Self-Regulatory Organizations; The Depository Trust Company; Notice of Filing of Proposed Rule Change To Modify the Receiver Authorized Delivery and Reclaim Processing Value Limits by Transaction, 32599-32601 [2014-13018]
Download as PDF
Federal Register / Vol. 79, No. 108 / Thursday, June 5, 2014 / Notices
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–CBOE–
2014–043 and should be submitted on
or before June 26, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–13017 Filed 6–4–14; 8:45 am]
BILLING CODE 8001–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72283; File No. SR–DTC–
2014–06]
Self-Regulatory Organizations; The
Depository Trust Company; Notice of
Filing of Proposed Rule Change To
Modify the Receiver Authorized
Delivery and Reclaim Processing Value
Limits by Transaction
rmajette on DSK2TPTVN1PROD with NOTICES
MAY 30, 2014
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on May 22,
2014, The Depository Trust Company
(‘‘DTC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change described in
Items I, II and III below, which Items
have been prepared primarily by DTC.
20 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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14:59 Jun 04, 2014
Jkt 232001
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 proposed rule change consists of
changes to the DTC Settlement Service
Guide (the ‘‘Guide’’) 3 to modify the
Receiver Authorized Delivery (‘‘RAD’’)
functionality as more fully described
below to reduce the intraday
uncertainty that may arise from reclaim
transactions linked to Deliver Orders
(‘‘DOs’’) and Payment Orders (‘‘POs’’) 4
and any potential credit and liquidity
risk from such reclaims.5
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
DTC included statements concerning
the purpose of and basis for the
proposed rule change, and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. DTC
has prepared summaries, set forth in
sections (A), (B), and (C) below, of the
most significant aspects of such
statements.
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
By this rule filing, DTC seeks to
modify the RAD functionality to reduce
the intraday uncertainty that may arise
from reclaim transactions linked to DOs
and POs and any potential credit and
liquidity risk from such reclaims, as
more fully described below.
Currently, as set forth in the DTC
Settlement Service Guide (the ‘‘Guide’’),
all valued DOs and POs in amounts
above $7.5 million and $500,000,
respectively, are subject to the RAD
process, which allows a receiver of DOs
3 The
Guide is available at https://www.dtcc.com/
∼/media/Files/Downloads/legal/service-guides/
Settlement.ashx.
4 A DO is a book-entry movement of a particular
security between two DTC Participants. A PO is a
method for settling funds related to transactions
and payments not associated with a DO. For
purposes of this proposed rule change the defined
term ‘‘DOs’’ includes all valued DOs except for DOs
of: (i) Money Market Instruments and (ii)
Institutional Deliveries affirmed through Omego,
both of which are not impacted by the proposed
rule change.
5 Terms not defined herein have the meaning set
forth in DTC’s Rules & Procedures (the ‘‘Rules’’).
PO 00000
Frm 00072
Fmt 4703
Sfmt 4703
32599
and/or POs (‘‘Receiver’’) to review and
reject transactions that it does not
recognize prior to DTC’s processing of
the transactions in accordance with the
Rules. In contrast, lower valued DOs
and POs do not require the Receiver’s
acceptance prior to processing; instead,
if the Receiver does not recognize a DO
or PO it has received, the DO or PO may
be returned by the Receiver to the
original deliverer of the DO or PO
(‘‘Deliverer’’) in a reclaim transaction.
While both the reclaim and RAD
functionalities allow a Receiver to
exercise control over which transactions
to accept, reclaims tend to create
uncertainty because transactions may be
returned late in the day, when the
Deliverer may have limited options to
respond. Because such reclaims are
permitted without regard to risk
management controls, the Deliverer may
then incur a greater settlement
obligation, increasing credit and
liquidity risk to the Deliverer and to
DTC.6
Therefore, pre-settlement matching of
transactions through RAD without the
ability of the Receiver to reclaim those
transactions is the preferred approach as
this would eliminate the uncertainty
and credit and liquidity implications
associated with reclaims. In 2013, DTC
took an initial step to address this
uncertainty by lowering the RAD
‘‘threshold’’ over which transactions
must be matched for DOs and POs from
$15 million and $1 million,
respectively, to the current limits
mentioned above.7 Under the proposed
rule change, DTC would further change
RAD to require Participants to match
valued DOs and POs, prior to processing
the associated deliveries. These
matched transactions would be
processed through DTC subject to risk
management controls.
Likewise, under the proposed rule
change, each return of a matched DO or
PO attempted to be made by a Receiver
to the Deliverer would no longer be
processed as a reclaim, but rather would
be treated as an original instruction that
6 DTC’s risk management controls, including
Collateral Monitor and Net Debit Cap (as defined in
DTC Rule 1), are designed so that DTC can effect
system-wide settlement notwithstanding the failure
to settle of its largest Participant or affiliated family
of Participants. Net Debit Cap limits the net debit
balance a Participant can incur so that the unpaid
settlement obligation of the Participant, if any,
cannot exceed DTC liquidity resources. The
Collateral Monitor tests that a Receiver has
adequate collateral to secure the amount of its net
debit balance so that DTC may borrow funds to
cover that amount for system-wide settlement if the
Participant defaults.
7 Securities Exchange Act Release No. 69985 (Jul.
12, 2013); 78 FR 42991 (Jul. 18, 2013) (SR–DTC–
2013–04).
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05JNN1
32600
Federal Register / Vol. 79, No. 108 / Thursday, June 5, 2014 / Notices
would be subject to risk management
controls and matching via RAD.
Pursuant to the proposed rule change,
DTC would revise the Guide to reflect
that: (i) with respect to valued DOs, DTC
would lower the above-described RAD
threshold to $.01 via a three-stage
reduction as set forth below, and (ii)
with respect to POs, DTC would reduce
the RAD threshold to zero immediately
upon implementation of the proposed
rule change.8 In this regard, upon
implementation of the rule change DTC
would initially reduce the RAD
threshold for DOs to $100,000. In the
second increment the RAD threshold for
valued DOs would be reduced to
$20,000. In the third increment the RAD
threshold for DOs would be reduced to
$.01.
In addition, to further promote
finality of settlement, the Guide would
be revised to remove the provision that
New Issues are exempt from RAD.
Also, the Guide would be updated to
reflect that certain related functions
would no longer be accessible through
the Participant Terminal System (PTS).
Any such functions would instead be
accessible through a DTC Web
application known as ‘‘Settlement
Web.’’ Further, the Guide would be
clarified via a technical change to
specifically state that the RAD threshold
for Institutional Transactions remains at
$15 million, rather than at the $7.5
million amount currently in effect for
non-institutional transactions. Finally,
the Guide would be revised to remove
a provision that overvalued deliveries
are automatically routed to RAD as this
section would become redundant upon
implementation of the proposed rule
change since all DOs would be subject
to RAD.
rmajette on DSK2TPTVN1PROD with NOTICES
Implementation
The effective date of the proposed
rule change, including the
implementation dates of the incremental
reductions described above would be
announced via a DTC Important
Notice.9
8 As noted in footnote 4 above, Institutional
Deliveries affirmed through Omgeo are not
impacted by the proposed rule change. Such
Institutional Deliveries are subject to matching via
RAD only if a Participant makes an election in this
regard. When applied, the RAD threshold for these
Institutional Deliveries is $15 million. DTC plans to
lower the RAD limit for Institutional Transactions
to $.01 as part of a future proposal.
9 For purposes of taking into account the
incremental implementation of the proposed rule
change as described above, beginning on an
implementation date that shall be announced via
DTC Important Notice (the ‘‘Initial Implementation
Date’’) DTC would lower the RAD limit for noninstitutional DOs to $100,000 and POs to zero. From
a date that is approximately 2 weeks following the
Initial Implementation Date and that shall be
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14:59 Jun 04, 2014
Jkt 232001
2. Statutory Basis
The proposed rule change would
facilitate intra-day finalization of
securities and payment deliveries in
DTC’s system by increasing the number
of DOs and POs required to be approved
by the Receiver via RAD prior to DTC
processing, and removing the possibility
that those matched deliveries could be
returned to the Deliverer via a reclaim.
As such, the proposed rule change is
consistent with the provisions of
Section 17A(b)(3)(F) 10 of the Act which
requires that the rules of the clearing
agency be designed, inter alia, to
promote the prompt and accurate
clearance and settlement of securities
transactions. In addition, the proposed
rule change is consistent with Rule
17Ad–22(d)(12) of the Act 11 which
requires that a clearing agency establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to ensure that final
settlement occurs no later than the end
of the settlement day and requires that
intraday or real-time finality be
provided where necessary to reduce
risks.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
All Participants would be subject to
the proposed change, and therefore DTC
does not believe that the proposed rule
change would have any impact, or
impose any burden, on competition.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments relating to the
proposed rule change have not yet been
solicited or received with respect to this
filing.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
announced by Important Notice, until a date that is
approximately 6 weeks following the Initial
Implementation Date and that shall be announced
by Important Notice, DTC would lower the RAD
limit for non-institutional DOs to $20,000. From a
date that is approximately 6 weeks following the
Initial Implementation Date and that shall be
announced by Important Notice, DTC would lower
the RAD limit for non-institutional DOs to $.01.
10 15 U.S.C. 78q–1(b)(3)(F).
11 17 CFR 240.17Ad–22(d)(12).
PO 00000
Frm 00073
Fmt 4703
Sfmt 4703
(A) by order approve or disapprove
such proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be 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:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
No. SR–DTC–2014–06 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 No.
SR–DTC–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 such
filings also will be available for
inspection and copying at the principal
office of DTC and on DTC’s Web site at
https://dtcc.com/legal/sec-rulefilings.aspx. All comments received will
be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File No. SR–DTC–2014–
E:\FR\FM\05JNN1.SGM
05JNN1
Federal Register / Vol. 79, No. 108 / Thursday, June 5, 2014 / Notices
06 and should be submitted on or before
June 26, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–13018 Filed 6–4–14; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF STATE
[Public Notice 8756]
Notice of Issuance of a Presidential
Permit for Plains LPG Services, L.P.
(Detroit River Pipeline Facilities)
AGENCY:
Department of State.
Notice of Issuance of a
Presidential Permit for Plains LPG
Services, L.P. (Detroit River Pipeline
Facilities).
ACTION:
The Department of State
issued a Presidential Permit to Plains
LPG Services, L.P. (‘‘Plains LPG’’) on
May 23, 2014, authorizing Plains LPG to
connect, operate, and maintain existing
pipeline facilities (‘‘Detroit River
Pipeline’’) it acquired at the border of
the United States and Canada as a
carrier for the transport of petroleum,
petroleum products, and other liquid
hydrocarbons between the United States
and Canada. The Department of State
determined that issuance of this permit
would serve the national interest. In
making this determination and issuing
the permit, the Department of State
followed the procedures established
under Executive Order 13337, and
provided public notice and opportunity
for comment.
SUMMARY:
FOR FURTHER INFORMATION CONTACT:
rmajette on DSK2TPTVN1PROD with NOTICES
Office of Europe, Western Hemisphere
and Africa, Bureau of Energy Resources,
U.S. Department of State (ENR/EDP/
EWA). 2201 C St. NW., Ste. 4843,
Washington, DC 20520. Attn: Deputy
Director. Tel: 202–736–7149.
SUPPLEMENTARY INFORMATION:
Additional information concerning the
Plains LPG pipeline and documents
related to the Department of State’s
review of the application for a
Presidential Permit can be found at
https://www.state.gov/e/enr/applicant.
Following is the text of the issued
permit:
12 17
CFR 200.30–3(a)(12).
VerDate Mar<15>2010
14:59 Jun 04, 2014
Jkt 232001
PRESIDENTIAL PERMIT
AUTHORIZING PLAINS LPG
SERVICES, L.P. TO CONNECT,
OPERATE, AND MAINTAIN PIPELINE
FACILITIES AT THE INTERNATIONAL
BOUNDARY BETWEEN THE UNITED
STATES AND CANADA
By virtue of the authority vested in
me as Under Secretary of State for
Economic Growth, Energy, and the
Environment, including those
authorities under Executive Order
13337, 69 FR 25299 (2004), and
Department of State Delegation of
Authority 118–2 of January 26, 2006;
having requested and received the views
of members of the public and various
federal agencies; I hereby grant
permission, subject to the conditions
herein set forth, to Plains LPG Services,
L.P. (hereinafter referred to as the
‘‘permittee’’), a Texas limited
partnership, to connect, operate, and
maintain existing pipeline facilities at
the border of the United States and
Canada running underneath the Detroit
River for the transport of petroleum,
petroleum products, and other liquid
hydrocarbons between the United States
and Canada.
The term ‘‘facilities’’ as used in this
permit means the relevant portion of the
pipeline and any land, structures,
installations or equipment appurtenant
thereto.
The term ‘‘United States facilities’’ as
used in this permit means those parts of
the facilities located in the United
States. The United States facilities
consist of a ten-inch diameter pipeline
in existence at the time of this permit’s
issuance extending from the
international border between the United
States and Canada underneath the
Detroit River to the first block valve in
the United States, located at a point
onshore in Detroit, Michigan. The
United States facilities also include
certain appurtenant facilities.
This permit is subject to the following
conditions:
Article 1. (1) The United States
facilities herein described, and all
aspects of their operation, shall be
subject to all the conditions, provisions,
and requirements of this permit and any
amendment thereof. This permit may be
terminated or amended at any time at
the discretion of the Secretary of State
or the Secretary’s delegate or upon
proper application therefor. The
permittee shall make no substantial
change in the United States facilities,
the location of the United States
facilities, or in the operation authorized
by this permit until such changes have
been approved by the Secretary of State
or the Secretary’s delegate.
PO 00000
Frm 00074
Fmt 4703
Sfmt 4703
32601
(2) The connection, operation and
maintenance of the United States
facilities shall be in all material respects
as described in the permittee’s June 15,
2012 application for a Presidential
Permit (the ‘‘Application’’).
Article 2. The standards for, and the
manner of, the operation and
maintenance of the United States
facilities shall be subject to inspection
and approval by the representatives of
appropriate federal, state and local
agencies. The permittee shall allow duly
authorized officers and employees of
such agencies free and unrestricted
access to said facilities in the
performance of their official duties.
Article 3. The permittee shall comply
with all applicable federal, state, and
local laws and regulations regarding the
connection, operation, and maintenance
of the United States facilities and with
all applicable industrial codes. The
permittee shall obtain all requisite
permits from state and local government
entities and relevant federal agencies.
Article 4. Connection, operation, and
maintenance of the United States
facilities hereunder shall be subject to
the limitations, terms, and conditions
issued by any competent agency of the
United States Government. The
permittee shall continue the operations
hereby authorized and conduct
maintenance in accordance with such
limitations, terms, and conditions. Such
limitations, terms, and conditions could
address, for example, environmental
protection and mitigation measures,
safety requirements, export or import
and customs regulations, measurement
capabilities and procedures,
requirements pertaining to the
pipeline’s capacity, and other pipeline
regulations.
Article 5. The permittee shall notify
the Commissioner of Customs and
Border Protection immediately if it
plans to inject foreign merchandise into
the United States facilities. In order to
confirm the safety and integrity of the
facilities and compliance with all
applicable regulations, the permittee
shall notify the Associate Administrator
for Pipeline Safety at the Pipeline and
Hazardous Materials Safety
Administration immediately with regard
to its plans to return to active service
the United States facilities, which are
not currently in use for the transport of
authorized products.
Article 6. Upon the termination,
revocation, or surrender of this permit,
and unless otherwise agreed by the
Secretary of State or the Secretary’s
delegate, the United States facilities in
the immediate vicinity of the
international boundary shall be
removed by and at the expense of the
E:\FR\FM\05JNN1.SGM
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Agencies
[Federal Register Volume 79, Number 108 (Thursday, June 5, 2014)]
[Notices]
[Pages 32599-32601]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-13018]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72283; File No. SR-DTC-2014-06]
Self-Regulatory Organizations; The Depository Trust Company;
Notice of Filing of Proposed Rule Change To Modify the Receiver
Authorized Delivery and Reclaim Processing Value Limits by Transaction
May 30, 2014
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on May 22, 2014, The Depository Trust Company (``DTC'') filed with the
Securities and Exchange Commission (``Commission'') the proposed rule
change described in Items I, II and III below, which Items have been
prepared primarily by DTC. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The proposed rule change consists of changes to the DTC Settlement
Service Guide (the ``Guide'') \3\ to modify the Receiver Authorized
Delivery (``RAD'') functionality as more fully described below to
reduce the intraday uncertainty that may arise from reclaim
transactions linked to Deliver Orders (``DOs'') and Payment Orders
(``POs'') \4\ and any potential credit and liquidity risk from such
reclaims.\5\
---------------------------------------------------------------------------
\3\ The Guide is available at https://www.dtcc.com/~/media/Files/
Downloads/legal/service-guides/Settlement.ashx.
\4\ A DO is a book-entry movement of a particular security
between two DTC Participants. A PO is a method for settling funds
related to transactions and payments not associated with a DO. For
purposes of this proposed rule change the defined term ``DOs''
includes all valued DOs except for DOs of: (i) Money Market
Instruments and (ii) Institutional Deliveries affirmed through
Omego, both of which are not impacted by the proposed rule change.
\5\ Terms not defined herein have the meaning set forth in DTC's
Rules & Procedures (the ``Rules'').
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, DTC included statements
concerning the purpose of and basis for the proposed rule change, and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. DTC has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of such statements.
(A) Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
By this rule filing, DTC seeks to modify the RAD functionality to
reduce the intraday uncertainty that may arise from reclaim
transactions linked to DOs and POs and any potential credit and
liquidity risk from such reclaims, as more fully described below.
Currently, as set forth in the DTC Settlement Service Guide (the
``Guide''), all valued DOs and POs in amounts above $7.5 million and
$500,000, respectively, are subject to the RAD process, which allows a
receiver of DOs and/or POs (``Receiver'') to review and reject
transactions that it does not recognize prior to DTC's processing of
the transactions in accordance with the Rules. In contrast, lower
valued DOs and POs do not require the Receiver's acceptance prior to
processing; instead, if the Receiver does not recognize a DO or PO it
has received, the DO or PO may be returned by the Receiver to the
original deliverer of the DO or PO (``Deliverer'') in a reclaim
transaction. While both the reclaim and RAD functionalities allow a
Receiver to exercise control over which transactions to accept,
reclaims tend to create uncertainty because transactions may be
returned late in the day, when the Deliverer may have limited options
to respond. Because such reclaims are permitted without regard to risk
management controls, the Deliverer may then incur a greater settlement
obligation, increasing credit and liquidity risk to the Deliverer and
to DTC.\6\
---------------------------------------------------------------------------
\6\ DTC's risk management controls, including Collateral Monitor
and Net Debit Cap (as defined in DTC Rule 1), are designed so that
DTC can effect system-wide settlement notwithstanding the failure to
settle of its largest Participant or affiliated family of
Participants. Net Debit Cap limits the net debit balance a
Participant can incur so that the unpaid settlement obligation of
the Participant, if any, cannot exceed DTC liquidity resources. The
Collateral Monitor tests that a Receiver has adequate collateral to
secure the amount of its net debit balance so that DTC may borrow
funds to cover that amount for system-wide settlement if the
Participant defaults.
---------------------------------------------------------------------------
Therefore, pre-settlement matching of transactions through RAD
without the ability of the Receiver to reclaim those transactions is
the preferred approach as this would eliminate the uncertainty and
credit and liquidity implications associated with reclaims. In 2013,
DTC took an initial step to address this uncertainty by lowering the
RAD ``threshold'' over which transactions must be matched for DOs and
POs from $15 million and $1 million, respectively, to the current
limits mentioned above.\7\ Under the proposed rule change, DTC would
further change RAD to require Participants to match valued DOs and POs,
prior to processing the associated deliveries. These matched
transactions would be processed through DTC subject to risk management
controls.
---------------------------------------------------------------------------
\7\ Securities Exchange Act Release No. 69985 (Jul. 12, 2013);
78 FR 42991 (Jul. 18, 2013) (SR-DTC-2013-04).
---------------------------------------------------------------------------
Likewise, under the proposed rule change, each return of a matched
DO or PO attempted to be made by a Receiver to the Deliverer would no
longer be processed as a reclaim, but rather would be treated as an
original instruction that
[[Page 32600]]
would be subject to risk management controls and matching via RAD.
Pursuant to the proposed rule change, DTC would revise the Guide to
reflect that: (i) with respect to valued DOs, DTC would lower the
above-described RAD threshold to $.01 via a three-stage reduction as
set forth below, and (ii) with respect to POs, DTC would reduce the RAD
threshold to zero immediately upon implementation of the proposed rule
change.\8\ In this regard, upon implementation of the rule change DTC
would initially reduce the RAD threshold for DOs to $100,000. In the
second increment the RAD threshold for valued DOs would be reduced to
$20,000. In the third increment the RAD threshold for DOs would be
reduced to $.01.
---------------------------------------------------------------------------
\8\ As noted in footnote 4 above, Institutional Deliveries
affirmed through Omgeo are not impacted by the proposed rule change.
Such Institutional Deliveries are subject to matching via RAD only
if a Participant makes an election in this regard. When applied, the
RAD threshold for these Institutional Deliveries is $15 million. DTC
plans to lower the RAD limit for Institutional Transactions to $.01
as part of a future proposal.
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In addition, to further promote finality of settlement, the Guide
would be revised to remove the provision that New Issues are exempt
from RAD.
Also, the Guide would be updated to reflect that certain related
functions would no longer be accessible through the Participant
Terminal System (PTS). Any such functions would instead be accessible
through a DTC Web application known as ``Settlement Web.'' Further, the
Guide would be clarified via a technical change to specifically state
that the RAD threshold for Institutional Transactions remains at $15
million, rather than at the $7.5 million amount currently in effect for
non-institutional transactions. Finally, the Guide would be revised to
remove a provision that overvalued deliveries are automatically routed
to RAD as this section would become redundant upon implementation of
the proposed rule change since all DOs would be subject to RAD.
Implementation
The effective date of the proposed rule change, including the
implementation dates of the incremental reductions described above
would be announced via a DTC Important Notice.\9\
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\9\ For purposes of taking into account the incremental
implementation of the proposed rule change as described above,
beginning on an implementation date that shall be announced via DTC
Important Notice (the ``Initial Implementation Date'') DTC would
lower the RAD limit for non-institutional DOs to $100,000 and POs to
zero. From a date that is approximately 2 weeks following the
Initial Implementation Date and that shall be announced by Important
Notice, until a date that is approximately 6 weeks following the
Initial Implementation Date and that shall be announced by Important
Notice, DTC would lower the RAD limit for non-institutional DOs to
$20,000. From a date that is approximately 6 weeks following the
Initial Implementation Date and that shall be announced by Important
Notice, DTC would lower the RAD limit for non-institutional DOs to
$.01.
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2. Statutory Basis
The proposed rule change would facilitate intra-day finalization of
securities and payment deliveries in DTC's system by increasing the
number of DOs and POs required to be approved by the Receiver via RAD
prior to DTC processing, and removing the possibility that those
matched deliveries could be returned to the Deliverer via a reclaim. As
such, the proposed rule change is consistent with the provisions of
Section 17A(b)(3)(F) \10\ of the Act which requires that the rules of
the clearing agency be designed, inter alia, to promote the prompt and
accurate clearance and settlement of securities transactions. In
addition, the proposed rule change is consistent with Rule 17Ad-
22(d)(12) of the Act \11\ which requires that a clearing agency
establish, implement, maintain and enforce written policies and
procedures reasonably designed to ensure that final settlement occurs
no later than the end of the settlement day and requires that intraday
or real-time finality be provided where necessary to reduce risks.
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\10\ 15 U.S.C. 78q-1(b)(3)(F).
\11\ 17 CFR 240.17Ad-22(d)(12).
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(B) Self-Regulatory Organization's Statement on Burden on Competition
All Participants would be subject to the proposed change, and
therefore DTC does not believe that the proposed rule change would have
any impact, or impose any burden, on competition.
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants, or Others
Written comments relating to the proposed rule change have not yet
been solicited or received with respect to this filing.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) by order approve or disapprove such proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be 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:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File No. SR-DTC-2014-06 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 No. SR-DTC-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 such filings also will be available
for inspection and copying at the principal office of DTC and on DTC's
Web site at https://dtcc.com/legal/sec-rule-filings.aspx. All comments
received will be posted without change; the Commission does not edit
personal identifying information from submissions. You should submit
only information that you wish to make available publicly. All
submissions should refer to File No. SR-DTC-2014-
[[Page 32601]]
06 and should be submitted on or before June 26, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-13018 Filed 6-4-14; 8:45 am]
BILLING CODE 8011-01-P