Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending NYSE Arca Rule 2.23 To Specify the Registration and Examination Requirements for Persons Engaged in Supervisory Activities, 55521-55523 [2014-22002]
Download as PDF
Federal Register / Vol. 79, No. 179 / Tuesday, September 16, 2014 / Notices
19(b)(3)(A) of the Act 10 and
subparagraph (f)(6) of Rule 19b–4
thereunder.11
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
tkelley on DSK3SPTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NASDAQ–2014–088 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–NASDAQ–2014–088. 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
10 15
11 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
VerDate Sep<11>2014
18:22 Sep 15, 2014
Jkt 232001
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–
NASDAQ–2014–088, and should be
submitted on or before October 7, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2014–22003 Filed 9–15–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73068; File No. SR–
NYSEArca–2014–98]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending NYSE Arca
Rule 2.23 To Specify the Registration
and Examination Requirements for
Persons Engaged in Supervisory
Activities
September 10, 2014.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on August
28, 2014, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
NYSE Arca Rule 2.23 to specify the
registration and examination
requirements for a [sic] persons engaged
in supervisory activities.4 The text of
the proposed rule change is available on
12 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 The Rules of NYSE Arca govern NYSE Arca
Options. Rule changes proposed in this filing are
not applicable to NYSE Arca Equities.
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
55521
the Exchange’s Web site at
www.nyse.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization 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 those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Rule 2.23 to specify the registration and
examination requirements for a person
engaged in supervisory activities as
described in Rule 11.18—Supervision.
Rule 2.23 prescribes the registration
and qualification requirements for
individuals performing certain duties on
behalf of an OTP Holder or OTP Firm 5,
including traders and Proprietary
Traders. A ‘‘trader’’ is a person who is
directly or indirectly compensated by an
OTP Holder or OTP Firm and who
trades, makes trading decisions with
respect to, or otherwise engages in the
proprietary or agency trading of
securities. The General Securities
Registered Representative Examination,
(‘‘Series 7’’) is the qualifying
examination for registered traders. A
Proprietary Trader, which is a limited
registration category, is any person
engaged in the purchase or sale of
securities or other similar instruments
for the account of an OTP Holder or
OTP Firm with which he or she is
associated, as an employee or otherwise,
and who does not transact any business
with the public.6 The Proprietary
Traders Examination (‘‘Series 56’’) is the
5 See Rule 1.1(p). The term ‘‘OTP’’ shall refer to
an Options Trading Permit issued by the Exchange
for effecting approved securities transactions on the
Exchange’s Trading Facilities
6 The term ‘‘Proprietary Trader’’ does not include
a person who is required to be registered as a
Market Maker in accordance with Rule 6.33 or a
Market Maker Authorized Trader in accordance
with Rule 6.34A. See Rule 2.23(b)(2)(C).
E:\FR\FM\16SEN1.SGM
16SEN1
55522
Federal Register / Vol. 79, No. 179 / Tuesday, September 16, 2014 / Notices
qualifying examination for Proprietary
Traders.7
The Exchange proposes to set out
within Rule 2.23(b)(3) the ways a person
engaged in supervisory activities as
described in Rule 11.18—Supervision
may register with the Exchange on Web
CRD.8 The first way to qualify is to
register as a General Securities
Principal. A General Securities
Principal must complete (a) the General
Securities Principal Qualification
Examination (‘‘Series 24’’) and (b) the
Series 7. The Exchange presently
requires persons acting in a supervisory
capacity to be registered as a General
Securities Principal and pass the Series
24 and Series 7. This filing serves to
codify the existing registration and
examination requirements and does not
impart any new obligations on
individuals registered as a General
Securities Principal. The proposed
second way to register and qualify as a
supervisor would be as a Proprietary
Trader Principal. A Proprietary Trader
Principal must (a) complete the Series
24 and (b) be registered as a Proprietary
Trader pursuant to Exchange Rules as
described above.
Registration in the category of
Proprietary Trader Principal would be a
limited principal registration and would
not authorize an individual to supervise
non-Proprietary Traders. Therefore, the
Exchange also proposes to specify
within Rule 2.23(b)(3) that a Proprietary
Trader Principal would not be qualified
to function in a Principal or supervisory
capacity with responsibility over any
area of business or any registered person
conducting such a business, other than
that involving proprietary trading.
The proposed change is not otherwise
intended to address any other issues
and the Exchange is not aware of any
problems that OTP Holders or OTP
Firms or their registered persons would
have in complying with the proposed
change.
tkelley on DSK3SPTVN1PROD with NOTICES
2. Statutory Basis
The proposed rule change is
consistent with Section 6(c) of the Act,9
in general, and furthers the objectives of
Section 6(c)(3) of the Act,10 in
particular, which authorizes the
7 See Securities Exchange Act Release No. 66452
(February 23, 2012), 77 FR 12347 (February 29,
2012) (SR–NYSEArca–2012–15). An individual may
also register as a Proprietary Trader by passing the
General Securities Registered Representative
Examination (‘‘Series 7 Examination’’) without
passing the Series 56 Examination.
8 Web CRD is the central licensing and
registration system for the U.S. securities industry
and its regulators operated by the Financial
Industry Regulatory Authority (‘‘FINRA’’).
9 15 U.S.C. 78f(c).
10 15 U.S.C. 78f(c)(3).
VerDate Sep<11>2014
18:22 Sep 15, 2014
Jkt 232001
Exchange to prescribe standards of
training, experience, and competence
for registered persons of OTP Holders
and OTP Firms. The Exchange believes
that the proposed examination
requirements for a General Securities
Principal and a Proprietary Trader
Principal will help to ensure that a
registered supervisor is competent to
perform such supervisory functions and
the registration requirements will result
in a General Securities Principal and a
Proprietary Trader Principal being
subject to ongoing training requirements
under the Exchange’s rules.11 The
Exchange also believes that the
proposed rule change is reasonable
because the Proprietary Trader Principal
category is limited and tailored to
persons supervising proprietary trading
functions and because other markets
already recognize Proprietary Trader
Principal registration and related
examination requirements.12 The
Exchange also believes that it is
reasonable to prescribe the Series 24
Examination as the appropriate
examination for both the General
Securities Principal and the Proprietary
Trader Principal because the Series 24
Examination tests knowledge and
understanding of supervision-related
rules, including but not limited to rules
governing sales practices, books and
records, account suitability, trade
review and trade reporting
requirements.
The Exchange also believes that the
proposed rule change is consistent with
Section 6(b) of the Act,13 in general, and
furthers the objectives of Section 6(b)(5)
of the Act,14 in particular, because it is
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
mechanisms of, a free and open market
and a national market system and, in
general, to protect investors and the
public interest and because it is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers. The
Exchange believes that the proposed
rule change accomplishes these
objectives by enabling individuals to
qualify for registration with the
Exchange by passing a qualification
examination that specifically addresses
industry topics that establish the
foundation for the regulatory and
procedural knowledge necessary for
such persons electing to register as
General Securities Principal or
Proprietary Trader Principal.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
11 Rule 2.23(d) specifies the continuing education
requirements for registered persons subsequent to
their initial qualification and registration, which
consist of a Regulatory Element and a Firm
Element. The S201 Regulatory Element Program is
required for registered Supervisors/Principals.
12 See, e.g., Commentary .08 to Chicago Board
Options Exchange (‘‘CBOE’’) Rule 3.6A and
Securities Exchange Act Release No. 67000 (May
16, 2012), 77 FR 30338 (May 22, 2012) (SR–CBOE–
2012–039). See also NASDAQ OMX BX (‘‘BX’’)
Rule 1022(h) and Securities Exchange Act Release
No. 65056 (August 8, 2011), 76 FR 50279 (August
12, 2011) (SR–BX–2011–053).
13 15 U.S.C. 78f(b).
14 15 U.S.C. 78f(b)(5).
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change
does not: (i) Significantly affect the
protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative prior to 30 days from the date
on which it was filed, or such shorter
PO 00000
Frm 00097
Fmt 4703
Sfmt 4703
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,15 the Exchange does not believe
that the proposed rule change will
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
Specifically, the Exchange does not
believe that registration requirements
for a General Securities Principal or a
Proprietary Trader Principal registration
will affect intermarket competition
because other markets have adopted
similar rules requiring registration and
examination requirements for registered
persons engaged in supervisory
activities.16 In addition, the Exchange
does not believe that the proposed rule
change will affect intramarket
competition because all similarly
situated registered persons of OTP
Holders and OTP Firms, e.g., registered
persons maintaining the same categories
of registration, are required to complete
the same qualification examinations and
maintain the same registrations.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
15 15
U.S.C. 78f(b)(8).
supra note 12.
16 See
E:\FR\FM\16SEN1.SGM
16SEN1
Federal Register / Vol. 79, No. 179 / Tuesday, September 16, 2014 / Notices
time as the Commission may designate,
if consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 17 and Rule 19b–4(f)(6)(iii)
thereunder.18
The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative upon filing. The
Commission believes that waiving the
30-day operative delay is consistent
with the protection of investors and the
public interest, as this proposed rule
change will make NYSE Arca’s rules
consistent with those of the other
markets which already have the
Proprietary Trader Principal category of
registration and its qualification
requirements. Waiver of the operative
delay would also allow the Exchange to
implement the proposed rule change
without delay, enabling associated
persons of OTP Holders and OTP Firms
who are engaged in supervisory
activities to comply with the
registration, examination and
continuing education requirements
associated with the Proprietary Trader
Principal registration category in a
timely manner, and thus is consistent
with the protection of investors and the
public interest.19 Therefore, the
Commission designates the proposal
operative upon filing.20
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 21 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
17 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6)(iii). As required under
Rule 19b–4(f)(6)(iii), the Exchange provided the
Commission with written notice of its intent to file
the proposed rule change, along with a brief
description and the text of the proposed rule
change, at least five business days prior to the date
of filing of the proposed rule change, or such
shorter time as designated by the Commission.
19 The Commission notes that, with respect to the
General Securities Principal registration category,
NYSE Arca states that it is codifying an existing
requirement.
20 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
21 15 U.S.C. 78s(b)(2)(B).
tkelley on DSK3SPTVN1PROD with NOTICES
18 17
VerDate Sep<11>2014
18:22 Sep 15, 2014
Jkt 232001
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:
55523
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–22002 Filed 9–15–14; 8:45 am]
BILLING CODE 8011–01–P
Electronic Comments
SMALL BUSINESS ADMINISTRATION
• 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–
NYSEArca–2014–98 on the subject line.
[License Nos. 05/05–0297 & 05/05–0296]
Paper Comments
Notice is hereby given that
Stonehenge Opportunity Fund III, L.P.
and Stonehenge Opportunity Fund III–
B, L.P., 191 West Nationwide
Boulevard, Suite 600, Columbus, OH,
43215, Federal Licensees under the
Small Business Investment Act of 1958,
as amended (the ‘‘Act’’), in connection
with the financing of a small concern
have sought an exemption under
Section 312 of the Act and Section
107.730, Financings which Constitute
Conflicts of Interest of the Small
Business Administration (‘‘SBA’’) Rules
and Regulations (13 CFR 107.730).
Stonehenge Opportunity Fund III, L.P.
and Stonehenge Opportunity Fund III–
B, L.P. propose to participate in the
recapitalization of DHH Holdings, LLC,
dba Davidson Hotels & Resorts, One
Ravinia Drive, Suite 1600, Atlanta, GA,
30346 (‘‘Davidson’’) by investing
subordinated debt.
The financing requires SBA prior
written exemption pursuant to
§ 107.730(a) of the Regulations because
it will provide a benefit to various
individual Associates of Stonehenge
Opportunity Fund III, L.P. and
Stonehenge Opportunity Fund III–B,
L.P. in the form of a cash distribution.
The financing requires SBA prior
written exemption pursuant to
§ 107.730(a)(1) of the Regulations
because individual Associates of
Stonehenge Opportunity Fund III, L.P.
and Stonehenge Opportunity Fund III–
B, L.P. collectively own more than 10%
of Davidson, so Davidson is an
Associate of Stonehenge Opportunity
Fund III, L.P. and Stonehenge
Opportunity Fund III–B, L.P. as defined
in § 107.50 of the Regulations.
Notice is hereby given that within
fifteen days of the date of this
publication, any interested person may
submit written comments on the
transaction to the Associate
Administrator for Investment and
Innovation, U.S. Small Business
• 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–NYSEArca–2014–98. 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 will also 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–
NYSEArca–2014–98 and should be
submitted on or before October 7, 2014.
22 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00098
Fmt 4703
Sfmt 4703
Stonehenge Opportunity Fund III, L.P.;
Stonehenge Opportunity Fund III–B,
L.P.; Notice Seeking Exemption Under
Section 312 of the Small Business
Investment Act, Conflicts of Interest
E:\FR\FM\16SEN1.SGM
16SEN1
Agencies
[Federal Register Volume 79, Number 179 (Tuesday, September 16, 2014)]
[Notices]
[Pages 55521-55523]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-22002]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73068; File No. SR-NYSEArca-2014-98]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending NYSE Arca
Rule 2.23 To Specify the Registration and Examination Requirements for
Persons Engaged in Supervisory Activities
September 10, 2014.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on August 28, 2014, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I and II
below, which Items have been prepared by the self-regulatory
organization. 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\ 15 U.S.C. 78a.
\3\ 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 NYSE Arca Rule 2.23 to specify the
registration and examination requirements for a [sic] persons engaged
in supervisory activities.\4\ The text of the proposed rule change is
available on the Exchange's Web site at www.nyse.com, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
---------------------------------------------------------------------------
\4\ The Rules of NYSE Arca govern NYSE Arca Options. Rule
changes proposed in this filing are not applicable to NYSE Arca
Equities.
---------------------------------------------------------------------------
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 self-regulatory organization
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 those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend Rule 2.23 to specify the
registration and examination requirements for a person engaged in
supervisory activities as described in Rule 11.18--Supervision.
Rule 2.23 prescribes the registration and qualification
requirements for individuals performing certain duties on behalf of an
OTP Holder or OTP Firm \5\, including traders and Proprietary Traders.
A ``trader'' is a person who is directly or indirectly compensated by
an OTP Holder or OTP Firm and who trades, makes trading decisions with
respect to, or otherwise engages in the proprietary or agency trading
of securities. The General Securities Registered Representative
Examination, (``Series 7'') is the qualifying examination for
registered traders. A Proprietary Trader, which is a limited
registration category, is any person engaged in the purchase or sale of
securities or other similar instruments for the account of an OTP
Holder or OTP Firm with which he or she is associated, as an employee
or otherwise, and who does not transact any business with the
public.\6\ The Proprietary Traders Examination (``Series 56'') is the
[[Page 55522]]
qualifying examination for Proprietary Traders.\7\
---------------------------------------------------------------------------
\5\ See Rule 1.1(p). The term ``OTP'' shall refer to an Options
Trading Permit issued by the Exchange for effecting approved
securities transactions on the Exchange's Trading Facilities
\6\ The term ``Proprietary Trader'' does not include a person
who is required to be registered as a Market Maker in accordance
with Rule 6.33 or a Market Maker Authorized Trader in accordance
with Rule 6.34A. See Rule 2.23(b)(2)(C).
\7\ See Securities Exchange Act Release No. 66452 (February 23,
2012), 77 FR 12347 (February 29, 2012) (SR-NYSEArca-2012-15). An
individual may also register as a Proprietary Trader by passing the
General Securities Registered Representative Examination (``Series 7
Examination'') without passing the Series 56 Examination.
---------------------------------------------------------------------------
The Exchange proposes to set out within Rule 2.23(b)(3) the ways a
person engaged in supervisory activities as described in Rule 11.18--
Supervision may register with the Exchange on Web CRD.\8\ The first way
to qualify is to register as a General Securities Principal. A General
Securities Principal must complete (a) the General Securities Principal
Qualification Examination (``Series 24'') and (b) the Series 7. The
Exchange presently requires persons acting in a supervisory capacity to
be registered as a General Securities Principal and pass the Series 24
and Series 7. This filing serves to codify the existing registration
and examination requirements and does not impart any new obligations on
individuals registered as a General Securities Principal. The proposed
second way to register and qualify as a supervisor would be as a
Proprietary Trader Principal. A Proprietary Trader Principal must (a)
complete the Series 24 and (b) be registered as a Proprietary Trader
pursuant to Exchange Rules as described above.
---------------------------------------------------------------------------
\8\ Web CRD is the central licensing and registration system for
the U.S. securities industry and its regulators operated by the
Financial Industry Regulatory Authority (``FINRA'').
---------------------------------------------------------------------------
Registration in the category of Proprietary Trader Principal would
be a limited principal registration and would not authorize an
individual to supervise non-Proprietary Traders. Therefore, the
Exchange also proposes to specify within Rule 2.23(b)(3) that a
Proprietary Trader Principal would not be qualified to function in a
Principal or supervisory capacity with responsibility over any area of
business or any registered person conducting such a business, other
than that involving proprietary trading.
The proposed change is not otherwise intended to address any other
issues and the Exchange is not aware of any problems that OTP Holders
or OTP Firms or their registered persons would have in complying with
the proposed change.
2. Statutory Basis
The proposed rule change is consistent with Section 6(c) of the
Act,\9\ in general, and furthers the objectives of Section 6(c)(3) of
the Act,\10\ in particular, which authorizes the Exchange to prescribe
standards of training, experience, and competence for registered
persons of OTP Holders and OTP Firms. The Exchange believes that the
proposed examination requirements for a General Securities Principal
and a Proprietary Trader Principal will help to ensure that a
registered supervisor is competent to perform such supervisory
functions and the registration requirements will result in a General
Securities Principal and a Proprietary Trader Principal being subject
to ongoing training requirements under the Exchange's rules.\11\ The
Exchange also believes that the proposed rule change is reasonable
because the Proprietary Trader Principal category is limited and
tailored to persons supervising proprietary trading functions and
because other markets already recognize Proprietary Trader Principal
registration and related examination requirements.\12\ The Exchange
also believes that it is reasonable to prescribe the Series 24
Examination as the appropriate examination for both the General
Securities Principal and the Proprietary Trader Principal because the
Series 24 Examination tests knowledge and understanding of supervision-
related rules, including but not limited to rules governing sales
practices, books and records, account suitability, trade review and
trade reporting requirements.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78f(c).
\10\ 15 U.S.C. 78f(c)(3).
\11\ Rule 2.23(d) specifies the continuing education
requirements for registered persons subsequent to their initial
qualification and registration, which consist of a Regulatory
Element and a Firm Element. The S201 Regulatory Element Program is
required for registered Supervisors/Principals.
\12\ See, e.g., Commentary .08 to Chicago Board Options Exchange
(``CBOE'') Rule 3.6A and Securities Exchange Act Release No. 67000
(May 16, 2012), 77 FR 30338 (May 22, 2012) (SR-CBOE-2012-039). See
also NASDAQ OMX BX (``BX'') Rule 1022(h) and Securities Exchange Act
Release No. 65056 (August 8, 2011), 76 FR 50279 (August 12, 2011)
(SR-BX-2011-053).
---------------------------------------------------------------------------
The Exchange also believes that the proposed rule change is
consistent with Section 6(b) of the Act,\13\ in general, and furthers
the objectives of Section 6(b)(5) of the Act,\14\ in particular,
because it is 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 mechanisms of, a free and open market and a national market
system and, in general, to protect investors and the public interest
and because it is not designed to permit unfair discrimination between
customers, issuers, brokers, or dealers. The Exchange believes that the
proposed rule change accomplishes these objectives by enabling
individuals to qualify for registration with the Exchange by passing a
qualification examination that specifically addresses industry topics
that establish the foundation for the regulatory and procedural
knowledge necessary for such persons electing to register as General
Securities Principal or Proprietary Trader Principal.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
For these reasons, the Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\15\ the Exchange
does not believe that the proposed rule change will impose any burden
on competition that is not necessary or appropriate in furtherance of
the purposes of the Act. Specifically, the Exchange does not believe
that registration requirements for a General Securities Principal or a
Proprietary Trader Principal registration will affect intermarket
competition because other markets have adopted similar rules requiring
registration and examination requirements for registered persons
engaged in supervisory activities.\16\ In addition, the Exchange does
not believe that the proposed rule change will affect intramarket
competition because all similarly situated registered persons of OTP
Holders and OTP Firms, e.g., registered persons maintaining the same
categories of registration, are required to complete the same
qualification examinations and maintain the same registrations.
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78f(b)(8).
\16\ See supra note 12.
---------------------------------------------------------------------------
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the proposed rule change does not: (i) Significantly affect
the protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter
[[Page 55523]]
time as the Commission may designate, if consistent with the protection
of investors and the public interest, the proposed rule change has
become effective pursuant to Section 19(b)(3)(A) of the Act \17\ and
Rule 19b-4(f)(6)(iii) thereunder.\18\
---------------------------------------------------------------------------
\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 17 CFR 240.19b-4(f)(6)(iii). As required under Rule 19b-
4(f)(6)(iii), the Exchange provided the Commission with written
notice of its intent to file the proposed rule change, along with a
brief description and the text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission.
---------------------------------------------------------------------------
The Exchange has asked the Commission to waive the 30-day operative
delay so that the proposal may become operative upon filing. The
Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public interest, as
this proposed rule change will make NYSE Arca's rules consistent with
those of the other markets which already have the Proprietary Trader
Principal category of registration and its qualification requirements.
Waiver of the operative delay would also allow the Exchange to
implement the proposed rule change without delay, enabling associated
persons of OTP Holders and OTP Firms who are engaged in supervisory
activities to comply with the registration, examination and continuing
education requirements associated with the Proprietary Trader Principal
registration category in a timely manner, and thus is consistent with
the protection of investors and the public interest.\19\ Therefore, the
Commission designates the proposal operative upon filing.\20\
---------------------------------------------------------------------------
\19\ The Commission notes that, with respect to the General
Securities Principal registration category, NYSE Arca states that it
is codifying an existing requirement.
\20\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
---------------------------------------------------------------------------
At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \21\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
---------------------------------------------------------------------------
\21\ 15 U.S.C. 78s(b)(2)(B).
---------------------------------------------------------------------------
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-NYSEArca-2014-98 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-NYSEArca-2014-98. 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 will also 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-NYSEArca-2014-98 and should
be submitted on or before October 7, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
---------------------------------------------------------------------------
\22\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-22002 Filed 9-15-14; 8:45 am]
BILLING CODE 8011-01-P