Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Establish Fees Under Rule 7030(d) for Use of the Carteret NASDAQ Testing Facility Test Environment, 69485-69487 [2013-27617]
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69485
Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A)(ii) of the Act 12 and
subparagraph (f)(6) of Rule 19b–4
thereunder.13
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–
Phlx–2013–112 on the subject line.
TKELLEY on DSK3SPTVN1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Elizabeth M. Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–Phlx–2013–112. 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
12 15
U.S.C. 78s(b)(3)(a)(ii).
13 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.
VerDate Mar<15>2010
17:21 Nov 18, 2013
Jkt 232001
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–Phlx–
2013–112, and should be submitted on
or before December 10, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–27629 Filed 11–18–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70851; File No. SR–
NASDAQ–2013–137]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Establish
Fees Under Rule 7030(d) for Use of the
Carteret NASDAQ Testing Facility Test
Environment
November 13, 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 November
8, 2013, The NASDAQ Stock Market
LLC (‘‘NASDAQ’’ or the ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) a
proposed rule change as described in
Items I, II and III below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
NASDAQ proposes to establish fees
under Rule 7030(d) for use of the
NASDAQ Testing Facility (‘‘NTF’’) test
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Sfmt 4703
environment located in Carteret, New
Jersey, which will provide a virtual
trading environment for testing.
NASDAQ will begin assessing the fees
on or about November 11, 2013;
however, the installation fee will be
waived for subscriptions ordered
through March 31, 2014.
The text of the proposed rule change
is below. Proposed new language is
italicized.
*
*
*
*
*
7030. Other Services
(a)–(c) No change.
(d) Nasdaq Testing Facilit[y]ies
Nasdaq operates two test
environments. One is located in
Ashburn, Virginia and the other in
Carteret, New Jersey. Unless otherwise
noted, reference to the ‘‘Nasdaq Testing
Facility’’ or ‘‘NTF’’ applies to both
environments.
(1) The following fees are assessed for
access to the Nasdaq Testing Facility:
(A) Subscribers that conduct tests of
the computer-to-computer interface
(CTCI) and the Financial Information
Exchange (FIX) interface to ACT and
ACES access protocols through the
Nasdaq Testing Facility (NTF) shall pay
the following charges:
$285/hour for Active Connection testing
during the normal operating hours of the
NTF;
No Charge for Idle Connection testing;
$333/hour for Active Connection testing at
all times other than the normal operating
hours of the NTF.
(B) Subscribers that conduct tests of
all Nasdaq access protocol connections
not included in paragraph (A) above or
of market data vendor feeds through the
Nasdaq Testing Facility shall pay $300
per port, per month.
(C) Subscribers to the Nasdaq Testing
Facility located in Carteret, New Jersey
shall pay a fee of $1,000 per hand-off,
per month for connection to the NTF.
The hand-off fee includes either a 1Gb
or 10Gb switch port and a cross connect
to the NTF. Subscribers shall also pay
a one-time installation fee of $1,000 per
hand-off, which is waived for all
installations ordered prior to March 31,
2014.
(2)–(6) No change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
NASDAQ included statements
concerning the purpose of, and basis for,
E:\FR\FM\19NON1.SGM
19NON1
69486
Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
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.
TKELLEY on DSK3SPTVN1PROD with NOTICES
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NASDAQ is proposing to amend Rule
7030(d) to establish fees for connection
to a test environment. Specifically,
NASDAQ proposes a one-time, per
hand-off installation fee and a per handoff monthly fee assessed for direct
connectivity to the NASDAQ Testing
Facility 3 test environment located in
Carteret, New Jersey (‘‘Carteret’’), which
is also the location of NASDAQ’s
primary trading System.4 The NTF
provides subscribers with a virtual
NASDAQ System test environment that
closely approximates the production
environment and on which they may
test their automated systems that
integrate with NASDAQ. For example,
the NTF provides subscribers a virtual
System environment for testing
upcoming NASDAQ releases and
product enhancements, as well as
testing firm software prior to
implementation.
The NTF is currently housed solely in
NASDAQ’s Ashburn, Virginia facility
(‘‘Ashburn’’). In addition to housing the
NTF, Ashburn is also a NASDAQ
disaster recovery facility and, as such,
some member firms connect to Ashburn
for disaster recovery purposes in
addition to trading system testing.
NASDAQ currently assesses fees on
members for physical connectivity to
Ashburn.5 In addition, member firms
pay fees to third party connectivity
providers to provide connection from
the member firm to Ashburn. The
relatively large distance to [sic] between
the Ashburn Testing Facility and the
majority of NASDAQ OMX firms results
in expensive connectivity costs for
customers that connect via
telecommunication providers. As a
consequence, a large majority of
member firms do [sic] not connect to
Ashburn for NTF connectivity. In an
3 See https://www.nasdaqtrader.com/
Trader.aspx?id=TestingFacility for a description of
the NTF.
4 As defined by Rule 4751(a). NASDAQ’s System
is mirrored at other locations as well.
5 NASDAQ assesses fees for direct connection to
Ashburn and fees for co-location connectivity. See
Rules 7051 and 7034(b), respectively.
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Jkt 232001
effort to improve the utility of the NTF,
NASDAQ is developing a test
environment located in Carteret that
will provide the same functionality as
the trading testing functionality of
Ashburn, yet more closely approximate
the live trading environment due to its
proximity to the System and upgraded
hardware. In particular, the Carteret test
environment will take advantage of
technology upgrades NASDAQ is
making to its trading-related systems.
Unlike the Ashburn test environment,
the Carteret test environment will
provide dedicated connectivity to the
facility via a cross-connection to either
a member firm’s direct connection
router in Carteret or its co-location
cabinet.6 NASDAQ will ultimately
sunset the trading testing functionality
at Ashburn, yet retain post trade
reporting and ACES functionality at that
location.7
NASDAQ notes that, because the
Carteret facility also houses the System,
subscribers to the Carteret test
environment will no longer need to pay
for third party connectivity to Ashburn
if the sole purpose for connecting to
Ashburn is for trading testing. Such
member firms may use an existing
connection to Carteret to access the NTF
through the use of a dedicated switch
port and cross connect within the
facility. NASDAQ is proposing to assess
a fee for connection to the test
environment within the Carteret facility.
Specifically, NASDAQ proposes
assessing a $1,000 per hand-off, per
month fee assessed for connectivity to
the Carteret test environment for either
1Gb or 10Gb, and a one-time per handoff installation fee of $1,000, which will
cover NASDAQ’s costs incurred in
setting up a subscriber in the Carteret
facility. NASDAQ is proposing to waive
the installation fee through March 31,
2014, after which NASDAQ will begin
phasing out trading testing at the
Ashburn test environment.
NASDAQ is also making a minor
clarifying change to the rule in light of
the operation of dual NTF test
environments.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 8 in general, and with
6 Member firms currently use their connectivity to
the Ashburn test environment for both testing and
disaster recovery purposes.
7 NASDAQ is not upgrading the hardware used
for post trade reporting and ACES testing at this
time, but may do so in the future. As noted, the new
hardware implemented in the Carteret test
environment is part of the larger technology
upgrade to the System’s hardware also located in
Carteret.
8 15 U.S.C. 78f(b).
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Frm 00125
Fmt 4703
Sfmt 4703
Sections 6(b)(4) and 6(b)(5) of the Act,9
in particular. NASDAQ believes that
proposal is with Section 6(b)(4) of the
Act 10 in that it provides for the
equitable allocation of reasonable dues,
fees and other charges among members
and issuers and other persons using any
facility or system which the Exchange
operates or controls. The new fees are
equitably allocated because all member
firms receive connectivity to the
Carteret test environment for the same
fee. NASDAQ believes that offering
subscribers the option to subscribe to
either 1Gb or 10Gb for the same fee is
an equitable allocation because, unlike
the live trading environment, there is no
competitive advantage to possessing a
higher capacity switch port in the test
environment. The test environment is
designed to closely mirror the live
trading environment for participants,
including matching the capacity of each
participant’s live environment switch
port. In the absence of any competitive
advantage, charging a uniform fee for
both 1Gb and 10Gb switch ports is an
equitable allocation of fees. NASDAQ
believes that charging a uniform fee
rather than mirroring the fees for the
live trading environment 11 will
encourage member firms to subscribe to
Carteret, and further encourage those
that subscribe to use the same hardware
as is used by them for connectivity to
the live trading environment. NASDAQ
also believes that waiver of the
installation fee for all installations
ordered prior to March 31, 2014 is an
equitable allocation as it is available to
all member firms during the time frame;
thus any member firm may avail itself
of the free period if it so chooses.
The new fees are reasonable because
they are designed to cover the costs
NASDAQ has incurred in developing
and offering the new test environment.
The proposed fee should allow the
Exchange to recoup these costs and
make a profit, while providing member
firms with a superior test environment
that more closely mirrors that of the live
trading environment on NASDAQ.
NASDAQ believes that offering both
1Gb and 10Gb connectivity for the same
fee is reasonable as the increased
incremental cost it incurs by offering the
10Gb switch port at the lower fee is
outweighed by the benefit all
subscribers will receive if Carteret
participants use hardware identical to
what they use in the live trading
environment, hence furthering the goal
9 15
U.S.C. 78f(b)(4) and (5).
U.S.C. 78f(b)(4).
11 Members are assessed a monthly fees of $5,000
for 10 Gb and $1,000 for 1 Gb direct connectivity
to NASDAQ. See Rule 7051.
10 15
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19NON1
TKELLEY on DSK3SPTVN1PROD with NOTICES
Federal Register / Vol. 78, No. 223 / Tuesday, November 19, 2013 / Notices
of creating a test environment that
closely mirrors the live trading
environment. Waiver of the installation
fee for a limited period is reasonable
because NASDAQ believes such a
waiver will attract new users to the test
environment, thus ensuring a certain
minimum level of monthly revenue to
support the facility initially.
The Exchange also believes the
proposal furthers the objectives of
Section 6(b)(5) of the Act 12 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 and is not designed to
permit unfair discrimination between
customer [sic], issuers, brokers and
dealers. NASDAQ does not believe that
the proposed fees are unfairly
discriminatory to subscribers to 10Gb
live trading environment connectivity
because, unlike the live trading
environment where the capacity of
connectivity to NASDAQ may confer a
competitive advantage to a market
participant and therefore price
differentiation is appropriate for the
benefit conferred, there is no such
benefit conferred in the trade test
environment. NASDAQ does not believe
that the proposed fees are unfairly
discriminatory among subscribers to the
Carteret test facility because all member
firms that subscribe to the service will
be assessed the same fees. Because the
proposed fees do not discriminate
between 1Gb and 10Gb connectivity
options, member firms are able to
subscribe to Carteret without regard to
the cost of their switch port capacity
election. NASDAQ believes that by not
discriminating on this basis it will
encourage participants to connect to the
Carteret test environment in the same
manner as they do to the live trading
environment, and thereby help Carteret
more closely mirror the live test
environment, as discussed above.
Providing a more useful and accurate
test environment will serve to improve
live trading on NASDAQ and the
national market system by permitting
member firms the ability to accurately
test changes prior to implementing them
in the live trading environment, thereby
reducing the likelihood of a potentially
disruptive system failure in the live
trading environment, which has the
potential to affect all market
participants. Last, NASDAQ does not
believe that waiver of the installation
fee is unfairly discriminatory as it is
uniformly applied for a limited time,
during which any member firm may
subscribe.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
Because the new test environment more
closely approximates the live trading
environment, subscribing member firms
will be able to more accurately test their
trading systems and avoid potentially
disruptive system failures in the live
trading environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing change has become
effective pursuant to Section 19(b)(3)(A)
of the Act,13 and paragraph (f)(2)14 of
Rule 19b–4, thereunder.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
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–2013–137 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–2013–137. This
12 15
U.S.C. 78s(b)(3)(A).
14 17 CFR 240.19b–4(f)(2).
U.S.C. 78f(b)(5).
VerDate Mar<15>2010
17:21 Nov 18, 2013
Jkt 232001
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 will also 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–
NASDAQ–2013–137 and should be
submitted on or before December 10,
2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–27617 Filed 11–18–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70857; File No. SR–CBOE–
2013–107]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change To Amend Its
Rules Regarding Option Orders That
Are Tied to Stock Orders
November 13, 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 October
31, 2013, Chicago Board Options
15 17
13 15
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69487
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\19NON1.SGM
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Agencies
[Federal Register Volume 78, Number 223 (Tuesday, November 19, 2013)]
[Notices]
[Pages 69485-69487]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-27617]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70851; File No. SR-NASDAQ-2013-137]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Establish Fees Under Rule 7030(d) for Use of the Carteret NASDAQ
Testing Facility Test Environment
November 13, 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 November 8, 2013, The NASDAQ Stock Market LLC (``NASDAQ'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') a proposed rule change as described in Items I, 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
NASDAQ proposes to establish fees under Rule 7030(d) for use of the
NASDAQ Testing Facility (``NTF'') test environment located in Carteret,
New Jersey, which will provide a virtual trading environment for
testing. NASDAQ will begin assessing the fees on or about November 11,
2013; however, the installation fee will be waived for subscriptions
ordered through March 31, 2014.
The text of the proposed rule change is below. Proposed new
language is italicized.
* * * * *
7030. Other Services
(a)-(c) No change.
(d) Nasdaq Testing Facilit[y]ies
Nasdaq operates two test environments. One is located in Ashburn,
Virginia and the other in Carteret, New Jersey. Unless otherwise noted,
reference to the ``Nasdaq Testing Facility'' or ``NTF'' applies to both
environments.
(1) The following fees are assessed for access to the Nasdaq
Testing Facility:
(A) Subscribers that conduct tests of the computer-to-computer
interface (CTCI) and the Financial Information Exchange (FIX) interface
to ACT and ACES access protocols through the Nasdaq Testing Facility
(NTF) shall pay the following charges:
$285/hour for Active Connection testing during the normal operating
hours of the NTF;
No Charge for Idle Connection testing;
$333/hour for Active Connection testing at all times other than the
normal operating hours of the NTF.
(B) Subscribers that conduct tests of all Nasdaq access protocol
connections not included in paragraph (A) above or of market data
vendor feeds through the Nasdaq Testing Facility shall pay $300 per
port, per month.
(C) Subscribers to the Nasdaq Testing Facility located in Carteret,
New Jersey shall pay a fee of $1,000 per hand-off, per month for
connection to the NTF. The hand-off fee includes either a 1Gb or 10Gb
switch port and a cross connect to the NTF. Subscribers shall also pay
a one-time installation fee of $1,000 per hand-off, which is waived for
all installations ordered prior to March 31, 2014.
(2)-(6) No change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, NASDAQ included statements
concerning the purpose of, and basis for,
[[Page 69486]]
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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
NASDAQ is proposing to amend Rule 7030(d) to establish fees for
connection to a test environment. Specifically, NASDAQ proposes a one-
time, per hand-off installation fee and a per hand-off monthly fee
assessed for direct connectivity to the NASDAQ Testing Facility \3\
test environment located in Carteret, New Jersey (``Carteret''), which
is also the location of NASDAQ's primary trading System.\4\ The NTF
provides subscribers with a virtual NASDAQ System test environment that
closely approximates the production environment and on which they may
test their automated systems that integrate with NASDAQ. For example,
the NTF provides subscribers a virtual System environment for testing
upcoming NASDAQ releases and product enhancements, as well as testing
firm software prior to implementation.
---------------------------------------------------------------------------
\3\ See https://www.nasdaqtrader.com/Trader.aspx?id=TestingFacility for a description of the NTF.
\4\ As defined by Rule 4751(a). NASDAQ's System is mirrored at
other locations as well.
---------------------------------------------------------------------------
The NTF is currently housed solely in NASDAQ's Ashburn, Virginia
facility (``Ashburn''). In addition to housing the NTF, Ashburn is also
a NASDAQ disaster recovery facility and, as such, some member firms
connect to Ashburn for disaster recovery purposes in addition to
trading system testing. NASDAQ currently assesses fees on members for
physical connectivity to Ashburn.\5\ In addition, member firms pay fees
to third party connectivity providers to provide connection from the
member firm to Ashburn. The relatively large distance to [sic] between
the Ashburn Testing Facility and the majority of NASDAQ OMX firms
results in expensive connectivity costs for customers that connect via
telecommunication providers. As a consequence, a large majority of
member firms do [sic] not connect to Ashburn for NTF connectivity. In
an effort to improve the utility of the NTF, NASDAQ is developing a
test environment located in Carteret that will provide the same
functionality as the trading testing functionality of Ashburn, yet more
closely approximate the live trading environment due to its proximity
to the System and upgraded hardware. In particular, the Carteret test
environment will take advantage of technology upgrades NASDAQ is making
to its trading-related systems. Unlike the Ashburn test environment,
the Carteret test environment will provide dedicated connectivity to
the facility via a cross-connection to either a member firm's direct
connection router in Carteret or its co-location cabinet.\6\ NASDAQ
will ultimately sunset the trading testing functionality at Ashburn,
yet retain post trade reporting and ACES functionality at that
location.\7\
---------------------------------------------------------------------------
\5\ NASDAQ assesses fees for direct connection to Ashburn and
fees for co-location connectivity. See Rules 7051 and 7034(b),
respectively.
\6\ Member firms currently use their connectivity to the Ashburn
test environment for both testing and disaster recovery purposes.
\7\ NASDAQ is not upgrading the hardware used for post trade
reporting and ACES testing at this time, but may do so in the
future. As noted, the new hardware implemented in the Carteret test
environment is part of the larger technology upgrade to the System's
hardware also located in Carteret.
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NASDAQ notes that, because the Carteret facility also houses the
System, subscribers to the Carteret test environment will no longer
need to pay for third party connectivity to Ashburn if the sole purpose
for connecting to Ashburn is for trading testing. Such member firms may
use an existing connection to Carteret to access the NTF through the
use of a dedicated switch port and cross connect within the facility.
NASDAQ is proposing to assess a fee for connection to the test
environment within the Carteret facility. Specifically, NASDAQ proposes
assessing a $1,000 per hand-off, per month fee assessed for
connectivity to the Carteret test environment for either 1Gb or 10Gb,
and a one-time per hand-off installation fee of $1,000, which will
cover NASDAQ's costs incurred in setting up a subscriber in the
Carteret facility. NASDAQ is proposing to waive the installation fee
through March 31, 2014, after which NASDAQ will begin phasing out
trading testing at the Ashburn test environment.
NASDAQ is also making a minor clarifying change to the rule in
light of the operation of dual NTF test environments.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \8\ in general, and with Sections 6(b)(4) and 6(b)(5)
of the Act,\9\ in particular. NASDAQ believes that proposal is with
Section 6(b)(4) of the Act \10\ in that it provides for the equitable
allocation of reasonable dues, fees and other charges among members and
issuers and other persons using any facility or system which the
Exchange operates or controls. The new fees are equitably allocated
because all member firms receive connectivity to the Carteret test
environment for the same fee. NASDAQ believes that offering subscribers
the option to subscribe to either 1Gb or 10Gb for the same fee is an
equitable allocation because, unlike the live trading environment,
there is no competitive advantage to possessing a higher capacity
switch port in the test environment. The test environment is designed
to closely mirror the live trading environment for participants,
including matching the capacity of each participant's live environment
switch port. In the absence of any competitive advantage, charging a
uniform fee for both 1Gb and 10Gb switch ports is an equitable
allocation of fees. NASDAQ believes that charging a uniform fee rather
than mirroring the fees for the live trading environment \11\ will
encourage member firms to subscribe to Carteret, and further encourage
those that subscribe to use the same hardware as is used by them for
connectivity to the live trading environment. NASDAQ also believes that
waiver of the installation fee for all installations ordered prior to
March 31, 2014 is an equitable allocation as it is available to all
member firms during the time frame; thus any member firm may avail
itself of the free period if it so chooses.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(4) and (5).
\10\ 15 U.S.C. 78f(b)(4).
\11\ Members are assessed a monthly fees of $5,000 for 10 Gb and
$1,000 for 1 Gb direct connectivity to NASDAQ. See Rule 7051.
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The new fees are reasonable because they are designed to cover the
costs NASDAQ has incurred in developing and offering the new test
environment. The proposed fee should allow the Exchange to recoup these
costs and make a profit, while providing member firms with a superior
test environment that more closely mirrors that of the live trading
environment on NASDAQ. NASDAQ believes that offering both 1Gb and 10Gb
connectivity for the same fee is reasonable as the increased
incremental cost it incurs by offering the 10Gb switch port at the
lower fee is outweighed by the benefit all subscribers will receive if
Carteret participants use hardware identical to what they use in the
live trading environment, hence furthering the goal
[[Page 69487]]
of creating a test environment that closely mirrors the live trading
environment. Waiver of the installation fee for a limited period is
reasonable because NASDAQ believes such a waiver will attract new users
to the test environment, thus ensuring a certain minimum level of
monthly revenue to support the facility initially.
The Exchange also believes the proposal furthers the objectives of
Section 6(b)(5) of the Act \12\ 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 and is not
designed to permit unfair discrimination between customer [sic],
issuers, brokers and dealers. NASDAQ does not believe that the proposed
fees are unfairly discriminatory to subscribers to 10Gb live trading
environment connectivity because, unlike the live trading environment
where the capacity of connectivity to NASDAQ may confer a competitive
advantage to a market participant and therefore price differentiation
is appropriate for the benefit conferred, there is no such benefit
conferred in the trade test environment. NASDAQ does not believe that
the proposed fees are unfairly discriminatory among subscribers to the
Carteret test facility because all member firms that subscribe to the
service will be assessed the same fees. Because the proposed fees do
not discriminate between 1Gb and 10Gb connectivity options, member
firms are able to subscribe to Carteret without regard to the cost of
their switch port capacity election. NASDAQ believes that by not
discriminating on this basis it will encourage participants to connect
to the Carteret test environment in the same manner as they do to the
live trading environment, and thereby help Carteret more closely mirror
the live test environment, as discussed above. Providing a more useful
and accurate test environment will serve to improve live trading on
NASDAQ and the national market system by permitting member firms the
ability to accurately test changes prior to implementing them in the
live trading environment, thereby reducing the likelihood of a
potentially disruptive system failure in the live trading environment,
which has the potential to affect all market participants. Last, NASDAQ
does not believe that waiver of the installation fee is unfairly
discriminatory as it is uniformly applied for a limited time, during
which any member firm may subscribe.
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\12\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
NASDAQ does not believe that the proposed rule change will result
in any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act, as amended. Because the new
test environment more closely approximates the live trading
environment, subscribing member firms will be able to more accurately
test their trading systems and avoid potentially disruptive system
failures in the live trading environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing change has become effective pursuant to Section
19(b)(3)(A) of the Act,\13\ and paragraph (f)(2)\14\ of Rule 19b-4,
thereunder.
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(2).
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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 necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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-2013-137 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-2013-137. 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 will also 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-NASDAQ-2013-137 and should
be submitted on or before December 10, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-27617 Filed 11-18-13; 8:45 am]
BILLING CODE 8011-01-P