Self-Regulatory Organizations; National Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Its Fee and Rebate Schedule To Reduce a Fee for Orders Routed to Other Trading Centers, 14319-14321 [2014-05453]
Download as PDF
Federal Register / Vol. 79, No. 49 / Thursday, March 13, 2014 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71662; File No. SR–NSX–
2014–06]
Self-Regulatory Organizations;
National Stock Exchange, Inc.; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change To Amend
Its Fee and Rebate Schedule To
Reduce a Fee for Orders Routed to
Other Trading Centers
March 7, 2014.
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 February
28, 2014, National Stock Exchange, Inc.
(‘‘NSX®’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change, as described in
Items I, II, and III below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is proposing to amend
its Fee and Rebate Schedule (the ‘‘Fee
Schedule’’) issued pursuant to Exchange
Rule 16.1. Specifically, the Exchange is
seeking to amend Section II. (Other
Services), subsection A. (Order
Routing—All Tapes) 3 to reduce the per
share fee charged to Exchange Equity
Trading Permit (‘‘ETP’’) 4 Holders for
orders in securities priced at $1.00 or
greater that are routed away to, and
executed on, another Trading Center 5
from the current rate of $0.0030 to the
proposed rate of $0.0025.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.nsx.com, at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 The term ‘‘Tapes’’ refers to the designation
assigned in the Consolidated Tape Association
(‘‘CTA’’) Plan for reporting trades with respect to
securities in Networks A, B and C. Tape A
securities are those listed on the New York Stock
Exchange, Inc.; Tape B securities are listed on
NYSE MKT, formerly NYSE Amex, and regional
exchanges. Tape C securities are those listed on the
NASDAQ Stock Market LLC.
4 Exchange Rule 1.5 defines ‘‘ETP’’ as the Equity
Trading Permit issued by the Exchange for effecting
approved securities transactions on the Exchange’s
trading facilities.
5 Exchange Rule 2.11(a) describes ‘‘Trading
Centers’’ as other securities exchanges, facilities of
securities exchanges, automated trading systems,
electronic communications networks, or other
brokers or dealers.
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
14319
Exchange submits that the proposed
reduction in the transaction fee for
routed orders in securities priced at
$1.00 or greater from $0.0030 to $0.0025
aligns with the changes to the Fee
Schedule that the Exchange filed with
the Commission for effectiveness as of
February 25, 2014.8 Specifically, the
Exchange believes that the instant
proposal will increase opportunities to
enhance the execution quality
experienced by ETP Holders through
improved interaction between liquidity
providers and liquidity removers
(respectively described as ‘‘Makers’’ and
‘‘Takers’’ of liquidity in the current Fee
Schedule). The Exchange believes that,
by reducing the transaction fee per
executed share for routed orders in
securities priced at $1.00 or greater, it
will further incentivize liquidity
removers to access the Exchange to
remove liquidity at lower cost. In
seeking to draw more liquidity, the
Exchange aspires to improve the price
discovery process, improve execution
quality, and lower costs for ETP
Holders. The Exchange notes that the
proposed change will be available to all
ETP Holders with the anticipated result
of better execution quality at lower
costs.
The Exchange submits that the instant
proposal furthers its goals of
maximizing the effectiveness of its
business model, offering economic
incentives to ETP Holders to access the
Exchange and providing a high-quality
and cost-effective execution venue.
1. Purpose
The Exchange is proposing to amend
the current Fee Schedule, Section II.A.
to reduce the per share fee charged to
ETP Holders for orders routed to, and
executed on, other Trading Centers from
the current rate of $0.0030 to the
proposed rate of $0.0025. As proposed,
this rate will apply only to transactions
in securities priced at $1.00 or greater.
Consistent with this proposed reduction
in the transaction fee for routed order
[sic], the Exchange proposes to amend
Section II.A. with respect to the fees
applicable to Double Play Orders.6 An
ETP Holder that enters a Double Play
Order will not be charged a routing fee
under Section II. for the initial routing
to a designated away Trading Center
and any unexecuted portion of a Double
Play Order in a security priced at $1.00
and above that is returned and executed
on the Exchange shall be subject to
either Section I of the Fee Schedule, or
a fee of $0.0025 per share if the order
is subsequently routed to an away
Trading Center in accordance with
Exchange Rule 11.15(a)(ii).7
The Exchange states that it is making
these changes to Section II.A. of the Fee
Schedule as part of its ongoing
assessment of the U.S. equity securities
markets and the competitive
environment in which it operates. The
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6(b) of the
Act,9 in general and, in particular,
Section 6(b)(4) of the Act,10 which
requires that the rules of a national
securities exchange provide for the
equitable allocation of reasonable dues,
fees, and other charges among its
members and issuers and other persons
using its facilities, and with Section
6(b)(5) of the Act,11 which requires,
among other things, that the rules of a
national securities exchange not permit
6 Exchange Rule 11.11(c)(10) defines a Double
Play Order as ‘‘[a] market or limit order for which
the ETP Holder instructs the System to route to
designated away Trading Centers which are
approved by the Exchange from time to time
without first exposing the order to the NSX Book.
A Double Play Order that is not executed in full
after routing away receives a new timestamp upon
return to the Exchange and is ranked and
maintained in the NSX Book in accordance with
Rule 11.14(a).’’
7 Exchange Rule 11.15 (Order Execution),
subparagraph (a)(ii), Routing to Away Trading
Centers, describes the Exchange’s process for
routing eligible orders to away Trading Centers.
8 See SR–NSX–2014–05. The Exchange filed with
the Commission amendments to the Fee Schedule
effective as of February 25, 2014 that, among other
changes, adopted a new pricing model that
provided for fees for adding liquidity and rebates
for removing liquidity (a ‘‘taker/maker’’ pricing
model) and made certain other conforming
amendments. These included eliminating the
separate fee and rebate structure for the Automatic
Execution and Order Delivery modes of order
interaction and eliminating certain execution-based
rebates available in some instances.
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78(f)(b)(4).
11 15 U.S.C. 78f(b)(5).
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TKELLEY on DSK3SPTVN1PROD with NOTICES
14320
Federal Register / Vol. 79, No. 49 / Thursday, March 13, 2014 / Notices
unfair discrimination between
customers, issuers, brokers, or dealers,
and be designed to promote just and
equitable principles of trade, and to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system.
The Exchange submits that its
proposal to reduce the per share fee for
transactions in routed orders in
securities priced at $1.00 or greater from
$0.0030 to $0.0025 is consistent with
Section 6(b)(4) of the Act in that it is
equitably allocated. The reduced fee
will be available to all ETP Holders
entering orders in securities priced at
$1.00 or greater that result in a route to
another Trading Center and a
subsequent transaction. The Exchange
believes that the proposal also meets the
requirement under Section 6(b)(4) of the
Act that fees assessed by the Exchange
be reasonable. Specifically, the
Exchange proposes to lower the current
fee from $0.0030 to $0.0025 as a means
to incentivize increased activity by ETP
Holders. The Exchange submits that the
proposed reduction of $0.0005 in the fee
for shares routed away and executed on
another Trading Center and the
adoption of a new fee of $0.0025
constitutes a reasonable fee that aspires
to encourage more activity by liquidity
providers, which in turn will result in
more ETP Holders accessing the
Exchange to remove liquidity. As noted
by the Exchange, the reduced fee will
apply to all ETP Holders that enter an
order on the Exchange in a security
priced at $1.00 or greater that is
subsequently routed, in whole or in
part, and results in a transaction on
another Trading Center. The Exchange
proposes a parallel change to the fee
applicable to any unexecuted portion of
a Double Play Order in a security priced
at or above $1.00 that is returned to the
Exchange after the initial route to the
designated away Trading Center, and
subsequently routed out to another
Trading Center for purposes of
compliance with trading rules. Such an
order will be subject to the proposed fee
of $0.0025 per executed share. This
pricing change with respect to Double
Play Orders will be equitably applied to
all ETP Holders entering Double Play
Orders and is reasonable to assure that
such orders do not receive disparate
pricing.
The Exchange further submits that its
proposal meets the requirements of
Section 6(b)(5) of the Act. By seeking to
attract more liquidity to the NSX market
through the proposed amendment, the
Exchange is seeking to improve
execution quality, price discovery and
cost-effectiveness. The Exchange
believes that this amendment will,
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17:33 Mar 12, 2014
Jkt 232001
therefore, further the purposes of
Section 6(b)(5) in that it does not permit
unfair competition between customers,
issuers, brokers or dealers and is
designed to promote just and equitable
principles of trade, and remove
impediments to and perfect the
mechanism of a free and open market
and a national market system.
IV. Solicitation of Comments
B. Self-Regulatory Organization’s
Statement on Burden on Competition
Electronic Comments
The Exchange 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 Exchange Act.
The Exchange believes, in fact, that the
proposed change will operate to
enhance rather than burden competition
by aspiring to increase liquidity and
improve execution quality on the
Exchange through an equitable
allocation of a reasonable economic
incentive. The Exchange submits that its
belief that the instant change will
enhance competition is supported by
the fact that the proposed fee rate of
$0.0025 per executed share for orders
routed by the Exchange to other Trading
Centers is within the range of fees
assessed by other national securities
exchanges for executions in routed
orders.12
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited or
received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The proposed rule change has taken
effect upon filing pursuant to Section
19(b)(3)(A)(ii) of the Act 13 and
subparagraph (f)(2) of Rule 19b–4.14 At
any time within 60 days of the filing of
such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
12 See, e.g., NASDAQ OMX Price List at https://
www.nasdaqtrader.com/
Trader.aspx?id=PriceListTrading2; BATS BZX
Exchange Fee Schedule at https://
cdn.batstrading.com/resources/regulation/rule_
book/BATS-Exchanges_Fee_Schedules.pdf.
13 15 U.S.C. 78s(b)(3)(A)(ii).
14 17 CFR.240.19b–4.
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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:
• 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–
NSX–2014–06 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–NSX–2014–06. 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–NSX–
2014–06 and should be submitted on or
before April 3, 2014.
E:\FR\FM\13MRN1.SGM
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Federal Register / Vol. 79, No. 49 / Thursday, March 13, 2014 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–05453 Filed 3–12–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71665; File No. SR–MSRB–
2013–07]
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Order Granting Approval of a
Proposed Rule Change Consisting of
Proposed MSRB Rule G–47, on Time of
Trade Disclosure Obligations,
Proposed Revisions to MSRB Rule G–
19, on Suitability of Recommendations
and Transactions, Proposed MSRB
Rules D–15 and G–48, on
Sophisticated Municipal Market
Professionals, and the Proposed
Deletion of Interpretive Guidance
March 7, 2014.
I. Introduction
On September 17, 2013, the
Municipal Securities Rulemaking Board
(the ‘‘MSRB’’) filed with the Securities
and Exchange Commission (the ‘‘SEC’’
or ‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (the ‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change
consisting of new MSRB Rule G–47
(time of trade disclosures), new MSRB
Rules D–15 and G–48 (sophisticated
municipal market professionals or
‘‘SMMPs’’), and amendments to MSRB
Rule G–19 (suitability). The proposed
rule change was published for comment
in the Federal Register on October 22,
2013.3 The Commission received two (2)
comment letters in response to the
proposed rule change.4 On January 14,
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Exchange Act Release No. 70593 (October 1,
2013), 78 FR 62867 (October 22, 2013) (Notice of
Filing of a Proposed Rule Change Consisting of
Proposed MSRB Rule G–47, on Time of Trade
Disclosure Obligations, Proposed Revisions to
MSRB Rule G–19, on Suitability of
Recommendations and Transactions, Proposed
MSRB Rules D–15 and G–48, on Sophisticated
Municipal Market Professionals, and the Proposed
Deletion of Interpretive Guidance) (‘‘Proposing
Release’’). The comment period closed on
November 12, 2013.
4 Letters from Tamara K. Salmon, Senior
Associate Counsel, Investment Company Institute to
Elizabeth M. Murphy, Secretary, SEC, dated
November 1, 2013 (‘‘ICI Letter’’) and David L.
Cohen, Managing Director/Associate General
Counsel, Securities Industry and Financial Markets
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2014, the MSRB responded to the
comments.5 On January 16, 2014, the
Commission published an order to
solicit comments from interested
persons and to institute proceedings
pursuant to Section 19(b)(2)(B) of the
Act 6 to determine whether to approve
or disapprove the proposed rule change
(‘‘Proceedings Order.’’).7 The
Commission received no comment
letters in response to the Proceedings
Order. The Commission is approving
the proposed rule change.8
II. Description of Proposal
As further described in the Proposing
Release, the MSRB states that it has
examined its interpretive guidance
related to time of trade disclosures,
suitability, and SMMPs and proposes to
consolidate this guidance and codify it
into several rules: a new time of trade
disclosure rule (proposed Rule G–47), a
revised suitability rule (Rule G–19), and
two new SMMP rules (proposed Rules
D–15 and G–48). Additionally, the
proposed revisions to Rule G–19 are
designed to harmonize the MSRB’s
suitability rule with the Financial
Industry Regulatory Authority’s
(‘‘FINRA’’) suitability rule.9
In connection with the rule changes
described above, the MSRB proposed to
delete certain interpretive guidance
affected by these rule changes from the
MSRB’s Rule Book. Additionally, in the
Proposing Release, the MSRB indicated
that it did not intend to preserve the
relevant guidance, because doing so
‘‘would not advance the MSRB’s goal to
streamline its rulebook.’’ 10 In its
Response, the MSRB articulated a
different approach. Specifically, to
address a commenter concern, the
Association, to Elizabeth M. Murphy, Secretary,
SEC, dated November 12, 2013 (‘‘SIFMA Letter’’).
5 See Letter from Michael L. Post, Deputy General
Counsel, MSRB, to Elizabeth M. Murphy, Secretary,
SEC dated January 14, 2014 (‘‘Response’’).
6 15 U.S.C. 78s(b)(2)(B).
7 See Exchange Act Release No. 71326 (January
16, 2014), 79 FR 3909 (January 23, 2014) (Order
Instituting Proceedings 2013–SR–MSRB–07). The
comment period closed on February 13, 2014.
8 The text of the proposed rule change is available
on the MSRB’s Web site at www.msrb.org/Rulesand-Interpretations/SEC-Filings/2013-Filings.aspx,
at the MSRB’s principal office, and at the
Commission’s Public Reference Room.
9 See FINRA Rule 2111.
10 See Proposing Release at 21 (responding to a
SIFMA comment regarding proposed Rule G–47).
See also Proposing Release at 4, describing the
MSRB’s streamlining goals (‘‘The structure of
Proposed G–47 (rule language followed by
supplementary material) is the same structure used
by FINRA and other selfregulatory organizations
(‘‘SROs’’). The MSRB intends generally to transition
to this structure for all of its rules going forward in
order to streamline the rules, harmonize the format
with that of other SROs, and make the rules easier
for dealers and municipal advisors to understand
and follow.’’)
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14321
MSRB stated that it will archive on its
Web site the existing guidance that is to
be deleted from the Rule Book in
connection with the proposed rule
change.11 Moreover, the MSRB states
that ‘‘[t]o the extent that past
interpretive guidance does not conflict
with any MSRB rules or interpretations
thereof, it remains potentially
applicable, depending on the facts and
circumstances of a particular case.’’ 12
A. Rule G–47 on Time of Trade
Disclosures
MSRB Rule G–17 provides that, in the
conduct of its municipal securities or
municipal advisory activities, each
broker, dealer, municipal securities
dealer (‘‘dealer’’), and municipal advisor
must deal fairly with all persons and
may not engage in any deceptive,
dishonest or unfair practice. The MSRB
has interpreted Rule G–17 to require a
dealer, in connection with a municipal
securities transaction, to disclose to its
customer, at or prior to the time of trade,
all material information about the
transaction known by the dealer, as well
as material information about the
security that is reasonably accessible to
the market.13 The MSRB stated in the
Proposing Release that it has issued
extensive interpretive guidance
discussing this time of trade disclosure
obligation in general, as well as in
specific scenarios. Proposed Rule G–47
is designed to consolidate most of the
previously issued guidance into rule
language which the MSRB believes
would ease the burden on dealers and
other market participants who endeavor
to understand, comply with and enforce
these obligations. The MSRB asserted
that the proposed codification of the
interpretive guidance on time of trade
disclosure obligations is not intended
to, and will not, substantively change
the current obligations. Rather, the
MSRB maintained that the codification
is an effort to consolidate the current
obligations into streamlined rule
language.
A summary of proposed Rule G–47 is
as follows:
1. General Disclosure Obligation
Proposed Rule G–47(a) states that
dealers cannot sell municipal securities
to a customer, or purchase municipal
securities from a customer, without
disclosing to the customer, at or prior to
the time of trade, all material
information known about the
11 See Response at 2. See also discussion of
comments, below.
12 Response at 2.
13 See, e.g., MSRB Answers Frequently Asked
Questions Regarding Dealer Disclosure Obligations
Under MSRB Rule G–17 (November 30, 2011).
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Agencies
[Federal Register Volume 79, Number 49 (Thursday, March 13, 2014)]
[Notices]
[Pages 14319-14321]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-05453]
[[Page 14319]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71662; File No. SR-NSX-2014-06]
Self-Regulatory Organizations; National Stock Exchange, Inc.;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend Its Fee and Rebate Schedule To Reduce a Fee for Orders Routed to
Other Trading Centers
March 7, 2014.
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 February 28, 2014, National Stock Exchange, Inc.
(``NSX[supreg]'' or the ``Exchange'') filed with the Securities and
Exchange Commission (``Commission'') the proposed rule change, as
described in Items I, II, and III below, which Items have been prepared
by the Exchange. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\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 is proposing to amend its Fee and Rebate Schedule (the
``Fee Schedule'') issued pursuant to Exchange Rule 16.1. Specifically,
the Exchange is seeking to amend Section II. (Other Services),
subsection A. (Order Routing--All Tapes) \3\ to reduce the per share
fee charged to Exchange Equity Trading Permit (``ETP'') \4\ Holders for
orders in securities priced at $1.00 or greater that are routed away
to, and executed on, another Trading Center \5\ from the current rate
of $0.0030 to the proposed rate of $0.0025.
---------------------------------------------------------------------------
\3\ The term ``Tapes'' refers to the designation assigned in the
Consolidated Tape Association (``CTA'') Plan for reporting trades
with respect to securities in Networks A, B and C. Tape A securities
are those listed on the New York Stock Exchange, Inc.; Tape B
securities are listed on NYSE MKT, formerly NYSE Amex, and regional
exchanges. Tape C securities are those listed on the NASDAQ Stock
Market LLC.
\4\ Exchange Rule 1.5 defines ``ETP'' as the Equity Trading
Permit issued by the Exchange for effecting approved securities
transactions on the Exchange's trading facilities.
\5\ Exchange Rule 2.11(a) describes ``Trading Centers'' as other
securities exchanges, facilities of securities exchanges, automated
trading systems, electronic communications networks, or other
brokers or dealers.
---------------------------------------------------------------------------
The text of the proposed rule change is available on the Exchange's
Web site at https://www.nsx.com, at the principal office of the
Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant parts 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 is proposing to amend the current Fee Schedule,
Section II.A. to reduce the per share fee charged to ETP Holders for
orders routed to, and executed on, other Trading Centers from the
current rate of $0.0030 to the proposed rate of $0.0025. As proposed,
this rate will apply only to transactions in securities priced at $1.00
or greater. Consistent with this proposed reduction in the transaction
fee for routed order [sic], the Exchange proposes to amend Section
II.A. with respect to the fees applicable to Double Play Orders.\6\ An
ETP Holder that enters a Double Play Order will not be charged a
routing fee under Section II. for the initial routing to a designated
away Trading Center and any unexecuted portion of a Double Play Order
in a security priced at $1.00 and above that is returned and executed
on the Exchange shall be subject to either Section I of the Fee
Schedule, or a fee of $0.0025 per share if the order is subsequently
routed to an away Trading Center in accordance with Exchange Rule
11.15(a)(ii).\7\
---------------------------------------------------------------------------
\6\ Exchange Rule 11.11(c)(10) defines a Double Play Order as
``[a] market or limit order for which the ETP Holder instructs the
System to route to designated away Trading Centers which are
approved by the Exchange from time to time without first exposing
the order to the NSX Book. A Double Play Order that is not executed
in full after routing away receives a new timestamp upon return to
the Exchange and is ranked and maintained in the NSX Book in
accordance with Rule 11.14(a).''
\7\ Exchange Rule 11.15 (Order Execution), subparagraph (a)(ii),
Routing to Away Trading Centers, describes the Exchange's process
for routing eligible orders to away Trading Centers.
---------------------------------------------------------------------------
The Exchange states that it is making these changes to Section
II.A. of the Fee Schedule as part of its ongoing assessment of the U.S.
equity securities markets and the competitive environment in which it
operates. The Exchange submits that the proposed reduction in the
transaction fee for routed orders in securities priced at $1.00 or
greater from $0.0030 to $0.0025 aligns with the changes to the Fee
Schedule that the Exchange filed with the Commission for effectiveness
as of February 25, 2014.\8\ Specifically, the Exchange believes that
the instant proposal will increase opportunities to enhance the
execution quality experienced by ETP Holders through improved
interaction between liquidity providers and liquidity removers
(respectively described as ``Makers'' and ``Takers'' of liquidity in
the current Fee Schedule). The Exchange believes that, by reducing the
transaction fee per executed share for routed orders in securities
priced at $1.00 or greater, it will further incentivize liquidity
removers to access the Exchange to remove liquidity at lower cost. In
seeking to draw more liquidity, the Exchange aspires to improve the
price discovery process, improve execution quality, and lower costs for
ETP Holders. The Exchange notes that the proposed change will be
available to all ETP Holders with the anticipated result of better
execution quality at lower costs.
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\8\ See SR-NSX-2014-05. The Exchange filed with the Commission
amendments to the Fee Schedule effective as of February 25, 2014
that, among other changes, adopted a new pricing model that provided
for fees for adding liquidity and rebates for removing liquidity (a
``taker/maker'' pricing model) and made certain other conforming
amendments. These included eliminating the separate fee and rebate
structure for the Automatic Execution and Order Delivery modes of
order interaction and eliminating certain execution-based rebates
available in some instances.
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The Exchange submits that the instant proposal furthers its goals
of maximizing the effectiveness of its business model, offering
economic incentives to ETP Holders to access the Exchange and providing
a high-quality and cost-effective execution venue.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6(b) of the Act,\9\ in general and, in
particular, Section 6(b)(4) of the Act,\10\ which requires that the
rules of a national securities exchange provide for the equitable
allocation of reasonable dues, fees, and other charges among its
members and issuers and other persons using its facilities, and with
Section 6(b)(5) of the Act,\11\ which requires, among other things,
that the rules of a national securities exchange not permit
[[Page 14320]]
unfair discrimination between customers, issuers, brokers, or dealers,
and be designed to promote just and equitable principles of trade, and
to remove impediments to and perfect the mechanism of a free and open
market and a national market system.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78(f)(b)(4).
\11\ 15 U.S.C. 78f(b)(5).
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The Exchange submits that its proposal to reduce the per share fee
for transactions in routed orders in securities priced at $1.00 or
greater from $0.0030 to $0.0025 is consistent with Section 6(b)(4) of
the Act in that it is equitably allocated. The reduced fee will be
available to all ETP Holders entering orders in securities priced at
$1.00 or greater that result in a route to another Trading Center and a
subsequent transaction. The Exchange believes that the proposal also
meets the requirement under Section 6(b)(4) of the Act that fees
assessed by the Exchange be reasonable. Specifically, the Exchange
proposes to lower the current fee from $0.0030 to $0.0025 as a means to
incentivize increased activity by ETP Holders. The Exchange submits
that the proposed reduction of $0.0005 in the fee for shares routed
away and executed on another Trading Center and the adoption of a new
fee of $0.0025 constitutes a reasonable fee that aspires to encourage
more activity by liquidity providers, which in turn will result in more
ETP Holders accessing the Exchange to remove liquidity. As noted by the
Exchange, the reduced fee will apply to all ETP Holders that enter an
order on the Exchange in a security priced at $1.00 or greater that is
subsequently routed, in whole or in part, and results in a transaction
on another Trading Center. The Exchange proposes a parallel change to
the fee applicable to any unexecuted portion of a Double Play Order in
a security priced at or above $1.00 that is returned to the Exchange
after the initial route to the designated away Trading Center, and
subsequently routed out to another Trading Center for purposes of
compliance with trading rules. Such an order will be subject to the
proposed fee of $0.0025 per executed share. This pricing change with
respect to Double Play Orders will be equitably applied to all ETP
Holders entering Double Play Orders and is reasonable to assure that
such orders do not receive disparate pricing.
The Exchange further submits that its proposal meets the
requirements of Section 6(b)(5) of the Act. By seeking to attract more
liquidity to the NSX market through the proposed amendment, the
Exchange is seeking to improve execution quality, price discovery and
cost-effectiveness. The Exchange believes that this amendment will,
therefore, further the purposes of Section 6(b)(5) in that it does not
permit unfair competition between customers, issuers, brokers or
dealers and is designed to promote just and equitable principles of
trade, and remove impediments to and perfect the mechanism of a free
and open market and a national market system.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Exchange Act. The Exchange
believes, in fact, that the proposed change will operate to enhance
rather than burden competition by aspiring to increase liquidity and
improve execution quality on the Exchange through an equitable
allocation of a reasonable economic incentive. The Exchange submits
that its belief that the instant change will enhance competition is
supported by the fact that the proposed fee rate of $0.0025 per
executed share for orders routed by the Exchange to other Trading
Centers is within the range of fees assessed by other national
securities exchanges for executions in routed orders.\12\
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\12\ See, e.g., NASDAQ OMX Price List at https://www.nasdaqtrader.com/Trader.aspx?id=PriceListTrading2; BATS BZX
Exchange Fee Schedule at https://cdn.batstrading.com/resources/regulation/rule_book/BATS-Exchanges_Fee_Schedules.pdf.
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited or received written comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The proposed rule change has taken effect upon filing pursuant to
Section 19(b)(3)(A)(ii) of the Act \13\ and subparagraph (f)(2) of Rule
19b-4.\14\ At any time within 60 days of the filing of such proposed
rule change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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\13\ 15 U.S.C. 78s(b)(3)(A)(ii).
\14\ 17 CFR.240.19b-4.
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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-NSX-2014-06 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-NSX-2014-06. 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-NSX-2014-06 and should be
submitted on or before April 3, 2014.
[[Page 14321]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-05453 Filed 3-12-14; 8:45 am]
BILLING CODE 8011-01-P