Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Its Price List Related to Fees for Trading Licenses To Extend the Current Fee Schedule to February 27, 2015 and To Implement New Trading License Fees Effective March 1, 2015, 1534-1537 [2015-00215]
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1534
Federal Register / Vol. 80, No. 7 / Monday, January 12, 2015 / Notices
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
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–
MIAX–2014–70 on the subject line.
tkelley on DSK3SPTVN1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–MIAX–2014–70. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly.
17:35 Jan 09, 2015
Jkt 235001
Brent J. Fields,
Secretary.
[FR Doc. 2015–00224 Filed 1–9–15; 8:45 am]
IV. Solicitation of Comments
VerDate Sep<11>2014
All submissions should refer to File
Number SR–MIAX–2014–70 and should
be submitted on or before February 2,
2015. For the Commission, by the
Division of Trading and Markets,
pursuant to delegated authority.11
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–73996; File No. SR–NYSE–
2014–74]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending Its
Price List Related to Fees for Trading
Licenses To Extend the Current Fee
Schedule to February 27, 2015 and To
Implement New Trading License Fees
Effective March 1, 2015
January 6, 2015.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on December
23, 2014, New York Stock Exchange
LLC (‘‘NYSE’’ or ‘‘Exchange’’) 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 Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Price List related to fees for trading
licenses to extend the current fee
schedule to February 27, 2015 and to
implement new trading license fees
effective March 1, 2015. 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.
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend its
Price List to extend the current fee
schedule to February 27, 2015 and to
implement new trading license fees
effective March 1, 2015.
NYSE Rule 300(b) provides that, in
each annual offering, up to 1,366 trading
licenses for the following calendar year
will be sold annually at a price per
trading license to be established each
year by the Exchange pursuant to a rule
filing submitted to the Securities and
Exchange Commission (‘‘Commission’’)
and that the price per trading license
will be published each year in the
Exchange’s Price List. Currently, the
Exchange charges an annual fee of
$40,000 per license for the first two
trading licenses held by a member
organization and $25,000 for each
additional trading license. For trading
licenses issued after July 1, 2013, fees
are prorated for the portion of the
calendar year that the trading license is
outstanding.4 However, if a member
organization is issued additional trading
licenses between July 1, 2013 and
December 31, 2014, and the total
number of trading licenses held by the
member organization between July 1,
2013 and December 31, 2014 is greater
than the total number of trading licenses
held by the member organization on
July 1, 2013, the member organization
would not be charged a prorated fee for
the period from July 3, 2013 to
December 31, 2014 for those additional
trading licenses above the number the
4 For a trading license that is in place for 15
calendar days or less in a calendar month, proration
for that month would be at a flat rate of $100 per
day with no tier pricing involved. For a trading
license that is in place for 16 calendar days or more
in a calendar month, proration for that month
would be computed based on the number of days
as applied to the applicable annual fee for the
trading license. See Price List at current n. 16.
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member organization held on July 1,
2013.5
For 2015, the Exchange proposes to
extend the current fee schedule relating
to trading license fees through February
27, 2015 and amend the trading license
fees effective March 1, 2015.
For the period between January 2,
2015 and February 27, 2015, the
Exchange proposes to retain the current
fee schedule relating to trading licenses,
including the fee relief for additional
licenses. As a result, an annual fee
would not apply to the number of
trading licenses issued to a member
organization between July 3, 2013 and
February 27, 2015 that exceeds the total
number of trading licenses held by the
member organization on July 1, 2013.
The Exchange proposes to maintain July
1, 2013 as the baseline date so that a
consistent point in time would be used
to determine how many trading licenses
for which a member organization would
be charged. The fee calculation for new
or merged member organizations would
also be extended. Thus, for any firm that
becomes a member organization after
July 1, 2013, the firm would be
considered to have one trading license
as of July 1, 2013 and charged a fee for
that one license through February 27,
2015. The Exchange proposes to extend
the current fee schedule for the first two
months of 2015 in order to maintain the
existing fee schedule relating to trading
licenses and provide member
organizations with advance notice of the
trading license fee changes that the
Exchange proposes to introduce on
March 1, 2015.
Effective March 1, 2015, the Exchange
proposes to charge an annual fee of
$50,000 for the first license held by a
member organization and $15,000 for
each additional license. The Exchange
proposes to eliminate the existing fee
relief for additional licenses and delete
the relevant text from current footnote
15.
The Exchange also proposes to
introduce a $25,000 annual
administrative fee for member
organizations that do not own a trading
license and agree to be regulated by the
5 See Securities Exchange Act Release No. 71215
(December 31, 2013), 79 FR 885 (January 7, 2014)
(SR–NYSE–2013–82). See also Price List at current
n. 15. If a firm becomes a member organization after
July 1, 2013, the firm is assigned a baseline of one
trading license and charged a prorated fee for that
license. Any trading licenses in addition to the first
trading license are not charged a prorated fee for the
period from July 3, 2013 to December 31, 2014. If
a member organization merges with another
member organization on or after July 1, 2013, the
total combined number of trading licenses held by
each member organization on July 1, 2013 is
considered the baseline number of trading licenses
for the successor member organization as of the date
of the merger. See generally id.
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17:35 Jan 09, 2015
Jkt 235001
Exchange pursuant to Rule 2(b)(ii)
(‘‘Regulated Only Members’’) to offset
the costs of this membership category.6
The Exchange proposes to continue
prorating license fees for any portion of
the year that a license may be
outstanding, including the
administrative fee for Regulated Only
members.7
The Exchange also proposes to correct
a typographical error in the heading of
the Price List where the word
‘‘Licenses’’ is misspelled.
The proposed change is not otherwise
intended to address any other issues,
and the Exchange is not aware of any
problems that members and member
organizations would have in complying
with the proposed change.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,8 in general, and
furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,9 in
particular, because it provides for the
equitable allocation of reasonable dues,
fees, and other charges among its
members, issuers and other persons
using its facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes that the
proposed change is reasonable because
maintaining the current fee structure
through February 27, 2014[sic],
including fee relief for the number of
trading licenses that exceeds the total
number of trading licenses held by the
member organization on July 1, 2013,
would maintain the existing fee
schedule relating to trading licenses
while at the same time providing
member organizations with a reasonable
period to assess the impact of the new
permanent fees the Exchange proposes
6 Rule 2(b)(ii) recognizes as ‘‘member
organizations’’ any registered broker or dealer that
is a member of the Financial Industry Regulatory
Authority (‘‘FINRA’’) or a registered securities
exchange consistent with the requirements of Rule
2(b)(i) and ‘‘which does not own a trading license
and agrees to be regulated by the Exchange as a
member organization and which the Exchange has
agreed to regulate.’’ Regulated Only Members
cannot enters orders on, or clear through, the
Exchange but are subject to regulation by the
Exchange, including periodic examination by
FINRA on the Exchange’s behalf.
7 See note 4, supra. Firms becoming member
organizations between January 2, 2015 and
February 27, 2015 would pay a prorated fee for one
license at the current rate of $40,000 until February
27, 2015 and then pay a prorated amount of the new
proposed fee of $50,000 for the remainder of 2015.
Firms becoming Regulated Only Members between
January 2, 2015 and February 27, 2015 would pay
no fee and would pay a prorated fee beginning
March 1, 2015 for the remainder of the year.
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(4) and (5).
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1535
for March 1, 2015 and effectuate an
orderly transition to the new fee
schedule. The Exchange believes that
maintaining the current fee structure for
the first two months of 2015 would also
continue to encourage member
organizations to hold additional trading
licenses during that time, which would
increase the number of market
participants trading on the floor of the
Exchange, thereby promoting liquidity,
price discovery and the opportunity for
price improvement for the benefit of all
market participants. The Exchange also
believes that it is reasonable to maintain
July 1, 2013 as the applicable baseline
date so that a consistent point in time
would be used to determine how many
trading licenses for which a member
organization would be charged, which
would continue to provide member
organizations with greater flexibility in
managing their personnel.
The Exchange further believes that the
proposal to maintain the current fee
schedule through February 27, 2015 is
equitable and not unfairly
discriminatory because all similarly
situated member organizations would
continue to be subject to the same
trading license fee structure and because
access to the Exchange’s market would
continue to be offered on fair and
nondiscriminatory terms. The Exchange
also believes that the proposal to
maintain the current fee schedule is
equitable and not unfairly
discriminatory because all member
organizations would continue to have
the opportunity to enjoy the benefits of
the fee relief with respect to additional
trading licenses. The Exchange believes
that it is equitable and not unfairly
discriminatory to continue to assign
new member organizations a baseline of
one trading license because this will
continue to encourage firms to become
member organizations, thereby
encouraging trading activity on the
Exchange, which benefits all market
participants.
The Exchange believes that the
proposal to institute a new fee structure
on March 1, 2015, which would
eliminate fee relief for additional
licenses and introduce a simpler model,
is reasonable because member
organizations would be able to purchase
the initial license for slightly more than
the current rate and add unlimited
additional licenses at a significantly
lower rate. The Exchange believes that
the proposed trading license change
would encourage additional firms to
become member organizations on the
Exchange, which would contribute to
the quality of the Exchange’s market and
increase the number of market
participants trading on the floor of the
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Exchange, thereby also promoting
liquidity, price discovery and the
opportunity for price improvement for
the benefit of all market participants.
The Exchange believes that the proposal
would increase the number of market
participants trading on the floor of the
Exchange and continue to provide
member organizations with greater
flexibility in managing their personnel.
The Exchange further believes that the
proposed new fee schedule is equitable
and not unfairly discriminatory because
all similarly situated member
organizations would continue to be
subject to the same trading license fee
structure and because access to the
Exchange’s market would continue to be
offered on fair and nondiscriminatory
terms. The Exchange further believes
that the proposal to introduce a $25,000
annual administrative fee for Regulated
Only Members is reasonable, equitable
and not unfairly discriminatory because
all member organizations that seek this
status under Rule 2(b)(ii) would be
subject to the same fee. The Exchange
also believes that it is equitable and not
unfairly discriminatory to subject
Regulated Only Members to an
administrative fee because such member
organizations are subject to the same
membership costs as non-Regulated
Only Members.
The Exchange also believes that
correcting a typographical error on the
Price List is consistent with the Act
because it would add greater clarity for
member organizations.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,10 the Exchange believes that the
proposed rule change would not impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. Instead, the
Exchange believes that the proposal to
maintain the current fee schedule
through February 27, 2015 would help
to remove a potential burden on
competition by making it easier for
member organizations to appropriately
staff the floor of the Exchange, which is
a key feature of the Exchange’s structure
for offering a fair and orderly market
and competing with other exchanges.
Further, the Exchange believes that the
proposed new fee schedule would also
contribute to making membership on
the Exchange as a member organization
more economical and could therefore
lead to increased competition on the
Exchange between member
organizations.
Finally, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily favor competing venues if they
deem fee levels at a particular venue to
be excessive or rebate opportunities
available at other venues to be more
favorable. In such an environment, the
Exchange must continually adjust its
fees and rebates to remain competitive
with other exchanges and with
alternative trading systems that have
been exempted from compliance with
the statutory standards applicable to
exchanges. Because competitors are free
to modify their own fees and credits in
response, and because market
participants may readily adjust their
order routing practices, the Exchange
believes that the degree to which fee
changes in this market may impose any
burden on competition is extremely
limited. As a result of all of these
considerations, the Exchange does not
believe that the proposed changes will
impair the ability of member
organizations or competing order
execution venues to maintain their
competitive standing in the financial
markets.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 11 of the Act and
subparagraph (f)(2) of Rule 19b–4 12
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 13 of the Act to
determine whether the proposed rule
11 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
13 15 U.S.C. 78s(b)(2)(B).
12 17
10 15
U.S.C. 78f(b)(8).
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change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
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–
NYSE–2014–74 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–NYSE–2014–74. 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 Section, 100 F Street NE.,
Washington, DC 20549–1090. Copies of
the filing will also be available for Web
site viewing and printing at the NYSE’s
principal office and on its Internet Web
site at www.nyse.com. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NYSE–
2014–74 and should be submitted on or
before February 2, 2015.
E:\FR\FM\12JAN1.SGM
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Federal Register / Vol. 80, No. 7 / Monday, January 12, 2015 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Brent J. Fields,
Secretary.
[FR Doc. 2015–00215 Filed 1–9–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74007; File No. SR–MIAX–
2014–69]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Its Fee Schedule
January 6, 2015.
Pursuant to the provisions of 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 December 24, 2014, Miami
International Securities Exchange LLC
(‘‘MIAX’’ or ‘‘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 Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend its Fee Schedule.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’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, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend its
current Priority Customer Rebate
Program (the ‘‘Program’’) to modify the
volume thresholds of tiers 3 and 4.3
Under the Program, the Exchange shall
credit each Member the per contract
amount set forth in the table below
resulting from each Priority Customer 4
order transmitted by that Member which
is executed on the Exchange in all
multiply-listed option classes
(excluding mini-options, Priority
Customer-to-Priority Customer Orders,
PRIME AOC Responses, PRIME Contraside Orders, PRIME Orders for which
both the Agency and Contra-side Order
are Priority Customers, and executions
related to contracts that are routed to
one or more exchanges in connection
with the Options Order Protection and
Locked/Crossed Market Plan referenced
in MIAX Rule 1400), provided the
Member meets certain volume
thresholds in a month as described
below. For each Priority Customer order
transmitted by that Member which is
executed electronically on the Exchange
in MIAX Select Symbols, MIAX shall
credit each member at the separate per
contract rate for MIAX Select Symbols.5
The volume thresholds are calculated
based on the customer average daily
volume over the course of the month.
Volume will be recorded for and credits
will be delivered to the Member Firm
that submits the order to the Exchange.
Percentage thresholds of national customer volume in multiply-listed options classes listed on MIAX (monthly)
0.00%–0.35% ...........................................................................................................................................................................................
Above 0.35%–0.50% ...............................................................................................................................................................................
Above 0.50%–1.50% ...............................................................................................................................................................................
Above 1.50%–2.00% ...............................................................................................................................................................................
Above 2.00% ...........................................................................................................................................................................................
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The Exchange will aggregate the
contracts resulting from Priority
Customer orders transmitted and
executed electronically on the Exchange
from affiliated Members for purposes of
the thresholds above, provided there is
at least 75% common ownership
between the firms as reflected on each
firm’s Form BD, Schedule A. In the
event of a MIAX System outage or other
interruption of electronic trading on
MIAX, the Exchange will adjust the
14 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 Nos. 72799
(August 8, 2014), 79 FR 47698 (August 14, 2014)
(SR–MIAX–2014–40); 72355 (June 10, 2014), 79 FR
34368 (June 16, 2014) (SR–MIAX–2014–25); 71698
(March 12, 2014), 79 FR 15185 (March 18, 2014)
1 15
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17:35 Jan 09, 2015
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1537
Per
contract
credit
$0.00
0.10
0.15
0.17
0.18
national customer volume in multiplylisted options for the duration of the
outage. A Member may request to
receive its credit under the Priority
Customer Rebate Program as a separate
direct payment.
In addition, the rebate payments will
be calculated from the first executed
contract at the applicable threshold per
contract credit with the rebate payments
made at the highest achieved volume
tier for each contract traded in that
month. For example, if Member Firm
XYZ, Inc. (‘‘XYZ’’) has enough Priority
Customer contracts to achieve 2.75% of
the national customer volume in
multiply-listed option contracts during
the month of October, XYZ will receive
a credit of $0.18 for each Priority
Customer contract executed in the
month of October.
The purpose of the Program is to
encourage Members to direct greater
Priority Customer trade volume to the
(SR–MIAX–2014–12); 71283 (January 10, 2014), 79
FR 2914 (January 16, 2014) (SR–MIAX–2013–63);
71009 (December 6, 2013), 78 FR 75629 (December
12, 2013) (SR–MIAX–2013–56).
4 The term ‘‘Priority Customer’’ means a person
or entity that (i) is not a broker or dealer in
securities, and (ii) does not place more than 390
orders in listed options per day on average during
a calendar month for its own beneficial accounts(s).
See MIAX Rule 100.
5 See Securities Exchange Release Nos. 71700
(March 12, 2014), 79 FR 15188 (March 18, 2014)
(SR–MIAX–2014–13); 72356 (June 10, 2014), 79 FR
34384 (June 16, 2014) (SR–MIAX–2014–26); 72567
(July 8, 2014), 79 FR 40818 (July 14, 2014) (SR–
MIAX–2014–34); 73328 (October 9, 2014), 79 FR
62230 (October 16, 2014) (SR–MIAX–2014–50).
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Agencies
[Federal Register Volume 80, Number 7 (Monday, January 12, 2015)]
[Notices]
[Pages 1534-1537]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-00215]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-73996; File No. SR-NYSE-2014-74]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Amending Its Price List Related to Fees for Trading Licenses To Extend
the Current Fee Schedule to February 27, 2015 and To Implement New
Trading License Fees Effective March 1, 2015
January 6, 2015.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby given
that on December 23, 2014, New York Stock Exchange LLC (``NYSE'' or
``Exchange'') 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.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend its Price List related to fees for
trading licenses to extend the current fee schedule to February 27,
2015 and to implement new trading license fees effective March 1, 2015.
The text of the proposed rule change is available on the Exchange's Web
site at www.nyse.com, at the principal office of the Exchange, and at
the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend its Price List to extend the current
fee schedule to February 27, 2015 and to implement new trading license
fees effective March 1, 2015.
NYSE Rule 300(b) provides that, in each annual offering, up to
1,366 trading licenses for the following calendar year will be sold
annually at a price per trading license to be established each year by
the Exchange pursuant to a rule filing submitted to the Securities and
Exchange Commission (``Commission'') and that the price per trading
license will be published each year in the Exchange's Price List.
Currently, the Exchange charges an annual fee of $40,000 per license
for the first two trading licenses held by a member organization and
$25,000 for each additional trading license. For trading licenses
issued after July 1, 2013, fees are prorated for the portion of the
calendar year that the trading license is outstanding.\4\ However, if a
member organization is issued additional trading licenses between July
1, 2013 and December 31, 2014, and the total number of trading licenses
held by the member organization between July 1, 2013 and December 31,
2014 is greater than the total number of trading licenses held by the
member organization on July 1, 2013, the member organization would not
be charged a prorated fee for the period from July 3, 2013 to December
31, 2014 for those additional trading licenses above the number the
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member organization held on July 1, 2013.\5\
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\4\ For a trading license that is in place for 15 calendar days
or less in a calendar month, proration for that month would be at a
flat rate of $100 per day with no tier pricing involved. For a
trading license that is in place for 16 calendar days or more in a
calendar month, proration for that month would be computed based on
the number of days as applied to the applicable annual fee for the
trading license. See Price List at current n. 16.
\5\ See Securities Exchange Act Release No. 71215 (December 31,
2013), 79 FR 885 (January 7, 2014) (SR-NYSE-2013-82). See also Price
List at current n. 15. If a firm becomes a member organization after
July 1, 2013, the firm is assigned a baseline of one trading license
and charged a prorated fee for that license. Any trading licenses in
addition to the first trading license are not charged a prorated fee
for the period from July 3, 2013 to December 31, 2014. If a member
organization merges with another member organization on or after
July 1, 2013, the total combined number of trading licenses held by
each member organization on July 1, 2013 is considered the baseline
number of trading licenses for the successor member organization as
of the date of the merger. See generally id.
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For 2015, the Exchange proposes to extend the current fee schedule
relating to trading license fees through February 27, 2015 and amend
the trading license fees effective March 1, 2015.
For the period between January 2, 2015 and February 27, 2015, the
Exchange proposes to retain the current fee schedule relating to
trading licenses, including the fee relief for additional licenses. As
a result, an annual fee would not apply to the number of trading
licenses issued to a member organization between July 3, 2013 and
February 27, 2015 that exceeds the total number of trading licenses
held by the member organization on July 1, 2013. The Exchange proposes
to maintain July 1, 2013 as the baseline date so that a consistent
point in time would be used to determine how many trading licenses for
which a member organization would be charged. The fee calculation for
new or merged member organizations would also be extended. Thus, for
any firm that becomes a member organization after July 1, 2013, the
firm would be considered to have one trading license as of July 1, 2013
and charged a fee for that one license through February 27, 2015. The
Exchange proposes to extend the current fee schedule for the first two
months of 2015 in order to maintain the existing fee schedule relating
to trading licenses and provide member organizations with advance
notice of the trading license fee changes that the Exchange proposes to
introduce on March 1, 2015.
Effective March 1, 2015, the Exchange proposes to charge an annual
fee of $50,000 for the first license held by a member organization and
$15,000 for each additional license. The Exchange proposes to eliminate
the existing fee relief for additional licenses and delete the relevant
text from current footnote 15.
The Exchange also proposes to introduce a $25,000 annual
administrative fee for member organizations that do not own a trading
license and agree to be regulated by the Exchange pursuant to Rule
2(b)(ii) (``Regulated Only Members'') to offset the costs of this
membership category.\6\
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\6\ Rule 2(b)(ii) recognizes as ``member organizations'' any
registered broker or dealer that is a member of the Financial
Industry Regulatory Authority (``FINRA'') or a registered securities
exchange consistent with the requirements of Rule 2(b)(i) and
``which does not own a trading license and agrees to be regulated by
the Exchange as a member organization and which the Exchange has
agreed to regulate.'' Regulated Only Members cannot enters orders
on, or clear through, the Exchange but are subject to regulation by
the Exchange, including periodic examination by FINRA on the
Exchange's behalf.
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The Exchange proposes to continue prorating license fees for any
portion of the year that a license may be outstanding, including the
administrative fee for Regulated Only members.\7\
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\7\ See note 4, supra. Firms becoming member organizations
between January 2, 2015 and February 27, 2015 would pay a prorated
fee for one license at the current rate of $40,000 until February
27, 2015 and then pay a prorated amount of the new proposed fee of
$50,000 for the remainder of 2015. Firms becoming Regulated Only
Members between January 2, 2015 and February 27, 2015 would pay no
fee and would pay a prorated fee beginning March 1, 2015 for the
remainder of the year.
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The Exchange also proposes to correct a typographical error in the
heading of the Price List where the word ``Licenses'' is misspelled.
The proposed change is not otherwise intended to address any other
issues, and the Exchange is not aware of any problems that members and
member organizations would have in complying with the proposed change.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\8\ in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5) of the Act,\9\ in
particular, because it provides for the equitable allocation of
reasonable dues, fees, and other charges among its members, issuers and
other persons using its facilities and does not unfairly discriminate
between customers, issuers, brokers or dealers.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that the proposed change is reasonable
because maintaining the current fee structure through February 27,
2014[sic], including fee relief for the number of trading licenses that
exceeds the total number of trading licenses held by the member
organization on July 1, 2013, would maintain the existing fee schedule
relating to trading licenses while at the same time providing member
organizations with a reasonable period to assess the impact of the new
permanent fees the Exchange proposes for March 1, 2015 and effectuate
an orderly transition to the new fee schedule. The Exchange believes
that maintaining the current fee structure for the first two months of
2015 would also continue to encourage member organizations to hold
additional trading licenses during that time, which would increase the
number of market participants trading on the floor of the Exchange,
thereby promoting liquidity, price discovery and the opportunity for
price improvement for the benefit of all market participants. The
Exchange also believes that it is reasonable to maintain July 1, 2013
as the applicable baseline date so that a consistent point in time
would be used to determine how many trading licenses for which a member
organization would be charged, which would continue to provide member
organizations with greater flexibility in managing their personnel.
The Exchange further believes that the proposal to maintain the
current fee schedule through February 27, 2015 is equitable and not
unfairly discriminatory because all similarly situated member
organizations would continue to be subject to the same trading license
fee structure and because access to the Exchange's market would
continue to be offered on fair and nondiscriminatory terms. The
Exchange also believes that the proposal to maintain the current fee
schedule is equitable and not unfairly discriminatory because all
member organizations would continue to have the opportunity to enjoy
the benefits of the fee relief with respect to additional trading
licenses. The Exchange believes that it is equitable and not unfairly
discriminatory to continue to assign new member organizations a
baseline of one trading license because this will continue to encourage
firms to become member organizations, thereby encouraging trading
activity on the Exchange, which benefits all market participants.
The Exchange believes that the proposal to institute a new fee
structure on March 1, 2015, which would eliminate fee relief for
additional licenses and introduce a simpler model, is reasonable
because member organizations would be able to purchase the initial
license for slightly more than the current rate and add unlimited
additional licenses at a significantly lower rate. The Exchange
believes that the proposed trading license change would encourage
additional firms to become member organizations on the Exchange, which
would contribute to the quality of the Exchange's market and increase
the number of market participants trading on the floor of the
[[Page 1536]]
Exchange, thereby also promoting liquidity, price discovery and the
opportunity for price improvement for the benefit of all market
participants. The Exchange believes that the proposal would increase
the number of market participants trading on the floor of the Exchange
and continue to provide member organizations with greater flexibility
in managing their personnel.
The Exchange further believes that the proposed new fee schedule is
equitable and not unfairly discriminatory because all similarly
situated member organizations would continue to be subject to the same
trading license fee structure and because access to the Exchange's
market would continue to be offered on fair and nondiscriminatory
terms. The Exchange further believes that the proposal to introduce a
$25,000 annual administrative fee for Regulated Only Members is
reasonable, equitable and not unfairly discriminatory because all
member organizations that seek this status under Rule 2(b)(ii) would be
subject to the same fee. The Exchange also believes that it is
equitable and not unfairly discriminatory to subject Regulated Only
Members to an administrative fee because such member organizations are
subject to the same membership costs as non-Regulated Only Members.
The Exchange also believes that correcting a typographical error on
the Price List is consistent with the Act because it would add greater
clarity for member organizations.
For these reasons, the Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\10\ the Exchange
believes that the proposed rule change would not impose any burden on
competition that is not necessary or appropriate in furtherance of the
purposes of the Act. Instead, the Exchange believes that the proposal
to maintain the current fee schedule through February 27, 2015 would
help to remove a potential burden on competition by making it easier
for member organizations to appropriately staff the floor of the
Exchange, which is a key feature of the Exchange's structure for
offering a fair and orderly market and competing with other exchanges.
Further, the Exchange believes that the proposed new fee schedule would
also contribute to making membership on the Exchange as a member
organization more economical and could therefore lead to increased
competition on the Exchange between member organizations.
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\10\ 15 U.S.C. 78f(b)(8).
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Finally, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing venues if they deem fee levels at a particular venue to be
excessive or rebate opportunities available at other venues to be more
favorable. In such an environment, the Exchange must continually adjust
its fees and rebates to remain competitive with other exchanges and
with alternative trading systems that have been exempted from
compliance with the statutory standards applicable to exchanges.
Because competitors are free to modify their own fees and credits in
response, and because market participants may readily adjust their
order routing practices, the Exchange believes that the degree to which
fee changes in this market may impose any burden on competition is
extremely limited. As a result of all of these considerations, the
Exchange does not believe that the proposed changes will impair the
ability of member organizations or competing order execution venues to
maintain their competitive standing in the financial markets.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \11\ of the Act and subparagraph (f)(2) of Rule
19b-4 \12\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
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\11\ 15 U.S.C. 78s(b)(3)(A).
\12\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \13\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\13\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSE-2014-74 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-NYSE-2014-74. 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 Section, 100 F Street
NE., Washington, DC 20549-1090. Copies of the filing will also be
available for Web site viewing and printing at the NYSE's principal
office and on its Internet Web site at www.nyse.com. All comments
received will be posted without change; the Commission does not edit
personal identifying information from submissions. You should submit
only information that you wish to make available publicly. All
submissions should refer to File Number SR-NYSE-2014-74 and should be
submitted on or before February 2, 2015.
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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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Brent J. Fields,
Secretary.
[FR Doc. 2015-00215 Filed 1-9-15; 8:45 am]
BILLING CODE 8011-01-P