Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Order Granting Accelerated Approval of Proposed Rule Change To Amend CBOE Rule 18.2 (Procedures in Trading Permit Holder Controversies), 75435-75437 [2013-29494]
Download as PDF
Federal Register / Vol. 78, No. 238 / Wednesday, December 11, 2013 / Notices
order types and modifiers in a more
intuitive manner.
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,5
designates January 20, 2014, as the date
by which the Commission should either
approve or disapprove or institute
proceedings to determine whether to
disapprove the proposed rule change.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–29493 Filed 12–10–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–70996; File No. SR–CBOE–
2013–114]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Order Granting Accelerated Approval
of Proposed Rule Change To Amend
CBOE Rule 18.2 (Procedures in
Trading Permit Holder Controversies)
December 5, 2013.
emcdonald on DSK67QTVN1PROD with NOTICES
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
22, 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 and II
below, which Items have been
substantially prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons and to approve the proposed
rule change on an accelerated basis.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
CBOE Rule 18.2 to provide that
arbitrators in controversies between
parties who are Trading Permit Holders
(‘‘TPHs’’) or associated persons of TPHs
(such controversies herein referred to as
‘‘TPH controversies’’) may be selected
from CBOE’s Arbitration Committee
(‘‘Committee’’) or, if necessary, from
rosters provided by the Financial
Industry Regulatory Authority Inc.
5 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(31).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
6 17
VerDate Mar<15>2010
17:00 Dec 10, 2013
Jkt 232001
(‘‘FINRA’’) of qualified non-public
arbitrators and non-public chairpersonqualified arbitrators, as defined by
FINRA.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx, at 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 V below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange seeks to amend Rule
18.2 (Procedures in Trading Permit
Holder Controversies) to provide more
flexibility with regards to the selection
of the arbitration panel for TPH
controversies. By way of background,
the Exchange offers an arbitration
facility for TPHs and associated persons
of TPHs to arbitrate disputes, claims or
controversies arising out of Exchange
business.3
Under Exchange rules, any arbitration
between parties who are TPHs or
persons associated with a TPH shall be
resolved by an arbitration panel that
consists of three members of the
Committee, which is maintained
primarily as a means for managing a
pool of qualified industry arbitrators
that generally is composed of a crosssection of Exchange TPHs and/or former
TPHs or associated persons of TPHs or
other individuals who are
knowledgeable about the securities
industry.
3 For the purposes of CBOE’s arbitration rules, the
term ‘‘Exchange business’’ does not include a
dispute, claim or controversy alleging employment
discrimination, including sexual harassment. The
Exchange may, however, make its arbitration
facilities available for the resolution of employment
discrimination claims if the parties mutually agree
to arbitrate the claim after it has arisen. See CBOE
Rule 18.1 Interpretation and Policy .03.
PO 00000
Frm 00107
Fmt 4703
Sfmt 4703
75435
For TPH controversies, CBOE Rule
18.2(a) currently provides that the
arbitration panel appointed to hear such
controversies be comprised of no fewer
than three arbitrators from the
Committee.4 In this proposal, the
Exchange seeks to amend Rule 18.2 to
provide greater flexibility with regard to
the selection of the arbitration panel for
TPH controversies. Specifically, CBOE
proposes to amend the rule to provide
that arbitrators may be selected from the
Committee or, if necessary, from rosters
provided by FINRA of qualified nonpublic arbitrators and non-public
chairperson-qualified arbitrators (as
defined by FINRA’s rules governing
arbitration of industry disputes) that
have indicated that they would be
willing to serve as an arbitrator for
another self-regulatory organization.5
Over the years, fewer TPHs have
made themselves available to serve on
the Committee. Consequently, it has
become increasingly burdensome for the
Exchange to select a sufficient number
of arbitrators solely from the Committee
to sit on any given arbitration panel. In
addition, it has become increasingly
difficult not only to find three
arbitrators to sit on an arbitration panel,
but also to ensure that at least one of the
arbitrators is qualified to serve as a
chairperson on the panel. Moreover,
there are instances in which many
Committee members have interests,
relationships, or circumstances that
might preclude them from being able to
4 In practice, however, arbitration panels for TPH
controversies typically consist of three Committee
members.
5 FINRA Rule 13100(p) defines the term ‘‘nonpublic arbitrator’’ as a person who is otherwise
qualified to serve as an arbitrator and: (1) Is or,
within the past five years, was: (A) Associated with,
including registered through, a broker or a dealer
(including a government securities broker or dealer
or a municipal securities dealer); (B) registered
under the Commodity Exchange Act; (C) a member
of a commodities exchange or a registered futures
association; or (D) associated with a person or firm
registered under the Commodity Exchange Act; (2)
is retired from, or spent a substantial part of a career
engaging in, any of the business activities listed in
paragraph (p)(1); (3) is an attorney, accountant, or
other professional who has devoted 20 percent or
more of his or her professional work, in the last two
years, to clients who are engaged in any of the
business activities listed in paragraph (p)(1); or (4)
is an employee of a bank or other financial
institution and effects transactions in securities,
including government or municipal securities, and
commodities futures or options or supervises or
monitors the compliance with the securities and
commodities laws of employees who engage in such
activities. For purposes of FINRA Rule 13100(p),
the term ‘‘professional work’’ does not include
mediation services performed by mediators who are
also arbitrators, provided that the mediator acts in
the capacity of a mediator and does not represent
a party in the mediation. The Exchange’s guidelines
classifying whether an arbitrator is deemed to be
from the securities industry is substantially similar
to FINRA’s definition of ‘‘non-public arbitrator.’’
See CBOE Rule 18.10.
E:\FR\FM\11DEN1.SGM
11DEN1
emcdonald on DSK67QTVN1PROD with NOTICES
75436
Federal Register / Vol. 78, No. 238 / Wednesday, December 11, 2013 / Notices
render an objective and impartial
determination in a particular arbitration
matter. The Exchange believes that
eliminating the requirement that all
arbitrators for TPH controversies be
selected from the Committee would
provide the Exchange with additional
flexibility and help ensure that the
Exchange would have a sufficient
number of qualified non-public
arbitrators readily available at all times.
The proposed rule change would
provide the Exchange with the ability to
appoint arbitrators identified in the
FINRA-provided rosters in instances in
which the Exchange is unable to select
a sufficient number of arbitrators from
its Committee. For example, the
Exchange may be unable to select a
sufficient number of arbitrators from the
Committee if all the arbitrators from the
Committee who are eligible to serve as
a panel chairperson are unavailable to
serve as the panel chairperson in a
particular arbitration matter, due to
either scheduling conflicts or the fact
that they have interests, relationships,
or circumstances which preclude them
from being able to render an objective
and impartial determination in that
matter. In such instances, it would be
necessary for the Exchange to select one
arbitrator from a FINRA-provided roster
of non-public, chairperson-qualified
arbitrators, as defined by FINRA 6 to
serve as the panel chairperson. Under
the proposal, the Exchange would only
appoint as many arbitrators from
outside the Committee as necessary. For
example, in the scenario described
above, if the Exchange is able to appoint
to the panel the other two ‘‘nonchairperson’’ arbitrators from the
Committee, it would do so.
The Exchange believes that FINRA
maintains a comprehensive roster of
arbitrators that are in good standing and
qualified to sit on an arbitration panel.
The Exchange also believes that the
qualification requirements to become a
FINRA arbitrator are similar to the
qualification requirements to become
and stay a member of the Committee.
For example, similar to the Exchange’s
requirements, in order for an individual
to become a FINRA arbitrator, the
individual must have a minimum of five
years of business and/or professional
experience and must have attended an
introductory arbitrator training course.
Accordingly, the Exchange believes that
the arbitrators named on any FINRA
non-public arbitrator roster would be
sufficiently qualified to serve on any
CBOE arbitration panel.
The applicable rules of Chapter XVIII
of CBOE’s Rules would continue to
6 See
FINRA Rule 13400.
VerDate Mar<15>2010
17:00 Dec 10, 2013
Jkt 232001
apply to all arbitrators, regardless of
whether they were selected from the
Committee or from a FINRA-provided
roster. In addition, all arbitrators,
whether or not selected from the
Committee, would be screened for
conflicts, potential conflicts, and the
appearance of conflicts prior, and
subsequent, to appointment and would
be required to disclose any information
that presents a conflict, existing or
potential, or creates the appearance of a
conflict with any party, fact, or
circumstance related to the case in
question.
FINRA is aware of the Exchange’s
proposal and has indicated that it has
no objection. If this filing is approved,
the Exchange expects to enter into a
written agreement with FINRA under
which FINRA would agree to provide to
the Exchange lists of qualified nonpublic arbitrators and non-public
chairperson-qualified arbitrators upon
the Exchange’s request when the
Exchange determines that it does not
have sufficient arbitrators to handle a
case. The Exchange further expects
FINRA to agree to provide these lists to
CBOE to the extent that FINRA has
sufficient non-public arbitrators in a
specified location at the time of the
request.
The proposed rule change will
become effective upon approval by the
Commission. CBOE has requested the
Commission to find good cause
pursuant to Section 19(b)(2) 7 of the Act
for approving the proposed rule change
prior to the 30th day after its
publication in the Federal Register.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.8 Specifically,
the Exchange believes the proposed rule
change is consistent with Section 6(b)(5)
of the Act 9 which requires that the rules
of an exchange be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
U.S.C. 78s(b)(2).
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(5).
Frm 00108
Fmt 4703
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE 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. Specifically,
the Exchange believes the proposed rule
change will not impose any burden on
competition because the Exchange is
merely providing greater flexibility in
its selection of arbitrators for arbitration
panels to facilitate and improve the
administration of its arbitration forum
and ensure that the Exchange has a
sufficient number of qualified nonpublic arbitrators readily available.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
III. Commission’s Findings
After careful consideration, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act and the rules
and regulations thereunder applicable to
a national securities exchange.10 In
particular, the Commission finds that
the proposed rule change is consistent
with, and would further the purposes of,
10 In approving this proposal, the Commission has
considered the proposed rule change’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
7 15
PO 00000
system, and, in general, to protect
investors and the public interest.
In particular, the Exchange notes that
the purpose of the Exchange providing
an arbitration forum is, among other
things, to provide TPHs and associated
persons of TPHs with a simple and
inexpensive procedure for resolution of
their controversies with other TPHs or
associated persons of TPHs. The
Exchange believes that the proposed
rule change is consistent with the
provisions of the Act because it would
help ensure that the Exchange has a
sufficient number of qualified
arbitrators readily available to resolve
TPH controversies. In addition, the
Exchange believes that providing it with
greater flexibility in its selection of
qualified arbitration panels would
prevent unnecessary delays in, and
improve the administration of, its
arbitration forum for resolving disputes
and enhancing the forum for its users.
As such, the Exchange believes the
proposed rule change meets the
requirements of Section 6(b)(5) of the
Act.
Sfmt 4703
E:\FR\FM\11DEN1.SGM
11DEN1
Federal Register / Vol. 78, No. 238 / Wednesday, December 11, 2013 / Notices
emcdonald on DSK67QTVN1PROD with NOTICES
Section 6(b)(5) of the Act 11 by providing
the Exchange with a mechanism to
ensure that it has a sufficient number of
qualified non-public arbitrators readily
available to resolve TPH controversies.
Section 6(b)(5) of the Act specifically
provides, among other things, that the
rules of a national securities exchange
should foster cooperation and
coordination with persons engaged in
regulating securities.12 The Commission
believes that the proposed rule change
would foster cooperation between CBOE
and FINRA to help facilitate and
improve the administration of CBOE’s
arbitration forum. In addition, the
proposed rule change would provide the
Exchange with greater flexibility in its
selection of qualified non-public
arbitration panels, which would prevent
unnecessary delays in, and improve the
administration of, its arbitration forum
for resolving disputes.
The Commission 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 because the
proposed rule change merely helps
ensure that CBOE has a sufficient
number of qualified non-public
arbitrators readily available for TPH
controversies. Moreover, the proposed
rule change would be neutrally applied
to all TPH controversies.
IV. Accelerated Approval
In its filing, CBOE requested that the
Commission approve the proposed rule
change on an accelerated basis so that
the proposal may become operative as
soon as practicable. The Commission
finds good cause, pursuant to Section
19(b)(2) of the Act,13 for approving the
proposed rule change prior to the 30th
day after the date of publication in the
Federal Register. In particular, CBOE
represented to the Commission staff that
there are pending TPH controversies
that cannot be heard in arbitration
because there are not enough eligible
arbitrators on the Committee because
many Committee members have
interests, relationships, or
circumstances that preclude them from
being able to render an objective and
impartial determination in these
matters.14 The Exchange has also
represented that the delay in resolving
these TPH controversies has created an
undue hardship on the parties
involved.15 The Commission believes
11 15
U.S.C. 78f(b)(5).
12 Id.
13 15
U.S.C. 78s(b)(2).
email from Corinne Klott, Attorney, CBOE,
to Daniel Fisher, Branch Chief, Division of Trading
and Markets, Commission, dated December 3, 2013.
15 Id.
14 See
VerDate Mar<15>2010
17:00 Dec 10, 2013
Jkt 232001
that granting CBOE’s request for
accelerated approval would allow the
Exchange to more readily select the
arbitration panels for these pending
TPH controversies, thus preventing
further delay in hearing the parties’
claims. Accordingly, the Commission
finds that good cause exists to approve
the proposed rule change on an
accelerated basis.
V. 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–
CBOE–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–CBOE–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 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
PO 00000
Frm 00109
Fmt 4703
Sfmt 4703
75437
available publicly. All submissions
should refer to File Number SR–CBOE–
2013–114 and should be submitted on
or before January 2, 2014.
VI. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,16 that the
proposed rule change (SR–CBOE–2013–
114) be, and hereby is, approved on an
accelerated basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2013–29494 Filed 12–10–13; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71004; File No. SR–Phlx–
2013–101]
Self-Regulatory Organizations;
NASDAQ OMX PHLX LLC; Order
Granting Approval of Proposed Rule
Change Regarding the Short Term
Options Program
December 6, 2013.
I. Introduction
On October 3, 2013, NASDAQ OMX
PHLX LLC (‘‘Phlx’’ or ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
19b–4 thereunder,2 a proposed rule
change to: (1) Expand the number of
classes on which short term options
series (‘‘STOs’’) may be opened in
accordance with its Short Term Option
Series Program (‘‘STO Program’’) from
30 to 50; (2) modify the initial and
additional series listing provisions to
allow the Exchange to open up to thirty
STOs for each expiration date in a STO
class; (3) expand the strike price range
limitations for STOs; and (4) allow the
Exchange to list STOs at a strike price
interval of $2.50 or greater where the
strike price is above $150. The proposed
rule change was published for comment
in the Federal Register on October 22,
2013.3 The Commission received one
comment letter on the proposal.4 This
16 Id.
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Securities Exchange Act Release No. 70682
(October 15, 2013), 78 FR 62809 (‘‘Notice’’).
4 See letter from Megan R. Malone, Attorney,
Legal Division, Chicago Board Options Exchange,
Incorporated (‘‘CBOE’’), to Elizabeth M. Murphy,
1 15
E:\FR\FM\11DEN1.SGM
Continued
11DEN1
Agencies
[Federal Register Volume 78, Number 238 (Wednesday, December 11, 2013)]
[Notices]
[Pages 75435-75437]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2013-29494]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-70996; File No. SR-CBOE-2013-114]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Order Granting Accelerated Approval
of Proposed Rule Change To Amend CBOE Rule 18.2 (Procedures in Trading
Permit Holder Controversies)
December 5, 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 22, 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 and II below, which Items have been substantially prepared
by the Exchange. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons and to
approve the proposed rule change on an accelerated basis.
---------------------------------------------------------------------------
\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
The Exchange proposes to amend CBOE Rule 18.2 to provide that
arbitrators in controversies between parties who are Trading Permit
Holders (``TPHs'') or associated persons of TPHs (such controversies
herein referred to as ``TPH controversies'') may be selected from
CBOE's Arbitration Committee (``Committee'') or, if necessary, from
rosters provided by the Financial Industry Regulatory Authority Inc.
(``FINRA'') of qualified non-public arbitrators and non-public
chairperson-qualified arbitrators, as defined by FINRA.
The text of the proposed rule change is available on the Exchange's
Web site at https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx,
at 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 V below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange seeks to amend Rule 18.2 (Procedures in Trading Permit
Holder Controversies) to provide more flexibility with regards to the
selection of the arbitration panel for TPH controversies. By way of
background, the Exchange offers an arbitration facility for TPHs and
associated persons of TPHs to arbitrate disputes, claims or
controversies arising out of Exchange business.\3\
---------------------------------------------------------------------------
\3\ For the purposes of CBOE's arbitration rules, the term
``Exchange business'' does not include a dispute, claim or
controversy alleging employment discrimination, including sexual
harassment. The Exchange may, however, make its arbitration
facilities available for the resolution of employment discrimination
claims if the parties mutually agree to arbitrate the claim after it
has arisen. See CBOE Rule 18.1 Interpretation and Policy .03.
---------------------------------------------------------------------------
Under Exchange rules, any arbitration between parties who are TPHs
or persons associated with a TPH shall be resolved by an arbitration
panel that consists of three members of the Committee, which is
maintained primarily as a means for managing a pool of qualified
industry arbitrators that generally is composed of a cross-section of
Exchange TPHs and/or former TPHs or associated persons of TPHs or other
individuals who are knowledgeable about the securities industry.
For TPH controversies, CBOE Rule 18.2(a) currently provides that
the arbitration panel appointed to hear such controversies be comprised
of no fewer than three arbitrators from the Committee.\4\ In this
proposal, the Exchange seeks to amend Rule 18.2 to provide greater
flexibility with regard to the selection of the arbitration panel for
TPH controversies. Specifically, CBOE proposes to amend the rule to
provide that arbitrators may be selected from the Committee or, if
necessary, from rosters provided by FINRA of qualified non-public
arbitrators and non-public chairperson-qualified arbitrators (as
defined by FINRA's rules governing arbitration of industry disputes)
that have indicated that they would be willing to serve as an
arbitrator for another self-regulatory organization.\5\
---------------------------------------------------------------------------
\4\ In practice, however, arbitration panels for TPH
controversies typically consist of three Committee members.
\5\ FINRA Rule 13100(p) defines the term ``non-public
arbitrator'' as a person who is otherwise qualified to serve as an
arbitrator and: (1) Is or, within the past five years, was: (A)
Associated with, including registered through, a broker or a dealer
(including a government securities broker or dealer or a municipal
securities dealer); (B) registered under the Commodity Exchange Act;
(C) a member of a commodities exchange or a registered futures
association; or (D) associated with a person or firm registered
under the Commodity Exchange Act; (2) is retired from, or spent a
substantial part of a career engaging in, any of the business
activities listed in paragraph (p)(1); (3) is an attorney,
accountant, or other professional who has devoted 20 percent or more
of his or her professional work, in the last two years, to clients
who are engaged in any of the business activities listed in
paragraph (p)(1); or (4) is an employee of a bank or other financial
institution and effects transactions in securities, including
government or municipal securities, and commodities futures or
options or supervises or monitors the compliance with the securities
and commodities laws of employees who engage in such activities. For
purposes of FINRA Rule 13100(p), the term ``professional work'' does
not include mediation services performed by mediators who are also
arbitrators, provided that the mediator acts in the capacity of a
mediator and does not represent a party in the mediation. The
Exchange's guidelines classifying whether an arbitrator is deemed to
be from the securities industry is substantially similar to FINRA's
definition of ``non-public arbitrator.'' See CBOE Rule 18.10.
---------------------------------------------------------------------------
Over the years, fewer TPHs have made themselves available to serve
on the Committee. Consequently, it has become increasingly burdensome
for the Exchange to select a sufficient number of arbitrators solely
from the Committee to sit on any given arbitration panel. In addition,
it has become increasingly difficult not only to find three arbitrators
to sit on an arbitration panel, but also to ensure that at least one of
the arbitrators is qualified to serve as a chairperson on the panel.
Moreover, there are instances in which many Committee members have
interests, relationships, or circumstances that might preclude them
from being able to
[[Page 75436]]
render an objective and impartial determination in a particular
arbitration matter. The Exchange believes that eliminating the
requirement that all arbitrators for TPH controversies be selected from
the Committee would provide the Exchange with additional flexibility
and help ensure that the Exchange would have a sufficient number of
qualified non-public arbitrators readily available at all times.
The proposed rule change would provide the Exchange with the
ability to appoint arbitrators identified in the FINRA-provided rosters
in instances in which the Exchange is unable to select a sufficient
number of arbitrators from its Committee. For example, the Exchange may
be unable to select a sufficient number of arbitrators from the
Committee if all the arbitrators from the Committee who are eligible to
serve as a panel chairperson are unavailable to serve as the panel
chairperson in a particular arbitration matter, due to either
scheduling conflicts or the fact that they have interests,
relationships, or circumstances which preclude them from being able to
render an objective and impartial determination in that matter. In such
instances, it would be necessary for the Exchange to select one
arbitrator from a FINRA-provided roster of non-public, chairperson-
qualified arbitrators, as defined by FINRA \6\ to serve as the panel
chairperson. Under the proposal, the Exchange would only appoint as
many arbitrators from outside the Committee as necessary. For example,
in the scenario described above, if the Exchange is able to appoint to
the panel the other two ``non-chairperson'' arbitrators from the
Committee, it would do so.
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\6\ See FINRA Rule 13400.
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The Exchange believes that FINRA maintains a comprehensive roster
of arbitrators that are in good standing and qualified to sit on an
arbitration panel. The Exchange also believes that the qualification
requirements to become a FINRA arbitrator are similar to the
qualification requirements to become and stay a member of the
Committee. For example, similar to the Exchange's requirements, in
order for an individual to become a FINRA arbitrator, the individual
must have a minimum of five years of business and/or professional
experience and must have attended an introductory arbitrator training
course. Accordingly, the Exchange believes that the arbitrators named
on any FINRA non-public arbitrator roster would be sufficiently
qualified to serve on any CBOE arbitration panel.
The applicable rules of Chapter XVIII of CBOE's Rules would
continue to apply to all arbitrators, regardless of whether they were
selected from the Committee or from a FINRA-provided roster. In
addition, all arbitrators, whether or not selected from the Committee,
would be screened for conflicts, potential conflicts, and the
appearance of conflicts prior, and subsequent, to appointment and would
be required to disclose any information that presents a conflict,
existing or potential, or creates the appearance of a conflict with any
party, fact, or circumstance related to the case in question.
FINRA is aware of the Exchange's proposal and has indicated that it
has no objection. If this filing is approved, the Exchange expects to
enter into a written agreement with FINRA under which FINRA would agree
to provide to the Exchange lists of qualified non-public arbitrators
and non-public chairperson-qualified arbitrators upon the Exchange's
request when the Exchange determines that it does not have sufficient
arbitrators to handle a case. The Exchange further expects FINRA to
agree to provide these lists to CBOE to the extent that FINRA has
sufficient non-public arbitrators in a specified location at the time
of the request.
The proposed rule change will become effective upon approval by the
Commission. CBOE has requested the Commission to find good cause
pursuant to Section 19(b)(2) \7\ of the Act for approving the proposed
rule change prior to the 30th day after its publication in the Federal
Register.
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\7\ 15 U.S.C. 78s(b)(2).
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2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act and the rules and regulations thereunder applicable to the
Exchange and, in particular, the requirements of Section 6(b) of the
Act.\8\ Specifically, the Exchange believes the proposed rule change is
consistent with Section 6(b)(5) of the Act \9\ which requires that the
rules of an exchange be designed to prevent fraudulent and manipulative
acts and practices, to promote just and equitable principles of trade,
to foster cooperation and coordination with persons engaged in
regulating, clearing, settling, processing information with respect to,
and facilitating transactions in securities, 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.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
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In particular, the Exchange notes that the purpose of the Exchange
providing an arbitration forum is, among other things, to provide TPHs
and associated persons of TPHs with a simple and inexpensive procedure
for resolution of their controversies with other TPHs or associated
persons of TPHs. The Exchange believes that the proposed rule change is
consistent with the provisions of the Act because it would help ensure
that the Exchange has a sufficient number of qualified arbitrators
readily available to resolve TPH controversies. In addition, the
Exchange believes that providing it with greater flexibility in its
selection of qualified arbitration panels would prevent unnecessary
delays in, and improve the administration of, its arbitration forum for
resolving disputes and enhancing the forum for its users. As such, the
Exchange believes the proposed rule change meets the requirements of
Section 6(b)(5) of the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE 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. Specifically, the Exchange
believes the proposed rule change will not impose any burden on
competition because the Exchange is merely providing greater
flexibility in its selection of arbitrators for arbitration panels to
facilitate and improve the administration of its arbitration forum and
ensure that the Exchange has a sufficient number of qualified non-
public arbitrators readily available.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
III. Commission's Findings
After careful consideration, the Commission finds that the proposed
rule change is consistent with the requirements of the Act and the
rules and regulations thereunder applicable to a national securities
exchange.\10\ In particular, the Commission finds that the proposed
rule change is consistent with, and would further the purposes of,
[[Page 75437]]
Section 6(b)(5) of the Act \11\ by providing the Exchange with a
mechanism to ensure that it has a sufficient number of qualified non-
public arbitrators readily available to resolve TPH controversies.
Section 6(b)(5) of the Act specifically provides, among other things,
that the rules of a national securities exchange should foster
cooperation and coordination with persons engaged in regulating
securities.\12\ The Commission believes that the proposed rule change
would foster cooperation between CBOE and FINRA to help facilitate and
improve the administration of CBOE's arbitration forum. In addition,
the proposed rule change would provide the Exchange with greater
flexibility in its selection of qualified non-public arbitration
panels, which would prevent unnecessary delays in, and improve the
administration of, its arbitration forum for resolving disputes.
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\10\ In approving this proposal, the Commission has considered
the proposed rule change's impact on efficiency, competition, and
capital formation. See 15 U.S.C. 78c(f).
\11\ 15 U.S.C. 78f(b)(5).
\12\ Id.
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The Commission 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 because the
proposed rule change merely helps ensure that CBOE has a sufficient
number of qualified non-public arbitrators readily available for TPH
controversies. Moreover, the proposed rule change would be neutrally
applied to all TPH controversies.
IV. Accelerated Approval
In its filing, CBOE requested that the Commission approve the
proposed rule change on an accelerated basis so that the proposal may
become operative as soon as practicable. The Commission finds good
cause, pursuant to Section 19(b)(2) of the Act,\13\ for approving the
proposed rule change prior to the 30th day after the date of
publication in the Federal Register. In particular, CBOE represented to
the Commission staff that there are pending TPH controversies that
cannot be heard in arbitration because there are not enough eligible
arbitrators on the Committee because many Committee members have
interests, relationships, or circumstances that preclude them from
being able to render an objective and impartial determination in these
matters.\14\ The Exchange has also represented that the delay in
resolving these TPH controversies has created an undue hardship on the
parties involved.\15\ The Commission believes that granting CBOE's
request for accelerated approval would allow the Exchange to more
readily select the arbitration panels for these pending TPH
controversies, thus preventing further delay in hearing the parties'
claims. Accordingly, the Commission finds that good cause exists to
approve the proposed rule change on an accelerated basis.
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\13\ 15 U.S.C. 78s(b)(2).
\14\ See email from Corinne Klott, Attorney, CBOE, to Daniel
Fisher, Branch Chief, Division of Trading and Markets, Commission,
dated December 3, 2013.
\15\ Id.
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V. 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-CBOE-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-CBOE-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 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-CBOE-2013-114 and should be
submitted on or before January 2, 2014.
VI. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\16\ that the proposed rule change (SR-CBOE-2013-114) be, and
hereby is, approved on an accelerated basis.
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\16\ Id.
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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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2013-29494 Filed 12-10-13; 8:45 am]
BILLING CODE 8011-01-P