Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Options Fee Schedule Regarding the Applicable Lead Market Maker Rights Fee for Low-Volume Issues, 68108-68110 [2013-27042]
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sroberts on DSK5SPTVN1PROD with NOTICES
68108
Federal Register / Vol. 78, No. 219 / Wednesday, November 13, 2013 / Notices
markets which may not afford the same
protections. The exemption facilitates
the domestic investment by
sophisticated U.S. investors in a major
foreign issuer and thus encourages the
opening of the U.S. capital markets to
foreign entities and the free flow of
capital between the United States and
New Zealand. The exemption may also
help achieve a more liquid and efficient
institutional resale market in the United
States for the Installment Receipts.
This limited exemption is granted
without necessarily agreeing or
disagreeing with the analysis in your
Request. It is based solely on the
representations contained in your letter,
particularly the following:
1. At the present time, the Crown
owns 100% of the issued ordinary
shares of Meridian and, as part of the
Crown’s partial privatization program
with regard to its direct holding of the
Shares, the Commonwealth intends to
sell approximately 49% of its existing
shareholding in Meridian.
2. It is anticipated that the gross
proceeds of the Proposed Global
Offering will be approximately NZ$2.5
billion (approximately US$2.0 billion
using the NZ$/US$ exchange rate as of
July 29, 2013);
3. No more than 20% of the total
numbers of Shares being offered will be
sold in the Proposed U.S. Offering, and
the Proposed U.S. Offering will only be
open to sophisticated U.S. investors that
are QIBs within the meaning of Rule
144A under the Securities Act of 1933.
4. Not less than 50% of the total
purchase price will be payable on or
before the date of the initial closing of
the Proposed Global Offering, and the
remainder will be paid in a second final
installment payable not more than 24
months after the initial closing of the
Proposed Global Offering.
5. New Zealand will be the largest
market for the Shares (with the current
expectation that at least 70% of the
Proposed Global Offering will be sold to
New Zealand investors), and thus the
New Zealand market will dictate the
terms, and to a large extent the
structure, of the Proposed Global
Offering.
6. An offering-by-installment
structure is a customary feature of large
financings in New Zealand and
Australia, and installment and partly
paid structures have been used in
numerous other transactions in New
Zealand and Australia in recent years.
Conclusion
It is therefore ordered, that Joint Lead
Managers and U.S. Selling Agents are
exempt from the arranging prohibitions
contained in Section 11(d)(1) in
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connection with the transactions
involving the Shares under the
circumstances described above and in
your Request.
This exemption from Section 11(d)(1)
is strictly limited to transactions
involving the Shares under the
circumstances described above and in
your Request. Notably, this limited
exemption from the arranging
prohibitions contained in Section
11(d)(1) applies solely to the
installment-payment structure of the
Proposed Global Offering, and not to
any other extension or maintenance of
credit, or any other arranging for the
extension or maintenance of credit, on
the Shares or the Installment Receipts
by a Joint Lead Manager or U.S. Selling
Agent. In the event that any material
change occurs with respect to any of the
facts you have presented or the
representations you have made, such
transactions should be discontinued,
pending presentation of the facts for our
consideration. We express no view with
respect to any other questions the
proposed transactions may raise,
including, but not limited to, the
applicability of other federal and state
laws or rules of any self-regulatory
organization to the Proposed Global
Offering.
You request, under 17 CFR 200.81(b),
that your Request and this response be
accorded confidential treatment until
after the Proposed Global Offering is
made public, or 60 days from the date
of your Request, whichever first occurs.
Because we believe that your request for
confidential treatment is reasonable and
appropriate, we grant it.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.5
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–27100 Filed 11–12–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70818; File No. SR–
NYSEArca–2013–114]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Options Fee Schedule Regarding the
Applicable Lead Market Maker Rights
Fee for Low-Volume Issues
November 6, 2013.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2and Rule 19b–4 thereunder,3
notice is hereby given that, on October
31, 2013, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the 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 Exchange proposes to amend the
NYSE Arca Options Fee Schedule (‘‘Fee
Schedule’’) regarding the applicable
Lead Market Maker (‘‘LMM’’) rights fee
for low-volume issues within the first
six months of being listed on the
Exchange. 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.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
1 15
U.S.C.78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
5 17
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listed on any other market. After six
months from the date of listing on the
Exchange, the standard fee for the
lowest-volume LMM rights fee tier
would apply.7 The Exchange proposes
1. Purpose
that this six-month period also apply to
The Exchange proposes to amend the
a new issue listed on the Exchange
Fee Schedule regarding the applicable
between October 1, 2013 and the
LMM rights fee for low-volume issues
implementation date of this proposal
within the first six months of being
(i.e., November 1, 2013) if the issue was
listed on the Exchange. The Exchange
not listed on another market at the time
proposes to implement the fee change
of initial listing on the Exchange, except
effective November 1, 2013.
that the proposed six-month period
OTP Firms acting as LMMs are
would be decreased by the amount of
assessed a fee for LMM rights for each
time that the issue has already been
appointed issue.4 The LMM rights fee is listed on the Exchange.8
based on the average national daily
The Exchange also proposes to make
volume (‘‘ADV’’) of Customer contracts
certain non-substantive changes to
traded in that issue.5 The LMM rights
better organize the text that
fees are assessed at the end of each
accompanies the LMM rights fee table in
month on each issue that an LMM holds the Fee Schedule, which was added
in its LMM appointment. Currently, the when the Exchange introduced the
LMM rights fees are charged as follows:
lowest-volume LMM rights fee tier.9
First, the Exchange proposes to delete
Monthly
the reference to ‘‘grandfathering,’’ while
ADV of customer contracts
issue fee
at the same time adding detail to specify
0–100 ........................................
$125 that this sentence is referring to issues
101–1,000 .................................
45 listed before October 1, 2013 with an
1,001 to 2,000 ..........................
75 ADV of Customer contracts of 0–100.
2,001 to 5,000 ..........................
200 The ‘‘grandfathering’’ reference was
5,001 to 15,000 ........................
375 added to explain the fees applicable to
15,001 to 100,000 ....................
750 issues that were already listed on the
Over 100,000 ............................
1,500 Exchange when the lowest-volume
LMM rights fee tier was introduced,10
The Exchange introduced the current
but it is not necessary and could be
lowest-volume LMM rights fee tier on
confusing in light of the six-month
October 1, 2013 and set the
period proposed herein for newly-listed
corresponding $125 fee at a level that is issues on the Exchange. Second, the
designed to balance the Exchange’s
Exchange proposes to specify that the
revenue with the cost of listing lowreference to ‘‘existing options’’ refers to
volume issues.6 This lowest-volume
issues listed on the Exchange before
LMM rights fee tier currently applies to
October 1, 2013. Finally, the Exchange
(i) issues listed on the Exchange on or
proposes to clearly distinguish the two
after October 1, 2013 or (ii) issues listed categories of issues for which the fee for
before October 1, 2013 that are
the lowest-volume LMM rights fee tier
reallocated to a new LMM on or after
would apply, which would be (i) a new
October 1, 2013. All other issues are
issue listed on the Exchange on or after
grandfathered, such that the LMM rights October 1, 2013, except that the fee for
fee for the next highest tier applies
the next highest tier would apply during
instead, which is currently $45.
the first six months after listing on the
The Exchange proposes that, for
Exchange if the issue is not listed on
issues listed on the Exchange on or after any other market as of the date of
October 1, 2013 for which the lowestlisting, or (ii) an issue that was listed on
volume LMM rights fee tier would apply the Exchange before October 1, 2013
(i.e., issues with an ADV of Customer
contracts of 0–100 contracts), the fee for
7 As is currently the case, if the ADV of Customer
the next highest tier would apply
contracts for the issue corresponded to a different
LMM rights fee tier, the corresponding fee for that
instead for a period of six months from
different tier would apply, including during the sixthe date of listing on the Exchange if, at
month period proposed herein.
the time of initial listing, the issue is not
8 For example, if a new issue was listed on the
sroberts on DSK5SPTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
4 ‘‘OTP
Firm’’ is defined in NYSE Arca Rule
1.1(r). ‘‘Market Maker’’ is defined in NYSE Arca
Rule 6.32. ‘‘Lead Market Maker’’ is defined in NYSE
Arca Rule 6.82.
5 The term ‘‘Customer’’ excludes a broker-dealer.
See NYSE Arca Rule 6.1A(a)(4).
6 See Securities Exchange Act Release No. 70503
(September 25, 2013), 78 FR 60364 (October 1,
2013) (SR–NYSEArca–2013–95).
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Exchange on October 1, 2013 and qualifies for the
lowest-volume LMM rights fee tier, beginning
November 1, 2013 the fee for the next highest tier
would apply instead for the next five months. The
standard fee for the lowest-volume LMM rights fee
tier would apply to such issue during October 2013.
The Exchange is not proposing any retroactive fees
as part of this filing.
9 See supra note 6.
10 Id.
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68109
that is reallocated to a new LMM on or
after October 1, 2013.
The proposed change is not otherwise
intended to address any other issues,
and the Exchange is not aware of any
problems that LMMs would have in
complying with the proposed change.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,11 in general, and
furthers the objectives of Sections
6(b)(4) and (5) of the Act,12 in particular,
because it provides for the equitable
allocation of reasonable dues, fees, and
other charges among its members,
issuers and other persons using its
facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes that the
proposed change is reasonable because
applying the lower LMM rights fee of
$45 to LMMs appointed to issues with
an ADV of Customer contracts of 0–100
contracts would create an incentive for
LMMs to request appointments during
the first six months that such lowvolume issues are listed on the
Exchange. This would provide a specific
period of time during which trading
interest in the newly-listed issues would
be generated, but without the appointed
LMMs being subject to the higher LMM
rights fee that corresponds to the lowestvolume LMM rights fee tier. The
Exchange believes that this may
increase the likelihood of LMMs seeking
appointments to low-volume issues
during their initial listing on the
Exchange, which would contribute to
increased levels of available liquidity on
the Exchange and therefore benefit
investors.
The Exchange believes that the
proposed change is equitable and not
unfairly discriminatory because it
would apply to all new issues listed on
the Exchange with an ADV of Customer
contracts of 0–100 contracts, and all
LMMs appointed thereto, during the
first six months of listing on the
Exchange if the issue is not listed on
another market at the time of initial
listing on the Exchange. The proposed
change is also equitable and not unfairly
discriminatory because the overall
quality of the Exchange’s market could
benefit from the liquidity provided by
LMMs appointed to these low-volume
issues during the first six months of
listing on the Exchange, which would
contribute to the Exchange balancing its
cost and revenue when listing such lowvolume issues.
11 15
12 15
E:\FR\FM\13NON1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
13NON1
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The proposed change is also equitable
and not unfairly discriminatory because
of the uncertainty surrounding issues to
which this proposed change would
apply. Specifically, because such issues
would not be listed on any other market
at the time an LMM would be
appointed, such an LMM would not be
able to predict that the ADV of
Customer contracts would correspond to
the lowest-volume LMM rights fee tier
and therefore that the higher
corresponding fee would apply. The
Exchange believes that the proposed
change would account for this
uncertainty by providing LMMs with a
specified period of time after an issue is
listed on the Exchange, during which
the higher fee for the lowest-volume
LMM rights fee tier would not apply.
The Exchange believes that six months
is a reasonable period of time because
new issues may take several months to
generate meaningful trading volume on
the Exchange. This could be
compounded if other option exchanges
do not list the new issue on their
markets. However, even when another
option exchange lists the new issue
within a short period of time after its
initial listing on the Exchange, trading
interest in such issue could still take
several months to increase to a point
where the Exchange believes it would
be reasonable and equitable to apply the
higher fee for the lowest-volume LMM
rights fee tier.
Finally, the Exchange believes that it
is subject to significant competitive
forces, as described below in the
Exchange’s statement regarding the
burden on competition.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,13 the Exchange does not believe
that the proposed rule change will
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
The proposed change would enhance
competition by creating an incentive for
LMMs to seek appointments in lowvolume issues that are not listed on
other markets. The Exchange does not
believe that the proposed change would
burden competition among LMMs
because LMMs apply for such
appointments based on their own
business decisions.
Finally, the Exchange 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. In such an environment,
the Exchange must continually review,
and consider adjusting, its fees and
credits to remain competitive with other
exchanges. For the reasons described
above, the Exchange believes that the
proposed rule change reflects this
competitive environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 14 of the Act and
subparagraph (f)(2) of Rule 19b–4 15
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
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) 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–
NYSEArca–2013–114 on the subject
line.
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2013–114. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2013–114, and should be
submitted on or before December 4,
2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013–27042 Filed 11–12–13; 8:45 am]
BILLING CODE 8011–01–P
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
14 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
16 15 U.S.C. 78s(b)(2)(B).
15 17
13 5
U.S.C. 78f(b)(8).
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CFR 200.30–3(a)(12).
13NON1
Agencies
[Federal Register Volume 78, Number 219 (Wednesday, November 13, 2013)]
[Notices]
[Pages 68108-68110]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-27042]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70818; File No. SR-NYSEArca-2013-114]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Options Fee Schedule Regarding the Applicable Lead Market Maker
Rights Fee for Low-Volume Issues
November 6, 2013.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on October 31, 2013, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the 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\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to amend the NYSE Arca Options Fee Schedule
(``Fee Schedule'') regarding the applicable Lead Market Maker (``LMM'')
rights fee for low-volume issues within the first six months of being
listed on the Exchange. 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.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
[[Page 68109]]
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule regarding the
applicable LMM rights fee for low-volume issues within the first six
months of being listed on the Exchange. The Exchange proposes to
implement the fee change effective November 1, 2013.
OTP Firms acting as LMMs are assessed a fee for LMM rights for each
appointed issue.\4\ The LMM rights fee is based on the average national
daily volume (``ADV'') of Customer contracts traded in that issue.\5\
The LMM rights fees are assessed at the end of each month on each issue
that an LMM holds in its LMM appointment. Currently, the LMM rights
fees are charged as follows:
---------------------------------------------------------------------------
\4\ ``OTP Firm'' is defined in NYSE Arca Rule 1.1(r). ``Market
Maker'' is defined in NYSE Arca Rule 6.32. ``Lead Market Maker'' is
defined in NYSE Arca Rule 6.82.
\5\ The term ``Customer'' excludes a broker-dealer. See NYSE
Arca Rule 6.1A(a)(4).
------------------------------------------------------------------------
Monthly
ADV of customer contracts issue fee
------------------------------------------------------------------------
0-100...................................................... $125
101-1,000.................................................. 45
1,001 to 2,000............................................. 75
2,001 to 5,000............................................. 200
5,001 to 15,000............................................ 375
15,001 to 100,000.......................................... 750
Over 100,000............................................... 1,500
------------------------------------------------------------------------
The Exchange introduced the current lowest-volume LMM rights fee
tier on October 1, 2013 and set the corresponding $125 fee at a level
that is designed to balance the Exchange's revenue with the cost of
listing low-volume issues.\6\ This lowest-volume LMM rights fee tier
currently applies to (i) issues listed on the Exchange on or after
October 1, 2013 or (ii) issues listed before October 1, 2013 that are
reallocated to a new LMM on or after October 1, 2013. All other issues
are grandfathered, such that the LMM rights fee for the next highest
tier applies instead, which is currently $45.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 70503 (September 25,
2013), 78 FR 60364 (October 1, 2013) (SR-NYSEArca-2013-95).
---------------------------------------------------------------------------
The Exchange proposes that, for issues listed on the Exchange on or
after October 1, 2013 for which the lowest-volume LMM rights fee tier
would apply (i.e., issues with an ADV of Customer contracts of 0-100
contracts), the fee for the next highest tier would apply instead for a
period of six months from the date of listing on the Exchange if, at
the time of initial listing, the issue is not listed on any other
market. After six months from the date of listing on the Exchange, the
standard fee for the lowest-volume LMM rights fee tier would apply.\7\
The Exchange proposes that this six-month period also apply to a new
issue listed on the Exchange between October 1, 2013 and the
implementation date of this proposal (i.e., November 1, 2013) if the
issue was not listed on another market at the time of initial listing
on the Exchange, except that the proposed six-month period would be
decreased by the amount of time that the issue has already been listed
on the Exchange.\8\
---------------------------------------------------------------------------
\7\ As is currently the case, if the ADV of Customer contracts
for the issue corresponded to a different LMM rights fee tier, the
corresponding fee for that different tier would apply, including
during the six-month period proposed herein.
\8\ For example, if a new issue was listed on the Exchange on
October 1, 2013 and qualifies for the lowest-volume LMM rights fee
tier, beginning November 1, 2013 the fee for the next highest tier
would apply instead for the next five months. The standard fee for
the lowest-volume LMM rights fee tier would apply to such issue
during October 2013. The Exchange is not proposing any retroactive
fees as part of this filing.
---------------------------------------------------------------------------
The Exchange also proposes to make certain non-substantive changes
to better organize the text that accompanies the LMM rights fee table
in the Fee Schedule, which was added when the Exchange introduced the
lowest-volume LMM rights fee tier.\9\ First, the Exchange proposes to
delete the reference to ``grandfathering,'' while at the same time
adding detail to specify that this sentence is referring to issues
listed before October 1, 2013 with an ADV of Customer contracts of 0-
100. The ``grandfathering'' reference was added to explain the fees
applicable to issues that were already listed on the Exchange when the
lowest-volume LMM rights fee tier was introduced,\10\ but it is not
necessary and could be confusing in light of the six-month period
proposed herein for newly-listed issues on the Exchange. Second, the
Exchange proposes to specify that the reference to ``existing options''
refers to issues listed on the Exchange before October 1, 2013.
Finally, the Exchange proposes to clearly distinguish the two
categories of issues for which the fee for the lowest-volume LMM rights
fee tier would apply, which would be (i) a new issue listed on the
Exchange on or after October 1, 2013, except that the fee for the next
highest tier would apply during the first six months after listing on
the Exchange if the issue is not listed on any other market as of the
date of listing, or (ii) an issue that was listed on the Exchange
before October 1, 2013 that is reallocated to a new LMM on or after
October 1, 2013.
---------------------------------------------------------------------------
\9\ See supra note 6.
\10\ Id.
---------------------------------------------------------------------------
The proposed change is not otherwise intended to address any other
issues, and the Exchange is not aware of any problems that LMMs would
have in complying with the proposed change.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\11\ in general, and furthers the
objectives of Sections 6(b)(4) and (5) of the Act,\12\ in particular,
because it provides for the equitable allocation of reasonable dues,
fees, and other charges among its members, issuers and other persons
using its facilities and does not unfairly discriminate between
customers, issuers, brokers or dealers.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the proposed change is reasonable
because applying the lower LMM rights fee of $45 to LMMs appointed to
issues with an ADV of Customer contracts of 0-100 contracts would
create an incentive for LMMs to request appointments during the first
six months that such low-volume issues are listed on the Exchange. This
would provide a specific period of time during which trading interest
in the newly-listed issues would be generated, but without the
appointed LMMs being subject to the higher LMM rights fee that
corresponds to the lowest-volume LMM rights fee tier. The Exchange
believes that this may increase the likelihood of LMMs seeking
appointments to low-volume issues during their initial listing on the
Exchange, which would contribute to increased levels of available
liquidity on the Exchange and therefore benefit investors.
The Exchange believes that the proposed change is equitable and not
unfairly discriminatory because it would apply to all new issues listed
on the Exchange with an ADV of Customer contracts of 0-100 contracts,
and all LMMs appointed thereto, during the first six months of listing
on the Exchange if the issue is not listed on another market at the
time of initial listing on the Exchange. The proposed change is also
equitable and not unfairly discriminatory because the overall quality
of the Exchange's market could benefit from the liquidity provided by
LMMs appointed to these low-volume issues during the first six months
of listing on the Exchange, which would contribute to the Exchange
balancing its cost and revenue when listing such low-volume issues.
[[Page 68110]]
The proposed change is also equitable and not unfairly
discriminatory because of the uncertainty surrounding issues to which
this proposed change would apply. Specifically, because such issues
would not be listed on any other market at the time an LMM would be
appointed, such an LMM would not be able to predict that the ADV of
Customer contracts would correspond to the lowest-volume LMM rights fee
tier and therefore that the higher corresponding fee would apply. The
Exchange believes that the proposed change would account for this
uncertainty by providing LMMs with a specified period of time after an
issue is listed on the Exchange, during which the higher fee for the
lowest-volume LMM rights fee tier would not apply. The Exchange
believes that six months is a reasonable period of time because new
issues may take several months to generate meaningful trading volume on
the Exchange. This could be compounded if other option exchanges do not
list the new issue on their markets. However, even when another option
exchange lists the new issue within a short period of time after its
initial listing on the Exchange, trading interest in such issue could
still take several months to increase to a point where the Exchange
believes it would be reasonable and equitable to apply the higher fee
for the lowest-volume LMM rights fee tier.
Finally, the Exchange believes that it is subject to significant
competitive forces, as described below in the Exchange's statement
regarding the burden on competition.
For these reasons, the Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\13\ the Exchange
does not believe that the proposed rule change will impose any burden
on competition that is not necessary or appropriate in furtherance of
the purposes of the Act. The proposed change would enhance competition
by creating an incentive for LMMs to seek appointments in low-volume
issues that are not listed on other markets. The Exchange does not
believe that the proposed change would burden competition among LMMs
because LMMs apply for such appointments based on their own business
decisions.
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\13\ 5 U.S.C. 78f(b)(8).
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Finally, the Exchange 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. In such an environment, the Exchange must continually
review, and consider adjusting, its fees and credits to remain
competitive with other exchanges. For the reasons described above, the
Exchange believes that the proposed rule change reflects this
competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \14\ of the Act and subparagraph (f)(2) of Rule
19b-4 \15\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\14\ 15 U.S.C. 78s(b)(3)(A).
\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 under
Section 19(b)(2)(B) \16\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\16\ 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-NYSEArca-2013-114 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-NYSEArca-2013-114. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEArca-2013-114, and
should be submitted on or before December 4, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Elizabeth M. Murphy,
Secretary.
[FR Doc. 2013-27042 Filed 11-12-13; 8:45 am]
BILLING CODE 8011-01-P