Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing of Proposed Rule Change Amending 303A.00 of the Exchange's Listed Company Manual To Provide a One-Year Transition Period To Comply With the Internal Audit Requirement of Section 303A.07(c) for Companies Listing in Connection With An Initial Public Offering, as New Registrants or by Means of a Carve-Out or Spin-Off Transaction, 40816-40819 [2013-16289]
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40816
Federal Register / Vol. 78, No. 130 / Monday, July 8, 2013 / Notices
emcdonald on DSK67QTVN1PROD with NOTICES
appropriate in furtherance of the
purposes of the Act.
The proposed change with respect to
the QMM Program is reasonable because
even with the change, QMMs will still
continue to receive meaningful financial
incentives consistent with the
commitment to enhancing market
quality that is reflected in their
achievement of the program’s quoting
requirements. The proposed change is
consistent with an equitable allocation
of fees and is not unfairly
discriminatory because it will cause the
fees paid by QMMs with respect to
order entry ports to be equivalent to the
fees paid by other market participants
for comparable access. Finally, the
change does not impose any burden on
competition that is not necessary or
appropriate because although it will
result in a fee increase for QMMs
currently qualifying for the discount, it
will also serve to return the applicable
fees to the level in place before the
introduction of the QMM program and
make them equivalent to fees paid by
other market participants for
comparable access.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ 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, as amended.
NASDAQ notes that it operates in a
highly competitive market in which
market participants can readily favor
competing venues if they deem fee
levels at a particular venue to be
excessive, or rebate opportunities
available at other venues to be more
favorable. In such an environment,
NASDAQ must continually adjust its
fees to remain competitive with other
exchanges and with alternative trading
systems that have been exempted from
compliance with the statutory standards
applicable to exchanges. Because
competitors are free to modify their own
fees in response, and because market
participants may readily adjust their
order routing practices, NASDAQ
believes that the degree to which fee
changes in this market may impose any
burden on competition is extremely
limited. In this instance, although the
proposed change eliminates one of the
discounts provided through a
previously introduced pricing incentive
program, the incentive program in
question remain in place and is itself
reflective of the need for exchanges to
offer significant financial incentives to
attract order flow in a highly
competitive environment. Moreover, if
the changes are unattractive to market
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participants, it is likely that NASDAQ
will lose market share as a result.
Accordingly, NASDAQ does not believe
that the proposed changes will impair
the ability of members or competing
order execution venues to maintain
their competitive standing in the
financial markets.
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
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 12 and paragraph (f) of Rule
19b–4 thereunder.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
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NASDAQ–2013–093 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–NASDAQ–2013–093. 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
PO 00000
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of 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–
NASDAQ–2013–093 and should be
submitted on or before July 29, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013–16225 Filed 7–5–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–69914; File No. SR–NYSE–
2013–40]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing of Proposed Rule Change
Amending 303A.00 of the Exchange’s
Listed Company Manual To Provide a
One-Year Transition Period To Comply
With the Internal Audit Requirement of
Section 303A.07(c) for Companies
Listing in Connection With An Initial
Public Offering, as New Registrants or
by Means of a Carve-Out or Spin-Off
Transaction
July 2, 2013.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on June 18,
2013, New York Stock Exchange LLC
(‘‘NYSE’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
14 17
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
12 15
13 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
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Federal Register / Vol. 78, No. 130 / Monday, July 8, 2013 / Notices
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to amend
303A.00 of the Exchange’s Listed
Company Manual (the ‘‘Manual’’) to
provide a one-year transition period to
comply with the internal audit
requirement of Section 303A.07(c) for
companies listing in connection with an
initial public offering (‘‘IPO’’), as new
registrants or by means of a carve-out or
spin-off transaction. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
emcdonald on DSK67QTVN1PROD with NOTICES
1. Purpose
Section 303A.07(c) of the Listed
Company Manual requires that any
listed company which is subject to
Section 303A.07 must have an internal
audit function to provide management
and the audit committee with ongoing
assessments of the listed company’s risk
management processes and system of
internal control. A listed company may
choose to outsource this function to a
third party service provider other than
its independent auditor.
Consistent with the transition
provisions of Section 303A.00, any
company listing upon transfer from
another national securities exchange
that does not have an internal audit
requirement has one year from the date
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of listing to comply with the internal
audit function requirement of Section
303A.07(c). Neither the Nasdaq Stock
Market LLC (‘‘Nasdaq’’) nor NYSE MKT
LLC (‘‘NYSE MKT’’) has an internal
audit requirement. Consequently, any
company transferring from Nasdaq or
NYSE MKT to the NYSE has one year
from the date of listing to comply with
the requirement specifically set forth in
its rules. By contrast, Section 303A.00
does not provide any transition period
for compliance with the internal audit
requirement to a company which is
listing in connection with: (i) Its IPO 4
or whose common stock has not
previously been registered under the
Exchange Act or (ii) by means of a
carve-out or spin-off transaction.5 The
Exchange believes that the lack of a
transition period in relation to the
internal audit requirement for these
categories of newly-listed companies is
anomalous in light of the treatment of
companies transferring from other
markets. Accordingly, the Exchange
proposes to amend Section 303A.00 to
extend the application of the one-year
transition period to comply with the
internal audit function requirement to
such companies.
The Exchange believes that providing
a transition period to comply with the
internal audit function requirement to
companies listing in connection with
their IPO, as new registrants or by mean
of a carve-out or spin-off transaction
does not give rise to any novel
regulatory issues that do not arise in
connection with the existing transition
provision for companies transferring
from another national securities
4 For purposes of Section 303A other than
Sections 303A.06 (which incorporates Exchange
Act Rule 10A–3 by reference) and 303A.12(b),
Section 303A.00 currently provides that a company
is considered to be listing in conjunction with an
IPO if, immediately prior to listing, it does not have
a class of common stock registered under the
Exchange Act. Conseqently [sic], a company whose
common stock has not previously been registered
under the Exchange Act is eligible to avail itself of
the IPO transition periods in Section 303A.00
regardless of whether that company is conducting
a public offering at the time of its initial listing. The
Exchange’s proposed amendment would provide a
one-year transition period for compliance with the
internal audit function requirement to all
companies currently eligible for the IPO transition
periods in Section 303A.00.
5 Section 102.01B of the Manual defines a carveout as the initial offering of an equity security to
the public by a publicly traded company for an
underlying interest in its existing business (which
may be subsidiary, division, or business unit). For
all practical purposes, a carve-out is the same as an
IPO, as it involves the listing of a newly-public
company in connection with the initial public
offering of its common stock. A spin-off involves
the distribution by a listed company of all of the
outstanding common stock of a subsidiary to the
listed company’s shareholders and the listing of the
new company, generally without any concurrent
offering.
PO 00000
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40817
exchange. The Exchange believes that
providing a transitional period after
listing for a newly public company to
establish its internal audit function
would benefit investors by making the
company’s implementation of the
internal audit function more effective
and efficient and reducing the costs that
a company faces in its first year as a
public company. The proposed
transition period would also limit any
interference by the Exchange’s internal
audit requirement with a company’s
business decision regarding the timing
and use of resources relating to its
initial listing. In that regard, the
Exchange notes that newly-public
companies are typically in the process
of upgrading their accounting systems
and internal controls and hiring
additional staff to meet the greater
demands placed on public companies.
In addition, many such companies
appoint a number of new directors at
the time of listing to comply with NYSE
independence requirements. Frequently,
a newly-listed company will appoint a
completely new audit committee on the
date of listing. As the audit committee
has an oversight role with respect to
internal audit and risk management, it
is appropriate for that newly-constituted
committee to have a significant role in
the design and implementation of the
company’s internal audit function. A
one-year transition period would give a
newly-appointed audit committee an
opportunity to become familiar with the
internal controls and risk management
of the company and determine what
kind of internal audit function is
suitable for the company given its
specific circumstances.
Given the limited scope of the
proposed transition provision and the
fact that other national securities
exchanges do not have comparable
rules, the Exchange believes that the
extension of the transition provision to
IPOs, new registrants, carve-outs and
spin-offs is consistent with the
protection of investors and the public
interest. Moreover, given that any
company which would be able to avail
itself of the proposed transition could
list on Nasdaq without ever having to
comply with an internal audit
requirement, the Exchange believes that
investors would be at least as well
protected by having these companies
listed on the Exchange, where they
would be subject to such a requirement
after the transition period. After
adoption of the proposed amendment,
all companies that are subject to Section
303A.07 would continue to be required
to have an internal audit function no
later than one year after their listing
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emcdonald on DSK67QTVN1PROD with NOTICES
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Federal Register / Vol. 78, No. 130 / Monday, July 8, 2013 / Notices
date. The Exchange proposes to amend
Section 303A.07 to include a sentence
explicitly stating this fact.
The Exchange notes that there are
several provisions in Section 303A.07
that set forth duties of the audit
committee with respect to the internal
audit function. The Exchange proposes
to amend those provisions to clarify the
duties of the audit committee with
respect to the internal audit function
during any transition period applicable
to IPOs, new registrants, transfers from
another national securities exchange,
carve-outs and spin-offs. The proposed
amendments are as follows:
• Section 303A.07(b)(i)(A) provides
that the audit committee’s charter must
provide that the committee will assist
board oversight of (1) the integrity of the
listed company’s financial statements,
(2) the listed company’s compliance
with legal and regulatory requirements,
(3) the independent auditor’s
qualifications and independence, and
(4) the performance of the listed
company’s internal audit function and
independent auditors. The proposed
amendment would provide that if the
listed company does not yet have an
internal audit function because it is
availing itself of a transition period
pursuant to Section 303A.00, the charter
must provide that the committee will
assist board oversight of the design and
implementation of the internal audit
function) [sic].
• Section 303A.07(b)(i)(E) provides
that the audit committee’s charter must
provide that the committee will meet
separately, periodically, with
management, with internal auditors (or
other personnel responsible for the
internal audit function) and with
independent auditors. The proposed
amendment would provide that if the
listed company does not yet have an
internal audit function because it is
availing itself of a transition period
pursuant to Section 303A.00, the
committee must meet periodically with
the company personnel primarily
responsible for the design and
implementation of the internal audit
function.
• Section 303A.07(b)(i)(F) provides
that the audit committee’s charter must
provide that the committee will review
with the independent auditor any audit
problems or difficulties and
management’s response. This review is
required to include discussion of the
responsibilities, budget and staffing of
the listed company’s internal audit
function. The proposed amendment
would provide that if the listed
company does not yet have an internal
audit function because it is availing
itself of a transition period pursuant to
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Section 303A.00, the review should
include discussion of management’s
plans with respect to the
responsibilities, budget and staffing of
the internal audit function and its plans
for the implementation of the internal
audit function.
• Section 303A.07(b)(i)(H) provides
that the audit committee’s charter must
provide that the committee will report
regularly to the board of directors to
review, among other things, the
performance of the company’s internal
audit function. The proposed
amendment would provide that if the
listed company does not yet have an
internal audit function because it is
availing itself of a transition period
pursuant to Section 303A.00, the
committee should review with the board
management’s activities with respect to
the design and implementation of the
internal audit function.
internal audit function during that
period.
2. Statutory Basis
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
the proposed rule change, or
(B) Institute proceedings to determine
whether the proposed rule change
should be disapproved.
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) 6 of the Securities Exchange
Act of 1934 (the ‘‘Act’’), in general, and
furthers the objectives of Section 6(b)(5)
of the Act,7 in particular in that it is
designed to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest. The
Exchange believes that the proposed
amendment is consistent with the
investor protection objectives of Section
6(b)(5) of the Act in that the proposed
amendment would provide an
appropriate transition period to comply
with the internal audit requirement to
companies listing in connection with an
IPO, as a new registrant, or by means of
a carve-out or spin-off transaction, while
retaining its general requirement that all
such companies must have an internal
audit function no later than one year
from the company’s listing date. The
Exchange notes that during any
transition period the audit committee
would continue to have a role in
overseeing the listed company’s
financial systems and internal controls
and would also be involved in
overseeing the design and
implementation of the company’s
PO 00000
6 15
7 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
Frm 00131
Fmt 4703
Sfmt 4703
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purpose of the Act, as it simply
provides a transition period for newlylisted companies to comply with the
Exchange’s internal audit requirement.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSE–2013–40 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–NYSE–2013–40. This file
number should be included on the
subject line if email is used.
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Federal Register / Vol. 78, No. 130 / Monday, July 8, 2013 / Notices
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 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 offices of
NYSE. 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–2013–40, and
should be submitted on or before July
29, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.8
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013–16289 Filed 7–5–13; 8:45 am]
A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: Notice is
hereby given that as a result of the
Administrator’s EIDL declaration,
applications for economic injury
disaster loans may be filed at the
address listed above or other locally
announced locations.
The following areas have been
determined to be adversely affected by
the disaster:
Primary Counties: Skagit.
Contiguous Counties:
Washington: Chelan; Island;
Okanogan; Snohomish; Whatcom.
The Interest Rates are:
FOR FURTHER INFORMATION CONTACT:
Percent
Businesses and small agricultural
cooperatives
without
credit
available elsewhere ..................
Non-Profit Organizations Without
Credit Available Elsewhere .......
4.000
2.875
The number assigned to this disaster
for economic injury is 136410.
The State which received an EIDL
Declaration # is Washington.
[FR Doc. 2013–16219 Filed 7–5–13; 8:45 am]
[Disaster Declaration #13586 and #13587]
[Disaster Declaration # 13641]
Oklahoma Disaster Number OK–00071
Washington Disaster # WA–00038
Declaration of Economic Injury
AGENCY:
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8 17
CFR 200.30–3(a)(12).
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[FR Doc. 2013–16221 Filed 7–5–13; 8:45 am]
BILLING CODE 8025–01–P
Agency Information Collection
Activities: Comment Request
SMALL BUSINESS ADMINISTRATION
U.S. Small Business
Administration.
ACTION: Amendment 4.
This is an amendment of the
Presidential declaration of a major
disaster for the State of Oklahoma
(FEMA—4117–DR), dated 05/20/2013.
Incident: Severe storms, tornadoes
and flooding.
Incident Period: 05/18/2013 through
06/02/2013.
Effective Date: 06/26/2013.
Physical Loan Application Deadline
Date: 07/19/2013.
EIDL Loan Application Deadline Date:
02/20/2014.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing And
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
SUMMARY:
This is a notice of an
Economic Injury Disaster Loan (EIDL)
declaration for the State of Washington,
dated 06/27/2013.
Incident: Interstate 5 Bridge Collapse.
Incident Period: 05/23/2013.
Effective Date: 06/27/2013.
EIDL Loan Application Deadline Date:
03/27/2014.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
James E. Rivera,
Associate Administrator for Disaster
Assistance.
Dated:June 27, 2013.
Karen G. Mills,
Administrator.
SMALL BUSINESS ADMINISTRATION
SUMMARY:
(Catalog of Federal Domestic Assistance
Numbers 59002 and 59008)
SOCIAL SECURITY ADMINISTRATION
BILLING CODE 8025–01–P
U.S. Small Business
Administration.
ACTION: Notice.
A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: The notice
of the Presidential disaster declaration
for the State of Oklahoma, dated 05/20/
2013 is hereby amended to include the
following areas as adversely affected by
the disaster:
Primary Counties: (Physical Damage and
Economic Injury Loans): Okfuskee
Okmulgee Le Flore
Contiguous Counties: (Economic Injury
Loans Only):
Oklahoma: Haskell Hughes Latimer
Mccurtain Mcintosh Muskogee
Pushmataha Sequoyah Tulsa
Wagoner
Arkansas: Polk Scott Sebastian
All other information in the original
declaration remains unchanged.
FOR FURTHER INFORMATION CONTACT:
(Catalog of Federal Domestic Assistance
Number 59002)
BILLING CODE 8011–01–P
AGENCY:
40819
PO 00000
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The Social Security Administration
(SSA) publishes a list of information
collection packages requiring clearance
by the Office of Management and
Budget (OMB) in compliance with
Public Law 104–13, the Paperwork
Reduction Act of 1995, effective October
1, 1995. This notice includes revisions
of OMB-approved information
collections.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and ways to
minimize burden on respondents,
including the use of automated
collection techniques or other forms of
information technology. Mail, email, or
fax your comments and
recommendations on the information
collection(s) to the OMB Desk Officer
and SSA Reports Clearance Officer at
the following addresses or fax numbers.
(OMB) Office of Management and
Budget, Attn: Desk Officer for SSA, Fax:
202–395–6974, Email address:
OIRA_Submission@omb.eop.gov.
(SSA) Social Security Administration,
DCRDP, Attn: Reports Clearance
Director, 107 Altmeyer Building, 6401
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Agencies
[Federal Register Volume 78, Number 130 (Monday, July 8, 2013)]
[Notices]
[Pages 40816-40819]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-16289]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-69914; File No. SR-NYSE-2013-40]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing of Proposed Rule Change Amending 303A.00 of the
Exchange's Listed Company Manual To Provide a One-Year Transition
Period To Comply With the Internal Audit Requirement of Section
303A.07(c) for Companies Listing in Connection With An Initial Public
Offering, as New Registrants or by Means of a Carve-Out or Spin-Off
Transaction
July 2, 2013.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on June 18, 2013, New York Stock Exchange LLC (``NYSE'' or
the ``Exchange'') filed with the Securities and Exchange
[[Page 40817]]
Commission (the ``Commission'') the proposed rule change as described
in Items I, II, and III below, which Items have been prepared by the
self-regulatory organization. The Commission is publishing this notice
to solicit comments on the proposed rule change from interested
persons.
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\1\ 15 U.S.C.78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to amend 303A.00 of the Exchange's Listed
Company Manual (the ``Manual'') to provide a one-year transition period
to comply with the internal audit requirement of Section 303A.07(c) for
companies listing in connection with an initial public offering
(``IPO''), as new registrants or by means of a carve-out or spin-off
transaction. The text of the proposed rule change is available on the
Exchange's Web site at www.nyse.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Section 303A.07(c) of the Listed Company Manual requires that any
listed company which is subject to Section 303A.07 must have an
internal audit function to provide management and the audit committee
with ongoing assessments of the listed company's risk management
processes and system of internal control. A listed company may choose
to outsource this function to a third party service provider other than
its independent auditor.
Consistent with the transition provisions of Section 303A.00, any
company listing upon transfer from another national securities exchange
that does not have an internal audit requirement has one year from the
date of listing to comply with the internal audit function requirement
of Section 303A.07(c). Neither the Nasdaq Stock Market LLC (``Nasdaq'')
nor NYSE MKT LLC (``NYSE MKT'') has an internal audit requirement.
Consequently, any company transferring from Nasdaq or NYSE MKT to the
NYSE has one year from the date of listing to comply with the
requirement specifically set forth in its rules. By contrast, Section
303A.00 does not provide any transition period for compliance with the
internal audit requirement to a company which is listing in connection
with: (i) Its IPO \4\ or whose common stock has not previously been
registered under the Exchange Act or (ii) by means of a carve-out or
spin-off transaction.\5\ The Exchange believes that the lack of a
transition period in relation to the internal audit requirement for
these categories of newly-listed companies is anomalous in light of the
treatment of companies transferring from other markets. Accordingly,
the Exchange proposes to amend Section 303A.00 to extend the
application of the one-year transition period to comply with the
internal audit function requirement to such companies.
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\4\ For purposes of Section 303A other than Sections 303A.06
(which incorporates Exchange Act Rule 10A-3 by reference) and
303A.12(b), Section 303A.00 currently provides that a company is
considered to be listing in conjunction with an IPO if, immediately
prior to listing, it does not have a class of common stock
registered under the Exchange Act. Conseqently [sic], a company
whose common stock has not previously been registered under the
Exchange Act is eligible to avail itself of the IPO transition
periods in Section 303A.00 regardless of whether that company is
conducting a public offering at the time of its initial listing. The
Exchange's proposed amendment would provide a one-year transition
period for compliance with the internal audit function requirement
to all companies currently eligible for the IPO transition periods
in Section 303A.00.
\5\ Section 102.01B of the Manual defines a carve-out as the
initial offering of an equity security to the public by a publicly
traded company for an underlying interest in its existing business
(which may be subsidiary, division, or business unit). For all
practical purposes, a carve-out is the same as an IPO, as it
involves the listing of a newly-public company in connection with
the initial public offering of its common stock. A spin-off involves
the distribution by a listed company of all of the outstanding
common stock of a subsidiary to the listed company's shareholders
and the listing of the new company, generally without any concurrent
offering.
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The Exchange believes that providing a transition period to comply
with the internal audit function requirement to companies listing in
connection with their IPO, as new registrants or by mean of a carve-out
or spin-off transaction does not give rise to any novel regulatory
issues that do not arise in connection with the existing transition
provision for companies transferring from another national securities
exchange. The Exchange believes that providing a transitional period
after listing for a newly public company to establish its internal
audit function would benefit investors by making the company's
implementation of the internal audit function more effective and
efficient and reducing the costs that a company faces in its first year
as a public company. The proposed transition period would also limit
any interference by the Exchange's internal audit requirement with a
company's business decision regarding the timing and use of resources
relating to its initial listing. In that regard, the Exchange notes
that newly-public companies are typically in the process of upgrading
their accounting systems and internal controls and hiring additional
staff to meet the greater demands placed on public companies. In
addition, many such companies appoint a number of new directors at the
time of listing to comply with NYSE independence requirements.
Frequently, a newly-listed company will appoint a completely new audit
committee on the date of listing. As the audit committee has an
oversight role with respect to internal audit and risk management, it
is appropriate for that newly-constituted committee to have a
significant role in the design and implementation of the company's
internal audit function. A one-year transition period would give a
newly-appointed audit committee an opportunity to become familiar with
the internal controls and risk management of the company and determine
what kind of internal audit function is suitable for the company given
its specific circumstances.
Given the limited scope of the proposed transition provision and
the fact that other national securities exchanges do not have
comparable rules, the Exchange believes that the extension of the
transition provision to IPOs, new registrants, carve-outs and spin-offs
is consistent with the protection of investors and the public interest.
Moreover, given that any company which would be able to avail itself of
the proposed transition could list on Nasdaq without ever having to
comply with an internal audit requirement, the Exchange believes that
investors would be at least as well protected by having these companies
listed on the Exchange, where they would be subject to such a
requirement after the transition period. After adoption of the proposed
amendment, all companies that are subject to Section 303A.07 would
continue to be required to have an internal audit function no later
than one year after their listing
[[Page 40818]]
date. The Exchange proposes to amend Section 303A.07 to include a
sentence explicitly stating this fact.
The Exchange notes that there are several provisions in Section
303A.07 that set forth duties of the audit committee with respect to
the internal audit function. The Exchange proposes to amend those
provisions to clarify the duties of the audit committee with respect to
the internal audit function during any transition period applicable to
IPOs, new registrants, transfers from another national securities
exchange, carve-outs and spin-offs. The proposed amendments are as
follows:
Section 303A.07(b)(i)(A) provides that the audit
committee's charter must provide that the committee will assist board
oversight of (1) the integrity of the listed company's financial
statements, (2) the listed company's compliance with legal and
regulatory requirements, (3) the independent auditor's qualifications
and independence, and (4) the performance of the listed company's
internal audit function and independent auditors. The proposed
amendment would provide that if the listed company does not yet have an
internal audit function because it is availing itself of a transition
period pursuant to Section 303A.00, the charter must provide that the
committee will assist board oversight of the design and implementation
of the internal audit function) [sic].
Section 303A.07(b)(i)(E) provides that the audit
committee's charter must provide that the committee will meet
separately, periodically, with management, with internal auditors (or
other personnel responsible for the internal audit function) and with
independent auditors. The proposed amendment would provide that if the
listed company does not yet have an internal audit function because it
is availing itself of a transition period pursuant to Section 303A.00,
the committee must meet periodically with the company personnel
primarily responsible for the design and implementation of the internal
audit function.
Section 303A.07(b)(i)(F) provides that the audit
committee's charter must provide that the committee will review with
the independent auditor any audit problems or difficulties and
management's response. This review is required to include discussion of
the responsibilities, budget and staffing of the listed company's
internal audit function. The proposed amendment would provide that if
the listed company does not yet have an internal audit function because
it is availing itself of a transition period pursuant to Section
303A.00, the review should include discussion of management's plans
with respect to the responsibilities, budget and staffing of the
internal audit function and its plans for the implementation of the
internal audit function.
Section 303A.07(b)(i)(H) provides that the audit
committee's charter must provide that the committee will report
regularly to the board of directors to review, among other things, the
performance of the company's internal audit function. The proposed
amendment would provide that if the listed company does not yet have an
internal audit function because it is availing itself of a transition
period pursuant to Section 303A.00, the committee should review with
the board management's activities with respect to the design and
implementation of the internal audit function.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) \6\ of the Securities Exchange Act of 1934 (the
``Act''), in general, and furthers the objectives of Section 6(b)(5) of
the Act,\7\ in particular in that it is designed to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in regulating, clearing, settling, processing
information with respect to, and facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest. The Exchange believes that
the proposed amendment is consistent with the investor protection
objectives of Section 6(b)(5) of the Act in that the proposed amendment
would provide an appropriate transition period to comply with the
internal audit requirement to companies listing in connection with an
IPO, as a new registrant, or by means of a carve-out or spin-off
transaction, while retaining its general requirement that all such
companies must have an internal audit function no later than one year
from the company's listing date. The Exchange notes that during any
transition period the audit committee would continue to have a role in
overseeing the listed company's financial systems and internal controls
and would also be involved in overseeing the design and implementation
of the company's internal audit function during that period.
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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purpose of the Act, as it simply provides a
transition period for newly-listed companies to comply with the
Exchange's internal audit requirement.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule 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 the 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-NYSE-2013-40 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-NYSE-2013-40. This file
number should be included on the subject line if email is used.
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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 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 offices of NYSE. 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-2013-40, and should be submitted on or before July
29, 2013.
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\8\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\8\
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013-16289 Filed 7-5-13; 8:45 am]
BILLING CODE 8011-01-P