Self-Regulatory Organizations; The Depository Trust Company (“DTC”); Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Implement a Fee Associated With the Expansion of DTC's Ability To Collect and Pass Through Fees Owed by Participants to American Depositary Receipt Agents, 40250-40252 [2013-15897]
Download as PDF
40250
Federal Register / Vol. 78, No. 128 / Wednesday, July 3, 2013 / Notices
emcdonald on DSK67QTVN1PROD with NOTICES
protection of investors or the public
interest; (ii) does not impose any
significant burden on competition; and
(iii) does not become operative prior to
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.
A proposed rule change filed under
Rule 19b–4(f)(6) 11 normally does not
become operative prior to 30 days from
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),12 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest.
The Exchange has requested the
Commission to waive the 30-day
operative delay, as well as the 5-day
pre-filing requirement, so that the
proposed rule change may become
effective and operative upon filing. The
Commission believes that waiving the
30-day operative delay and the 5-day
pre-filing requirement is consistent with
the protection of investors and the
public interest. The Exchange, as a
trading center, is required under
Regulation SHO to establish, maintain
and enforce written policies and
procedures reasonably designed to
prevent the execution of sell short
orders of covered securities subject to
the short sale price test restriction at or
below the current national best bid.
Because the rule amendment is
designed to address this requirement
under Rule 201, the Commission agrees
to waive the operative delay and prefiling requirement. Accordingly, the
Commission grants the Exchange’s
request and designates the proposal
effective upon filing.13
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 Act.
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:
11 Id.
12 17
CFR 240.19b–4(f)(6)(iii).
13 For purposes of only 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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Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NSX–2013–13 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–NSX–2013–13. This file number
should be included in the subject line
if email is used. To help the
Commission process and review
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. eastern time. Copies of
such filings will also 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–NSX–
2013–13 and should be submitted on or
before July 24, 2013.
For the Commission by the Division of
Trading and Markets, pursuant to the
delegated authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–15932 Filed 7–2–13; 8:45 am]
BILLING CODE 8011–01–P
PO 00000
14 17
CFR 200.30–3(a)(12).
Frm 00162
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69864; File No. SR–DTC–
2013–08]
Self-Regulatory Organizations; The
Depository Trust Company (‘‘DTC’’);
Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Implement a Fee
Associated With the Expansion of
DTC’s Ability To Collect and Pass
Through Fees Owed by Participants to
American Depositary Receipt Agents
June 26, 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 13,
2013, DTC filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change described in
Items I, II and III below, which Items
have been prepared primarily by DTC.
DTC filed the rule change pursuant to
Section 19(b)(3)(A) 3 of the Act and Rule
19b–4(f)(2) 4 thereunder, so that the
proposal was effective upon filing with
the Commission. The Commission is
publishing this notice to solicit
comments on the rule change from
interested parties.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The purposed of the proposed rule
change is to implement a fee associated
with the expansion of DTC’s ability to
collect and pass through fees owed by
DTC participants (‘‘Participants’’) to
American Depositary Receipt Agents.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
DTC 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. DTC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.5
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(2).
5 The Commission has modified the text of the
summaries prepared by DTC.
2 17
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Federal Register / Vol. 78, No. 128 / Wednesday, July 3, 2013 / Notices
emcdonald on DSK67QTVN1PROD with NOTICES
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
(a) Proposal Overview
On June 12, 2006, the Commission
approved a rule filing for the
establishment of a mechanism by which
DTC could collect and pass through
Depositary Service Fees (‘‘DSFs’’) owed
by Participants to American Depositary
Receipt (‘‘ADR’’) agents for issues that
did not pay periodic dividends.6 In
2009, DTC expanded the scope and
timing by which DTC could collect and
pass through fees owed by Participants
to ADR agents so that DTC now collects
all allowable DSFs, dividend fees, passthrough expenses and other special fees
governed by the ADR agreement.7 DTC
collects such fees at the request of the
depositary bank. In order to cover the
costs incurred in collecting and passing
through these fees, DTC retains a
collection charge equal to three percent
(3%) of the ADR agent fee amount
collected from each Participant up to a
maximum of $20,000 per CUSIP.8
Based on the experience to date, and
with increased challenges due to the
rapid growth of unsponsored ADRs, the
depositary banks and DTC have held
discussions on expanding and refining
the current DSF collection process in
order to include unsponsored ADR
programs. Unsponsored ADR programs
differ from sponsored ADR programs in
two primary ways. First, multiple
depositary banks can file a registration
statement in respect of the same foreign
private issuer, and, second, there is no
contractual relationship between the
foreign private issuer and the ADR
depositary that establishes an
unsponsored ADR program. In the case
of an unsponsored ADR program, the
terms and conditions are between the
depositary bank and the investor and
are contained in the form of an ADR
receipt, which is filed as an exhibit to
a Depositary’s Form F–6 registration
statement.
In order to streamline the process
associated with collecting DSFs on
unsponsored ADRs, DTC has agreed to
collect and pass through the fees from
Participants to ADR agents. In order to
make this possible, the ADR depositary
banks have agreed that the depositary
bank that first files an F–6 registration
statement for a particular unsponsored
6 Release
No. 34–53970 (June 12, 2006) 71 FR
34974 (June 16, 2006) (SR–DTC–2006–08).
7 Release No. 34–59821 (April 24, 2009) 74 FR
20513 (May 4, 2009) (SR–DTC–2009–05).
8 See Release No. 34–59821 (March 23, 2009) 74
FR 13490 (March 27, 2009) (SR–DTC–2009–05)
which modified the fees from the original filing.
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ADR program (‘‘First Filer’’) will
establish the record date and rate at
which the DSF will be assessed on all
Participants holding depositary
receipts.9 DTC will require the ADR
depositary banks to notify DTC thirty
calendar days prior to the ‘‘record date’’
that a DSF is due and payable. In
addition, DTC will require the First
Filer to submit an attestation that (i)
under the terms and conditions of the
ADR receipt with the investor, the
specific fee is allowable and that (ii) all
depositaries have been contacted and
have confirmed they are likewise
entitled to charge the shareholder the
same depositary servicing fee in
accordance with the respective terms
and conditions applicable to the ADRs
issued by them for this unsponsored
program.10 The attestation will be in a
form prescribed by DTC, and may be
changed periodically to address
operational issues. In the event that a
Participant asks DTC to substantiate the
fee, DTC may require the ADR
depositary to provide DTC with a copy
of its fee schedule. DTC may, at its
discretion, provide copies of the fee
schedule to its Participants to
substantiate the fee.
DTC states that it has discussed this
proposal with the Securities Industry
and Financial Markets Association
(‘‘SIFMA’’) Securities Operation
Division (‘‘SOD’’). DTC states that
SIFMA’s SOD endorses DTC’s plan to
collect such fees through its monthly
billing process. According to DTC, this
process will eliminate invoice and
check processing for Participants and
the depositary banks and ADR
depositaries will no longer have to mail
invoices and reminders to Participants
holding ADR securities at DTC.
Furthermore, according to DTC,
Participants will have a transparent
view into upcoming ADR fees, and a
centralized source for information about
the ADR fee and the collection of the
fees. DTC expects to begin collecting
ADR agent fees as expanded by this
proposed rule change filing on August
1, 2013. DTC will charge a service fee
associated with this expansion, the
details of which are contained in
9 This process mirrors the process established for
the payment of dividends on unsponsored
depositary receipts whereby the First Filer
establishes a uniform dividend distribution rate
paid by each depositary with an outstanding issued
ADR position at DTC.
10 In their ADR terms and conditions applicable
to investors some depositaries have decided, for
some issues, not to have depositary servicing fees.
Since shares held at Cede & Co, DTC’s nominee
name, are held in fungible mass, DTC will not
collect a DSF fee for an issue if one or more of the
ADR depositary banks do not charge a fee or charge
different fees.
PO 00000
Frm 00163
Fmt 4703
Sfmt 4703
40251
Exhibit 5 to this proposed rule change
filing.
(b) Statutory Basis
DTC states the proposed rule change
is consistent with the provisions of the
Act, and the rules and regulations
thereunder applicable to DTC and in
particular Section 17A(b)(3)(D) 11
because it implements a fee associated
with the collection of unsponsored
ADRs and as such it clarifies and
updates DTC’s Fee Schedule in order to
facilitate a more efficient fee collection
process for unsponsored ADRs and
provides for an equitable allocation of
fees.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
DTC does not believe that the
proposed rule change will have any
impact or impose any burden on
competition.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments relating to the
proposed rule change have not been
solicited or received. DTC will notify
the Commission of any written
comments received by DTC.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change
has become effective upon filing
pursuant to Section 19(b)(3)(A) 12 of the
Act and Rule 19b–4(f)(2).13 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 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
11 15
U.S.C. 78q–1(b)(3)(D).
U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)(2).
12 15
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40252
Federal Register / Vol. 78, No. 128 / Wednesday, July 3, 2013 / Notices
• Send an email to rulecomments@sec.gov. Please include File
Number SR–DTC–2013–08 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.
emcdonald on DSK67QTVN1PROD with NOTICES
All submissions should refer to File
Number SR–DTC–2013–08. 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 DTC and on DTC’s Web site at
https://www.dtcc.com/downloads/legal/
rule_filings/2013/dtc/
SR_DTC_2013_08.pdf. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–DTC–
2013–08 and should be submitted on or
before July 24, 2013.
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–15897 Filed 7–2–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69869; File No. SR–NYSE–
2013–32]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Approving a Proposed Rule Change
Proposing an Amendment to the
Bylaws of Its Wholly-Owned
Subsidiary, NYSE Regulation, Inc.
(‘‘NYSE Regulation’’), To Eliminate a
Requirement That Not Less Than Two
Members of the Board of Directors of
NYSE Regulation Must Qualify as ‘‘Fair
Representation Candidates’’
June 27, 2013.
I. Introduction
On May 8, 2013, the New York Stock
Exchange LLC (‘‘NYSE’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend the bylaws of its wholly-owned
subsidiary NYSE Regulation, Inc.
(‘‘NYSE Regulation’’) to eliminate a
requirement that not less than two
members of the board of directors of
NYSE Regulation (‘‘NYSE Regulation
Board’’ or ‘‘Board’’) must qualify as ‘‘fair
representation candidates’’ (as that term
is defined in those bylaws). A
requirement that such directors
constitute a minimum of 20% of the
NYSE Regulation Board would remain
in place. The proposed rule change was
published for comment in the Federal
Register on May 22, 2013.3 The
Commission received no comments on
the proposed rule change.
II. Description of the Proposal
The Exchange proposes to amend the
Fourth Amended and Restated Bylaws
of NYSE Regulation (‘‘NYSE Regulation
Bylaws’’) to eliminate the requirement
that not less than two members of the
NYSE Regulation Board must be ‘‘fair
representation candidates’’ (as defined
in the NYSE Regulation Bylaws).
However, the current requirement that
such directors constitute a minimum of
20% of the Board would continue to
apply. Furthermore, under the proposal,
if the number that is equal to 20% of the
entire Board is not a whole number,
such number would be rounded up to
the next whole number, and a provision
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 69590
(May 16, 2013), 78 FR 30378 (‘‘Notice’’).
2 17
14 17
CFR 200.30–3(a)(12).
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17:48 Jul 02, 2013
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Frm 00164
Fmt 4703
Sfmt 4703
so stating would be added to the NYSE
Regulation Bylaws.
As defined in the NYSE Regulation
Bylaws, the fair representation
candidates are Board members who are
determined by member organizations of
the Exchange through a specified
petition process (‘‘Petition Candidates’’)
or, in the absence of a sufficient number
of Petition Candidates, candidates
would be recommended by the Director
Candidate Recommendation Committee
(‘‘DCRC’’) of NYSE Regulation. In
addition, fair representation candidates
for the NYSE Regulation Board must
qualify as ‘‘non-affiliated directors’’ (as
such term is defined in the NYSE
Regulation Bylaws), i.e., such persons
must be U.S. Persons who are not
members of the board of directors of
NYSE Euronext and qualify as
independent under the director
independence policy of NYSE
Regulation.4 Finally, like all members of
the NYSE Regulation Board except for
the Chief Executive Officer, the fair
representation candidates must qualify
as independent under the director
independence policy of NYSE
Regulation.5 The Exchange stated that it
is not proposing to change the NYSE
Regulation independence
requirements.6
The NYSE Regulation Bylaws provide
that the Board shall consist of not less
than three persons and that the number
of directors shall be fixed from time to
time by the Exchange, as sole equity
member of NYSE Regulation. The size of
the NYSE Regulation Board is currently
fixed at five members, of which four
positions are currently filled and one
position is open.7 The Exchange
represented that both the Exchange and
NYSE Regulation believe that a board
4 See Securities Act Release No. 67564 (August 1,
2012), 77 FR 47161 (August 7, 2012) (SR–NYSE–
2012–17) (approving a new director independence
policy for NYSE, NYSE Regulation, NYSE Market,
Inc., and NYSE MKT LLC).
5 The NYSE Regulation Bylaws require that a
majority of the NYSE Regulation Board must consist
of non-affiliated directors. The remaining directors
are comprised of the Chief Executive Officer of
NYSE Regulation and members of the board of
directors of NYSE Euronext that qualify as
independent under the NYSE Euronext
independence policy. The NYSE Regulation Bylaws
do not require any affiliated directors other than the
Chief Executive Officer of NYSE Regulation.
6 See Notice, 78 FR at 30379.
7 The Exchange noted that the number of
directors on the NYSE Regulation Board was
reduced from ten to five in early 2013 in connection
with the Financial Industry Regulatory Authority’s
(‘‘FINRA’’) completion of specified milestones in
the regulatory services agreement by and among
FINRA, NYSE Group, Inc., NYSE, NYSE Regulation,
NYSE Arca, Inc., and NYSE MKT LLC pursuant to
which FINRA assumed responsibility for
performing the market surveillance and
enforcement functions previously conducted by
NYSE Regulation. See Notice, 78 FR at 30379 n.6.
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Agencies
[Federal Register Volume 78, Number 128 (Wednesday, July 3, 2013)]
[Notices]
[Pages 40250-40252]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-15897]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69864; File No. SR-DTC-2013-08]
Self-Regulatory Organizations; The Depository Trust Company
(``DTC''); Notice of Filing and Immediate Effectiveness of Proposed
Rule Change To Implement a Fee Associated With the Expansion of DTC's
Ability To Collect and Pass Through Fees Owed by Participants to
American Depositary Receipt Agents
June 26, 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 13, 2013, DTC filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change described in Items I, II and
III below, which Items have been prepared primarily by DTC. DTC filed
the rule change pursuant to Section 19(b)(3)(A) \3\ of the Act and Rule
19b-4(f)(2) \4\ thereunder, so that the proposal was effective upon
filing with the Commission. The Commission is publishing this notice to
solicit comments on the rule change from interested parties.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The purposed of the proposed rule change is to implement a fee
associated with the expansion of DTC's ability to collect and pass
through fees owed by DTC participants (``Participants'') to American
Depositary Receipt Agents.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, DTC 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. DTC has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of these
statements.\5\
---------------------------------------------------------------------------
\5\ The Commission has modified the text of the summaries
prepared by DTC.
---------------------------------------------------------------------------
[[Page 40251]]
(A) Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
(a) Proposal Overview
On June 12, 2006, the Commission approved a rule filing for the
establishment of a mechanism by which DTC could collect and pass
through Depositary Service Fees (``DSFs'') owed by Participants to
American Depositary Receipt (``ADR'') agents for issues that did not
pay periodic dividends.\6\ In 2009, DTC expanded the scope and timing
by which DTC could collect and pass through fees owed by Participants
to ADR agents so that DTC now collects all allowable DSFs, dividend
fees, pass-through expenses and other special fees governed by the ADR
agreement.\7\ DTC collects such fees at the request of the depositary
bank. In order to cover the costs incurred in collecting and passing
through these fees, DTC retains a collection charge equal to three
percent (3%) of the ADR agent fee amount collected from each
Participant up to a maximum of $20,000 per CUSIP.\8\
---------------------------------------------------------------------------
\6\ Release No. 34-53970 (June 12, 2006) 71 FR 34974 (June 16,
2006) (SR-DTC-2006-08).
\7\ Release No. 34-59821 (April 24, 2009) 74 FR 20513 (May 4,
2009) (SR-DTC-2009-05).
\8\ See Release No. 34-59821 (March 23, 2009) 74 FR 13490 (March
27, 2009) (SR-DTC-2009-05) which modified the fees from the original
filing.
---------------------------------------------------------------------------
Based on the experience to date, and with increased challenges due
to the rapid growth of unsponsored ADRs, the depositary banks and DTC
have held discussions on expanding and refining the current DSF
collection process in order to include unsponsored ADR programs.
Unsponsored ADR programs differ from sponsored ADR programs in two
primary ways. First, multiple depositary banks can file a registration
statement in respect of the same foreign private issuer, and, second,
there is no contractual relationship between the foreign private issuer
and the ADR depositary that establishes an unsponsored ADR program. In
the case of an unsponsored ADR program, the terms and conditions are
between the depositary bank and the investor and are contained in the
form of an ADR receipt, which is filed as an exhibit to a Depositary's
Form F-6 registration statement.
In order to streamline the process associated with collecting DSFs
on unsponsored ADRs, DTC has agreed to collect and pass through the
fees from Participants to ADR agents. In order to make this possible,
the ADR depositary banks have agreed that the depositary bank that
first files an F-6 registration statement for a particular unsponsored
ADR program (``First Filer'') will establish the record date and rate
at which the DSF will be assessed on all Participants holding
depositary receipts.\9\ DTC will require the ADR depositary banks to
notify DTC thirty calendar days prior to the ``record date'' that a DSF
is due and payable. In addition, DTC will require the First Filer to
submit an attestation that (i) under the terms and conditions of the
ADR receipt with the investor, the specific fee is allowable and that
(ii) all depositaries have been contacted and have confirmed they are
likewise entitled to charge the shareholder the same depositary
servicing fee in accordance with the respective terms and conditions
applicable to the ADRs issued by them for this unsponsored program.\10\
The attestation will be in a form prescribed by DTC, and may be changed
periodically to address operational issues. In the event that a
Participant asks DTC to substantiate the fee, DTC may require the ADR
depositary to provide DTC with a copy of its fee schedule. DTC may, at
its discretion, provide copies of the fee schedule to its Participants
to substantiate the fee.
---------------------------------------------------------------------------
\9\ This process mirrors the process established for the payment
of dividends on unsponsored depositary receipts whereby the First
Filer establishes a uniform dividend distribution rate paid by each
depositary with an outstanding issued ADR position at DTC.
\10\ In their ADR terms and conditions applicable to investors
some depositaries have decided, for some issues, not to have
depositary servicing fees. Since shares held at Cede & Co, DTC's
nominee name, are held in fungible mass, DTC will not collect a DSF
fee for an issue if one or more of the ADR depositary banks do not
charge a fee or charge different fees.
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DTC states that it has discussed this proposal with the Securities
Industry and Financial Markets Association (``SIFMA'') Securities
Operation Division (``SOD''). DTC states that SIFMA's SOD endorses
DTC's plan to collect such fees through its monthly billing process.
According to DTC, this process will eliminate invoice and check
processing for Participants and the depositary banks and ADR
depositaries will no longer have to mail invoices and reminders to
Participants holding ADR securities at DTC. Furthermore, according to
DTC, Participants will have a transparent view into upcoming ADR fees,
and a centralized source for information about the ADR fee and the
collection of the fees. DTC expects to begin collecting ADR agent fees
as expanded by this proposed rule change filing on August 1, 2013. DTC
will charge a service fee associated with this expansion, the details
of which are contained in Exhibit 5 to this proposed rule change
filing.
(b) Statutory Basis
DTC states the proposed rule change is consistent with the
provisions of the Act, and the rules and regulations thereunder
applicable to DTC and in particular Section 17A(b)(3)(D) \11\ because
it implements a fee associated with the collection of unsponsored ADRs
and as such it clarifies and updates DTC's Fee Schedule in order to
facilitate a more efficient fee collection process for unsponsored ADRs
and provides for an equitable allocation of fees.
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\11\ 15 U.S.C. 78q-1(b)(3)(D).
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(B) Self-Regulatory Organization's Statement on Burden on Competition
DTC does not believe that the proposed rule change will have any
impact or impose any burden on competition.
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants, or Others
Written comments relating to the proposed rule change have not been
solicited or received. DTC will notify the Commission of any written
comments received by DTC.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing proposed rule change has become effective upon filing
pursuant to Section 19(b)(3)(A) \12\ of the Act and Rule 19b-
4(f)(2).\13\ 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.
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)(2).
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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
[[Page 40252]]
Send an email to rule-comments@sec.gov. Please include
File Number SR-DTC-2013-08 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-DTC-2013-08. 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 DTC and on DTC's
Web site at https://www.dtcc.com/downloads/legal/rule_filings/2013/dtc/SR_DTC_2013_08.pdf. All comments received will be posted without
change; the Commission does not edit personal identifying information
from submissions. You should submit only information that you wish to
make available publicly. All submissions should refer to File Number
SR-DTC-2013-08 and should be submitted on or before July 24, 2013.
For the Commission by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-15897 Filed 7-2-13; 8:45 am]
BILLING CODE 8011-01-P