Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Options Fee Schedule To Add a Service Fee for Certain Post-Trade Adjustments Performed by the Exchange To Be Effective December 1, 2014, 68927-68929 [2014-27308]
Download as PDF
Federal Register / Vol. 79, No. 223 / Wednesday, November 19, 2014 / Notices
Number SR–NYSEARCA–2014–129 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–NYSEARCA–2014–129.
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 will also be available for
inspection and copying at the NYSE’s
principal office and on its Internet Web
site at www.nyse.com. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEARCA–2014–129 and should be
submitted on or before December 10,
2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.32
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–27314 Filed 11–18–14; 8:45 am]
mstockstill on DSK4VPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73585; File No. SR–
NYSEArca–2014–116]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Options Fee Schedule To Add a
Service Fee for Certain Post-Trade
Adjustments Performed by the
Exchange To Be Effective December 1,
2014
November 13, 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 November
4, 2014, NYSE Arca, Inc. (the
‘‘Exchange’’ or ‘‘NYSE Arca’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) a
proposed rule change as described in
Items I, II and III below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
NYSE Arca Options Fee Schedule to
add a service fee for certain post-trade
adjustments performed by the Exchange.
The Exchange proposes to implement
the fee change effective December 1,
2014.
The text of the proposed rule change
is available on the Exchange’s Web site
at www.nyse.com, at the principal office
of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
1 15
32 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
16:16 Nov 18, 2014
2 17
Jkt 235001
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00086
Fmt 4703
Sfmt 4703
68927
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
Fee Schedule to add a service fee for
certain post-trade adjustments
performed by the Exchange (the
‘‘Service Fee’’). The Exchange proposes
to implement the Service Fee effective
December 1, 2014. As described below,
the proposed Service Fee would apply
to certain post-trade adjustments
performed by Exchange staff. The
purpose of the proposed Service Fee is
to ensure a fair and reasonable use of
Exchange resources by allowing the
Exchange to recoup for valuable
employee time and resources expended
on these post-trade adjustments that
may also be self-executed by OTP
Holders or OTP Firms (collectively,
‘‘OTPs’’). In addition, the Exchange
believes that the proposed Service Fee
would incentivize OTPs to process their
own post-trade adjustments going
forward.
In an effort to conserve Exchange
resources, the Exchange has provided
OTPs with the functionality to perform
certain of their own post-trade
adjustments. Specifically, OTPs may
perform post-trade adjustments on their
side of the trade that do not affect the
contractual terms of a transaction. For
example, OTPs may currently make the
following non-contractual post-trade
adjustments without Exchange
interaction: changing the position
indicator (e.g., from Open to Close or
Close to Open); adding or removing
Clearing Member Trade Agreement
(‘‘CMTA’’) information; allocating trades
(e.g., adding multiple executing
domains or ‘‘give-ups’’); changing the
clearing account type (e.g., Customer,
Firm, Market Maker) and modifying the
optional data field, which may be used
by OTPs for their own internal backoffice processing (collectively, the
‘‘Post-Trade Adjustments’’).
Notwithstanding the availability of
functionality for OTPs to perform this
function themselves, OTPs still send the
Exchange a significant number of
requests, on a daily basis, to perform
these straightforward Post-Trade
Adjustments on the OTPs’ behalf. The
Exchange uses its best efforts to respond
to these requests by OTPs in a timely
manner. While the Exchange is
committed to delivering a certain level
of customer service to its OTPs, it
believes that performing the Post-Trade
Adjustments free of charge results in the
diversion of valuable Exchange time and
resources in a manner that is not a [sic]
E:\FR\FM\19NON1.SGM
19NON1
68928
Federal Register / Vol. 79, No. 223 / Wednesday, November 19, 2014 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
fair and equitable to either the Exchange
or, ultimately the OTPs.
Thus, to help offset the costs of
having Exchange staff process Post
Trade Adjustments on behalf of OTPs,
the Exchange is proposing a $5.00
Service Fee, per trade adjusted. The
Post-Trade Adjustments that would be
subject to the proposed Service Fee
would be only those Post-Trade
Adjustments that do not affect the
contractual terms of a transaction and
that are performed by the Exchange on
behalf of OTPs when the OTPs could
otherwise enter the Post-Trade
Adjustments on their own behalf.3 [sic]
The Exchange notes that if an outage or
malfunction of an Exchange system
makes it infeasible for OTPs to enter
Post-Trade Adjustments on their own
behalf, the Exchange would not assess
any Service Fees to process Post-Trade
Adjustments on behalf of OTPs.
The $5.00 Service Fee would apply to
each trade adjusted, not to each noncontractual change that the Exchange is
requested to make to a given trade.4 For
example, if, for a given trade, an OTP
requested that the Exchange change
both the position indicator from open to
close and at the same time change the
CMTA information, the Service Fee
would still be $5.00, because the
changes were for the same trade. The
Exchange believes that the $5.00 Service
Fee would reasonably compensate the
Exchange for the resources diverted to
the Post-Trade Adjustments (i.e., cover
employee and overhead expenses). The
Exchange also believes that the $5.00
Service Fee may operate as an effective
disincentive for OTPs that have relied
on the Exchange to perform these
services free of charge and believes
these OTPs may take these tasks inhouse given the newly introduced costs.
The Exchange is proposing to
discount the $5.00 fee to $1.00 per trade
adjusted for the first three months that
the Service Fee is operative (i.e.,
December 1, 2014—February 28, 2015).
The Exchange believes this temporary
discount is reasonable as it would
provide OTPs time to adjust to the
Exchange’s new policy. To further
provide OTPs notice of this proposed
change, the Exchange previously
announced by Trader Update the
specific type of Post-Trade Adjustments
that would be subject to the Service
Fee.5
B. Self-Regulatory Organization’s
Statement on Burden on Competition
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,6 in general, and
furthers the objectives of Sections
6(b)(4) and (5) of the Act,7 in particular,
because it provides for the equitable
allocation of reasonable dues, fees, and
other charges among its members,
issuers and other persons using its
facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes that the
Service Fee is reasonable, equitable and
not unfairly discriminatory because it is
designed to ensure a fair and reasonable
use of Exchange resources by allowing
the Exchange to recoup for valuable
employee time and resources expended
on the Post-Trade Adjustments. The
Exchange believes that imposing this
$5.00 fee per trade adjusted would
reasonably compensate the Exchange for
the resources diverted to the Post-Trade
Adjustments (i.e., cover employee and
overhead expenses).8
Moreover, the Exchange believes that
the Service Fee would promote a fair
and orderly market and protect
investors and the public interest
because the Service Fee may result in a
more efficient use of Exchange
resources, which would benefit all
market participants.
The Exchange believes that the
Service Fee is reasonable, equitable and
not unfairly discriminatory because
OTPs would have the option, as they do
today, to perform the Post-Trade
Adjustments themselves and the Service
Fee would only apply if OTPs elected to
rely on the Exchange to perform these
adjustments for them. Moreover, the
Service Fee would apply equally to all
market participants who opt to rely on
the Exchange to perform the Post-Trade
Adjustments. In fact, the Exchange
believes that the proposed Service Fee
would incentivize OTPs to process their
own Post-Trade Adjustments going
forward.
Finally, the Exchange believes that it
is subject to significant competitive
forces, as described below in the
Exchange’s statement regarding the
burden on competition.
In accordance with Section 6(b)(8) of
the Act,9 the Exchange does not believe
that the proposed rule change would
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
The proposed rule [sic] Service Fee is
not intended to address any competitive
issues among exchanges or OTPs but
rather to more efficiently use the
Exchange’s employee time and
resources, which may ultimately benefit
OTPs.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily favor
competing venues, and imposing the
Service Fee may enable the Exchange to
improve efficiency and ensure the fair
and reasonable use of Exchange
resources. In such an environment, the
Exchange must continually review, and
consider adjusting, its fees and credits
to remain competitive with other
exchanges. For the reasons described
above, the Exchange believes that the
proposed Service Fee reflects this
competitive environment.
3 Should the Exchange propose to charge OTPs
for any additional post-trade adjustments made on
behalf of OTPs, other than non-contractual changes
that OTPs may do on their own behalf, the
Exchange would only do so pursuant to a separate
fee filing.
4 The Exchange proposes to add this Service Fee
to the end of the Fee Schedule (immediately
following ‘‘Report Fees’’) under a new section
entitled ‘‘NYSE Arca OPTIONS: SERVICE FEES.’’
5 See NYSE Arca Options Trader Update,
available here, https://www1.nyse.com/pdfs/NYSE_
Arca_Options_Service_Fee_Post_Trade_
Adjustments_10_13_14.pdf.
6 15 U.S.C. 78f(b).
7 15 U.S.C. 78f(b)(4) and (5).
8 As noted above, the Exchange would offer an
introductory rate of $1.00 per trade adjusted for the
first three months that the Service Fee is
operational.
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16:16 Nov 18, 2014
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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
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 10 of the Act and
subparagraph (f)(2) of Rule 19b–4 11
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 12 of the Act to
determine whether the proposed rule
9 15
U.S.C. 78f(b)(8).
U.S.C. 78s(b)(3)(A).
11 17 CFR 240.19b–4(f)(2).
12 15 U.S.C. 78s(b)(2)(B).
10 15
E:\FR\FM\19NON1.SGM
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Federal Register / Vol. 79, No. 223 / Wednesday, November 19, 2014 / Notices
change 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:
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Kevin M. O’ Neill,
Deputy Secretary.
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.
[FR Doc. 2014–27308 Filed 11–18–14; 8:45 am]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–73587; File No. SR–NYSE–
2014–61]
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEArca–2014–116 on the subject
line.
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend Its
Price List for Certain Executions at the
Opening
Paper Comments
mstockstill on DSK4VPTVN1PROD with NOTICES
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSEArca–2014–116. 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
offices of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2014–116, and should be
submitted on or before December 10,
2014.
VerDate Sep<11>2014
16:16 Nov 18, 2014
Jkt 235001
68929
November 13, 2014.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
November 4, 2014, New York Stock
Exchange LLC (‘‘NYSE’’ or the
‘‘Exchange’’) filed with the Securities
and Exchange Commission (the
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Price List for certain executions at the
opening. The Exchange proposes to
implement the fee change effective
November 4, 2014. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
13 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00088
Fmt 4703
Sfmt 4703
1. Purpose
The Exchange proposes to amend its
Price List for certain executions at the
opening. The Exchange proposes to
implement the fee change effective
November 4, 2014.
For securities priced $1.00 or greater,
the Exchange currently charges a fee of
$0.0010 per share for executions at the
opening or of $0.0010 per share for
executions at the opening only orders,
subject to a monthly fee cap of $20,000
per member organization for such
executions. Designated Market Makers
(‘‘DMMs’’) are not charged for
executions at the opening.
The Exchange proposes to modify the
monthly fee cap of $20,000 per member
organization for securities priced $1.00
or greater 4 by adding a requirement that
to qualify for this monthly fee cap,
which is set forth in footnote 2 to the
Price List, the member organization
must execute an average daily trading
volume (‘‘ADV’’) that adds liquidity to
the NYSE during the billing month
(‘‘Adding ADV’’) of at least 5,000,000
shares, excluding liquidity added by a
DMM. DMM executions at the opening
would continue to not be charged.
In addition, the Exchange proposes
non-substantive, conforming changes to
the text governing ‘‘Equity per Share
Charge’’ and ‘‘Tier 1 Adding Credit—
Equity per Share Credit—per
transaction’’ to reflect that the terms
‘‘ADV’’ and ‘‘Adding ADV’’ are now
defined in footnote 2.
The proposed change is not otherwise
intended to address any other issues,
and the Exchange is not aware of any
problems that members and member
organizations would have in complying
with the proposed change.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,5 in general, and
furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,6 in
particular, because it provides for the
4 The existing pricing for executions at the
opening in securities priced below $1.00 would also
remain unchanged (i.e., 0.3% of the total dollar
value of the transaction).
5 15 U.S.C. 78f(b).
6 15 U.S.C. 78f(b)(4) and (5).
E:\FR\FM\19NON1.SGM
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Agencies
[Federal Register Volume 79, Number 223 (Wednesday, November 19, 2014)]
[Notices]
[Pages 68927-68929]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-27308]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73585; File No. SR-NYSEArca-2014-116]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Options Fee Schedule To Add a Service Fee for Certain Post-Trade
Adjustments Performed by the Exchange To Be Effective December 1, 2014
November 13, 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 November 4, 2014, NYSE Arca, Inc. (the ``Exchange'' or ``NYSE
Arca'') filed with the Securities and Exchange Commission (the
``Commission'') a proposed rule change as described in Items I, II and
III below, which Items have been prepared by the Exchange. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the NYSE Arca Options Fee Schedule
to add a service fee for certain post-trade adjustments performed by
the Exchange. The Exchange proposes to implement the fee change
effective December 1, 2014.
The text of the proposed rule change is available on the Exchange's
Web site at www.nyse.com, at the principal office of the Exchange, and
at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule to add a service
fee for certain post-trade adjustments performed by the Exchange (the
``Service Fee''). The Exchange proposes to implement the Service Fee
effective December 1, 2014. As described below, the proposed Service
Fee would apply to certain post-trade adjustments performed by Exchange
staff. The purpose of the proposed Service Fee is to ensure a fair and
reasonable use of Exchange resources by allowing the Exchange to recoup
for valuable employee time and resources expended on these post-trade
adjustments that may also be self-executed by OTP Holders or OTP Firms
(collectively, ``OTPs''). In addition, the Exchange believes that the
proposed Service Fee would incentivize OTPs to process their own post-
trade adjustments going forward.
In an effort to conserve Exchange resources, the Exchange has
provided OTPs with the functionality to perform certain of their own
post-trade adjustments. Specifically, OTPs may perform post-trade
adjustments on their side of the trade that do not affect the
contractual terms of a transaction. For example, OTPs may currently
make the following non-contractual post-trade adjustments without
Exchange interaction: changing the position indicator (e.g., from Open
to Close or Close to Open); adding or removing Clearing Member Trade
Agreement (``CMTA'') information; allocating trades (e.g., adding
multiple executing domains or ``give-ups''); changing the clearing
account type (e.g., Customer, Firm, Market Maker) and modifying the
optional data field, which may be used by OTPs for their own internal
back-office processing (collectively, the ``Post-Trade Adjustments'').
Notwithstanding the availability of functionality for OTPs to
perform this function themselves, OTPs still send the Exchange a
significant number of requests, on a daily basis, to perform these
straightforward Post-Trade Adjustments on the OTPs' behalf. The
Exchange uses its best efforts to respond to these requests by OTPs in
a timely manner. While the Exchange is committed to delivering a
certain level of customer service to its OTPs, it believes that
performing the Post-Trade Adjustments free of charge results in the
diversion of valuable Exchange time and resources in a manner that is
not a [sic]
[[Page 68928]]
fair and equitable to either the Exchange or, ultimately the OTPs.
Thus, to help offset the costs of having Exchange staff process
Post Trade Adjustments on behalf of OTPs, the Exchange is proposing a
$5.00 Service Fee, per trade adjusted. The Post-Trade Adjustments that
would be subject to the proposed Service Fee would be only those Post-
Trade Adjustments that do not affect the contractual terms of a
transaction and that are performed by the Exchange on behalf of OTPs
when the OTPs could otherwise enter the Post-Trade Adjustments on their
own behalf.\3\ [sic] The Exchange notes that if an outage or
malfunction of an Exchange system makes it infeasible for OTPs to enter
Post-Trade Adjustments on their own behalf, the Exchange would not
assess any Service Fees to process Post-Trade Adjustments on behalf of
OTPs.
---------------------------------------------------------------------------
\3\ Should the Exchange propose to charge OTPs for any
additional post-trade adjustments made on behalf of OTPs, other than
non-contractual changes that OTPs may do on their own behalf, the
Exchange would only do so pursuant to a separate fee filing.
---------------------------------------------------------------------------
The $5.00 Service Fee would apply to each trade adjusted, not to
each non-contractual change that the Exchange is requested to make to a
given trade.\4\ For example, if, for a given trade, an OTP requested
that the Exchange change both the position indicator from open to close
and at the same time change the CMTA information, the Service Fee would
still be $5.00, because the changes were for the same trade. The
Exchange believes that the $5.00 Service Fee would reasonably
compensate the Exchange for the resources diverted to the Post-Trade
Adjustments (i.e., cover employee and overhead expenses). The Exchange
also believes that the $5.00 Service Fee may operate as an effective
disincentive for OTPs that have relied on the Exchange to perform these
services free of charge and believes these OTPs may take these tasks
in-house given the newly introduced costs.
---------------------------------------------------------------------------
\4\ The Exchange proposes to add this Service Fee to the end of
the Fee Schedule (immediately following ``Report Fees'') under a new
section entitled ``NYSE Arca OPTIONS: SERVICE FEES.''
---------------------------------------------------------------------------
The Exchange is proposing to discount the $5.00 fee to $1.00 per
trade adjusted for the first three months that the Service Fee is
operative (i.e., December 1, 2014--February 28, 2015). The Exchange
believes this temporary discount is reasonable as it would provide OTPs
time to adjust to the Exchange's new policy. To further provide OTPs
notice of this proposed change, the Exchange previously announced by
Trader Update the specific type of Post-Trade Adjustments that would be
subject to the Service Fee.\5\
---------------------------------------------------------------------------
\5\ See NYSE Arca Options Trader Update, available here, https://www1.nyse.com/pdfs/NYSE_Arca_Options_Service_Fee_Post_Trade_Adjustments_10_13_14.pdf.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\6\ in general, and furthers the
objectives of Sections 6(b)(4) and (5) of the Act,\7\ in particular,
because it provides for the equitable allocation of reasonable dues,
fees, and other charges among its members, issuers and other persons
using its facilities and does not unfairly discriminate between
customers, issuers, brokers or dealers.
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\6\ 15 U.S.C. 78f(b).
\7\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the Service Fee is reasonable, equitable
and not unfairly discriminatory because it is designed to ensure a fair
and reasonable use of Exchange resources by allowing the Exchange to
recoup for valuable employee time and resources expended on the Post-
Trade Adjustments. The Exchange believes that imposing this $5.00 fee
per trade adjusted would reasonably compensate the Exchange for the
resources diverted to the Post-Trade Adjustments (i.e., cover employee
and overhead expenses).\8\
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\8\ As noted above, the Exchange would offer an introductory
rate of $1.00 per trade adjusted for the first three months that the
Service Fee is operational.
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Moreover, the Exchange believes that the Service Fee would promote
a fair and orderly market and protect investors and the public interest
because the Service Fee may result in a more efficient use of Exchange
resources, which would benefit all market participants.
The Exchange believes that the Service Fee is reasonable, equitable
and not unfairly discriminatory because OTPs would have the option, as
they do today, to perform the Post-Trade Adjustments themselves and the
Service Fee would only apply if OTPs elected to rely on the Exchange to
perform these adjustments for them. Moreover, the Service Fee would
apply equally to all market participants who opt to rely on the
Exchange to perform the Post-Trade Adjustments. In fact, the Exchange
believes that the proposed Service Fee would incentivize OTPs to
process their own Post-Trade Adjustments going forward.
Finally, the Exchange believes that it is subject to significant
competitive forces, as described below in the Exchange's statement
regarding the burden on competition.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\9\ the Exchange does
not believe that the proposed rule change would impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act. The proposed rule [sic] Service Fee is not
intended to address any competitive issues among exchanges or OTPs but
rather to more efficiently use the Exchange's employee time and
resources, which may ultimately benefit OTPs.
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\9\ 15 U.S.C. 78f(b)(8).
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The Exchange notes that it operates in a highly competitive market
in which market participants can readily favor competing venues, and
imposing the Service Fee may enable the Exchange to improve efficiency
and ensure the fair and reasonable use of Exchange resources. In such
an environment, the Exchange must continually review, and consider
adjusting, its fees and credits to remain competitive with other
exchanges. For the reasons described above, the Exchange believes that
the proposed Service Fee reflects this competitive environment.
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
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \10\ of the Act and subparagraph (f)(2) of Rule
19b-4 \11\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \12\ of the Act to determine whether the proposed
rule
[[Page 68929]]
change should be approved or disapproved.
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\12\ 15 U.S.C. 78s(b)(2)(B).
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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-NYSEArca-2014-116 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSEArca-2014-116. 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 offices of the Exchange.
All comments received will be posted without change; the Commission
does not edit personal identifying information from submissions. You
should submit only information that you wish to make available
publicly. All submissions should refer to File Number SR-NYSEArca-2014-
116, and should be submitted on or before December 10, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
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\13\ 17 CFR 200.30-3(a)(12).
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Kevin M. O' Neill,
Deputy Secretary.
[FR Doc. 2014-27308 Filed 11-18-14; 8:45 am]
BILLING CODE 8011-01-P