Self-Regulatory Organizations; Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Its Fee Schedule, 1537-1539 [2015-00223]
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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% ...........................................................................................................................................................................................
tkelley on DSK3SPTVN1PROD with NOTICES
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).
PO 00000
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12JAN1
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Federal Register / Vol. 80, No. 7 / Monday, January 12, 2015 / Notices
Exchange. Increased Priority Customer
volume will provide for greater
liquidity, which benefits all market
participants. The practice of
incentivizing increased retail customer
order flow in order to attract
professional liquidity providers
(Market-Makers) is, and has been,
commonly practiced in the options
markets. As such, marketing fee
programs,6 and customer posting
incentive programs,7 are based on
attracting public customer order flow.
The Program similarly intends to attract
Priority Customer order flow, which
will increase liquidity, thereby
providing greater trading opportunities
and tighter spreads for other market
participants and causing a
corresponding increase in order flow
from such other market participants.
The specific volume thresholds of the
Program’s tiers were set based upon
business determinations and an analysis
of current volume levels. The volume
thresholds are intended to incentivize
firms that route some Priority Customer
orders to the Exchange to increase the
number of orders that are sent to the
Exchange to achieve the next threshold
and to incent new participants to send
Priority Customer orders as well.
Increasing the number of orders sent to
the Exchange will in turn provide
tighter and more liquid markets, and
therefore attract more business overall.
Similarly, the different credit rates at
the different tier levels were based on an
analysis of revenue and volume levels
and are intended to provide increasing
‘‘rewards’’ for increasing the volume of
trades sent to the Exchange. The specific
amounts of the tiers and rates were set
in order to encourage suppliers of
Priority Customer order flow to reach
for higher tiers.
The credits paid out as part of the
program will be drawn from the general
revenues of the Exchange.8 The
Exchange calculates volume thresholds
on a monthly basis.
The proposed changes will become
operative on January 1, 2015.
2. Statutory Basis
The Exchange believes that its
proposal to amend its fee schedule is
consistent with Section 6(b) of the Act 9
6 See
MIAX Fee Schedule, Section 1(b).
NYSE Arca, Inc. Fees Schedule, page 4
(section titled ‘‘Customer Monthly Posting Credit
Tiers and Qualifications for Executions in Penny
Pilot Issues’’).
8 Despite providing credits under the Program,
the Exchange represents that it will continue to
have adequate resources to fund its regulatory
program and fulfill its responsibilities as a selfregulatory organization while the Program will be
in effect.
9 15 U.S.C. 78f(b).
tkelley on DSK3SPTVN1PROD with NOTICES
7 See
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Jkt 235001
in general, and furthers the objectives of
Section 6(b)(4) of the Act 10 in
particular, in that it is an equitable
allocation of reasonable fees and other
charges among Exchange members.
The Exchange believes that the
proposed Priority Customer Rebate
Program is fair, equitable and not
unreasonably discriminatory. The
Program is reasonably designed because
it will incent providers of Priority
Customer order flow to send that
Priority Customer order flow to the
Exchange in order to receive a credit in
a manner that enables the Exchange to
improve its overall competitiveness and
strengthen its market quality for all
market participants. The Program is also
reasonably designed because the
proposed credits are within the range of
credits assessed by other exchanges
employing similar rebate programs. The
proposed rebate program is fair and
equitable and not unreasonably
discriminatory because it will apply
equally to all Priority Customer orders.
All similarly situated Priority Customer
orders are subject to the same rebate
schedule, and access to the Exchange is
offered on terms that are not unfairly
discriminatory. In addition, the Program
is equitable and not unfairly
discriminatory because, while only
Priority Customer order flow qualifies
for the Program, an increase in Priority
Customer order flow will bring greater
volume and liquidity, which benefit all
market participants by providing more
trading opportunities and tighter
spreads. Similarly, offering increasing
credits for executing higher percentages
of total national customer volume
(increased credit rates at increased
volume tiers) is equitable and not
unfairly discriminatory because such
increased rates and tiers encourage
Members to direct increased amounts of
Priority Customer contracts to the
Exchange. Market participants want to
trade with Priority Customer order flow.
To the extent Priority Customer order
flow is increased by the proposal,
market participants will increasingly
compete for the opportunity to trade on
the Exchange including sending more
orders and providing narrower and
larger sized quotations in the effort to
trade with such Priority Customer order
flow. The resulting increased volume
and liquidity will benefit those
Members who receive the lower tier
levels, or do not qualify for the Program
at all, by providing more trading
opportunities and tighter spreads.
Limiting the Program to multiplylisted options classes listed on MIAX is
reasonable because those parties trading
10 15
PO 00000
U.S.C. 78f(b)(4).
Frm 00046
Fmt 4703
Sfmt 4703
heavily in multiply-listed classes will
receive a credit for such trading, and is
equitable and not unfairly
discriminatory because the Exchange
does not trade any singly-listed
products at this time. If at such time the
Exchange develops proprietary
products, the Exchange anticipates
having to devote a lot of resources to
develop them, and therefore would need
to retain funds collected in order to
recoup those expenditures.
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
Exchange believes that the proposed
change would increase both intermarket
and intramarket competition by
incenting Members to direct their
Priority Customer orders to the
Exchange, which will enhance the
quality of quoting and increase the
volume of contracts traded here. To the
extent that there is additional
competitive burden on non-Priority
Customers, the Exchange believes that
this is appropriate because the rebate
program should incent Members to
direct additional order flow to the
Exchange and thus provide additional
liquidity that enhances the quality of its
markets and increases the volume of
contracts traded here. To the extent that
this purpose is achieved, all the
Exchange’s market participants should
benefit from the improved market
liquidity. Enhanced market quality and
increased transaction volume that
results from the anticipated increase in
order flow directed to the Exchange will
benefit all market participants and
improve competition on the Exchange.
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. In such an environment, the
Exchange must continually adjust its
fees to remain competitive with other
exchanges and to attract order flow to
the Exchange. The Exchange believes
that the proposed rule change reflects
this competitive environment because it
reduces the Exchange’s fees in a manner
that encourages market participants to
direct their customer order flow, to
provide liquidity, and to attract
additional transaction volume to the
Exchange. Given the robust competition
for volume among options markets,
many of which offer the same products,
implementing a volume based customer
rebate program to attract order flow like
E:\FR\FM\12JAN1.SGM
12JAN1
Federal Register / Vol. 80, No. 7 / Monday, January 12, 2015 / Notices
the one being proposed in this filing is
consistent with the above-mentioned
goals of the Act. This is especially true
for the smaller options markets, such as
MIAX, which is competing for volume
with much larger exchanges that
dominate the options trading industry.
MIAX has a nominal percentage of the
average daily trading volume in options,
so it is unlikely that the customer rebate
program could cause any competitive
harm to the options market or to market
participants. Rather, the customer rebate
program is a modest attempt by a small
options market to attract order volume
away from larger competitors by
adopting an innovative pricing strategy.
The Exchange notes that if the rebate
program resulted in a modest percentage
increase in the average daily trading
volume in options executing on MIAX,
while such percentage would represent
a large volume increase for MIAX, it
would represent a minimal reduction in
volume of its larger competitors in the
industry. The Exchange believes that the
proposal will help further competition,
because market participants will have
yet another additional option in
determining where to execute orders
and post liquidity if they factor the
benefits of a customer rebate program
into the determination.
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.
tkelley on DSK3SPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.11 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. If the Commission
takes such action, the Commission shall
institute proceedings to determine
whether the proposed rule should be
approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–74002; File No. SR–BX–
2014–061]
• 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–2014–69 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–MIAX–2014–69. 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.
All submissions should refer to File
Number SR–MIAX–2014–69 and should
be submitted on or before February 2,
2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Brent J. Fields,
Secretary.
[FR Doc. 2015–00223 Filed 1–9–15; 8:45 am]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change to Modify BX’s
Rule Governing Modification of Orders
in the Event of an Issuer Corporate
Action Related to a Dividend, Payment
or Distribution
January 6, 2015.
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
23, 2014, NASDAQ OMX BX, Inc. (‘‘BX’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the 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 text of the proposed rule
change is available on the Exchange’s
Web site at https://
nasdaqomxbx.cchwallstreet.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
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
BX Rule 4761 addresses the treatment
of quotes/orders in securities that are
the subject of issuer corporate actions
BILLING CODE 8011–01–P
1 15
11 15
U.S.C. 78s(b)(3)(A)(ii).
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CFR 200.30–3(a)(12).
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E:\FR\FM\12JAN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
12JAN1
Agencies
[Federal Register Volume 80, Number 7 (Monday, January 12, 2015)]
[Notices]
[Pages 1537-1539]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-00223]
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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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange 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 Contra-side 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.
---------------------------------------------------------------------------
\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) (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).
------------------------------------------------------------------------
Per
Percentage thresholds of national customer volume in contract
multiply-listed options classes listed on MIAX (monthly) credit
------------------------------------------------------------------------
0.00%-0.35%................................................ $0.00
Above 0.35%-0.50%.......................................... 0.10
Above 0.50%-1.50%.......................................... 0.15
Above 1.50%-2.00%.......................................... 0.17
Above 2.00%................................................ 0.18
------------------------------------------------------------------------
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 national customer volume in multiply-listed
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
[[Page 1538]]
Exchange. Increased Priority Customer volume will provide for greater
liquidity, which benefits all market participants. The practice of
incentivizing increased retail customer order flow in order to attract
professional liquidity providers (Market-Makers) is, and has been,
commonly practiced in the options markets. As such, marketing fee
programs,\6\ and customer posting incentive programs,\7\ are based on
attracting public customer order flow. The Program similarly intends to
attract Priority Customer order flow, which will increase liquidity,
thereby providing greater trading opportunities and tighter spreads for
other market participants and causing a corresponding increase in order
flow from such other market participants.
---------------------------------------------------------------------------
\6\ See MIAX Fee Schedule, Section 1(b).
\7\ See NYSE Arca, Inc. Fees Schedule, page 4 (section titled
``Customer Monthly Posting Credit Tiers and Qualifications for
Executions in Penny Pilot Issues'').
---------------------------------------------------------------------------
The specific volume thresholds of the Program's tiers were set
based upon business determinations and an analysis of current volume
levels. The volume thresholds are intended to incentivize firms that
route some Priority Customer orders to the Exchange to increase the
number of orders that are sent to the Exchange to achieve the next
threshold and to incent new participants to send Priority Customer
orders as well. Increasing the number of orders sent to the Exchange
will in turn provide tighter and more liquid markets, and therefore
attract more business overall. Similarly, the different credit rates at
the different tier levels were based on an analysis of revenue and
volume levels and are intended to provide increasing ``rewards'' for
increasing the volume of trades sent to the Exchange. The specific
amounts of the tiers and rates were set in order to encourage suppliers
of Priority Customer order flow to reach for higher tiers.
The credits paid out as part of the program will be drawn from the
general revenues of the Exchange.\8\ The Exchange calculates volume
thresholds on a monthly basis.
---------------------------------------------------------------------------
\8\ Despite providing credits under the Program, the Exchange
represents that it will continue to have adequate resources to fund
its regulatory program and fulfill its responsibilities as a self-
regulatory organization while the Program will be in effect.
---------------------------------------------------------------------------
The proposed changes will become operative on January 1, 2015.
2. Statutory Basis
The Exchange believes that its proposal to amend its fee schedule
is consistent with Section 6(b) of the Act \9\ in general, and furthers
the objectives of Section 6(b)(4) of the Act \10\ in particular, in
that it is an equitable allocation of reasonable fees and other charges
among Exchange members.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that the proposed Priority Customer Rebate
Program is fair, equitable and not unreasonably discriminatory. The
Program is reasonably designed because it will incent providers of
Priority Customer order flow to send that Priority Customer order flow
to the Exchange in order to receive a credit in a manner that enables
the Exchange to improve its overall competitiveness and strengthen its
market quality for all market participants. The Program is also
reasonably designed because the proposed credits are within the range
of credits assessed by other exchanges employing similar rebate
programs. The proposed rebate program is fair and equitable and not
unreasonably discriminatory because it will apply equally to all
Priority Customer orders. All similarly situated Priority Customer
orders are subject to the same rebate schedule, and access to the
Exchange is offered on terms that are not unfairly discriminatory. In
addition, the Program is equitable and not unfairly discriminatory
because, while only Priority Customer order flow qualifies for the
Program, an increase in Priority Customer order flow will bring greater
volume and liquidity, which benefit all market participants by
providing more trading opportunities and tighter spreads. Similarly,
offering increasing credits for executing higher percentages of total
national customer volume (increased credit rates at increased volume
tiers) is equitable and not unfairly discriminatory because such
increased rates and tiers encourage Members to direct increased amounts
of Priority Customer contracts to the Exchange. Market participants
want to trade with Priority Customer order flow. To the extent Priority
Customer order flow is increased by the proposal, market participants
will increasingly compete for the opportunity to trade on the Exchange
including sending more orders and providing narrower and larger sized
quotations in the effort to trade with such Priority Customer order
flow. The resulting increased volume and liquidity will benefit those
Members who receive the lower tier levels, or do not qualify for the
Program at all, by providing more trading opportunities and tighter
spreads.
Limiting the Program to multiply-listed options classes listed on
MIAX is reasonable because those parties trading heavily in multiply-
listed classes will receive a credit for such trading, and is equitable
and not unfairly discriminatory because the Exchange does not trade any
singly-listed products at this time. If at such time the Exchange
develops proprietary products, the Exchange anticipates having to
devote a lot of resources to develop them, and therefore would need to
retain funds collected in order to recoup those expenditures.
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 Exchange believes that the
proposed change would increase both intermarket and intramarket
competition by incenting Members to direct their Priority Customer
orders to the Exchange, which will enhance the quality of quoting and
increase the volume of contracts traded here. To the extent that there
is additional competitive burden on non-Priority Customers, the
Exchange believes that this is appropriate because the rebate program
should incent Members to direct additional order flow to the Exchange
and thus provide additional liquidity that enhances the quality of its
markets and increases the volume of contracts traded here. To the
extent that this purpose is achieved, all the Exchange's market
participants should benefit from the improved market liquidity.
Enhanced market quality and increased transaction volume that results
from the anticipated increase in order flow directed to the Exchange
will benefit all market participants and improve competition on the
Exchange. 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. In such
an environment, the Exchange must continually adjust its fees to remain
competitive with other exchanges and to attract order flow to the
Exchange. The Exchange believes that the proposed rule change reflects
this competitive environment because it reduces the Exchange's fees in
a manner that encourages market participants to direct their customer
order flow, to provide liquidity, and to attract additional transaction
volume to the Exchange. Given the robust competition for volume among
options markets, many of which offer the same products, implementing a
volume based customer rebate program to attract order flow like
[[Page 1539]]
the one being proposed in this filing is consistent with the above-
mentioned goals of the Act. This is especially true for the smaller
options markets, such as MIAX, which is competing for volume with much
larger exchanges that dominate the options trading industry. MIAX has a
nominal percentage of the average daily trading volume in options, so
it is unlikely that the customer rebate program could cause any
competitive harm to the options market or to market participants.
Rather, the customer rebate program is a modest attempt by a small
options market to attract order volume away from larger competitors by
adopting an innovative pricing strategy. The Exchange notes that if the
rebate program resulted in a modest percentage increase in the average
daily trading volume in options executing on MIAX, while such
percentage would represent a large volume increase for MIAX, it would
represent a minimal reduction in volume of its larger competitors in
the industry. The Exchange believes that the proposal will help further
competition, because market participants will have yet another
additional option in determining where to execute orders and post
liquidity if they factor the benefits of a customer rebate program into
the determination.
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 rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\11\ 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. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
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\11\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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-MIAX-2014-69 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-MIAX-2014-69. 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.
All submissions should refer to File Number SR-MIAX-2014-69 and
should be submitted on or before February 2, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2015-00223 Filed 1-9-15; 8:45 am]
BILLING CODE 8011-01-P