Self-Regulatory Organizations; ICE Clear Europe Limited; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to Rules and Procedures, 62688-62691 [2014-24777]
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62688
Federal Register / Vol. 79, No. 202 / Monday, October 20, 2014 / Notices
presented to OCC as a result of such
sessions as well as implement changes
designed to mitigate operational risk
associated with overnight trading
sessions. In addition, OCC will adapt
certain existing practices to
accommodate these overnight trading
sessions including its margin call
process and its authority to take
protective action pursuant to OCC Rule
305. The new and modified practices
are designed to identify and mitigate
risks that may be presented to OCC as
a result of overnight trading sessions
and thereby promote robust risk
management.
III. Date of Effectiveness of the Advance
Notice and Timing for Commission
Action
The proposed change may be
implemented if the Commission does
not object to the proposed change
within 60 days of the later of (i) the date
that the Commission receives the notice
of proposed change, or (ii) the date the
Commission receives any further
information it requests for consideration
of the notice. The clearing agency shall
not implement the proposed change if
the Commission has any objection to the
proposed change.
The Commission may extend the
period for review by an additional 60
days if the proposed change raises novel
or complex issues, subject to the
Commission providing the clearing
agency with prompt written notice of
the extension. A proposed change may
be implemented in less than 60 days
from the date the advance noticed is
filed, or the date further information
requested by the Commission is
received, if the Commission notifies the
clearing agency in writing that it does
not objected to the proposed change and
authorizes the clearing agency to
implement the proposed change on an
earlier date, subject to any conditions
imposed by the Commission.
The clearing agency shall post notice
on its Web site of proposed changes that
are implemented.
IV. Solicitation of Comments
tkelley on DSK3SPTVN1PROD with NOTICES
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing.
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–
OCC–2014–805 on the subject line.
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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–OCC–2014–805. 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 advance notice that
are filed with the Commission, and all
written communications relating to the
advance notice 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 OCC and on OCC’s Web site
https://www.theocc.com/components/
docs/legal/rules_and_bylaws/sr_occ_14_
805.pdf.
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–OCC–2014–805 and should
be submitted on or before November 10,
2014.
By the Commission.
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–24779 Filed 10–17–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73348; File No. SR–ICEEU–
2014–17]
Self-Regulatory Organizations; ICE
Clear Europe Limited; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change Relating to
Rules and Procedures
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
Frm 00096
Fmt 4703
I. Self-regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The principal purpose of the
proposed changes is to accommodate
the transition of trading in certain
cleared financial and soft commodity
contracts from the LIFFE
Administration & Management
(‘‘LIFFE’’) market to ICE Futures Europe.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, ICE
Clear Europe 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. ICE
Clear Europe has prepared summaries,
set forth in sections A, B, and C below,
of the most significant aspects of these
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
ICE Clear Europe currently acts as the
clearing organization for futures and
option contracts traded on the LIFFE
market. These contracts consist of
futures and options contracts involving
financial instruments (including interest
rate futures and option contracts and
equity futures and option contracts) and
so-called ‘‘soft’’ commodities (including
futures and option contracts on cocoa,
wheat, coffee and sugar) (collectively,
‘‘financials and softs contracts’’). As has
been publicly announced,
1 15
October 14, 2014.
PO 00000
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
3, 2014, ICE Clear Europe Limited (‘‘ICE
Clear Europe’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
changes described in Items I, II and III
below, which Items have been prepared
primarily by ICE Clear Europe. ICE Clear
Europe filed the proposal pursuant to
Section 19(b)(3)(A) of the Act,3 and
Rules 19b–4(f)(4)(i) thereunder,4 so that
the proposal was effective upon filing
with the Commission. The Commission
is publishing this notice to solicit
comments on the proposed rule change
from interested persons.
Sfmt 4703
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(4)(i).
2 17
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IntercontinentalExchange Group, Inc.
(‘‘ICE Group’’), the parent of ICE Clear
Europe and LIFFE, has determined to
transition the trading of such contracts
from LIFFE to ICE Futures Europe
(which is also a subsidiary of ICE
Group). ICE Clear Europe also acts as
the clearing organization for the ICE
Futures Europe market, and ICE Clear
Europe will continue to clear the
transitioning financials and softs
contracts following the transition. To
facilitate an orderly transition in trading
activity and to accommodate
operational requirements of the clearing
house, the exchanges and other market
participants, it is expected that the
transition will occur in several stages
commencing in late September 2014
and concluding in mid-November 2014.
Each stage will involve transition of a
set of products in a particular category
(such as soft commodity, fixed income
or equity contracts).
In connection with the transition, ICE
Clear Europe proposes to make certain
amendments to its Rules and Procedures
to reflect the change in trading market
and make various related conforming
changes. ICE Clear Europe does not
propose to change the clearing resources
supporting the clearing of these
products, including the margin
methodology for the products and the
guaranty fund supporting clearing of the
products, or to materially change its risk
management framework for these
contracts. In addition, ICE Clear Europe
does not propose to change its rules in
a manner that conflicts with the terms
of the exemptive order granted by the
Commission to ICE Clear Europe from
clearing agency registration in
connection with the clearing of the
LIFFE securities products (the ‘‘ICEU
Exemptive Order’’),5 and ICE Clear
Europe will continue to satisfy the
conditions of such order. Furthermore,
despite the change in trading venue
from LIFFE to ICE Futures Europe and
the proposed rule changes, the controls
put into place by ICE Clear Europe
pursuant to the ICEU Exemptive Order
to prevent U.S. persons from clearing
transactions in U.S. securities and to
comply with the other conditions in the
order will remain in place and continue
to be satisfied.6
5 Order Pursuant to Section 17A of the Securities
Exchange Act of 1934 Granting Exemption from the
Clearing Agency Registration Requirement under
Section 17A(b) of the Exchange Act for ICE Clear
Europe Limited in Connection With its Proposal to
Clear Contracts Traded on the LIFFE
Administration and Management Market, Exchange
Act Release No. 34–69872 (June 27, 2013).
6 These include controls implemented as part of
the clearing membership and account set-up
process. ICE Clear Europe also notes in this regard
that consistent with the class no-action relief
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ICE Clear Europe submits revisions to
Parts 1, 2, 4, 9, 11 and 12 of the Rules
and a new Part 21 of the Rules. ICE
Clear Europe also submits certain
conforming changes to its Procedures,
including the Clearing Procedures,
Finance Procedures, Delivery
Procedures General Contract Terms,
Complaint Resolution Procedures and
FX Procedures.
Throughout the Rules and Procedures,
references to ‘‘LIFFE Contracts’’ and
related definitions referring to ‘‘LIFFE’’
have been changed to ‘‘Financials &
Softs Contracts’’ and corresponding
related terms, as described herein.
Accordingly, the current LIFFE segment
of the F&O product category will
become known as the Financials & Softs
segment of the F&O product category.
During the phased transition period, the
Financials & Softs segment will include
both those former LIFFE contracts that
have transitioned to trading on ICE
Futures Europe and those LIFFE
contracts that have not yet been
transferred.
In Part 1 of the Rules, Rule 101 is
modified to add new defined terms and
revise existing definitions in connection
with the transition. The definitions of
‘‘Energy’’ and ‘‘Energy Transaction’’
have been revised to exclude ICE
Futures Europe transactions that are
Financials & Softs transactions. A new
set of Financials & Softs related
definitions has been added based on the
existing LIFFE contract related
definitions, including ‘‘Financials &
Softs’’, ‘‘Financials & Softs Block
Contract’’, ‘‘Financials & Softs Block
Trade Facility’’, ‘‘Financials & Softs
Block Transaction’’, ‘‘Financials & Softs
Clearing Member’’, ‘‘Financials & Softs
Contract’’, ‘‘Financials & Softs Matched
Contract’’, ‘‘Financials & Softs Matched
Transaction’’, and ‘‘Financials & Softs
Transaction’’. These are substantially
the same as the corresponding
definitions for LIFFE products, but
reflect the fact that Financials & Softs
contracts will be traded on ICE Futures
Europe and, prior to the transition, on
LIFFE. Certain other definitions have
been added to address particular LIFFE
trading functionalities, including ‘‘Basis
Trades’’ and ‘‘Soft Commodity EFRP,’’
which are used in the definition of
Financials & Softs Block Transaction
and are defined by reference to the
provided by the Division of Trading and Markets for
foreign options markets (LIFFE A&M and Class
Relief, SEC No-Action Letter (July 1, 2013)), LIFFE
equity options on securities of U.S. issuers are not
available for sale to U.S. persons. This restriction
will continue to apply following the transition of
trading in such options to ICE Futures Europe. See
Representation Letter from ICE Futures Europe
(March 28, 2014).
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62689
relevant ICE Futures Europe rules or
LIFFE rules. Various other conforming
changes to definitions have been made,
principally to refer to ‘‘Financials &
Softs’’ instead of ‘‘LIFFE’’ and/or to refer
to ICE Futures Europe instead of (or in
addition to) the LIFFE market. In
addition, the definition of ‘‘Continuing
CDS Rule Provisions’’ is modified such
that references to ‘‘LIFFE Contracts’’ in
Rule 209 thereof will be deemed to be
‘‘Financials & Softs Contracts’’ as
defined in the Rules.
Rule 102(f), which addresses relevant
documentation governing transactions,
has been revised to reference the
relevant LIFFE rules in the case of
Financials & Softs Contracts traded on
LIFFE and the relevant ICE Futures
Europe rules in the case of Financials &
Softs Contracts traded on ICE Futures
Europe.
In Rules 201(a), 207(g) and 208(e)
various conforming changes are made to
refer to Financials & Softs Transactions
and Contracts instead of LIFFE
Transactions and Contracts, as
appropriate. In Rule 207(g), a further
clarification is made that the restriction
therein on U.S. clearing members
clearing Financials & Softs Contracts in
U.S. securities does not apply to
clearing of futures contracts on
exempted securities.
Rule 401, which addresses contract
formation, has been revised to refer to
Financials & Softs Transactions and
Contracts instead of LIFFE Transactions
and Contracts and Financials & Softs
Clearing Members instead of LIFFE
Clearing Members, and to refer to the
ICE Futures Europe Rules, as
appropriate. Similarly, conforming
changes to the use of the term
Financials & Softs Clearing Member has
been made in Rule 404(a).
In Rules 908 and 909, various
conforming references to defined terms
referencing LIFFE have been changed to
Financials & Softs. Similarly, a
conforming change in Rule 1101 has
been made to refer to Financials & Softs
instead of LIFFE.
The amendments also revise Part 12
of the Rules, which addresses UK
Settlement Finality Regulations and the
Companies Act 1989, to refer to
Financials & Softs transactions and to
change the defined term ‘‘LIFFE
Delivery Order’’ to ‘‘Security Derivative
Delivery Order.’’
The amendments include a new Part
21 of the Rules, which adopts
transitional provisions for the LIFFE
Contracts moving to ICE Futures
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Europe. Rule 2102 7 adopts definitions
for the various stages of the transition
and the particular contracts being
moved to ICE Futures Europe. It is
contemplated that the transition will
take place in five stages. The first stage
(expected to occur at the end of
September 2014) will consist of soft
commodity futures and option
contracts; the second, third and fourth
stages (expected to occur during October
2014 and early November 2014) will
consist of government bond futures and
options contracts; and the fifth phase
(expected to occur in mid-November
2014) will consist of equity futures and
option contracts. Rule 2103 8 provides
that the transition of trading will occur
for each stage of the transition at the
specified transition time. Rule 2104 9
provides for the redesignation of
contracts as Financials & Softs Contracts
for purposes of the Rules.
In the Clearing Procedures, paragraph
1 has been revised to refer to
‘‘Financials & Softs’’ instead of LIFFE
and to refer to various successor
operational systems that may be used by
ICE Clear Europe. Similarly, in the
Finance Procedures, references to
‘‘LIFFE Contracts’’ have been changed to
‘‘Financials & Softs Contracts.’’
ICE Clear Europe also proposes to
make conforming changes to the
Delivery Procedures. References to
‘‘LIFFE’’ have been changed to
‘‘Financials & Softs.’’ In addition,
parallel references to ICE Futures
Europe and the ICE Futures Europe
Rules have been added as appropriate to
existing references to LIFFE and the
LIFFE Rules, including in connection
with delivery specifications. Certain
references to LIFFE contract terms have
been changed to relevant contract terms
to reflect the transition to ICE Futures
Europe. References to the ‘‘LIFFE
Guardian’’ electronic grading and
delivery system for softs have been
changed to ‘‘Guardian’’ or any successor
system. In addition, certain obsolete
references to raw sugar contracts (which
are not currently traded on LIFFE or ICE
Futures Europe) have been removed in
paragraph 8.
In the General Contract Terms,
references to LIFFE Contracts are
changed to Financials & Softs Contracts
7 In ICE Clear Europe’s filing, it referenced Rule
2101. Following confirmation from ICE Clear
Europe, Staff has changed this reference to Rule
2102.
8 In ICE Clear Europe’s filing, it referenced Rule
2102. Following confirmation from ICE Clear
Europe, Staff has changed this reference to Rule
2103.
9 In ICE Clear Europe’s filing, it referenced Rule
2103. Following confirmation from ICE Clear
Europe, Staff has changed this reference to Rule
2104.
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and a reference to the ICE Futures
Europe Rules is added. Other
conforming changes to defined terms
(based on prior amendments to the
Rules) are also made, including to the
use of the terms ‘‘Buying Counterparty,’’
‘‘Selling Counterparty’’ and ‘‘Clearing
Counterparty’’. The ‘‘Waiver’’ and
‘‘Entire Agreement’’ provisions in new
paragraphs 3(o) and (p) were
inadvertently deleted in a prior
amendment 10 and are reinstated in
relevant part.
In the Complaint Resolution
Procedures, a reference to Financials &
Softs Clearing Members is added in
paragraph 1.5. In paragraph 1.31 of the
FX Procedures, a conforming change is
made to reflect a change in defined
terms under the Rules.
2. Statutory Basis
ICE Clear Europe believes that the
proposed rule changes are consistent
with the requirements of Section 17A of
the Act 11 and the regulations
thereunder applicable to it, including
the standards under Rule 17Ad–22.12
The amendments will accommodate the
transition of trading of certain cleared
Financials & Softs contracts from
trading on LIFFE to trading on ICE
Futures Europe, while maintaining
clearing at ICE Clear Europe. The
existing clearing arrangements and
related financial safeguards, protections,
risk management procedures, settlement
procedures, clearing membership
standards and default management
procedures for such contracts at ICE
Clear Europe will continue to apply, as
discussed herein. ICE Clear Europe does
not propose to change any rules in a
manner that conflicts with the terms of
the ICEU Exemptive Order and will
continue to satisfy the conditions of
such order. Furthermore, despite the
change in trading venue from LIFFE to
ICE Futures Europe and the proposed
rule changes, the controls put into place
by ICE Clear Europe pursuant to the
ICEU Exemptive Order to prevent U.S.
persons from clearing transactions in
U.S. securities and to comply with the
other conditions in the order will
remain in place and continue to be
satisfied. As a result, the transition, and
the related amendments to the ICE Clear
Europe rules and procedures, are
consistent with the prompt and accurate
clearance of and settlement of securities
transactions and derivative agreements,
contracts and transactions cleared by
10 Exchange Act Rel. No. 34–72582 (July 10,
2014), 79 FR 41320 (July 15, 2014) (SR–ICEEU–
2014–11).
11 15 U.S.C. 78q–1.
12 17 CFR 240.17Ad–22.
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ICE Clear Europe, the safeguarding of
securities and funds in the custody or
control of ICE Clear Europe and the
protection of investors and the public
interest, within the meaning of Section
17A(b)(3)(F) of the Act.13
B. Self-Regulatory Organization’s
Statement on Burden on Competition
ICE Clear Europe does not believe the
proposed rule and procedure changes
would have any impact, or impose any
burden, on competition not necessary or
appropriate in furtherance of the
purposes of the Act. As discussed
above, the amendments are intended to
accommodate the transitioning of
trading for the relevant contracts from
LIFFE to ICE Futures Europe, and the
clearing arrangements for those
contracts are not expected to change in
any material respect. In particular, the
contract terms and clearing membership
standards will not change in any
material respect, and the availability of
clearing and the costs and requirements
for clearing of the contracts are not
expected to change in any material
respect as a result of the transition. The
rule changes should therefore not affect
access to clearing in these products by
clearing members or their customers.
Accordingly, ICE Clear Europe does not
believe that the proposed rule changes
will impose any burden on competition
among clearing members or their
customers not appropriate in
furtherance of the purposes of the Act.
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 changes to the rules have not
been solicited or received. ICE Clear
Europe will notify the Commission of
any written comments received by ICE
Clear Europe.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective upon filing pursuant to Section
19(b)(3)(A) 14 of the Act and Rule 19b–
4(f)(4)(i) 15 thereunder because it effects
a change in an existing service of a
registered clearing agency that does not
adversely affect the safeguarding of
securities or funds in the custody or
control of the clearing agency or for
which it is responsible and does not
significantly affect the respective rights
or obligations of the clearing agency or
13 15
U.S.C. 78q–1(b)(3)(F).
U.S.C. 78s(b)(3)(A).
15 17 CFR 240.19b–4(f)(i).
14 15
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Federal Register / Vol. 79, No. 202 / Monday, October 20, 2014 / Notices
persons using the service, within the
meaning of Rule 19b–4(f)(4)(i). As
discussed above, ICE Clear Europe is
currently the clearing organization for
the transitioning LIFFE contracts, and
will continue to clear such contracts
following the transition of trading to ICE
Futures Europe. The contract terms of
the transitioning contracts are not
changing in any material respect, and
ICE Clear Europe will continue to use
substantially the same risk management,
margin, guaranty fund, settlement and
other policies and procedures following
the transition as are currently used with
respect to such contracts. The
amendments to the Rules and
Procedures discussed herein generally
consist of conforming changes to
defined terms and related transitional
provisions that will accommodate the
transition of trading activity. In ICE
Clear Europe’s view, these changes will
thus not significantly affect the
safeguarding of funds or securities in
the custody or control of ICE Clear
Europe, or otherwise significantly affect
the rights or obligations of the Clearing
House and its Clearing Members. 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.
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–ICEEU–2014–17 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–ICEEU–2014–17. 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
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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 will also be available for
inspection and copying at the principal
office of ICE Clear Europe and on ICE
Clear Europe’s Web site at https://
www.theice.com/notices/
Notices.shtml?regulatoryFilings.
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–ICEEU–2014–17 and
should be submitted on or before
November 10, 2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–24777 Filed 10–17–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73349; File No. SR–ISE–
2014–47]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Amend the Schedule of
Fees
October 14, 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 October
1, 2014, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
Exchange Commission the proposed
16 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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62691
rule change, as described in Items I, II,
and III 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 ISE is proposing to amend its
Schedule of Fees to introduce a new
rebate tier for members that execute a
specified volume of Qualified
Contingent Cross (‘‘QCC’’) and/or other
solicited crossing orders in a month.
The text of the proposed rule change is
available on the Exchange’s Web site
(https://www.ise.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 these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization 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 purpose of the proposed rule
change is to amend the Schedule of Fees
to introduce a new rebate tier for
members that execute a specified
volume of QCC and/or other solicited
crossing orders in a month. The
Exchange’s Schedule of Fees has
separate tables for fees and rebates
applicable to Standard Options and
Mini Options. The Exchange notes that
while the discussion below relates to
rebates for Standard Options, the rebates
for Mini Options, which are not
discussed below, are and shall continue
to be 1⁄10th of the rebates for Standard
Options.
The Exchange offers members tiered
rebates in QCC and/or other solicited
crossing orders, i.e. orders executed in
the solicitation, facilitation, or price
improvement mechanisms where the
agency order is executed against an
order solicited from another party (the
E:\FR\FM\20OCN1.SGM
20OCN1
Agencies
[Federal Register Volume 79, Number 202 (Monday, October 20, 2014)]
[Notices]
[Pages 62688-62691]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-24777]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73348; File No. SR-ICEEU-2014-17]
Self-Regulatory Organizations; ICE Clear Europe Limited; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change
Relating to Rules and Procedures
October 14, 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 October 3, 2014, ICE Clear Europe Limited (``ICE Clear Europe'')
filed with the Securities and Exchange Commission (``Commission'') the
proposed rule changes described in Items I, II and III below, which
Items have been prepared primarily by ICE Clear Europe. ICE Clear
Europe filed the proposal pursuant to Section 19(b)(3)(A) of the
Act,\3\ and Rules 19b-4(f)(4)(i) thereunder,\4\ so that the proposal
was effective upon filing with the Commission. The Commission is
publishing this notice to solicit comments on the proposed rule change
from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A)(iii).
\4\ 17 CFR 240.19b-4(f)(4)(i).
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I. Self-regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The principal purpose of the proposed changes is to accommodate the
transition of trading in certain cleared financial and soft commodity
contracts from the LIFFE Administration & Management (``LIFFE'') market
to ICE Futures Europe.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, ICE Clear Europe 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. ICE Clear Europe has prepared summaries,
set forth in sections A, B, and C below, of the most significant
aspects of these statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
ICE Clear Europe currently acts as the clearing organization for
futures and option contracts traded on the LIFFE market. These
contracts consist of futures and options contracts involving financial
instruments (including interest rate futures and option contracts and
equity futures and option contracts) and so-called ``soft'' commodities
(including futures and option contracts on cocoa, wheat, coffee and
sugar) (collectively, ``financials and softs contracts''). As has been
publicly announced,
[[Page 62689]]
IntercontinentalExchange Group, Inc. (``ICE Group''), the parent of ICE
Clear Europe and LIFFE, has determined to transition the trading of
such contracts from LIFFE to ICE Futures Europe (which is also a
subsidiary of ICE Group). ICE Clear Europe also acts as the clearing
organization for the ICE Futures Europe market, and ICE Clear Europe
will continue to clear the transitioning financials and softs contracts
following the transition. To facilitate an orderly transition in
trading activity and to accommodate operational requirements of the
clearing house, the exchanges and other market participants, it is
expected that the transition will occur in several stages commencing in
late September 2014 and concluding in mid-November 2014. Each stage
will involve transition of a set of products in a particular category
(such as soft commodity, fixed income or equity contracts).
In connection with the transition, ICE Clear Europe proposes to
make certain amendments to its Rules and Procedures to reflect the
change in trading market and make various related conforming changes.
ICE Clear Europe does not propose to change the clearing resources
supporting the clearing of these products, including the margin
methodology for the products and the guaranty fund supporting clearing
of the products, or to materially change its risk management framework
for these contracts. In addition, ICE Clear Europe does not propose to
change its rules in a manner that conflicts with the terms of the
exemptive order granted by the Commission to ICE Clear Europe from
clearing agency registration in connection with the clearing of the
LIFFE securities products (the ``ICEU Exemptive Order''),\5\ and ICE
Clear Europe will continue to satisfy the conditions of such order.
Furthermore, despite the change in trading venue from LIFFE to ICE
Futures Europe and the proposed rule changes, the controls put into
place by ICE Clear Europe pursuant to the ICEU Exemptive Order to
prevent U.S. persons from clearing transactions in U.S. securities and
to comply with the other conditions in the order will remain in place
and continue to be satisfied.\6\
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\5\ Order Pursuant to Section 17A of the Securities Exchange Act
of 1934 Granting Exemption from the Clearing Agency Registration
Requirement under Section 17A(b) of the Exchange Act for ICE Clear
Europe Limited in Connection With its Proposal to Clear Contracts
Traded on the LIFFE Administration and Management Market, Exchange
Act Release No. 34-69872 (June 27, 2013).
\6\ These include controls implemented as part of the clearing
membership and account set-up process. ICE Clear Europe also notes
in this regard that consistent with the class no-action relief
provided by the Division of Trading and Markets for foreign options
markets (LIFFE A&M and Class Relief, SEC No-Action Letter (July 1,
2013)), LIFFE equity options on securities of U.S. issuers are not
available for sale to U.S. persons. This restriction will continue
to apply following the transition of trading in such options to ICE
Futures Europe. See Representation Letter from ICE Futures Europe
(March 28, 2014).
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ICE Clear Europe submits revisions to Parts 1, 2, 4, 9, 11 and 12
of the Rules and a new Part 21 of the Rules. ICE Clear Europe also
submits certain conforming changes to its Procedures, including the
Clearing Procedures, Finance Procedures, Delivery Procedures General
Contract Terms, Complaint Resolution Procedures and FX Procedures.
Throughout the Rules and Procedures, references to ``LIFFE
Contracts'' and related definitions referring to ``LIFFE'' have been
changed to ``Financials & Softs Contracts'' and corresponding related
terms, as described herein. Accordingly, the current LIFFE segment of
the F&O product category will become known as the Financials & Softs
segment of the F&O product category. During the phased transition
period, the Financials & Softs segment will include both those former
LIFFE contracts that have transitioned to trading on ICE Futures Europe
and those LIFFE contracts that have not yet been transferred.
In Part 1 of the Rules, Rule 101 is modified to add new defined
terms and revise existing definitions in connection with the
transition. The definitions of ``Energy'' and ``Energy Transaction''
have been revised to exclude ICE Futures Europe transactions that are
Financials & Softs transactions. A new set of Financials & Softs
related definitions has been added based on the existing LIFFE contract
related definitions, including ``Financials & Softs'', ``Financials &
Softs Block Contract'', ``Financials & Softs Block Trade Facility'',
``Financials & Softs Block Transaction'', ``Financials & Softs Clearing
Member'', ``Financials & Softs Contract'', ``Financials & Softs Matched
Contract'', ``Financials & Softs Matched Transaction'', and
``Financials & Softs Transaction''. These are substantially the same as
the corresponding definitions for LIFFE products, but reflect the fact
that Financials & Softs contracts will be traded on ICE Futures Europe
and, prior to the transition, on LIFFE. Certain other definitions have
been added to address particular LIFFE trading functionalities,
including ``Basis Trades'' and ``Soft Commodity EFRP,'' which are used
in the definition of Financials & Softs Block Transaction and are
defined by reference to the relevant ICE Futures Europe rules or LIFFE
rules. Various other conforming changes to definitions have been made,
principally to refer to ``Financials & Softs'' instead of ``LIFFE''
and/or to refer to ICE Futures Europe instead of (or in addition to)
the LIFFE market. In addition, the definition of ``Continuing CDS Rule
Provisions'' is modified such that references to ``LIFFE Contracts'' in
Rule 209 thereof will be deemed to be ``Financials & Softs Contracts''
as defined in the Rules.
Rule 102(f), which addresses relevant documentation governing
transactions, has been revised to reference the relevant LIFFE rules in
the case of Financials & Softs Contracts traded on LIFFE and the
relevant ICE Futures Europe rules in the case of Financials & Softs
Contracts traded on ICE Futures Europe.
In Rules 201(a), 207(g) and 208(e) various conforming changes are
made to refer to Financials & Softs Transactions and Contracts instead
of LIFFE Transactions and Contracts, as appropriate. In Rule 207(g), a
further clarification is made that the restriction therein on U.S.
clearing members clearing Financials & Softs Contracts in U.S.
securities does not apply to clearing of futures contracts on exempted
securities.
Rule 401, which addresses contract formation, has been revised to
refer to Financials & Softs Transactions and Contracts instead of LIFFE
Transactions and Contracts and Financials & Softs Clearing Members
instead of LIFFE Clearing Members, and to refer to the ICE Futures
Europe Rules, as appropriate. Similarly, conforming changes to the use
of the term Financials & Softs Clearing Member has been made in Rule
404(a).
In Rules 908 and 909, various conforming references to defined
terms referencing LIFFE have been changed to Financials & Softs.
Similarly, a conforming change in Rule 1101 has been made to refer to
Financials & Softs instead of LIFFE.
The amendments also revise Part 12 of the Rules, which addresses UK
Settlement Finality Regulations and the Companies Act 1989, to refer to
Financials & Softs transactions and to change the defined term ``LIFFE
Delivery Order'' to ``Security Derivative Delivery Order.''
The amendments include a new Part 21 of the Rules, which adopts
transitional provisions for the LIFFE Contracts moving to ICE Futures
[[Page 62690]]
Europe. Rule 2102 \7\ adopts definitions for the various stages of the
transition and the particular contracts being moved to ICE Futures
Europe. It is contemplated that the transition will take place in five
stages. The first stage (expected to occur at the end of September
2014) will consist of soft commodity futures and option contracts; the
second, third and fourth stages (expected to occur during October 2014
and early November 2014) will consist of government bond futures and
options contracts; and the fifth phase (expected to occur in mid-
November 2014) will consist of equity futures and option contracts.
Rule 2103 \8\ provides that the transition of trading will occur for
each stage of the transition at the specified transition time. Rule
2104 \9\ provides for the redesignation of contracts as Financials &
Softs Contracts for purposes of the Rules.
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\7\ In ICE Clear Europe's filing, it referenced Rule 2101.
Following confirmation from ICE Clear Europe, Staff has changed this
reference to Rule 2102.
\8\ In ICE Clear Europe's filing, it referenced Rule 2102.
Following confirmation from ICE Clear Europe, Staff has changed this
reference to Rule 2103.
\9\ In ICE Clear Europe's filing, it referenced Rule 2103.
Following confirmation from ICE Clear Europe, Staff has changed this
reference to Rule 2104.
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In the Clearing Procedures, paragraph 1 has been revised to refer
to ``Financials & Softs'' instead of LIFFE and to refer to various
successor operational systems that may be used by ICE Clear Europe.
Similarly, in the Finance Procedures, references to ``LIFFE Contracts''
have been changed to ``Financials & Softs Contracts.''
ICE Clear Europe also proposes to make conforming changes to the
Delivery Procedures. References to ``LIFFE'' have been changed to
``Financials & Softs.'' In addition, parallel references to ICE Futures
Europe and the ICE Futures Europe Rules have been added as appropriate
to existing references to LIFFE and the LIFFE Rules, including in
connection with delivery specifications. Certain references to LIFFE
contract terms have been changed to relevant contract terms to reflect
the transition to ICE Futures Europe. References to the ``LIFFE
Guardian'' electronic grading and delivery system for softs have been
changed to ``Guardian'' or any successor system. In addition, certain
obsolete references to raw sugar contracts (which are not currently
traded on LIFFE or ICE Futures Europe) have been removed in paragraph
8.
In the General Contract Terms, references to LIFFE Contracts are
changed to Financials & Softs Contracts and a reference to the ICE
Futures Europe Rules is added. Other conforming changes to defined
terms (based on prior amendments to the Rules) are also made, including
to the use of the terms ``Buying Counterparty,'' ``Selling
Counterparty'' and ``Clearing Counterparty''. The ``Waiver'' and
``Entire Agreement'' provisions in new paragraphs 3(o) and (p) were
inadvertently deleted in a prior amendment \10\ and are reinstated in
relevant part.
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\10\ Exchange Act Rel. No. 34-72582 (July 10, 2014), 79 FR 41320
(July 15, 2014) (SR-ICEEU-2014-11).
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In the Complaint Resolution Procedures, a reference to Financials &
Softs Clearing Members is added in paragraph 1.5. In paragraph 1.31 of
the FX Procedures, a conforming change is made to reflect a change in
defined terms under the Rules.
2. Statutory Basis
ICE Clear Europe believes that the proposed rule changes are
consistent with the requirements of Section 17A of the Act \11\ and the
regulations thereunder applicable to it, including the standards under
Rule 17Ad-22.\12\ The amendments will accommodate the transition of
trading of certain cleared Financials & Softs contracts from trading on
LIFFE to trading on ICE Futures Europe, while maintaining clearing at
ICE Clear Europe. The existing clearing arrangements and related
financial safeguards, protections, risk management procedures,
settlement procedures, clearing membership standards and default
management procedures for such contracts at ICE Clear Europe will
continue to apply, as discussed herein. ICE Clear Europe does not
propose to change any rules in a manner that conflicts with the terms
of the ICEU Exemptive Order and will continue to satisfy the conditions
of such order. Furthermore, despite the change in trading venue from
LIFFE to ICE Futures Europe and the proposed rule changes, the controls
put into place by ICE Clear Europe pursuant to the ICEU Exemptive Order
to prevent U.S. persons from clearing transactions in U.S. securities
and to comply with the other conditions in the order will remain in
place and continue to be satisfied. As a result, the transition, and
the related amendments to the ICE Clear Europe rules and procedures,
are consistent with the prompt and accurate clearance of and settlement
of securities transactions and derivative agreements, contracts and
transactions cleared by ICE Clear Europe, the safeguarding of
securities and funds in the custody or control of ICE Clear Europe and
the protection of investors and the public interest, within the meaning
of Section 17A(b)(3)(F) of the Act.\13\
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\11\ 15 U.S.C. 78q-1.
\12\ 17 CFR 240.17Ad-22.
\13\ 15 U.S.C. 78q-1(b)(3)(F).
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B. Self-Regulatory Organization's Statement on Burden on Competition
ICE Clear Europe does not believe the proposed rule and procedure
changes would have any impact, or impose any burden, on competition not
necessary or appropriate in furtherance of the purposes of the Act. As
discussed above, the amendments are intended to accommodate the
transitioning of trading for the relevant contracts from LIFFE to ICE
Futures Europe, and the clearing arrangements for those contracts are
not expected to change in any material respect. In particular, the
contract terms and clearing membership standards will not change in any
material respect, and the availability of clearing and the costs and
requirements for clearing of the contracts are not expected to change
in any material respect as a result of the transition. The rule changes
should therefore not affect access to clearing in these products by
clearing members or their customers. Accordingly, ICE Clear Europe does
not believe that the proposed rule changes will impose any burden on
competition among clearing members or their customers not appropriate
in furtherance of the purposes of the Act.
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 changes to the rules have
not been solicited or received. ICE Clear Europe will notify the
Commission of any written comments received by ICE Clear Europe.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective upon filing pursuant
to Section 19(b)(3)(A) \14\ of the Act and Rule 19b-4(f)(4)(i) \15\
thereunder because it effects a change in an existing service of a
registered clearing agency that does not adversely affect the
safeguarding of securities or funds in the custody or control of the
clearing agency or for which it is responsible and does not
significantly affect the respective rights or obligations of the
clearing agency or
[[Page 62691]]
persons using the service, within the meaning of Rule 19b-4(f)(4)(i).
As discussed above, ICE Clear Europe is currently the clearing
organization for the transitioning LIFFE contracts, and will continue
to clear such contracts following the transition of trading to ICE
Futures Europe. The contract terms of the transitioning contracts are
not changing in any material respect, and ICE Clear Europe will
continue to use substantially the same risk management, margin,
guaranty fund, settlement and other policies and procedures following
the transition as are currently used with respect to such contracts.
The amendments to the Rules and Procedures discussed herein generally
consist of conforming changes to defined terms and related transitional
provisions that will accommodate the transition of trading activity. In
ICE Clear Europe's view, these changes will thus not significantly
affect the safeguarding of funds or securities in the custody or
control of ICE Clear Europe, or otherwise significantly affect the
rights or obligations of the Clearing House and its Clearing Members.
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.
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4(f)(i).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml) or send an email to rule-comments@sec.gov.
Please include File Number SR-ICEEU-2014-17 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-ICEEU-2014-17. 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 will also be available
for inspection and copying at the principal office of ICE Clear Europe
and on ICE Clear Europe's Web site at https://www.theice.com/notices/Notices.shtml?regulatoryFilings.
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-ICEEU-2014-17
and should be submitted on or before November 10, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-24777 Filed 10-17-14; 8:45 am]
BILLING CODE 8011-01-P