Self-Regulatory Organizations; Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Its Fee Schedule, 15188-15190 [2014-05859]
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15188
Federal Register / Vol. 79, No. 52 / Tuesday, March 18, 2014 / Notices
proposal will help further competition,
because market participants will have
yet another additional option in
determining where to execute orders
and post liquidity if they factor the
benefits of a customer rebate program
into the determination.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.13 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
emcdonald on DSK67QTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
MIAX–2014–12 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–MIAX–2014–12. 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–MIAX–
2014–12 and should be submitted on or
before April 8, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–05858 Filed 3–17–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–71700; File No. SR–MIAX–
2014–13]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Its Fee Schedule
March 12, 2014.
Pursuant to the provisions of Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 notice is hereby given that
on February 28, 2014, Miami
International Securities Exchange LLC
(‘‘MIAX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) a proposed rule change
as described in Items I, II, and III below,
which Items have been prepared by the
Exchange. The Commission is
publishing this notice to solicit
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
13 15
U.S.C. 78s(b)(3)(A)(ii).
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comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend the MIAX Options Fee Schedule.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
Priority Customer Rebate Program (the
‘‘Program’’) 3 to provide for a $0.20 per
contract credit for transactions in MIAX
Select Symbols.4
The Program is based on the
substantially similar fees of another
competing options exchange.5 Under
the Program, the Exchange credits each
Member the per contract amount set
forth in the table below resulting from
each Priority Customer 6 order
transmitted by that Member which is
executed on the Exchange in all
3 See Securities Exchange Act Release Nos. 71283
(January 10, 2014), 79 FR 2914 (January 16, 2014)
(SR–MIAX–2013–63); 71009 (December 6, 2013), 78
FR 75629 (December 12, 2013) (SR–MIAX–2013–
56).
4 The term ‘‘MIAX Select Symbols’’ means
options overlying AAPL, FB, EEM, QQQ, and IWM.
5 See Chicago Board Options Exchange,
Incorporated (‘‘CBOE’’) Fees Schedule, p. 4. See
also Securities Exchange Act Release Nos. 66054
(December 23, 2011), 76 FR 82332 (December 30,
2011) (SR–CBOE–2011–120); 68887 (February 8,
2013), 78 FR 10647 (February 14, 2013) (SR–CBOE–
2013–017).
6 The term ‘‘Priority Customer’’ means a person
or entity that (i) is not a broker or dealer in
securities, and (ii) does not place more than 390
orders in listed options per day on average during
a calendar month for its own beneficial accounts(s).
See MIAX Rule 100.
E:\FR\FM\18MRN1.SGM
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emcdonald on DSK67QTVN1PROD with NOTICES
Federal Register / Vol. 79, No. 52 / Tuesday, March 18, 2014 / Notices
multiply-listed option classes
(excluding mini-options and executions
related to contracts that are routed to
one or more exchanges in connection
with the Options Order Protection and
Locked/Crossed Market Plan referenced
in Rule 1400), provided the Member
meets certain volume thresholds in a
month. The volume thresholds are
calculated based on the customer
average daily volume over the course of
the month. Volume is recorded for and
credits are delivered to the Member
Firm that submits the order to the
Exchange. The Exchange aggregates the
contracts resulting from Priority
Customer orders transmitted and
executed electronically on the Exchange
from affiliated Members for purposes of
the thresholds above, provided there is
at least 75% common ownership
between the firms as reflected on each
firm’s Form BD, Schedule A. In the
event of a MIAX System outage or other
interruption of electronic trading on
MIAX, the Exchange adjusts the
national customer volume in multiplylisted options for the duration of the
outage. A Member may request to
receive its credit under the Program as
a separate direct payment.
The Exchange proposes modifying the
Program to provide for a $0.20 per
contract credit for transactions in MIAX
Select Symbols. MIAX Select Symbols
will initially include options overlying
AAPL, FB, EEM, QQQ, and IWM. Thus,
the Exchange will credit each Member
$0.20 per contract resulting from each
Priority Customer order transmitted by
that Member executed on Exchange in
AAPL, FB, EEM, QQQ, and IWM. The
$0.20 per contract credit would be in
lieu of the applicable credit that would
otherwise apply to the transaction based
on the volume thresholds. The
Exchange notes that all the other aspects
of the Program would continue to apply
to the credits (e.g., the aggregation of
volume of affiliates, exclusion of
contracts that are routed to away
exchanges, exclusion of mini-options
. . . etc.).7
For example, if Member Firm ABC,
Inc. (‘‘ABC’’) has enough Priority
Customer contracts to achieve 0.3% of
the national customer volume in
multiply-listed option contracts during
the month of October, ABC will receive
a credit of $0.10 for each Priority
Customer contract executed in the
month of October. However, any
qualifying Priority Customer
7 See MIAX Fee Schedule, Section 1 (a) iii. See
also Securities Exchange Act Release Nos. 71283
(January 10, 2014), 79 FR 2914 (January 16, 2014)
(SR–MIAX–2013–63); 71009 (December 6, 2013), 78
FR 75629 (December 12, 2013) (SR–MIAX–2013–
56).
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18:34 Mar 17, 2014
Jkt 232001
transactions during such month that
occurred in AAPL, FB, EEM, QQQ, and
IWM would be credited at the $0.20 per
contact rate versus the standard credit of
$0.10. Similarly, if Member Firm XYZ,
Inc. (‘‘XYZ’’) has enough Priority
Customer contracts to achieve 2.5% of
the national customer volume in
multiply-listed option contracts during
the month of October, XYZ will receive
a credit of $0.18 for each Priority
Customer contract executed in the
month of October. However, any
qualifying Priority Customer
transactions during such month that
occurred in AAPL, FB, EEM, QQQ, and
IWM would be credited at the $0.20 per
contact rate versus the standard credit of
$0.18.
The purpose of the amendment to the
Program is to further encourage
Members to direct greater Priority
Customer trade volume to the Exchange
in these high volume symbols. Increased
Priority Customer volume will provide
for greater liquidity, which benefits all
market participants on the Exchange.
The practice of incentivizing increased
retail customer order flow in order to
attract professional liquidity providers
(Market-Makers) is, and has been,
commonly practiced in the options
markets. As such, marketing fee
programs,8 and customer posting
incentive programs,9 are based on
attracting public customer order flow.
The practice of providing additional
incentives to increase order flow in high
volume symbols is, and has been,
commonly practiced in the options
markets.10 The Program similarly
intends to attract Priority Customer
order flow, which will increase
liquidity, thereby providing greater
trading opportunities and tighter
spreads for other market participants
and causing a corresponding increase in
order flow from such other market
participants in these select symbols.
Increasing the number of orders sent to
the Exchange will in turn provide
tighter and more liquid markets, and
therefore attract more business overall.
The credits paid out as part of the
program will be drawn from the general
8 See
MIAX Fee Schedule, Section 1(b).
NYSE Arca, Inc. Fees Schedule, page 4
(section titled ‘‘Customer Monthly Posting Credit
Tiers and Qualifications for Executions in Penny
Pilot Issues’’).
10 See International Securities Exchange, LLC,
Schedule of Fees, p. 6 (providing reduced fee rates
for order flow in Select Symbols); NASDAQ OMX
PHLX, Pricing Schedule, Section I (providing a
rebate for adding liquidity in SPY); NYSE Arca, Inc.
Fees Schedule, page 4 (section titled ‘‘Customer
Monthly Posting Credit Tiers and Qualifications for
Executions in Penny Pilot Issues’’).
9 See
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15189
revenues of the Exchange.11 The
Exchange calculates volume thresholds
on a monthly basis.
The Exchange proposes to implement
the new transaction fees beginning
March 1, 2014.
2. Statutory Basis
The Exchange believes that its
proposal to amend its fee schedule is
consistent with Section 6(b) of the Act 12
in general, and furthers the objectives of
Section 6(b)(4) of the Act 13 in
particular, in that it is an equitable
allocation of reasonable fees and other
charges among Exchange members.
The Exchange believes that the
proposed Priority Customer Rebate
Program is fair, equitable and not
unreasonably discriminatory. The
Program is reasonably designed because
it will incent providers of Priority
Customer order flow to send that
Priority Customer order flow to the
Exchange in order to receive a credit in
a manner that enables the Exchange to
improve its overall competitiveness and
strengthen its market quality for all
market participants. The proposal to
increase the incentives in the high
volume select symbols is also
reasonably designed to increase the
competitiveness of the Exchange with
other options exchanges that also offer
increased incentives to higher volume
symbols. The proposed rebate program
is fair and equitable and not
unreasonably discriminatory because it
will apply equally to all Priority
Customer orders in the select symbols.
All similarly situated Priority Customer
orders in the select symbols are subject
to the same rebate schedule, and access
to the Exchange is offered on terms that
are not unfairly discriminatory. In
addition, the Program is equitable and
not unfairly discriminatory because,
while only Priority Customer order flow
qualifies for the Program, an increase in
Priority Customer order flow will bring
greater volume and liquidity, which
benefit all market participants by
providing more trading opportunities
and tighter spreads.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
11 Despite providing credits under the Program,
the Exchange represents that it will continue to
have adequate resources to fund its regulatory
program and fulfill its responsibilities as a selfregulatory organization while the Program will be
in effect.
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(4).
E:\FR\FM\18MRN1.SGM
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Federal Register / Vol. 79, No. 52 / Tuesday, March 18, 2014 / Notices
of the purposes of the Act. The
Exchange believes that the proposed
change would increase both intermarket
and intramarket competition by
incenting Members to direct their
Priority Customer orders in the select
symbols to the Exchange, which will
enhance the quality of quoting and
increase the volume of contracts traded
here in those symbols. To the extent that
there is additional competitive burden
on non-Priority Customers or trading in
non-select symbols, the Exchange
believes that this is appropriate because
the proposed changes to the rebate
program should incent Members to
direct additional order flow to the
Exchange and thus provide additional
liquidity that enhances the quality of its
markets and increases the volume of
contracts traded here in those symbols.
To the extent that this purpose is
achieved, all the Exchange’s market
participants should benefit from the
improved market liquidity in such
select symbols. Enhanced market
quality and increased transaction
volume that results from the anticipated
increase in order flow directed to the
Exchange will benefit all market
participants and improve competition
on the Exchange in such select symbols.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily favor
competing venues if they deem fee
levels at a particular venue to be
excessive. In such an environment, the
Exchange must continually adjust its
fees to remain competitive with other
exchanges and to attract order flow to
the Exchange. The Exchange believes
that the proposed rule change reflects
this competitive environment because it
reduces the Exchange’s fees in a manner
that encourages market participants to
direct their customer order flow, to
provide liquidity, and to attract
additional transaction volume to the
Exchange. Given the robust competition
for volume among options markets,
many of which offer the same products,
implementing a volume based customer
rebate program to attract order flow like
the one being proposed in this filing is
consistent with the above-mentioned
goals of the Act. This is especially true
for the smaller options markets, such as
MIAX, which is competing for volume
with much larger exchanges that
dominate the options trading industry.
As a new exchange, MIAX has a
nominal percentage of the average daily
trading volume in options, so it is
unlikely that the customer rebate
program could cause any competitive
harm to the options market or to market
participants. Rather, the customer rebate
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program is a modest attempt by a small
options market to attract order volume
away from larger competitors by
adopting an innovative pricing strategy.
The Exchange notes that if the rebate
program resulted in a modest percentage
increase in the average daily trading
volume in options executing on MIAX,
while such percentage would represent
a large volume increase for MIAX, it
would represent a minimal reduction in
volume of its larger competitors in the
industry. The Exchange believes that the
proposal will help further competition,
because market participants will have
yet another additional option in
determining where to execute orders
and post liquidity if they factor the
benefits of a customer rebate program
into the determination.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.14 At any time
within 60 days of the filing of the
proposed rule change, the Commission
summarily may temporarily suspend
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–MIAX–2014–13. 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–MIAX–
2014–13 and should be submitted on or
before April 8, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–05859 Filed 3–17–14; 8:45 am]
BILLING CODE 8011–01–P
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
MIAX–2014–13 on the subject line.
14 15
PO 00000
U.S.C. 78s(b)(3)(A)(ii).
Frm 00096
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15 17
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CFR 200.30–3(a)(12).
18MRN1
Agencies
[Federal Register Volume 79, Number 52 (Tuesday, March 18, 2014)]
[Notices]
[Pages 15188-15190]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-05859]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-71700; File No. SR-MIAX-2014-13]
Self-Regulatory Organizations; Miami International Securities
Exchange LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend Its Fee Schedule
March 12, 2014.
Pursuant to the provisions of Section 19(b)(1) of the Securities
Exchange Act of 1934 (``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice
is hereby given that on February 28, 2014, Miami International
Securities Exchange LLC (``MIAX'' or ``Exchange'') filed with the
Securities and Exchange Commission (``Commission'') a proposed rule
change as described in Items I, II, and III below, which Items have
been prepared by the Exchange. The Commission is publishing this notice
to solicit comments on the proposed rule change from interested
persons.
---------------------------------------------------------------------------
\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 filing a proposal to amend the MIAX Options Fee
Schedule.
The text of the proposed rule change is available on the Exchange's
Web site at https://www.miaxoptions.com/filter/wotitle/rule_filing, at
MIAX's principal office, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Priority Customer Rebate Program
(the ``Program'') \3\ to provide for a $0.20 per contract credit for
transactions in MIAX Select Symbols.\4\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release Nos. 71283 (January 10,
2014), 79 FR 2914 (January 16, 2014) (SR-MIAX-2013-63); 71009
(December 6, 2013), 78 FR 75629 (December 12, 2013) (SR-MIAX-2013-
56).
\4\ The term ``MIAX Select Symbols'' means options overlying
AAPL, FB, EEM, QQQ, and IWM.
---------------------------------------------------------------------------
The Program is based on the substantially similar fees of another
competing options exchange.\5\ Under the Program, the Exchange credits
each Member the per contract amount set forth in the table below
resulting from each Priority Customer \6\ order transmitted by that
Member which is executed on the Exchange in all
[[Page 15189]]
multiply-listed option classes (excluding mini-options and executions
related to contracts that are routed to one or more exchanges in
connection with the Options Order Protection and Locked/Crossed Market
Plan referenced in Rule 1400), provided the Member meets certain volume
thresholds in a month. The volume thresholds are calculated based on
the customer average daily volume over the course of the month. Volume
is recorded for and credits are delivered to the Member Firm that
submits the order to the Exchange. The Exchange aggregates the
contracts resulting from Priority Customer orders transmitted and
executed electronically on the Exchange from affiliated Members for
purposes of the thresholds above, provided there is at least 75% common
ownership between the firms as reflected on each firm's Form BD,
Schedule A. In the event of a MIAX System outage or other interruption
of electronic trading on MIAX, the Exchange adjusts the national
customer volume in multiply-listed options for the duration of the
outage. A Member may request to receive its credit under the Program as
a separate direct payment.
---------------------------------------------------------------------------
\5\ See Chicago Board Options Exchange, Incorporated (``CBOE'')
Fees Schedule, p. 4. See also Securities Exchange Act Release Nos.
66054 (December 23, 2011), 76 FR 82332 (December 30, 2011) (SR-CBOE-
2011-120); 68887 (February 8, 2013), 78 FR 10647 (February 14, 2013)
(SR-CBOE-2013-017).
\6\ The term ``Priority Customer'' means a person or entity that
(i) is not a broker or dealer in securities, and (ii) does not place
more than 390 orders in listed options per day on average during a
calendar month for its own beneficial accounts(s). See MIAX Rule
100.
---------------------------------------------------------------------------
The Exchange proposes modifying the Program to provide for a $0.20
per contract credit for transactions in MIAX Select Symbols. MIAX
Select Symbols will initially include options overlying AAPL, FB, EEM,
QQQ, and IWM. Thus, the Exchange will credit each Member $0.20 per
contract resulting from each Priority Customer order transmitted by
that Member executed on Exchange in AAPL, FB, EEM, QQQ, and IWM. The
$0.20 per contract credit would be in lieu of the applicable credit
that would otherwise apply to the transaction based on the volume
thresholds. The Exchange notes that all the other aspects of the
Program would continue to apply to the credits (e.g., the aggregation
of volume of affiliates, exclusion of contracts that are routed to away
exchanges, exclusion of mini-options . . . etc.).\7\
---------------------------------------------------------------------------
\7\ See MIAX Fee Schedule, Section 1 (a) iii. See also
Securities Exchange Act Release Nos. 71283 (January 10, 2014), 79 FR
2914 (January 16, 2014) (SR-MIAX-2013-63); 71009 (December 6, 2013),
78 FR 75629 (December 12, 2013) (SR-MIAX-2013-56).
---------------------------------------------------------------------------
For example, if Member Firm ABC, Inc. (``ABC'') has enough Priority
Customer contracts to achieve 0.3% of the national customer volume in
multiply-listed option contracts during the month of October, ABC will
receive a credit of $0.10 for each Priority Customer contract executed
in the month of October. However, any qualifying Priority Customer
transactions during such month that occurred in AAPL, FB, EEM, QQQ, and
IWM would be credited at the $0.20 per contact rate versus the standard
credit of $0.10. Similarly, if Member Firm XYZ, Inc. (``XYZ'') has
enough Priority Customer contracts to achieve 2.5% of the national
customer volume in multiply-listed option contracts during the month of
October, XYZ will receive a credit of $0.18 for each Priority Customer
contract executed in the month of October. However, any qualifying
Priority Customer transactions during such month that occurred in AAPL,
FB, EEM, QQQ, and IWM would be credited at the $0.20 per contact rate
versus the standard credit of $0.18.
The purpose of the amendment to the Program is to further encourage
Members to direct greater Priority Customer trade volume to the
Exchange in these high volume symbols. Increased Priority Customer
volume will provide for greater liquidity, which benefits all market
participants on the Exchange. The practice of incentivizing increased
retail customer order flow in order to attract professional liquidity
providers (Market-Makers) is, and has been, commonly practiced in the
options markets. As such, marketing fee programs,\8\ and customer
posting incentive programs,\9\ are based on attracting public customer
order flow. The practice of providing additional incentives to increase
order flow in high volume symbols is, and has been, commonly practiced
in the options markets.\10\ The Program similarly intends to attract
Priority Customer order flow, which will increase liquidity, thereby
providing greater trading opportunities and tighter spreads for other
market participants and causing a corresponding increase in order flow
from such other market participants in these select symbols. Increasing
the number of orders sent to the Exchange will in turn provide tighter
and more liquid markets, and therefore attract more business overall.
---------------------------------------------------------------------------
\8\ See MIAX Fee Schedule, Section 1(b).
\9\ See NYSE Arca, Inc. Fees Schedule, page 4 (section titled
``Customer Monthly Posting Credit Tiers and Qualifications for
Executions in Penny Pilot Issues'').
\10\ See International Securities Exchange, LLC, Schedule of
Fees, p. 6 (providing reduced fee rates for order flow in Select
Symbols); NASDAQ OMX PHLX, Pricing Schedule, Section I (providing a
rebate for adding liquidity in SPY); NYSE Arca, Inc. Fees Schedule,
page 4 (section titled ``Customer Monthly Posting Credit Tiers and
Qualifications for Executions in Penny Pilot Issues'').
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The credits paid out as part of the program will be drawn from the
general revenues of the Exchange.\11\ The Exchange calculates volume
thresholds on a monthly basis.
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\11\ Despite providing credits under the Program, the Exchange
represents that it will continue to have adequate resources to fund
its regulatory program and fulfill its responsibilities as a self-
regulatory organization while the Program will be in effect.
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The Exchange proposes to implement the new transaction fees
beginning March 1, 2014.
2. Statutory Basis
The Exchange believes that its proposal to amend its fee schedule
is consistent with Section 6(b) of the Act \12\ in general, and
furthers the objectives of Section 6(b)(4) of the Act \13\ in
particular, in that it is an equitable allocation of reasonable fees
and other charges among Exchange members.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that the proposed Priority Customer Rebate
Program is fair, equitable and not unreasonably discriminatory. The
Program is reasonably designed because it will incent providers of
Priority Customer order flow to send that Priority Customer order flow
to the Exchange in order to receive a credit in a manner that enables
the Exchange to improve its overall competitiveness and strengthen its
market quality for all market participants. The proposal to increase
the incentives in the high volume select symbols is also reasonably
designed to increase the competitiveness of the Exchange with other
options exchanges that also offer increased incentives to higher volume
symbols. The proposed rebate program is fair and equitable and not
unreasonably discriminatory because it will apply equally to all
Priority Customer orders in the select symbols. All similarly situated
Priority Customer orders in the select symbols are subject to the same
rebate schedule, and access to the Exchange is offered on terms that
are not unfairly discriminatory. In addition, the Program is equitable
and not unfairly discriminatory because, while only Priority Customer
order flow qualifies for the Program, an increase in Priority Customer
order flow will bring greater volume and liquidity, which benefit all
market participants by providing more trading opportunities and tighter
spreads.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance
[[Page 15190]]
of the purposes of the Act. The Exchange believes that the proposed
change would increase both intermarket and intramarket competition by
incenting Members to direct their Priority Customer orders in the
select symbols to the Exchange, which will enhance the quality of
quoting and increase the volume of contracts traded here in those
symbols. To the extent that there is additional competitive burden on
non-Priority Customers or trading in non-select symbols, the Exchange
believes that this is appropriate because the proposed changes to the
rebate program should incent Members to direct additional order flow to
the Exchange and thus provide additional liquidity that enhances the
quality of its markets and increases the volume of contracts traded
here in those symbols. To the extent that this purpose is achieved, all
the Exchange's market participants should benefit from the improved
market liquidity in such select symbols. Enhanced market quality and
increased transaction volume that results from the anticipated increase
in order flow directed to the Exchange will benefit all market
participants and improve competition on the Exchange in such select
symbols. The Exchange notes that it operates in a highly competitive
market in which market participants can readily favor competing venues
if they deem fee levels at a particular venue to be excessive. In such
an environment, the Exchange must continually adjust its fees to remain
competitive with other exchanges and to attract order flow to the
Exchange. The Exchange believes that the proposed rule change reflects
this competitive environment because it reduces the Exchange's fees in
a manner that encourages market participants to direct their customer
order flow, to provide liquidity, and to attract additional transaction
volume to the Exchange. Given the robust competition for volume among
options markets, many of which offer the same products, implementing a
volume based customer rebate program to attract order flow like the one
being proposed in this filing is consistent with the above-mentioned
goals of the Act. This is especially true for the smaller options
markets, such as MIAX, which is competing for volume with much larger
exchanges that dominate the options trading industry. As a new
exchange, MIAX has a nominal percentage of the average daily trading
volume in options, so it is unlikely that the customer rebate program
could cause any competitive harm to the options market or to market
participants. Rather, the customer rebate program is a modest attempt
by a small options market to attract order volume away from larger
competitors by adopting an innovative pricing strategy. The Exchange
notes that if the rebate program resulted in a modest percentage
increase in the average daily trading volume in options executing on
MIAX, while such percentage would represent a large volume increase for
MIAX, it would represent a minimal reduction in volume of its larger
competitors in the industry. The Exchange believes that the proposal
will help further competition, because market participants will have
yet another additional option in determining where to execute orders
and post liquidity if they factor the benefits of a customer rebate
program into the determination.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\14\ At any time within 60 days of the
filing of the proposed rule change, the Commission summarily may
temporarily suspend such rule change if it appears to the Commission
that such action is necessary or appropriate in the public interest,
for the protection of investors, or otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\14\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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- MIAX-2014-13 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-MIAX-2014-13. 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-MIAX-2014-13 and should be
submitted on or before April 8, 2014.
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\15\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-05859 Filed 3-17-14; 8:45 am]
BILLING CODE 8011-01-P