Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Regarding the Extranet Access Fee, 2145-2148 [2015-00528]
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Federal Register / Vol. 80, No. 10 / Thursday, January 15, 2015 / Notices
believe that alternatives offer them
better value. Accordingly, the Exchange
does not believe that the proposed
change will impair the ability of
Members or competing venues to
maintain their competitive standing in
the financial markets.
ADV and TCV Definitions
The proposal to exclude shares from
January 12, 2015 up to and including
January 16, 2015 from the ADV and TCV
calculations is intended to allow
Members additional time to monitor the
migration of the Exchange onto BATS
technology. Accordingly, the Exchange
does not believe that the proposed
change will impair the ability of
Members or competing venues to
maintain their competitive standing in
the financial markets. The proposed
change will help to promote intramarket
competition by avoiding a penalty
Members that might otherwise qualify
for certain tiered pricing but that,
because of the technology migration, did
not participate on the Exchange to the
extent that they might have otherwise
participated. The proposed rule change
will not have an impact on intermarket
[sic] competition as it will apply to all
Members equally.
rljohnson on DSK3VPTVN1PROD with NOTICES
Membership Fees
The Exchange believes that increasing
the annual Membership Fee and
removing the Trading Rights Fee and
MPID Fee would not impose any burden
on competition that is not necessary or
appropriate in furtherance of the
purposes of the Act. The Exchange’s
membership fees continue to be lower
than the cost of membership on other
exchanges,14 and therefore, may
stimulate intramarket [sic] competition
by attracting additional firms to become
Members on the Exchange. In addition,
membership fees are subject to
competition from other exchanges.
Accordingly, if the changes proposed
herein are unattractive to market
participants, it is likely the Exchange
will see a decline in membership and/
or trading activity as a result. The
proposed fee change will not impact
intermarket [sic] competition because it
will apply to all Members equally.
Non-Substantive Clarifying Changes
The Exchange believes that nonsubstantive, clarifying changes to the
Fee Schedule would not affect
14 See, e.g., NASDAQ Rule 7001(a) (assessing an
$3,000 annual membership fee); New York Stock
Exchange Price List 2011, at https://www.nyse.com/
publicdocs/nyse/markets/nyse/NYSE_Price_List.pdf
(assessing a $40,000 annual trading license fee for
the first two licenses held by a member
organization).
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intermarket nor intramarket competition
because none of these changes are
designed to amend any fee or rebate or
alter the manner in which the Exchange
assesses fees or calculates rebates. These
changes are intended to provide greater
transparency to Members with regard to
how the Exchange access fees and
provides rebates.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
Members or other interested parties.
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)
of the Act 15 and paragraph (f) of Rule
19b–4 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–
EDGX–2014–37 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–EDGX–2014–37. 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–EDGX–
2014–37, and should be submitted on or
before February 5, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Brent J. Fields,
Secretary.
[FR Doc. 2015–00526 Filed 1–14–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74020; File No. SR–BX–
2015–002]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Regarding the
Extranet Access Fee
January 9, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on January 2,
2015, 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
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
15 15
U.S.C. 78s(b)(3)(A).
16 17 CFR 240.19b–4(f).
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Federal Register / Vol. 80, No. 10 / Thursday, January 15, 2015 / Notices
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 add new
BX Options 3 Chapter XV, Section 3(c)
(Options Market—Access Services) to
the Exchange’s Pricing Schedule
entitled ‘‘Extranet Access Fee’’ (‘‘Pricing
Schedule’’), which includes description
about the applicability of the Extranet
Access Fee. This will conform the
Exchange’s Pricing Schedule to that of
other markets.
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
The purpose of the proposal is to add
new BX Options Chapter XV, Section
3(c) entitled ‘‘Extranet Access Fee’’ to
the Pricing Schedule, which includes
description about the applicability of
the Extranet Access Fee. This will
conform the Exchange’s Pricing
Schedule to that of other markets.4
Specifically, the Exchange proposes to
establish the Extranet Access Fee in
proposed new BX Options Chapter XV,
3 BX
Options is a facility of BX.
Exchange, NASDAQ OMX PHLX LLC
(‘‘Phlx’’), and The NASDAQ Stock Market LLC
(‘‘NASDAQ’’) are self-regulatory organizations
(‘‘SROs’’) that are wholly owned subsidiaries of The
NASDAQ OMX Group, Inc. (‘‘NASDAQ OMX’’).
The Exchange, NOM (a facility of the Exchange
[sic]), BX Options (a facility of BX), Phlx, and PSX
(a facility of Phlx) (together with the Exchange
known as the ‘‘NASDAQ Markets’’), are
independently filing proposals to conform their
respective Extranet Access Fee rules to NASDAQ
Rule 7025.
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4 The
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Section 3(c) to indicate that certain nonExchange Customer Premises
Equipment (‘‘CPE’’) Products shall be
assessed a monthly access fee of $1,000
per CPE. The Exchange also proposes to
conform the Extranet Access Fee to that
of another market, specifically NASDAQ
Rule 7025, by also indicating that if an
extranet provider uses multiple CPE
Configurations 5 to provide market data
feeds to any recipient the monthly fee
shall apply to each such CPE
Configuration; and that no Extranet
Access Fee will be charged for
connectivity to market data feeds
containing only consolidated data. This
proposal conforms the Extranet Access
Fee in BX Options Chapter XV, Section
3(c) to the equivalent fee in NASDAQ
Rule 7025.
The Extranet Access Fee was
introduced a decade ago on NASDAQ
Rule 7025 as an equity fee.6 The
Extranet Access Fee was introduced
about five years ago in BX Rule 7025.7
By this proposal, the Exchange
normalizes the cost and structure of its
Extranet Access Fee on BX Options to
that of the equivalent decade-old
NASDAQ fee.8
Proposed Section 3(c) of the Fee
Schedule indicates the same fee as
NASDAQ Rule 7025, namely $1,000 per
CPE Configuration, and adds verbatim
language from NASDAQ Rule 7025 that
explains the application of the fee.9 As
proposed, BX Options Chapter XV,
Section 3(c) will read as follows:
5 As defined in proposed BX Options Chapter XV,
Section 3(c), a ‘‘Customer Premises Equipment
Configuration’’ means any line, circuit, router
package, or other technical configuration used by an
extranet provider to provide a direct access
connection to the Exchange market data feeds to a
recipient’s site.
6 See Securities Exchange Act Release Nos. 50483
(October 1, 2004), 69 FR 60448 (October 8, 2004)
(SR–NASD–2004–118) (establishing the Extranet
Access Fee on NASDAQ); and 71199 (December 30,
2013), 79 FR 686 (January 6, 2014) (SR–NASD [sic]–
2013–159) (notice of filing and immediate
effectiveness increasing the Extranet Access Fee to
$1,000).
7 See Securities Exchange Act Release Nos. 59615
(March 20, 2009), 74 FR 14604 (March 31, 2009)
(SR–BX–2009–005) (establishing the Extranet
Access Fee on BX); and 71841 (April 1, 2014), 79
FR 19129 (April 7, 2014) (SR–BX–2014–015) (notice
of filing and immediate effectiveness describing
that the Extranet Access Fee is $750). The Extranet
Access Fee was also established on PSX. See
Securities Exchange Act Release No. 71236 (January
6, 2014), 79 FR 1906 (January 10, 2014) (SR–Phlx–
2014–01) (notice of filing and immediate
effectiveness establishing the Extranet Access Fee
on PSX, and describing that no fee is charged at the
time of the filing).
8 As noted, BX and other NASDAQ Markets are
independently filing proposals to conform their
respective Extranet Access Fee.
9 However, the proposed Section 3(c) language
does not, because it deals with options, indicate
that consolidated data includes data disseminated
by the UTP SIP (as noted in NASDAQ Rule 7025).
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‘‘Extranet providers that establish a
connection with the Exchange to offer
direct access connectivity to market data
feeds shall be assessed a monthly access
fee of $1,000 per recipient Customer
Premises Equipment (‘‘CPE’’)
Configuration. If an extranet provider
uses multiple CPE Configurations to
provide market data feeds to any
recipient, the monthly fee shall apply to
each such CPE Configuration. For
purposes of this Section 3, the term
‘‘Customer Premises Equipment
Configuration’’ shall mean any line,
circuit, router package, or other
technical configuration used by an
extranet provider to provide a direct
access connection to the Exchange
market data feeds to a recipient’s site.
No extranet access fee will be charged
for connectivity to market data feeds
containing only consolidated data.
Extranet providers that establish a
connection with the Exchange pursuant
to this Section 3 as well as a connection
pursuant to BX Rule 7025 shall be
assessed a total monthly access fee of
$1,000 per recipient CPE
Configuration.’’ The proposal thus
conforms BX Options Chapter XV,
Section 3(c) to NASDAQ Rule 7025, and
makes them substantively identical.10
The proposal also makes it clear that if
an extranet provider establishes an
Extranet connection on BX as well as on
BX Options, the extranet provider will
not need to pay a double $1,000
monthly access fee per CPE, but rather
only one total monthly access fee of
$1,000 per CPE. In addition, as
discussed, there is an equity market and
an options market under the BX SRO
license. This proposal brings the
Extranet Access Fee per BX Rule 7025
on the equity side to the options side
per BX Options Chapter XV, Section
3(c) in conformity with NASDAQ Rule
7025.11
The proposed Extranet Access Fee
will, as on NASDAQ, be used to help
support the Exchange’s costs associated
with maintaining multiple extranet
connections with multiple providers.
These costs include those associated
with overhead and technology
infrastructure, administrative,
maintenance and operational costs.
Since the inception of Extranet Access
there have been numerous network
10 The Exchange notes that while BX Options
Chapter XV, Section 3(c) and NASDAQ Rule 7025
each contain some language particular to the
relevant exchange, with this proposal the language
of the two rules is substantively identical. The
Exchange notes that the statement that Extranet
providers shall be assessed a total monthly access
fee of $1,000 per recipient CPE Configuration is not
in NASDAQ Rule 7025.
11 The Exchange is filing to raise the monthly
access fee on BX from $750 to $1,000.
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rljohnson on DSK3VPTVN1PROD with NOTICES
infrastructure improvements and
administrative controls enacted.
Additionally, the Exchange has
implemented automated retransmission
facilities for most of its data clients that
benefit extranet clients by reducing
operational costs associated with
retransmissions.
As the number of extranets has
increased, the management of the
downstream customers has expanded
and the Exchange has had to ensure
appropriate reporting and review
processes, which has resulted in a
greater cost burden on the Exchange
over time. The proposed fee will also
help to ensure that the Exchange is
better able to closely review reports and
uncover reporting errors via audits thus
minimizing reporting issues.12 The
network infrastructure has increased in
order to keep pace with the increased
number of products, which, in turn, has
caused an increased administrative
burden and higher operational costs
associated with delivery via extranets.
Thus, subsequent to the proposal
extranet providers that establish a
connection with the Exchange to offer
direct access connectivity to market data
feeds shall be assessed a monthly access
fee of $1,000 per CPE Configuration. If,
as discussed below, an extranet provider
uses multiple CPE Configurations to
provide market data feeds to any
recipient, the monthly fee shall apply to
each such CPE Configuration.
The Exchange proposes two new
descriptions to conform the language of
BX Options Chapter XV, Section 3(c) to
that of NASDAQ Rule 7025.
Specifically, the Exchange proposes to
indicate that if an extranet provider uses
multiple CPE Configurations to provide
market data feeds to any recipient, the
monthly fee shall apply to each such
CPE Configuration; and that no extranet
access fee will be charged for
connectivity to market data feeds
containing only consolidated data.
These proposed descriptions should
serve to reduce any confusion as to the
applicability of the Extranet Access Fee.
Moreover, the descriptions would make
the Exchange’s Extranet Access Fee in
BX Options Chapter XV, Section 3(c)
work the same as the equivalent fee in
NASDAQ Rule 7025, and complete the
effort to conform the two rules.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,13 in general, and
12 The Exchange will inform extranet providers of
their reporting responsibilities via its public Web
site. This will include, as an example, reporting
CPE usage.
13 15 U.S.C. 78f.
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with Section 6(b)(4) of the Act,14 in
particular, in that it provides for the
equitable allocation of reasonable dues,
fees and other charges among members
and issuers and other persons using any
facility or system which the Exchange
operates or controls.
The Exchange believes that its
proposal to add the Extranet Access Fee
in BX Options Chapter XV, Section 3(c),
and to describe the applicability of the
Extranet Access Fee and thereby
conform the fee with the equivalent fee
on NASDAQ, is consistent with the Act.
All similarly situated extranet
providers, including the Exchange
operating its own extranet, that establish
an extranet connection with the
Exchange to access market data feeds
from the Exchange are subject to the
same fee structure.15 The fee will help
the Exchange to offset some of the rising
overhead and technology infrastructure,
administrative, maintenance and
operational costs it incurs in support of
the service.
If such costs are covered, the service
may provide the Exchange with a profit.
As such, the Exchange believes that the
proposed fee is reasonable and notes
that this proposal conforms similarlysituated Extranet Access Fee rules on
BX options, BX equities, and NASDAQ.
The extranet costs are separate and
different from the colocation facility
that is able to recoup these fees by
charging for servers within the
associated data centers. Additionally,
the Exchange believes that the proposed
change is equitable and not
unreasonably discriminatory. The
monthly fee is assessed uniformly to all
extranet providers that establish a
connection with the Exchange to offer
direct access connectivity to market data
feeds, and is the same for all at $1,000
per recipient CPE Configuration. Thus,
any burden arising from the fees is
necessary in the interest of promoting
the equitable allocation of a reasonable
fee. Moreover, firms make decisions on
how much and what types of data to
consume on the basis of the total cost of
interacting with the Exchange or other
markets and, of course, the Extranet
Access Fee is but one factor in a total
platform analysis.
Additionally, proposed BX Options
Chapter XV, Section 3(c) contains
description stating that if an extranet
provider uses multiple CPE
Configurations to provide market data
feeds to any recipient, the monthly fee
14 15
U.S.C. 78f(b)(4).
example, NASDAQ Technology Services, a
subsidiary of the Exchange [sic], pays the applicable
fee(s) to the Exchange for services covered under
the Extranet Access Fee.
15 For
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2147
shall apply to each such CPE
Configuration; and that no Extranet
Access Fee will be charged for
connectivity to market data feeds
containing only consolidated data. This
description should serve to reduce any
confusion as to the applicability of this
fee.
The proposal provides for the
equitable allocation of reasonable dues,
fees and other charges among members
and issuers and other persons using any
facility or system which the Exchange
operates or controls, and is consistent
with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will result in
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
The proposed fees are applied
uniformly among extranet providers,
which are not compelled to establish a
connection with the Exchange to offer
access connectivity to market data feeds.
For these reasons, any burden arising
from the fees is necessary in the interest
of promoting the equitable allocation of
a reasonable fee. Additionally, firms
make decisions on how much and what
types of data to consume on the basis of
the total cost of interacting with the
Exchange or other exchanges and, of
course, the Extranet Access Fee is but
one factor in a total platform analysis.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A)(ii) of
the Act,16 the Exchange has designated
this proposal as establishing or changing
a due, fee, or other charge imposed by
the self-regulatory organization on any
person, whether or not the person is a
member of the self-regulatory
organization, which renders the
proposed rule change effective upon
filing.
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
16 15
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U.S.C. 78s(b)(3)(A)(ii).
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Federal Register / Vol. 80, No. 10 / Thursday, January 15, 2015 / Notices
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.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Brent J. Fields,
Secretary.
IV. Solicitation of Comments
[FR Doc. 2015–00528 Filed 1–14–15; 8:45 am]
BILLING CODE 8011–01–P
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–
BX–2015–002 on the subject line.
Paper Comments
rljohnson on DSK3VPTVN1PROD with NOTICES
• 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–BX–2015–002. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
offices of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–BX–
2015–002, and should be submitted on
or before February 5, 2015.
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74027; File No. SR–NYSE–
2014–76]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending the
Fees for NYSE OpenBook
January 9, 2015.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on December
31, 2014, New York Stock Exchange
LLC (‘‘NYSE’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory 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 the
fees for NYSE OpenBook to: (1) Change
the way the user fee is calculated and
applied, operative on January 1, 2015;
(2) establish eligibility requirements for
redistribution on a managed nondisplay basis and an access fee for
managed non-display data recipients,
operative on January 1, 2015; and (3)
increase the fee cap for redistributor
internal support use, operative on
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
17 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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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 the
fees for NYSE OpenBook,4 as set forth
on the NYSE Proprietary Market Data
Fee Schedule (‘‘Fee Schedule’’), as
follows:
• To change the way the user fees are
calculated and applied by eliminating
the unit-of-count policy, operative on
January 1, 2015;
• To establish eligibility requirements
for redistribution of market data on a
Managed Non-Display basis and
establish an access fee for Managed
Non-Display data recipients, operative
on January 1, 2015; and
• To increase the fee cap for
redistributor internal support use,
operative on March 1, 2015.
Changes to the Method of Calculating
and Applying User Fees
For display use of the NYSE
OpenBook data feed, the Fee Schedule
sets forth a Professional User Fee of $60
per month or a Non-Professional User
Fee of $15 per month.5 These user fees
generally apply to each display device
that has access to NYSE OpenBook.
Vendors and subscribers that are
eligible for the Unit-of-Count Policy
may avail themselves of an alternative
method for counting how many user
fees should be charged for display use
of the NYSE OpenBook data feed. The
Unit-of-Count Policy was first
introduced as an NYSE OpenBook pilot
in 2009.6 Since April 2013, the Unit-ofCount Policy has applied only to user
fees associated with display usage.7
4 See Securities Exchange Act Release Nos. 59544
(Mar. 9, 2009), 74 FR 11162 (Mar. 16, 2009) (SR–
NYSE–2008–131) and 62038 (May 5, 2010), 75 FR
26825 (May 12, 2010) (SR–NYSE–2010–22) (‘‘Unitof-Count Policy filings’’). See also Securities
Exchange Act Release Nos. 69278 (Apr. 2, 2013), 78
FR 20973 (April 8, 2013) (SR–2013–25) and 72923
(Aug. 26, 2014), 79 FR 52079 (Sept. 2, 2014) (SR–
NYSE–2014–43) (‘‘Non-Display Fee filings’’).
5 A $25,000 per month cap on non-professional
user fees applies to broker-dealers only.
6 See Unit-of-Count Policy filings supra note 4.
7 Existing customers approved for the Unit-ofCount Policy for display usage have continued to
follow the Policy in anticipation of new display fees
being implemented.
E:\FR\FM\15JAN1.SGM
15JAN1
Agencies
[Federal Register Volume 80, Number 10 (Thursday, January 15, 2015)]
[Notices]
[Pages 2145-2148]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-00528]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74020; File No. SR-BX-2015-002]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Regarding
the Extranet Access Fee
January 9, 2015.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on January 2, 2015, 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
[[Page 2146]]
solicit comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to add new BX Options \3\ Chapter XV, Section
3(c) (Options Market--Access Services) to the Exchange's Pricing
Schedule entitled ``Extranet Access Fee'' (``Pricing Schedule''), which
includes description about the applicability of the Extranet Access
Fee. This will conform the Exchange's Pricing Schedule to that of other
markets.
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\3\ BX Options is a facility of BX.
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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
The purpose of the proposal is to add new BX Options Chapter XV,
Section 3(c) entitled ``Extranet Access Fee'' to the Pricing Schedule,
which includes description about the applicability of the Extranet
Access Fee. This will conform the Exchange's Pricing Schedule to that
of other markets.\4\
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\4\ The Exchange, NASDAQ OMX PHLX LLC (``Phlx''), and The NASDAQ
Stock Market LLC (``NASDAQ'') are self-regulatory organizations
(``SROs'') that are wholly owned subsidiaries of The NASDAQ OMX
Group, Inc. (``NASDAQ OMX''). The Exchange, NOM (a facility of the
Exchange [sic]), BX Options (a facility of BX), Phlx, and PSX (a
facility of Phlx) (together with the Exchange known as the ``NASDAQ
Markets''), are independently filing proposals to conform their
respective Extranet Access Fee rules to NASDAQ Rule 7025.
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Specifically, the Exchange proposes to establish the Extranet
Access Fee in proposed new BX Options Chapter XV, Section 3(c) to
indicate that certain non-Exchange Customer Premises Equipment
(``CPE'') Products shall be assessed a monthly access fee of $1,000 per
CPE. The Exchange also proposes to conform the Extranet Access Fee to
that of another market, specifically NASDAQ Rule 7025, by also
indicating that if an extranet provider uses multiple CPE
Configurations \5\ to provide market data feeds to any recipient the
monthly fee shall apply to each such CPE Configuration; and that no
Extranet Access Fee will be charged for connectivity to market data
feeds containing only consolidated data. This proposal conforms the
Extranet Access Fee in BX Options Chapter XV, Section 3(c) to the
equivalent fee in NASDAQ Rule 7025.
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\5\ As defined in proposed BX Options Chapter XV, Section 3(c),
a ``Customer Premises Equipment Configuration'' means any line,
circuit, router package, or other technical configuration used by an
extranet provider to provide a direct access connection to the
Exchange market data feeds to a recipient's site.
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The Extranet Access Fee was introduced a decade ago on NASDAQ Rule
7025 as an equity fee.\6\ The Extranet Access Fee was introduced about
five years ago in BX Rule 7025.\7\ By this proposal, the Exchange
normalizes the cost and structure of its Extranet Access Fee on BX
Options to that of the equivalent decade-old NASDAQ fee.\8\
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\6\ See Securities Exchange Act Release Nos. 50483 (October 1,
2004), 69 FR 60448 (October 8, 2004) (SR-NASD-2004-118)
(establishing the Extranet Access Fee on NASDAQ); and 71199
(December 30, 2013), 79 FR 686 (January 6, 2014) (SR-NASD [sic]-
2013-159) (notice of filing and immediate effectiveness increasing
the Extranet Access Fee to $1,000).
\7\ See Securities Exchange Act Release Nos. 59615 (March 20,
2009), 74 FR 14604 (March 31, 2009) (SR-BX-2009-005) (establishing
the Extranet Access Fee on BX); and 71841 (April 1, 2014), 79 FR
19129 (April 7, 2014) (SR-BX-2014-015) (notice of filing and
immediate effectiveness describing that the Extranet Access Fee is
$750). The Extranet Access Fee was also established on PSX. See
Securities Exchange Act Release No. 71236 (January 6, 2014), 79 FR
1906 (January 10, 2014) (SR-Phlx-2014-01) (notice of filing and
immediate effectiveness establishing the Extranet Access Fee on PSX,
and describing that no fee is charged at the time of the filing).
\8\ As noted, BX and other NASDAQ Markets are independently
filing proposals to conform their respective Extranet Access Fee.
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Proposed Section 3(c) of the Fee Schedule indicates the same fee as
NASDAQ Rule 7025, namely $1,000 per CPE Configuration, and adds
verbatim language from NASDAQ Rule 7025 that explains the application
of the fee.\9\ As proposed, BX Options Chapter XV, Section 3(c) will
read as follows: ``Extranet providers that establish a connection with
the Exchange to offer direct access connectivity to market data feeds
shall be assessed a monthly access fee of $1,000 per recipient Customer
Premises Equipment (``CPE'') Configuration. If an extranet provider
uses multiple CPE Configurations to provide market data feeds to any
recipient, the monthly fee shall apply to each such CPE Configuration.
For purposes of this Section 3, the term ``Customer Premises Equipment
Configuration'' shall mean any line, circuit, router package, or other
technical configuration used by an extranet provider to provide a
direct access connection to the Exchange market data feeds to a
recipient's site. No extranet access fee will be charged for
connectivity to market data feeds containing only consolidated data.
Extranet providers that establish a connection with the Exchange
pursuant to this Section 3 as well as a connection pursuant to BX Rule
7025 shall be assessed a total monthly access fee of $1,000 per
recipient CPE Configuration.'' The proposal thus conforms BX Options
Chapter XV, Section 3(c) to NASDAQ Rule 7025, and makes them
substantively identical.\10\ The proposal also makes it clear that if
an extranet provider establishes an Extranet connection on BX as well
as on BX Options, the extranet provider will not need to pay a double
$1,000 monthly access fee per CPE, but rather only one total monthly
access fee of $1,000 per CPE. In addition, as discussed, there is an
equity market and an options market under the BX SRO license. This
proposal brings the Extranet Access Fee per BX Rule 7025 on the equity
side to the options side per BX Options Chapter XV, Section 3(c) in
conformity with NASDAQ Rule 7025.\11\
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\9\ However, the proposed Section 3(c) language does not,
because it deals with options, indicate that consolidated data
includes data disseminated by the UTP SIP (as noted in NASDAQ Rule
7025).
\10\ The Exchange notes that while BX Options Chapter XV,
Section 3(c) and NASDAQ Rule 7025 each contain some language
particular to the relevant exchange, with this proposal the language
of the two rules is substantively identical. The Exchange notes that
the statement that Extranet providers shall be assessed a total
monthly access fee of $1,000 per recipient CPE Configuration is not
in NASDAQ Rule 7025.
\11\ The Exchange is filing to raise the monthly access fee on
BX from $750 to $1,000.
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The proposed Extranet Access Fee will, as on NASDAQ, be used to
help support the Exchange's costs associated with maintaining multiple
extranet connections with multiple providers. These costs include those
associated with overhead and technology infrastructure, administrative,
maintenance and operational costs. Since the inception of Extranet
Access there have been numerous network
[[Page 2147]]
infrastructure improvements and administrative controls enacted.
Additionally, the Exchange has implemented automated retransmission
facilities for most of its data clients that benefit extranet clients
by reducing operational costs associated with retransmissions.
As the number of extranets has increased, the management of the
downstream customers has expanded and the Exchange has had to ensure
appropriate reporting and review processes, which has resulted in a
greater cost burden on the Exchange over time. The proposed fee will
also help to ensure that the Exchange is better able to closely review
reports and uncover reporting errors via audits thus minimizing
reporting issues.\12\ The network infrastructure has increased in order
to keep pace with the increased number of products, which, in turn, has
caused an increased administrative burden and higher operational costs
associated with delivery via extranets.
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\12\ The Exchange will inform extranet providers of their
reporting responsibilities via its public Web site. This will
include, as an example, reporting CPE usage.
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Thus, subsequent to the proposal extranet providers that establish
a connection with the Exchange to offer direct access connectivity to
market data feeds shall be assessed a monthly access fee of $1,000 per
CPE Configuration. If, as discussed below, an extranet provider uses
multiple CPE Configurations to provide market data feeds to any
recipient, the monthly fee shall apply to each such CPE Configuration.
The Exchange proposes two new descriptions to conform the language
of BX Options Chapter XV, Section 3(c) to that of NASDAQ Rule 7025.
Specifically, the Exchange proposes to indicate that if an extranet
provider uses multiple CPE Configurations to provide market data feeds
to any recipient, the monthly fee shall apply to each such CPE
Configuration; and that no extranet access fee will be charged for
connectivity to market data feeds containing only consolidated data.
These proposed descriptions should serve to reduce any confusion as to
the applicability of the Extranet Access Fee. Moreover, the
descriptions would make the Exchange's Extranet Access Fee in BX
Options Chapter XV, Section 3(c) work the same as the equivalent fee in
NASDAQ Rule 7025, and complete the effort to conform the two rules.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\13\ in general, and with Section 6(b)(4)
of the Act,\14\ in particular, in that it provides for the equitable
allocation of reasonable dues, fees and other charges among members and
issuers and other persons using any facility or system which the
Exchange operates or controls.
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\13\ 15 U.S.C. 78f.
\14\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that its proposal to add the Extranet Access
Fee in BX Options Chapter XV, Section 3(c), and to describe the
applicability of the Extranet Access Fee and thereby conform the fee
with the equivalent fee on NASDAQ, is consistent with the Act.
All similarly situated extranet providers, including the Exchange
operating its own extranet, that establish an extranet connection with
the Exchange to access market data feeds from the Exchange are subject
to the same fee structure.\15\ The fee will help the Exchange to offset
some of the rising overhead and technology infrastructure,
administrative, maintenance and operational costs it incurs in support
of the service.
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\15\ For example, NASDAQ Technology Services, a subsidiary of
the Exchange [sic], pays the applicable fee(s) to the Exchange for
services covered under the Extranet Access Fee.
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If such costs are covered, the service may provide the Exchange
with a profit. As such, the Exchange believes that the proposed fee is
reasonable and notes that this proposal conforms similarly-situated
Extranet Access Fee rules on BX options, BX equities, and NASDAQ. The
extranet costs are separate and different from the colocation facility
that is able to recoup these fees by charging for servers within the
associated data centers. Additionally, the Exchange believes that the
proposed change is equitable and not unreasonably discriminatory. The
monthly fee is assessed uniformly to all extranet providers that
establish a connection with the Exchange to offer direct access
connectivity to market data feeds, and is the same for all at $1,000
per recipient CPE Configuration. Thus, any burden arising from the fees
is necessary in the interest of promoting the equitable allocation of a
reasonable fee. Moreover, firms make decisions on how much and what
types of data to consume on the basis of the total cost of interacting
with the Exchange or other markets and, of course, the Extranet Access
Fee is but one factor in a total platform analysis.
Additionally, proposed BX Options Chapter XV, Section 3(c) contains
description stating that if an extranet provider uses multiple CPE
Configurations to provide market data feeds to any recipient, the
monthly fee shall apply to each such CPE Configuration; and that no
Extranet Access Fee will be charged for connectivity to market data
feeds containing only consolidated data. This description should serve
to reduce any confusion as to the applicability of this fee.
The proposal provides for the equitable allocation of reasonable
dues, fees and other charges among members and issuers and other
persons using any facility or system which the Exchange operates or
controls, and is consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
result in any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act, as amended.
The proposed fees are applied uniformly among extranet providers,
which are not compelled to establish a connection with the Exchange to
offer access connectivity to market data feeds. For these reasons, any
burden arising from the fees is necessary in the interest of promoting
the equitable allocation of a reasonable fee. Additionally, firms make
decisions on how much and what types of data to consume on the basis of
the total cost of interacting with the Exchange or other exchanges and,
of course, the Extranet Access Fee is but one factor in a total
platform analysis.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A)(ii) of the Act,\16\ the Exchange
has designated this proposal as establishing or changing a due, fee, or
other charge imposed by the self-regulatory organization on any person,
whether or not the person is a member of the self-regulatory
organization, which renders the proposed rule change effective upon
filing.
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\16\ 15 U.S.C. 78s(b)(3)(A)(ii).
---------------------------------------------------------------------------
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
[[Page 2148]]
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:
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-BX-2015-002 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-BX-2015-002. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal offices of the Exchange.
All comments received will be posted without change; the Commission
does not edit personal identifying information from submissions. You
should submit only information that you wish to make available
publicly. All submissions should refer to File Number SR-BX-2015-002,
and should be submitted on or before February 5, 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. 2015-00528 Filed 1-14-15; 8:45 am]
BILLING CODE 8011-01-P