Self-Regulatory Organizations; The Depository Trust Company; Notice of Filing and Order of Accelerated Approval of Proposed Rule Change To Amend the Depository Trust Company Settlement Service Guide To Lower the Amount of the Maximum Net Debit Cap for an Affiliated Family of Participants and Make Other Related Changes, 8527-8529 [2014-03006]
Download as PDF
Federal Register / Vol. 79, No. 29 / Wednesday, February 12, 2014 / Notices
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 such filing also
will be available for inspection and
copying at the principal offices of
NYSE. All comments received will be
posted without change; the Commission
does not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–NYSEArca–2014–13, and
should be submitted on or before March
5, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Kevin M. O’Neill,
Deputy Secretary.
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons and, by
this Order, 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 proposed rule change consists of
modifications to the DTC Settlement
Service guide (the ‘‘Service Guide’’) to:
(i) Lower the amount of the maximum
Net Debit Cap for an affiliated family of
Participants, and (ii) make other
changes to the Service Guide, as more
fully described below.3
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
DTC 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 III below. DTC
has prepared summaries, set forth in
sections (A), (B), and (C) below, of the
most significant aspects of such
statements.
BILLING CODE 8011–01–P
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
1. Purpose
[FR Doc. 2014–03008 Filed 2–11–14; 8:45 am]
[Release No. 34–71499; File No. SR–DTC–
2014–01]
Self-Regulatory Organizations; The
Depository Trust Company; Notice of
Filing and Order of Accelerated
Approval of Proposed Rule Change To
Amend the Depository Trust Company
Settlement Service Guide To Lower the
Amount of the Maximum Net Debit Cap
for an Affiliated Family of Participants
and Make Other Related Changes
mstockstill on DSK4VPTVN1PROD with NOTICES
February 6, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on January
24, 2014, the Depository Trust Company
(‘‘DTC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change described in
Items I and II below, which Items have
been prepared primarily by DTC. The
18 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Mar<15>2010
17:11 Feb 11, 2014
Jkt 232001
Introduction
By this filing, DTC seeks to amend the
Service Guide to: (i) Lower the amount
of the maximum Net Debit Cap 4 for an
affiliated family of Participants
(‘‘Affiliated Family’’),5 and (ii) make
3 Terms not defined herein have the meaning set
forth in DTC’s Rules & Procedures (the ‘‘Rules’’).
Please note that DTC’s Procedures include its
service guides, including but not limited to the
Settlement Service guide.
4 Pursuant to Rule 1 the term: (a) ‘‘Net Debit Cap’’
of a Participant means an amount determined by
the Corporation in the manner specified in the
Procedures; provided, however, that the maximum
Net Debit Cap of the Participant shall be the least
of: (i) A maximum amount applicable to all
Participants based on the liquidity resources of the
Corporation, (ii) the Settling Bank Net Debit Cap
applicable to such Participant or (iii) any other
amount determined by the Corporation, in its sole
discretion.
5 Pursuant to Rule 1 the term ‘‘Affiliated Family’’
means each Participant that controls or is controlled
by another Participant and each Participant that is
under the common control of any Person. For
purposes of this definition, ‘‘control’’ means the
direct or indirect ownership of more than 50% of
the voting securities or other voting interests of any
Person.
PO 00000
Frm 00099
Fmt 4703
Sfmt 4703
8527
other changes to the Service Guide as
more fully described below.
Background
The Net Debit Cap is a risk
management control under the Rules to
limit the net debit balance of any
Participant and of any Affiliated Family
to no more than the amount of liquidity
resources available to DTC to complete
system-wide settlement in the event of
a failure to settle by the largest
Participant or Affiliated Family.
Liquidity resources for DTC include
cash deposits to the Participants Fund
and a committed line of credit with a
syndicate of commercial lenders.
Pursuant to the Rules each Participant
must: (i) Make a Required Participants
Fund Deposit in cash and (ii) purchase
an amount of DTC Series A Preferred
Stock (‘‘DTC Preferred Stock’’) (the
‘‘Required Preferred Stock
Investment’’).6 The aggregate of these
amounts across all Participants is
currently (i) $1.15 billion and (ii) $150
million, respectively, equal to an
aggregate funded amount of $1.3
billion.7 This amount, plus a committed
line of credit of $1.9 billion,8 provides
DTC with $3.2 billion in liquidity
resources. In accordance with the Rules,
the maximum Net Debit Cap of any
Participant and its Affiliated Family
may not exceed this total amount of
liquidity. The Net Debit Cap of each
Participant is set at or below the
maximum based on historic activity of
the Participant; the aggregate amount of
the Net Debit Caps of Participants in an
Affiliated Family (the ‘‘Aggregate
Affiliated Family Net Debit Cap’’) 9 is
likewise limited by the amount of these
liquidity resources. The maximum Net
Debit Cap currently allowed by DTC for
an individual Participant is $1.8 billion
and the maximum Aggregate Affiliated
Family Net Debit Cap is $3.0 billion.10
6 See
DTC Rule 4, Section 2 et seq.
Exchange Act Release Nos. 41529
(Jun. 15, 1999), 64 FR 33333 (Jun. 22, 1999) (SR–
DTC–1999–08); 43197 (Aug. 23, 2000), 65 FR 52459
(Aug. 29, 2000) (SR–DTC–2000–02); 54775 (Nov.
17, 2006), 71 FR 68662 (Nov. 27, 2006) (SR–DTC–
2006–14); 59612 (Mar. 20, 2009), 74 FR 13488 (Mar.
27, 2009) (SR–DTC–2009–06); and 62567 (Dec. 16,
2010), 75 FR 80878 (Dec. 23, 2010) (SR–DTC–2010–
14).
8 Securities Exchange Act Release No. 69556 (May
10, 2013), 78 FR 28933 (May 16, 2013) (SR–DTC–
2013–802).
9 Pursuant to Rule 1, the term ‘‘Aggregate
Affiliated Family Net Debit Cap’’ means the sum of
the Net Debit Caps for the Participants that are part
of an Affiliated Family in the manner specified in
the Procedures; provided, however, that the
maximum Aggregate Affiliated Family Net Debit
Cap shall not exceed the total available liquidity
resources of the Corporation.
10 DTC maintains the maximum Aggregate
Affiliated Family Net Debit Cap below its available
7 Securities
E:\FR\FM\12FEN1.SGM
Continued
12FEN1
8528
Federal Register / Vol. 79, No. 29 / Wednesday, February 12, 2014 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
Proposed Rule Changes
For purposes of calculating liquidity
resources to set the maximum Aggregate
Affiliated Family Net Debit Cap, DTC
has previously included the aggregate
amount paid by Participants for the
purchase of the DTC Preferred Stock
($150 million). (The DTC Preferred
Stock itself constitutes capital of DTC.)
Under the proposed change, DTC will
no longer count the $150 million
amount as a liquidity resource; it will
account for this amount as capital,
available for general business purposes.
The maximum Aggregate Affiliated
Family Net Debit Cap must therefore be
reduced by $150 million, to reflect
reduced cash liquidity resources
available for settlement. Accordingly,
the maximum Aggregate Affiliated
Family Net Debit Cap of $3.0 billion
will be reduced to $2.85 billion. In
addition, for purposes of calculating
Participants Fund deposits, $150
million will be subtracted from the base
amount of the Participants Fund,
currently $600 million which will,
accordingly, be set at $450 million.
DTC proposes to revise the Service
Guide to adjust references to the
Aggregate Affiliated Family Net Debit
Cap amount and reflect related changes
to calculations of the Participants Fund.
In addition, the Service Guide
contains a sample calculation of a
Required Participants Fund Deposit
which is no longer accurate. Rather than
continue to provide an example which
might require updates, DTC proposes to
delete the example and, instead, set
forth in the Service Guide the principles
underlying the calculation of the
Required Participants Fund Deposit and
Required Preferred Stock Investment.11
liquidity resources to adjust for the possibility that
a Participant that is part of an Affiliated Family and
fails to meet its end-of-day settlement obligation
may also be (or be affiliated with) a lender under
the line of credit.
11 The Required Participants Fund Deposit is
calculated by a formula using the concepts of: (i)
A ‘‘base’’ amount, allocated among all Participants
(based upon a sixty business-day rolling average of
each Participant’s intra-day net debit peaks), and
(ii) an additional amount, allocated among the
Affiliated Families that present the greatest
liquidity risk to DTC. Calculation of the Required
Preferred Stock Investment uses the methodology
referred to in clause (i) of the preceding sentence,
i.e., the same calculation as for the base amount of
the Participants Fund. The current example in the
Service Guide presents a Participants Fund (and
DTC Preferred Stock) calculation including the base
amount and the additional amount. The total base
amount allocated among all Participants is shown
in the example as $600 million, representing $450
million in cash deposits and $150 million in
proceeds of the Required Preferred Stock
Investments. Because funds invested in the DTC
Preferred Stock will not be counted as a liquidity
resource, the calculation of a Participants Required
Deposit to the Participants Fund and Required
Preferred Stock Investment will be described
VerDate Mar<15>2010
17:11 Feb 11, 2014
Jkt 232001
DTC will also take this opportunity to:
(i) Clarify procedures for payment of
Required Participants Fund Deposits
and the purchase of a Participant’s
Required Preferred Stock Investment,
and (ii) make other clarifying technical
changes to the Service Guide.
Electronic Comments
Implementation Timeframe
The effective date of the proposed
Rule change will be announced via a
DTC Important Notice.
Paper Comments
2. Statutory Basis
By reducing the maximum Aggregate
Affiliated Family Net Debit Cap, as
described above, the proposed rule
change will support the maintenance of
adequate DTC liquidity resources
available to complete system-wide
settlement in the event of a failure to
settle by the largest Participant or
Affiliated Family. Therefore, DTC
believes the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to DTC, in
particular Section 17A(b)(3)(F) 12 of the
Act which requires that DTC’s Rules be
designed to promote the prompt and
accurate clearance and settlement of
securities transactions and, in general,
to protect investors and the public
interest.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
DTC does not believe that the
proposed Rule change will have any
impact, or impose any burden, on
competition, as DTC expects the
proposed reduction of the maximum
Aggregate Affiliated Family Net Debit
Cap from $3.0 billion to $2.85 billion to
have minimal impact on the ability of
any affected Participant to settle
securities transactions through DTC.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments relating to the
proposed rule change have not yet been
solicited or received with respect to this
filing.
III. 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:
separately in the Service Guide, so the Required
Preferred Stock Investment calculation will be
removed from the Participants Fund section.
12 15 U.S.C. 78q–1(b)(3)(F).
PO 00000
Frm 00100
Fmt 4703
Sfmt 4703
• 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–
DTC–2014–01 on the subject line.
• 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 No.
SR–DTC–2014–01. This file number
should be included on the subject line
if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml ). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filings also will be available for
inspection and copying at the principal
office of DTC and on DTC’s Web site at
https://dtcc.com/legal/sec-rulefilings.aspx. 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 No. SR–DTC–2014–
01 and should be submitted on or before
March 5, 2014.
IV. Commission’s Findings and Order
Granting Accelerated Approval of the
Proposed Rule Change
Section 19(b)(2)(C)(i) of the Act 13
directs the Commission to approve a
proposed rule change of a selfregulatory organization if it finds that
such proposed rule change is consistent
with the requirements of the Act and the
rules and regulations thereunder
13 15
E:\FR\FM\12FEN1.SGM
U.S.C. 78s(b)(2)(C)(i).
12FEN1
Federal Register / Vol. 79, No. 29 / Wednesday, February 12, 2014 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
applicable to such organization. Here,
the Commission finds that the proposed
rule change is consistent with the
requirements of the Act, in particular
the requirements of Section 17A of the
Act,14 and the rules and regulations
thereunder applicable to DTC.
Specifically, the Commission finds that
the proposed rule change is consistent
with Section 17A(b)(3)(F) of the Act,15
which requires, among other things, that
the rules of a registered clearing agency
‘‘are designed to promote the prompt
and accurate clearance and settlement of
securities transactions . . ., to assure
the safeguarding of securities and funds
which are in the custody or control of
the clearing agency or for which it is
responsible.’’ 16
As described above, DTC intends to
no longer account for the $150 million
paid by Participants for their Required
Preferred Stock Investment as a
liquidity resource, but as business
capital only. Consequently, DTC is
proposing this rule change in order to
lower its Net Debit Cap for Aggregate
Affiliated Families by the same amount
so that the Aggregated Affiliated Family
Net Debt Cap, and thus DTC’s liquidity
exposure in the event of an Affiliated
Family default, does not exceed the
actual amount of liquidity resources
available to DTC. As such, the
Commission finds this proposed rule
change consistent with Section
17A(b)(3)(F) of the Act.17
Section 19(b)(2)(C)(iii) of the Act 18
allows the Commission to approve a
proposed rule change earlier than 30
days after the date of publication of the
notice of the proposed rule change in
the Federal Register where the
Commission finds good cause for doing
so and publishes its reason. Here, as
discussed above, DTC has more
precisely allocated the $150 million in
proceeds from the sale of its preferred
stock solely for business capital
purposes rather than for both business
capital purposes and as a liquidity
resource. Given that the financial
stability of DTC and the safeguarding of
securities in its custody or control or for
which it is responsible is in the public
interest, the Commission finds good
cause for the accelerated approval of
this proposed rule change under Section
19(b)(2)(C)(iii) of the Act 19 so that DTC
can implement the proposed change to
14 15 U.S.C. 78q–1. In approving this proposed
rule change, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
15 15 U.S.C. 78q–1(b)(3)(F).
16 Id.
17 Id.
18 15 U.S.C. 78s(b)(2)(C)(iii).
19 Id.
VerDate Mar<15>2010
17:11 Feb 11, 2014
Jkt 232001
8529
reflect DTC’s reallocation of such
proceeds, thus realigning the liquidity
exposure presented to DTC by the
failure of an Affiliated Family to meet
its settlement obligations with the actual
amount of liquidity resources available
to DTC. If DTC were not able to make
this proposed change immediately, the
potential exists for DTC’s liquidity
exposure to exceed its liquidity
resources, which could undermine the
stability of DTC and the safety of the
securities it maintains.
DEPARTMENT OF TRANSPORTATION
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,20 that the
proposed rule change (SR–DTC–2014–
01) be, and it hereby is, approved on an
accelerated basis.
SUMMARY:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–03006 Filed 2–11–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[File No. 500–1]
Amogear Inc.; Order of Suspension of
Trading
February 10, 2014.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Amogear
Inc. (‘‘Amogear’’), quoted under the
ticker symbol AMOG, because the
company has recently been the subject
of spam emails touting the company’s
shares and because of potentially
manipulative conduct in the trading of
the company’s shares.
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
company.
Therefore, it is ordered, pursuant to
Section 12(k) of the Securities Exchange
Act of 1934, that trading in the
securities of the above-listed company is
suspended for the period from 8:30 a.m.
EST on February 10, 2014 through 11:59
p.m. EST on February 24, 2014.
By the Commission.
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2014–03146 Filed 2–10–14; 11:15 am]
BILLING CODE 8011–01–P
20 15
21 17
PO 00000
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
Frm 00101
Fmt 4703
Sfmt 4703
Federal Railroad Administration
[Docket No. FRA–2014–0011–N–02]
Proposed Agency Information
Collection Activities; Comment
Request
Federal Railroad
Administration (FRA), Department of
Transportation (DOT).
ACTION: Notice.
AGENCY:
The information collection
requirements described below will be
submitted to the Office of Management
and Budget (‘‘OMB’’) for review, as
required by the Paperwork Reduction
Act (‘‘PRA’’). FRA is seeking public
comments on its proposal to renew its
PRA clearance to participate in the OMB
program ‘‘Generic Clearance for the
Collection of Qualitative Feedback on
Agency Service Delivery.’’ This program
was created to facilitate federal
agencies’ efforts to streamline the
process to seek public feedback on
service delivery. Current FRA clearance
under this program expires July 31,
2014.
DATES: Comments must be received no
later than April 14, 2014.
ADDRESSES: Submit written comments
on any or all of the following proposed
activities by mail to Ms. Kimberly
Toone, Office of Information
Technology, RAD–20, Federal Railroad
Administration, 1200 New Jersey Ave.
SE., Mail Stop 35, Washington, DC
20590. Commenters requesting FRA to
acknowledge receipt of their respective
comments must include a self-addressed
stamped postcard stating, ‘‘Comments
on OMB control number 2130–0593.’’
Alternatively, comments may be
transmitted via facsimile to (202) 493–
6497, or via email to Ms. Toone at
Kim.Toone@dot.gov. Please refer to the
assigned OMB control number in any
correspondence submitted. FRA will
summarize comments received in
response to this notice in a subsequent
notice and include them in its
information collection submission to
OMB for approval.
FOR FURTHER INFORMATION CONTACT: Ms.
Kimberly Toone, Office of Information
Technology, RAD–20, Federal Railroad
Administration, 1200 New Jersey Ave.
SE., Mail Stop 35, Washington, DC
20590 (telephone: (202) 493–6132).
(These telephone numbers are not tollfree.)
SUPPLEMENTARY INFORMATION: Executive
Order 12862 (1993) (‘‘Setting Customer
Service Standards’’) directed all Federal
executive departments and agencies and
E:\FR\FM\12FEN1.SGM
12FEN1
Agencies
[Federal Register Volume 79, Number 29 (Wednesday, February 12, 2014)]
[Notices]
[Pages 8527-8529]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-03006]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71499; File No. SR-DTC-2014-01]
Self-Regulatory Organizations; The Depository Trust Company;
Notice of Filing and Order of Accelerated Approval of Proposed Rule
Change To Amend the Depository Trust Company Settlement Service Guide
To Lower the Amount of the Maximum Net Debit Cap for an Affiliated
Family of Participants and Make Other Related Changes
February 6, 2014.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on January 24, 2014, the Depository Trust Company (``DTC'') filed with
the Securities and Exchange Commission (``Commission'') the proposed
rule change described in Items I and II below, which Items have been
prepared primarily by DTC. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons
and, by this Order, 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 proposed rule change consists of modifications to the DTC
Settlement Service guide (the ``Service Guide'') to: (i) Lower the
amount of the maximum Net Debit Cap for an affiliated family of
Participants, and (ii) make other changes to the Service Guide, as more
fully described below.\3\
---------------------------------------------------------------------------
\3\ Terms not defined herein have the meaning set forth in DTC's
Rules & Procedures (the ``Rules''). Please note that DTC's
Procedures include its service guides, including but not limited to
the Settlement Service guide.
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, DTC 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 III below. DTC 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
Introduction
By this filing, DTC seeks to amend the Service Guide to: (i) Lower
the amount of the maximum Net Debit Cap \4\ for an affiliated family of
Participants (``Affiliated Family''),\5\ and (ii) make other changes to
the Service Guide as more fully described below.
---------------------------------------------------------------------------
\4\ Pursuant to Rule 1 the term: (a) ``Net Debit Cap'' of a
Participant means an amount determined by the Corporation in the
manner specified in the Procedures; provided, however, that the
maximum Net Debit Cap of the Participant shall be the least of: (i)
A maximum amount applicable to all Participants based on the
liquidity resources of the Corporation, (ii) the Settling Bank Net
Debit Cap applicable to such Participant or (iii) any other amount
determined by the Corporation, in its sole discretion.
\5\ Pursuant to Rule 1 the term ``Affiliated Family'' means each
Participant that controls or is controlled by another Participant
and each Participant that is under the common control of any Person.
For purposes of this definition, ``control'' means the direct or
indirect ownership of more than 50% of the voting securities or
other voting interests of any Person.
---------------------------------------------------------------------------
Background
The Net Debit Cap is a risk management control under the Rules to
limit the net debit balance of any Participant and of any Affiliated
Family to no more than the amount of liquidity resources available to
DTC to complete system-wide settlement in the event of a failure to
settle by the largest Participant or Affiliated Family. Liquidity
resources for DTC include cash deposits to the Participants Fund and a
committed line of credit with a syndicate of commercial lenders.
Pursuant to the Rules each Participant must: (i) Make a Required
Participants Fund Deposit in cash and (ii) purchase an amount of DTC
Series A Preferred Stock (``DTC Preferred Stock'') (the ``Required
Preferred Stock Investment'').\6\ The aggregate of these amounts across
all Participants is currently (i) $1.15 billion and (ii) $150 million,
respectively, equal to an aggregate funded amount of $1.3 billion.\7\
This amount, plus a committed line of credit of $1.9 billion,\8\
provides DTC with $3.2 billion in liquidity resources. In accordance
with the Rules, the maximum Net Debit Cap of any Participant and its
Affiliated Family may not exceed this total amount of liquidity. The
Net Debit Cap of each Participant is set at or below the maximum based
on historic activity of the Participant; the aggregate amount of the
Net Debit Caps of Participants in an Affiliated Family (the ``Aggregate
Affiliated Family Net Debit Cap'') \9\ is likewise limited by the
amount of these liquidity resources. The maximum Net Debit Cap
currently allowed by DTC for an individual Participant is $1.8 billion
and the maximum Aggregate Affiliated Family Net Debit Cap is $3.0
billion.\10\
---------------------------------------------------------------------------
\6\ See DTC Rule 4, Section 2 et seq.
\7\ Securities Exchange Act Release Nos. 41529 (Jun. 15, 1999),
64 FR 33333 (Jun. 22, 1999) (SR-DTC-1999-08); 43197 (Aug. 23, 2000),
65 FR 52459 (Aug. 29, 2000) (SR-DTC-2000-02); 54775 (Nov. 17, 2006),
71 FR 68662 (Nov. 27, 2006) (SR-DTC-2006-14); 59612 (Mar. 20, 2009),
74 FR 13488 (Mar. 27, 2009) (SR-DTC-2009-06); and 62567 (Dec. 16,
2010), 75 FR 80878 (Dec. 23, 2010) (SR-DTC-2010-14).
\8\ Securities Exchange Act Release No. 69556 (May 10, 2013), 78
FR 28933 (May 16, 2013) (SR-DTC-2013-802).
\9\ Pursuant to Rule 1, the term ``Aggregate Affiliated Family
Net Debit Cap'' means the sum of the Net Debit Caps for the
Participants that are part of an Affiliated Family in the manner
specified in the Procedures; provided, however, that the maximum
Aggregate Affiliated Family Net Debit Cap shall not exceed the total
available liquidity resources of the Corporation.
\10\ DTC maintains the maximum Aggregate Affiliated Family Net
Debit Cap below its available liquidity resources to adjust for the
possibility that a Participant that is part of an Affiliated Family
and fails to meet its end-of-day settlement obligation may also be
(or be affiliated with) a lender under the line of credit.
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[[Page 8528]]
Proposed Rule Changes
For purposes of calculating liquidity resources to set the maximum
Aggregate Affiliated Family Net Debit Cap, DTC has previously included
the aggregate amount paid by Participants for the purchase of the DTC
Preferred Stock ($150 million). (The DTC Preferred Stock itself
constitutes capital of DTC.) Under the proposed change, DTC will no
longer count the $150 million amount as a liquidity resource; it will
account for this amount as capital, available for general business
purposes. The maximum Aggregate Affiliated Family Net Debit Cap must
therefore be reduced by $150 million, to reflect reduced cash liquidity
resources available for settlement. Accordingly, the maximum Aggregate
Affiliated Family Net Debit Cap of $3.0 billion will be reduced to
$2.85 billion. In addition, for purposes of calculating Participants
Fund deposits, $150 million will be subtracted from the base amount of
the Participants Fund, currently $600 million which will, accordingly,
be set at $450 million.
DTC proposes to revise the Service Guide to adjust references to
the Aggregate Affiliated Family Net Debit Cap amount and reflect
related changes to calculations of the Participants Fund.
In addition, the Service Guide contains a sample calculation of a
Required Participants Fund Deposit which is no longer accurate. Rather
than continue to provide an example which might require updates, DTC
proposes to delete the example and, instead, set forth in the Service
Guide the principles underlying the calculation of the Required
Participants Fund Deposit and Required Preferred Stock Investment.\11\
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\11\ The Required Participants Fund Deposit is calculated by a
formula using the concepts of: (i) A ``base'' amount, allocated
among all Participants (based upon a sixty business-day rolling
average of each Participant's intra-day net debit peaks), and (ii)
an additional amount, allocated among the Affiliated Families that
present the greatest liquidity risk to DTC. Calculation of the
Required Preferred Stock Investment uses the methodology referred to
in clause (i) of the preceding sentence, i.e., the same calculation
as for the base amount of the Participants Fund. The current example
in the Service Guide presents a Participants Fund (and DTC Preferred
Stock) calculation including the base amount and the additional
amount. The total base amount allocated among all Participants is
shown in the example as $600 million, representing $450 million in
cash deposits and $150 million in proceeds of the Required Preferred
Stock Investments. Because funds invested in the DTC Preferred Stock
will not be counted as a liquidity resource, the calculation of a
Participants Required Deposit to the Participants Fund and Required
Preferred Stock Investment will be described separately in the
Service Guide, so the Required Preferred Stock Investment
calculation will be removed from the Participants Fund section.
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DTC will also take this opportunity to: (i) Clarify procedures for
payment of Required Participants Fund Deposits and the purchase of a
Participant's Required Preferred Stock Investment, and (ii) make other
clarifying technical changes to the Service Guide.
Implementation Timeframe
The effective date of the proposed Rule change will be announced
via a DTC Important Notice.
2. Statutory Basis
By reducing the maximum Aggregate Affiliated Family Net Debit Cap,
as described above, the proposed rule change will support the
maintenance of adequate DTC liquidity resources available to complete
system-wide settlement in the event of a failure to settle by the
largest Participant or Affiliated Family. Therefore, DTC believes the
proposed rule change is consistent with the requirements of the Act and
the rules and regulations thereunder applicable to DTC, in particular
Section 17A(b)(3)(F) \12\ of the Act which requires that DTC's Rules be
designed to promote the prompt and accurate clearance and settlement of
securities transactions and, in general, to protect investors and the
public interest.
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\12\ 15 U.S.C. 78q-1(b)(3)(F).
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(B) Self-Regulatory Organization's Statement on Burden on Competition
DTC does not believe that the proposed Rule change will have any
impact, or impose any burden, on competition, as DTC expects the
proposed reduction of the maximum Aggregate Affiliated Family Net Debit
Cap from $3.0 billion to $2.85 billion to have minimal impact on the
ability of any affected Participant to settle securities transactions
through DTC.
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants, or Others
Written comments relating to the proposed rule change have not yet
been solicited or received with respect to this filing.
III. 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 No. SR-DTC-2014-01 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 No. SR-DTC-2014-01. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml
). Copies of the submission, all subsequent amendments, all written
statements with respect to the proposed rule change that are filed with
the Commission, and all written communications relating to the proposed
rule change between the Commission and any person, other than those
that may be withheld from the public in accordance with the provisions
of 5 U.S.C. 552, will be available for Web site viewing and printing in
the Commission's Public Reference Room, 100 F Street NE., Washington,
DC 20549, on official business days between the hours of 10:00 a.m. and
3:00 p.m. Copies of such filings also will be available for inspection
and copying at the principal office of DTC and on DTC's Web site at
https://dtcc.com/legal/sec-rule-filings.aspx. 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 No. SR-DTC-2014-01 and should be submitted on or
before March 5, 2014.
IV. Commission's Findings and Order Granting Accelerated Approval of
the Proposed Rule Change
Section 19(b)(2)(C)(i) of the Act \13\ directs the Commission to
approve a proposed rule change of a self-regulatory organization if it
finds that such proposed rule change is consistent with the
requirements of the Act and the rules and regulations thereunder
[[Page 8529]]
applicable to such organization. Here, the Commission finds that the
proposed rule change is consistent with the requirements of the Act, in
particular the requirements of Section 17A of the Act,\14\ and the
rules and regulations thereunder applicable to DTC. Specifically, the
Commission finds that the proposed rule change is consistent with
Section 17A(b)(3)(F) of the Act,\15\ which requires, among other
things, that the rules of a registered clearing agency ``are designed
to promote the prompt and accurate clearance and settlement of
securities transactions . . ., to assure the safeguarding of securities
and funds which are in the custody or control of the clearing agency or
for which it is responsible.'' \16\
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\13\ 15 U.S.C. 78s(b)(2)(C)(i).
\14\ 15 U.S.C. 78q-1. In approving this proposed rule change,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. 15 U.S.C. 78c(f).
\15\ 15 U.S.C. 78q-1(b)(3)(F).
\16\ Id.
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As described above, DTC intends to no longer account for the $150
million paid by Participants for their Required Preferred Stock
Investment as a liquidity resource, but as business capital only.
Consequently, DTC is proposing this rule change in order to lower its
Net Debit Cap for Aggregate Affiliated Families by the same amount so
that the Aggregated Affiliated Family Net Debt Cap, and thus DTC's
liquidity exposure in the event of an Affiliated Family default, does
not exceed the actual amount of liquidity resources available to DTC.
As such, the Commission finds this proposed rule change consistent with
Section 17A(b)(3)(F) of the Act.\17\
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\17\ Id.
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Section 19(b)(2)(C)(iii) of the Act \18\ allows the Commission to
approve a proposed rule change earlier than 30 days after the date of
publication of the notice of the proposed rule change in the Federal
Register where the Commission finds good cause for doing so and
publishes its reason. Here, as discussed above, DTC has more precisely
allocated the $150 million in proceeds from the sale of its preferred
stock solely for business capital purposes rather than for both
business capital purposes and as a liquidity resource. Given that the
financial stability of DTC and the safeguarding of securities in its
custody or control or for which it is responsible is in the public
interest, the Commission finds good cause for the accelerated approval
of this proposed rule change under Section 19(b)(2)(C)(iii) of the Act
\19\ so that DTC can implement the proposed change to reflect DTC's
reallocation of such proceeds, thus realigning the liquidity exposure
presented to DTC by the failure of an Affiliated Family to meet its
settlement obligations with the actual amount of liquidity resources
available to DTC. If DTC were not able to make this proposed change
immediately, the potential exists for DTC's liquidity exposure to
exceed its liquidity resources, which could undermine the stability of
DTC and the safety of the securities it maintains.
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\18\ 15 U.S.C. 78s(b)(2)(C)(iii).
\19\ Id.
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V. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\20\ that the proposed rule change (SR-DTC-2014-01) be, and it
hereby is, approved on an accelerated basis.
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\20\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-03006 Filed 2-11-14; 8:45 am]
BILLING CODE 8011-01-P