Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Order Approving a Proposed Rule Change To Enhance the Exchange's Audit Trail, 30911-30912 [2014-12426]
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Federal Register / Vol. 79, No. 103 / Thursday, May 29, 2014 / Notices
All submissions should refer to File
Number SR–MIAX–2014–18. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
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–
2014–18, and should be submitted on or
before June 19, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–12424 Filed 5–28–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72230; File No. SR–CBOE–
2014–029]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Order Approving a
Proposed Rule Change To Enhance
the Exchange’s Audit Trail
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Jkt 232001
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 71859
(April 3, 2014), 79 FR 19697 (‘‘Notice’’).
4 See CBOE Rule 6.70 defining a Floor Broker.
5 See CBOE Rule 7.12(a) defining a PAR Official.
6 See Notice, supra note 3, at 19697.
7 See id.
8 See id. at n. 4 (citing CBOE Rule 6.24).
9 See id. at 19698.
10 See id.
11 See id. at n. 5.
12 See id. at 19698.
2 17
I. Introduction
On March 27, 2014, the Chicago
Board Options Exchange, Incorporated
(the ‘‘Exchange’’ or ‘‘CBOE’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’),
CFR 200.30–3(a)(12).
II. Description of the Proposal
The Exchange proposes to require
Floor Brokers 4 and PAR Officials 5 to
electronically capture, by pressing a
‘‘Represent Button’’ on their trading
device, the time at which they initially
verbally present orders in the
Exchange’s trading crowd.6 The
Represent Button will be located on
PAR workstations and other Exchangeapproved devices used by Floor
Brokers.7
According to the Exchange, CBOE
Trading Permit Holders may use
Exchange-approved devices to
systematize 8 orders on the floor, but the
Exchange does not currently require
Floor Brokers and PAR Officials to
electronically capture the time when
orders are represented in the trading
crowd on these devices.9 The Exchange
states that the procedure Floor Brokers
and PAR Officials currently follow to
represent orders and consummate trades
on the Exchange’s trading floor will not
change aside from the added step of
capturing the time an order is initially
represented in the trading crowd by
pushing the Represent Button.10 The
Exchange also represents that any new
floor based order management device
will be required to have the Represent
Button functionality before CBOE will
approve it to be used on the Exchange
trading floor if it will be used to
represent orders on an agency basis.11
The Exchange believes that capturing
the time when orders are represented on
the Exchange’s trading floor will help
the Exchange develop and implement
surveillances concerning the Exchange’s
rules, including, but not limited to, due
diligence requirements of Floor Brokers
and Exchange priority rules.12
1 15
May 22, 2014.
24 17
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 to enhance the
Exchange’s audit trail. The proposed
rule change was published for comment
in the Federal Register on April 9,
2014.3 The Commission received no
comment letters regarding the proposed
rule change. This order approves the
proposed rule change.
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
30911
The Exchange proposes to announce
the implementation date of the
proposed rule change within 30 days
following approval by the Commission
and has represented to the Commission
that all devices currently used to
represent orders in the trading crowd by
Floor Brokers and PAR Officials will
have the Represent Button functionality
by the time of implementation.13
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to a national
securities exchange.14 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,15 which requires,
among other things, that the rules of a
national securities exchange be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
As described above, the Exchange
proposes to require that Floor Brokers
and PAR Officials press the Represent
Button to capture electronically the time
at which they initially represent an
order to the Exchange’s trading crowd.
The Commission notes that the
Exchange has represented that, aside
from this additional requirement, open
out-cry trading will generally continue
to operate as it currently does once this
proposed rule change is implemented.16
The Represent Button will be added to
devices already used by Floor Brokers
and PAR Officials on the Exchange floor
and represents an additional discrete
functionality to capture the time that an
order is represented. The Exchange also
represents that this new requirement
will apply equally to all participants
that handle agency orders in the trading
crowd.17 The Commission believes that
the proposed rule change represents an
incremental enhancement to CBOE’s
audit trail and should help facilitate
CBOE’s ability to monitor activity on its
trading floor and assess compliance
with its rules.
13 See
id.
approving this proposal, the Commission has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
15 15 U.S.C. 78f(b)(5).
16 See Notice, supra note 3, at 19698.
17 See id.
14 In
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30912
Federal Register / Vol. 79, No. 103 / Thursday, May 29, 2014 / Notices
IV. Conclusion
II. Description
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,18 that the
proposed rule change (SR–CBOE–2014–
029) is approved.
A. Current ACATS Process
ACATS enables NSCC Members
(‘‘Members’’) to automatically transfer
customer accounts among themselves.7
A Member to whom a customer’s
securities account is to be transferred
(‘‘Receiving Member’’) may initiate the
account transfer process by submitting a
Transfer Initiation Request to NSCC.
When the Member who is to deliver the
customer’s securities account through
ACATS (‘‘Delivering Member’’) accepts
the request, NSCC will cause eligible
securities in that account to enter
NSCC’s Continuous Net Settlement
Accounting Operation (‘‘CNS’’) prior to
the settlement cycle on the day before
Settlement Date. Securities that are not
eligible for CNS but are eligible for
settlement at DTC (‘‘Non-CNS DTCEligible Securities’’) may be settled
either through another NSCC service or
outside of NSCC, depending on the asset
type.
In order to incentivize the Delivering
Member to make delivery of the
securities, the Delivering Member is
charged with a money settlement debit
and the Receiving Member with a
money settlement credit (‘‘Incentive
Charges’’). Incentive Charges are then
reversed when the securities transfer is
complete.
For ACATS transfers of CNS-eligible
securities, NSCC tracks the receive and
deliver obligations in CNS so that NSCC
is able to reverse the uncompleted
transfers of a Member that is party to the
transfer but fails to meet its money
settlement obligation to NSCC or NSCC
ceases to act for such Member
(collectively, ‘‘Fails to Settle’’).
However, if two or more Members Fail
to Settle, then NSCC may not be able to
identify completed versus uncompleted
transfers because ACATS securities that
settle via CNS are fungible with CNS’s
other activity and are netted with the
guaranteed trades in the same securities
that settle in CNS. As a result, in such
a scenario, NSCC may have to reverse
all ACATS transfers relating to those
Members, whether or not the
transactions were completed, in order to
eliminate the Incentive Charges.
For ACATS transfers of Non-CNS
DTC-Eligible Securities, the Delivering
Member that fails to make delivery of
the securities (‘‘Fails to Deliver’’) will
receive a money debit (i.e., an Incentive
Charge) for the full value of the
securities. However, NSCC does not
track the completion of those transfers.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–12426 Filed 5–28–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72223; File No. SR–NSCC–
2014–04]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Order Approving
Proposed Rule Change to Effect
Processing Enhancements to the
NSCC Automated Customer Account
Transfer Service
May 22, 2014.
I. Introduction
On March 27, 2014, National
Securities Clearing Corporation
(‘‘NSCC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
proposed rule change SR–NSCC–2014–
04 (‘‘Proposed Rule Change’’) 3 to
implement processing enhancements 4
to NSCC’s Automated Customer
Account Transfer Service (‘‘ACATS’’).5
The Proposed Rule Change was
published for comment in the Federal
Register on April 11, 2014.6 The
Commission did not receive comments
on the Proposed Rule Change. This
order approves the Proposed Rule
Change.
18 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Defined terms not defined herein have the
meaning set forth in NSCC’s Rules and Procedures
(‘‘Rules’’), available at https://dtcc.com/∼/media/
Files/Downloads/legal/rules/nscc_rules.ashx.
4 NSCC will announce the implementation of this
Proposed Rule Change via an Important Notice to
Members.
5 The Depository Trust Company (‘‘DTC’’) filed a
corresponding proposed rule change with the
Commission. See Release No. 34–71886 (Mar. 27,
2014), 79 FR 20260 (Apr. 11, 2014) (SR–DTC–2014–
04) (‘‘DTC Proposal’’).
6 Release No. 34–71887 (Mar. 27, 2014), 79 FR
20290 (Apr. 11, 2014) (SR–NSCC–2014–04).
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7 ACATS
is a non-guaranteed service and
transfers are not subject to risk management by
NSCC.
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Sfmt 4703
Thus, if the Delivering Member
ultimately Fails to Settle, NSCC will
reverse the Member’s ACATS transfers
in order to eliminate the associated
money debit.
B. New ACATS Process
The Proposed Rule Change will create
a new ACATS process (‘‘ACATS
Settlement Accounting Operation’’) for
both CNS-eligible and Non-CNS DTCEligible Securities that will operate
outside of CNS. The initiation of an
ACATS transfer will remain the same.
However, all transfers through the
ACATS Settlement Accounting
Operation will be made without the
application of Incentive Charges (i.e.,
the transfers will be made free-of-value).
Additionally, applicable ACATS
transfers will be aggregated into one
receive and one deliver obligation per
security, per Member. Those obligations
will be processed through the Member’s
corresponding receive or deliver
subaccounts at NSCC, which NSCC will
require each Member participating in
the ACATS Settlement Accounting
Operation to establish and maintain.8
NSCC will not net the obligations
between a Member’s subaccounts.
Under the Proposed Rule Change,
after NSCC receives securities from
Delivering Members, NSCC will allocate
those securities to Receiving Members.
The allocation of these securities will be
governed by an algorithm formulated by
NSCC. To maximize customer account
deliveries, NSCC will instruct DTC to
deliver shares out of a Delivering
Member’s account to satisfy first the
Delivering Member’s ACATS
obligations, and then the Delivering
Member’s outstanding CNS obligations.
The ACATS Settlement Accounting
Operation will enable NSCC to track
ACATS obligations at the Member level,
so NSCC can identify and reverse, as
necessary, any uncompleted ACATS
transfers in the event that one or more
Members Fail to Settle on the scheduled
ACATS settlement date.9 An ACATS
transfer of a Member that Fails to Settle
will be deemed uncompleted if the
Member is: (i) the Delivering Member
and it has Failed to Deliver to NSCC all
or a portion of the securities associated
with the ACATS transfer, or (ii) the
Receiving Member and it has failed to
receive from NSCC all or a portion of
the securities associated with the
ACATS transfer (‘‘Fail to Receive’’).
However, in either case, where the
Delivering Member has made a partial
8 An NSCC account at DTC will be established to
accommodate processing of these transfers.
9 The current process only provides for tracking
of a single Member default for this purpose.
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Agencies
[Federal Register Volume 79, Number 103 (Thursday, May 29, 2014)]
[Notices]
[Pages 30911-30912]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-12426]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72230; File No. SR-CBOE-2014-029]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Order Approving a Proposed Rule Change To Enhance the
Exchange's Audit Trail
May 22, 2014.
I. Introduction
On March 27, 2014, the Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``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 to enhance the Exchange's audit
trail. The proposed rule change was published for comment in the
Federal Register on April 9, 2014.\3\ The Commission received no
comment letters regarding the proposed rule change. This order approves
the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 71859 (April 3,
2014), 79 FR 19697 (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposal
The Exchange proposes to require Floor Brokers \4\ and PAR
Officials \5\ to electronically capture, by pressing a ``Represent
Button'' on their trading device, the time at which they initially
verbally present orders in the Exchange's trading crowd.\6\ The
Represent Button will be located on PAR workstations and other
Exchange-approved devices used by Floor Brokers.\7\
---------------------------------------------------------------------------
\4\ See CBOE Rule 6.70 defining a Floor Broker.
\5\ See CBOE Rule 7.12(a) defining a PAR Official.
\6\ See Notice, supra note 3, at 19697.
\7\ See id.
---------------------------------------------------------------------------
According to the Exchange, CBOE Trading Permit Holders may use
Exchange-approved devices to systematize \8\ orders on the floor, but
the Exchange does not currently require Floor Brokers and PAR Officials
to electronically capture the time when orders are represented in the
trading crowd on these devices.\9\ The Exchange states that the
procedure Floor Brokers and PAR Officials currently follow to represent
orders and consummate trades on the Exchange's trading floor will not
change aside from the added step of capturing the time an order is
initially represented in the trading crowd by pushing the Represent
Button.\10\ The Exchange also represents that any new floor based order
management device will be required to have the Represent Button
functionality before CBOE will approve it to be used on the Exchange
trading floor if it will be used to represent orders on an agency
basis.\11\ The Exchange believes that capturing the time when orders
are represented on the Exchange's trading floor will help the Exchange
develop and implement surveillances concerning the Exchange's rules,
including, but not limited to, due diligence requirements of Floor
Brokers and Exchange priority rules.\12\
---------------------------------------------------------------------------
\8\ See id. at n. 4 (citing CBOE Rule 6.24).
\9\ See id. at 19698.
\10\ See id.
\11\ See id. at n. 5.
\12\ See id. at 19698.
---------------------------------------------------------------------------
The Exchange proposes to announce the implementation date of the
proposed rule change within 30 days following approval by the
Commission and has represented to the Commission that all devices
currently used to represent orders in the trading crowd by Floor
Brokers and PAR Officials will have the Represent Button functionality
by the time of implementation.\13\
---------------------------------------------------------------------------
\13\ See id.
---------------------------------------------------------------------------
III. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and the rules and
regulations thereunder applicable to a national securities
exchange.\14\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\15\ which
requires, among other things, that the rules of a national securities
exchange be designed to prevent fraudulent and manipulative acts and
practices, to promote just and equitable principles of trade, to remove
impediments to and perfect the mechanism of a free and open market and
a national market system, and, in general, to protect investors and the
public interest.
---------------------------------------------------------------------------
\14\ In approving this proposal, the Commission has considered
the proposed rule's impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
\15\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
As described above, the Exchange proposes to require that Floor
Brokers and PAR Officials press the Represent Button to capture
electronically the time at which they initially represent an order to
the Exchange's trading crowd. The Commission notes that the Exchange
has represented that, aside from this additional requirement, open out-
cry trading will generally continue to operate as it currently does
once this proposed rule change is implemented.\16\ The Represent Button
will be added to devices already used by Floor Brokers and PAR
Officials on the Exchange floor and represents an additional discrete
functionality to capture the time that an order is represented. The
Exchange also represents that this new requirement will apply equally
to all participants that handle agency orders in the trading crowd.\17\
The Commission believes that the proposed rule change represents an
incremental enhancement to CBOE's audit trail and should help
facilitate CBOE's ability to monitor activity on its trading floor and
assess compliance with its rules.
---------------------------------------------------------------------------
\16\ See Notice, supra note 3, at 19698.
\17\ See id.
---------------------------------------------------------------------------
[[Page 30912]]
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\18\ that the proposed rule change (SR-CBOE-2014-029) is approved.
---------------------------------------------------------------------------
\18\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
---------------------------------------------------------------------------
\19\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-12426 Filed 5-28-14; 8:45 am]
BILLING CODE 8011-01-P