Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change to Amend the Schedule of Fees, 62901-62903 [2013-24646]
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Federal Register / Vol. 78, No. 204 / Tuesday, October 22, 2013 / Notices
the reasons described above, the
Exchange believes that the proposed fee
changes reflect this competitive
environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
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)(ii) of the Act 12 and
subparagraph (f)(2) of Rule 19b–4
thereunder,13 because it establishes a
due, fee, or other charge imposed by
ISE.
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
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–
ISE–2013–51 on the subject line.
sroberts on DSK5SPTVN1PROD with FRONT MATTER
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–ISE–2013–51. 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 the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2013–51 and should be submitted on or
before November 12, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24654 Filed 10–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70647; File No. SR–ISE–
2013–50]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change to Amend the Schedule of
Fees
October 9, 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
September 30, 2013, the International
Securities Exchange, LLC (the
‘‘Exchange’’ or the ‘‘ISE’’) filed with the
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
U.S.C. 78s(b)(3)(A)(ii).
13 17 CFR 240.19b–4(f)(2).
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Securities and Exchange Commission
the proposed rule change, as described
in Items I, II, and III below, which items
have been prepared by the selfregulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The ISE proposes to amend its
Schedule of Fees. The text of the
proposed rule change is available on the
Exchange’s Web site (https://
www.ise.com), at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
14 17
12 15
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The Exchange is proposing to amend
its Schedule of Fees to: (1) decrease the
discount applicable to Market Makers 3
when they trade against Priority
Customer 4 complex orders that are
preferenced to them on the Exchange;
(2) increase the fees that it charges for
executions of Priority Customer orders
in non-Early Adopter Foreign Currency
(‘‘FX’’) Option Symbols to be equal to
the fees charged for executions of orders
in Early Adopter FX Option Symbols;
and (3) increase the fees for Priority
Customer orders routed to another
exchange for execution.
3 The term ‘‘Market Makers’’ refers to
‘‘Competitive Market Makers’’ and ‘‘Primary Market
Makers’’ collectively. See ISE Rule 100(a)(25).
4 A Priority Customer is defined in ISE Rule
100(a)(37A) as a person or entity that is not a
broker/dealer in securities, and does not place more
than 390 orders in listed options per day on average
during a calendar month for its own beneficial
account(s).
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Federal Register / Vol. 78, No. 204 / Tuesday, October 22, 2013 / Notices
sroberts on DSK5SPTVN1PROD with FRONT MATTER
On January 29, 2013, the Commission
approved 5 [sic] SR–ISE–2013–05, on a
one-year pilot basis, with such fees
being operative from January 17, 2013
(‘‘Approval Order’’)[sic].6 Specifically,
the Approval Order [sic] permits a $0.05
fee differential between Market Makers
that receive preferenced complex orders
and those that do not receive
preferenced complex orders in classes
that can be listed and traded on more
than one options exchange.7 The
Exchange proposes to reduce the fee
differential from $0.05 to $0.02 per
contract, which was the applicable fee
differential on the Exchange prior to the
Approval Order [sic].8 Accordingly,
Market Makers that add or remove
liquidity from the complex order book
by trading against Priority Customer
complex orders that are preferenced to
them will be charged: (i) $0.37 per
contract in Select Symbols (including
SPY), i.e. the regular rate of $0.39 per
contract with a $0.02 per contract
discount; and (ii) $0.80 per contract in
Non-Select Symbols, i.e. the regular rate
of $0.82 per contract with a $0.02 per
contract discount.
The Exchange is also proposing to
amend its Schedule of Fees to increase
the fees for Priority Customer orders in
FX options. Currently, Priority
Customers pay a fee in non-Early
Adopter FX Option Symbols of $0.18
per contract for non-Crossing Orders
and Crossing Orders, and $0.20 per
contract for Responses to Crossing
Orders. In Early Adopter FX Option
Symbols, this fee is $0.40 per contract
for non-Crossing Orders, Crossing
Orders, and Responses to Crossing
Orders. The Exchange is now proposing
to increase the fee for Priority Customer
orders for non-Early Adopter FX Option
Symbols to $0.40 per contract to be in
line with the fees currently charged for
5 The Commission notes that SR–ISE–2013–05
was immediately effective upon filing. Accordingly,
the Commission did not approve SR–ISE–2013–05.
6 See Securities Exchange Act Release No. 68760
(Jan. 29, 2013), 78 FR 7844 (Feb. 4, 2013) (SR–ISE–
2013–05).
7 Market Makers may be categorized as
preferenced Market Makers when such Market
Makers execute against a Priority Customer order
preferenced to them for execution by an order flow
provider. The current $0.05 per contract discount
also applies to a group of symbols in which Market
Makers can enter quotes in the complex order book
(‘‘Complex Quoting Symbols’’). The discount
applicable to the Complex Quoting Symbols is
found on the Exchange’s Schedule of Fees. See
Section II. Complex Order Fees and Rebates,
footnote 4. This proposed rule change also applies
to the Complex Quoting Symbols.
8 The Exchange notes that NASDAQ OMX PHLX,
Inc. (‘‘PHLX’’) recently reduced its own differential
back to $0.02 per contract from its prior rate of
$0.05 per contract. See Securities Exchange Act
Release No. 69768 (June 14, 2013), 78 FR 37250
(June 20, 2013) (SR–Phlx–2013–61).
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Priority Customer orders in Early
Adopter FX Option Symbols.
The Exchange is further proposing to
amend its Schedule of Fees to increase
the route-out fee applicable to Priority
Customers orders. The Exchange
currently charges a fee of $0.38 per
contract for executions of Priority
Customer orders in Standard Options in
all symbols that are routed to one or
more exchanges in connection with the
Options Order Protection and Locked/
Crossed Market Plan. For Mini Options,
this fee is currently $0.038 per contract.
In order to offset costs associated with
routing orders to other exchanges, the
Exchange now proposes to increase the
route-out fee for Priority Customer
orders to $0.40 per contract for Standard
Options and $0.040 per contract for
Mini Options. The route-out fee offsets
costs incurred by the Exchange in
connection with using unaffiliated
broker-dealers to access other exchanges
for linkage executions, and is therefore
appropriate.
2. Statutory Basis
The Exchange believes that its
proposal to amend its Schedule of Fees
is consistent with Section 6(b) of the
Securities and Exchange Act of 1934
(the ‘‘Act’’) 9 in general, and furthers the
objectives of Section 6(b)(4) of the Act 10
in particular, in that it is an equitable
allocation of reasonable dues, fees and
other charges among Exchange members
and other persons using its facilities.
The Exchange believes that reducing
the current discount applicable to
Market Makers when they trade against
Priority Customer complex orders that
are preferenced to them from $0.05 to
$0.02 per contact is reasonable,
equitable, and not unfairly
discriminatory because reducing the
discount for preferenced orders will
narrow the fee differential between
Market Makers that receive preferenced
orders and those that do not. The
Exchange believes that it is reasonable,
equitable and not unfairly
discriminatory to continue to assess
lower fees to preferenced Market Makers
that add or remove liquidity from the
complex order book by trading against
Priority Customer orders that are
preferenced to them because
preferenced Market Makers are subject
to heightened and burdensome quoting
obligations that do not apply to nonpreferenced Market Makers or to other
market participants.11
9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
11 Preferenced Market Makers are required to
continuously quote at least 90% of the series of an
options class, whereas non-preferenced market
10 15
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The Exchange believes that its
proposal to increase the fee for Priority
Customer orders in non-Early Adopter
FX Option Symbols to $0.40 per
contract is reasonable and equitably
allocated because the proposed fee is
identical to the fee currently charged by
the Exchange for Early Adopter FX
Option Symbols. With this proposed
rule change, Priority Customers will be
charged the same fee regardless of
whether they place orders in Early
Adopter or non-Early Adopter FX
Option Symbols.
The Exchange believes the proposed
route-out fee is reasonable and equitable
as it provides the Exchange the ability
to recover costs associated with using
unaffiliated broker-dealers to route
Priority Customer orders to other
exchanges for linkage executions. The
Exchange also believes that the
proposed fees are not unfairly
discriminatory because these fees would
be uniformly applied to all Priority
Customer orders routed to other
exchanges. As fees to access liquidity
for Priority Customer orders have risen
at other exchanges, it has become
necessary for the Exchange to raise
routing fees in order to recoup the
higher costs. The Exchange notes that a
number of other exchanges currently
charge a variety of routing related fees
associated with customer and noncustomer orders that are subject to
linkage handling. The Exchange also
notes that the fees proposed herein are
within the range of fees charged by
some of the Exchange’s competitors.12
The Exchange has determined to
charge fees for regular orders in Mini
Options at a rate that is 1/10th the rate
of fees the Exchange currently provides
for trading in Standard Options. The
Exchange believes it is reasonable,
equitable and not unfairly
discriminatory to assess lower fees to
provide market participants an
incentive to trade Mini Options on the
Exchange. The Exchange believes the
proposed fees are reasonable and
equitable in light of the fact that Mini
Options have a smaller exercise and
assignment value, specifically 1/10th
that of a Standard Option contract, and,
as such, is levying fees that are 1/10th
of what market participants pay to trade
Standard Options.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule will impose any
makers are required to quote only 60% of the series
of an options class. See ISE Rule 804(e).
12 See PHLX Fee Schedule, Section V, Routing
Fees; and Chicago Board Options Exchange
(‘‘CBOE’’) Fees Schedule, Linkage Fees.
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burden on competition that is not
necessary or appropriate in the
furtherance of the purposes of the
Exchange Act.
The Exchange is proposing to
decrease the fee differential between
Market Makers that receive preferenced
orders and those that do not receive
preferenced orders. The Exchange
believes that decreasing this fee
differential does not create an undue
burden on competition. The differential
is similar to the differential currently in
place at the PHLX and furthermore
reduces intra-market competition by
reducing the differential between
preferenced and non-preferenced
market makers.
The Exchange believes the proposed
fee for Priority Customer orders in nonEarly Adopter FX Option Symbols does
not impose a burden on competition
because it will apply a uniform fee to
Priority Customer orders in all FX
Option symbols traded on the Exchange.
Even though these options are solely
listed on ISE, the Exchange operates in
a highly competitive market, comprised
of twelve exchanges, any of which can
determine to trade similar products.13
With respect to increasing the Priority
Customer route-out fee, the Exchange
believes the proposed fee change does
not impose a burden on competition
because the proposed fee is consistent
with fees charged by other exchanges
and will uniformly apply to all Priority
Customer orders in Standard Options
and Mini Options that are routed out to
other exchanges for linkage executions.
The Exchange notes that Members can
and do route these orders to other
markets or specify that ISE not route
orders away on their behalf.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily direct
their order flow to competing venues. In
such an environment, the Exchange
must continually review, and consider
adjusting, its fees and rebates to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed fee
changes reflects this competitive
environment.
13 At least one other exchange currently trades
foreign currency options. While PHLX World
Currency Options® are not fungible with FX
Options, they provide investors with a choice to
trade in a competing product. See PHLX World
Currency Options® at https://
www.nasdaqtrader.com/
Micro.aspx?id=PHLXFOREXOptions.
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
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)(ii) of the Act 14 and
subparagraph (f)(2) of Rule 19b–4
thereunder,15 because it establishes a
due, fee, or other charge imposed by
ISE.
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
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–
ISE–2013–50 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–ISE–2013–50. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington DC, 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
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–ISE–
2013–50, and should be submitted on or
before November 12, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–24646 Filed 10–21–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70601; File No. SR–EDGX–
2013–37]
Self-Regulatory Organizations; EDGX
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to Amendments
to the EDGX Exchange, Inc. Fee
Schedule
October 2, 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
September 30, 2013, EDGX Exchange,
Inc. (the ‘‘Exchange’’ or ‘‘EDGX’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II and III below, which items
have been prepared by the selfregulatory organization. The
16 17
14 15
U.S.C. 78s(b)(3)(A)(ii).
15 17 CFR 240.19b–4(f)(2).
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62903
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Agencies
[Federal Register Volume 78, Number 204 (Tuesday, October 22, 2013)]
[Notices]
[Pages 62901-62903]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-24646]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70647; File No. SR-ISE-2013-50]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change to Amend the Schedule of Fees
October 9, 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 September 30, 2013, the International Securities Exchange, LLC
(the ``Exchange'' or the ``ISE'') filed with the Securities and
Exchange Commission the proposed rule change, as described in Items I,
II, and III below, which items have been prepared by the self-
regulatory organization. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The ISE proposes to amend its Schedule of Fees. The text of the
proposed rule change is available on the Exchange's Web site (https://www.ise.com), at the principal office of the Exchange, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in sections A, B and C below, of the
most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to amend its Schedule of Fees to: (1)
decrease the discount applicable to Market Makers \3\ when they trade
against Priority Customer \4\ complex orders that are preferenced to
them on the Exchange; (2) increase the fees that it charges for
executions of Priority Customer orders in non-Early Adopter Foreign
Currency (``FX'') Option Symbols to be equal to the fees charged for
executions of orders in Early Adopter FX Option Symbols; and (3)
increase the fees for Priority Customer orders routed to another
exchange for execution.
---------------------------------------------------------------------------
\3\ The term ``Market Makers'' refers to ``Competitive Market
Makers'' and ``Primary Market Makers'' collectively. See ISE Rule
100(a)(25).
\4\ A Priority Customer is defined in ISE Rule 100(a)(37A) as a
person or entity that is not a broker/dealer in securities, and does
not place more than 390 orders in listed options per day on average
during a calendar month for its own beneficial account(s).
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[[Page 62902]]
On January 29, 2013, the Commission approved \5\ [sic] SR-ISE-2013-
05, on a one-year pilot basis, with such fees being operative from
January 17, 2013 (``Approval Order'')[sic].\6\ Specifically, the
Approval Order [sic] permits a $0.05 fee differential between Market
Makers that receive preferenced complex orders and those that do not
receive preferenced complex orders in classes that can be listed and
traded on more than one options exchange.\7\ The Exchange proposes to
reduce the fee differential from $0.05 to $0.02 per contract, which was
the applicable fee differential on the Exchange prior to the Approval
Order [sic].\8\ Accordingly, Market Makers that add or remove liquidity
from the complex order book by trading against Priority Customer
complex orders that are preferenced to them will be charged: (i) $0.37
per contract in Select Symbols (including SPY), i.e. the regular rate
of $0.39 per contract with a $0.02 per contract discount; and (ii)
$0.80 per contract in Non-Select Symbols, i.e. the regular rate of
$0.82 per contract with a $0.02 per contract discount.
---------------------------------------------------------------------------
\5\ The Commission notes that SR-ISE-2013-05 was immediately
effective upon filing. Accordingly, the Commission did not approve
SR-ISE-2013-05.
\6\ See Securities Exchange Act Release No. 68760 (Jan. 29,
2013), 78 FR 7844 (Feb. 4, 2013) (SR-ISE-2013-05).
\7\ Market Makers may be categorized as preferenced Market
Makers when such Market Makers execute against a Priority Customer
order preferenced to them for execution by an order flow provider.
The current $0.05 per contract discount also applies to a group of
symbols in which Market Makers can enter quotes in the complex order
book (``Complex Quoting Symbols''). The discount applicable to the
Complex Quoting Symbols is found on the Exchange's Schedule of Fees.
See Section II. Complex Order Fees and Rebates, footnote 4. This
proposed rule change also applies to the Complex Quoting Symbols.
\8\ The Exchange notes that NASDAQ OMX PHLX, Inc. (``PHLX'')
recently reduced its own differential back to $0.02 per contract
from its prior rate of $0.05 per contract. See Securities Exchange
Act Release No. 69768 (June 14, 2013), 78 FR 37250 (June 20, 2013)
(SR-Phlx-2013-61).
---------------------------------------------------------------------------
The Exchange is also proposing to amend its Schedule of Fees to
increase the fees for Priority Customer orders in FX options.
Currently, Priority Customers pay a fee in non-Early Adopter FX Option
Symbols of $0.18 per contract for non-Crossing Orders and Crossing
Orders, and $0.20 per contract for Responses to Crossing Orders. In
Early Adopter FX Option Symbols, this fee is $0.40 per contract for
non-Crossing Orders, Crossing Orders, and Responses to Crossing Orders.
The Exchange is now proposing to increase the fee for Priority Customer
orders for non-Early Adopter FX Option Symbols to $0.40 per contract to
be in line with the fees currently charged for Priority Customer orders
in Early Adopter FX Option Symbols.
The Exchange is further proposing to amend its Schedule of Fees to
increase the route-out fee applicable to Priority Customers orders. The
Exchange currently charges a fee of $0.38 per contract for executions
of Priority Customer orders in Standard Options in all symbols that are
routed to one or more exchanges in connection with the Options Order
Protection and Locked/Crossed Market Plan. For Mini Options, this fee
is currently $0.038 per contract. In order to offset costs associated
with routing orders to other exchanges, the Exchange now proposes to
increase the route-out fee for Priority Customer orders to $0.40 per
contract for Standard Options and $0.040 per contract for Mini Options.
The route-out fee offsets costs incurred by the Exchange in connection
with using unaffiliated broker-dealers to access other exchanges for
linkage executions, and is therefore appropriate.
2. Statutory Basis
The Exchange believes that its proposal to amend its Schedule of
Fees is consistent with Section 6(b) of the Securities and Exchange Act
of 1934 (the ``Act'') \9\ in general, and furthers the objectives of
Section 6(b)(4) of the Act \10\ in particular, in that it is an
equitable allocation of reasonable dues, fees and other charges among
Exchange members and other persons using its facilities.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that reducing the current discount applicable
to Market Makers when they trade against Priority Customer complex
orders that are preferenced to them from $0.05 to $0.02 per contact is
reasonable, equitable, and not unfairly discriminatory because reducing
the discount for preferenced orders will narrow the fee differential
between Market Makers that receive preferenced orders and those that do
not. The Exchange believes that it is reasonable, equitable and not
unfairly discriminatory to continue to assess lower fees to preferenced
Market Makers that add or remove liquidity from the complex order book
by trading against Priority Customer orders that are preferenced to
them because preferenced Market Makers are subject to heightened and
burdensome quoting obligations that do not apply to non-preferenced
Market Makers or to other market participants.\11\
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\11\ Preferenced Market Makers are required to continuously
quote at least 90% of the series of an options class, whereas non-
preferenced market makers are required to quote only 60% of the
series of an options class. See ISE Rule 804(e).
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The Exchange believes that its proposal to increase the fee for
Priority Customer orders in non-Early Adopter FX Option Symbols to
$0.40 per contract is reasonable and equitably allocated because the
proposed fee is identical to the fee currently charged by the Exchange
for Early Adopter FX Option Symbols. With this proposed rule change,
Priority Customers will be charged the same fee regardless of whether
they place orders in Early Adopter or non-Early Adopter FX Option
Symbols.
The Exchange believes the proposed route-out fee is reasonable and
equitable as it provides the Exchange the ability to recover costs
associated with using unaffiliated broker-dealers to route Priority
Customer orders to other exchanges for linkage executions. The Exchange
also believes that the proposed fees are not unfairly discriminatory
because these fees would be uniformly applied to all Priority Customer
orders routed to other exchanges. As fees to access liquidity for
Priority Customer orders have risen at other exchanges, it has become
necessary for the Exchange to raise routing fees in order to recoup the
higher costs. The Exchange notes that a number of other exchanges
currently charge a variety of routing related fees associated with
customer and non-customer orders that are subject to linkage handling.
The Exchange also notes that the fees proposed herein are within the
range of fees charged by some of the Exchange's competitors.\12\
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\12\ See PHLX Fee Schedule, Section V, Routing Fees; and Chicago
Board Options Exchange (``CBOE'') Fees Schedule, Linkage Fees.
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The Exchange has determined to charge fees for regular orders in
Mini Options at a rate that is 1/10th the rate of fees the Exchange
currently provides for trading in Standard Options. The Exchange
believes it is reasonable, equitable and not unfairly discriminatory to
assess lower fees to provide market participants an incentive to trade
Mini Options on the Exchange. The Exchange believes the proposed fees
are reasonable and equitable in light of the fact that Mini Options
have a smaller exercise and assignment value, specifically 1/10th that
of a Standard Option contract, and, as such, is levying fees that are
1/10th of what market participants pay to trade Standard Options.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule will impose
any
[[Page 62903]]
burden on competition that is not necessary or appropriate in the
furtherance of the purposes of the Exchange Act.
The Exchange is proposing to decrease the fee differential between
Market Makers that receive preferenced orders and those that do not
receive preferenced orders. The Exchange believes that decreasing this
fee differential does not create an undue burden on competition. The
differential is similar to the differential currently in place at the
PHLX and furthermore reduces intra-market competition by reducing the
differential between preferenced and non-preferenced market makers.
The Exchange believes the proposed fee for Priority Customer orders
in non-Early Adopter FX Option Symbols does not impose a burden on
competition because it will apply a uniform fee to Priority Customer
orders in all FX Option symbols traded on the Exchange. Even though
these options are solely listed on ISE, the Exchange operates in a
highly competitive market, comprised of twelve exchanges, any of which
can determine to trade similar products.\13\
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\13\ At least one other exchange currently trades foreign
currency options. While PHLX World Currency Options[supreg] are not
fungible with FX Options, they provide investors with a choice to
trade in a competing product. See PHLX World Currency
Options[supreg] at https://www.nasdaqtrader.com/Micro.aspx?id=PHLXFOREXOptions.
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With respect to increasing the Priority Customer route-out fee, the
Exchange believes the proposed fee change does not impose a burden on
competition because the proposed fee is consistent with fees charged by
other exchanges and will uniformly apply to all Priority Customer
orders in Standard Options and Mini Options that are routed out to
other exchanges for linkage executions. The Exchange notes that Members
can and do route these orders to other markets or specify that ISE not
route orders away on their behalf.
The Exchange notes that it operates in a highly competitive market
in which market participants can readily direct their order flow to
competing venues. In such an environment, the Exchange must continually
review, and consider adjusting, its fees and rebates to remain
competitive with other exchanges. For the reasons described above, the
Exchange believes that the proposed fee changes reflects this
competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
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)(ii) of the Act \14\ and subparagraph (f)(2) of Rule 19b-4
thereunder,\15\ because it establishes a due, fee, or other charge
imposed by ISE.
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\14\ 15 U.S.C. 78s(b)(3)(A)(ii).
\15\ 17 CFR 240.19b-4(f)(2).
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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 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-ISE-2013-50 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-ISE-2013-50. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington DC, 20549, on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal 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-ISE-2013-50,
and should be submitted on or before November 12, 2013.
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\16\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-24646 Filed 10-21-13; 8:45 am]
BILLING CODE 8011-01-P