Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Rule 11.16 of BATS Exchange, Inc., 63011-63015 [2014-24943]
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Federal Register / Vol. 79, No. 203 / Tuesday, October 21, 2014 / Notices
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
as discussed above, the Exchange
believes that any increase in quote
traffic that might be sent to OPRA as a
result of the proposed rule change
should not impact any other exchange’s
capacity at OPRA.18
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date if it finds such
longer period to be appropriate and
publishes its reasons for so finding or
(ii) as to which the self-regulatory
organization consents, the Commission
will:
(A) By order approve or disapprove
the 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:
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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–
NYSEMKT–2014–86 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–NYSEMKT–2014–86. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEMKT–2014–86, and should be
submitted on or before November 12,
2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–24953 Filed 10–20–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73356; File No. SR–BATS–
2014–045]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend Rule 11.16 of
BATS Exchange, Inc.
October 15, 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
7, 2014, BATS Exchange, Inc. (the
‘‘Exchange’’ or ‘‘BATS’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
19 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
18 See
supra. n. 12.
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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 filed a proposed rule
change to amend paragraph (f) of Rule
11.16 to provide Members 3 with
additional time within which to submit
a written claim for compensation for
‘‘losses resulting directly from the
malfunction of the Exchange’s physical
equipment, devices and/or
programming or the negligent acts or
omissions of its employees’’ (‘‘Exchange
Systems Issues’’). In addition, the
Exchange proposes to add a new
paragraph (g) to Rule 11.16 to permit the
Exchange, subject to certain conditions
and limitations, to compensate Members
for certain losses incurred in connection
with orders or portions of orders routed
by the Exchange through its affiliated
routing broker-dealer, BATS Trading,
Inc. (‘‘BATS Trading’’), to Trading
Centers 4 where such losses are claimed
by the Member to have resulted directly
from a malfunction of the physical
equipment, devices and/or
programming, or the negligent acts or
omissions of the employees, of such
Trading Centers (‘‘Trading Center
Systems Issue’’).
The proposed rule change is
substantially similar to the existing
functionality on EDGX Exchange, Inc.
(‘‘EDGX’’) and EDGA Exchange, Inc.
(‘‘EDGA’’).5 The Exchange has
3 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer that has been admitted
to membership in the Exchange. A Member will
have the status of a ‘‘member’’ of the Exchange as
that term is defined in Section 3(a)(3) of the Act.
Membership may be granted to a sole proprietor,
partnership, corporation, limited liability company
or other organization which is a registered broker
or dealer pursuant to Section 15 of the Act, and
which has been approved by the Exchange.’’ See
Exchange Rule 1.5(n).
4 Rule 600(b)(78) of Regulation NMS, 17 CFR
242.600(b)(78), defines a ‘‘Trading Center’’ as ‘‘a
national securities exchange or national securities
association that operates an SRO trading facility, an
alternative trading system, an exchange market
maker, an OTC market maker, or any other broker
or dealer that executes orders internally by trading
as principal or crossing orders as agent.’’ See also
Exchange Rule 2.11(a).
5 See EDGA Rules 11.12(d)(3) and (e); EDGX
Rules 11.12(d)(3) and (e). See also Securities
Exchange Act Release Nos. 71061 (December 12,
2013), 78 FR 76685 (December 18, 2013) (SR–
EDGA–2013–36) (Notice of Filing and Immediate
Effectiveness of Proposed Rule Change To Amend
EDGX Rule 11.12, Limitations of Liability); and
71062 (December 12, 2013), 78 FR 76693 (December
18, 2013) (SR–EDGX–2013–45) (Notice of Filing and
Immediate Effectiveness of Proposed Rule Change
To Amend EDGX Rule 11.12, Limitations of
Liability). The Exchange notes that proposed Rule
11.16(g)(4) refers [sic] the liability limits under
BATS Rule 11.16(d)(1)–(3), which differ from the
Continued
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designated the proposed rule change as
non-controversial and provided the
Commission with the notice required by
Rule 19b–4(f)(6)(iii) under the Act.6
The text of the proposed rule change
is available at the Exchange’s Web site
at https://www.batstrading.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
Exchanges’’).7 In the context of the
Merger, the BGM Affiliated Exchanges
are working to align certain rules,
retaining only intended differences
between the BGM Affiliated Exchanges.
Thus, the proposal set forth below is
intended to align the requirements for
Member reimbursements with that of
EDGX and EDGA in order to provide
consistent requirement for users of the
BGM Affiliated Exchanges.8
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
Extension of Deadline To Submit Claims
Rule 11.16 currently states that,
except as provided in subsection (d) of
the Rule, the Exchange and its affiliates
shall not be liable for any losses,
damages, or other claims arising out of
the Exchange or its use. Exchange Rule
11.16(d) provides a limited exception to
its general limitation of liability that
allows for the payment of compensation
to Members for Exchange Systems
Issues, subject to certain conditions.
Subsection (d)(1) thru (3) of Rule 11.16
sets forth the aggregate limits of all
claims made by market participants
related to the use of the Exchange.
Currently, Rule 11.16(f) requires
Members to submit claims for
compensation to the Exchange by the
opening of trading on the business day
following the day on which the
Member’s use of the Exchange gave rise
to the claim. To be consistent with
EDGX and EDGA, the Exchange
proposes to extend the deadline to
submit a claim to no later than 4:00 p.m.
Eastern Time, or 1:00 p.m. in the event
of an early market close,9 on the second
business day following the day on
which the Member’s use of the
Exchange gave rise to the claim. The
Exchange believes that such expansion
of time is reasonable given that
Members often do not have all the
necessary information to substantiate all
facts bearing on the accuracy and
completeness of a claim within the
required current timeframe under Rule
11.16(f). The expansion of time to
submit compensation claims should,
therefore, increase the likelihood that
Members will be able to submit claims
to the Exchange in a timely manner. In
addition, the proposed extended
deadline is identical to that contained in
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 parts of such
statements.
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
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1. Purpose
The Exchange proposes to amend
Rule 11.16 to: (i) Amend paragraph (f)
to provide Members with additional
time within which to submit a written
claim for compensation for Exchange
Systems Issues; and (ii) add a new
paragraph (g) permitting the Exchange,
subject to certain conditions and
limitations, to compensate Members for
certain losses incurred in connection
with orders or portions of orders routed
by the Exchange through BATS Trading
to Trading Centers where such losses
are claimed by the Member to have
resulted directly from a Trading Center
Systems Issue.
Earlier this year, the Exchange and its
affiliate BATS Y-Exchange, Inc. (‘‘BYX’’)
received approval to effect a merger (the
‘‘Merger’’) of the Exchange’s parent
company, BATS Global Markets, Inc.,
with Direct Edge Holdings LLC, the
indirect parent of EDGX and EDGA
(together with BATS, BYX, EDGA and
EDGX, the ‘‘BGM Affiliated
existing EDGA and EDGX monthly liability limit of
$500,00 referenced under EDGA and EDGX Rules
11.12(e)(4) and set forth under EDGA and EDGX
Rules 11.12(d)(1). The Exchange understands that
both EDGA and EDGX intend to submit a proposed
rule change to harmonize its liability limits with
those of BATS and BYX.
6 17 CFR 240.19b–4(f)(6)(iii).
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7 See Securities Exchange Act Release No. 71375
(January 23, 2014), 79 FR 4771 (January 29, 2014)
(SR–BATS–2013–059; SR–BYX–2013–039).
8 The Exchange understands that BYX is to file a
proposed rule change with the Commission to
adopt similar requirements.
9 Regular trading hours for days when the markets
close early are typically 9:30 a.m. to 1:00 p.m.
Eastern Time on the day after Thanksgiving and on
Christmas Eve, unless Christmas Eve happens to fall
on a weekend. See, e.g., BATS Exchange Trading
Hours available at https://batstrading.com/support/
hours/.
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EDGX Rule 11.12(d)(3) and EDGA Rule
11.12(d)(3).10
Reimbursement for Losses Sustained at
Trading Centers
The Exchange also proposes to amend
Exchange Rule 11.16 to add a new
paragraph (g) that would authorize the
Exchange, subject to express conditions
and limitations, to compensate Members
for losses relating to orders routed by
the Exchange through BATS Trading to
Trading Centers that the Member claims
resulted directly from a Trading Center
Systems Issue. Proposed Rule 11.16(g) is
substantially similar to EDGX Rule
11.12(e) and EDGA Rule 11.12(e).11
The Exchange believes that the
proposed rule change will provide a
remedy, not currently available under
Rule 11.16, to Members that experience
losses due to Trading Center Systems
Issues after BATS Trading routed the
Members’ orders to a Trading Center
that experienced such issues. The
Exchange’s authority to compensate
Members for losses under Rule 11.16(d)
only covers losses incurred as a result
of Exchange Systems Issues, and does
not currently extend to Trading Center
Systems Issues. Even if the Exchange,
via BATS Trading, were to seek and
receive compensation on behalf of a
Member from a Trading Center relating
to a Trading Center Systems Issue, it
does not currently have the authority to,
in turn, pass such compensation along
to the affected Member. The Exchange,
therefore, proposes to add a new
paragraph (g) to Rule 11.16 as an
accommodation to Members, whereby
the Exchange, via BATS Trading, would
employ reasonable efforts to submit
Members’ claims for compensation on
such Members’ behalf to a Trading
Center, and pass along to such Members
the full amount of compensation, if any,
obtained by BATS Trading from such
Trading Center.12
Under proposed Rule 11.16(g), the
Exchange would undertake to accept
claims for losses submitted by Members,
which claims must contain
representations from such Members as
to the accuracy of the information
contained therein and that any losses
incurred were the direct result of a
Trading Center Systems Issue.13 The
10 See
supra note 5.
supra note 5.
12 BATS Trading is considered a facility of the
Exchange, and, therefore, claims for compensation
due to an Exchange Systems Issue experienced by
BATS Trading must be submitted in accordance
with Exchange Rule 11.16(d).
13 Members receive reports from the Exchange
shortly after a trade is consummated indicating
whether their order, or a portion thereof, was
executed at a Trading Center. The report will
11 See
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Exchange would employ reasonable
efforts to submit such claims, via BATS
Trading, to the Trading Center in
question. If and to the extent that BATS
Trading were to receive compensation
from a Trading Center in response to a
claim submitted on behalf of a Member,
the full amount of such compensation
would be passed through to the
Member.
Proposed Rule 11.16(g)(1) would
require that a Member seeking
compensation for a loss due to a Trading
Center Systems Issue must submit its
claim to the Exchange in writing. The
proposed rule would not include a
specific deadline by which Members
must submit claims for compensation.
The Exchange notes that Trading
Centers that are national securities
exchanges impose different deadlines by
which their Members must submit
claims for compensation,14 and that
many Trading Centers that are not
national securities exchanges either do
not impose any deadline or otherwise
handle requests for compensation on a
case-by-case basis. It is, therefore,
incumbent on, and the sole
responsibility of, the Member to submit
claims to the Exchange in a timely
manner so that the Exchange may then
forward such claim, via BATS Trading,
in advance of any deadline required by
that Trading Center. Upon receipt of a
Member’s claim, the Exchange would
only verify that a valid order was
submitted by the Member and accepted
and acknowledged by the Exchange,
that the Member’s order or a portion of
the order was routed by the Exchange
via BATS Trading to a Trading Center,
and that the Member represented that it
incurred a loss as a result of a Trading
Center Systems Issue. The Exchange
would then use reasonable efforts to
forward the claim, via BATS Trading, to
such Trading Center.
Proposed Rule 11.16(g)(2) would state
that the Exchange would pass along to
the Member the full amount of any
compensation that the Exchange, via
BATS Trading, received from a Trading
Center as a result of a claim submitted
on behalf of the Member. Any
compensation paid to the Member
would be paid solely from the
compensation, if any, recovered from
indicate the size and price of the execution on the
Trading Center.
14 See Nasdaq Stock Market LLC Rule 4626
(requiring claims for compensation to be submitted
by 12:00 p.m. Eastern Time on T+1). See also NYSE
Arca, Inc. Options Rule 14.2, NYSE MKT LLC Rule
905NY, Chicago Board Options Exchange,
Incorporated Rule 6.7 (requiring claims for
compensation to be submitted by the open of
regular trading hours on T+1).
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that Trading Center and not from any
other source.
Proposed Rule 11.16(g)(3) would
account for the circumstance where
more than one Member submitted a
claim for loss resulting from the same
Trading Center Systems Issue and the
total amount of compensation received
from the Trading Center is insufficient
to fully satisfy the claims of all such
Members. In such case, the Exchange
would proportionally allocate the total
amount received from the Trading
Center, if any, among all such Members’
claims based on the proportion that
each such claim bears to the sum of all
such claims. The Exchange believes that
this provision will provide for equitable
compensation among all Members that
submit a valid claim related to a Trading
Center Systems Issue by ensuring that
Members are compensated on a pro rata
basis.
The payment of claims submitted in
response to an Exchange Systems Issue
would be separate and apart from any
pass-through of compensation paid due
to a Trading Center Systems Issue.
Proposed Rule 11.16(g)(4) would state
that any pass-through of compensation
to a Member in accordance with Rule
11.16(g) would be unrelated to any other
claims for compensation that are made
due to an Exchange Systems Issues
under Exchange Rule 11.16(d).
Accordingly, proposed Rule 11.16(g)(4)
would state that any compensation paid
to Members from reimbursement
recovered from a Trading Center would
not count against the Exchange’s
liability limits set forth in Rule 11.16(d),
nor any applicable insurance
maintained by the Exchange.
Notwithstanding the foregoing, the
Exchange is not proposing to undertake
or assume any responsibility to: (1)
Independently validate information
submitted by a Member in connection
with a claim for compensation for loss
arising out of a Trading Center Systems
Issue, other than the ticker, size and
side of the affected orders and the
Trading Center to which the affected
orders were routed and alleged to have
experienced a Trading Center Systems
Issue; (2) ascertain or comply with any
mandatory deadlines within which to
submit claims for compensation to a
Trading Center; (3) guarantee that any
compensation will be procured from a
Trading Center; (4) negotiate agreements
with any Trading Centers to require
compensation under any circumstances;
or (5) take any additional steps with
respect to a Trading Center Systems
Issue if such Trading Center denies or
fails to respond to any claim for
compensation, in whole or in part. In
other words, the Exchange will, upon
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receipt of a claim for compensation from
a Member for loss resulting from a
Trading Center Systems Issue,
reasonably endeavor to submit such
claim, via BATS Trading, to the
applicable Trading Center as soon as
reasonably practicable, and if BATS
Trading in turns receives an
accommodation from such Trading
Center, such accommodation will be
passed along to the Member via the
Exchange. Neither the Exchange nor
BATS Trading will be under any
obligation to know any Trading Center’s
rules, procedures and/or customs, to the
extent any exist, for the submission of
claims for compensation, nor to dispute
a Trading Center’s denial of a claim,
whether in whole or in part, nor to take
any further actions with respect to such
claim in the event that the Trading
Center does not respond at all to the
claim. Accordingly, with this proposed
rule change, the Exchange is not
assuming any additional liability to
Members for losses claimed to have
resulted from Trading Center Systems
Issues; rather, it proposes to serve a
purely ministerial role, given the
contractual privity that exists between
BATS Trading and Trading Centers, in
the submission of Members’ claims for
compensation to such Trading Centers
on their behalf. To that end, proposed
Rule 11.16(g)(5) would make clear that
under no circumstances will the
Exchanges’ inability to procure
compensation from a Trading Center, in
whole or in part, for whatever reason,
give rise to a claim for compensation
from the Exchange pursuant to
paragraph (d) of Rule 11.16 as a
‘‘negligent act or omission of an
Exchange employee.’’ Proposed Rule
11.16(g)(5) would further state that the
Exchange would not be liable should
the Trading Center deny such claim
made pursuant to proposed Rule
11.16(g), in whole or in part, for any
reason.
The Exchange believes that the
provisions outlined in the above
paragraph are equitable because any
claim submitted under the proposed
Rule 11.16(g) would be subject to the
rules, procedures, and discretion of the
Trading Center in question. It is the
Trading Center, and not the Exchange or
BATS Trading, that ultimately decides
whether to approve or deny a Member’s
claim, or even whether to act on such
request at all. For example, the
Exchange has no discretion over or
responsibility for the information
provided by the Member in its claim,
and no discretion over or responsibility
for whether such information is
sufficient for the Trading Center to
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provide compensation. In addition, any
claim submitted under the proposal
would be subject to compensation only
to the extent that the Trading Center
provided such compensation to BATS
Trading. Accordingly, because it is the
Trading Center, and not the Exchange or
BATS Trading, that ultimately decides
whether a claim for compensation
would be granted, the Exchange believes
the proposal is fair and just in limiting
the Exchange’s liability in the event a
Trading Center determines, for any
reason, to deny a claim, in whole or in
part, or even not to respond to such
claim.
Implementation Date
The Exchange intends to implement
the proposed rule changes as soon as
practicable and will announce its
availability via a trading notice to be
posted on the Exchange’s Web site.
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2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act 15 and furthers
the objectives of Section 6(b)(5) of the
Act,16 in that it is designed promote just
and equitable principles of trade,
remove impediments to, and perfect the
mechanism of, a free and open market
and a national market system, and, in
general, protect investors and the public
interest. In addition, the Exchange
believes that the proposed rule change
is not designed to permit unfair
discrimination between customers,
issuers, brokers or dealers. The
proposed rule change is substantially
similar to the existing rules of EDGX
and EDGA.17 The proposed rule change
is intended to add certain requirements
for Member reimbursements currently
offered by EDGA and EDGX in order to
provide a consistent rules across the
BGM Affiliated Exchanges. Consistent
rules, in turn, will simplify the
regulatory requirements for Members of
the Exchange that are also participants
on EDGA and EDGX. The proposed rule
change would provide greater
harmonization between Exchange and
EDGX and EDGA rules of similar
purpose, resulting in greater uniformity
and less burdensome and more efficient
regulatory compliance. As such, the
proposed rule change would foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities and would
remove impediments to and perfect the
15 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
17 See supra note 7.
mechanism of a free and open market
and a national market system.
Extension of Deadline To Submit Claims
Extending the deadline by which
claims for compensation are submitted
to the Exchange is designed to increase
the likelihood that Members will be able
to submit claims in a timely manner.
The Exchange believes that such
expansion of time is reasonable given
that Members often do not have all the
necessary information to substantiate all
facts bearing on the accuracy and
completeness of a claim within the
required current timeframe under Rule
11.16(f). Therefore, the Exchange
believes the proposed rule change is
equitable and will promote fairness in
the market place by providing Members
increased time to submit claims that
result from an Exchange Systems Issue.
Reimbursement for Losses Sustained at
Other Trading Centers
Like EDGX Rule 11.12(e) and EDGA
Rule 11.12(e),18 proposed Rule 11.16(g)
would enable the Exchange to pass
through to Members any compensation
that the Exchange is able to procure, via
BATS Trading, from a Trading Center
for losses claimed by Members to have
resulted from a Trading Center Systems
Issue. The proposal specifies a
standardized method for Members to
submit claims for compensation from a
Trading Center, and for the Exchange to
pass through to its Members any such
compensation obtained, if and to the
extent the Exchange, via BATS Trading,
is able to obtain such compensation
from the Trading Center. Furthermore,
any compensation obtained by the
Exchange from a Trading Center would
be passed on to the Member who
requested such reimbursement. If the
amount received by the Exchange from
the Trading Center was insufficient to
satisfy all claims, it would be allocated
among the claimants proportionally
based on the percentage that each
claimant’s claim in relation to the sum
of all claims received by the Exchange.
In addition, the proposed pro-rata
allocation methodology that the
Exchange would employ would provide
for equitable compensation among all
Members who submit a claim related to
a Trading Center Systems Issue and
deter the risk of preferential treatment of
certain Members by the Exchange.
Therefore, the Exchange believes that
the proposed rule change would protect
investors and the public interest by
potentially providing Members with a
remedy not currently available to them
to recover for losses incurred as a result
16 15
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18 See
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supra note 5.
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of Trading Center Systems Issues, which
generally arise from factors unrelated to
their trading activities.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change would not
impose any burden on competition. The
proposed rule change is designed to
promote fairness in the marketplace by
increasing the time within which a
Member is to submit claims for
Exchange System Issues and to be
compensated for losses that result from
Trading Center Systems Issues. The
Exchange believes that the proposed
rule changes will not burden
intramarket competition because all
Members would be subject to the same
deadline to submit a claim for Exchange
Systems Issues and be able to submit
claims for reimbursement for certain
losses incurred due to Trading Center
System Issues. The proposed rule
change is not designed to address any
competitive issues but rather is
designed to provide greater
harmonization among Exchange and
EDGA and EDGX rules of similar
purpose, resulting in less burdensome
and more efficient regulatory
compliance for common members of the
BGM Affiliated Exchanges.
(C) Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has neither solicited
nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing 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 for 30 days after the date of
the filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to 19(b)(3)(A)
of the Act 19 and Rule 19b–4(f)(6) 20
thereunder.
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
19 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
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 satisfied this
requirement.
20 17
E:\FR\FM\21OCN1.SGM
21OCN1
Federal Register / Vol. 79, No. 203 / Tuesday, October 21, 2014 / Notices
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
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–
BATS–2014–045 on the subject line.
mstockstill on DSK4VPTVN1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–BATS–2014–045. 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–BATS–
18:05 Oct 20, 2014
Jkt 235001
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–24943 Filed 10–20–14; 8:45 am]
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:
VerDate Sep<11>2014
2014–045 and should be submitted on
or before November 12, 2014.
SUSQUEHANNA RIVER BASIN
COMMISSION
Projects Approved for Consumptive
Uses of Water
Susquehanna River Basin
Commission.
ACTION: Notice.
AGENCY:
This notice lists the projects
approved by rule by the Susquehanna
River Basin Commission during the
period set forth in DATES.
DATES: August 1–September 30, 2014.
ADDRESSES: Susquehanna River Basin
Commission, 4423 North Front Street,
Harrisburg, PA 17110–1788.
FOR FURTHER INFORMATION CONTACT:
Jason E. Oyler, Regulatory Counsel,
telephone: (717) 238–0423, ext. 1312;
fax: (717) 238–2436; email: joyler@
srbc.net. Regular mail inquiries may be
sent to the above address.
SUPPLEMENTARY INFORMATION: This
notice lists the projects, described
below, receiving approval for the
consumptive use of water pursuant to
the Commission’s approval by rule
process set forth in 18 CFR § 806.22(f)
for the time period specified above:
Approvals By Rule Issued Under 18
CFR § 806.22(f):
1. WPX Energy Appalachia, LLC, Pad
ID: Knosky Pad Site, ABR–20090915.R1,
Rush Township, Susquehanna County,
Pa.; Consumptive Use of Up to 3.999
mgd; Approval Date: August 4, 2014.
2. Citrus Energy Corporation, Pad ID:
Procter & Gamble Mehoopany Plant 2
1H, ABR–20091104.R1, Washington
Township, Wyoming County, Pa.;
Consumptive Use of Up to 5.000 mgd;
Approval Date: August 4, 2014.
3. SWEPI LP, Pad ID: Courtney 129
1H–2H, ABR–20090729.R1, Richmond
Township, Tioga County, Pa.;
Consumptive Use of Up to 4.000 mgd;
Approval Date: August 4, 2014.
4. SWEPI LP, Pad ID: 212 1H, ABR–
20090727.R1, Charleston Township,
Tioga County, Pa.; Consumptive Use of
Up to 4.000 mgd; Approval Date: August
4, 2014.
5. SWEPI LP, Pad ID: 235A 1H, ABR–
20090728.R1, Sullivan Township, Tioga
SUMMARY:
21 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00076
Fmt 4703
Sfmt 4703
63015
County, Pa.; Consumptive Use of Up to
4.000 mgd; Approval Date: August 4,
2014.
6. SWEPI LP, Pad ID: Courtney H
255–1H, ABR–20090730.R1, Richmond
Township, Tioga County, Pa.;
Consumptive Use of Up to 4.000 mgd;
Approval Date: August 4, 2014.
7. SWEPI LP, Pad ID: Neal 134D,
ABR–20090731.R1, Richmond
Township, Tioga County, Pa.;
Consumptive Use of Up to 4.000 mgd;
Approval Date: August 4, 2014.
8. SWEPI LP, Pad ID: Kipferl 261–1H,
ABR–20090732.R1, Jackson Township,
Tioga County, Pa.; Consumptive Use of
Up to 4.000 mgd; Approval Date: August
4, 2014.
9. Talisman Energy USA Inc., Pad ID:
DCNR 587 02 018, ABR–20100219.R1,
Ward Township, Tioga County, Pa.;
Consumptive Use of Up to 6.000 mgd;
Approval Date: August 4, 2014.
10. Talisman Energy USA Inc., Pad
ID: DCNR 587 02 008, ABR–
20100220.R1, Ward Township, Tioga
County, Pa.; Consumptive Use of Up to
6.000 mgd; Approval Date: August 4,
2014.
11. Talisman Energy USA Inc., Pad
ID: Putnam 01 077, ABR–20100212.R1,
Armenia Township, Bradford County,
Pa.; Consumptive Use of Up to 6.000
mgd; Approval Date: August 6, 2014.
12. Talisman Energy USA Inc., Pad
ID: Lutz 01 015, ABR–20100213.R1,
Troy Township, Bradford County, Pa.;
Consumptive Use of Up to 6.000 mgd;
Approval Date: August 6, 2014.
13. Talisman Energy USA Inc., Pad
ID: Longnecker 03 008, ABR–
20100223.R1, Columbia Township,
Bradford County, Pa.; Consumptive Use
of Up to 6.000 mgd; Approval Date:
August 6, 2014.
14. Talisman Energy USA Inc., Pad
ID: Harvest Holdings 01 036, ABR–
20100225.R1, Canton Township,
Bradford County, Pa.; Consumptive Use
of Up to 6.000 mgd; Approval Date:
August 6, 2014.
15. Talisman Energy USA Inc., Pad
ID: Barrett 03 009, ABR–20100230.R1,
Columbia Township, Bradford County,
Pa.; Consumptive Use of Up to 6.000
mgd; Approval Date: August 6, 2014.
16. Talisman Energy USA Inc., Pad
ID: Boor 03 015, ABR–20100232.R1,
Columbia Township, Bradford County,
Pa.; Consumptive Use of Up to 6.000
mgd; Approval Date: August 6, 2014.
17. Talisman Energy USA Inc., Pad
ID: Putnam 01 076, ABR–20100233.R1,
Armenia Township, Bradford County,
Pa.; Consumptive Use of Up to 6.000
mgd; Approval Date: August 6, 2014.
18. Chesapeake Appalachia, LLC, Pad
ID: Hunter, ABR–201408001,
Meshoppen Township, Wyoming
E:\FR\FM\21OCN1.SGM
21OCN1
Agencies
[Federal Register Volume 79, Number 203 (Tuesday, October 21, 2014)]
[Notices]
[Pages 63011-63015]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-24943]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73356; File No. SR-BATS-2014-045]
Self-Regulatory Organizations; BATS Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change To Amend
Rule 11.16 of BATS Exchange, Inc.
October 15, 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 7, 2014, BATS Exchange, Inc. (the ``Exchange'' or
``BATS'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II 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 filed a proposed rule change to amend paragraph (f) of
Rule 11.16 to provide Members \3\ with additional time within which to
submit a written claim for compensation for ``losses resulting directly
from the malfunction of the Exchange's physical equipment, devices and/
or programming or the negligent acts or omissions of its employees''
(``Exchange Systems Issues''). In addition, the Exchange proposes to
add a new paragraph (g) to Rule 11.16 to permit the Exchange, subject
to certain conditions and limitations, to compensate Members for
certain losses incurred in connection with orders or portions of orders
routed by the Exchange through its affiliated routing broker-dealer,
BATS Trading, Inc. (``BATS Trading''), to Trading Centers \4\ where
such losses are claimed by the Member to have resulted directly from a
malfunction of the physical equipment, devices and/or programming, or
the negligent acts or omissions of the employees, of such Trading
Centers (``Trading Center Systems Issue'').
---------------------------------------------------------------------------
\3\ The term ``Member'' is defined as ``any registered broker or
dealer that has been admitted to membership in the Exchange. A
Member will have the status of a ``member'' of the Exchange as that
term is defined in Section 3(a)(3) of the Act. Membership may be
granted to a sole proprietor, partnership, corporation, limited
liability company or other organization which is a registered broker
or dealer pursuant to Section 15 of the Act, and which has been
approved by the Exchange.'' See Exchange Rule 1.5(n).
\4\ Rule 600(b)(78) of Regulation NMS, 17 CFR 242.600(b)(78),
defines a ``Trading Center'' as ``a national securities exchange or
national securities association that operates an SRO trading
facility, an alternative trading system, an exchange market maker,
an OTC market maker, or any other broker or dealer that executes
orders internally by trading as principal or crossing orders as
agent.'' See also Exchange Rule 2.11(a).
---------------------------------------------------------------------------
The proposed rule change is substantially similar to the existing
functionality on EDGX Exchange, Inc. (``EDGX'') and EDGA Exchange, Inc.
(``EDGA'').\5\ The Exchange has
[[Page 63012]]
designated the proposed rule change as non-controversial and provided
the Commission with the notice required by Rule 19b-4(f)(6)(iii) under
the Act.\6\
---------------------------------------------------------------------------
\5\ See EDGA Rules 11.12(d)(3) and (e); EDGX Rules 11.12(d)(3)
and (e). See also Securities Exchange Act Release Nos. 71061
(December 12, 2013), 78 FR 76685 (December 18, 2013) (SR-EDGA-2013-
36) (Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Amend EDGX Rule 11.12, Limitations of Liability); and
71062 (December 12, 2013), 78 FR 76693 (December 18, 2013) (SR-EDGX-
2013-45) (Notice of Filing and Immediate Effectiveness of Proposed
Rule Change To Amend EDGX Rule 11.12, Limitations of Liability). The
Exchange notes that proposed Rule 11.16(g)(4) refers [sic] the
liability limits under BATS Rule 11.16(d)(1)-(3), which differ from
the existing EDGA and EDGX monthly liability limit of $500,00
referenced under EDGA and EDGX Rules 11.12(e)(4) and set forth under
EDGA and EDGX Rules 11.12(d)(1). The Exchange understands that both
EDGA and EDGX intend to submit a proposed rule change to harmonize
its liability limits with those of BATS and BYX.
\6\ 17 CFR 240.19b-4(f)(6)(iii).
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
Web site at https://www.batstrading.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 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 parts 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 proposes to amend Rule 11.16 to: (i) Amend paragraph
(f) to provide Members with additional time within which to submit a
written claim for compensation for Exchange Systems Issues; and (ii)
add a new paragraph (g) permitting the Exchange, subject to certain
conditions and limitations, to compensate Members for certain losses
incurred in connection with orders or portions of orders routed by the
Exchange through BATS Trading to Trading Centers where such losses are
claimed by the Member to have resulted directly from a Trading Center
Systems Issue.
Earlier this year, the Exchange and its affiliate BATS Y-Exchange,
Inc. (``BYX'') received approval to effect a merger (the ``Merger'') of
the Exchange's parent company, BATS Global Markets, Inc., with Direct
Edge Holdings LLC, the indirect parent of EDGX and EDGA (together with
BATS, BYX, EDGA and EDGX, the ``BGM Affiliated Exchanges'').\7\ In the
context of the Merger, the BGM Affiliated Exchanges are working to
align certain rules, retaining only intended differences between the
BGM Affiliated Exchanges. Thus, the proposal set forth below is
intended to align the requirements for Member reimbursements with that
of EDGX and EDGA in order to provide consistent requirement for users
of the BGM Affiliated Exchanges.\8\
---------------------------------------------------------------------------
\7\ See Securities Exchange Act Release No. 71375 (January 23,
2014), 79 FR 4771 (January 29, 2014) (SR-BATS-2013-059; SR-BYX-2013-
039).
\8\ The Exchange understands that BYX is to file a proposed rule
change with the Commission to adopt similar requirements.
---------------------------------------------------------------------------
Extension of Deadline To Submit Claims
Rule 11.16 currently states that, except as provided in subsection
(d) of the Rule, the Exchange and its affiliates shall not be liable
for any losses, damages, or other claims arising out of the Exchange or
its use. Exchange Rule 11.16(d) provides a limited exception to its
general limitation of liability that allows for the payment of
compensation to Members for Exchange Systems Issues, subject to certain
conditions. Subsection (d)(1) thru (3) of Rule 11.16 sets forth the
aggregate limits of all claims made by market participants related to
the use of the Exchange.
Currently, Rule 11.16(f) requires Members to submit claims for
compensation to the Exchange by the opening of trading on the business
day following the day on which the Member's use of the Exchange gave
rise to the claim. To be consistent with EDGX and EDGA, the Exchange
proposes to extend the deadline to submit a claim to no later than 4:00
p.m. Eastern Time, or 1:00 p.m. in the event of an early market
close,\9\ on the second business day following the day on which the
Member's use of the Exchange gave rise to the claim. The Exchange
believes that such expansion of time is reasonable given that Members
often do not have all the necessary information to substantiate all
facts bearing on the accuracy and completeness of a claim within the
required current timeframe under Rule 11.16(f). The expansion of time
to submit compensation claims should, therefore, increase the
likelihood that Members will be able to submit claims to the Exchange
in a timely manner. In addition, the proposed extended deadline is
identical to that contained in EDGX Rule 11.12(d)(3) and EDGA Rule
11.12(d)(3).\10\
---------------------------------------------------------------------------
\9\ Regular trading hours for days when the markets close early
are typically 9:30 a.m. to 1:00 p.m. Eastern Time on the day after
Thanksgiving and on Christmas Eve, unless Christmas Eve happens to
fall on a weekend. See, e.g., BATS Exchange Trading Hours available
at https://batstrading.com/support/hours/.
\10\ See supra note 5.
---------------------------------------------------------------------------
Reimbursement for Losses Sustained at Trading Centers
The Exchange also proposes to amend Exchange Rule 11.16 to add a
new paragraph (g) that would authorize the Exchange, subject to express
conditions and limitations, to compensate Members for losses relating
to orders routed by the Exchange through BATS Trading to Trading
Centers that the Member claims resulted directly from a Trading Center
Systems Issue. Proposed Rule 11.16(g) is substantially similar to EDGX
Rule 11.12(e) and EDGA Rule 11.12(e).\11\
---------------------------------------------------------------------------
\11\ See supra note 5.
---------------------------------------------------------------------------
The Exchange believes that the proposed rule change will provide a
remedy, not currently available under Rule 11.16, to Members that
experience losses due to Trading Center Systems Issues after BATS
Trading routed the Members' orders to a Trading Center that experienced
such issues. The Exchange's authority to compensate Members for losses
under Rule 11.16(d) only covers losses incurred as a result of Exchange
Systems Issues, and does not currently extend to Trading Center Systems
Issues. Even if the Exchange, via BATS Trading, were to seek and
receive compensation on behalf of a Member from a Trading Center
relating to a Trading Center Systems Issue, it does not currently have
the authority to, in turn, pass such compensation along to the affected
Member. The Exchange, therefore, proposes to add a new paragraph (g) to
Rule 11.16 as an accommodation to Members, whereby the Exchange, via
BATS Trading, would employ reasonable efforts to submit Members' claims
for compensation on such Members' behalf to a Trading Center, and pass
along to such Members the full amount of compensation, if any, obtained
by BATS Trading from such Trading Center.\12\
---------------------------------------------------------------------------
\12\ BATS Trading is considered a facility of the Exchange, and,
therefore, claims for compensation due to an Exchange Systems Issue
experienced by BATS Trading must be submitted in accordance with
Exchange Rule 11.16(d).
---------------------------------------------------------------------------
Under proposed Rule 11.16(g), the Exchange would undertake to
accept claims for losses submitted by Members, which claims must
contain representations from such Members as to the accuracy of the
information contained therein and that any losses incurred were the
direct result of a Trading Center Systems Issue.\13\ The
[[Page 63013]]
Exchange would employ reasonable efforts to submit such claims, via
BATS Trading, to the Trading Center in question. If and to the extent
that BATS Trading were to receive compensation from a Trading Center in
response to a claim submitted on behalf of a Member, the full amount of
such compensation would be passed through to the Member.
---------------------------------------------------------------------------
\13\ Members receive reports from the Exchange shortly after a
trade is consummated indicating whether their order, or a portion
thereof, was executed at a Trading Center. The report will indicate
the size and price of the execution on the Trading Center.
---------------------------------------------------------------------------
Proposed Rule 11.16(g)(1) would require that a Member seeking
compensation for a loss due to a Trading Center Systems Issue must
submit its claim to the Exchange in writing. The proposed rule would
not include a specific deadline by which Members must submit claims for
compensation. The Exchange notes that Trading Centers that are national
securities exchanges impose different deadlines by which their Members
must submit claims for compensation,\14\ and that many Trading Centers
that are not national securities exchanges either do not impose any
deadline or otherwise handle requests for compensation on a case-by-
case basis. It is, therefore, incumbent on, and the sole responsibility
of, the Member to submit claims to the Exchange in a timely manner so
that the Exchange may then forward such claim, via BATS Trading, in
advance of any deadline required by that Trading Center. Upon receipt
of a Member's claim, the Exchange would only verify that a valid order
was submitted by the Member and accepted and acknowledged by the
Exchange, that the Member's order or a portion of the order was routed
by the Exchange via BATS Trading to a Trading Center, and that the
Member represented that it incurred a loss as a result of a Trading
Center Systems Issue. The Exchange would then use reasonable efforts to
forward the claim, via BATS Trading, to such Trading Center.
---------------------------------------------------------------------------
\14\ See Nasdaq Stock Market LLC Rule 4626 (requiring claims for
compensation to be submitted by 12:00 p.m. Eastern Time on T+1). See
also NYSE Arca, Inc. Options Rule 14.2, NYSE MKT LLC Rule 905NY,
Chicago Board Options Exchange, Incorporated Rule 6.7 (requiring
claims for compensation to be submitted by the open of regular
trading hours on T+1).
---------------------------------------------------------------------------
Proposed Rule 11.16(g)(2) would state that the Exchange would pass
along to the Member the full amount of any compensation that the
Exchange, via BATS Trading, received from a Trading Center as a result
of a claim submitted on behalf of the Member. Any compensation paid to
the Member would be paid solely from the compensation, if any,
recovered from that Trading Center and not from any other source.
Proposed Rule 11.16(g)(3) would account for the circumstance where
more than one Member submitted a claim for loss resulting from the same
Trading Center Systems Issue and the total amount of compensation
received from the Trading Center is insufficient to fully satisfy the
claims of all such Members. In such case, the Exchange would
proportionally allocate the total amount received from the Trading
Center, if any, among all such Members' claims based on the proportion
that each such claim bears to the sum of all such claims. The Exchange
believes that this provision will provide for equitable compensation
among all Members that submit a valid claim related to a Trading Center
Systems Issue by ensuring that Members are compensated on a pro rata
basis.
The payment of claims submitted in response to an Exchange Systems
Issue would be separate and apart from any pass-through of compensation
paid due to a Trading Center Systems Issue. Proposed Rule 11.16(g)(4)
would state that any pass-through of compensation to a Member in
accordance with Rule 11.16(g) would be unrelated to any other claims
for compensation that are made due to an Exchange Systems Issues under
Exchange Rule 11.16(d). Accordingly, proposed Rule 11.16(g)(4) would
state that any compensation paid to Members from reimbursement
recovered from a Trading Center would not count against the Exchange's
liability limits set forth in Rule 11.16(d), nor any applicable
insurance maintained by the Exchange.
Notwithstanding the foregoing, the Exchange is not proposing to
undertake or assume any responsibility to: (1) Independently validate
information submitted by a Member in connection with a claim for
compensation for loss arising out of a Trading Center Systems Issue,
other than the ticker, size and side of the affected orders and the
Trading Center to which the affected orders were routed and alleged to
have experienced a Trading Center Systems Issue; (2) ascertain or
comply with any mandatory deadlines within which to submit claims for
compensation to a Trading Center; (3) guarantee that any compensation
will be procured from a Trading Center; (4) negotiate agreements with
any Trading Centers to require compensation under any circumstances; or
(5) take any additional steps with respect to a Trading Center Systems
Issue if such Trading Center denies or fails to respond to any claim
for compensation, in whole or in part. In other words, the Exchange
will, upon receipt of a claim for compensation from a Member for loss
resulting from a Trading Center Systems Issue, reasonably endeavor to
submit such claim, via BATS Trading, to the applicable Trading Center
as soon as reasonably practicable, and if BATS Trading in turns
receives an accommodation from such Trading Center, such accommodation
will be passed along to the Member via the Exchange. Neither the
Exchange nor BATS Trading will be under any obligation to know any
Trading Center's rules, procedures and/or customs, to the extent any
exist, for the submission of claims for compensation, nor to dispute a
Trading Center's denial of a claim, whether in whole or in part, nor to
take any further actions with respect to such claim in the event that
the Trading Center does not respond at all to the claim. Accordingly,
with this proposed rule change, the Exchange is not assuming any
additional liability to Members for losses claimed to have resulted
from Trading Center Systems Issues; rather, it proposes to serve a
purely ministerial role, given the contractual privity that exists
between BATS Trading and Trading Centers, in the submission of Members'
claims for compensation to such Trading Centers on their behalf. To
that end, proposed Rule 11.16(g)(5) would make clear that under no
circumstances will the Exchanges' inability to procure compensation
from a Trading Center, in whole or in part, for whatever reason, give
rise to a claim for compensation from the Exchange pursuant to
paragraph (d) of Rule 11.16 as a ``negligent act or omission of an
Exchange employee.'' Proposed Rule 11.16(g)(5) would further state that
the Exchange would not be liable should the Trading Center deny such
claim made pursuant to proposed Rule 11.16(g), in whole or in part, for
any reason.
The Exchange believes that the provisions outlined in the above
paragraph are equitable because any claim submitted under the proposed
Rule 11.16(g) would be subject to the rules, procedures, and discretion
of the Trading Center in question. It is the Trading Center, and not
the Exchange or BATS Trading, that ultimately decides whether to
approve or deny a Member's claim, or even whether to act on such
request at all. For example, the Exchange has no discretion over or
responsibility for the information provided by the Member in its claim,
and no discretion over or responsibility for whether such information
is sufficient for the Trading Center to
[[Page 63014]]
provide compensation. In addition, any claim submitted under the
proposal would be subject to compensation only to the extent that the
Trading Center provided such compensation to BATS Trading. Accordingly,
because it is the Trading Center, and not the Exchange or BATS Trading,
that ultimately decides whether a claim for compensation would be
granted, the Exchange believes the proposal is fair and just in
limiting the Exchange's liability in the event a Trading Center
determines, for any reason, to deny a claim, in whole or in part, or
even not to respond to such claim.
Implementation Date
The Exchange intends to implement the proposed rule changes as soon
as practicable and will announce its availability via a trading notice
to be posted on the Exchange's Web site.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act \15\ and furthers the objectives of
Section 6(b)(5) of the Act,\16\ in that it is designed promote just and
equitable principles of trade, remove impediments to, and perfect the
mechanism of, a free and open market and a national market system, and,
in general, protect investors and the public interest. In addition, the
Exchange believes that the proposed rule change is not designed to
permit unfair discrimination between customers, issuers, brokers or
dealers. The proposed rule change is substantially similar to the
existing rules of EDGX and EDGA.\17\ The proposed rule change is
intended to add certain requirements for Member reimbursements
currently offered by EDGA and EDGX in order to provide a consistent
rules across the BGM Affiliated Exchanges. Consistent rules, in turn,
will simplify the regulatory requirements for Members of the Exchange
that are also participants on EDGA and EDGX. The proposed rule change
would provide greater harmonization between Exchange and EDGX and EDGA
rules of similar purpose, resulting in greater uniformity and less
burdensome and more efficient regulatory compliance. As such, the
proposed rule change would foster cooperation and coordination with
persons engaged in facilitating transactions in securities and would
remove impediments to and perfect the mechanism of a free and open
market and a national market system.
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78f(b).
\16\ 15 U.S.C. 78f(b)(5).
\17\ See supra note 7.
---------------------------------------------------------------------------
Extension of Deadline To Submit Claims
Extending the deadline by which claims for compensation are
submitted to the Exchange is designed to increase the likelihood that
Members will be able to submit claims in a timely manner. The Exchange
believes that such expansion of time is reasonable given that Members
often do not have all the necessary information to substantiate all
facts bearing on the accuracy and completeness of a claim within the
required current timeframe under Rule 11.16(f). Therefore, the Exchange
believes the proposed rule change is equitable and will promote
fairness in the market place by providing Members increased time to
submit claims that result from an Exchange Systems Issue.
Reimbursement for Losses Sustained at Other Trading Centers
Like EDGX Rule 11.12(e) and EDGA Rule 11.12(e),\18\ proposed Rule
11.16(g) would enable the Exchange to pass through to Members any
compensation that the Exchange is able to procure, via BATS Trading,
from a Trading Center for losses claimed by Members to have resulted
from a Trading Center Systems Issue. The proposal specifies a
standardized method for Members to submit claims for compensation from
a Trading Center, and for the Exchange to pass through to its Members
any such compensation obtained, if and to the extent the Exchange, via
BATS Trading, is able to obtain such compensation from the Trading
Center. Furthermore, any compensation obtained by the Exchange from a
Trading Center would be passed on to the Member who requested such
reimbursement. If the amount received by the Exchange from the Trading
Center was insufficient to satisfy all claims, it would be allocated
among the claimants proportionally based on the percentage that each
claimant's claim in relation to the sum of all claims received by the
Exchange. In addition, the proposed pro-rata allocation methodology
that the Exchange would employ would provide for equitable compensation
among all Members who submit a claim related to a Trading Center
Systems Issue and deter the risk of preferential treatment of certain
Members by the Exchange. Therefore, the Exchange believes that the
proposed rule change would protect investors and the public interest by
potentially providing Members with a remedy not currently available to
them to recover for losses incurred as a result of Trading Center
Systems Issues, which generally arise from factors unrelated to their
trading activities.
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\18\ See supra note 5.
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(B) Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change would not impose any burden on
competition. The proposed rule change is designed to promote fairness
in the marketplace by increasing the time within which a Member is to
submit claims for Exchange System Issues and to be compensated for
losses that result from Trading Center Systems Issues. The Exchange
believes that the proposed rule changes will not burden intramarket
competition because all Members would be subject to the same deadline
to submit a claim for Exchange Systems Issues and be able to submit
claims for reimbursement for certain losses incurred due to Trading
Center System Issues. The proposed rule change is not designed to
address any competitive issues but rather is designed to provide
greater harmonization among Exchange and EDGA and EDGX rules of similar
purpose, resulting in less burdensome and more efficient regulatory
compliance for common members of the BGM Affiliated Exchanges.
(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants or Others
The Exchange has neither solicited nor received written comments on
the proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing 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 for 30 days after the date of the filing, or such
shorter time as the Commission may designate, it has become effective
pursuant to 19(b)(3)(A) of the Act \19\ and Rule 19b-4(f)(6) \20\
thereunder.
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\19\ 15 U.S.C. 78s(b)(3)(A).
\20\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file 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 satisfied this requirement.
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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
[[Page 63015]]
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:
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-BATS-2014-045 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-BATS-2014-045. 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-BATS-2014-045 and should be
submitted on or before November 12, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Kevin M. O'Neill,
Deputy Secretary.
[FR Doc. 2014-24943 Filed 10-20-14; 8:45 am]
BILLING CODE 8011-01-P