Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing of a Proposed Rule Change Relating to Trade Nullification and Price Adjustment, 35198-35200 [2014-14315]
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35198
Federal Register / Vol. 79, No. 118 / Thursday, June 19, 2014 / Notices
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
offices 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–CFE–
2014–002, and should be submitted on
or before July 10, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–14310 Filed 6–18–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72390; File No. SR–CBOE–
2014–050]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change Relating to
Trade Nullification and Price
Adjustment
emcdonald on DSK67QTVN1PROD with NOTICES
June 13, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that, on June 3,
2014, Chicago Board Options Exchange,
Incorporated (the ‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
7 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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17:25 Jun 18, 2014
Jkt 232001
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Exchange rules regarding trade
nullification and price adjustment. The
text of the proposed rule change is
available on the Exchange’s Web site
(https://www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
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 is proposing to add
Rule 6.19, ‘‘Trade Nullification and
Price Adjustment Procedure.’’ 3 As
proposed, Rule 6.19 will allow for
transactions to be nullified if both
parties to the transaction agree to the
nullification and allow the price of
executions to be adjusted if the price
adjustment is agreed to by both parties
to the transaction and authorized by the
Exchange.4 The Exchange is also
proposing to make other conforming
administrative changes to streamline the
rules governing this subject within the
Exchange’s rules.
Background
Currently, pursuant to Exchange
Rules 6.13(d) and 6.25(f), the Exchange
3 The Exchange notes that this proposal is only
intended to be effective until the joint efforts by the
exchanges to create uniform trade nullification and
adjustment rules are approved and in effect. Once
the uniform rule has been approved and is effective,
the Exchange will amend its rules appropriately.
4 The Exchange notes that, as proposed, Rule 6.19
will only apply to trades that were executed on the
Exchange and, as such, any orders that were either
fully or partially routed to, or executed, on another
Exchange will not be subject to the proposed Rule
6.19.
PO 00000
Frm 00051
Fmt 4703
Sfmt 4703
allows for parties to agree to nullify an
execution. Rule 6.13(d) also states that
once both parties agree to the trade
nullification, one party must ‘‘contact
the Help Desk which will confirm the
agreement and disseminate cancellation
information in prescribed OPRA
format.’’ In addition, the Exchange
currently allows for a mutual price
adjustment for trades that meet the
obvious error requirements pursuant to
Exchange Rules 6.25(a)(1)(i) and
6.25(a)(1)(ii) if those mutual agreements
are done within specific timeframes.5
The Exchange is now proposing to
relocate the aforementioned trade
nullification language and add a
provision to allow parties to mutually
adjust prices of executions outside of
those done in obvious error.
Proposed New Rule 6.19
The Exchange is proposing to add
Rule 6.19, ‘‘Trade Nullification and
Price Adjustment Procedure,’’ which
would: (a) Allow for any trades on the
Exchange to be nullified if both parties
to the trade agree to such nullification,
and (b) allow for prices of executions to
be adjusted if the price adjustment is
agreed upon by both parties of the trade
and authorized by the Exchange.6
As stated above, the Exchange
currently allows for trades to be
nullified based upon mutual
agreement.7 With the proposed addition
of Rule 6.19, the Exchange is only
moving the location of this provision to
eliminate confusion. The Exchange
believes that having the provision as a
standalone rule will make it easier for
Trading Permit Holders (‘‘TPHs’’) to
locate. In addition, the Exchange
believes this administrative change will
streamline the provisions surrounding
this notion to put in one place.
The Exchange is also proposing,
however, to add a provision to allow
TPHs to mutually agree to adjust a price
of an execution. The Exchange believes
this provision is necessary given the
benefits of adjusting a trade price rather
than nullifying the trade completely.
Because options trades are used to
hedge transactions in other markets,
including securities and futures, many
TPHs, and their customers, would rather
adjust prices of executions rather than
nullify the transactions and, thus, lose
5 See Exchange Rule 6.25(a)(1)(i) which allows
executions that are erroneous to be adjusted to an
agreed upon price within ten (10) minutes where
no party to the transaction is a non-broker-dealer
customer. See also 6.25(a)(1)(ii) which allows
parties to adjust an erroneous transaction to a
mutually agreed upon price within thirty (30)
minutes where at least one party is a non-brokerdealer customer.
6 See note 4 supra.
7 See Exchange Rules 6.13(d) and 6.25(f).
E:\FR\FM\19JNN1.SGM
19JNN1
emcdonald on DSK67QTVN1PROD with NOTICES
Federal Register / Vol. 79, No. 118 / Thursday, June 19, 2014 / Notices
a hedge altogether. As such, the
Exchange believes it is in the best
interest of investors to allow for price
adjustments as well as nullifications. In
addition, the Exchange believes it is in
the nature of a fair and orderly market
to allow for price adjustments rather
than only cancellations because an
adjustment will result in the least
amount of disruption to the overall
market. The Exchange also notes that
current Exchange rules allow for prices
of trades to be adjusted at the consent
of both parties if such transactions are
within the current obvious error
provisions. The Exchange is now
proposing to merely allow this practice
for any trade.
As proposed, Rule 6.19 expressly
states that trades may be subject to
nullification or price adjustment only if
such trades are authorized by the
Exchange. The Exchange notes that this
process is very similar to the process
TPHs follow today for trade
nullification based upon mutual
consent. As described in more detail
above, current Rule 6.13(d) allows two
parties to agree to a trade nullification
and ‘‘contact the Help Desk which will
confirm the agreement and disseminate
cancellation information in prescribed
OPRA format.’’ The Exchange is only
slightly changing this procedure by
expressly requiring Exchange
authorization prior to the effectuation of
such nullification or price adjustment.
As part of the authorization process, in
the case of a mutual nullification or
mutual price adjustment, the Exchange
will only authorize if the Exchange
received verification from both parties
to the trade that a mutual agreement has
been made. In addition, prior to an
authorization for a mutual price
adjustment, the Exchange will ensure
the agreed upon price would have been
permissible and in compliance with all
Exchange and Securities and Exchange
Commission Rules, as amended, at the
time the original transaction was
executed.8 Finally, the proposed rule
will state that the format and
information required by the Exchange
for this submission will be released by
the Exchange via Regulatory Circular.
As such, prior to Rule 6.19 becoming
operative, the Exchange will provide
TPHs with specific requirements via an
Exchange Regulatory Circular. The
circular will, among other things, state
specific timeframes required for
requests and the format in which the
8 For
example, the Exchange would ensure that
the mutually agreed upon price would ensure that
that mutually agreed upon price would not have
traded through resting interest at the time of the
initial execution.
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17:25 Jun 18, 2014
Jkt 232001
requests will be accepted by the
Exchange.
Administrative Changes
Finally, the Exchange is proposing to
make administrative conforming
changes to ensure Exchange rules on the
subject are consistent. More specifically,
the Exchange is proposing to delete the
provisions in current Rules 6.13(d) and
6.25(f). The Exchange believes that
deleting current Exchange Rule 6.13(d)
will avoid any confusion with the
proposed Rule 6.19. Because the
proposed Rule 6.19 will address trade
nullification and adjustments at all
times, the Exchange does not believe it
is still necessary to include a reference
to trade nullification within the
Exchange’s rule related to obvious and
catastrophic errors or other places in the
Exchange’s rules. Thus, the Exchange
believes the proposed administrative
changes are necessary to eliminate
confusion given the proposed Rule 6.19.
Conclusion
To conclude, the Exchange believes
that the proposed changes are in
furtherance of the Act because the
proposed Rule 6.19 will allow TPHs to
agree to nullify transaction or adjusts
prices of transactions to maintain a fair
and orderly market. As stated above, the
Exchange intends to release a
Regulatory Circular to announce the
implementation of the Rule and other
specifics surrounding the procedures of
the implementation. In addition, prior
to implementation, the Exchange will
ensure it has proper policies and
procedures in place to correctly
administer the Rule.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.9 Specifically,
the Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) 10 requirements that the rules of
an exchange be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
10 15
PO 00000
Frm 00052
Fmt 4703
system, and, in general, to protect
investors and the public interest.
Additionally, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 11 requirement that
the rules of an exchange not be designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
More specifically, the Exchange
believes that the proposed changes are
consistent with the act as they are
designed to promote just and equitable
principles and protect investors and the
public interest. In particular, the
Exchange believes the proposed change
to move the provision authorizing
parties to mutually agree to nullify a
trade protects investors by eliminating
confusion and making the provision
more clear. Because options trades are
used to hedge transactions in other
markets, including securities and
futures, many market participants
would rather adjust prices of executions
rather than nullify the transactions and,
thus, lose a hedge altogether. As such,
the Exchange believes it is in the best
interest of investors to allow for price
adjustments as well as nullifications. In
addition, the Exchange believes it is in
the nature of a fair and orderly market
to allow for price adjustments rather
than only cancellations because an
adjustment will result in the least
amount of disruption to the overall
market. Finally, the Exchange believes
that the other administrative changes
are just and equitable as they are merely
trying to create more transparency in the
Exchange’s rules. Finally, the Exchange
does not believe that the proposed
changes are unfairly discriminatory
because they will be applied to all
Trading Permit Holders equally.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE does not believe that the
proposed rule change will impose any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. In contrary,
the Exchange believes that the proposed
rule change will foster competition as it
will allow for less overall disruption to
the market and encourage participation
on the Exchange.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
11 Id.
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35199
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Federal Register / Vol. 79, No. 118 / Thursday, June 19, 2014 / Notices
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 Exchange 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.
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–
2014–050 and should be submitted on
or before July 10, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–14315 Filed 6–18–14; 8:45 am]
IV. Solicitation of Comments
BILLING CODE 8011–01–P
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–
CBOE–2014–050 on the subject line.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–72388; File No. SR–CBOE–
2014–049]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change Relating to the Fees
Schedule
emcdonald on DSK67QTVN1PROD with NOTICES
Paper Comments
June 13, 2014.
• 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–CBOE–2014–050. 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
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on June 3,
2014, Chicago Board Options Exchange,
Incorporated (the ‘‘Exchange’’ or
‘‘CBOE’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
VerDate Mar<15>2010
17:25 Jun 18, 2014
Jkt 232001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Fees Schedule. The text of the proposed
rule change is available on the
Exchange’s Web site (https://
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission’s Public
Reference Room.
12 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00053
Fmt 4703
Sfmt 4703
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 always strives for
clarity in its rules and Fees Schedule, so
that market participants may best
understand how rules and fees apply.
As such, the Exchange proposes to make
certain clarifications in its Fees
Schedule. Currently, the ‘‘Exception’’
section of the Exchange’s ‘‘Linkage
Fees’’ table states: ‘‘CBOE will not pass
through or otherwise charge customer
orders (of any size) routed to other
exchanges that were originally
transmitted to the Exchange from the
trading floor through an Exchangesponsored terminal (e.g. a Floor Broker
Workstation).’’ The Exchange proposes
to add the phrase ‘‘or PULSe
Workstation’’ into the parenthetical to
clarify that CBOE will not pass through
or otherwise charge customer orders
routed to other exchanges that were
originally transmitted to the Exchange
from a PULSe Workstation (which, like
a Floor Broker Workstation, is an
Exchange-sponsored terminal on the
trading floor).
The Exchange also proposes to make
certain clarifications relating to the
Floor Brokerage Fees table. Currently,
the Floor Brokerage Fees table sets forth
the fees per contract for the following:
(i) ‘‘OEX, SPX and SPXpm Index
Options’’, (ii) ‘‘OEX SPX and SPXpm
Crossed Orders’’, (iii), ‘‘SROs’’, (iv)
‘‘SRO Crossed Orders’’ (v) ‘‘VIX, VXST
and Volatility Index Options’’, and (vi)
‘‘VIX, VXST and Volatility Crossed
Orders.’’ The Exchange first proposes to
reorganize the table to group together
like products and alleviate potential
confusion. Additionally, the Exchange
proposes to clarify that the fees per
contract listed for current references to
‘‘OEX, SPX, SPXpm Index Options,’’
‘‘SROS,’’ and ‘‘VIX, VXST and Volatility
Index Options’’ are fees for ‘‘non-
E:\FR\FM\19JNN1.SGM
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Agencies
[Federal Register Volume 79, Number 118 (Thursday, June 19, 2014)]
[Notices]
[Pages 35198-35200]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-14315]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-72390; File No. SR-CBOE-2014-050]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing of a Proposed Rule Change Relating to
Trade Nullification and Price Adjustment
June 13, 2014.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that, on June 3, 2014, Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``Commission'') the proposed rule change as described
in Items I, II, and III below, which Items have been prepared by the
Exchange. The Commission is publishing this notice to solicit comments
on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Exchange rules regarding trade
nullification and price adjustment. The text of the proposed rule
change is available on the Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's Office of
the Secretary, 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 is proposing to add Rule 6.19, ``Trade Nullification
and Price Adjustment Procedure.'' \3\ As proposed, Rule 6.19 will allow
for transactions to be nullified if both parties to the transaction
agree to the nullification and allow the price of executions to be
adjusted if the price adjustment is agreed to by both parties to the
transaction and authorized by the Exchange.\4\ The Exchange is also
proposing to make other conforming administrative changes to streamline
the rules governing this subject within the Exchange's rules.
---------------------------------------------------------------------------
\3\ The Exchange notes that this proposal is only intended to be
effective until the joint efforts by the exchanges to create uniform
trade nullification and adjustment rules are approved and in effect.
Once the uniform rule has been approved and is effective, the
Exchange will amend its rules appropriately.
\4\ The Exchange notes that, as proposed, Rule 6.19 will only
apply to trades that were executed on the Exchange and, as such, any
orders that were either fully or partially routed to, or executed,
on another Exchange will not be subject to the proposed Rule 6.19.
---------------------------------------------------------------------------
Background
Currently, pursuant to Exchange Rules 6.13(d) and 6.25(f), the
Exchange allows for parties to agree to nullify an execution. Rule
6.13(d) also states that once both parties agree to the trade
nullification, one party must ``contact the Help Desk which will
confirm the agreement and disseminate cancellation information in
prescribed OPRA format.'' In addition, the Exchange currently allows
for a mutual price adjustment for trades that meet the obvious error
requirements pursuant to Exchange Rules 6.25(a)(1)(i) and
6.25(a)(1)(ii) if those mutual agreements are done within specific
timeframes.\5\ The Exchange is now proposing to relocate the
aforementioned trade nullification language and add a provision to
allow parties to mutually adjust prices of executions outside of those
done in obvious error.
---------------------------------------------------------------------------
\5\ See Exchange Rule 6.25(a)(1)(i) which allows executions that
are erroneous to be adjusted to an agreed upon price within ten (10)
minutes where no party to the transaction is a non-broker-dealer
customer. See also 6.25(a)(1)(ii) which allows parties to adjust an
erroneous transaction to a mutually agreed upon price within thirty
(30) minutes where at least one party is a non-broker-dealer
customer.
---------------------------------------------------------------------------
Proposed New Rule 6.19
The Exchange is proposing to add Rule 6.19, ``Trade Nullification
and Price Adjustment Procedure,'' which would: (a) Allow for any trades
on the Exchange to be nullified if both parties to the trade agree to
such nullification, and (b) allow for prices of executions to be
adjusted if the price adjustment is agreed upon by both parties of the
trade and authorized by the Exchange.\6\
---------------------------------------------------------------------------
\6\ See note 4 supra.
---------------------------------------------------------------------------
As stated above, the Exchange currently allows for trades to be
nullified based upon mutual agreement.\7\ With the proposed addition of
Rule 6.19, the Exchange is only moving the location of this provision
to eliminate confusion. The Exchange believes that having the provision
as a standalone rule will make it easier for Trading Permit Holders
(``TPHs'') to locate. In addition, the Exchange believes this
administrative change will streamline the provisions surrounding this
notion to put in one place.
---------------------------------------------------------------------------
\7\ See Exchange Rules 6.13(d) and 6.25(f).
---------------------------------------------------------------------------
The Exchange is also proposing, however, to add a provision to
allow TPHs to mutually agree to adjust a price of an execution. The
Exchange believes this provision is necessary given the benefits of
adjusting a trade price rather than nullifying the trade completely.
Because options trades are used to hedge transactions in other markets,
including securities and futures, many TPHs, and their customers, would
rather adjust prices of executions rather than nullify the transactions
and, thus, lose
[[Page 35199]]
a hedge altogether. As such, the Exchange believes it is in the best
interest of investors to allow for price adjustments as well as
nullifications. In addition, the Exchange believes it is in the nature
of a fair and orderly market to allow for price adjustments rather than
only cancellations because an adjustment will result in the least
amount of disruption to the overall market. The Exchange also notes
that current Exchange rules allow for prices of trades to be adjusted
at the consent of both parties if such transactions are within the
current obvious error provisions. The Exchange is now proposing to
merely allow this practice for any trade.
As proposed, Rule 6.19 expressly states that trades may be subject
to nullification or price adjustment only if such trades are authorized
by the Exchange. The Exchange notes that this process is very similar
to the process TPHs follow today for trade nullification based upon
mutual consent. As described in more detail above, current Rule 6.13(d)
allows two parties to agree to a trade nullification and ``contact the
Help Desk which will confirm the agreement and disseminate cancellation
information in prescribed OPRA format.'' The Exchange is only slightly
changing this procedure by expressly requiring Exchange authorization
prior to the effectuation of such nullification or price adjustment. As
part of the authorization process, in the case of a mutual
nullification or mutual price adjustment, the Exchange will only
authorize if the Exchange received verification from both parties to
the trade that a mutual agreement has been made. In addition, prior to
an authorization for a mutual price adjustment, the Exchange will
ensure the agreed upon price would have been permissible and in
compliance with all Exchange and Securities and Exchange Commission
Rules, as amended, at the time the original transaction was
executed.\8\ Finally, the proposed rule will state that the format and
information required by the Exchange for this submission will be
released by the Exchange via Regulatory Circular. As such, prior to
Rule 6.19 becoming operative, the Exchange will provide TPHs with
specific requirements via an Exchange Regulatory Circular. The circular
will, among other things, state specific timeframes required for
requests and the format in which the requests will be accepted by the
Exchange.
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\8\ For example, the Exchange would ensure that the mutually
agreed upon price would ensure that that mutually agreed upon price
would not have traded through resting interest at the time of the
initial execution.
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Administrative Changes
Finally, the Exchange is proposing to make administrative
conforming changes to ensure Exchange rules on the subject are
consistent. More specifically, the Exchange is proposing to delete the
provisions in current Rules 6.13(d) and 6.25(f). The Exchange believes
that deleting current Exchange Rule 6.13(d) will avoid any confusion
with the proposed Rule 6.19. Because the proposed Rule 6.19 will
address trade nullification and adjustments at all times, the Exchange
does not believe it is still necessary to include a reference to trade
nullification within the Exchange's rule related to obvious and
catastrophic errors or other places in the Exchange's rules. Thus, the
Exchange believes the proposed administrative changes are necessary to
eliminate confusion given the proposed Rule 6.19.
Conclusion
To conclude, the Exchange believes that the proposed changes are in
furtherance of the Act because the proposed Rule 6.19 will allow TPHs
to agree to nullify transaction or adjusts prices of transactions to
maintain a fair and orderly market. As stated above, the Exchange
intends to release a Regulatory Circular to announce the implementation
of the Rule and other specifics surrounding the procedures of the
implementation. In addition, prior to implementation, the Exchange will
ensure it has proper policies and procedures in place to correctly
administer the Rule.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Securities Exchange Act of 1934 (the ``Act'') and the rules and
regulations thereunder applicable to the Exchange and, in particular,
the requirements of Section 6(b) of the Act.\9\ Specifically, the
Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \10\ requirements that the rules of an exchange be
designed to prevent fraudulent and manipulative acts and practices, to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in regulating, clearing,
settling, processing information with respect to, and facilitating
transactions in securities, 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. Additionally,
the Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \11\ requirement that the rules of an exchange not be
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(5).
\11\ Id.
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More specifically, the Exchange believes that the proposed changes
are consistent with the act as they are designed to promote just and
equitable principles and protect investors and the public interest. In
particular, the Exchange believes the proposed change to move the
provision authorizing parties to mutually agree to nullify a trade
protects investors by eliminating confusion and making the provision
more clear. Because options trades are used to hedge transactions in
other markets, including securities and futures, many market
participants would rather adjust prices of executions rather than
nullify the transactions and, thus, lose a hedge altogether. As such,
the Exchange believes it is in the best interest of investors to allow
for price adjustments as well as nullifications. In addition, the
Exchange believes it is in the nature of a fair and orderly market to
allow for price adjustments rather than only cancellations because an
adjustment will result in the least amount of disruption to the overall
market. Finally, the Exchange believes that the other administrative
changes are just and equitable as they are merely trying to create more
transparency in the Exchange's rules. Finally, the Exchange does not
believe that the proposed changes are unfairly discriminatory because
they will be applied to all Trading Permit Holders equally.
B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE does not believe that the proposed rule change will impose any
burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act. In contrary, the Exchange
believes that the proposed rule change will foster competition as it
will allow for less overall disruption to the market and encourage
participation on the Exchange.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
[[Page 35200]]
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 Exchange 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 Number SR-CBOE-2014-050 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-CBOE-2014-050. 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-CBOE-2014-050 and should be
submitted on or before July 10, 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. 2014-14315 Filed 6-18-14; 8:45 am]
BILLING CODE 8011-01-P