Self-Regulatory Organizations; the NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Make Minor Modifications To Pricing Incentive Programs Under NASDAQ's Schedule of Fees and Credits Applicable To Trading on the NASDAQ Options Market, 59740-59743 [2013-23539]
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59740
Federal Register / Vol. 78, No. 188 / Friday, September 27, 2013 / Notices
market is not open the entire trading
day will result in an effective reduction
of fees or increase in rebates such that
the total cost of trading on PHLX should
decline. This is evidence that a
proposed rule change is pro-competitive
rather than anti-competitive.
pmangrum on DSK3VPTVN1PROD with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
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, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 11 and
subparagraph (f)(6) of Rule 19b–4
thereunder.12
A proposed rule change filed under
Rule 19b–4(f)(6) 13 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),14 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest. Waiver
will allow the Exchange to immediately
implement the proposed change,
thereby reducing the potential for
confusion among member organizations
and the public about how the Exchange
will calculate thresholds related to
billing for activity on the Exchange
during August 2013. Therefore, the
Commission hereby waives the 30-day
operative delay and designates the
proposal operative upon filing.15
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
11 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
13 17 CFR 240.19b–4(f)(6).
14 17 CFR 240.19b–4(f)(6)(iii).
15 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).
12 17
VerDate Mar<15>2010
14:21 Sep 26, 2013
Jkt 229001
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 shall institute proceedings
under Section 19(b)(2)(B) 16 of the Act 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–
PHLX–2013–93 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–PHLX–2013–93. 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 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 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–PHLX–
2013–93, and should be submitted on or
before October 18, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–23540 Filed 9–26–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70470; File No. SR–
NASDAQ–2013–117]
Self-Regulatory Organizations; the
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Make Minor
Modifications To Pricing Incentive
Programs Under NASDAQ’s Schedule
of Fees and Credits Applicable To
Trading on the NASDAQ Options
Market
September 23, 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
September 9, 2013, The NASDAQ Stock
Market LLC (‘‘NASDAQ’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) a 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 the Substance
of the Proposed Rule Change
NASDAQ is proposing to make minor
modifications to pricing incentive
programs under NASDAQ’s schedule of
fees and credits applicable to trading on
the NASDAQ Options Market (‘‘NOM’’).
Specifically, NASDAQ is proposing to
exclude from volume-based pricing
calculations any trading day on which
NOM is closed for trading due to early
closing or a market-wide trading halt.
This exclusion exists today for the
17 17
16 15
PO 00000
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
U.S.C. 78s(b)(2)(B).
Frm 00094
Fmt 4703
1 15
Sfmt 4703
E:\FR\FM\27SEN1.SGM
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Federal Register / Vol. 78, No. 188 / Friday, September 27, 2013 / Notices
trading of [sic] on NASDAQ’s equities
trading facility.3
The text of the proposed rule change
is available at https://
nasdaq.cchwallstreet.com, at
NASDAQ’s principal office, 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,
NASDAQ 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.
Tier 1 ..........
Tier 2 ..........
Tier 3 ..........
Tier 4 ..........
Tier 5 ..........
Tier 6 ..........
Tier 7 ..........
Tier 8 ..........
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NASDAQ Options Rule Chapter XV,
Section 2 contains a number of pricing
incentive programs that are designed to
encourage member participation in
NOM by increasing rebates or reducing
fees for firms that trade on NOM in
increasingly higher volumes.
NASDAQ has determined for
purposes of calculating Monthly
Volume Tiers under Chapter XV,
Section 2, any day that the market is not
open for the entire trading day should
be excluded from such calculation. This
formulation would exclude, for
example, days on which the market
closes early for holiday observances. It
would also exclude days where NOM
declares a trading halt in all securities
correspondingly lower, but the
denominator for the threshold
calculations (e.g., the number of trading
days) would not be decreased. This
would result in an effective cost
increase.
Monthly
volume
Tier 1 ............
Tier 2 ............
Tier 3 ............
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Tier 4 ............
$0.25
$0.40
$0.43
$0.45
$0.42
$0.45
$0.47
$0.48
The proposed rule change would also
apply to the monthly volume tiers NOM
uses to determine the Rebate to Add
Liquidity:
Rebate to add liquidity
Participant adds NOM Market Maker liquidity in Penny Pilot
Options of up to 39,999 contracts per day in a month.
Participant adds NOM Market Maker liquidity in Penny Pilot
Options of 40,000 to 69,999 contracts per day in a month.
Participant adds NOM Market Maker liquidity in Penny Pilot
Options of 70,000 to 99,999 contracts per day in a month.
Participant adds NOM Market Maker liquidity in Penny Pilot
Options of 100,000 or more contracts per day in a month.
3 NASDAQ is not proposing to exclude trading on
the day of the Russell Reconstitution from the
calculation of volume-based pricing for the trading
VerDate Mar<15>2010
or honors a market-wide halt initiated
by another market. This would apply to
the market-wide trading halt of
approximately three hours on August
22, 2013, which NOM plans to exclude
from Monthly Volume Tiers for the
month of August.
The proposed rule change will
impacted [sic] billing rates for all eight
Monthly Volume Tiers by which NOM
determines the rebate per share for firms
that add Customer and/or Professional
liquidity based on increasing
percentages of total industry customer
equity and ETF option average daily
volume (‘‘ADV’’) contracts per day in a
month (Tiers 1 through 4). It would also
apply to the calculation of Average
Daily Volume for a specific member
(Tiers 5 through 8). The rebates range
from $0.25 to $0.48 per contract:
Participant adds Customer and/or Professional liquidity of up to 0.20% of total industry customer equity
and ETF option average daily volume (‘‘ADV’’) contracts per day in a month.
Participant adds Customer and/or Professional liquidity of 0.21% to 0.30% of total industry customer equity and ETF option ADV contracts per day in a month.
Participant adds Customer and/or Professional liquidity of 0.31% to 0.49% of total industry customer equity and ETF option ADV contracts per day in a month.
Participant adds Customer and/or Professional liquidity of 0.5% or more of total industry customer equity
and ETF option ADV contracts per day in a month.
Participant adds (1) Customer and/or Professional liquidity of 25,000 or more contracts per day in a month,
(2) the Participant has certified for the Investor Support Program set forth in Rule 7014, and (3) the Participant executed at least one order on NASDAQ’s equity market.
Participant has Total Volume of 115,000 or more contracts per day in a month, of which 25,000 or more
contracts per day in a month must be Customer and/or Professional liquidity.
Participant has Total Volume of 150,000 or more contracts per day in a month, of which 50,000 or more
contracts per day in a month must be Customer and/or Professional liquidity.
Participant (1) has Total Volume of 325,000 or more contracts per day in a month, or (2) Participant has
Total Volume of 200,000 or more contracts per day in a month, of which 70,000 or more contracts per
day in a month must be Customer and/or Professional liquidity or (3) adds Customer and/or Professional
liquidity of 1.00% or more of national customer volume in multiply-listed equity and ETF options classes in a month.
If the Exchange did not exclude aberrant
low volume days when calculating ADV
for the month, as a result of the
decreased trading volume, the
numerator for the calculation (e.g.,
trading volume) would be
59741
14:21 Sep 26, 2013
Jkt 229001
$0.25.
$0.30.
$0.32.
$0.32 or $0.38 in the following symbols BAC, GLD, IWM, QQQ
and VXX or $0.40 in SPY.
of options. The Russell Reconstitution has little or
no impact on options trading because the options
market does not operate a closing cross such as
PO 00000
Frm 00095
Fmt 4703
Sfmt 4703
occurs on the equities market. Thus, there is little
or no impact on the volume of options trades.
E:\FR\FM\27SEN1.SGM
27SEN1
59742
Federal Register / Vol. 78, No. 188 / Friday, September 27, 2013 / Notices
The proposal does not apply to other
transaction fees or rebates in Section 2,
or to other fees on the pricing schedule
outside of Section 2.
Absent the authority to exclude days
that the market is not open for the entire
trading day, members will experience
an effective increase in fees or decrease
in rebates. The artificially low volumes
of trading on such days reduce the
average daily activity of NOM members
both daily and monthly. Accordingly,
excluding such days from the monthly
calculation will diminish the likelihood
of an effective increase in the cost of
trading on NOM, a result that is
unintended and undesirable to NOM
and to NOM members.
pmangrum on DSK3VPTVN1PROD with NOTICES
2. Statutory Basis
NASDAQ believes that the proposed
rule change is consistent with the
provisions of Section 6 of the Act,4 in
general, and with Sections 6(b)(4) and
6(b)(5) of the Act,5 in particular, in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and issuers and
other persons using any facility or
system which NASDAQ operates or
controls, and is not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
NASDAQ believes that the proposed
change to eliminate from the calculation
days on which the market is not open
the entire trading day is reasonable
because it preserves NASDAQ’s full
intent behind adopting volume-based
pricing. The proposed change is
equitable and non-discriminatory
because it applies equally to all
members and to all volume tiers. In the
event that NASDAQ identifies a
disparate impact on one or another
volume tier in the future, NASDAQ may
determine to modify that volume tier via
an additional proposed rule change.
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, the proposed rule
change should not impact competition
because it merely preserves the full
intent of NASDAQ’s already-filed
prices. Moreover, the proposed rule
change regarding days on which the
market is not open the entire trading
day will result in an effective reduction
of fees or increase in rebates such that
the total cost of trading on NOM should
decline. This is evidence that a
proposed rule change is pro-competitive
rather than anti-competitive.
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
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, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 6 and
subparagraph (f)(6) of Rule 19b–4
thereunder.7
A proposed rule change filed under
Rule 19b–4(f)(6) 8 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),9 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay so that
the proposal may become operative
immediately upon filing.
The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest.
6 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
8 17 CFR 240.19b–4(f)(6).
9 17 CFR 240.19b–4(f)(6)(iii).
7 17
4 15
5 15
U.S.C. 78f.
U.S.C. 78f(b)(4) and (5).
VerDate Mar<15>2010
14:21 Sep 26, 2013
Jkt 229001
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
NASDAQ wishes to exclude August 22,
2013, from the calculation of volumebased pricing for August of 2013.
Waiver will allow the Exchange to
immediately implement the proposed
rule change, thereby reducing the
potential for confusion among member
organizations and the public about how
the Exchange will calculate volumebased pricing for August of 2013.
Therefore, the Commission hereby
waives the 30-day operative delay and
designates the proposal operative upon
filing.10
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 11 of the Act 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–
NASDAQ–2013–117 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–2013–117. 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
10 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).
11 15 U.S.C. 78s(b)(2)(B).
E:\FR\FM\27SEN1.SGM
27SEN1
Federal Register / Vol. 78, No. 188 / Friday, September 27, 2013 / Notices
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 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–2013–117, and should be
submitted on or before October 18,
2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–23539 Filed 9–26–13; 8:45 am]
BILLING CODE P
DEPARTMENT OF STATE
[Public Notice 8486]
Bureau of Consular Affairs;
Registration for the Diversity
Immigrant (DV–2015) Visa Program
Department of State.
Notice.
AGENCY:
ACTION:
This public notice provides
information on how to apply for the
DV–2015 Program and is issued
pursuant to 22 CFR 42.33(b)(3),
implementing sections 201(a)(3), 201(e),
203(c), and 204(a)(1)(I) of the
Immigration and Nationality Act, as
amended, (8 U.S.C. 1151, 1153, and
1154(a)(1)(I)).
SUMMARY:
pmangrum on DSK3VPTVN1PROD with NOTICES
Instructions for the 2015 Diversity
Immigrant Visa Program (DV–2015)
Program Overview
The congressionally mandated
Diversity Immigrant Visa Program is
administered annually by the
Department of State. Section 203(c) of
the Immigration and Nationality Act
(INA) provides for a class of immigrants
12 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
14:21 Sep 26, 2013
Jkt 229001
known as ‘‘diversity immigrants,’’ from
countries with historically low rates of
immigration to the United States. For
fiscal year 2015, 50,000 diversity visas
(DVs) will be available. There is no cost
to register for the DV Program.
Applicants who are selected in the
lottery (‘‘selectees’’) must meet simple,
but strict, eligibility requirements in
order to qualify for a diversity visa.
Selectees are chosen through a
randomized computer drawing.
Diversity visas are distributed among six
geographic regions and no single
country may receive more than seven
percent of the available DVs in any one
year.
For DV–2015, natives of the following
countries are not eligible to apply,
because more than 50,000 natives of
these countries immigrated to the
United States in the previous five years:
BANGLADESH, BRAZIL, CANADA,
CHINA (mainland-born), COLOMBIA,
DOMINICAN REPUBLIC, ECUADOR, EL
SALVADOR, HAITI, INDIA, JAMAICA,
MEXICO, NIGERIA, PAKISTAN, PERU,
PHILIPPINES, SOUTH KOREA, UNITED
KINGDOM (except Northern Ireland)
and its dependent territories, and
VIETNAM.
Persons born in Hong Kong SAR,
Macau SAR and Taiwan are eligible.
Changes in eligibility this year: For
DV–2015, natives of Nigeria are no
longer eligible.
Eligibility
Requirement #1: Individuals born in
countries (listed below) whose natives
qualify may be eligible to enter.
If you were not born in an eligible
country, there are two other ways you
might be able to qualify.
• Was your spouse born in a country
whose natives are eligible? If yes, you
can claim your spouse’s country of
birth—provided that both you and your
spouse are named on the selected entry,
are issued diversity visas, and enter the
United States simultaneously.
• Were you born in a country whose
natives are ineligible, but in which
neither of your parents was born or
legally resident at the time of your
birth? If yes, you may claim nativity in
one of your parents’ countries of birth
if it is a country whose natives are
eligible for the DV–2015 program. For
more details on what this means, see the
Frequently Asked Questions.
Requirement #2: In addition, to meet
the education/work experience
requirement of the DV program, you
must have either:
• A high school education or its
equivalent, defined as successful
completion of a 12-year course of
elementary and secondary education;
PO 00000
Frm 00097
Fmt 4703
Sfmt 4703
59743
or
• Two years of work experience
within the past five years in an
occupation requiring at least two years
of training or experience to perform.
The U.S. Department of Labor’s O*Net
Online database will be used to
determine qualifying work experience.
For more information about qualifying
work experience for the principal DV
applicant, see the Frequently Asked
Questions.
Do not submit an entry to the DV
program unless you meet both of these
requirements.
Entry Period
Entries for the DV–2015 DV program
must be submitted electronically at
www.dvlottery.state.gov between noon,
Eastern Daylight Time (EDT) (GMT–4),
Tuesday, October 1, 2013, and noon,
Eastern Daylight Time (EDT) (GMT–4),
Saturday, November 2, 2013. Do not
wait until the last week of the
registration period to enter, as heavy
demand may result in Web site delays.
No late entries or paper entries will be
accepted. The law allows only one entry
by or for each person during each
registration period. The Department of
State uses sophisticated technology to
detect multiple entries. If you submit
more than one entry you will be
disqualified.
Completing Your Electronic Entry for
the DV–2014 Program
Submit your Electronic Diversity Visa
Entry Form (E–DV Entry Form or DS–
5501), online at www.dvlottery.state.gov.
Incomplete entries will be disqualified.
There is no cost to register for the DV
Program.
You are strongly encouraged to
complete the entry form yourself,
without a ‘‘Visa Consultant,’’ ‘‘Visa
Agent,’’ or other facilitator who offers to
help. If somebody else helps you, you
should be present when your entry is
prepared so that you can provide the
correct answers to the questions and
retain the confirmation page and your
unique confirmation number. It is
extremely important that you retain
your confirmation page and unique
confirmation number. Without this
information, you will not be able to
access the online system that will
inform you of the status of your entry.
Think carefully if someone else offers to
keep this information for you. See the
Frequently Asked Questions for more
information about Diversity Visa scams.
After you submit a complete entry,
you will see a confirmation screen
containing your name and a unique
confirmation number. Print this
confirmation screen for your records.
E:\FR\FM\27SEN1.SGM
27SEN1
Agencies
[Federal Register Volume 78, Number 188 (Friday, September 27, 2013)]
[Notices]
[Pages 59740-59743]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-23539]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70470; File No. SR-NASDAQ-2013-117]
Self-Regulatory Organizations; the NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Make Minor Modifications To Pricing Incentive Programs Under NASDAQ's
Schedule of Fees and Credits Applicable To Trading on the NASDAQ
Options Market
September 23, 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 September 9, 2013, The NASDAQ Stock Market LLC (``NASDAQ'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') a 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.
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\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
NASDAQ is proposing to make minor modifications to pricing
incentive programs under NASDAQ's schedule of fees and credits
applicable to trading on the NASDAQ Options Market (``NOM'').
Specifically, NASDAQ is proposing to exclude from volume-based pricing
calculations any trading day on which NOM is closed for trading due to
early closing or a market-wide trading halt. This exclusion exists
today for the
[[Page 59741]]
trading of [sic] on NASDAQ's equities trading facility.\3\
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\3\ NASDAQ is not proposing to exclude trading on the day of the
Russell Reconstitution from the calculation of volume-based pricing
for the trading of options. The Russell Reconstitution has little or
no impact on options trading because the options market does not
operate a closing cross such as occurs on the equities market. Thus,
there is little or no impact on the volume of options trades.
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The text of the proposed rule change is available at https://nasdaq.cchwallstreet.com, at NASDAQ's principal office, 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, NASDAQ 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
NASDAQ Options Rule Chapter XV, Section 2 contains a number of
pricing incentive programs that are designed to encourage member
participation in NOM by increasing rebates or reducing fees for firms
that trade on NOM in increasingly higher volumes.
NASDAQ has determined for purposes of calculating Monthly Volume
Tiers under Chapter XV, Section 2, any day that the market is not open
for the entire trading day should be excluded from such calculation.
This formulation would exclude, for example, days on which the market
closes early for holiday observances. It would also exclude days where
NOM declares a trading halt in all securities or honors a market-wide
halt initiated by another market. This would apply to the market-wide
trading halt of approximately three hours on August 22, 2013, which NOM
plans to exclude from Monthly Volume Tiers for the month of August.
The proposed rule change will impacted [sic] billing rates for all
eight Monthly Volume Tiers by which NOM determines the rebate per share
for firms that add Customer and/or Professional liquidity based on
increasing percentages of total industry customer equity and ETF option
average daily volume (``ADV'') contracts per day in a month (Tiers 1
through 4). It would also apply to the calculation of Average Daily
Volume for a specific member (Tiers 5 through 8). The rebates range
from $0.25 to $0.48 per contract:
Tier 1................... Participant adds Customer and/ $0.25
or Professional liquidity of
up to 0.20% of total
industry customer equity and
ETF option average daily
volume (``ADV'') contracts
per day in a month.
Tier 2................... Participant adds Customer and/ $0.40
or Professional liquidity of
0.21% to 0.30% of total
industry customer equity and
ETF option ADV contracts per
day in a month.
Tier 3................... Participant adds Customer and/ $0.43
or Professional liquidity of
0.31% to 0.49% of total
industry customer equity and
ETF option ADV contracts per
day in a month.
Tier 4................... Participant adds Customer and/ $0.45
or Professional liquidity of
0.5% or more of total
industry customer equity and
ETF option ADV contracts per
day in a month.
Tier 5................... Participant adds (1) Customer $0.42
and/or Professional
liquidity of 25,000 or more
contracts per day in a
month, (2) the Participant
has certified for the
Investor Support Program set
forth in Rule 7014, and (3)
the Participant executed at
least one order on NASDAQ's
equity market.
Tier 6................... Participant has Total Volume $0.45
of 115,000 or more contracts
per day in a month, of which
25,000 or more contracts per
day in a month must be
Customer and/or Professional
liquidity.
Tier 7................... Participant has Total Volume $0.47
of 150,000 or more contracts
per day in a month, of which
50,000 or more contracts per
day in a month must be
Customer and/or Professional
liquidity.
Tier 8................... Participant (1) has Total $0.48
Volume of 325,000 or more
contracts per day in a
month, or (2) Participant
has Total Volume of 200,000
or more contracts per day in
a month, of which 70,000 or
more contracts per day in a
month must be Customer and/
or Professional liquidity or
(3) adds Customer and/or
Professional liquidity of
1.00% or more of national
customer volume in multiply-
listed equity and ETF
options classes in a month.
If the Exchange did not exclude aberrant low volume days when
calculating ADV for the month, as a result of the decreased trading
volume, the numerator for the calculation (e.g., trading volume) would
be correspondingly lower, but the denominator for the threshold
calculations (e.g., the number of trading days) would not be decreased.
This would result in an effective cost increase.
The proposed rule change would also apply to the monthly volume
tiers NOM uses to determine the Rebate to Add Liquidity:
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Monthly volume Rebate to add liquidity
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Tier 1.............. Participant adds NOM $0.25.
Market Maker liquidity
in Penny Pilot Options
of up to 39,999
contracts per day in a
month.
Tier 2.............. Participant adds NOM $0.30.
Market Maker liquidity
in Penny Pilot Options
of 40,000 to 69,999
contracts per day in a
month.
Tier 3.............. Participant adds NOM $0.32.
Market Maker liquidity
in Penny Pilot Options
of 70,000 to 99,999
contracts per day in a
month.
Tier 4.............. Participant adds NOM $0.32 or $0.38 in the
Market Maker liquidity following symbols BAC,
in Penny Pilot Options GLD, IWM, QQQ and VXX
of 100,000 or more or $0.40 in SPY.
contracts per day in a
month.
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[[Page 59742]]
The proposal does not apply to other transaction fees or rebates in
Section 2, or to other fees on the pricing schedule outside of Section
2.
Absent the authority to exclude days that the market is not open
for the entire trading day, members will experience an effective
increase in fees or decrease in rebates. The artificially low volumes
of trading on such days reduce the average daily activity of NOM
members both daily and monthly. Accordingly, excluding such days from
the monthly calculation will diminish the likelihood of an effective
increase in the cost of trading on NOM, a result that is unintended and
undesirable to NOM and to NOM members.
2. Statutory Basis
NASDAQ believes that the proposed rule change is consistent with
the provisions of Section 6 of the Act,\4\ in general, and with
Sections 6(b)(4) and 6(b)(5) of the Act,\5\ in particular, in that it
provides for the equitable allocation of reasonable dues, fees and
other charges among members and issuers and other persons using any
facility or system which NASDAQ operates or controls, and is not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
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\4\ 15 U.S.C. 78f.
\5\ 15 U.S.C. 78f(b)(4) and (5).
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NASDAQ believes that the proposed change to eliminate from the
calculation days on which the market is not open the entire trading day
is reasonable because it preserves NASDAQ's full intent behind adopting
volume-based pricing. The proposed change is equitable and non-
discriminatory because it applies equally to all members and to all
volume tiers. In the event that NASDAQ identifies a disparate impact on
one or another volume tier in the future, NASDAQ may determine to
modify that volume tier via an additional proposed rule change.
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, the proposed rule change should not impact
competition because it merely preserves the full intent of NASDAQ's
already-filed prices. Moreover, the proposed rule change regarding days
on which the market is not open the entire trading day will result in
an effective reduction of fees or increase in rebates such that the
total cost of trading on NOM should decline. This is evidence that a
proposed rule change is pro-competitive rather than anti-competitive.
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
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, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \6\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\7\
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\6\ 15 U.S.C. 78s(b)(3)(A).
\7\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) \8\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b-4(f)(6)(iii),\9\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing.
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\8\ 17 CFR 240.19b-4(f)(6).
\9\ 17 CFR 240.19b-4(f)(6)(iii).
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The Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public interest.
NASDAQ wishes to exclude August 22, 2013, from the calculation of
volume-based pricing for August of 2013. Waiver will allow the Exchange
to immediately implement the proposed rule change, thereby reducing the
potential for confusion among member organizations and the public about
how the Exchange will calculate volume-based pricing for August of
2013. Therefore, the Commission hereby waives the 30-day operative
delay and designates the proposal operative upon filing.\10\
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\10\ 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 such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \11\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\11\ 15 U.S.C. 78s(b)(2)(B).
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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-NASDAQ-2013-117 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-2013-117. 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
[[Page 59743]]
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 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-2013-117, and should
be submitted on or before October 18, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-23539 Filed 9-26-13; 8:45 am]
BILLING CODE P