Self-Regulatory Organizations; The Options Clearing Corporation; Notice of Filing of Proposed Rule Change in Order To Permit OCC To Adjust the Size of Its Clearing Fund on an Intra-Month Basis, 71479-71481 [2014-28353]
Download as PDF
Federal Register / Vol. 79, No. 231 / Tuesday, December 2, 2014 / Notices
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–
NASDAQ–2014–115 on the subject line.
Paper Comments
rljohnson on DSK3VPTVN1PROD with NOTICES
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, Station
Place, 100 F Street NE., Washington, DC
20549–9303.
All submissions should refer to File
Number SR–NASDAQ–2014–115. 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 NASDAQ. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly.
All submissions should refer to File
Number SR–NASDAQ–2014–115 and
should be submitted on or before
December 23, 2014.
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15:30 Dec 01, 2014
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71479
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Kevin M. O’Neill,
Deputy Secretary.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
[FR Doc. 2014–28318 Filed 12–1–14; 8:45 am]
OCC is submitting this proposed rule
change to permit OCC to collect
additional financial resources from its
clearing membership by increasing the
size of its Clearing Fund on an intramonth basis when OCC determines such
action should be taken so that the
Clearing Fund is sufficient to protect
OCC against potential loss under
simulated default scenarios. OCC
monitors the sufficiency of the Clearing
Fund on a daily basis but may only
readjust the size of the Clearing Fund on
a monthly basis.3 During the ordinary
course of daily monitoring activities on
October 15, 2014, and as a result of
increased volatility in the financial
markets in October 2014, OCC
determined that in the event of a default
of its largest participant family, OCC’s
then current financial resources
potentially could have fallen short of
the total financial resources needed to
cover the loss associated with the
default.
To permit OCC to increase the size of
its Clearing Fund prior to the next
monthly resizing that was scheduled to
take place on the first business day of
November 2014, OCC’s Executive
Chairman, on October 15, 2014,
exercised certain emergency powers as
set forth in Article IX, Section 14 of
OCC’s By-Laws.4 In emergency
circumstances, and subject to certain
conditions, Article IX, Section 14
permits OCC’s Board of Directors,
Executive Chairman, or President to
waive or suspend its By-Laws, Rules,
policies and procedures, or any other
rules issued by OCC or extend the time
fixed thereby for the doing of any act or
acts for up to thirty calendar days.
Consistent with that authority, and
following discussions with the Risk
Committee of OCC’s Board of Directors,
the Executive Chairman waived the
provisions in the second sentence of
Rule 1001(a). OCC then filed an
emergency notice with the Commission
pursuant to Section 806(e)(2) of the
Payment, Clearing, and Settlement
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73685; File No. SR–OCC–
2014–21]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing of Proposed Rule Change in
Order To Permit OCC To Adjust the
Size of Its Clearing Fund on an IntraMonth Basis
November 25, 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
13, 2014, The Options Clearing
Corporation (‘‘OCC’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
below, which Items have been prepared
by OCC. The Commission is publishing
this notice to solicit comments on the
proposed rule change from interested
persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
This proposed rule change by OCC
would delete the second sentence of
Rule 1001(a), which OCC has
temporarily suspended pursuant to
emergency authority under Article IX,
Section 14 of its By-Laws, which would
permit OCC to adjust the size of its
Clearing Fund on an intra-month basis.
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
OCC 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. OCC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00104
Fmt 4703
Sfmt 4703
1. Purpose
3 See
OCC Rule 1001(a).
also has submitted an advance notice that
would provide greater detail concerning conditions
under which OCC would resize the Clearing Fund
intra-month. The change would permit intra-month
resizing in the event that the five-day rolling
average of projected draws are 150% or more of the
Clearing Fund’s then current size. See Securities
Exchange Act Release No. 72804 (August 11, 2014),
79 FR 48276 (August 15, 2014) (SR–OCC–2014–
804).
4 OCC
E:\FR\FM\02DEN1.SGM
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71480
Federal Register / Vol. 79, No. 231 / Tuesday, December 2, 2014 / Notices
Supervision Act of 2010 5 and increased
the Clearing Fund size for the remainder
of October 2014 as otherwise provided
for by the terms of Rule 1001(a).6 This
was done to respond to the potential
risk under prevailing market conditions
that the Clearing Fund could be
underfunded, which could have affected
OCC’s ability to provide services in a
safe and sound manner.
Clearing members were informed of
the action taken by the Executive
Chairman and the amount of their
additional Clearing Fund requirements,
which were met without issue.7 As a
result of these actions, OCC’s Clearing
Fund for October 2014 was increased by
$1.8 billion. In continued reliance on
the emergency rule waiver and the
emergency notice, OCC set the
November 2014 Clearing Fund size at
$7.8 billion, which included an amount
determined by OCC to be sufficient to
protect OCC against loss under
simulated default scenarios (i.e., $6
billion), plus a prudential margin of
safety (the additional $1.8 billion
collected in October).8 All required
contributions to the November 2014
Clearing Fund have been met by
impacted clearing members.
Under Article IX, Section 14(c) of
OCC’s By-Laws, OCC’s waiver of the
provisions of the second sentence of
Rule 1001(a) is permitted to continue for
no more than thirty calendar days
unless OCC submits a proposed rule
change to the Commission seeking
approval of such waiver.9 Upon
submission of a rule filing, the waiver
may continue in effect until the
Commission approves or disapproves
the proposed rule change.10
Accordingly, OCC is now submitting
this proposed rule change to delete the
second sentence of Rule 1001(a) and, by
the terms of Article IX, Section 14(c), to
preserve the suspended effectiveness of
the second sentence of Rule 1001(a)
beyond thirty calendar days.
OCC believes that this proposal is
appropriate to permit OCC to resize the
Clearing Fund more frequently than
5 12
U.S.C. 5465(e)(2).
Notice of Emergency Change to OCC’s
Procedures to Resize the Clearing Fund in Response
to Market Conditions (SR–OCC–2014–807), https://
www.theocc.com/components/docs/legal/rules_
and_bylaws/sr_occ_14_807.pdf.
7 See Information Memorandum #35397, dated
October 16, 2014, available on OCC’s Web site,
https://www.theocc.com/clearing/clearinginfomemos/infomemos1.jsp.
8 See Information Memorandum #35507, dated
October 31, 2014, available on OCC’s Web site,
https://www.theocc.com/clearing/clearinginfomemos/infomemos1.jsp.
9 See, OCC By-Laws, Article IX, Section 14(c).
OCC will also submit this proposed rule change to
the Commodity Futures Trading Commission.
10 Id.
rljohnson on DSK3VPTVN1PROD with NOTICES
6 See
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15:30 Dec 01, 2014
Jkt 235001
monthly and to determine its size in an
amount sufficient to protect OCC from
loss by relying on a broader range of
sound risk management practices than
only the average daily calculations
under Rule 1001(a) that are performed
during the preceding calendar month.
OCC would use its authority to adjust
the size of its Clearing Fund on an intramonth basis only to increase the size of
the Clearing Fund where appropriate,
not to decrease the size of the Clearing
Fund.
2. Statutory Basis
OCC believes the proposed rule
change is consistent with Section
17A(b)(3)(F) of the Act,11 and the rules
and regulations thereunder, including
Rule 17Ad–22(b)(3),12 because, by
permitting OCC to resize the Clearing
Fund intra-month and to determine its
size in an amount sufficient to protect
OCC from loss using a broader range of
sound risk management practices than
is currently required, the proposed
modifications would assure the
safeguarding of securities and funds
which are in the custody or control of
OCC or for which it is responsible,
protect investors and the public interest
and ensure that OCC has policies and
procedures designed to maintain
sufficient financial resources to
withstand, at a minimum, a default by
the participant family to which it has
the largest exposure in extreme but
plausible market conditions. The
proposed rule change is not inconsistent
with the existing rules of OCC,
including any other rules proposed to be
amended.
(B) Clearing Agency’s Statement on
Burden on Competition
OCC does not believe that the
proposed rule change would impose any
burden on competition.13 OCC believes
the proposed rule change would not
unfairly inhibit access to OCC’s services
or disadvantage or favor any particular
user in relationship to another user
because OCC would continue to allocate
the Clearing Fund as per current rules
and without regard to any particular
user or Clearing Member that makes
Clearing Fund contributions. For the
foregoing reasons, OCC believes that the
proposed rule change is in the public
interest, would be consistent with the
requirements of the Act applicable to
clearing agencies, and would not
impose a burden on competition.
11 15
U.S.C. 78q–1(b)(3)(F).
CFR 240.17Ad–22(b)(3).
13 15 U.S.C. 78q–1(b)(3)(I).
12 17
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Frm 00105
Fmt 4703
Sfmt 4703
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants, or Others
Written comments on the proposed
rule change were not and are not
intended to be solicited with respect to
the proposed rule change and none have
been received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the 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:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
OCC–2014–21 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–OCC–2014–21. 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
E:\FR\FM\02DEN1.SGM
02DEN1
Federal Register / Vol. 79, No. 231 / Tuesday, December 2, 2014 / Notices
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of OCC and on OCC’s Web site at
https://www.theocc.com/components/
docs/legal/rules_and_bylaws/sr_occ_14_
21.pdf. All comments received will be
posted without change; the Commission
does not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly. All
submissions should refer to File
Number SR–OCC–2014–21 and should
be submitted on or before December 23,
2014.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–28353 Filed 12–1–14; 8:45 am]
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73682; File No. SR–FICC–
2014–09]
Self-Regulatory Organizations; Fixed
Income Clearing Corporation; Notice of
Filing of Proposed Rule Change To
Amend the Rules of the Government
Securities Division and the MortgageBacked Securities Division Regarding
the Default of Fixed Income Clearing
Corporation
rljohnson on DSK3VPTVN1PROD with NOTICES
November 25, 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
12, 2014, Fixed Income Clearing
Corporation (‘‘FICC’’ or ‘‘Corporation’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by FICC. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
15:30 Dec 01, 2014
Jkt 235001
The proposed rule change consists of
amendments to the rules of the
Government Securities Division (‘‘GSD
Rules’’) of FICC and the rules of the
Mortgage-Backed Securities Division
(‘‘MBSD Rules’’) of FICC (each of GSD
and MBSD, a ‘‘Division’’ of FICC)
regarding a default by the Corporation.
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
FICC 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. FICC has prepared
summaries, set forth in sections A, B
and C below, of the most significant
aspects of such statements.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
(1) Purpose
BILLING CODE 8011–01–P
14 17
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
The purpose of this filing is to amend
in certain respects the GSD Rules and
the MBSD Rules regarding a default by
the Corporation.
By way of background, in 2010, FICC
received approval from the Securities
and Exchange Commission (‘‘SEC’’) to
amend the GSD Rules to add Rule 22B
(the ‘‘GSD Corporation Default Rule’’).3
Certain technical clarifying changes to
the GSD Corporation Default Rule were
subsequently filed by FICC with the SEC
for immediate effectiveness in 2011.4
The GSD Corporation Default Rule
was originally added to the GSD Rules
to make explicit the close out netting
that would be applied to obligations
between FICC and its members in the
event that FICC becomes insolvent or
otherwise defaults on its obligations to
its members, and, in doing so, provide
clarity to member firms in their
application of balance sheet netting to
their transactions at FICC under U.S.
GAAP and in the calculation of their
capital requirements on the basis of
their net credit exposure to FICC under
Basel Accord standards. A rule parallel
to the GSD Corporation Default Rule
was subsequently added as Rule 17A to
3 See Securities Exchange Act Release No. 34–
63038 (October 5, 2010), 75 FR 62899 (October 13,
2010) (SR–FICC–2010–04).
4 See Securities Exchange Act Release No. 34–
64004 (March 2, 2011), 76 FR 12782 (March 8,
2011) (SR–FICC–2011–02).
PO 00000
Frm 00106
Fmt 4703
Sfmt 4703
71481
the MBSD Rules 5 (the ‘‘MBSD
Corporation Default Rule’’, and together
with the GSD Corporation Default Rule,
the ‘‘Corporation Default Rules’’).
There are three general types of
default covered by the Corporation
Default Rules: Voluntary proceedings
defaults, involuntary proceedings
defaults and non-insolvency related
defaults.
With respect to voluntary proceedings
defaults, FICC would be considered in
default under the current Corporation
Default Rules immediately upon the
dissolution of the Corporation, the
voluntary institution of proceedings by
the Corporation seeking a judgment of
insolvency or bankruptcy or other
similar relief or the voluntary
presentation by the Corporation of a
petition for its winding up or
liquidation.
With respect to involuntary
proceedings defaults, FICC would be
considered in default under the current
Corporation Default Rules on the 91st
calendar day after the judgment of
insolvency or bankruptcy or the entry of
an order for relief (or similar order) for
FICC’s winding up or liquidation, or the
appointment of an administrator,
provisional liquidator, conservator,
receiver, trustee, custodian or other
similar official for all or substantially all
of the Corporation’s assets, where such
judgment, order or appointment, as
applicable, remains unstayed
throughout the 90 calendar day grace
period.
With respect to non-insolvency
related defaults, FICC would, as a
general matter, be considered in default
under the current Corporation Default
Rules on the 91st calendar day after it
receives notice from a member of its
failure to make an undisputed payment
or delivery to such member that is
required under the GSD Rules or the
MBSD Rules, respectively, where such
failure remains unremedied throughout
the 90 calendar day grace period.
However, the current Corporation
Default Rules exclude from the scope of
what can be considered a noninsolvency related default of the
applicable Division of FICC: (1) Failure
to satisfy obligations to members in
wind-down and defaulting members; (2)
the satisfaction of obligations by
alternate means provided for under the
applicable Division’s Rules; (3) failure
of the other Division of FICC to satisfy
an obligation to a member; and (4)
failure to satisfy obligations as a result
of an operational, technological or
5 See Securities Exchange Act Release No. 34–
66550 (March 9, 2012), 77 FR 15155 (March 14,
2012) (SR–FICC–2008–01).
E:\FR\FM\02DEN1.SGM
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Agencies
[Federal Register Volume 79, Number 231 (Tuesday, December 2, 2014)]
[Notices]
[Pages 71479-71481]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-28353]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73685; File No. SR-OCC-2014-21]
Self-Regulatory Organizations; The Options Clearing Corporation;
Notice of Filing of Proposed Rule Change in Order To Permit OCC To
Adjust the Size of Its Clearing Fund on an Intra-Month Basis
November 25, 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 13, 2014, The Options Clearing Corporation (``OCC'') filed
with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I, II and III below, which
Items have been prepared by OCC. 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. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
This proposed rule change by OCC would delete the second sentence
of Rule 1001(a), which OCC has temporarily suspended pursuant to
emergency authority under Article IX, Section 14 of its By-Laws, which
would permit OCC to adjust the size of its Clearing Fund on an intra-
month basis.
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, OCC 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. OCC has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of these
statements.
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
OCC is submitting this proposed rule change to permit OCC to
collect additional financial resources from its clearing membership by
increasing the size of its Clearing Fund on an intra-month basis when
OCC determines such action should be taken so that the Clearing Fund is
sufficient to protect OCC against potential loss under simulated
default scenarios. OCC monitors the sufficiency of the Clearing Fund on
a daily basis but may only readjust the size of the Clearing Fund on a
monthly basis.\3\ During the ordinary course of daily monitoring
activities on October 15, 2014, and as a result of increased volatility
in the financial markets in October 2014, OCC determined that in the
event of a default of its largest participant family, OCC's then
current financial resources potentially could have fallen short of the
total financial resources needed to cover the loss associated with the
default.
---------------------------------------------------------------------------
\3\ See OCC Rule 1001(a).
---------------------------------------------------------------------------
To permit OCC to increase the size of its Clearing Fund prior to
the next monthly resizing that was scheduled to take place on the first
business day of November 2014, OCC's Executive Chairman, on October 15,
2014, exercised certain emergency powers as set forth in Article IX,
Section 14 of OCC's By-Laws.\4\ In emergency circumstances, and subject
to certain conditions, Article IX, Section 14 permits OCC's Board of
Directors, Executive Chairman, or President to waive or suspend its By-
Laws, Rules, policies and procedures, or any other rules issued by OCC
or extend the time fixed thereby for the doing of any act or acts for
up to thirty calendar days. Consistent with that authority, and
following discussions with the Risk Committee of OCC's Board of
Directors, the Executive Chairman waived the provisions in the second
sentence of Rule 1001(a). OCC then filed an emergency notice with the
Commission pursuant to Section 806(e)(2) of the Payment, Clearing, and
Settlement
[[Page 71480]]
Supervision Act of 2010 \5\ and increased the Clearing Fund size for
the remainder of October 2014 as otherwise provided for by the terms of
Rule 1001(a).\6\ This was done to respond to the potential risk under
prevailing market conditions that the Clearing Fund could be
underfunded, which could have affected OCC's ability to provide
services in a safe and sound manner.
---------------------------------------------------------------------------
\4\ OCC also has submitted an advance notice that would provide
greater detail concerning conditions under which OCC would resize
the Clearing Fund intra-month. The change would permit intra-month
resizing in the event that the five-day rolling average of projected
draws are 150% or more of the Clearing Fund's then current size. See
Securities Exchange Act Release No. 72804 (August 11, 2014), 79 FR
48276 (August 15, 2014) (SR-OCC-2014-804).
\5\ 12 U.S.C. 5465(e)(2).
\6\ See Notice of Emergency Change to OCC's Procedures to Resize
the Clearing Fund in Response to Market Conditions (SR-OCC-2014-
807), https://www.theocc.com/components/docs/legal/rules_and_bylaws/sr_occ_14_807.pdf.
---------------------------------------------------------------------------
Clearing members were informed of the action taken by the Executive
Chairman and the amount of their additional Clearing Fund requirements,
which were met without issue.\7\ As a result of these actions, OCC's
Clearing Fund for October 2014 was increased by $1.8 billion. In
continued reliance on the emergency rule waiver and the emergency
notice, OCC set the November 2014 Clearing Fund size at $7.8 billion,
which included an amount determined by OCC to be sufficient to protect
OCC against loss under simulated default scenarios (i.e., $6 billion),
plus a prudential margin of safety (the additional $1.8 billion
collected in October).\8\ All required contributions to the November
2014 Clearing Fund have been met by impacted clearing members.
---------------------------------------------------------------------------
\7\ See Information Memorandum #35397, dated October 16, 2014,
available on OCC's Web site, https://www.theocc.com/clearing/clearing-infomemos/infomemos1.jsp.
\8\ See Information Memorandum #35507, dated October 31, 2014,
available on OCC's Web site, https://www.theocc.com/clearing/clearing-infomemos/infomemos1.jsp.
---------------------------------------------------------------------------
Under Article IX, Section 14(c) of OCC's By-Laws, OCC's waiver of
the provisions of the second sentence of Rule 1001(a) is permitted to
continue for no more than thirty calendar days unless OCC submits a
proposed rule change to the Commission seeking approval of such
waiver.\9\ Upon submission of a rule filing, the waiver may continue in
effect until the Commission approves or disapproves the proposed rule
change.\10\ Accordingly, OCC is now submitting this proposed rule
change to delete the second sentence of Rule 1001(a) and, by the terms
of Article IX, Section 14(c), to preserve the suspended effectiveness
of the second sentence of Rule 1001(a) beyond thirty calendar days.
---------------------------------------------------------------------------
\9\ See, OCC By-Laws, Article IX, Section 14(c). OCC will also
submit this proposed rule change to the Commodity Futures Trading
Commission.
\10\ Id.
---------------------------------------------------------------------------
OCC believes that this proposal is appropriate to permit OCC to
resize the Clearing Fund more frequently than monthly and to determine
its size in an amount sufficient to protect OCC from loss by relying on
a broader range of sound risk management practices than only the
average daily calculations under Rule 1001(a) that are performed during
the preceding calendar month. OCC would use its authority to adjust the
size of its Clearing Fund on an intra-month basis only to increase the
size of the Clearing Fund where appropriate, not to decrease the size
of the Clearing Fund.
2. Statutory Basis
OCC believes the proposed rule change is consistent with Section
17A(b)(3)(F) of the Act,\11\ and the rules and regulations thereunder,
including Rule 17Ad-22(b)(3),\12\ because, by permitting OCC to resize
the Clearing Fund intra-month and to determine its size in an amount
sufficient to protect OCC from loss using a broader range of sound risk
management practices than is currently required, the proposed
modifications would assure the safeguarding of securities and funds
which are in the custody or control of OCC or for which it is
responsible, protect investors and the public interest and ensure that
OCC has policies and procedures designed to maintain sufficient
financial resources to withstand, at a minimum, a default by the
participant family to which it has the largest exposure in extreme but
plausible market conditions. The proposed rule change is not
inconsistent with the existing rules of OCC, including any other rules
proposed to be amended.
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\11\ 15 U.S.C. 78q-1(b)(3)(F).
\12\ 17 CFR 240.17Ad-22(b)(3).
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(B) Clearing Agency's Statement on Burden on Competition
OCC does not believe that the proposed rule change would impose any
burden on competition.\13\ OCC believes the proposed rule change would
not unfairly inhibit access to OCC's services or disadvantage or favor
any particular user in relationship to another user because OCC would
continue to allocate the Clearing Fund as per current rules and without
regard to any particular user or Clearing Member that makes Clearing
Fund contributions. For the foregoing reasons, OCC believes that the
proposed rule change is in the public interest, would be consistent
with the requirements of the Act applicable to clearing agencies, and
would not impose a burden on competition.
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\13\ 15 U.S.C. 78q-1(b)(3)(I).
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(C) Clearing Agency's Statement on Comments on the Proposed Rule Change
Received From Members, Participants, or Others
Written comments on the proposed rule change were not and are not
intended to be solicited with respect to the proposed rule change and
none have been received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the 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:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-OCC-2014-21 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-OCC-2014-21. 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
[[Page 71481]]
those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of OCC and on OCC's
Web site at https://www.theocc.com/components/docs/legal/rules_and_bylaws/sr_occ_14_21.pdf. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly. All submissions should refer to
File Number SR-OCC-2014-21 and should be submitted on or before
December 23, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
Kevin M. O'Neill,
Deputy Secretary.
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\14\ 17 CFR 200.30-3(a)(12).
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[FR Doc. 2014-28353 Filed 12-1-14; 8:45 am]
BILLING CODE 8011-01-P