have to wait for
the 35-day period to expire before
generating arbitrator lists. Improved
efficiency may reduce expenses at the
forum benefiting both investors and
FINRA members.
In addition, the proposed rule change
would not increase the burden of panel
selection on the parties. FINRA would
continue to send the parties the same
three lists of arbitrators and the task of
reviewing and analyzing arbitrator
backgrounds would be the same.
8 15
E:\FR\FM\20JNN1.SGM
U.S.C. 78o–3(b)(6).
20JNN1
Federal Register / Vol. 78, No. 119 / Thursday, June 20, 2013 / Notices
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
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 (i)
as the Commission may designate up to
90 days of such date 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.
IV. Solicitation of Comments
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
a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
copying at the principal office of
FINRA. 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–FINRA–2013–023 and
should be submitted on or before July
11, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Elizabeth M. Murphy,
Secretary.
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:
[FR Doc. 2013–14682 Filed 6–19–13; 8:45 am]
Electronic Comments
[File No. 500–1]
• 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–FINRA–2013–023 on the
subject line.
TKELLEY on DSK3SPTVN1PROD with NOTICES
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–FINRA–2013–023. 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
VerDate Mar<15>2010
17:01 Jun 19, 2013
Jkt 229001
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Order of Suspension of Trading;
iTrackr Systems, Inc.
June 18, 2013.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of iTrackr
Systems, Inc. (‘‘iTrackr’’) because it has
not filed a periodic report since it filed
its Form 10–Q for the period ending
September 30, 2012, filed on November
6, 2012.
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of iTrackr. Therefore, it
is ordered, pursuant to Section 12(k) of
the Securities Exchange Act of 1934,
that trading in the securities of iTrackr
is suspended for the period from 9:30
a.m. EDT, June 18, 2013 through 11:59
p.m. EDT, on July 1, 2013.
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013–14830 Filed 6–18–13; 4:15 pm]
BILLING CODE 8011–01–P
9 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00071
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37269
DEPARTMENT OF STATE
[Public Notice 8355]
30-Day Notice of Proposed Information
Collection: Statement of Exigent/
Special Family Circumstances for
Issuance of a U.S. Passport to a Minor
Under Age 16
Notice of request for public
comment and submission to OMB of
proposed collection of information.
ACTION:
The Department of State has
submitted the information collection
described below to the Office of
Management and Budget (OMB) for
approval. In accordance with the
Paperwork Reduction Act of 1995 we
are requesting comments on this
collection from all interested
individuals and organizations. The
purpose of this Notice is to allow 30
days for public comment.
DATE(S): Submit comments directly to
the Office of Management and Budget
(OMB) up to July 22, 2013.
ADDRESSES: Direct comments to the
Department of State Desk Officer in the
Office of Information and Regulatory
Affairs at the Office of Management and
Budget (OMB). You may submit
comments by the following methods:
• Email:
oira_submission@omb.eop.gov. You
must include the DS form number,
information collection title, and the
OMB control number in the subject line
of your message.
• Fax: 202–395–5806. Attention: Desk
Officer for Department of State.
FOR FURTHER INFORMATION CONTACT:
Direct requests for additional
information regarding the collection
listed in this notice, including requests
for copies of the proposed collection
instrument and supporting documents,
to PPT Forms Officer, U.S. Department
of State, 2100 Pennsylvania Avenue
NW., Room 3030, Washington, DC
20037, who may be reached on (202)
663–2457 or at
PPTFormsOfficer@state.gov.
SUMMARY:
SUPPLEMENTARY INFORMATION:
• Title of Information Collection:
Statement of Exigent/Special Family
Circumstances for Issuance of a U.S.
Passport to a Minor under Age 16.
• OMB Control Number: None.
• Type of Request: New Collection.
• Originating Office: Bureau of
Consular Affairs, Passport Services,
Office of Program Management and
Operational Support, Program
Coordination Division (CA/PPT/S/PMO/
PC).
• Form Number: DS–5525.
E:\FR\FM\20JNN1.SGM
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Agencies
[Federal Register Volume 78, Number 119 (Thursday, June 20, 2013)]
[Notices]
[Pages 37267-37269]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-14682]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69762; File No. SR-FINRA-2013-023]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing of Proposed Rule Change Relating to
Amendments to the Code of Arbitration Procedure for Customer Disputes
Concerning Panel Composition
June 13, 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 June 3, 2013, Financial Industry Regulatory Authority, Inc.
(``FINRA'') filed with the Securities and Exchange Commission (``SEC''
or ``Commission'') the proposed rule change as described in Items I,
II, and III below, which Items have been substantially prepared by
FINRA. 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
FINRA is proposing to amend FINRA Rule 12403 of the Code of
Arbitration Procedure for Customer Disputes (``Customer Code'') to
simplify arbitration panel selection in cases with three arbitrators.
Under the proposed rule change, FINRA would no longer require a
customer to elect a panel selection method, and parties in all customer
cases with three arbitrators would get the same selection method. FINRA
would provide all parties with lists of ten chair-qualified public
arbitrators, ten public arbitrators, and ten non-public arbitrators.
FINRA would permit the parties to strike four arbitrators on the chair-
qualified public list and four arbitrators on the public list. However,
any party could select an all-public arbitration panel by striking all
of the arbitrators on the non-public list.
The text of the proposed rule change is available on FINRA's Web
site at https://www.finra.org, at the principal office of FINRA 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, FINRA 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. FINRA 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
Background
Under the Customer Code, parties in arbitration participate in
selecting the arbitrators who serve on their cases. Until January 31,
2011, the Customer Code contained one panel composition method for
cases with three arbitrators (generally cases with claims of more than
$100,000).\3\ This method provided for a panel of one chair-qualified
public arbitrator, one public arbitrator, and one non-public
arbitrator. To begin the selection process, FINRA used the computerized
Neutral List Selection System (``NLSS'') to generate random lists of
ten chair-qualified public arbitrators, ten public arbitrators, and ten
non-public arbitrators. The parties selected their panel through a
process of striking and ranking the arbitrators on the lists generated
by NLSS. The Customer Code permitted the parties to strike the names of
up to four arbitrators from each list. The parties then ranked the
arbitrators remaining on the lists in order of preference. FINRA
appointed the panel from among the names remaining on the lists that
the parties returned.
---------------------------------------------------------------------------
\3\ See FINRA Rule 12401 which provides that if the amount of a
claim is more than $100,000, exclusive of interest and expenses, or
is unspecified, or if the claim does not request money damages, the
panel will consist of three arbitrators, unless the parties agree in
writing to one arbitrator.
---------------------------------------------------------------------------
Customer advocates argued that the mandatory inclusion of a non-
public arbitrator in a three-arbitrator case raised a perception that
FINRA Dispute Resolution's forum was not fair to customers. In order to
address this perception, FINRA sought and received SEC approval to
implement a new panel composition rule for customer cases with three
arbitrators.\4\ Under current Rule 12403, customers may choose between
two panel composition methods. The first method, the composition rules
for majority public panel (Majority Public Panel Option), provides for
a panel of one chair-qualified public arbitrator, one public
arbitrator, and one non-public arbitrator. The Majority Public Panel
Option is the same panel composition method that was in place prior to
February 1, 2011, and it operates as described above.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Rel. No. 63799 (January 31,
2011), 76 Federal Register 6500 (February 4, 2011), (File No. SR-
FINRA-2010-053) and Regulatory Notice 11-05 (February 2011).
---------------------------------------------------------------------------
The second method, the composition rules for optional all public
panel (All Public Panel Option), allows any party to select an
arbitration panel consisting of three public arbitrators. Under this
provision, FINRA sends the parties the same three lists of randomly
generated arbitrators that they would have received under the Majority
Public Panel Option, but FINRA allows each party to strike any or all
of the arbitrators on the non-public arbitrator list. FINRA will not
appoint a non-public arbitrator if the parties individually or
collectively strike all the arbitrators appearing on the non-public
[[Page 37268]]
list or if all remaining arbitrators on the non-public list are unable
or unwilling to serve for any reason. In either instance, FINRA will
select the next highest-ranked public arbitrator to complete the panel.
By striking all the arbitrators on the non-public list, any party can
ensure that the panel will have three public arbitrators.
Under Rule 12403, a customer may choose a panel composition method
in the statement of claim (or accompanying documentation) or at any
time up to 35 days from service of the statement of claim. In the
absence of an affirmative choice by the customer, the Majority Public
Panel Option is the default composition method. To ensure that the
customer understands the options available, FINRA notifies the customer
in writing that the customer may elect the All Public Panel Option
within 35 days from service of the statement of claim. In its letter to
the customer, FINRA explains how each panel composition method works.
Customer Elections and Award Results
Since implementation of the All Public Panel Option, customers in
approximately three-quarters of eligible cases have chosen the All
Public Panel Option.\5\ Customers using the Majority Public Panel
Option have done so by default 77 percent of the time, rather than by
making an affirmative choice (i.e., these customers did not make an
election in their statement of claim or accompanying documentation, and
did not respond to the follow-up letter FINRA sent).
---------------------------------------------------------------------------
\5\ The current panel composition rule went into effect on
February 1, 2011. The percentage noted is for the period between
February 1, 2011 and March 31, 2013.
---------------------------------------------------------------------------
As of March 31, 2013, customers selecting the All Public Panel
Option have chosen to strike all of the non-public arbitrators in 66
percent of the cases during the ranking process. Customers have ranked
one or more non-public arbitrators in 34 percent of cases and four or
more in 13 percent of cases proceeding under the All Public Panel
Option. Industry parties have ranked one or more non-public arbitrators
in 97 percent of cases and have ranked four or more non-public
arbitrators in 90 percent of cases. FINRA has been tracking the results
of arbitration awards decided by all public panels and majority public
panels since implementation of the rule change. For the period February
1, 2011 through March 31, 2013, investors prevailed 49 percent of the
time in cases decided by all public panels and 34 percent of the time
in cases decided by majority public panels.\6\
---------------------------------------------------------------------------
\6\ The results for awards issued by majority public panels
include both instances where a customer selected the Majority Public
Panel Option (affirmatively or by default), and instances where the
parties selected a non-public arbitrator under the All-Public Panel
Option.
---------------------------------------------------------------------------
Proposal To Use One Panel Composition Method at the Forum
Based on FINRA's experience with having two panel composition
methods, FINRA is proposing to amend Rule 12403 to use one panel
composition method in all customer cases. The provisions in the All
Public Panel Option as currently codified, with one clarifying change,
would be the panel composition method for the forum. The clarifying
change relates to striking and ranking arbitrators. Currently, Rule
12403(d)(3)(B)(i) states that ``[e]ach separately represented party may
strike up to four of the arbitrators from the chairperson and public
arbitrator lists for any reason by crossing through the names of the
arbitrators.'' FINRA is proposing to add clarity to that provision by
amending it to state that ``[e]ach separately represented party may
strike up to four of the arbitrators from the chairperson list and up
to four of the arbitrators from the public arbitrator list for any
reason by crossing through the names of the arbitrators.''
FINRA believes that forum users would benefit by having one panel
composition method for a number of reasons. First, having one panel
composition method would simplify the arbitrator selection process for
all parties and FINRA staff while leaving in place the method
affirmatively chosen by customers in approximately three-quarters of
customer cases. Second, it would ensure that every party has an
opportunity to see the list of non-public arbitrators and rank or
strike any or all of the arbitrators on the list. Third, the proposal
would ensure that customers would not miss the opportunity to select an
all public panel because of the inherent complexity of the rule. In its
2011 order approving adoption of the All Public Panel Option, the SEC
noted commenter concerns that customers without attorneys, or attorneys
new to the practice of securities arbitration, might not elect the All
Public Panel Option within the prescribed deadline, or might not
appreciate the significance of making such an election.\7\ At that
time, FINRA responded by implementing the notification procedure
discussed earlier. The proposed rule change would further ameliorate
the commenter concerns.
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\7\ Supra note 3.
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Cross References
To implement the proposal, FINRA is proposing to correct several
cross references in the Customer Code.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Act,\8\ which requires, among
other things, that FINRA rules must be designed to prevent fraudulent
and manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest. FINRA believes that having one panel composition
method, instead of the current two methods, would improve user
experience at the forum. All parties would be subject to the same
rules; there would be no confusion about panel composition; and less
experienced parties would not be in the position to make an election
that could inadvertently limit their options. For firms, one panel
composition method brings certainty to the process and continues to
assure that all parties have an opportunity to review the non-public
arbitrator list.
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\8\ 15 U.S.C. 78o-3(b)(6).
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B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA does not believe that the proposed rule change will result in
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act. FINRA considered the potential
impact of the proposed rule change on efficiency, competition, and
capital formation. FINRA believes that simplifying the arbitrator
selection process will improve the efficiency of administering cases at
the forum and would not increase the burden on parties to the
arbitration.
The proposal would improve efficiency at the forum because FINRA
staff would no longer be required to notify the customer in writing
that the customer may elect the All Public Panel Option and would not
have to wait for the 35-day period to expire before generating
arbitrator lists. Improved efficiency may reduce expenses at the forum
benefiting both investors and FINRA members.
In addition, the proposed rule change would not increase the burden
of panel selection on the parties. FINRA would continue to send the
parties the same three lists of arbitrators and the task of reviewing
and analyzing arbitrator backgrounds would be the same.
[[Page 37269]]
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
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 (i) as the Commission may
designate up to 90 days of such date 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.
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-FINRA-2013-023 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-FINRA-2013-023. 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
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of FINRA. 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-FINRA-2013-023 and should be
submitted on or before July 11, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\9\
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\9\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013-14682 Filed 6-19-13; 8:45 am]
BILLING CODE 8011-01-P