Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Modify NASDAQ Rule 7001(c), 72221-72223 [2014-28534]
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Federal Register / Vol. 79, No. 234 / Friday, December 5, 2014 / Notices
of after-hours operations. Therefore,
OPRA is proposing to add a sentence to
Section 5.4(d) of the OPRA Plan to state
expressly that it may establish such
fees.9
III. Discussion
After careful review, the Commission
finds that the proposed OPRA Plan
amendment is consistent with the
requirements of the Act and the rules
and regulations thereunder.10
Specifically, the Commission finds that
the proposed OPRA Plan amendment is
consistent with Section 11A of the
Act 11 and Rule 608 thereunder 12 in that
it is appropriate in the public interest,
for the protection of investors and the
maintenance of fair and orderly markets,
and to remove impediments to, and
perfect the mechanisms of, a national
market system. OPRA believes that the
proposed amendment will better align
the provisions of the OPRA Plan relating
to the allocation of costs of after-hours
operations with the provisions of the
OPRA Plan relating to the allocation of
revenues derived from after-hours
trading. The Commission believes that
OPRA’s proposal is consistent with
Section 11A of the Act 13 and Rule 608
thereunder.14
IV. Conclusion
It is therefore ordered, pursuant to
Section 11A of the Act,15 and Rule 608
thereunder,16 that the proposed OPRA
Plan amendment (SR–OPRA–2013–03)
be, and it hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Kevin M. O’Neill,
Deputy Secretary.
[FR Doc. 2014–28545 Filed 12–4–14; 8:45 am]
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BILLING CODE 8011–01–P
9 OPRA is also proposing to make a nonsubstantive change to Section 5.4(d) of the OPRA
Plan to reflect that the OPRA Fee Schedule is no
longer identified as ‘‘Exhibit B’’ to the OPRA Plan
but is publicly available on the OPRA Web site
under the ‘‘Fees’’ tab.
10 In approving this proposed OPRA Plan
Amendment, the Commission has considered its
impact on efficiency, competition, and capital
formation. 15 U.S.C. 78c(f).
11 15 U.S.C. 78k–1.
12 17 CFR 242.608.
13 15 U.S.C. 78k–1.
14 17 CFR 242.608.
15 15 U.S.C. 78k–1.
16 17 CFR 242.608.
17 17 CFR 200.30–3(a)(29).
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73705; File No. SR–
NASDAQ–2014–118]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Modify
NASDAQ Rule 7001(c)
December 1, 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
26, 2014, The NASDAQ Stock Market
LLC (‘‘NASDAQ’’ or the ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘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 the Substance
of the Proposed Rule Change
The Exchange proposes to modify
NASDAQ Rule 7001(c) concerning
market maker participant identifier 3
(‘‘MPID’’) fees. The Exchange proposes
to implement the proposed rule change
on December 1, 2014.
The text of the proposed rule change
is available at
nasdaq.cchwallstreet.com, at
NASDAQ’s principal office, 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,
NASDAQ 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
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 When applied to a market maker, sometimes
referred to as a ‘‘maker participant identifier.’’
2 17
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72221
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
NASDAQ is proposing to amend the
fees assessed under Rule 7001(c) for
MPIDs. MPIDs are special numerical
identifiers assigned to certain brokerdealers to identify the firms’ transaction
and quoting activity. NASDAQ
administers the assignment of MPIDs,
which may be requested by a brokerdealer for use on NASDAQ systems,
reporting to Financial Industry
Regulatory Authority (‘‘FINRA’’), or a
combination of the two. NASDAQ
member firms are provided with a
Primary MPID upon gaining NASDAQ
membership, but may also request
additional MPIDs. These additional
MPIDs are called Supplemental MPIDs
and may be used by member firms to
separate orders or quotes entered into
the NASDAQ system for affiliates,
segregated business units or trading
desks, or sponsored access firms.
Member firms also may use
Supplemental MPIDs exclusively for
reporting information to facilities of the
FINRA, such as the FINRA/NASDAQ
Trade Reporting Facility.
Under Rule 7001(c), NASDAQ
provides a Primary MPID at no cost, and
Supplemental MPIDs for a fee of $1,000
per month, per additional identifier.
The Exchange also provides
Supplemental MPIDs at no cost if they
are used exclusively for reporting
information to facilities of FINRA. The
Exchange has not modified the fees
assessed for MPIDs since adopting Rule
7001(c) in July 2010.4 NASDAQ is
proposing to eliminate the distinction
between Primary and Supplemental
MPIDs and assess a fee of $500 per
month, per identifier. As is currently the
case, NASDAQ will not assess a fee for
MPIDs used exclusively for reporting to
the facilities of FINRA. A consequence
of the proposed change is that some
member firms will experience an overall
fee increase. Specifically, a member firm
that currently has only one MPID (a
‘‘Primary MPID’’ under the current rule)
would now have to pay $500 per month
for the MPID under the proposed
change, whereas that member firm pays
nothing under the current rule. A
member firm that has two MPIDs
currently, none of which are [sic] used
exclusively for reporting to the facilities
of FINRA, would experience no change
in the total monthly fee assessed for its
4 See Securities Exchange Act Release No. 62564
(July 23, 2010), 75 FR 44830 (July 29, 2010) (SR–
NASDAQ–2010–089).
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MPIDs.5 A member firm that has three
or more MPIDs, none of which are [sic]
used exclusively for reporting to the
facilities of FINRA, would experience a
fee reduction. The Exchange notes that
its membership fees will continue to
remain lower than the analogous fees
assessed by the New York Stock
Exchange for membership.6
2. Statutory Basis
NASDAQ believes that the proposed
rule change is consistent with the
provisions of Section 6 of the Act,7 in
general, and with Sections 6(b)(4) and
6(b)(5) of the Act,8 in particular, in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and issuers and
other persons using any facility or
system which NASDAQ operates or
controls, and is not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
NASDAQ believes that the proposed
simplification and uniform application
of the fee assessed for MPIDs is an
equitable allocation of a reasonable fee
because it removes a distinction from
the rule based on the number of MPIDs
held and allocates a lower per MPID fee
based strictly on the number of MPIDs
subscribed. Although the proposed rule
change reduces the per MPID fee
assessed, it will result in a higher fee for
some member firms that subscribe only
to a Primary MPID currently. The
Exchange believes that applying the
proposed fee to all MPIDs subscribed
that are used for Exchange trading
activity allocates the fee more precisely
with the benefit received. NASDAQ
notes that it incurs the same cost in
administering all MPIDs, including
what is currently known as a Primary
MPID. The Exchange believes that the
proposed fee is reasonable because it
lowers the fee to a level that more
closely aligns the costs NASDAQ incurs
in administering an individual MPID
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5 Such
a member firm currently receives the
Primary MPID at no cost and the Supplemental
MPID at $1,000 per month. Under the proposed
change, such a member firm would pay $500 per
month for each of the MPIDs, totaling $1,000 per
month.
6 The Exchange believes that the New York Stock
Exchange (‘‘NYSE’’) Trading License Fee is
analogous to membership fees of NASDAQ as they
both provide access to the trading facilities of their
respective exchanges. In this regard, NYSE assesses
an annual fee of $40,000 for the first two licenses
held by a member organization, and $25,000 for
each additional license. See https://www.nyse.com/
publicdocs/nyse/markets/nyse/NYSE_Price_
List.pdf. By contrast, NASDAQ would assess the
proposed monthly fee of $500 per MPID, an annual
membership fee of $3,000, and a trading rights fee
of $1,000 per month ($12,000 annually). See
NASDAQ Rule 7001(a).
7 15 U.S.C. 78f.
8 15 U.S.C. 78f(b)(4) and (5).
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with the fee received. NASDAQ
currently provides a Primary MPID at no
cost, while Supplemental MPIDs not
used exclusively for reporting to the
facilities of FINRA are assessed a fee.
NASDAQ had adopted the
Supplemental MPID fees in an effort to
help cover the costs of administering
MPIDs and to also bring efficiency to
their use by member firms.9 When it
adopted the Supplemental MPID fees,
NASDAQ noted that it had observed
that many member firms subscribed to
multiple MPIDs through which very
little activity occurred.10 NASDAQ
notes that the current fee structure has
had the desired effect. Accordingly,
NASDAQ now believes that reducing
the per MPID fee, yet applying it to all
MPIDs, is reasonable as it better aligns
the fees assessed for MPIDs with the
costs incurred by NASDAQ while also
retaining an incentive to use MPIDs
efficiently. NASDAQ anticipates that
the proposed change will result in an
overall increase in income received
from MPID subscription fees. The
Exchange believes that it is reasonable
to adjust fees from time to time so that
it can continue to make a profit on the
products and services it offers. Ensuring
that its products and services provide
the Exchange with a profit allows it
continue to offer and enhance such
products and services, such as MPIDs.
As noted above, the Exchange believes
it is more equitable to allocate the fees
on a per MPID basis because it better
aligns the fees assessed with the costs
incurred in offering MPIDs.
NASDAQ also believes that the
proposed rule change is not designed to
permit unfair discrimination between
member firms because the proposed fee
will be assessed based on the number of
MPIDs subscribed. The Exchange notes
that all member firms will be assessed
a fee for what is now considered a
Primary MPID. As a consequence,
member firms that currently subscribe
only to a Primary MPID and have no
Supplemental MPIDs or only
Supplemental MPIDs used exclusively
for reporting to the facilities of FINRA,
will experience a fee increase. Other
member firms, however, will either see
no increase in fee [sic] or experience a
fee reduction under the proposed
change. NASDAQ believes that the
proposed change is not unfairly
discriminatory because all subscribing
member firms will be assessed a fee for
what is currently known as a Primary
MPID. As noted above, all member firms
derive benefit from each MPID used in
transacting on NASDAQ, and NASDAQ
is adjusting the fee to ensure that each
subscribing member firm pays for the
benefit received.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ does not believe that the
proposed rule changes will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as
amended.11 NASDAQ does not believe
that the proposed rule change places an
unnecessary burden on competition
because it more equitably applies the fee
among subscribers. Specifically, the
proposed change ties the fee directly to
the number of MPIDs subscribed and
eliminates the free Primary MPID.
NASDAQ notes that, although all
member firms will have to pay a fee for
what is currently known as a Primary
MPID and some member firms will
experience a fee increase as a result of
the proposed change, such a change is
appropriate because it more closely
aligns the subscription fee assessed for
an MPID with the cost incurred by
NASDAQ in administering it and
ensures that offering the service is
profitable to the Exchange. As discussed
above, NASDAQ’s membership fees
remain lower than the analogous fees of
the NYSE, and membership fees are
subject to competition from other
exchanges. Accordingly, if the changes
proposed herein are unattractive to
market participants, it is likely that
NASDAQ will experience a decline in
membership and/or order flow as a
result.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing change has become
effective pursuant to Section 19(b)(3)(A)
of the Act,12 and paragraph (f) 13 of Rule
19b–4, 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
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
11 15
9 Supra
U.S.C. 78f(b)(8).
U.S.C. 78s(b)(3)(A).
13 17 CFR 240.19b–4(f)
note 4.
12 15
10 Id.
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Federal Register / Vol. 79, No. 234 / Friday, December 5, 2014 / Notices
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:
[FR Doc. 2014–28534 Filed 12–4–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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–2014–118 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.
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Kevin M. O’ Neill,
Deputy Secretary.
All submissions should refer to File
Number SR–NASDAQ–2014–118. 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–
NASDAQ–2014–118, and should be
submitted on or before December 26,
2014.
[Release No. 34–73706; File No. SR–
NYSEArca–2014–89]
15:07 Dec 04, 2014
Jkt 235001
2014.3 The Commission received no
comments on the proposal. On October
15, 2014, pursuant to Section 19(b)(2) of
the Act,4 the Commission designated a
longer period within which to either
approve the proposed rule change,
disapprove the proposed rule change, or
institute proceedings to determine
whether to disapprove the proposed
rule change.5 This order institutes
proceedings under Section 19(b)(2)(B) of
the Act 6 to determine whether to
approve or disapprove the proposed
rule change.
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Instituting
Proceedings To Determine Whether To
Approve or Disapprove Proposed Rule
Change Relating To Listing and
Trading of Shares of Eight PIMCO
Exchange-Traded Funds
II. Description of the Proposal
December 1, 2014.
A. Characteristics and Holdings of the
Funds 8
I. Introduction
On August 15, 2014, NYSE Arca, Inc.
(‘‘NYSEArca’’ or ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’ or
‘‘Exchange Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
list and trade shares of the following
eight PIMCO exchange-traded funds,
pursuant to NYSE Arca Equities Rule
8.600: PIMCO StocksPLUS® Absolute
Return Exchange-Traded Fund
(‘‘StocksPLUS AR Fund’’), PIMCO Small
Cap StocksPLUS® AR Strategy
Exchange-Traded Fund (‘‘Small Cap
StocksPLUS AR Fund’’), PIMCO
Fundamental IndexPLUS® AR
Exchange-Traded Fund (‘‘Fundamental
IndexPLUS Fund’’), PIMCO Small
Company Fundamental IndexPLUS® AR
Strategy Exchange-Traded Fund (‘‘Small
Company Fundamental IndexPLUS
Fund’’), PIMCO EM Fundamental
IndexPLUS® AR Strategy ExchangeTraded Fund (‘‘EM Fundamental
IndexPLUS Fund’’), PIMCO
International Fundamental IndexPLUS®
AR Strategy Exchange-Traded Fund
(‘‘International Fundamental
IndexPLUS Fund’’), PIMCO EM
StocksPLUS® AR Strategy ExchangeTraded Fund (‘‘EM StocksPLUS Fund’’),
and PIMCO International StocksPLUS®
AR Strategy Exchange-Traded Fund
(Unhedged) (‘‘International StocksPLUS
Fund’’) (each a ‘‘Fund’’ and collectively
the ‘‘Funds.’’). The proposed rule
change was published for comment in
the Federal Register on September 3,
14 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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The Exchange proposes to list and
trade shares (‘‘Shares’’) of the Funds
under NYSE Arca Equities Rule 8.600,
which governs the listing and trading of
Managed Fund Shares.7
1. Investment Objective and Principal
Holdings
Each Fund would seek total return
that exceeds the total return of its equity
securities index benchmark, and under
normal circumstances would seek to
achieve its investment objective by
investing in derivatives overlying its
benchmark and a portfolio of Fixed
Income Instruments (defined below),
which would be managed using an
absolute return approach. Typically, the
Funds would use derivative instruments
as a substitute for taking a position in
3 See Securities Exchange Act Release No. 72937
(Aug. 27, 2014), 79 FR 52385 (‘‘Notice’’).
4 15 U.S.C. 78s(b)(2).
5 See Securities Exchange Act Release No. 73364,
79 FR 62988 (Oct. 21, 2014). The Commission
determined that it was appropriate to designate a
longer period within which to take action on the
proposed rule change so that it has sufficient time
to consider the proposed rule change. Accordingly,
the Commission designated December 2, 2014 as
the date by which it should approve, disapprove,
or institute proceedings to determine whether to
disapprove the proposed rule change.
6 15 U.S.C. 78s(b)(2)(B).
7 A Managed Fund Share is a security that
represents an interest in an investment company
registered under the Investment Company Act of
1940 (15 U.S.C. 80a–1) (‘‘1940 Act’’) organized as
an open-end investment company or similar entity
that invests in a portfolio of securities selected by
its investment adviser consistent with its
investment objectives and policies. In contrast, an
open-end investment company that issues
Investment Company Units, listed and traded on
the Exchange under NYSE Arca Equities Rule
5.2(j)(3), seeks to provide investment results that
correspond generally to the price and yield
performance of a specific foreign or domestic stock
index, fixed income securities index or combination
thereof.
8 Additional information regarding the Shares and
the Funds, including investment strategy, risks,
creation and redemption procedures, portfolio
holdings, and investment restrictions, is included
in the Notice, supra note 3.
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Agencies
[Federal Register Volume 79, Number 234 (Friday, December 5, 2014)]
[Notices]
[Pages 72221-72223]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-28534]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73705; File No. SR-NASDAQ-2014-118]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Modify NASDAQ Rule 7001(c)
December 1, 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 26, 2014, The NASDAQ Stock Market LLC (``NASDAQ'' or the
``Exchange'') filed with the Securities and Exchange Commission
(``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.
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I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to modify NASDAQ Rule 7001(c) concerning
market maker participant identifier \3\ (``MPID'') fees. The Exchange
proposes to implement the proposed rule change on December 1, 2014.
---------------------------------------------------------------------------
\3\ When applied to a market maker, sometimes referred to as a
``maker participant identifier.''
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The text of the proposed rule change is available at
nasdaq.cchwallstreet.com, at NASDAQ's principal office, 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, NASDAQ 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
NASDAQ is proposing to amend the fees assessed under Rule 7001(c)
for MPIDs. MPIDs are special numerical identifiers assigned to certain
broker-dealers to identify the firms' transaction and quoting activity.
NASDAQ administers the assignment of MPIDs, which may be requested by a
broker-dealer for use on NASDAQ systems, reporting to Financial
Industry Regulatory Authority (``FINRA''), or a combination of the two.
NASDAQ member firms are provided with a Primary MPID upon gaining
NASDAQ membership, but may also request additional MPIDs. These
additional MPIDs are called Supplemental MPIDs and may be used by
member firms to separate orders or quotes entered into the NASDAQ
system for affiliates, segregated business units or trading desks, or
sponsored access firms. Member firms also may use Supplemental MPIDs
exclusively for reporting information to facilities of the FINRA, such
as the FINRA/NASDAQ Trade Reporting Facility.
Under Rule 7001(c), NASDAQ provides a Primary MPID at no cost, and
Supplemental MPIDs for a fee of $1,000 per month, per additional
identifier. The Exchange also provides Supplemental MPIDs at no cost if
they are used exclusively for reporting information to facilities of
FINRA. The Exchange has not modified the fees assessed for MPIDs since
adopting Rule 7001(c) in July 2010.\4\ NASDAQ is proposing to eliminate
the distinction between Primary and Supplemental MPIDs and assess a fee
of $500 per month, per identifier. As is currently the case, NASDAQ
will not assess a fee for MPIDs used exclusively for reporting to the
facilities of FINRA. A consequence of the proposed change is that some
member firms will experience an overall fee increase. Specifically, a
member firm that currently has only one MPID (a ``Primary MPID'' under
the current rule) would now have to pay $500 per month for the MPID
under the proposed change, whereas that member firm pays nothing under
the current rule. A member firm that has two MPIDs currently, none of
which are [sic] used exclusively for reporting to the facilities of
FINRA, would experience no change in the total monthly fee assessed for
its
[[Page 72222]]
MPIDs.\5\ A member firm that has three or more MPIDs, none of which are
[sic] used exclusively for reporting to the facilities of FINRA, would
experience a fee reduction. The Exchange notes that its membership fees
will continue to remain lower than the analogous fees assessed by the
New York Stock Exchange for membership.\6\
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\4\ See Securities Exchange Act Release No. 62564 (July 23,
2010), 75 FR 44830 (July 29, 2010) (SR-NASDAQ-2010-089).
\5\ Such a member firm currently receives the Primary MPID at no
cost and the Supplemental MPID at $1,000 per month. Under the
proposed change, such a member firm would pay $500 per month for
each of the MPIDs, totaling $1,000 per month.
\6\ The Exchange believes that the New York Stock Exchange
(``NYSE'') Trading License Fee is analogous to membership fees of
NASDAQ as they both provide access to the trading facilities of
their respective exchanges. In this regard, NYSE assesses an annual
fee of $40,000 for the first two licenses held by a member
organization, and $25,000 for each additional license. See https://www.nyse.com/publicdocs/nyse/markets/nyse/NYSE_Price_List.pdf. By
contrast, NASDAQ would assess the proposed monthly fee of $500 per
MPID, an annual membership fee of $3,000, and a trading rights fee
of $1,000 per month ($12,000 annually). See NASDAQ Rule 7001(a).
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2. Statutory Basis
NASDAQ believes that the proposed rule change is consistent with
the provisions of Section 6 of the Act,\7\ in general, and with
Sections 6(b)(4) and 6(b)(5) of the Act,\8\ in particular, in that it
provides for the equitable allocation of reasonable dues, fees and
other charges among members and issuers and other persons using any
facility or system which NASDAQ operates or controls, and is not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
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\7\ 15 U.S.C. 78f.
\8\ 15 U.S.C. 78f(b)(4) and (5).
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NASDAQ believes that the proposed simplification and uniform
application of the fee assessed for MPIDs is an equitable allocation of
a reasonable fee because it removes a distinction from the rule based
on the number of MPIDs held and allocates a lower per MPID fee based
strictly on the number of MPIDs subscribed. Although the proposed rule
change reduces the per MPID fee assessed, it will result in a higher
fee for some member firms that subscribe only to a Primary MPID
currently. The Exchange believes that applying the proposed fee to all
MPIDs subscribed that are used for Exchange trading activity allocates
the fee more precisely with the benefit received. NASDAQ notes that it
incurs the same cost in administering all MPIDs, including what is
currently known as a Primary MPID. The Exchange believes that the
proposed fee is reasonable because it lowers the fee to a level that
more closely aligns the costs NASDAQ incurs in administering an
individual MPID with the fee received. NASDAQ currently provides a
Primary MPID at no cost, while Supplemental MPIDs not used exclusively
for reporting to the facilities of FINRA are assessed a fee. NASDAQ had
adopted the Supplemental MPID fees in an effort to help cover the costs
of administering MPIDs and to also bring efficiency to their use by
member firms.\9\ When it adopted the Supplemental MPID fees, NASDAQ
noted that it had observed that many member firms subscribed to
multiple MPIDs through which very little activity occurred.\10\ NASDAQ
notes that the current fee structure has had the desired effect.
Accordingly, NASDAQ now believes that reducing the per MPID fee, yet
applying it to all MPIDs, is reasonable as it better aligns the fees
assessed for MPIDs with the costs incurred by NASDAQ while also
retaining an incentive to use MPIDs efficiently. NASDAQ anticipates
that the proposed change will result in an overall increase in income
received from MPID subscription fees. The Exchange believes that it is
reasonable to adjust fees from time to time so that it can continue to
make a profit on the products and services it offers. Ensuring that its
products and services provide the Exchange with a profit allows it
continue to offer and enhance such products and services, such as
MPIDs. As noted above, the Exchange believes it is more equitable to
allocate the fees on a per MPID basis because it better aligns the fees
assessed with the costs incurred in offering MPIDs.
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\9\ Supra note 4.
\10\ Id.
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NASDAQ also believes that the proposed rule change is not designed
to permit unfair discrimination between member firms because the
proposed fee will be assessed based on the number of MPIDs subscribed.
The Exchange notes that all member firms will be assessed a fee for
what is now considered a Primary MPID. As a consequence, member firms
that currently subscribe only to a Primary MPID and have no
Supplemental MPIDs or only Supplemental MPIDs used exclusively for
reporting to the facilities of FINRA, will experience a fee increase.
Other member firms, however, will either see no increase in fee [sic]
or experience a fee reduction under the proposed change. NASDAQ
believes that the proposed change is not unfairly discriminatory
because all subscribing member firms will be assessed a fee for what is
currently known as a Primary MPID. As noted above, all member firms
derive benefit from each MPID used in transacting on NASDAQ, and NASDAQ
is adjusting the fee to ensure that each subscribing member firm pays
for the benefit received.
B. Self-Regulatory Organization's Statement on Burden on Competition
NASDAQ does not believe that the proposed rule changes will result
in any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act, as amended.\11\ NASDAQ does not
believe that the proposed rule change places an unnecessary burden on
competition because it more equitably applies the fee among
subscribers. Specifically, the proposed change ties the fee directly to
the number of MPIDs subscribed and eliminates the free Primary MPID.
NASDAQ notes that, although all member firms will have to pay a fee for
what is currently known as a Primary MPID and some member firms will
experience a fee increase as a result of the proposed change, such a
change is appropriate because it more closely aligns the subscription
fee assessed for an MPID with the cost incurred by NASDAQ in
administering it and ensures that offering the service is profitable to
the Exchange. As discussed above, NASDAQ's membership fees remain lower
than the analogous fees of the NYSE, and membership fees are subject to
competition from other exchanges. Accordingly, if the changes proposed
herein are unattractive to market participants, it is likely that
NASDAQ will experience a decline in membership and/or order flow as a
result.
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\11\ 15 U.S.C. 78f(b)(8).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing change has become effective pursuant to Section
19(b)(3)(A) of the Act,\12\ and paragraph (f) \13\ of Rule 19b-4,
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 action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
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\12\ 15 U.S.C. 78s(b)(3)(A).
\13\ 17 CFR 240.19b-4(f)
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[[Page 72223]]
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-2014-118 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-NASDAQ-2014-118. 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-NASDAQ-2014-
118, and should be submitted on or before December 26, 2014.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
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\14\ 17 CFR 200.30-3(a)(12).
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Kevin M. O' Neill,
Deputy Secretary.
[FR Doc. 2014-28534 Filed 12-4-14; 8:45 am]
BILLING CODE 8011-01-P