Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the NASDAQ Listing Standards Related to Compliance Determinations for Market Value of Listed Securities and Market Value of Publicly-Held Shares Deficiencies, 61408-61411 [2013-24156]
Download as PDF
61408
Federal Register / Vol. 78, No. 192 / Thursday, October 3, 2013 / Notices
by searching for the file number, or for
an applicant using the Company name
box, at https://www.sec.gov/search/
search.htm or by calling (202) 551–
8090. An order granting each
application will be issued unless the
SEC orders a hearing. Interested persons
may request a hearing on any
application by writing to the SEC’s
Secretary at the address below and
serving the relevant applicant with a
copy of the request, personally or by
mail. Hearing requests should be
received by the SEC by 5:30 p.m. on
October 22, 2013, and should be
accompanied by proof of service on the
applicant, in the form of an affidavit or,
for lawyers, a certificate of service.
Hearing requests should state the nature
of the writer’s interest, the reason for the
request, and the issues contested.
Persons who wish to be notified of a
hearing may request notification by
writing to the Secretary, U.S. Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
For Further Information Contact:
Diane L. Titus at (202) 551–6810, SEC,
Division of Investment Management,
Exemptive Applications Office, 100 F
Street NE., Washington, DC 20549–
8010.
Claymore China Strategy Fund
[File No. 811–22124]
Summary: Applicant, a closed-end
investment company, seeks an order
declaring that it has ceased to be an
investment company. Applicant has
never made a public offering of its
securities and does not propose to
engage in any business activity other
than those necessary for winding up it
affairs.
Filing Date: The application was filed
on September 17, 2013.
Applicant’s Address: 2455 Corporate
West Drive, Lisle, IL 60532.
tkelley on DSK3SPTVN1PROD with NOTICES
[File No. 811–6727]
Summary: Applicant seeks an order
declaring that it has ceased to be an
investment company. On June 27, 2013,
applicant made a liquidating
distribution to its shareholders, based
on net asset value. Expenses of $2,970
incurred in connection with the
liquidation were paid by applicant and
its investment adviser.
Filing Date: The application was filed
on September 11, 2013.
Applicant’s Address: c/o Fairfax
Global Markets, LLC, 2 West
Washington St., Middleburg, VA 20118.
18:29 Oct 02, 2013
[File No. 811–22354]
Summary: Applicant, a closed-end
investment company, seeks an order
declaring that it has ceased to be an
investment company. Applicant
transferred its assets to Grosvenor
Registered Multi-Strategy Fund (TI2),
LLC, and on January 1, 2013, made a
distribution to its shareholders based on
net asset value. Applicant has retained
$24,109 in outstanding assets to pay off
its outstanding liabilities. Expenses of
$152,274 incurred in connection with
the reorganization were paid by
Grosvenor Registered Multi-Strategy
Master Fund, LLC, applicant’s master
fund.
Filing Date: The application was filed
on September 13, 2013.
Applicant’s Address: 900 North
Michigan Ave., Suite 1100, Chicago, IL
60611.
RiverSource Dimensions Series Inc.
[File No. 811–1629]
Summary: Applicant seeks an order
declaring that it has ceased to be an
investment company. Applicant has
transferred its assets to corresponding
series of Columbia Funds Series Trust
and Columbia Funds Series Trust I, and,
on May 31, 2011, made a distribution to
its shareholders based on net asset
value. Expenses of $82,382 incurred in
connection with the reorganization were
paid by applicant and applicant’s
investment adviser, Columbia
Management Investment Advisers, LLC.
Filing Dates: The application was
filed on March 8, 2013, and amended on
July 17, 2013, and September 11, 2013.
Applicant’s Address: 901 Marquette
Ave. South, Suite 2810, Minneapolis,
MN 55402–3268.
Seligman Growth Fund, Inc.
Filing Date: The applications were
filed on September 10, 2013.
Applicants’ Address: 901 Marquette
Avenue South, Suite 2810, Minneapolis,
MN 55402–3268.
International Equity Portfolio/MA
[File No. 811–21867]
Summary: Applicant seeks an order
declaring that it has ceased to be an
investment company. On April 21,
2011, applicant made a liquidating
distribution to its shareholders, based
on net asset value. Applicant incurred
no expenses in connection with the
liquidation.
Filing Dates: The application was
filed on November 30, 2012, and
amended on September 20, 2013.
Applicant’s Address: Two
International Place, Boston, MA 02110.
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24222 Filed 10–2–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70535; File No.
SR–NASDAQ–2013–128]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend the
NASDAQ Listing Standards Related to
Compliance Determinations for Market
Value of Listed Securities and Market
Value of Publicly-Held Shares
Deficiencies
Jkt 232001
[File No. 811–229]
September 27, 2013.
Seligman LaSalle Real Estate Fund
Series, Inc.
Dominion Funds, Inc.
VerDate Mar<15>2010
Grosvenor Registered Multi-Strategy
Fund (TE), LLC
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 26, 2013, The NASDAQ
Stock Market LLC (‘‘NASDAQ’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘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.
[File No. 811–21365]
Summary: Each applicant seeks an
order declaring that it has ceased to be
an investment company. Applicants
transferred their assets to corresponding
series of Columbia Fund Series Trust I,
and on or prior to April 5, 2011, made
final distributions to their shareholders
based on net asset value. Expenses of
$729,844 and $77,689, respectively,
incurred in connection with the
reorganization were paid by applicants
and Columbia Management Investment
Advisers, LLC, applicants’ investment
adviser.
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2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Federal Register / Vol. 78, No. 192 / Thursday, October 3, 2013 / Notices
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
NASDAQ listing standards related to
compliance determinations for Market
Value of Listed Securities and Market
Value of Publicly-Held Shares
deficiencies. The text of the proposed
rule change is below. Proposed new
language is italicized; proposed
deletions are in brackets.
*
*
*
*
*
5810. Notification of Deficiency by the
Listing Qualifications Department
When the Listing Qualifications
Department determines that a Company
does not meet a listing standard set forth
in the Rule 5000 Series, it will
immediately notify the Company of the
deficiency. As explained in more detail
below, deficiency notifications are of
four types:
(1) Staff Delisting Determinations,
which are notifications of deficiencies
that, unless appealed, subject the
Company to immediate suspension and
delisting;
(2) notifications of deficiencies for
which a Company may submit a plan of
compliance for staff review;
(3) notifications of deficiencies for
which a Company is entitled to an
automatic cure or compliance period;
and
(4) Public Reprimand Letters.
Notifications of deficiencies that
allow for submission of a compliance
plan or an automatic cure or compliance
period may result, after review of the
compliance plan or expiration of the
cure or compliance period, in issuance
of a Staff Delisting Determination or a
Public Reprimand Letter.
(a)–(b) No change.
tkelley on DSK3SPTVN1PROD with NOTICES
(c) Types of Deficiencies and
Notifications
The type of deficiency at issue
determines whether the Company will
be immediately suspended and delisted,
or whether it may submit a compliance
plan for review or is entitled to an
automatic cure or compliance period
before a Staff Delisting Determination is
issued. In the case of a deficiency not
specified below, Staff will issue the
Company a Staff Delisting
Determination or a Public Reprimand
Letter.
(1)–(2) No change.
(3) Deficiencies for which the Rules
Provide a Specified Cure or Compliance
Period
With respect to deficiencies related to
the standards listed in (A)–(E) below,
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Staff’s notification will inform the
Company of the applicable cure or
compliance period provided by these
Rules and discussed below. If the
Company does not regain compliance
within the specified cure or compliance
period, the Listing Qualifications
Department will immediately issue a
Staff Delisting Determination letter.
(A)–(B) No change.
(C) Market Value of Listed Securities
A failure to meet the continued listing
requirements for Market Value of Listed
Securities shall be determined to exist
only if the deficiency continues for a
period of 30 consecutive business days.
Upon such failure, the Company shall
be notified promptly and shall have a
period of 180 calendar days from such
notification to achieve compliance.
Compliance can be achieved by meeting
the applicable standard for a minimum
of 10 consecutive business days during
the 180 day compliance period, unless
Staff exercises its discretion to extend
this 10 day period as discussed in Rule
5810(c)(3)(F).
(D) Market Value of Publicly Held
Shares
A failure to meet the continued listing
requirement for Market Value of
Publicly Held Shares shall be
determined to exist only if the
deficiency continues for a period of 30
consecutive business days. Upon such
failure, the Company shall be notified
promptly and shall have a period of 180
calendar days from such notification to
achieve compliance. Compliance can be
achieved by meeting the applicable
standard for a minimum of 10
consecutive business days during the
180 day compliance period, unless Staff
exercises its discretion to extend this 10
day period as discussed in Rule
5810(c)(3)(F).
(E) No change.
(F) Staff Discretion Relating to the [Bid]
Price-based Requirements
If a Company fails to meet the Market
Value of Listed Securities, Market Value
of Publicly Held Shares, or Bid Price
requirements, each of which is related to
the Company’s security price and
collectively called the ‘‘Price-based
Requirements,’’ compliance is generally
achieved by meeting the requirement for
a minimum of ten consecutive business
days. However, Staff may, in its
discretion, require a Company to
[maintain a bid price of at least $1.00
per share] satisfy the applicable Pricebased Requirement for a period in
excess of ten consecutive business days,
but generally no more than 20
consecutive business days, before
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determining that the Company has
demonstrated an ability to maintain
long-term compliance. In determining
whether to require a Company to meet
the [minimum $1.00 bid price standard]
applicable Price-based-requirement
beyond ten business days, Staff [will]
may consider all relevant facts and
circumstances, including without
limitation[the following four factors]:
(i) the margin of compliance (the
amount by which a Company exceeds
the [bid price is above the $1.00
minimum standard] applicable Pricebased Requirement);
(ii) the trading volume (a lack of
trading volume may indicate a lack of
bona fide market interest in the security
at the posted bid price);
(iii) the Market Maker montage (the
number of Market Makers quoting at or
above $1.00 or the minimum price
necessary to satisfy another Price-based
Requirement; and the size of their
quotes); and
(iv) the trend of the stock price (is it
up or down).
*
*
*
*
*
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 purpose of this proposed rule
change is to increase transparency of the
fact that NASDAQ Staff (‘‘Staff’’) may
consider periods longer than ten days
when evaluating whether a company
has regained compliance with the
minimum Market Value of Listed
Securities (‘‘MVLS’’) and Market Value
of Publicly-Held Shares (‘‘MVPHS’’)
requirements, while also generally
limiting such review to twenty days.
Currently, NASDAQ Rules provide that
compliance with the MVLS and MVPHS
requirements ‘‘can be achieved by
meeting the applicable standard for a
minimum of 10 consecutive business
days.’’ (emphasis added). As such,
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Federal Register / Vol. 78, No. 192 / Thursday, October 3, 2013 / Notices
while a company cannot regain
compliance in a period less than ten
days, the rule does not require Staff to
limit its review for compliance with the
MVLS and MVPHS requirements to
exactly ten days. Further, Staff’s broad
discretionary authority under Rule 5101
supports Staff’s consideration of a
longer period when necessary.3
By contrast, Rule 5810(c)(3)(F)
explicitly describes Staff’s discretion to
extend the compliance period for a bid
price deficiency beyond ten days (but
generally not more than 20 days) and
identifies factors for Staff to consider in
making a decision to do so.4 In the ten
years since adopting these factors,5 Staff
has found them useful in determining
whether to extend the bid price
compliance period beyond ten days and
thus typically uses these same factors,
and, generally, the 20 day limit, when
evaluating compliance with the MVLS
and MVPHS requirements. The
proposed change to Rule 5810(c)(3)(F)
would describe this practice and
thereby provide transparency to the
manner in which Staff applies its
existing discretion.
2. Statutory Basis
tkelley on DSK3SPTVN1PROD with NOTICES
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 6 in general, and furthers the
objectives of Section 6(b)(5) of the Act 7
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest. The
proposed rule change will add greater
transparency to the rule administration
process by permitting issuers to better
understand how NASDAQ evaluates
compliance with the MVLS and MVPHS
listing rules. At the same time, it
describes NASDAQ Staff discretion to
apply a higher standard in determining
which companies are suitable for
3 Rule 5101 provides NASDAQ with broad
discretionary authority over the initial and
continued listing of securities, and allows the
application of additional or more stringent criteria
for the continued listing of particular securities
based on any event, condition, or circumstance that
exists or occurs, even though the securities meet all
enumerated criteria for initial or continued listing
on NASDAQ.
4 These factors are: (i) The margin of compliance;
(ii) the trading volume; (iii) the market maker
montage; and (iv) the trend of the stock price.
5 Current Rule 5810(c)(3)(F) was originally
adopted in 2003 as Rule 4310(c)(8)(E). Exchange
Act Release No. 47181 (January 14, 2003), 68 FR
3074 (January 22, 2003).
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(5).
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18:29 Oct 02, 2013
Jkt 232001
continued listing on the exchange, thus
protecting investors.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. In this
regard, NASDAQ notes that the
competition among exchanges for
listings is robust and vigorous, and the
proposed rule change is not intended,
nor is it expected, to reduce or diminish
such competition. The rule brings added
transparency to NASDAQ’s vigilant
enforcement of the Listing Rules, which
already allow NASDAQ Staff to use
discretion to apply more stringent
listing standards. However, it does not
allow the Staff any discretion to apply
diminished listing standards in order to
attract or retain listing business. The
proposed rule change offers NASDAQ
no advantages over its competitors
beyond those created by enhancing the
Exchange’s regulatory effectiveness.
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)(ii) of the Act 8 and
subparagraph (f)(6) of Rule 19b–4
thereunder.9 The proposed rule change
will add greater transparency by
clarifying how NASDAQ applies its
existing authority to evaluate
compliance with the MVLS and MVPHS
listing rules for periods longer than ten
consecutive business days. As such,
given that the proposed change merely
describes, and does not modify,
NASDAQ’s authority to determine
compliance with the MVLS and MVPHS
8 15
U.S.C. 78s(b)(3)(a)(ii).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
9 17
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requirements, it does not significantly
affect the protection of investors or the
public interest and does not impose any
significant burden on competition.
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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
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–2013–128 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–2013–128. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
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Federal Register / Vol. 78, No. 192 / Thursday, October 3, 2013 / Notices
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NASDAQ–2013–128 and should be
submitted on or before October 24,
2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24156 Filed 10–2–13; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
1. Purpose
[Release No. 34–70570; File No. SR–
NYSEArca–2013–97]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Reflecting Changes to
the Means of Achieving the Investment
Objective Applicable to Shares of the
PowerShares China A-Share Portfolio
September 30, 2013.
tkelley on DSK3SPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
September 19, 2013, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to reflect
changes to the means of achieving the
investment objective applicable to
shares of the PowerShares China AShare Portfolio (the ‘‘Fund’’). 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.
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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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
BILLING CODE 8011–01–P
10 17
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
The Commission has approved listing
and trading on the Exchange of shares
(‘‘Shares’’) of the PowerShares China AShare Portfolio, a series of PowerShares
Actively Managed Exchange-Traded
Trust (the ‘‘Trust’’),4 under NYSE Arca
Equities Rule 8.600, which governs the
listing and trading of Managed Fund
Shares. Shares of the Fund have not
commenced listing and trading on the
Exchange.
The Shares are offered by the Trust,
a statutory trust organized under the
laws of the State of Delaware and
registered with the Commission as an
open-end management investment
company.5 The investment advisor to
the Fund will be Invesco PowerShares
Capital Management LLC (the
‘‘Adviser’’).
In this proposed rule change, the
Exchange proposes to reflect changes to
the description of the measures the
Adviser will utilize to implement the
4 See Securities Exchange Act Release No. 69915
(July 2, 2013), 78 FR 41145 (July 9, 2013) (SR–
NYSEArca–2013–56) (‘‘Prior Order’’). See also
Securities Exchange Act Release No. 69634 (May
23, 2013), 78 FR 32487 (May 30, 2013) (SR–
NYSEArca–2013–56) (‘‘Prior Notice,’’ and together
with the Prior Order, the ‘‘Prior Release’’).
5 The Trust is registered under the Investment
Company Act of 1940 (15 U.S.C. 80a–1) (‘‘1940
Act’’). On August 30, 2013, the Trust filed with the
Commission a post-effective amendment to its
registration statement on Form N–1A under the
Securities Act of 1933 (15 U.S.C. 77a) (‘‘Securities
Act’’), and under the 1940 Act relating to the Fund
(File Nos. 333–147622 and 811–22148)
(‘‘Registration Statement’’). The description of the
operation of the Trust and the Fund herein is based,
in part, on the Registration Statement. In addition,
the Commission has issued an order granting
certain exemptive relief to the Trust under the 1940
Act. See Investment Company Act Release No.
28171 (February 27, 2008) (File No. 812–13386)
(‘‘Exemptive Order’’).
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61411
Fund’s investment objective, as
described below.6
First, the Prior Release stated that,
under normal circumstances,7 the Fund
generally will invest at least 80% of its
net assets in a combination of
investments whose collective
performance is designed to correspond
to the performance of the FTSE China
A50 Index (the ‘‘Benchmark’’). The
Adviser now represents that, rather than
being designed to correspond to the
performance of the Benchmark, the
Fund will seek to achieve its investment
objective by providing exposure to the
China ‘‘A-Shares’’ market using a
quantitative, rules-based investment
strategy. The Fund will be actively
managed by the Adviser and will not be
obligated to invest in the instruments
included in the Benchmark or to track
the performance of the Benchmark or of
any index. However, although the Fund
will seek to exceed the performance of
the Benchmark, there can be no
assurance that the Fund will do so at
any time.
Second, the Prior Release stated that
the Trust has filed a notice of eligibility
for exclusion from the definition of the
term ‘‘commodity pool operator’’
(‘‘CPO’’) in accordance with Rule 4.5 of
the Commodity Exchange Act (‘‘CEA’’).8
As stated in the Prior Release, under
amendments to Rule 4.5 adopted in
February 2012, an investment adviser of
a registered investment company may
claim exclusion from registration as a
CPO only if the registered investment
company it advises uses futures
contracts solely for ‘‘bona fide hedging
purposes’’ or limits its use of futures
contracts for non-bona fide hedging
purposes in specified ways. The Prior
Release stated that, because the Fund
did not expect to use futures contracts
solely for ‘‘bona fide hedging purposes,’’
the Fund would be subject to rules that
would require it to limit its use of
positions in futures contracts in
accordance with the requirements of
amended Rule 4.5 unless the Adviser
otherwise complies with CPO
6 The changes described herein will be effective
contingent upon effectiveness of the Trust’s most
recent post-effective amendment to its Registration
Statement. See note 5, supra. The Adviser
represents that the Adviser will not implement the
changes described herein until the instant proposed
rule change is operative.
7 The term ‘‘under normal circumstances’’
includes, but is not limited to, the absence of:
Extreme volatility or trading halts in the equity
markets or the financial markets generally;
operational issues causing dissemination of
inaccurate market information; or force majeure
type events such as systems failure, natural or manmade disaster, act of God, armed conflict, act of
terrorism, riot or labor disruption or any similar
intervening circumstance.
8 7 U.S.C. 1.
E:\FR\FM\03OCN1.SGM
03OCN1
Agencies
[Federal Register Volume 78, Number 192 (Thursday, October 3, 2013)]
[Notices]
[Pages 61408-61411]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-24156]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70535; File No. SR-NASDAQ-2013-128]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend the NASDAQ Listing Standards Related to Compliance Determinations
for Market Value of Listed Securities and Market Value of Publicly-Held
Shares Deficiencies
September 27, 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 26, 2013, The NASDAQ Stock Market LLC (``NASDAQ'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``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.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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[[Page 61409]]
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the NASDAQ listing standards related
to compliance determinations for Market Value of Listed Securities and
Market Value of Publicly-Held Shares deficiencies. The text of the
proposed rule change is below. Proposed new language is italicized;
proposed deletions are in brackets.
* * * * *
5810. Notification of Deficiency by the Listing Qualifications
Department
When the Listing Qualifications Department determines that a
Company does not meet a listing standard set forth in the Rule 5000
Series, it will immediately notify the Company of the deficiency. As
explained in more detail below, deficiency notifications are of four
types:
(1) Staff Delisting Determinations, which are notifications of
deficiencies that, unless appealed, subject the Company to immediate
suspension and delisting;
(2) notifications of deficiencies for which a Company may submit a
plan of compliance for staff review;
(3) notifications of deficiencies for which a Company is entitled
to an automatic cure or compliance period; and
(4) Public Reprimand Letters.
Notifications of deficiencies that allow for submission of a
compliance plan or an automatic cure or compliance period may result,
after review of the compliance plan or expiration of the cure or
compliance period, in issuance of a Staff Delisting Determination or a
Public Reprimand Letter.
(a)-(b) No change.
(c) Types of Deficiencies and Notifications
The type of deficiency at issue determines whether the Company will
be immediately suspended and delisted, or whether it may submit a
compliance plan for review or is entitled to an automatic cure or
compliance period before a Staff Delisting Determination is issued. In
the case of a deficiency not specified below, Staff will issue the
Company a Staff Delisting Determination or a Public Reprimand Letter.
(1)-(2) No change.
(3) Deficiencies for which the Rules Provide a Specified Cure or
Compliance Period
With respect to deficiencies related to the standards listed in
(A)-(E) below, Staff's notification will inform the Company of the
applicable cure or compliance period provided by these Rules and
discussed below. If the Company does not regain compliance within the
specified cure or compliance period, the Listing Qualifications
Department will immediately issue a Staff Delisting Determination
letter.
(A)-(B) No change.
(C) Market Value of Listed Securities
A failure to meet the continued listing requirements for Market
Value of Listed Securities shall be determined to exist only if the
deficiency continues for a period of 30 consecutive business days. Upon
such failure, the Company shall be notified promptly and shall have a
period of 180 calendar days from such notification to achieve
compliance. Compliance can be achieved by meeting the applicable
standard for a minimum of 10 consecutive business days during the 180
day compliance period, unless Staff exercises its discretion to extend
this 10 day period as discussed in Rule 5810(c)(3)(F).
(D) Market Value of Publicly Held Shares
A failure to meet the continued listing requirement for Market
Value of Publicly Held Shares shall be determined to exist only if the
deficiency continues for a period of 30 consecutive business days. Upon
such failure, the Company shall be notified promptly and shall have a
period of 180 calendar days from such notification to achieve
compliance. Compliance can be achieved by meeting the applicable
standard for a minimum of 10 consecutive business days during the 180
day compliance period, unless Staff exercises its discretion to extend
this 10 day period as discussed in Rule 5810(c)(3)(F).
(E) No change.
(F) Staff Discretion Relating to the [Bid] Price-based Requirements
If a Company fails to meet the Market Value of Listed Securities,
Market Value of Publicly Held Shares, or Bid Price requirements, each
of which is related to the Company's security price and collectively
called the ``Price-based Requirements,'' compliance is generally
achieved by meeting the requirement for a minimum of ten consecutive
business days. However, Staff may, in its discretion, require a Company
to [maintain a bid price of at least $1.00 per share] satisfy the
applicable Price-based Requirement for a period in excess of ten
consecutive business days, but generally no more than 20 consecutive
business days, before determining that the Company has demonstrated an
ability to maintain long-term compliance. In determining whether to
require a Company to meet the [minimum $1.00 bid price standard]
applicable Price-based-requirement beyond ten business days, Staff
[will] may consider all relevant facts and circumstances, including
without limitation[the following four factors]:
(i) the margin of compliance (the amount by which a Company exceeds
the [bid price is above the $1.00 minimum standard] applicable Price-
based Requirement);
(ii) the trading volume (a lack of trading volume may indicate a
lack of bona fide market interest in the security at the posted bid
price);
(iii) the Market Maker montage (the number of Market Makers quoting
at or above $1.00 or the minimum price necessary to satisfy another
Price-based Requirement; and the size of their quotes); and
(iv) the trend of the stock price (is it up or down).
* * * * *
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 purpose of this proposed rule change is to increase
transparency of the fact that NASDAQ Staff (``Staff'') may consider
periods longer than ten days when evaluating whether a company has
regained compliance with the minimum Market Value of Listed Securities
(``MVLS'') and Market Value of Publicly-Held Shares (``MVPHS'')
requirements, while also generally limiting such review to twenty days.
Currently, NASDAQ Rules provide that compliance with the MVLS and MVPHS
requirements ``can be achieved by meeting the applicable standard for a
minimum of 10 consecutive business days.'' (emphasis added). As such,
[[Page 61410]]
while a company cannot regain compliance in a period less than ten
days, the rule does not require Staff to limit its review for
compliance with the MVLS and MVPHS requirements to exactly ten days.
Further, Staff's broad discretionary authority under Rule 5101 supports
Staff's consideration of a longer period when necessary.\3\
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\3\ Rule 5101 provides NASDAQ with broad discretionary authority
over the initial and continued listing of securities, and allows the
application of additional or more stringent criteria for the
continued listing of particular securities based on any event,
condition, or circumstance that exists or occurs, even though the
securities meet all enumerated criteria for initial or continued
listing on NASDAQ.
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By contrast, Rule 5810(c)(3)(F) explicitly describes Staff's
discretion to extend the compliance period for a bid price deficiency
beyond ten days (but generally not more than 20 days) and identifies
factors for Staff to consider in making a decision to do so.\4\ In the
ten years since adopting these factors,\5\ Staff has found them useful
in determining whether to extend the bid price compliance period beyond
ten days and thus typically uses these same factors, and, generally,
the 20 day limit, when evaluating compliance with the MVLS and MVPHS
requirements. The proposed change to Rule 5810(c)(3)(F) would describe
this practice and thereby provide transparency to the manner in which
Staff applies its existing discretion.
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\4\ These factors are: (i) The margin of compliance; (ii) the
trading volume; (iii) the market maker montage; and (iv) the trend
of the stock price.
\5\ Current Rule 5810(c)(3)(F) was originally adopted in 2003 as
Rule 4310(c)(8)(E). Exchange Act Release No. 47181 (January 14,
2003), 68 FR 3074 (January 22, 2003).
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \6\ in general, and furthers the objectives of Section
6(b)(5) of the Act \7\ in particular, in that it is designed to promote
just and equitable principles of trade, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general to protect investors and the public interest.
The proposed rule change will add greater transparency to the rule
administration process by permitting issuers to better understand how
NASDAQ evaluates compliance with the MVLS and MVPHS listing rules. At
the same time, it describes NASDAQ Staff discretion to apply a higher
standard in determining which companies are suitable for continued
listing on the exchange, thus protecting investors.
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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. In this regard, NASDAQ notes
that the competition among exchanges for listings is robust and
vigorous, and the proposed rule change is not intended, nor is it
expected, to reduce or diminish such competition. The rule brings added
transparency to NASDAQ's vigilant enforcement of the Listing Rules,
which already allow NASDAQ Staff to use discretion to apply more
stringent listing standards. However, it does not allow the Staff any
discretion to apply diminished listing standards in order to attract or
retain listing business. The proposed rule change offers NASDAQ no
advantages over its competitors beyond those created by enhancing the
Exchange's regulatory effectiveness.
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)(ii) of the Act \8\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\9\ The proposed rule
change will add greater transparency by clarifying how NASDAQ applies
its existing authority to evaluate compliance with the MVLS and MVPHS
listing rules for periods longer than ten consecutive business days. As
such, given that the proposed change merely describes, and does not
modify, NASDAQ's authority to determine compliance with the MVLS and
MVPHS requirements, it does not significantly affect the protection of
investors or the public interest and does not impose any significant
burden on competition.
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\8\ 15 U.S.C. 78s(b)(3)(a)(ii).
\9\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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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: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule 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-2013-128 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-2013-128. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for
[[Page 61411]]
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NASDAQ-2013-128 and should
be submitted on or before October 24, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
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\10\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-24156 Filed 10-2-13; 8:45 am]
BILLING CODE 8011-01-P