Self-Regulatory Organizations; BOX Options Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Regarding Continuing Education for Registered Persons, 52224-52226 [2013-20462]
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tkelley on DSK3SPTVN1PROD with NOTICES
52224
Federal Register / Vol. 78, No. 163 / Thursday, August 22, 2013 / Notices
• Attachment 1—an application for
non-public treatment of materials filed
under seal;
• Attachments 2A and 2B—redacted
copies of Governors’ Decision Nos. 08–
20 and 11–6;
• Attachment 3—a redacted set of the
new rates;
• Attachment 4—a certification
addressing costs and prices;
• Attachments 5A through 5E—
redacted copies of the EMS Cooperative
CY2012 Report Card and the EMS
Cooperative quarterly report cards for
CY2012;
• Attachment 6—changes to the
Inbound EMS product description in the
Mail Classification Schedule.
Public portions of the Postal Service’s
filing can be accessed via the
Commission’s Web site (https://
www.prc.gov). Access to non-public
documents is governed by 39 CFR part
3007.
Proceedings. The Commission
establishes Docket No. CP2013–77 for
consideration of matters raised by the
Notice. Pursuant to 39 U.S.C. 505, it
appoints Manon A. Boudreault to serve
as officer of the Commission (Public
Representative) representing the
interests of the general public in these
proceedings.
Interested persons may submit
comments on whether the changes
announced in the Notice are consistent
with 39 U.S.C. 3632, 3633, 3642, 39 CFR
3015.5, and 39 CFR part 3020, subpart
B. Comments are due no later than
August 23, 2013. Comments are to be
submitted via the Commission’s Filing
Online system at https://www.prc.gov
unless a waiver is obtained. Information
on how to obtain a waiver may be found
by contacting the Commission’s docket
section at 202–789–6846.
It is ordered:
1. The Commission establishes Docket
No. CP2013–77 for consideration of the
Notice of the United States Postal
Service of Filing Changes in Rates Not
of General Applicability and Changes to
Product Description for Inbound EMS 2,
filed August 15, 2013.
2. Pursuant to 39 U.S.C. 505, the
Commission appoints Manon A.
Boudreault to serve as officer of the
Commission (Public Representative) to
represent the interests of the general
public in this proceeding.
3. Comments are due no later than
August 23, 2013.
4. The Secretary shall arrange for
publication of this order in the Federal
Register.
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17:07 Aug 21, 2013
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By the Commission.
Shoshana M. Grove,
Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[FR Doc. 2013–20453 Filed 8–21–13; 8:45 am]
BILLING CODE 7710–FW–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Dated: August 19, 2013.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013–20576 Filed 8–20–13; 11:15 am]
PO 00000
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Regarding
Continuing Education for Registered
Persons
August 16, 2013.
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission held a Closed Meeting on
Friday, August 16, 2013 at 12:30 p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
attended the Closed Meeting. Certain
staff members who had an interest in
the matter also were present.
The General Counsel of the
Commission, or her designee, certified
that, in her opinion, one or more of the
exemptions set forth in 5 U.S.C.
552b(c)(3), (5), (7), 9(B) and (10) and 17
CFR 200.402(a)(3), (5), (7), 9(ii) and (10),
permitted consideration of the
scheduled matter at the Closed Meeting.
Commissioner Gallagher, as duty
officer, voted to consider the item listed
for the Closed Meeting in a closed
session, and determined that no earlier
notice thereof was possible.
The subject matter of the Closed
Meeting was: Settlement of injunctive
actions.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact the Office of the Secretary at
(202) 551–5400.
BILLING CODE 8011–01–P
[Release No. 34–70224; File No. SR–BOX–
2013–41]
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 August
14, 2013, BOX Options Exchange LLC
(the ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
BOX Rule 2040 (Restrictions) regarding
continuing education for registered
persons. The text of the proposed rule
change is available from the principal
office of the Exchange, at the
Commission’s Public Reference Room
and also on the Exchange’s Internet Web
site at https://boxexchange.com.
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 these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization 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
The Exchange is proposing to amend
BOX Rule 2040 (Restrictions) to specify
the different Continuing Education
1 15
2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
22AUN1
Federal Register / Vol. 78, No. 163 / Thursday, August 22, 2013 / Notices
(‘‘CE’’) requirements for registered
persons based upon their registration
with the Exchange. This change will
authorize the Exchange to administer
different CE programs to differently
registered individuals while bringing
clarity to Options Participants about
what CE requirement they must fulfill.
More specifically, the Exchange is
proposing to: (1) Adopt the Series 501
Proprietary Trader Continuing
Education Program, and (2) enumerate
the required Regulatory Element
programs.
tkelley on DSK3SPTVN1PROD with NOTICES
Background
Currently, Exchange Rule IM–2040–
5(b) 3 states that that ‘‘each
Representative or Principal registered
with the Exchange shall complete the
Regulatory Element of the Continuing
Education requirement’’.4 Exchange
Rule IM–2040–5(b) further states that
‘‘the content of the Regulatory Element
shall be determined by the Exchange
and shall be appropriate to either the
registered representative or principal
status of persons subject to this IM–
2040–5’’. The Regulatory Element is a
computer-based education program
administered by the Financial Industry
Regulatory Authority (‘‘FINRA’’) to help
ensure that registered persons are kept
up to date on regulatory, compliance
and sales practice matters in the
industry. Currently, there are two
Regulatory Element programs that BOX
recognizes: the S201 Supervisor
Program for registered principals and
supervisors; and the S101 General
Program for Series 7 and all other
registered persons. The Exchange is
proposing to enumerate these programs
in the Exchange Rulebook along with
adding the S501 Series 56 Proprietary
Trader Continuing Education Program
for Series 56 registered persons.
Introduction of the Proprietary Trading
Continuing Education Program
The Exchange is proposing to
introduce a new CE Program for
Proprietary Traders registered with the
Exchange who have successfully
completed the Proprietary Traders
Examination (‘‘Series 56’’) and who
have no other registrations. Exchange
Rule 2020(b)(2) outlines the registration
and qualification requirements
(including prerequisite examinations)
for Limited Representatives—
Proprietary Traders. Each person
associated with a Participant who is
included within the definition of
Representative may register as a Limited
Representative—Proprietary Trader if
3 See
Exchange Rule IM–2040–5(b).
4 Id.
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Jkt 229001
his activities in the investment banking
or securities business are limited solely
to proprietary trading; and he passes the
appropriate Qualification Examination
for Limited Representative—Proprietary
Trader, the Series 56; and he is an
associated person of a proprietary
trading firm.5
The Proprietary Trader Continuing
Education Program (S501) is a
computer-based education program
developed by many of the selfregulatory organizations (‘‘Participating
SROs’’) 6 to ensure that registered
persons are kept current on regulatory,
compliance and trading practice matters
in the industry. Unlike the other offered
CE Programs, the Proprietary Trader
Continuing Education Program is not
part of the Uniform Continuing
Education Program, which is developed
and maintained by the Securities
Industry Regulatory Council on
Continuing Education.
The Proprietary Trader Continuing
Education Program will logistically
operate as the currently offered CE
Programs do. Specifically, registered
persons will be required, through CRD,
to complete the Regulatory Element of
the CE on the second anniversary of the
base date and then every three years
thereafter. While creating the S501, the
Participating SROs believed that the
current procedures of the other CE
programs work well. The Securities
Industry Regulatory Council on
Continuing Education has tailored the
process of the other CE Programs since
its inception to a process that has been
successful. Thus, as proposed, the S501
will work in the same manner. In
addition, consistency between the
different programs will avoid creating
confusion amongst the registered
persons and FINRA.
5 See Exchange Rule 2020(b)(2)(i). Under
Exchange Rule 2020(e)(2) a proprietary trading firm
is a Participant that trades its own capital, that does
not have customers, and that is not a member of the
Financial Industry Regulatory Authority. In
addition, to qualify for this definition, the funds
used by a proprietary trading firm must be
exclusively firm funds, all trading must be in the
firm’s accounts, and traders must be owners of,
employees of, or contractors to the firm.
6 The Participating SROs that have assisted with
the development of, and plan to administer, the
Series 56 and S501 are the Exchange, Chicago Board
Options Exchange, Incorporated (‘‘CBOE’’), C2
Options Exchange, Incorporated (‘‘C2’’), the Chicago
Stock Exchange, Inc. (‘‘CHX’’), the New York Stock
Exchange, LLC (‘‘NYSE’’), NYSE Arca, Inc.
(‘‘Arca’’), NYSE Amex, LLC (‘‘Amex’’), the
NASDAQ Stock Market LLC (‘‘NASDAQ’’), the
National Stock Exchange, Inc. (‘‘NSX’’), NASDAQ
OMX BX, Inc. (‘‘BX’’), NASDAQ OMX PHLX, LLC
(‘‘PHLX’’), BATS Y-Exchange, Inc. (‘‘BATS Y’’),
BATS Exchange, Inc. (‘‘BATS’’), EDGA Exchange,
Inc. (‘‘EDGA’’), EDGX Exchange, Inc. (‘‘EDGX’’),
Miami International Securities Exchange, LLC
(‘‘MIAX’’) and International Securities Exchange,
LLC (‘‘ISE’’).
PO 00000
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52225
The Proprietary Trader Continuing
Education Program (S501) is required
for those registrants who registered as
Proprietary Traders by passing the
Series 56 and do not maintain any other
registration through CRD.7 Individuals
that are registered under any other
registration are required to maintain the
CE obligations associated with those
registrations.
For example, an individual that is
registered as a Proprietary Trader with
the Exchange yet continues to maintain
a Series 7 registration will be required
to continue taking the Series 7
Continuing Education Program (S101).8
Though such individual may be
engaging in the same capacity as one
registered as a Proprietary Trader,
because the Series 7 Examination is a
more comprehensive exam of topics not
covered on the Series 56, the Exchange
believes that this individual continuing
to maintain a Series 7 registration
should complete a CE that covers all
aspects of his or her registration.
The introduction of the Proprietary
Trader Continuing Education Program
allows the Exchange to tailor its CE
requirements more closely to those
registered individuals who are
registered as Series 56. More
specifically, the Exchange believes
allowing individuals engaging in
proprietary trading and registered under
the Series 56 to complete a separate CE
Program than those maintaining a Series
7 registration is appropriate as all
individuals have the option of taking
either test. In comparison to the Series
7, the Series 56 Examination is more
closely tailored to the practice of
proprietary trading while the Series 7 is
more comprehensive. As such, the
Exchange believes a Series 56 CE
Program should be tailored as well. At
the same time, if an individual would
like to remain registered as a Series 7,
the Exchange believes it is appropriate
they continue to be required to complete
the broader CE program. As stated
above, though an individual
maintaining a Series 7 registration may
be engaging in the same capacity as one
registered as a Proprietary Trader,
because the Series 7 Examination is a
7 Any registered person who receives a waiver of
the Series 56 under Exchange Rule IM–2040–2, and
does not maintain any other registrations in CRD,
will be required to complete the Proprietary Trader
Continuing Education Program (S501).
8 If a registered person has received a Series 56
waiver under Exchange Rule IM–2040–2 but
continues to maintain a Series 7 registration (that
predates the introduction of the Series 56 on the
Exchange) that registered individual will be
required to continue taking the Series 7 CE Program
(S101). Through CRD, FINRA will recognize the
Series 56 as waived while still requiring the Series
7 CE completion.
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Federal Register / Vol. 78, No. 163 / Thursday, August 22, 2013 / Notices
more comprehensive exam of topics not
covered on the Series 56, the Exchange
believes that such individual that
continues to maintain a Series 7
registration should complete a CE that
covers all aspects of his or her
registration.
tkelley on DSK3SPTVN1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(c) of the Act,9
in general, and furthers the objectives of
Section 6(c)(3) of the Act,10 which
authorizes the Exchange to prescribe
standards of training, experience and
competence for persons associated with
the Exchange Options Participants, in
that the proposed rule codifies the
existing requirements for Exchange
Options Participants and their
Representatives. The proposed rule also
introduces a new CE program for Series
56 registered persons. The Exchange
believes the proposed changes are
reasonable and set forth the appropriate
CE requirements for an Options
Participant’s Representative or Principal
who is required to register under
Exchange Rule IM–2040–5.
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 not
necessary or appropriate in furtherance
of the purposes of the Act. In this
regard, the Exchange notes that the rule
change is being proposed in response to
a filing recently submitted by the
CBOE.11 The Exchange does not believe
that the administrative changes being
made nor the introduction of the
Proprietary Trader Continuing
Education Program (S501) will affect
intermarket competition as the
Exchange believes all Exchanges
offering the same CE requirements will
file similar rules addressing those CE
Programs. In addition, the Exchange
does not believe the proposed changes
will affect intramarket competition
because all similarly situated registered
persons, e.g. registered persons
maintaining the same registrations, are
required to complete the same CE
requirements. For example, all
individuals maintaining a Series 7
registration will be required to complete
the Series 7 CE while all individuals
maintaining a Series 56 registration (and
9 15
U.S.C. 78f(c).
U.S.C. 78f(c)(3).
11 See Securities Exchange Act Release No. 70027
(July 23, 2013), 78 FR 45584 (July 29, 2013) (SR–
CBOE–2013–076) (Notice of Filing and Immediate
Effectiveness of a Proposed Rule Change Relating to
Continuing Education).
no other registrations) will be required
to complete the new Series 56 CE.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has neither solicited
nor received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 12 and Rule 19b–4(f)(6)
thereunder.
The Exchange has requested that the
Commission waive the 30-day operative
delay. The rule change specifies that
proprietary traders who have qualified
by taking the Series 56 exam must take
the S 501 continuing education
program. Waiver of the operative delay
will enable those registered persons
required to take the S 501 continuing
education to do so as soon as the
program becomes available, enabling
them to comply with their continuing
education requirements in a timely
manner, and thus is consistent with the
protection of investors and the public
interest. Therefore, the Commission
designates the proposal operative upon
filing.13
At any time within 60 days of the
filing of this proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission will institute proceedings
to determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
10 15
VerDate Mar<15>2010
17:07 Aug 21, 2013
Jkt 229001
U.S.C. 78s(b)(3)(A).
purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
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–
BOX–2013–41 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–BOX–2013–41. 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
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–BOX–
2013–41 and should be submitted on or
before September 12, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
12 15
[FR Doc. 2013–20462 Filed 8–21–13; 8:45 am]
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CFR 200.30–3(a)(12).
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Agencies
[Federal Register Volume 78, Number 163 (Thursday, August 22, 2013)]
[Notices]
[Pages 52224-52226]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-20462]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70224; File No. SR-BOX-2013-41]
Self-Regulatory Organizations; BOX Options Exchange LLC; Notice
of Filing and Immediate Effectiveness of Proposed Rule Change Regarding
Continuing Education for Registered Persons
August 16, 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 August 14, 2013, BOX Options Exchange LLC (the ``Exchange'') filed
with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I and II below, which Items
have been prepared by the self-regulatory organization. The Commission
is publishing this notice to solicit comments on the proposed rule 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
The Exchange proposes to amend BOX Rule 2040 (Restrictions)
regarding continuing education for registered persons. The text of the
proposed rule change is available from the principal office of the
Exchange, at the Commission's Public Reference Room and also on the
Exchange's Internet Web site at https://boxexchange.com.
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 these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
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
The Exchange is proposing to amend BOX Rule 2040 (Restrictions) to
specify the different Continuing Education
[[Page 52225]]
(``CE'') requirements for registered persons based upon their
registration with the Exchange. This change will authorize the Exchange
to administer different CE programs to differently registered
individuals while bringing clarity to Options Participants about what
CE requirement they must fulfill. More specifically, the Exchange is
proposing to: (1) Adopt the Series 501 Proprietary Trader Continuing
Education Program, and (2) enumerate the required Regulatory Element
programs.
Background
Currently, Exchange Rule IM-2040-5(b) \3\ states that that ``each
Representative or Principal registered with the Exchange shall complete
the Regulatory Element of the Continuing Education requirement''.\4\
Exchange Rule IM-2040-5(b) further states that ``the content of the
Regulatory Element shall be determined by the Exchange and shall be
appropriate to either the registered representative or principal status
of persons subject to this IM-2040-5''. The Regulatory Element is a
computer-based education program administered by the Financial Industry
Regulatory Authority (``FINRA'') to help ensure that registered persons
are kept up to date on regulatory, compliance and sales practice
matters in the industry. Currently, there are two Regulatory Element
programs that BOX recognizes: the S201 Supervisor Program for
registered principals and supervisors; and the S101 General Program for
Series 7 and all other registered persons. The Exchange is proposing to
enumerate these programs in the Exchange Rulebook along with adding the
S501 Series 56 Proprietary Trader Continuing Education Program for
Series 56 registered persons.
---------------------------------------------------------------------------
\3\ See Exchange Rule IM-2040-5(b).
\4\ Id.
---------------------------------------------------------------------------
Introduction of the Proprietary Trading Continuing Education Program
The Exchange is proposing to introduce a new CE Program for
Proprietary Traders registered with the Exchange who have successfully
completed the Proprietary Traders Examination (``Series 56'') and who
have no other registrations. Exchange Rule 2020(b)(2) outlines the
registration and qualification requirements (including prerequisite
examinations) for Limited Representatives--Proprietary Traders. Each
person associated with a Participant who is included within the
definition of Representative may register as a Limited Representative--
Proprietary Trader if his activities in the investment banking or
securities business are limited solely to proprietary trading; and he
passes the appropriate Qualification Examination for Limited
Representative--Proprietary Trader, the Series 56; and he is an
associated person of a proprietary trading firm.\5\
---------------------------------------------------------------------------
\5\ See Exchange Rule 2020(b)(2)(i). Under Exchange Rule
2020(e)(2) a proprietary trading firm is a Participant that trades
its own capital, that does not have customers, and that is not a
member of the Financial Industry Regulatory Authority. In addition,
to qualify for this definition, the funds used by a proprietary
trading firm must be exclusively firm funds, all trading must be in
the firm's accounts, and traders must be owners of, employees of, or
contractors to the firm.
---------------------------------------------------------------------------
The Proprietary Trader Continuing Education Program (S501) is a
computer-based education program developed by many of the self-
regulatory organizations (``Participating SROs'') \6\ to ensure that
registered persons are kept current on regulatory, compliance and
trading practice matters in the industry. Unlike the other offered CE
Programs, the Proprietary Trader Continuing Education Program is not
part of the Uniform Continuing Education Program, which is developed
and maintained by the Securities Industry Regulatory Council on
Continuing Education.
---------------------------------------------------------------------------
\6\ The Participating SROs that have assisted with the
development of, and plan to administer, the Series 56 and S501 are
the Exchange, Chicago Board Options Exchange, Incorporated
(``CBOE''), C2 Options Exchange, Incorporated (``C2''), the Chicago
Stock Exchange, Inc. (``CHX''), the New York Stock Exchange, LLC
(``NYSE''), NYSE Arca, Inc. (``Arca''), NYSE Amex, LLC (``Amex''),
the NASDAQ Stock Market LLC (``NASDAQ''), the National Stock
Exchange, Inc. (``NSX''), NASDAQ OMX BX, Inc. (``BX''), NASDAQ OMX
PHLX, LLC (``PHLX''), BATS Y-Exchange, Inc. (``BATS Y''), BATS
Exchange, Inc. (``BATS''), EDGA Exchange, Inc. (``EDGA''), EDGX
Exchange, Inc. (``EDGX''), Miami International Securities Exchange,
LLC (``MIAX'') and International Securities Exchange, LLC (``ISE'').
---------------------------------------------------------------------------
The Proprietary Trader Continuing Education Program will
logistically operate as the currently offered CE Programs do.
Specifically, registered persons will be required, through CRD, to
complete the Regulatory Element of the CE on the second anniversary of
the base date and then every three years thereafter. While creating the
S501, the Participating SROs believed that the current procedures of
the other CE programs work well. The Securities Industry Regulatory
Council on Continuing Education has tailored the process of the other
CE Programs since its inception to a process that has been successful.
Thus, as proposed, the S501 will work in the same manner. In addition,
consistency between the different programs will avoid creating
confusion amongst the registered persons and FINRA.
The Proprietary Trader Continuing Education Program (S501) is
required for those registrants who registered as Proprietary Traders by
passing the Series 56 and do not maintain any other registration
through CRD.\7\ Individuals that are registered under any other
registration are required to maintain the CE obligations associated
with those registrations.
---------------------------------------------------------------------------
\7\ Any registered person who receives a waiver of the Series 56
under Exchange Rule IM-2040-2, and does not maintain any other
registrations in CRD, will be required to complete the Proprietary
Trader Continuing Education Program (S501).
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For example, an individual that is registered as a Proprietary
Trader with the Exchange yet continues to maintain a Series 7
registration will be required to continue taking the Series 7
Continuing Education Program (S101).\8\ Though such individual may be
engaging in the same capacity as one registered as a Proprietary
Trader, because the Series 7 Examination is a more comprehensive exam
of topics not covered on the Series 56, the Exchange believes that this
individual continuing to maintain a Series 7 registration should
complete a CE that covers all aspects of his or her registration.
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\8\ If a registered person has received a Series 56 waiver under
Exchange Rule IM-2040-2 but continues to maintain a Series 7
registration (that predates the introduction of the Series 56 on the
Exchange) that registered individual will be required to continue
taking the Series 7 CE Program (S101). Through CRD, FINRA will
recognize the Series 56 as waived while still requiring the Series 7
CE completion.
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The introduction of the Proprietary Trader Continuing Education
Program allows the Exchange to tailor its CE requirements more closely
to those registered individuals who are registered as Series 56. More
specifically, the Exchange believes allowing individuals engaging in
proprietary trading and registered under the Series 56 to complete a
separate CE Program than those maintaining a Series 7 registration is
appropriate as all individuals have the option of taking either test.
In comparison to the Series 7, the Series 56 Examination is more
closely tailored to the practice of proprietary trading while the
Series 7 is more comprehensive. As such, the Exchange believes a Series
56 CE Program should be tailored as well. At the same time, if an
individual would like to remain registered as a Series 7, the Exchange
believes it is appropriate they continue to be required to complete the
broader CE program. As stated above, though an individual maintaining a
Series 7 registration may be engaging in the same capacity as one
registered as a Proprietary Trader, because the Series 7 Examination is
a
[[Page 52226]]
more comprehensive exam of topics not covered on the Series 56, the
Exchange believes that such individual that continues to maintain a
Series 7 registration should complete a CE that covers all aspects of
his or her registration.
2. Statutory Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(c) of the Act,\9\ in general, and furthers
the objectives of Section 6(c)(3) of the Act,\10\ which authorizes the
Exchange to prescribe standards of training, experience and competence
for persons associated with the Exchange Options Participants, in that
the proposed rule codifies the existing requirements for Exchange
Options Participants and their Representatives. The proposed rule also
introduces a new CE program for Series 56 registered persons. The
Exchange believes the proposed changes are reasonable and set forth the
appropriate CE requirements for an Options Participant's Representative
or Principal who is required to register under Exchange Rule IM-2040-5.
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\9\ 15 U.S.C. 78f(c).
\10\ 15 U.S.C. 78f(c)(3).
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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 not necessary or appropriate in
furtherance of the purposes of the Act. In this regard, the Exchange
notes that the rule change is being proposed in response to a filing
recently submitted by the CBOE.\11\ The Exchange does not believe that
the administrative changes being made nor the introduction of the
Proprietary Trader Continuing Education Program (S501) will affect
intermarket competition as the Exchange believes all Exchanges offering
the same CE requirements will file similar rules addressing those CE
Programs. In addition, the Exchange does not believe the proposed
changes will affect intramarket competition because all similarly
situated registered persons, e.g. registered persons maintaining the
same registrations, are required to complete the same CE requirements.
For example, all individuals maintaining a Series 7 registration will
be required to complete the Series 7 CE while all individuals
maintaining a Series 56 registration (and no other registrations) will
be required to complete the new Series 56 CE.
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\11\ See Securities Exchange Act Release No. 70027 (July 23,
2013), 78 FR 45584 (July 29, 2013) (SR-CBOE-2013-076) (Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change
Relating to Continuing Education).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, the proposed rule
change has become effective pursuant to Section 19(b)(3)(A) of the Act
\12\ and Rule 19b-4(f)(6) thereunder.
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\12\ 15 U.S.C. 78s(b)(3)(A).
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The Exchange has requested that the Commission waive the 30-day
operative delay. The rule change specifies that proprietary traders who
have qualified by taking the Series 56 exam must take the S 501
continuing education program. Waiver of the operative delay will enable
those registered persons required to take the S 501 continuing
education to do so as soon as the program becomes available, enabling
them to comply with their continuing education requirements in a timely
manner, and thus is consistent with the protection of investors and the
public interest. Therefore, the Commission designates the proposal
operative upon filing.\13\
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\13\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of this proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission will institute proceedings to
determine whether the proposed rule change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
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-BOX-2013-41 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-BOX-2013-41. 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 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-BOX-2013-41 and should be
submitted on or before September 12, 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. 2013-20462 Filed 8-21-13; 8:45 am]
BILLING CODE 8011-01-P