Self-Regulatory Organizations; C2 Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend the Fees Schedule, 57195-57198 [2013-22510]
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57195
Federal Register / Vol. 78, No. 180 / Tuesday, September 17, 2013 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.27
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–22509 Filed 9–16–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70370; File No. SR–C2–
2013–033]
Self-Regulatory Organizations; C2
Options Exchange, Incorporated;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend the Fees Schedule
September 11, 2013.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on August
30, 2013, C2 Options Exchange,
Incorporated (the ‘‘Exchange’’ or ‘‘C2’’)
filed with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the Exchange.
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 its
Fees Schedule. The text of the proposed
rule change is available on the
Exchange’s Web site (https://
www.c2exchange.com/Legal/), at the
Exchange’s Office of the Secretary, 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
Exchange 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
Exchange 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 proposes to amend its
Fees Schedule. Specifically, the
Exchange proposes to adopt a set of fees
for the Russell 2000 Index (‘‘RUT’’),
both for simple and complex orders
(and to specify that the current fees that
apply to multiply-listed index, ETF and
ETN options classes do not apply to
RUT). For simple, non-complex RUT
orders, the Exchange proposes to assess
the following per-contract fees structure
(rebates in parentheses):
Maker
Public Customer ......................................................................................................................................................
C2 Market-Maker .....................................................................................................................................................
All Other Origins (Professional Customer, Firm, Broker/Dealer, non-C2 Market-Maker, JBO, etc.) ......................
Trades on the Open ................................................................................................................................................
As with simple, non-complex orders
in other multiply-listed index, ETF and
ETN options classes, rebates do not
apply to orders that trade with Public
Customer complex orders. In such a
circumstance, there will be no fee or
rebate (since Public Customer complex
orders also receive rebates pursuant to
the proposed changes). The Exchange
believes that providing a rebate for
Public Customer Maker orders, and
assessing no fee for Market-Maker
Maker orders, will incentivize the entry
of such orders (which will provide more
trading opportunities for all market
participants wishing to Take such
orders). Further, market participants
often prefer to trade against Public
Customer orders, and providing a rebate
for Public Customer Maker orders will
encourage Public Customers to enter
such orders, giving other market
participants more opportunities to Take
these preferable orders. The Exchange’s
($.75)*
.00
.50
.00
tkelley on DSK3SPTVN1PROD with NOTICES
Public Customer ......................................................................................................................................................
C2 Market-Maker .....................................................................................................................................................
All Other Origins (Professional Customer, Firm, Broker/Dealer, non-C2 Market-Maker, JBO, etc.) ......................
Trades on the Open ................................................................................................................................................
27 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See NYSE Arca, Inc. (‘‘Arca’’) Fee Schedule,
Section titled ‘‘Trade-Related Charges for Standard
Options’’, Transaction Fee table describing
Electronic Executions in Non Penny Pilot Issues.
1 15
VerDate Mar<15>2010
17:05 Sep 16, 2013
there will be no Maker or Taker fee or
rebate. The Exchange believes that
providing a rebate for Public Customer
orders will incentivize Public
Customers to execute such orders
(which will provide more trading
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PO 00000
Frm 00069
Fmt 4703
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$.80
.80
.80
.00
proposed Taker fee is intended to be
competitive with other exchanges,
which assess higher Taker fees for
RUT,3 and which also assess a higher
RUT License Surcharge fee than the
amount the Exchange proposes to assess
herein.4
For complex orders in RUT, the
Exchange proposes to assess the
following per-contract fees structure
(rebates in parentheses):
Maker fee/
(Rebate)
As with complex orders in other
multiply-listed index, ETF and ETN
options classes, a rebate will only apply
to Public Customer complex orders that
trade with non-Public Customer
complex orders. In other circumstances,
Taker fee
($.75)*
.85
.85
.00
Taker fee/
(Rebate)
($.75)*
.85
.85
.00
opportunities for all market participants
wishing to trade with such orders).
Further, market participants often prefer
to trade against Public Customer orders,
and providing a rebate for Public
Customer orders will encourage Public
4 See
E:\FR\FM\17SEN1.SGM
Arca Fee Schedule, Royalty Fees table.
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57196
Federal Register / Vol. 78, No. 180 / Tuesday, September 17, 2013 / Notices
Customers to effect such orders, giving
other market participants more
opportunities to trade with these
preferable orders. The Exchange’s
proposed Taker fee is intended to be
competitive with other exchanges,
which assess higher similar fees for
RUT,5 and which also assess a higher
RUT License Surcharge fee than the
amount the Exchange proposes to assess
herein.6
As with both simple and complex
orders in other multiply-listed index,
ETF and ETN options classes, the
Exchange proposes to not assess any fee
for RUT Trades on the Open (either
simple or complex).
The Exchange also proposes to adopt
a $0.30 per contract RUT Index License
Surcharge Fee that will apply to all nonPublic Customer transactions. The RUT
Index License Surcharge Fee charged by
the Exchange reflects the pass-through
charges associated with the licensing of
RUT. The proposed amount of the Index
License Surcharge Fee for RUT of $0.30
per contract is a reflection of the cost
the Exchange has incurred in securing a
license agreement from the index
provider. Absent the license agreement,
the Exchange and its participants would
be unable to trade RUT options and
would lose the ability to hedge small
cap securities with a large notional
value, European-style cash-settled index
option. Other exchanges assess a higher
RUT surcharge fee than the Exchange.7
The Exchange proposes to exempt
Public Customers from this fee because
the Exchange believes that this will
incentivize Public Customers to send
RUT orders to the Exchange, and
because other market participants prefer
to trade with Public Customers.
Therefore, this should provide increased
volume and greater liquidity (benefitting
all market participants), and more
trading opportunities for these other
market participants to trade with these
Public Customer orders with which they
prefer trading.
The proposed changes are to take
effect on September 3, 2013.
tkelley on DSK3SPTVN1PROD with NOTICES
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.8 Specifically,
5 See Arca Fee Schedule, Section titled
‘‘Electronic Complex Order Executions’’. Note that
RUT is a Non-Penny Pilot Issue.
6 See Arca Fee Schedule, Royalty Fees table.
7 See SR–NYSEMKT–2013–65, which increased
the NYSE MKT LLC (‘‘AMEX’’) Royalty Fee for RUT
from $0.15 per contract to $0.40 per contract.
8 15 U.S.C. 78f(b).
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17:05 Sep 16, 2013
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the Exchange believes the proposed rule
change is consistent with Section 6(b)(4)
of the Act,9 which requires that
Exchange rules provide for the equitable
allocation of reasonable dues, fees, and
other charges among its Trading Permit
Holders and other persons using its
facilities.
The Exchange believes that the
proposed Maker fees for RUT simple
orders are reasonable because Public
Customers will be able to receive a
rebate instead of paying a fee, C2
Market-Makers will be able to avoid
paying a fee, and orders from all other
origins will be assessed a fee amount
that is within the Exchange’s normal
range of fees, and is the same as the
amount assessed by other exchanges.10
The Exchange believes it is equitable
and not unfairly discriminatory to
provide a rebate to Public Customers
because the Exchange believes that this
will incentivize Public Customers to
send RUT orders to the Exchange, and
because other market participants prefer
to trade with Public Customers.
Therefore, this should provide increased
volume and greater liquidity (benefitting
all market participants), and more
trading opportunities for these other
market participants to trade with these
Public Customer orders with which they
prefer trading. Further, there is a history
within the options industry of providing
preferential pricing for Public
Customers, and this fact is evidenced in
the fee schedules of many options
exchanges, (including C2). The
Exchange believes that assessing no fee
for C2 Market-Maker RUT Maker orders
is equitable and not unfairly
discriminatory because this will
incentivize C2 Market-Makers to
execute RUT orders on the Exchange,
thereby providing increased volume and
greater liquidity, which benefits all
market participants. Further, C2 MarketMakers undertake certain obligations,
such as quoting obligations, that other
market participants do not have. The
Exchange believes that it is reasonable,
equitable and not unfairly
discriminatory to apply to simple Public
Customer Maker RUT orders the clause
that states that ‘‘rebates do not apply to
orders that trade with Public Customer
complex orders. In such a circumstance,
there will be no fee or rebate’’ because
these Public Customer orders will still
not be assessed a fee, and because it
would not be economically viable to
9 15
U.S.C. 78f(b)(4).
Arca Fee Schedule, Section titled ‘‘TradeRelated Charges for Standard Options’’, Transaction
Fee table describing Electronic Executions in Non
Penny Pilot Issues, which shows that Firms and
Broker-Dealers are assessed a $0.50 Maker fee for
RUT transactions.
10 See
PO 00000
Frm 00070
Fmt 4703
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provide a rebate on both sides of an
order when no fee is being collected.
Further, this clause applies to simple
Public Customer Maker orders in all
other multiply-listed index, ETF and
ETN options classes. The Exchange
believes that the proposed Taker fees for
RUT simple orders are reasonable,
equitable and not unfairly
discriminatory because they are lower
than those assessed by other
exchanges 11 and because they are
equivalent for all market participants.
The Exchange believes that its
proposed rebates for Public Customer
complex RUT orders are reasonable
because they will allow Public
Customer to receive a rebate for such
orders instead of paying a fee. The
Exchange believes that it is reasonable,
equitable and not unfairly
discriminatory to apply to complex
Public Customer RUT orders the clause
that states that ‘‘a rebate will only apply
to Public Customer complex orders that
trade with non-Public Customer
complex orders. In other circumstances,
there will be no Maker or Taker fee or
rebate’’ because these Public Customer
orders will still not be assessed a fee,
and this would prevent a situation in
which a rebate would be given on both
sides of an order when a fee is not
assessed (such situations not being
economically viable). Further, this
clause applies to complex Public
Customer orders in all other multiplylisted index, ETF and ETN options
classes. The Exchange believes that its
proposed fees for complex RUT orders
originating from all other origins
(including C2 Market-Makers) are
reasonable because they are the same
amount of the fees assessed for complex
RUT transactions to similar market
participants at other exchanges.12 The
Exchange believes that these fees are
equitable and not unfairly
discriminatory because they will be
applied equally to all market
participants who qualify for such fees.
The Exchange believes that it is
equitable and not unfairly
discriminatory to provide rebates for
complex Public Customer RUT orders
because the Exchange believes that this
will incentivize Public Customers to
execute RUT orders to the Exchange,
and because other market participants
prefer to trade with Public Customers.
Therefore, this should provide increased
volume and greater liquidity (benefitting
11 See Arca Fee Schedule, Section titled ‘‘TradeRelated Charges for Standard Options’’, Transaction
Fee table describing Electronic Executions in Non
Penny Pilot Issues.
12 See Arca Fee Schedule, Section titled
‘‘Electronic Complex Order Executions’’. Note that
RUT is a Non-Penny Pilot Issue.
E:\FR\FM\17SEN1.SGM
17SEN1
tkelley on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 78, No. 180 / Tuesday, September 17, 2013 / Notices
all market participants), and more
trading opportunities for these other
market participants to trade with these
Public Customer orders with which they
prefer trading. Further, there is a history
within the options industry of providing
preferential pricing for Public
Customers, and this fact is evidenced in
the fee schedules of many options
exchanges, (including C2).
The Exchange believes that it is
reasonable to assess no fees for RUT
Trades on the Open because this will
allow all market participants to avoid
paying fees for such trades. The
Exchange believes that this is equitable
and not unfairly discriminatory because
it will apply to all market participants,
and because the Exchange currently
does not assess fees for Trades on the
Open for other multiply-listed index,
ETF and ETN options.
The Exchange believes that the
proposed RUT Index License Surcharge
Fee is reasonable because Surcharge
Fees charged by the Exchange reflect the
pass-through charges associated with
the licensing of certain products,
including RUT. The proposed amount is
therefore a direct result of the amount
of the licensing fee charged to the
Exchange by the index provider and the
owner of the intellectual property
associated with the index. This amount
is equitable and not unfairly
discriminatory because it will be
assessed to all market participants to
whom the RUT Surcharge Fee applies.
Also, other exchanges have recently
increased their RUT surcharge fees to an
even greater amount than the
Exchange’s proposed amount.13 The
Exchange believes that it is equitable
and not unfairly discriminatory to
exempt Public Customers from this fee
because the Exchange believes that this
will incentivize Public Customers to
send RUT orders to the Exchange, and
because other market participants prefer
to trade with Public Customers.
Therefore, this should provide increased
volume and greater liquidity (benefitting
all market participants), and more
trading opportunities for these other
market participants to trade with these
Public Customer orders with which they
prefer trading. Further, there is a history
within the options industry of providing
preferential pricing for Public
Customers, and this fact is evidenced in
the fee schedules of many options
exchanges, (including C2).
13 See SR–NYSEMKT–2013–65, which increased
the AMEX Royalty Fee for RUT from $0.15 per
contract to $0.40 per contract.
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17:05 Sep 16, 2013
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
C2 does not believe that the proposed
fees structure for RUT will impose any
burden on intramarket competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
While there are circumstances wherein
a Public Customer receives a rebate (or,
in the case of the Index License
Surcharge Fee, is exempt from such fee),
the Exchange believes that this will
incentivize Public Customers to execute
RUT orders to the Exchange, and other
market participants prefer to trade with
Public Customers. Therefore, these
rebates should provide increased
volume and greater liquidity (benefitting
all market participants), and more
trading opportunities for these other
market participants to trade with these
Public Customer orders with which they
prefer trading. Further, there is a history
within the options industry of providing
preferential pricing for Public
Customers, and this fact is evidenced in
the fee schedules of many options
exchanges, (including C2). While there
is also a place within the proposed RUT
fees structure in which C2 MarketMakers are not assessed a fee while
other market participants are, C2
Market-Makers must undertake certain
obligations, such as quoting obligations,
that other market participants may not
have. Further, the Exchange believes
that this will incentivize C2 MarketMakers to execute RUT orders on the
Exchange, thereby providing increased
volume and greater liquidity, which
benefits all market participants.
C2 does not believe that the proposed
fees structure for RUT will impose any
burden on intermarket competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
Indeed, the Exchange’s proposed fees
structure for RUT is intended to
increase competition in RUT. The
Exchange believes that its pricing
structure is competitive with, and better
than, the pricing structure for RUT at
other exchanges. For example, when
factoring in the lower Index License
Surcharge Fee at C2 (and indeed even
when not factoring in this difference in
some circumstances), the Exchange
believes that its RUT pricing is
preferable for market participants to that
offered at Arca.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
PO 00000
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57197
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 14 and paragraph (f) of Rule
19b–4 15 thereunder. At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission will institute proceedings
to determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
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–
C2–2013–033 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–C2–2013–033. 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
14 15
15 17
E:\FR\FM\17SEN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
17SEN1
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Federal Register / Vol. 78, No. 180 / Tuesday, September 17, 2013 / Notices
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–C2–
2013–033, and should be submitted on
or before October 8, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–22510 Filed 9–16–13; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–70373; File No. SR–
NYSEMKT–2013–73]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend Certain of Its
Rules Pertaining to the Trading of
Options in Order To Change the
Expiration Date for Most Option
Contracts to the Third Friday of the
Expiration Month Instead of the
Saturday Following the Third Friday
September 11, 2013.
tkelley on DSK3SPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 5, 2013, NYSE MKT LLC
(‘‘NYSE MKT’’ or ‘‘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 Exchange. 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 Substance of
the Proposed Rule Change
The Exchange proposes to amend
certain of its rules pertaining to the
trading of options in order to change the
expiration date for most option
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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17:05 Sep 16, 2013
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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
SECURITIES AND EXCHANGE
COMMISSION
16 17
contracts to the third Friday of the
expiration month instead of the
Saturday following the third Friday. 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.
1. Purpose
The Exchange proposes to amend
certain of its rules pertaining to the
trading of options in order to change the
expiration date for most option
contracts to the third Friday of the
expiration month instead of the
Saturday following the third Friday.
This proposed rule change is based on
a recent proposal of The Options
Clearing Corporation (‘‘OCC’’) and is
designed to conform the Exchange’s
rules to the changes implemented by the
OCC.3 As discussed in greater detail
below, during a transition period that
began on June 21, 2013, expiration
processing will be conducted on Friday,
although supplementary exercises could
still be submitted prior to the Saturday
expiration time. Saturday expirations
will be eliminated for all option
contracts expiring on or after February
1, 2015, with a limited exception for
certain ‘‘grandfathered’’ contracts.
Most option contracts (‘‘monthly
expiration contracts’’) currently expire
at the ‘‘expiration time’’ (11:59 p.m.
Eastern Time (‘‘ET’’)) on the Saturday
following the third Friday of the
specified expiration month (the
‘‘expiration date’’).4 As a result of this
proposed rule change, the expiration
date for monthly expiration contracts
3 See Securities Exchange Act Release No. 69772
(June 17, 2013), 78 FR 37645 (June 21, 2013) (SR–
OCC–2013–04).
4 See, e.g., the definition of ‘‘expiration time’’ in
Article I of the OCC By-Laws.
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would be changed to the third Friday of
the expiration month. The expiration
time would continue to be 11:59 p.m.
ET on the expiration date. The proposed
rule change would apply only to
monthly expiration contracts expiring
after February 1, 2015, and, in this
regard, the Exchange does not propose
to change the expiration date for any
outstanding option contract.
The proposed rule change would
apply only to series of option contracts
opened for trading after the effective
date of this proposed rule change and
having expiration dates later than
February 1, 2015. Option contracts
having non-monthly expiration dates
(‘‘non-monthly expiration contracts’’)
would be unaffected by this proposed
rule change except that flexibly
structured (‘‘FLEX’’) options having
expiration dates later than February 1,
2015 could not expire on a Saturday
unless they are specified by the OCC as
grandfathered. Non-monthly expiration
contracts are discussed further below.
In order to provide a smooth
transition to the proposed Friday
expiration, the Exchange, together with
other option exchanges and the OCC,
began moving the expiration exercise
procedures to Friday for all monthly
expiration contracts on June 21, 2013,
even though the contracts will continue
to expire on Saturday. After February 1,
2015, virtually all monthly expiration
contracts would actually expire on
Friday. The only monthly expiration
contracts that would expire on a
Saturday after February 1, 2015 would
be certain options that were listed prior
to the effectiveness of the OCC’s
proposal, and a limited number of
options that may be listed prior to
necessary systems changes of the
Exchange and the other options
exchanges, which are expected to be
completed in August 2013. The
Exchange, along with other option
exchanges, has agreed that, once these
systems changes are made, it will not
list any additional options with
Saturday expiration dates falling after
February 1, 2015.
Background
Saturday was established as the
monthly expiration date for OCCcleared options primarily in order to
allow sufficient time for processing of
option exercises, including correction of
errors, while the markets were closed
and positions remained fixed. However,
improvements in technology and long
experience have rendered Saturday
expiration processing inefficient.
Indeed, many non-monthly expiration
contracts are currently traded with
business day expiration dates. These
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Agencies
[Federal Register Volume 78, Number 180 (Tuesday, September 17, 2013)]
[Notices]
[Pages 57195-57198]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-22510]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70370; File No. SR-C2-2013-033]
Self-Regulatory Organizations; C2 Options Exchange, Incorporated;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
To Amend the Fees Schedule
September 11, 2013.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on August 30, 2013, C2 Options Exchange, Incorporated (the
``Exchange'' or ``C2'') filed with the Securities and Exchange
Commission (the ``Commission'') the proposed rule change as described
in Items I, II, and III below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\27\ 17 CFR 200.30-3(a)(12).
\1\ 15 U.S.C. 78s(b)(1).
\2\ 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 its Fees Schedule. The text of the
proposed rule change is available on the Exchange's Web site (https://www.c2exchange.com/Legal/), at the Exchange's Office of the Secretary,
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 Exchange 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 Exchange 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 proposes to amend its Fees Schedule. Specifically, the
Exchange proposes to adopt a set of fees for the Russell 2000 Index
(``RUT''), both for simple and complex orders (and to specify that the
current fees that apply to multiply-listed index, ETF and ETN options
classes do not apply to RUT). For simple, non-complex RUT orders, the
Exchange proposes to assess the following per-contract fees structure
(rebates in parentheses):
------------------------------------------------------------------------
Maker Taker fee
------------------------------------------------------------------------
Public Customer......................... ($.75)* $.80
C2 Market-Maker......................... .00 .80
All Other Origins (Professional .50 .80
Customer, Firm, Broker/Dealer, non-C2
Market-Maker, JBO, etc.)...............
Trades on the Open...................... .00 .00
------------------------------------------------------------------------
As with simple, non-complex orders in other multiply-listed index,
ETF and ETN options classes, rebates do not apply to orders that trade
with Public Customer complex orders. In such a circumstance, there will
be no fee or rebate (since Public Customer complex orders also receive
rebates pursuant to the proposed changes). The Exchange believes that
providing a rebate for Public Customer Maker orders, and assessing no
fee for Market-Maker Maker orders, will incentivize the entry of such
orders (which will provide more trading opportunities for all market
participants wishing to Take such orders). Further, market participants
often prefer to trade against Public Customer orders, and providing a
rebate for Public Customer Maker orders will encourage Public Customers
to enter such orders, giving other market participants more
opportunities to Take these preferable orders. The Exchange's proposed
Taker fee is intended to be competitive with other exchanges, which
assess higher Taker fees for RUT,\3\ and which also assess a higher RUT
License Surcharge fee than the amount the Exchange proposes to assess
herein.\4\
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\3\ See NYSE Arca, Inc. (``Arca'') Fee Schedule, Section titled
``Trade-Related Charges for Standard Options'', Transaction Fee
table describing Electronic Executions in Non Penny Pilot Issues.
\4\ See Arca Fee Schedule, Royalty Fees table.
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For complex orders in RUT, the Exchange proposes to assess the
following per-contract fees structure (rebates in parentheses):
------------------------------------------------------------------------
Maker fee/ Taker fee/
(Rebate) (Rebate)
------------------------------------------------------------------------
Public Customer......................... ($.75)* ($.75)*
C2 Market-Maker......................... .85 .85
All Other Origins (Professional .85 .85
Customer, Firm, Broker/Dealer, non-C2
Market-Maker, JBO, etc.)...............
Trades on the Open...................... .00 .00
------------------------------------------------------------------------
As with complex orders in other multiply-listed index, ETF and ETN
options classes, a rebate will only apply to Public Customer complex
orders that trade with non-Public Customer complex orders. In other
circumstances, there will be no Maker or Taker fee or rebate. The
Exchange believes that providing a rebate for Public Customer orders
will incentivize Public Customers to execute such orders (which will
provide more trading opportunities for all market participants wishing
to trade with such orders). Further, market participants often prefer
to trade against Public Customer orders, and providing a rebate for
Public Customer orders will encourage Public
[[Page 57196]]
Customers to effect such orders, giving other market participants more
opportunities to trade with these preferable orders. The Exchange's
proposed Taker fee is intended to be competitive with other exchanges,
which assess higher similar fees for RUT,\5\ and which also assess a
higher RUT License Surcharge fee than the amount the Exchange proposes
to assess herein.\6\
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\5\ See Arca Fee Schedule, Section titled ``Electronic Complex
Order Executions''. Note that RUT is a Non-Penny Pilot Issue.
\6\ See Arca Fee Schedule, Royalty Fees table.
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As with both simple and complex orders in other multiply-listed
index, ETF and ETN options classes, the Exchange proposes to not assess
any fee for RUT Trades on the Open (either simple or complex).
The Exchange also proposes to adopt a $0.30 per contract RUT Index
License Surcharge Fee that will apply to all non-Public Customer
transactions. The RUT Index License Surcharge Fee charged by the
Exchange reflects the pass-through charges associated with the
licensing of RUT. The proposed amount of the Index License Surcharge
Fee for RUT of $0.30 per contract is a reflection of the cost the
Exchange has incurred in securing a license agreement from the index
provider. Absent the license agreement, the Exchange and its
participants would be unable to trade RUT options and would lose the
ability to hedge small cap securities with a large notional value,
European-style cash-settled index option. Other exchanges assess a
higher RUT surcharge fee than the Exchange.\7\ The Exchange proposes to
exempt Public Customers from this fee because the Exchange believes
that this will incentivize Public Customers to send RUT orders to the
Exchange, and because other market participants prefer to trade with
Public Customers. Therefore, this should provide increased volume and
greater liquidity (benefitting all market participants), and more
trading opportunities for these other market participants to trade with
these Public Customer orders with which they prefer trading.
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\7\ See SR-NYSEMKT-2013-65, which increased the NYSE MKT LLC
(``AMEX'') Royalty Fee for RUT from $0.15 per contract to $0.40 per
contract.
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The proposed changes are to take effect on September 3, 2013.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act and the rules and regulations thereunder applicable to the
Exchange and, in particular, the requirements of Section 6(b) of the
Act.\8\ Specifically, the Exchange believes the proposed rule change is
consistent with Section 6(b)(4) of the Act,\9\ which requires that
Exchange rules provide for the equitable allocation of reasonable dues,
fees, and other charges among its Trading Permit Holders and other
persons using its facilities.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that the proposed Maker fees for RUT simple
orders are reasonable because Public Customers will be able to receive
a rebate instead of paying a fee, C2 Market-Makers will be able to
avoid paying a fee, and orders from all other origins will be assessed
a fee amount that is within the Exchange's normal range of fees, and is
the same as the amount assessed by other exchanges.\10\ The Exchange
believes it is equitable and not unfairly discriminatory to provide a
rebate to Public Customers because the Exchange believes that this will
incentivize Public Customers to send RUT orders to the Exchange, and
because other market participants prefer to trade with Public
Customers. Therefore, this should provide increased volume and greater
liquidity (benefitting all market participants), and more trading
opportunities for these other market participants to trade with these
Public Customer orders with which they prefer trading. Further, there
is a history within the options industry of providing preferential
pricing for Public Customers, and this fact is evidenced in the fee
schedules of many options exchanges, (including C2). The Exchange
believes that assessing no fee for C2 Market-Maker RUT Maker orders is
equitable and not unfairly discriminatory because this will incentivize
C2 Market-Makers to execute RUT orders on the Exchange, thereby
providing increased volume and greater liquidity, which benefits all
market participants. Further, C2 Market-Makers undertake certain
obligations, such as quoting obligations, that other market
participants do not have. The Exchange believes that it is reasonable,
equitable and not unfairly discriminatory to apply to simple Public
Customer Maker RUT orders the clause that states that ``rebates do not
apply to orders that trade with Public Customer complex orders. In such
a circumstance, there will be no fee or rebate'' because these Public
Customer orders will still not be assessed a fee, and because it would
not be economically viable to provide a rebate on both sides of an
order when no fee is being collected. Further, this clause applies to
simple Public Customer Maker orders in all other multiply-listed index,
ETF and ETN options classes. The Exchange believes that the proposed
Taker fees for RUT simple orders are reasonable, equitable and not
unfairly discriminatory because they are lower than those assessed by
other exchanges \11\ and because they are equivalent for all market
participants.
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\10\ See Arca Fee Schedule, Section titled ``Trade-Related
Charges for Standard Options'', Transaction Fee table describing
Electronic Executions in Non Penny Pilot Issues, which shows that
Firms and Broker-Dealers are assessed a $0.50 Maker fee for RUT
transactions.
\11\ See Arca Fee Schedule, Section titled ``Trade-Related
Charges for Standard Options'', Transaction Fee table describing
Electronic Executions in Non Penny Pilot Issues.
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The Exchange believes that its proposed rebates for Public Customer
complex RUT orders are reasonable because they will allow Public
Customer to receive a rebate for such orders instead of paying a fee.
The Exchange believes that it is reasonable, equitable and not unfairly
discriminatory to apply to complex Public Customer RUT orders the
clause that states that ``a rebate will only apply to Public Customer
complex orders that trade with non-Public Customer complex orders. In
other circumstances, there will be no Maker or Taker fee or rebate''
because these Public Customer orders will still not be assessed a fee,
and this would prevent a situation in which a rebate would be given on
both sides of an order when a fee is not assessed (such situations not
being economically viable). Further, this clause applies to complex
Public Customer orders in all other multiply-listed index, ETF and ETN
options classes. The Exchange believes that its proposed fees for
complex RUT orders originating from all other origins (including C2
Market-Makers) are reasonable because they are the same amount of the
fees assessed for complex RUT transactions to similar market
participants at other exchanges.\12\ The Exchange believes that these
fees are equitable and not unfairly discriminatory because they will be
applied equally to all market participants who qualify for such fees.
The Exchange believes that it is equitable and not unfairly
discriminatory to provide rebates for complex Public Customer RUT
orders because the Exchange believes that this will incentivize Public
Customers to execute RUT orders to the Exchange, and because other
market participants prefer to trade with Public Customers. Therefore,
this should provide increased volume and greater liquidity (benefitting
[[Page 57197]]
all market participants), and more trading opportunities for these
other market participants to trade with these Public Customer orders
with which they prefer trading. Further, there is a history within the
options industry of providing preferential pricing for Public
Customers, and this fact is evidenced in the fee schedules of many
options exchanges, (including C2).
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\12\ See Arca Fee Schedule, Section titled ``Electronic Complex
Order Executions''. Note that RUT is a Non-Penny Pilot Issue.
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The Exchange believes that it is reasonable to assess no fees for
RUT Trades on the Open because this will allow all market participants
to avoid paying fees for such trades. The Exchange believes that this
is equitable and not unfairly discriminatory because it will apply to
all market participants, and because the Exchange currently does not
assess fees for Trades on the Open for other multiply-listed index, ETF
and ETN options.
The Exchange believes that the proposed RUT Index License Surcharge
Fee is reasonable because Surcharge Fees charged by the Exchange
reflect the pass-through charges associated with the licensing of
certain products, including RUT. The proposed amount is therefore a
direct result of the amount of the licensing fee charged to the
Exchange by the index provider and the owner of the intellectual
property associated with the index. This amount is equitable and not
unfairly discriminatory because it will be assessed to all market
participants to whom the RUT Surcharge Fee applies. Also, other
exchanges have recently increased their RUT surcharge fees to an even
greater amount than the Exchange's proposed amount.\13\ The Exchange
believes that it is equitable and not unfairly discriminatory to exempt
Public Customers from this fee because the Exchange believes that this
will incentivize Public Customers to send RUT orders to the Exchange,
and because other market participants prefer to trade with Public
Customers. Therefore, this should provide increased volume and greater
liquidity (benefitting all market participants), and more trading
opportunities for these other market participants to trade with these
Public Customer orders with which they prefer trading. Further, there
is a history within the options industry of providing preferential
pricing for Public Customers, and this fact is evidenced in the fee
schedules of many options exchanges, (including C2).
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\13\ See SR-NYSEMKT-2013-65, which increased the AMEX Royalty
Fee for RUT from $0.15 per contract to $0.40 per contract.
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B. Self-Regulatory Organization's Statement on Burden on Competition
C2 does not believe that the proposed fees structure for RUT will
impose any burden on intramarket competition that is not necessary or
appropriate in furtherance of the purposes of the Act. While there are
circumstances wherein a Public Customer receives a rebate (or, in the
case of the Index License Surcharge Fee, is exempt from such fee), the
Exchange believes that this will incentivize Public Customers to
execute RUT orders to the Exchange, and other market participants
prefer to trade with Public Customers. Therefore, these rebates should
provide increased volume and greater liquidity (benefitting all market
participants), and more trading opportunities for these other market
participants to trade with these Public Customer orders with which they
prefer trading. Further, there is a history within the options industry
of providing preferential pricing for Public Customers, and this fact
is evidenced in the fee schedules of many options exchanges, (including
C2). While there is also a place within the proposed RUT fees structure
in which C2 Market-Makers are not assessed a fee while other market
participants are, C2 Market-Makers must undertake certain obligations,
such as quoting obligations, that other market participants may not
have. Further, the Exchange believes that this will incentivize C2
Market-Makers to execute RUT orders on the Exchange, thereby providing
increased volume and greater liquidity, which benefits all market
participants.
C2 does not believe that the proposed fees structure for RUT will
impose any burden on intermarket competition that is not necessary or
appropriate in furtherance of the purposes of the Act. Indeed, the
Exchange's proposed fees structure for RUT is intended to increase
competition in RUT. The Exchange believes that its pricing structure is
competitive with, and better than, the pricing structure for RUT at
other exchanges. For example, when factoring in the lower Index License
Surcharge Fee at C2 (and indeed even when not factoring in this
difference in some circumstances), the Exchange believes that its RUT
pricing is preferable for market participants to that offered at Arca.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \14\ and paragraph (f) of Rule 19b-4 \15\
thereunder. At any time within 60 days of the filing of the proposed
rule change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission will institute proceedings to
determine whether the proposed rule change should be approved or
disapproved.
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-C2-2013-033 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-C2-2013-033. 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
[[Page 57198]]
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-C2-2013-033, and should be
submitted on or before October 8, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-22510 Filed 9-16-13; 8:45 am]
BILLING CODE 8011-01-P