Self-Regulatory Organizations; Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend MIAX Rules 1302, 1304 and the MIAX Options Fee Schedule, 69720-69723 [2013-27757]
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Federal Register / Vol. 78, No. 224 / Wednesday, November 20, 2013 / Notices
equally to all Market Makers that satisfy
the quoting requirements and whose
affiliates execute the required Priority
Customer volume on the ISE. With
respect to intermarket competition, the
Exchange believes that this new Market
Maker Plus rebate is competitive with
incentives provided by other exchanges.
The Exchange 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 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)
of the Act 15 and paragraph (f) of Rule
19b–4 thereunder.16 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:
Paper Comments
• Send paper comments in triplicate
to Elizabeth Murphy, Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–ISE–2013–57. 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 Commissions
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 ISE. 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–
2013–57 and should be submitted by
December 11, 2013.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–27752 Filed 11–19–13; 8:45 am]
BILLING CODE 8011–01–P
tkelley on DSK3SPTVN1PROD with NOTICES
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 No. SR–ISE–
2013–57 on the subject line.
15 15
16 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70877; File No. SR–MIAX–
2013–48]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend MIAX Rules 1302,
1304 and the MIAX Options Fee
Schedule
November 14, 2013.
Pursuant to the provisions of 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 1, 2013, Miami
International Securities Exchange LLC
(‘‘MIAX’’ or ‘‘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
The Exchange is filing a proposal to
amend MIAX Rules 1302, Registration
of Representatives, and 1304,
Continuing Education for Registered
Persons, and the MIAX Options Fee
Schedule (the ‘‘Fee Schedule’’).
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
1 15
17 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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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
Exchange Rule 1302, Registration of
Representatives, to state in the
Exchange’s rules that a person engaged
solely in proprietary trading on the
Exchange is required to register with the
Exchange and to be qualified by passing
the Proprietary Traders Qualification
Examination (Series 56),3 except that
person engaged in proprietary trading
on the Exchange who has passed the
General Securities Registered
Representative Examination (Series 7)
and maintains a Series 7 registration
shall not be required to pass the
Proprietary Traders Qualification
Examination (Series 56). The Exchange
believes that the Series 7 exam is more
comprehensive and inclusive than the
Series 56 exam, and therefore obviates
the need for a Series 7 qualified person
to take and pass the Series 56 exam.
The Exchange also proposes to amend
MIAX Rule 1304, Continuing Education
for Registered Persons, to specify the
different Continuing Education (‘‘CE’’)
requirements for registered persons
based upon their registration with the
Exchange. This change will authorize
the Exchange to administer different CE
programs to differently registered
individuals while bringing clarity to
Members about what CE requirement
they must fulfill. More specifically, the
Exchange is proposing to adopt, and to
enumerate in Rule 1304, the following
Regulatory Element programs: (1) The
S201 Supervisor Program for registered
principals and supervisors; (2) the S501
Proprietary Trader Continuing
Education Program for Series 56
registered persons; and (3) the S101
General Program for Series 7 and all
other registered persons.
Additionally, the Exchange is
proposing to amend its Fee Schedule to
adopt fees for the above CE programs
and to adopt a fee for the Series 56
Examination. Specifically, the Exchange
tkelley on DSK3SPTVN1PROD with NOTICES
3 Members
that are individuals and associated
persons of Members engaged or to be engaged in the
securities business of a Member shall be registered
with the Exchange in the category of registration
appropriate to the function to be performed in a
form and manner prescribed by the Exchange.
Before the registration can become effective, the
individual Member or individual associated person
shall submit the appropriate application for
registration, pass a qualification examination
appropriate to the category of registration in a form
and manner prescribed by the Exchange and submit
any required registration and examination fees. See
Exchange Rule 203(a). This part of the proposed
rule change is intended to clarify who may take the
Series 56 exam as required by the Exchange.
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is now proposing to adopt a $60 Session
Fee for those Market Makers and ROTs
that are solely registered with the
(‘‘Series 56’’) [sic] registration, a $100
Session Fee for all other registrations,
and a $195 fee for the Series 56
examination.
Background
Currently, Exchange Rule 1304(a)
states that each registered person shall
complete the Regulatory Element of the
CE program on the occurrence of their
[sic] second registration anniversary
date and every three years thereafter or
as otherwise prescribed by the
Exchange. The Regulatory Element is a
computer-based education program
administered by the Financial Industry
Regulatory Authority (‘‘FINRA’’) on
behalf of the Securities Industry
Regulatory Council on Continuing
Education to help ensure that registered
persons are kept up to date on
regulatory, compliance and sales
practice matters in the industry. The
Exchange is proposing to enumerate in
Rule 1304(a), which governs the
Regulatory Element, the S201
Supervisor Program for registered
principals and supervisors, the S501
Proprietary Trader Continuing
Education Program for Series 56
registered persons, and the S101
General Program for Series 7 and all
other registered persons.
The Regulatory Element
The proposed rule change specifies
the Continuing Education Requirements
for associated persons. The Proprietary
Trader Continuing Education Program
(S501) is required for those registrants
who registered as Proprietary Traders 4
by passing the Series 56 and do not
maintain any other registration through
CRD. Individuals that are registered
under any other registration are required
to maintain the CE obligations
associated with those registrations. For
example, an individual that is registered
as a proprietary trader 5 with the
Exchange yet continues to maintain a
Series 7 registration will be required to
4 Proprietary traders on the Exchange are Market
Makers and Registered Option Traders. The term
‘‘Market Makers’’ refers to ‘‘Lead Market Makers’’,
‘‘Primary Lead Market Makers’’ and ‘‘Registered
Market Makers’’ collectively. See Exchange Rule
100. Market Maker quotations and orders may be
submitted to the System only by Registered Option
Traders (‘‘ROTs’’). An ROT is permitted to enter
quotes and orders only for the account of the
Market Maker with which he is associated. See
Exchange Rule 601(a). ROTs may be: (i) Individual
Members registered with the Exchange as Market
Makers, or (ii) officers, partners, employees or
associated persons of Members that are registered
with the Exchange as Market Makers. See Exchange
Rule 601(b)(1).
5 Id.
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take the S101 General Program for
Series 7 (S101), which applies to
persons with a Series 7 registration.6
The Proprietary Trader Continuing
Education Program allows the Exchange
to tailor its CE requirements more
closely to those individuals registered
only as Proprietary Traders. More
specifically, the Exchange believes that
permitting individuals engaging in
proprietary trading and registered under
the Series 56 to complete a separate CE
Program than those maintaining a Series
7 registration is appropriate as all
individuals have the option of taking
either test. In comparison to the Series
7, the Series 56 Examination is more
closely tailored to the practice of
proprietary trading while the Series 7 is
more comprehensive. As such, the
Exchange believes a Series 56 CE
Program should be tailored as well. At
the same time, if an individual would
like to remain registered as a Series 7,
the Exchange believes it is appropriate
they [sic] continue to complete the
broader CE program. As stated above,
though an individual maintaining a
Series 7 registration may be engaging in
the same capacity as one registered as a
Proprietary Trader, because the Series 7
Examination is a more comprehensive
exam, the Exchange believes that such
individual that continues to maintain a
Series 7 registration should complete a
CE that covers all aspects of his or her
registration.
Amendments to the Fee Schedule
The Exchange proposes to adopt a $60
Session Fee to fund CE sessions
administered to Members that are
registered only under the Series 56, and
a $100 Session Fee to fund both the
development and administration of a CE
program that is applicable to all other
CE sessions for registrants that are
required to take any other
examination(s). The Exchange
anticipates that other exchanges will
assess corresponding fees for the S501
CE program.
The Exchange believes that the new
fees are reasonable and proportional
based upon the programming of the CE.
The Exchange proposes a $60 session
fee in order to cover the costs of
administration of the S501 CE Program.
Specifically, the $60 session fee will be
used to fund the S501 CE Program
administered to persons registered only
as Proprietary Traders who are required
6 A person accepting orders from non-member
customers (unless such customer is a broker-dealer
registered with the Securities and Exchange
Commission) is required to register with the
Exchange and to be qualified by passing the General
Securities Registered Representative Examination
(Series 7). See Exchange Rule 1302(d).
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Federal Register / Vol. 78, No. 224 / Wednesday, November 20, 2013 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
to complete the S501 CE Program. The
$60 session fee is less than the existing
$100 session fee currently charged by
FINRA through CRD for the existing CE
Programs, including the S101 CE
Program, because the fees associated
with the existing CE Programs are
utilized for both development and
administration, whereas the $60 session
fee for the S501 CE Program only covers
the administration of the program. The
costs associated with the development
and maintenance of the S501 CE
Program are included in the Series 56
Examination fee. The Exchange
anticipates that the other Participating
SROs will adopt, or have adopted, the
same $60 session fee applicable to
completion of the S501 CE Program.
In addition, the Exchange proposes to
amend its Fee Schedule to adopt a $195
fee per registered person that chooses to
complete the Series 56 Examination.
The Fee Schedule does not currently set
forth the examination fees for other
qualification examinations required or
accepted by the Exchange because these
programs are within FINRA’s
jurisdiction. The Series 56 Examination,
however, is a limited registration
category that is not recognized by
FINRA under its registration rules.
However, as with existing non-FINRA
examinations, FINRA administers the
Series 56 Examination and collects the
$195 fee through CRD on behalf of the
SROs that developed and maintain the
exam. Additionally, only one $195 fee
would be charged through CRD for a
registered person completing the Series
56 Examination, even if such registered
person’s firm was a member of multiple
exchanges. The Exchange anticipates
that the other Participating SROs will
adopt, or have adopted, the same $195
fee applicable to completion of the
Series 56 Examination.
2. Statutory Basis
The Exchange believes its proposed
rule change is consistent with Section
6(c) of the Act 7 in general, and in
particular, furthers the objectives of
Section 6(c)(3) of the Act,8 which
authorizes the Exchange to prescribe
standards of training, experience and
competence for Members and persons
associated with the Members. The
proposed rule change would codify the
existing requirements for Members and
their associated persons while also
specifying the new S501 CE Program
requirement for persons registered only
as Proprietary Traders. The Exchange
believes the proposed changes are
reasonable and set forth the appropriate
7 15
8 15
U.S.C. 78f(c).
U.S.C. 78f(c)(3).
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CE requirements for persons required to
register under Exchange Rules and
therefore will contribute to ensuring
that registered persons of Members are
properly trained. In this regard, the
Exchange believes that the S501 CE
Program is the appropriate CE Program
for persons registered only as
Proprietary Traders because the S501 CE
Program is specifically tailored toward
proprietary trading. Individuals who
maintain any other registration would
be required to complete the CE Program
associated with their other registration,
even if simultaneously registered as
Proprietary Traders, because the other
CE Program would be more
comprehensive and tailored to that
registration category. The Exchange also
believes that the proposed rule change
is reasonable because the other
Participating SROs will adopt, or have
adopted, rules requiring completion of
the S501 CE Program for registered
Proprietary Traders.
The Exchange believes that its
proposal to amend its Fee Schedule is
consistent with Section 6(b) of the Act
in general, and furthers the objectives of
Section 6(b)(4) and 6(b)(5) of the Act in
particular, in that it is an equitable
allocation of reasonable fees and other
charges.
In particular, the proposed $60
Session Fee is equitable and not unfairly
discriminatory as it is allocated to all
individuals that are registered only
under the Series 56. The Exchange
believes that the proposed $60 Session
Fee is reasonable. While the $60 Session
Fee is less than the existing $100
Session Fee currently charged by FINRA
through CRD for the existing CE
Programs, including the S101 CE
Program, the fees associated with the
existing CE Programs are utilized for
both development and administration,
whereas the $60 Session Fee for the
S501 CE Program covers only the
administration of the program. The costs
associated with the development and
maintenance of the S501 CE Program are
included in the Series 56 Examination
fee. The Exchange also believes that the
fee is reasonable because the other
Participating SROs will adopt, or have
adopted, the same $60 session fee
applicable to completion of the S501 CE
Program. The Exchange also believes
that the proposed rule change is
reasonable because it will specify the
existing $100 Session Fee applicable to
registered persons of Members who are
subject to CE requirements, which is
collected by FINRA through CRD.
Finally, the Exchange believes that the
proposed rule change is equitable and
not unfairly discriminatory because all
registered persons of Members that are
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Fmt 4703
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subject to CE requirements would be
treated the same, as is currently the
case. Therefore, any registered person of
a Member that is required to complete
the S501 CE Program would be subject
to the corresponding $60 Session Fee.
The proposed fee is designed to allow
FINRA to cover its cost of administering
the Series 56 Examination on behalf of
the Exchange. The Exchange believes
that the proposed $195 Series 56
Examination fee is also reasonable
because it is designed to reflect the costs
of maintaining and developing the
Series 56 Examination, as well as the
development and maintenance of the
S501 CE Program, and to ensure that the
examination’s content is, and continues
to be, adequate for testing the
competence and knowledge generally
applicable to proprietary trading.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange does not believe that the
administrative changes being made, nor
the introduction of the S201, S501 and
S101 requirements, will affect
intermarket competition because the
Exchange believes that other exchanges
offering the same CE requirements will
file similar rules addressing those CE
programs. In addition, the Exchange
does not believe the proposed changes
will affect intramarket competition
because all registered persons
maintaining the same registrations are
required to complete the same CE
requirements. For example, all
individuals maintaining a Series 7
registration will be required to complete
the Series 7 CE while all individuals
maintaining a Series 56 registration (and
no other registrations) will be required
to complete the Series 56 CE.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days after the date of
the filing, or such shorter time as the
Commission may designate, it has
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Federal Register / Vol. 78, No. 224 / Wednesday, November 20, 2013 / Notices
become effective pursuant to 19(b)(3)(A)
of the Act 9 and Rule 19b–4(f)(6) 10
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. 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
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room on official business
days between the hours of 10:00 a.m.
and 3:00 p.m. Copies of 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–MIAX–2013–48 and should
be submitted on or before December 11,
2013.
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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Kevin M. O’Neill,
Deputy Secretary.
Electronic Comments
BILLING CODE 8011–01–P
• 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–MIAX–2013–48 on the subject line.
Paper Comments
tkelley on DSK3SPTVN1PROD with NOTICES
• 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–MIAX–2013–48. 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
9 15
U.S.C. 78s(b)(3)(A).
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.
10 17
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[FR Doc. 2013–27757 Filed 11–19–13; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70875; File No. SR–CBOE–
2013–110]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change To Eliminate
the e-DPM Program
November 14, 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 November
1, 2013, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) 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 Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of the Substance
of the Proposed Rule Change
The Exchange proposes to eliminate
its e-DPM program. The text of the
proposed rule change is available on the
Exchange’s Web site (https://
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
11 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b-4.
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69723
the Exchange’s Office of the Secretary,
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
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
In 2004, the Exchange adopted its
Electronic DPM (‘‘e-DPM’’) Program (the
‘‘Program’’), under which the Exchange
has allowed TPHs to remotely function
as a Designated Primary Market-Maker
(‘‘DPM’’).3 e-DPMs act as specialists on
CBOE by entering bids and offers
electronically from locations other than
the trading crowds where the applicable
option classes are traded, and are not
required to have traders physically
present in the trading crowd. As
specialists, e-DPMs share in the DPM
participation right in their allocated
classes and have similar rights and
responsibilities to DPMs.
The Exchange has determined that the
Program is no longer competitively
necessary; the growing prevalence of
Preferred Market-Maker (‘‘PMM’’)
routing, which provides a higher
participation entitlement on [sic] for
orders on which a Market-Maker is
labeled ‘‘preferred’’, has rendered the
initially-unique tenets of the Program
less relevant and attractive to the eDPMs. All e-DPMs are PMMs on orders
to which the e-DPM is labeled
‘‘preferred’’, and PMMs otherwise have
many similar characteristics as e-DPMs.
e-DPMs have similar or greater quoting
obligations as PMMs despite this lower
participation entitlement. On most
transactions to which the e-DPM
entitlement applies (if no party is
labeled ‘‘preferred’’ for that order, or the
party labeled ‘‘preferred’’ is not at the
NBBO), e-DPMs are only guaranteed a
3 For more information on the Program, see
Securities Exchange Act Release Nos. 50003 (July
12, 2004) (SR–CBOE–2004–24) and 49577 (April 19,
2004) (SR–CBOE–2004–17).
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Agencies
[Federal Register Volume 78, Number 224 (Wednesday, November 20, 2013)]
[Notices]
[Pages 69720-69723]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-27757]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70877; File No. SR-MIAX-2013-48]
Self-Regulatory Organizations; Miami International Securities
Exchange LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend MIAX Rules 1302, 1304 and the MIAX
Options Fee Schedule
November 14, 2013.
Pursuant to the provisions of 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 1, 2013, Miami International
Securities Exchange LLC (``MIAX'' or ``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.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing a proposal to amend MIAX Rules 1302,
Registration of Representatives, and 1304, Continuing Education for
Registered Persons, and the MIAX Options Fee Schedule (the ``Fee
Schedule'').
The text of the proposed rule change is available on the Exchange's
Web site at https://www.miaxoptions.com/filter/wotitle/rule_filing, at
MIAX's principal office, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
[[Page 69721]]
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 Exchange Rule 1302, Registration of
Representatives, to state in the Exchange's rules that a person engaged
solely in proprietary trading on the Exchange is required to register
with the Exchange and to be qualified by passing the Proprietary
Traders Qualification Examination (Series 56),\3\ except that person
engaged in proprietary trading on the Exchange who has passed the
General Securities Registered Representative Examination (Series 7) and
maintains a Series 7 registration shall not be required to pass the
Proprietary Traders Qualification Examination (Series 56). The Exchange
believes that the Series 7 exam is more comprehensive and inclusive
than the Series 56 exam, and therefore obviates the need for a Series 7
qualified person to take and pass the Series 56 exam.
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\3\ Members that are individuals and associated persons of
Members engaged or to be engaged in the securities business of a
Member shall be registered with the Exchange in the category of
registration appropriate to the function to be performed in a form
and manner prescribed by the Exchange. Before the registration can
become effective, the individual Member or individual associated
person shall submit the appropriate application for registration,
pass a qualification examination appropriate to the category of
registration in a form and manner prescribed by the Exchange and
submit any required registration and examination fees. See Exchange
Rule 203(a). This part of the proposed rule change is intended to
clarify who may take the Series 56 exam as required by the Exchange.
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The Exchange also proposes to amend MIAX Rule 1304, Continuing
Education for Registered Persons, to specify the different Continuing
Education (``CE'') requirements for registered persons based upon their
registration with the Exchange. This change will authorize the Exchange
to administer different CE programs to differently registered
individuals while bringing clarity to Members about what CE requirement
they must fulfill. More specifically, the Exchange is proposing to
adopt, and to enumerate in Rule 1304, the following Regulatory Element
programs: (1) The S201 Supervisor Program for registered principals and
supervisors; (2) the S501 Proprietary Trader Continuing Education
Program for Series 56 registered persons; and (3) the S101 General
Program for Series 7 and all other registered persons.
Additionally, the Exchange is proposing to amend its Fee Schedule
to adopt fees for the above CE programs and to adopt a fee for the
Series 56 Examination. Specifically, the Exchange is now proposing to
adopt a $60 Session Fee for those Market Makers and ROTs that are
solely registered with the (``Series 56'') [sic] registration, a $100
Session Fee for all other registrations, and a $195 fee for the Series
56 examination.
Background
Currently, Exchange Rule 1304(a) states that each registered person
shall complete the Regulatory Element of the CE program on the
occurrence of their [sic] second registration anniversary date and
every three years thereafter or as otherwise prescribed by the
Exchange. The Regulatory Element is a computer-based education program
administered by the Financial Industry Regulatory Authority (``FINRA'')
on behalf of the Securities Industry Regulatory Council on Continuing
Education to help ensure that registered persons are kept up to date on
regulatory, compliance and sales practice matters in the industry. The
Exchange is proposing to enumerate in Rule 1304(a), which governs the
Regulatory Element, the S201 Supervisor Program for registered
principals and supervisors, the S501 Proprietary Trader Continuing
Education Program for Series 56 registered persons, and the S101
General Program for Series 7 and all other registered persons.
The Regulatory Element
The proposed rule change specifies the Continuing Education
Requirements for associated persons. The Proprietary Trader Continuing
Education Program (S501) is required for those registrants who
registered as Proprietary Traders \4\ by passing the Series 56 and do
not maintain any other registration through CRD. Individuals that are
registered under any other registration are required to maintain the CE
obligations associated with those registrations. For example, an
individual that is registered as a proprietary trader \5\ with the
Exchange yet continues to maintain a Series 7 registration will be
required to take the S101 General Program for Series 7 (S101), which
applies to persons with a Series 7 registration.\6\ The Proprietary
Trader Continuing Education Program allows the Exchange to tailor its
CE requirements more closely to those individuals registered only as
Proprietary Traders. More specifically, the Exchange believes that
permitting individuals engaging in proprietary trading and registered
under the Series 56 to complete a separate CE Program than those
maintaining a Series 7 registration is appropriate as all individuals
have the option of taking either test. In comparison to the Series 7,
the Series 56 Examination is more closely tailored to the practice of
proprietary trading while the Series 7 is more comprehensive. As such,
the Exchange believes a Series 56 CE Program should be tailored as
well. At the same time, if an individual would like to remain
registered as a Series 7, the Exchange believes it is appropriate they
[sic] continue to complete the broader CE program. As stated above,
though an individual maintaining a Series 7 registration may be
engaging in the same capacity as one registered as a Proprietary
Trader, because the Series 7 Examination is a more comprehensive exam,
the Exchange believes that such individual that continues to maintain a
Series 7 registration should complete a CE that covers all aspects of
his or her registration.
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\4\ Proprietary traders on the Exchange are Market Makers and
Registered Option Traders. The term ``Market Makers'' refers to
``Lead Market Makers'', ``Primary Lead Market Makers'' and
``Registered Market Makers'' collectively. See Exchange Rule 100.
Market Maker quotations and orders may be submitted to the System
only by Registered Option Traders (``ROTs''). An ROT is permitted to
enter quotes and orders only for the account of the Market Maker
with which he is associated. See Exchange Rule 601(a). ROTs may be:
(i) Individual Members registered with the Exchange as Market
Makers, or (ii) officers, partners, employees or associated persons
of Members that are registered with the Exchange as Market Makers.
See Exchange Rule 601(b)(1).
\5\ Id.
\6\ A person accepting orders from non-member customers (unless
such customer is a broker-dealer registered with the Securities and
Exchange Commission) is required to register with the Exchange and
to be qualified by passing the General Securities Registered
Representative Examination (Series 7). See Exchange Rule 1302(d).
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Amendments to the Fee Schedule
The Exchange proposes to adopt a $60 Session Fee to fund CE
sessions administered to Members that are registered only under the
Series 56, and a $100 Session Fee to fund both the development and
administration of a CE program that is applicable to all other CE
sessions for registrants that are required to take any other
examination(s). The Exchange anticipates that other exchanges will
assess corresponding fees for the S501 CE program.
The Exchange believes that the new fees are reasonable and
proportional based upon the programming of the CE. The Exchange
proposes a $60 session fee in order to cover the costs of
administration of the S501 CE Program. Specifically, the $60 session
fee will be used to fund the S501 CE Program administered to persons
registered only as Proprietary Traders who are required
[[Page 69722]]
to complete the S501 CE Program. The $60 session fee is less than the
existing $100 session fee currently charged by FINRA through CRD for
the existing CE Programs, including the S101 CE Program, because the
fees associated with the existing CE Programs are utilized for both
development and administration, whereas the $60 session fee for the
S501 CE Program only covers the administration of the program. The
costs associated with the development and maintenance of the S501 CE
Program are included in the Series 56 Examination fee. The Exchange
anticipates that the other Participating SROs will adopt, or have
adopted, the same $60 session fee applicable to completion of the S501
CE Program.
In addition, the Exchange proposes to amend its Fee Schedule to
adopt a $195 fee per registered person that chooses to complete the
Series 56 Examination. The Fee Schedule does not currently set forth
the examination fees for other qualification examinations required or
accepted by the Exchange because these programs are within FINRA's
jurisdiction. The Series 56 Examination, however, is a limited
registration category that is not recognized by FINRA under its
registration rules. However, as with existing non-FINRA examinations,
FINRA administers the Series 56 Examination and collects the $195 fee
through CRD on behalf of the SROs that developed and maintain the exam.
Additionally, only one $195 fee would be charged through CRD for a
registered person completing the Series 56 Examination, even if such
registered person's firm was a member of multiple exchanges. The
Exchange anticipates that the other Participating SROs will adopt, or
have adopted, the same $195 fee applicable to completion of the Series
56 Examination.
2. Statutory Basis
The Exchange believes its proposed rule change is consistent with
Section 6(c) of the Act \7\ in general, and in particular, furthers the
objectives of Section 6(c)(3) of the Act,\8\ which authorizes the
Exchange to prescribe standards of training, experience and competence
for Members and persons associated with the Members. The proposed rule
change would codify the existing requirements for Members and their
associated persons while also specifying the new S501 CE Program
requirement for persons registered only as Proprietary Traders. The
Exchange believes the proposed changes are reasonable and set forth the
appropriate CE requirements for persons required to register under
Exchange Rules and therefore will contribute to ensuring that
registered persons of Members are properly trained. In this regard, the
Exchange believes that the S501 CE Program is the appropriate CE
Program for persons registered only as Proprietary Traders because the
S501 CE Program is specifically tailored toward proprietary trading.
Individuals who maintain any other registration would be required to
complete the CE Program associated with their other registration, even
if simultaneously registered as Proprietary Traders, because the other
CE Program would be more comprehensive and tailored to that
registration category. The Exchange also believes that the proposed
rule change is reasonable because the other Participating SROs will
adopt, or have adopted, rules requiring completion of the S501 CE
Program for registered Proprietary Traders.
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\7\ 15 U.S.C. 78f(c).
\8\ 15 U.S.C. 78f(c)(3).
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The Exchange believes that its proposal to amend its Fee Schedule
is consistent with Section 6(b) of the Act in general, and furthers the
objectives of Section 6(b)(4) and 6(b)(5) of the Act in particular, in
that it is an equitable allocation of reasonable fees and other
charges.
In particular, the proposed $60 Session Fee is equitable and not
unfairly discriminatory as it is allocated to all individuals that are
registered only under the Series 56. The Exchange believes that the
proposed $60 Session Fee is reasonable. While the $60 Session Fee is
less than the existing $100 Session Fee currently charged by FINRA
through CRD for the existing CE Programs, including the S101 CE
Program, the fees associated with the existing CE Programs are utilized
for both development and administration, whereas the $60 Session Fee
for the S501 CE Program covers only the administration of the program.
The costs associated with the development and maintenance of the S501
CE Program are included in the Series 56 Examination fee. The Exchange
also believes that the fee is reasonable because the other
Participating SROs will adopt, or have adopted, the same $60 session
fee applicable to completion of the S501 CE Program. The Exchange also
believes that the proposed rule change is reasonable because it will
specify the existing $100 Session Fee applicable to registered persons
of Members who are subject to CE requirements, which is collected by
FINRA through CRD. Finally, the Exchange believes that the proposed
rule change is equitable and not unfairly discriminatory because all
registered persons of Members that are subject to CE requirements would
be treated the same, as is currently the case. Therefore, any
registered person of a Member that is required to complete the S501 CE
Program would be subject to the corresponding $60 Session Fee.
The proposed fee is designed to allow FINRA to cover its cost of
administering the Series 56 Examination on behalf of the Exchange. The
Exchange believes that the proposed $195 Series 56 Examination fee is
also reasonable because it is designed to reflect the costs of
maintaining and developing the Series 56 Examination, as well as the
development and maintenance of the S501 CE Program, and to ensure that
the examination's content is, and continues to be, adequate for testing
the competence and knowledge generally applicable to proprietary
trading.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. The Exchange does not believe
that the administrative changes being made, nor the introduction of the
S201, S501 and S101 requirements, will affect intermarket competition
because the Exchange believes that other exchanges offering the same CE
requirements will file similar rules addressing those CE programs. In
addition, the Exchange does not believe the proposed changes will
affect intramarket competition because all registered persons
maintaining the same registrations are required to complete the same CE
requirements. For example, all individuals maintaining a Series 7
registration will be required to complete the Series 7 CE while all
individuals maintaining a Series 56 registration (and no other
registrations) will be required to complete the Series 56 CE.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate, it has
[[Page 69723]]
become effective pursuant to 19(b)(3)(A) of the Act \9\ and Rule 19b-
4(f)(6) \10\ thereunder.
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\9\ 15 U.S.C. 78s(b)(3)(A).
\10\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is 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-MIAX-2013-48 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-MIAX-2013-48. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml).
Copies of the submission, all subsequent amendments, all written
statements with respect to the proposed rule change that are filed with
the Commission, and all written communications relating to the proposed
rule change between the Commission and any person, other than those
that may be withheld from the public in accordance with the provisions
of 5 U.S.C. 552, will be available for Web site viewing and printing in
the Commission's Public Reference Room on official business days
between the hours of 10:00 a.m. and 3:00 p.m. Copies of 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-MIAX-2013-48 and
should be submitted on or before December 11, 2013.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
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\11\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-27757 Filed 11-19-13; 8:45 am]
BILLING CODE 8011-01-P