Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Exchange Rules Regarding Trade Nullification and Price Adjustment, 78531-78533 [2014-30441]
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Federal Register / Vol. 79, No. 249 / Tuesday, December 30, 2014 / Notices
[Release No. 34–73913; File No. SR–
NYSEMKT–2014–95]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Designation of a
Longer Period for Commission Action
on a Proposed Rule Change Amending
Rule 13—Equities and Related Rules
Governing Order Types and Modifiers,
as modified by Partial Amendment
No. 1
19(b)(2) of the Act,6 designates February
18, 2015, as the date by which the
Commission should either approve or
disapprove or institute proceedings to
determine whether to disapprove the
proposed rule change (File Number SR–
NYSEMKT–2014–95).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Brent J. Fields,
Secretary.
SECURITIES AND EXCHANGE
COMMISSION
[FR Doc. 2014–30439 Filed 12–29–14; 8:45 am]
BILLING CODE 8011–01–P
mstockstill on DSK4VPTVN1PROD with NOTICES
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 73595
(November 14, 2014), 79 FR 69153.
4 See letter from Sudhir Bhattacharyya, Vice
President, New York Stock Exchange, to Kevin M.
O’Neill, Deputy Secretary, Commission, dated
November 14, 2014.
5 15 U.S.C. 78s(b)(2).
2 17
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73910; File No. SR–
NYSEMKT–2014–102]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending Exchange
Rules Regarding Trade Nullification
and Price Adjustment
December 22, 2014.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
10, 2014, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the 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 the Substance
of the Proposed Rule Change
The Exchange proposes to amend
exchange rules regarding trade
nullification and price adjustment. 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,
6 Id.
7 17
CFR 200.30–3(a)(31).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Frm 00151
Fmt 4703
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
December 22, 2014.
On October 31, 2014, NYSE MKT LLC
(‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend Exchange Rule 13—Equities and
other Exchange rules governing order
types and order modifiers. The
proposed rule change was published in
the Federal Register on November 20,
2014.3 On November 14, 2014, the
Exchange submitted Partial Amendment
No. 1 to the Commission and filed the
Partial Amendment No. 1 to the public
comment file.4 The Commission has
received no other comment on the
proposal.
Section 19(b)(2) of the Act 5 provides
that, within 45 days of the publication
of the notice of the filing of a proposed
rule change, or within such longer
period up to 90 days as the Commission
may designate if it finds such longer
period to be appropriate and publishes
its reasons for so finding or as to which
the self-regulatory organization
consents, the Commission shall either
approve the proposed rule change,
disapprove the proposed rule change, or
institute proceedings to determine
whether the proposed rule change
should be disapproved. The
Commission is extending this 45-day
time period.
The Commission finds that it is
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, as modified by Partial
Amendment No. 1. Accordingly, the
Commission, pursuant to Section
78531
Sfmt 4703
The Exchange is proposing to add
Rule 966NY, ‘‘Trade Nullification and
Price Adjustment Procedure.’’ 3 As
proposed, Rule 966NY would allow for
transactions to be nullified if both
parties to the transaction agree to the
nullification and allow the price of
executions to be adjusted if the price
adjustment is agreed to by both parties
to the transaction and authorized by the
Exchange.4 The Exchange is also
proposing to make other conforming
administrative changes to streamline the
rules governing this subject with the
Exchange’s rules.
Background
Currently, pursuant to Commentary
.02 of Rule 965NY, the Exchange allows
for parties to agree to nullify an
execution. Commentary .02 of Rule
965NY also states that once both parties
agree to the trade nullification, one
party must ‘‘promptly notify the
Exchange for dissemination of
cancellation information to the Options
Price Reporting Authority.’’ In addition,
the Exchange currently allows for a
mutual price adjustment for trades that
meet the obvious error (or catastrophic
error) requirements pursuant to
Exchange Rule 975NY if those mutual
agreements are done within specific
timeframes.5 The Exchange is now
proposing to relocate the
aforementioned trade nullification
language and add a provision to allow
parties to mutually adjust prices of
executions outside of those done in
obvious error. The Exchange’s proposal
is based upon similar rules of the
Chicago Board Options Exchange
3 The Exchange notes that there are efforts by the
exchanges to create a uniform trade nullification
and adjustment rule. Should the uniform rule be
approved and effective, the Exchange will amend
its rules appropriately.
4 The Exchange notes that, as proposed, Rule
966NY would only apply to trades that were
executed on the Exchange and, as such, any orders
that were either fully or partially routed to, or
executed, on another exchange would not be subject
to the proposed Rule 966NY.
5 See Rule 975NY(a)(3) and (7) and 975NY(d)(3).
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Federal Register / Vol. 79, No. 249 / Tuesday, December 30, 2014 / Notices
(‘‘CBOE’’) and Miami International
Securities Exchange, LLC (‘‘MIAX’’).6
mstockstill on DSK4VPTVN1PROD with NOTICES
Proposed Rule 966NY
The Exchange is proposing to add
Rule 966NY, ‘‘Trade Nullification and
Price Adjustment Procedure,’’ which
would: (a) Allow for any trades on the
Exchange to be nullified if both parties
to the trade agree to such nullification,
and (b) allow for prices of executions to
be adjusted if the price adjustment is
agreed upon by both parties to the trade
and authorized by the Exchange.7
As stated above, the Exchange
currently allows for trades to be
nullified based upon mutual
agreement.8 With the proposed addition
of Rule 966NY, the Exchange is only
renumbering and relocating this
provision and is not proposing a
substantive change to the rule itself. The
Exchange believes that having the
provision as a standalone rule would
make it easier for ATP Holders to locate.
In addition, the Exchange believes this
administrative change would streamline
the provisions surrounding this notion
to put in one place.
The Exchange is also proposing to add
a provision allowing ATP Holders to
mutually agree to adjust a price of an
execution. The Exchange believes this
provision is necessary given the benefits
of adjusting a trade price rather than
nullifying the trade completely. Because
options trades are used to hedge
transactions in other markets, including
securities and futures, many ATP
Holders, and their customers, would
rather adjust prices of executions rather
than nullify the transactions and, thus,
lose a hedge altogether. As such, the
Exchange believes it is in the best
interest of investors to allow for price
adjustments as well as nullifications. In
addition, the Exchange believes it is in
the nature of a fair and orderly market
to allow for price adjustments rather
than only cancellations because an
adjustment would result in the least
amount of disruption to the overall
market. The Exchange also notes that
current Exchange rules allow for prices
of trades to be adjusted at the consent
of both parties if such transactions are
within the current obvious error and
catastrophic error provisions.9 The
6 See CBOE Rule 6.19 and Securities Exchange
Act Release No. 72970 (September 3, 2014), 79 FR
53498 (September 9, 2014) (SR–CBOE–2014–066)
and MIAX Rule 531 and Release No. 73463 (October
29, 2014), 79 FR 65445 (November 4, 2014) (SR–
MIAX–2014–54).
7 See note 5 supra.
8 See Commentary .02 of Rule 965NY.
9 The Exchange notes that no changes are being
proposed to the procedures for nullification or
adjustment of a trade by mutual agreement in the
Exchanges’ obvious error and catastrophic error
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Exchange is now proposing to merely
allow this practice for any trade.
As proposed, Rule 966NY expressly
states that trades may be subject to
nullification or price adjustment only if
such trades are authorized by the
Exchange. The Exchange notes that this
process is very similar to the process
ATP Holders follow today for trade
nullification based upon mutual
consent. As described in more detail
above, Commentary .02 of current Rule
965NY allows two parties to agree to a
trade nullification and ‘‘notify the
Exchange for dissemination of
cancellation information to the Options
Price Reporting Authority.’’ The
Exchange is only slightly changing this
procedure by expressly requiring
Exchange authorization prior to the
effectuation of such nullification or
mutual price adjustment. The Exchange
would only authorize a proposed
nullification or adjustment if the
Exchange received verification from
both parties to the trade that a mutual
agreement has been made.10 In addition,
prior to an authorization for a mutual
price adjustment, the Exchange would
ensure the agreed upon price would
have been permissible and in
compliance with any applicable rules of
the Exchange and Securities and
Exchange Commission, as amended, at
the time the original transaction was
executed.11 Finally, the proposed rule
would state that the format and
information required by the Exchange
for this submission would be released
by the Exchange via Trader Update. As
such, prior to Rule 966NY becoming
operative, the Exchange would provide
ATP Holders with specific requirements
via an Exchange-issued Trader Update.
The Trader Update would, among other
things, state specific timeframes
required for requests and the format in
rules. See note 5 supra. With the effectiveness of
proposed Rule 966NY, ATP Holders would have
two options to choose from in order to have their
trades nullified or adjusted by mutual agreement: (i)
Request under the procedures of Rule 975NY
(including the timeframes); or (ii) request under the
procedures of Proposed Rule 966NY which requires
the authorization of the Exchange prior to the
nullification or adjustment. The Exchange believes
both provisions are complimentary [sic] in that they
provide protections in different situations under
procedures that are correspondingly appropriate
based on the situation in which a nullification or
an adjustment is requested.
10 Upon authorization, the Exchange will
continue to report any price adjustment or trade
nullification to the Options Price Reporting
Authority.
11 Specifically, the Exchange would ensure that
the mutually-agreed upon price would not have
traded through resting interest on the Exchange or
would have been in violation of Rule 991NY at the
time of the initial execution.
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Frm 00152
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Sfmt 4703
which the requests would be accepted
by the Exchange.
Administrative Changes
Finally, the Exchange is proposing to
make administrative conforming
changes to ensure Exchange rules on the
subject are consistent. More specifically,
the Exchange is proposing to delete
Commentary .02 of Rule 965NY. The
Exchange believes that deleting current
Commentary .02 to Exchange Rule
965NY would avoid any confusion with
the proposed Rule 966NY.
Conclusion
To conclude, the Exchange believes
that the proposed changes are in
furtherance of the Act because the
proposed Rule 966NY will allow ATP
Holders to agree to nullify transactions
or adjust prices of transactions to
maintain a fair and orderly market. As
stated above, the Exchange intends to
release a Trade [sic] Update to announce
the implementation of the Rule and
other specifics surrounding the
procedures of the implementation. In
addition, prior to implementation, the
Exchange will ensure it has proper
policies and procedures in place to
correctly administer the Rule.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) 12 of the
Act, in general, and furthers the
objectives of Section 6(b)(5),13 in
particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in regulating, clearing,
settling, processing information with
respect to, and facilitating transactions
in securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
Additionally, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) requirement that the
rules of an exchange not be designed to
permit unfair discrimination between
customers, issuers, brokers, or dealers.
More specifically, the Exchange
believes that the proposed changes are
consistent with the Act as they are
designed to promote just and equitable
principles and protect investors and the
public interest. In particular, the
Exchange believes the proposed change
to move the provision authorizing
parties to mutually agree to nullify a
12 15
13 15
E:\FR\FM\30DEN1.SGM
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
30DEN1
Federal Register / Vol. 79, No. 249 / Tuesday, December 30, 2014 / Notices
trade to a separate, stand-alone rule
protects investors by eliminating
confusion and making the provision
more clear. Because options trades are
used to hedge transactions in other
markets, including securities and
futures, many market participants
would rather adjust prices of executions
rather than nullify the transactions and,
thus, lose a hedge altogether. As such,
the Exchange believes it is in the best
interest of investors to allow for price
adjustments as well as nullifications. In
addition, the Exchange believes it is in
the nature of a fair and orderly market
to allow for price adjustments rather
than only cancellations because an
adjustment would result in the least
amount of disruption to the overall
market. Further, the Exchange believes
that, harmonizing its nullification and
adjustment rules with other options
markets would promote just and
equitable principles of trade by better
allowing the market participants to be
treated similarly across exchanges. The
Exchange also believes that the other
administrative changes would remove
impediments to and perfect the
mechanism of a fair and orderly market
as they are merely trying to create more
transparency in the Exchange’s rules.
Finally, the Exchange does not believe
that the proposed changes are unfairly
discriminatory because they will be
applied to all ATP Holders equally.
mstockstill on DSK4VPTVN1PROD with NOTICES
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed rule change is not designed to
address any aspect of competition,
whether between the Exchange and its
competitors, or among market
participants. Instead, the proposed rule
change is designed to adopt the
nullification and adjustment of trades
on similar terms to that of other options
exchanges.14
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
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 15 and Rule 19b–
4(f)(6) thereunder.16
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEMKT–2014–102 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–NYSEMKT–2014–102. 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.,
15 15
14 See
note 7 supra.
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21:42 Dec 29, 2014
16 17
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U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
Frm 00153
Fmt 4703
Sfmt 4703
78533
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEMKT–2014–102, and should be
submitted on or before January 20, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Brent J. Fields,
Secretary.
[FR Doc. 2014–30441 Filed 12–29–14; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73908; File No. SR–
NYSEArca–2014–85]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Approval of
Proposed Rule Change Relating to the
Listing and Trading of Shares of the
PIMCO Low Duration Investment Grade
Corporate Bond Active ExchangeTraded Fund Under NYSE Arca
Equities Rule 8.600
December 22, 2014.
I. Introduction
On October 23, 2014, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) 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 (‘‘Shares’’) of the
PIMCO Low Duration Investment Grade
Corporate Bond Active ExchangeTraded Fund (‘‘Fund’’) under NYSE
Arca Equities Rule 8.600. The proposed
rule change was published for comment
in the Federal Register on November 14,
2014.3 The Commission received no
comments on the proposal. This order
grants approval of the proposed rule
change.
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 73556
(Nov. 7, 2014), 79 FR 68330 (‘‘Notice’’).
1 15
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Agencies
[Federal Register Volume 79, Number 249 (Tuesday, December 30, 2014)]
[Notices]
[Pages 78531-78533]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2014-30441]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73910; File No. SR-NYSEMKT-2014-102]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed Rule Change Amending Exchange Rules
Regarding Trade Nullification and Price Adjustment
December 22, 2014.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on December 10, 2014, NYSE MKT LLC (the ``Exchange'' or ``NYSE
MKT'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by the self-regulatory
organization. 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 the
Substance of the Proposed Rule Change
The Exchange proposes to amend exchange rules regarding trade
nullification and price adjustment. 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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange is proposing to add Rule 966NY, ``Trade Nullification
and Price Adjustment Procedure.'' \3\ As proposed, Rule 966NY would
allow for transactions to be nullified if both parties to the
transaction agree to the nullification and allow the price of
executions to be adjusted if the price adjustment is agreed to by both
parties to the transaction and authorized by the Exchange.\4\ The
Exchange is also proposing to make other conforming administrative
changes to streamline the rules governing this subject with the
Exchange's rules.
---------------------------------------------------------------------------
\3\ The Exchange notes that there are efforts by the exchanges
to create a uniform trade nullification and adjustment rule. Should
the uniform rule be approved and effective, the Exchange will amend
its rules appropriately.
\4\ The Exchange notes that, as proposed, Rule 966NY would only
apply to trades that were executed on the Exchange and, as such, any
orders that were either fully or partially routed to, or executed,
on another exchange would not be subject to the proposed Rule 966NY.
---------------------------------------------------------------------------
Background
Currently, pursuant to Commentary .02 of Rule 965NY, the Exchange
allows for parties to agree to nullify an execution. Commentary .02 of
Rule 965NY also states that once both parties agree to the trade
nullification, one party must ``promptly notify the Exchange for
dissemination of cancellation information to the Options Price
Reporting Authority.'' In addition, the Exchange currently allows for a
mutual price adjustment for trades that meet the obvious error (or
catastrophic error) requirements pursuant to Exchange Rule 975NY if
those mutual agreements are done within specific timeframes.\5\ The
Exchange is now proposing to relocate the aforementioned trade
nullification language and add a provision to allow parties to mutually
adjust prices of executions outside of those done in obvious error. The
Exchange's proposal is based upon similar rules of the Chicago Board
Options Exchange
[[Page 78532]]
(``CBOE'') and Miami International Securities Exchange, LLC
(``MIAX'').\6\
---------------------------------------------------------------------------
\5\ See Rule 975NY(a)(3) and (7) and 975NY(d)(3).
\6\ See CBOE Rule 6.19 and Securities Exchange Act Release No.
72970 (September 3, 2014), 79 FR 53498 (September 9, 2014) (SR-CBOE-
2014-066) and MIAX Rule 531 and Release No. 73463 (October 29,
2014), 79 FR 65445 (November 4, 2014) (SR-MIAX-2014-54).
---------------------------------------------------------------------------
Proposed Rule 966NY
The Exchange is proposing to add Rule 966NY, ``Trade Nullification
and Price Adjustment Procedure,'' which would: (a) Allow for any trades
on the Exchange to be nullified if both parties to the trade agree to
such nullification, and (b) allow for prices of executions to be
adjusted if the price adjustment is agreed upon by both parties to the
trade and authorized by the Exchange.\7\
---------------------------------------------------------------------------
\7\ See note 5 supra.
---------------------------------------------------------------------------
As stated above, the Exchange currently allows for trades to be
nullified based upon mutual agreement.\8\ With the proposed addition of
Rule 966NY, the Exchange is only renumbering and relocating this
provision and is not proposing a substantive change to the rule itself.
The Exchange believes that having the provision as a standalone rule
would make it easier for ATP Holders to locate. In addition, the
Exchange believes this administrative change would streamline the
provisions surrounding this notion to put in one place.
---------------------------------------------------------------------------
\8\ See Commentary .02 of Rule 965NY.
---------------------------------------------------------------------------
The Exchange is also proposing to add a provision allowing ATP
Holders to mutually agree to adjust a price of an execution. The
Exchange believes this provision is necessary given the benefits of
adjusting a trade price rather than nullifying the trade completely.
Because options trades are used to hedge transactions in other markets,
including securities and futures, many ATP Holders, and their
customers, would rather adjust prices of executions rather than nullify
the transactions and, thus, lose a hedge altogether. As such, the
Exchange believes it is in the best interest of investors to allow for
price adjustments as well as nullifications. In addition, the Exchange
believes it is in the nature of a fair and orderly market to allow for
price adjustments rather than only cancellations because an adjustment
would result in the least amount of disruption to the overall market.
The Exchange also notes that current Exchange rules allow for prices of
trades to be adjusted at the consent of both parties if such
transactions are within the current obvious error and catastrophic
error provisions.\9\ The Exchange is now proposing to merely allow this
practice for any trade.
---------------------------------------------------------------------------
\9\ The Exchange notes that no changes are being proposed to the
procedures for nullification or adjustment of a trade by mutual
agreement in the Exchanges' obvious error and catastrophic error
rules. See note 5 supra. With the effectiveness of proposed Rule
966NY, ATP Holders would have two options to choose from in order to
have their trades nullified or adjusted by mutual agreement: (i)
Request under the procedures of Rule 975NY (including the
timeframes); or (ii) request under the procedures of Proposed Rule
966NY which requires the authorization of the Exchange prior to the
nullification or adjustment. The Exchange believes both provisions
are complimentary [sic] in that they provide protections in
different situations under procedures that are correspondingly
appropriate based on the situation in which a nullification or an
adjustment is requested.
---------------------------------------------------------------------------
As proposed, Rule 966NY expressly states that trades may be subject
to nullification or price adjustment only if such trades are authorized
by the Exchange. The Exchange notes that this process is very similar
to the process ATP Holders follow today for trade nullification based
upon mutual consent. As described in more detail above, Commentary .02
of current Rule 965NY allows two parties to agree to a trade
nullification and ``notify the Exchange for dissemination of
cancellation information to the Options Price Reporting Authority.''
The Exchange is only slightly changing this procedure by expressly
requiring Exchange authorization prior to the effectuation of such
nullification or mutual price adjustment. The Exchange would only
authorize a proposed nullification or adjustment if the Exchange
received verification from both parties to the trade that a mutual
agreement has been made.\10\ In addition, prior to an authorization for
a mutual price adjustment, the Exchange would ensure the agreed upon
price would have been permissible and in compliance with any applicable
rules of the Exchange and Securities and Exchange Commission, as
amended, at the time the original transaction was executed.\11\
Finally, the proposed rule would state that the format and information
required by the Exchange for this submission would be released by the
Exchange via Trader Update. As such, prior to Rule 966NY becoming
operative, the Exchange would provide ATP Holders with specific
requirements via an Exchange-issued Trader Update. The Trader Update
would, among other things, state specific timeframes required for
requests and the format in which the requests would be accepted by the
Exchange.
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\10\ Upon authorization, the Exchange will continue to report
any price adjustment or trade nullification to the Options Price
Reporting Authority.
\11\ Specifically, the Exchange would ensure that the mutually-
agreed upon price would not have traded through resting interest on
the Exchange or would have been in violation of Rule 991NY at the
time of the initial execution.
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Administrative Changes
Finally, the Exchange is proposing to make administrative
conforming changes to ensure Exchange rules on the subject are
consistent. More specifically, the Exchange is proposing to delete
Commentary .02 of Rule 965NY. The Exchange believes that deleting
current Commentary .02 to Exchange Rule 965NY would avoid any confusion
with the proposed Rule 966NY.
Conclusion
To conclude, the Exchange believes that the proposed changes are in
furtherance of the Act because the proposed Rule 966NY will allow ATP
Holders to agree to nullify transactions or adjust prices of
transactions to maintain a fair and orderly market. As stated above,
the Exchange intends to release a Trade [sic] Update to announce the
implementation of the Rule and other specifics surrounding the
procedures of the implementation. In addition, prior to implementation,
the Exchange will ensure it has proper policies and procedures in place
to correctly administer the Rule.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) \12\ of
the Act, in general, and furthers the objectives of Section
6(b)(5),\13\ in particular, in that it is designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in regulating, clearing, settling, processing
information with respect to, and facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest. Additionally, the Exchange
believes the proposed rule change is consistent with the Section
6(b)(5) requirement that the rules of an exchange not be designed to
permit unfair discrimination between customers, issuers, brokers, or
dealers.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
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More specifically, the Exchange believes that the proposed changes
are consistent with the Act as they are designed to promote just and
equitable principles and protect investors and the public interest. In
particular, the Exchange believes the proposed change to move the
provision authorizing parties to mutually agree to nullify a
[[Page 78533]]
trade to a separate, stand-alone rule protects investors by eliminating
confusion and making the provision more clear. Because options trades
are used to hedge transactions in other markets, including securities
and futures, many market participants would rather adjust prices of
executions rather than nullify the transactions and, thus, lose a hedge
altogether. As such, the Exchange believes it is in the best interest
of investors to allow for price adjustments as well as nullifications.
In addition, the Exchange believes it is in the nature of a fair and
orderly market to allow for price adjustments rather than only
cancellations because an adjustment would result in the least amount of
disruption to the overall market. Further, the Exchange believes that,
harmonizing its nullification and adjustment rules with other options
markets would promote just and equitable principles of trade by better
allowing the market participants to be treated similarly across
exchanges. The Exchange also believes that the other administrative
changes would remove impediments to and perfect the mechanism of a fair
and orderly market as they are merely trying to create more
transparency in the Exchange's rules. Finally, the Exchange does not
believe that the proposed changes are unfairly discriminatory because
they will be applied to all ATP Holders equally.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. The proposed rule change is not
designed to address any aspect of competition, whether between the
Exchange and its competitors, or among market participants. Instead,
the proposed rule change is designed to adopt the nullification and
adjustment of trades on similar terms to that of other options
exchanges.\14\
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\14\ See note 7 supra.
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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
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \15\ and Rule 19b-
4(f)(6) thereunder.\16\
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4(f)(6).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEMKT-2014-102 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-NYSEMKT-2014-102. This
file number should be included on the subject line if email is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSEMKT-2014-102, and should
be submitted on or before January 20, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
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\17\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2014-30441 Filed 12-29-14; 8:45 am]
BILLING CODE 8011-01-P