Self-Regulatory Organizations; The Options Clearing Corporation; Notice of Filing of Proposed Rule Change to Comply With Recently Adopted Commodity Futures Trading Commission Requirements for Derivatives Clearing Organizations That Accept Deposits of Futures Customer Funds, 13366-13368 [2014-05055]
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Federal Register / Vol. 79, No. 46 / Monday, March 10, 2014 / Notices
emcdonald on DSK67QTVN1PROD with NOTICES
employees is a critical component of the
federal regulatory scheme.’’ 8 Effective
and comprehensive supervisory policies
and procedures, among other things, are
critical to a firm’s ability to surveil for
misconduct.
Accordingly, the Commission believes
the proposed rule change would help
TPHs prevent fraudulent and
manipulative acts and practices and
improve investor protection by
requiring TPHs to clearly delineate their
supervisory obligations.
In particular, the Commission
believes that compelling every TPH to
establish and maintain written
supervisory procedures regarding each
of their business activities and
associated persons would provide TPHs
and their supervisory personnel with a
clearer understanding of their
supervisory responsibilities to help
them carry out those responsibilities. In
addition, the Commission believes that
requiring TPHs to inspect all of their
offices or locations at least once every
three calendar years would strengthen
TPHs’ ability to carry out their
compliance and surveillance functions.
Similarly, the Commission believes that
requiring TPHs to conduct an annual
review and submit to the Exchange on
an annual basis a written report on the
TPH’s supervision and compliance
efforts during the preceding year would
help foster a culture of compliance
within each TPH by promoting a
dialogue throughout the TPH of its
compliance efforts and procedures.
By requiring written supervisory
procedures and inspections that are
reasonably designed to prevent and
detect violations of applicable securities
laws and regulations, as well as
Exchange rules, the proposed rule
would help to ensure that TPHs have
the necessary processes in place to
identify potential rule violations or
inappropriate activity. Consequently,
the Commission believes that the
Exchange’s proposal would foster an
environment within each TPH that is
more likely to help decrease the
likelihood of fraudulent and
manipulative acts and practices and
increase investor protection.
Accordingly, the Commission believes
that the proposed rule change is
consistent with the Act.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,9 that the
8 Commission, Division of Market Regulation
(now known as Division of Trading and Markets),
Staff Legal Bulletin No. 17: Remote Office
Supervision (Mar. 19, 2004).
9 15 U.S.C. 78s(b)(2).
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proposed rule change (SR–CBOE–2013–
126) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–05031 Filed 3–7–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71646; File No. SR–OCC–
2014–03]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing of Proposed Rule Change to
Comply With Recently Adopted
Commodity Futures Trading
Commission Requirements for
Derivatives Clearing Organizations
That Accept Deposits of Futures
Customer Funds
March 4, 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 February
19, 2014, The Options Clearing
Corporation (‘‘OCC’’) 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 OCC. OCC filed the
proposed rule change pursuant to
Section 19(b)(3)(A) 3 of the Act and Rule
19b–4(f)(4)(ii) 4 thereunder, so that the
proposal was effective upon filing with
the Commission. The Commission is
publishing this notice to solicit
comments on the rule change from
interested parties.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
This proposed rule change by OCC
would amend OCC’s By-Laws and Rules
to allow OCC to comply with recently
adopted Commodity Futures Trading
Commission (‘‘CFTC’’) requirements for
derivatives clearing organizations
(‘‘DCOs’’), such as OCC, that accept
deposits of futures customer funds from
futures commission merchants
(‘‘FCMs’’).
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(4)(ii).
1 15
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II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
OCC 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. OCC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
1. Purpose
OCC is proposing to modify its rules
to allow it to comply with new CFTC
requirements imposed on depositories
that accept deposits of futures customer
funds from FCMs. Recent amendments
to CFTC Regulation § 1.20 5 require that
FCMs only deposit futures customer
funds with depositories that agree to
grant the CFTC’s Division of Swap
Dealer and Intermediary Oversight
(‘‘DSIO’’) and the CFTC’s Division of
Clearing and Risk, as well as
representatives of the FCM’s designated
self-regulatory organization, certain
access and examination rights (‘‘CFTC
Access and Examination Rights’’).6
OCC, as a CFTC-registered DCO,
functions as a depository with respect to
any futures customer funds deposited
by clearing members that are FCMs.
Consequently, for these FCM clearing
members to continue to use OCC as
their DCO, OCC must agree to comply
with the CFTC Access and Examination
Rights. Pursuant to CFTC Regulation
§ 1.20(d)(1),7 OCC and the clearing
member may make this agreement either
by providing a written acknowledgment
5 17
CFR 1.20.
Regulation § 1.20(d)(3) (17 CFR 1.20(d)(3))
also provides that FCMs may only deposit futures
customer funds with depositories that agree to
provide the director of the DSIO with ‘‘direct, readonly electronic access to transaction and account
balance information’’ for the futures customer
accounts. Based on discussions with staff from the
CFTC’s Division of Clearing and Risk on December
16, 2013 and subsequently confirmed via email, it
is OCC’s understanding that, as a DCO that serves
as a depository with respect to deposits of futures
customer funds by its clearing members that are
FCMs, it will not be required to provide this direct
electronic access, because the CFTC did not intend
for the requirement set forth in § 1.20(d)(3) to apply
to a DCO that has submitted to the CFTC rules that
provide for the segregation of customer funds in
accordance with all relevant provisions of the
Commodity Exchange Act and the rules and orders
promulgated thereunder. Consequently, OCC is not
including this direct electronic access requirement
among the other CFTC Access and Examination
Rights addressed in this Rule Change.
7 17 CFR 1.20(d)(1).
6 CFTC
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Federal Register / Vol. 79, No. 46 / Monday, March 10, 2014 / Notices
letter to the clearing member with
respect to each segregated futures
account and segregated futures
professional account containing futures
customer funds or by adopting rules that
provide for the segregation of futures
customer funds in accordance with the
Commodity Exchange Act and all
relevant CFTC regulations and orders
promulgated thereunder.
In Sections 3(f) and 3(j) of Article VI
of OCC’s By-Laws, OCC already states
that it agrees to comply with applicable
regulations of the CFTC pertaining to
the holding of segregated funds by
clearing organizations of contract
markets with respect to its segregated
futures accounts and segregated futures
professional accounts. OCC proposes to
amend the language in both provisions
to incorporate OCC’s agreement to
comply with the Commodity Exchange
Act itself and all applicable CFTC
orders, and to more precisely conform to
the exact language requirements of
CFTC Regulation § 1.20(d)(1). In order to
provide certainty to its clearing
members that are FCMs, OCC is
proposing to add Interpretation and
Policy .10 to Section 3 of Article VI of
OCC’s By-Laws,8 so that OCC also
explicitly agrees to comply with the
CFTC Access and Examination Rights
set forth in newly adopted CFTC
Regulation § 1.20(d)(5) and (6) with
respect to all segregated futures
accounts and segregated futures
professional accounts.9 Additionally,
Interpretation and Policy .10 will
provide that all clearing members that
open segregated futures accounts or
segregated futures professional accounts
have authorized and directed OCC’s
compliance with the CFTC Access and
Examination Rights without further
notice or consent. To this same end,
OCC also proposes to amend
Interpretation and Policy .11 to OCC
Rule 604 to clarify that any cash
deposited as margin in a segregated
futures professional account will be
handled in the same manner as OCC
currently handles cash deposited as
margin in a segregated futures account—
i.e., if such funds are invested, they will
be invested in accordance with CFTC
Regulations §§ 1.25, 1.26 and 1.27 and
any other CFTC rules pertaining to a
DCO’s investment of futures customer
funds. Not previously mentioning
‘‘segregated futures professional
accounts’’ alongside ‘‘segregated futures
accounts’’ in this Interpretation and
Policy was an unintentional oversight,
8 OCC intends to publish an Information Memo to
inform its clearing members of the filing of this rule
change.
9 17 CFR 1.20(d)(5)–(6).
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18:00 Mar 07, 2014
Jkt 232001
and OCC proposes to make this change
in the interest of completeness—it does
not reflect a change in policy regarding
its handling of futures customer funds
deposited in segregated futures
professional accounts.
2. Statutory Basis
OCC believes the proposed rule
change is consistent with Section
17A(b)(3)(F) of the Act,10 and the rules
and regulations thereunder, including
Rule 17Ad–22(d)(3),11 because it is
intended to protect investors and the
public interest by ensuring OCC holds
futures customer funds in a manner that
minimizes the risk of loss and delay in
access to such funds. As described
above, the proposed rule change is
designed to address OCC’s handling of
futures customer funds related to its
performance of clearing services for
products that are subject to the
jurisdiction of the CFTC. The proposed
change will ensure that OCC holds
futures customers funds in accordance
with new requirements promulgated by
the CFTC designed to protect futures
customers and provide for safer futures
markets. The proposed change will not
adversely affect OCC’s obligations with
respect to the prompt and accurate
clearance and settlement of securities
transactions. The proposed rule change
is not inconsistent with any rules of
OCC, including any other rules
proposed to be amended.
(B) Clearing Agency’s Statement on
Burden on Competition
OCC does not believe that the
proposed rule change would impose any
burden on competition that is not
necessary or appropriate in furtherance
of the Act 12 because it relates solely to
OCC’s activities relating to the clearing
of commodity futures products subject
to the exclusive jurisdiction of the CFTC
and therefore would not have any
impact or impose any burden on
competition in securities markets or any
other market governed by the Act.
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received from Members,
Participants or Others
Written comments on the proposed
rule change were not and are not
intended to be solicited with respect to
the proposed rule change and none have
been received.
10 15
U.S.C. 78q–1(b)(3)(F).
CFR 240.17Ad–22(d)(3).
12 15 U.S.C. 78q–1(b)(3)(I).
11 17
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13367
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change
primarily affects the clearing operations
of OCC with respect to products that are
not securities and does not significantly
affect any securities clearing operations
of OCC or any rights or obligations of
OCC with respect to securities clearing
or persons using such securities-clearing
service, the foregoing rule change has
become effective pursuant to Section
19(b)(3)(A) 13 of the Act and Rule 19b–
4(f)(4)(ii) thereunder.14 At any time
within 60 days of the filing of such 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.15
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 rulecomments@sec.gov. Please include File
Number SR–OCC–2014–03 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–OCC–2014–03. 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 of submission. 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
13 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(4)(ii). OCC has indicated
that it will delay the implementation of the rule
change until it is deemed certified under CFTC
Regulation § 40.6.
15 15 U.S.C. 78s(b)(3)(C).
14 17
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Federal Register / Vol. 79, No. 46 / Monday, March 10, 2014 / Notices
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 Section, 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 OCC and on OCC’s Web site at
https://www.theocc.com/components/
docs/legal/rules_and_bylaws/sr_occ_14_
03.pdf. 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–OCC–2014–03 and should
be submitted on or before March 31,
2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–05055 Filed 3–7–14; 8:45 am]
BILLING CODE 8011–01–P
SOCIAL SECURITY ADMINISTRATION
Agency Information Collection
Activities: Proposed Request and
Comment Request
The Social Security Administration
(SSA) publishes a list of information
collection packages requiring clearance
by the Office of Management and
Budget (OMB) in compliance with
Public Law 104–13, the Paperwork
Reduction Act of 1995, effective October
1, 1995. This notice includes revisions
of OMB-approved information
collections.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and ways to
minimize burden on respondents,
including the use of automated
collection techniques or other forms of
information technology. Mail, email, or
fax your comments and
recommendations on the information
collection(s) to the OMB Desk Officer
and SSA Reports Clearance Officer at
the following addresses or fax numbers.
(OMB), Office of Management and
Budget, Attn: Desk Officer for SSA,
Fax: 202–395–6974, Email address:
OIRA_Submission@omb.eop.gov.
(SSA), Social Security Administration,
OLCA, Attn: Reports Clearance
Director, 3100 West High Rise, 6401
Security Blvd., Baltimore, MD 21235,
Fax: 410–966–2830, Email address:
OR.Reports.Clearance@ssa.gov.
I. The information collections below
are pending at SSA. SSA will submit
them to OMB within 60 days from the
date of this notice. To be sure we
consider your comments, we must
receive them no later than May 9, 2014.
Individuals can obtain copies of the
collection instruments by writing to the
above email address.
1. Statement Regarding Marriage—20
CFR 404.726—0960–0017. According to
section 216(h)(1)(A) of the Social
Security Act (Act), SSA must apply state
law when determining an individual’s
marital status. Some state laws
recognize marriages without a ceremony
(i.e., common-law marriages). In such
cases, SSA provides the same spouse or
widow(er) benefits to common-law
spouses as it does to ceremonially
married spouses. To determine if
someone is a common-law spouse, SSA
must elicit information from blood
relatives or other persons who are
knowledgeable about the alleged
common-law relationship. SSA uses
Form SSA–753, Statement Regarding
Marriage, to collect information from
third parties to verify the applicant’s
statements about intent, cohabitation,
and holding out to the public as
married, which are the basic tenets of a
common-law marriage. SSA uses the
information to determine if a valid
marital relationship exists, and if the
common-law spouse is entitled to Social
Security spouse or widow(er) benefits.
The respondents are third parties who
can confirm or deny an alleged
common-law marriage.
Type of Request: Revision of an OMBapproved information collection.
Modality of completion
Number of
respondents
Frequency of
response
Average
burden per
response
(minutes)
Estimated total
annual burden
(hours)
SSA–753 ..........................................................................................................
40,000
1
9
6,000
emcdonald on DSK67QTVN1PROD with NOTICES
2. Request for Review of Hearing
Decision/Order—20 CFR 404.967—
404.981, 416.1467–416.1481—0960–
0277. Claimants have a statutory right
under the Act and current regulations to
request review of an administrative law
judge’s (ALJ) hearing decision or
dismissal of a hearing request on Title
II and Title XVI claims. Claimants may
request Appeals Council review by
filing a written request using Form HA–
520. SSA uses the information to
establish the claimant filed the request
for review within the prescribed time
and to ensure the claimant completed
the requisite steps permitting the
Appeals Council review. The Appeals
Council uses the information to: (1)
Document the claimant’s reason(s) for
disagreeing with the ALJ’s decision or
dismissal; (2) determine whether the
claimant has additional evidence to
submit; and (3) determine whether the
claimant has a representative or wants
to appoint one. The respondents are
claimants requesting review of an ALJ’s
decision or dismissal of hearing.
Type of Request: Revision of an OMBapproved information collection.
Modality of completion
Number of
respondents
Frequency of
response
Average
burden per
response
(minutes)
Estimated total
annual burden
(hours)
HA–520 ............................................................................................................
171,000
1
10
28,500
16 17
CFR 200.30–3(a)(12).
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Agencies
[Federal Register Volume 79, Number 46 (Monday, March 10, 2014)]
[Notices]
[Pages 13366-13368]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-05055]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71646; File No. SR-OCC-2014-03]
Self-Regulatory Organizations; The Options Clearing Corporation;
Notice of Filing of Proposed Rule Change to Comply With Recently
Adopted Commodity Futures Trading Commission Requirements for
Derivatives Clearing Organizations That Accept Deposits of Futures
Customer Funds
March 4, 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 February 19, 2014, The Options Clearing Corporation (``OCC'')
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 OCC. OCC filed the proposed rule change
pursuant to Section 19(b)(3)(A) \3\ of the Act and Rule 19b-4(f)(4)(ii)
\4\ thereunder, so that the proposal was effective upon filing with the
Commission. The Commission is publishing this notice to solicit
comments on the rule change from interested parties.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(4)(ii).
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
This proposed rule change by OCC would amend OCC's By-Laws and
Rules to allow OCC to comply with recently adopted Commodity Futures
Trading Commission (``CFTC'') requirements for derivatives clearing
organizations (``DCOs''), such as OCC, that accept deposits of futures
customer funds from futures commission merchants (``FCMs'').
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, OCC 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. OCC has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of these
statements.
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
OCC is proposing to modify its rules to allow it to comply with new
CFTC requirements imposed on depositories that accept deposits of
futures customer funds from FCMs. Recent amendments to CFTC Regulation
Sec. 1.20 \5\ require that FCMs only deposit futures customer funds
with depositories that agree to grant the CFTC's Division of Swap
Dealer and Intermediary Oversight (``DSIO'') and the CFTC's Division of
Clearing and Risk, as well as representatives of the FCM's designated
self-regulatory organization, certain access and examination rights
(``CFTC Access and Examination Rights'').\6\ OCC, as a CFTC-registered
DCO, functions as a depository with respect to any futures customer
funds deposited by clearing members that are FCMs. Consequently, for
these FCM clearing members to continue to use OCC as their DCO, OCC
must agree to comply with the CFTC Access and Examination Rights.
Pursuant to CFTC Regulation Sec. 1.20(d)(1),\7\ OCC and the clearing
member may make this agreement either by providing a written
acknowledgment
[[Page 13367]]
letter to the clearing member with respect to each segregated futures
account and segregated futures professional account containing futures
customer funds or by adopting rules that provide for the segregation of
futures customer funds in accordance with the Commodity Exchange Act
and all relevant CFTC regulations and orders promulgated thereunder.
---------------------------------------------------------------------------
\5\ 17 CFR 1.20.
\6\ CFTC Regulation Sec. 1.20(d)(3) (17 CFR 1.20(d)(3)) also
provides that FCMs may only deposit futures customer funds with
depositories that agree to provide the director of the DSIO with
``direct, read-only electronic access to transaction and account
balance information'' for the futures customer accounts. Based on
discussions with staff from the CFTC's Division of Clearing and Risk
on December 16, 2013 and subsequently confirmed via email, it is
OCC's understanding that, as a DCO that serves as a depository with
respect to deposits of futures customer funds by its clearing
members that are FCMs, it will not be required to provide this
direct electronic access, because the CFTC did not intend for the
requirement set forth in Sec. 1.20(d)(3) to apply to a DCO that has
submitted to the CFTC rules that provide for the segregation of
customer funds in accordance with all relevant provisions of the
Commodity Exchange Act and the rules and orders promulgated
thereunder. Consequently, OCC is not including this direct
electronic access requirement among the other CFTC Access and
Examination Rights addressed in this Rule Change.
\7\ 17 CFR 1.20(d)(1).
---------------------------------------------------------------------------
In Sections 3(f) and 3(j) of Article VI of OCC's By-Laws, OCC
already states that it agrees to comply with applicable regulations of
the CFTC pertaining to the holding of segregated funds by clearing
organizations of contract markets with respect to its segregated
futures accounts and segregated futures professional accounts. OCC
proposes to amend the language in both provisions to incorporate OCC's
agreement to comply with the Commodity Exchange Act itself and all
applicable CFTC orders, and to more precisely conform to the exact
language requirements of CFTC Regulation Sec. 1.20(d)(1). In order to
provide certainty to its clearing members that are FCMs, OCC is
proposing to add Interpretation and Policy .10 to Section 3 of Article
VI of OCC's By-Laws,\8\ so that OCC also explicitly agrees to comply
with the CFTC Access and Examination Rights set forth in newly adopted
CFTC Regulation Sec. 1.20(d)(5) and (6) with respect to all segregated
futures accounts and segregated futures professional accounts.\9\
Additionally, Interpretation and Policy .10 will provide that all
clearing members that open segregated futures accounts or segregated
futures professional accounts have authorized and directed OCC's
compliance with the CFTC Access and Examination Rights without further
notice or consent. To this same end, OCC also proposes to amend
Interpretation and Policy .11 to OCC Rule 604 to clarify that any cash
deposited as margin in a segregated futures professional account will
be handled in the same manner as OCC currently handles cash deposited
as margin in a segregated futures account--i.e., if such funds are
invested, they will be invested in accordance with CFTC Regulations
Sec. Sec. 1.25, 1.26 and 1.27 and any other CFTC rules pertaining to a
DCO's investment of futures customer funds. Not previously mentioning
``segregated futures professional accounts'' alongside ``segregated
futures accounts'' in this Interpretation and Policy was an
unintentional oversight, and OCC proposes to make this change in the
interest of completeness--it does not reflect a change in policy
regarding its handling of futures customer funds deposited in
segregated futures professional accounts.
---------------------------------------------------------------------------
\8\ OCC intends to publish an Information Memo to inform its
clearing members of the filing of this rule change.
\9\ 17 CFR 1.20(d)(5)-(6).
---------------------------------------------------------------------------
2. Statutory Basis
OCC believes the proposed rule change is consistent with Section
17A(b)(3)(F) of the Act,\10\ and the rules and regulations thereunder,
including Rule 17Ad-22(d)(3),\11\ because it is intended to protect
investors and the public interest by ensuring OCC holds futures
customer funds in a manner that minimizes the risk of loss and delay in
access to such funds. As described above, the proposed rule change is
designed to address OCC's handling of futures customer funds related to
its performance of clearing services for products that are subject to
the jurisdiction of the CFTC. The proposed change will ensure that OCC
holds futures customers funds in accordance with new requirements
promulgated by the CFTC designed to protect futures customers and
provide for safer futures markets. The proposed change will not
adversely affect OCC's obligations with respect to the prompt and
accurate clearance and settlement of securities transactions. The
proposed rule change is not inconsistent with any rules of OCC,
including any other rules proposed to be amended.
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\10\ 15 U.S.C. 78q-1(b)(3)(F).
\11\ 17 CFR 240.17Ad-22(d)(3).
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(B) Clearing Agency's Statement on Burden on Competition
OCC does not believe that the proposed rule change would impose any
burden on competition that is not necessary or appropriate in
furtherance of the Act \12\ because it relates solely to OCC's
activities relating to the clearing of commodity futures products
subject to the exclusive jurisdiction of the CFTC and therefore would
not have any impact or impose any burden on competition in securities
markets or any other market governed by the Act.
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\12\ 15 U.S.C. 78q-1(b)(3)(I).
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(C) Clearing Agency's Statement on Comments on the Proposed Rule Change
Received from Members, Participants or Others
Written comments on the proposed rule change were not and are not
intended to be solicited with respect to the proposed rule change and
none have been received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change primarily affects the clearing
operations of OCC with respect to products that are not securities and
does not significantly affect any securities clearing operations of OCC
or any rights or obligations of OCC with respect to securities clearing
or persons using such securities-clearing service, the foregoing rule
change has become effective pursuant to Section 19(b)(3)(A) \13\ of the
Act and Rule 19b-4(f)(4)(ii) thereunder.\14\ At any time within 60 days
of the filing of such 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.\15\
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(4)(ii). OCC has indicated that it will
delay the implementation of the rule change until it is deemed
certified under CFTC Regulation Sec. 40.6.
\15\ 15 U.S.C. 78s(b)(3)(C).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml ); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-OCC-2014-03 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-OCC-2014-03. 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 of submission. 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
[[Page 13368]]
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 Section, 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 OCC and on OCC's
Web site at https://www.theocc.com/components/docs/legal/rules_and_bylaws/sr_occ_14_03.pdf. 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-OCC-2014-03 and should be submitted on or before March
31, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-05055 Filed 3-7-14; 8:45 am]
BILLING CODE 8011-01-P