Self-Regulatory Organizations; Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Its Fee Schedule, 14196-14198 [2015-06093]
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14196
Federal Register / Vol. 80, No. 52 / Wednesday, March 18, 2015 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74489; File No. SR–MIAX–
2015–13]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Amend Its Fee Schedule
March 12, 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 February
27, 2015, Miami International Securities
Exchange LLC (‘‘MIAX’’ 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 Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend the MIAX Options 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.
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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 MIAX Market Maker 3 sliding
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 ‘‘MIAX Market Maker’’ for purposes of the
proposed sliding scale means any MIAX Market
2 17
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19:00 Mar 17, 2015
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scale for transaction fees to: (i) Modify
the volume thresholds in tiers 1, 2, 3;
(ii) increase the transaction fee for
volume tier 1; and (iii) increase the
Priority Customer rebate incentive for
tier 1.
The sliding scale for MIAX Market
Maker transaction fees is based on the
substantially similar fees of the Chicago
Board Options Exchange, Incorporated
(‘‘CBOE’’).4 Specifically, the program
reduces a MIAX Market Maker’s per
contract transaction fee based on
percentages of total national Market
Maker volume of any options classes
that trade on the exchange during the
calendar month, based on the following
scale:
Tier
1
2
3
4
5
...
...
...
...
...
Percentage of
national Market
Maker volume
0.00%–0.05% ...................
Above 0.05%–0.50% .......
Above 0.50%–0.80% .......
Above 0.80%–1.50% .......
Above 1.50% ...................
Transaction fee
per
contract
$0.25
0.17
0.12
0.07
0.05
The sliding scale would apply to all
MIAX Market Makers for transactions in
all products except mini-options. By
amending the volume tier calculations,
the sliding scale will more closely align
with that of CBOE.5 A MIAX Market
Maker’s initial $0.25 per contract rate
will be reduced if the MIAX Market
Maker reaches the volume thresholds
set forth in the sliding scale in a month.
As a MIAX Market Maker’s monthly
volume increases, its per contract
transaction fee would decrease. The
Market Maker sliding scale will
continue to apply to MIAX Market
Maker (RMM, LMM, DLMM, PLMM,
DPLMM) transaction fees in all products
except mini-options. MIAX Market
Makers will continue to be assessed a
$0.02 per executed contract fee for
transactions in mini-options.
The Exchange believes the proposed
sliding scale is objective in that the fee
reductions are based solely on reaching
stated volume thresholds. The specific
volume thresholds of the tiers were set
based upon business determinations
and an analysis of current volume
Maker including RMM, LMM, PLMM, DLMM, and
DPLMM.
4 See Securities Exchange Act Release Nos. 55193
(January 30, 2007), 72 FR 5476 (February 6, 2007)
(SR–CBOE–2006–111); 57191 (January 24, 2008), 73
FR 5611 (January 30, 2008); 58321 (August 6, 2008),
73 FR 46955 (SR–CBOE–2008–78). See also CBOE
Fees Schedule, p. 3.
5 See Securities Exchange Act Release Nos. 55193
(January 30, 2007), 72 FR 5476 (February 6, 2007)
(SR–CBOE–2006–111); 58321 (August 6, 2008), 73
FR 46955 (SR–CBOE–2008–78); 71295 (January 14,
2014), 79 FR 3443 (January 21, 2014) (SR–CBOE–
2013–129).
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levels. The specific volume thresholds
and rates were set in order to encourage
MIAX Market Makers to reach for higher
tiers. The Exchange believes that the
proposed changes to the tiered fee
schedule may incent firms to display
their orders on the Exchange and
increase the volume of contracts traded
here.
As mentioned above, the Exchange
notes that the proposed sliding fee scale
for MIAX Market Makers structured on
contract volume thresholds is based on
the substantially similar fees of the
CBOE.6 The Exchange also notes that a
number of other exchanges have tiered
fee schedules which offer different
transaction fee rates depending on the
monthly ADV of liquidity providing
executions on their facilities.7
The Exchange also proposes to
increase the rebate incentive for Priority
Customer orders to correspond with the
increase in the transaction fee for tier 1
of the MIAX Market Maker sliding scale.
The Exchange offers MIAX Market
Makers the opportunity to reduce
transaction fees by $0.02 per contract in
standard options if the Member or its
affiliates of at least 75% common
ownership between the firms as
reflected on each firm’s Form BD,
Schedule A, qualifies in a given month
for Priority Customer Rebate Program
volume tiers 3, 4, or 5 in the Fee
Schedule. The Exchange proposes to
amend the rebate incentive for Priority
Customer orders in order to increase the
rebate incentive for tier 1 to correspond
with the increase in transaction fees for
volume tier 1 of the MIAX Market
Maker sliding scale. As proposed, any
Member or its affiliates of at least 75%
common ownership between the firms
as reflected on each firm’s Form BD,
Schedule A, that qualifies for Priority
Customer Rebate Program volume tiers
3, 4, or 5 and is a MIAX Market Maker
will be assessed $0.23 per contract for
tier 1, $0.15 per contract for tier 2, $0.10
per contract for tier 3, $0.05 per contract
for tier 4, and $0.03 per contract for tier
5 for transactions in standard options in
lieu of the applicable transaction fees in
the Market Maker sliding scale.
The Exchange believes that these
incentives will encourage MIAX Market
Makers to transact a greater number of
orders on the Exchange.
6 See Securities Exchange Act Release Nos. 55193
(January 30, 2007), 72 FR 5476 (February 6, 2007)
(SR–CBOE–2006–111); 58321 (August 6, 2008), 73
FR 46955 (SR–CBOE–2008–78); 71295 (January 14,
2014), 79 FR 3443 (January 21, 2014) (SR–CBOE–
2013–129).
7 See, e.g., International Securities Exchange,
LLC, Schedule of Fees, Section IV, C; NASDAQ
Options Market, Chapter XV, Section 2.
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Finally, the Exchange proposes to
modify the name of the title of the
column in the chart from ‘‘Contracts Per
Month’’ to ‘‘Percentage Thresholds of
National Market Maker Volume’’. The
Exchange believes that the new title
more clearly describes the type of
threshold methodology that is being
used for the fee.
The proposed changes will become
operative on March 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 8
in general, and furthers the objectives of
Section 6(b)(4) of the Act 9 in particular,
in that it is an equitable allocation of
reasonable fees and other charges among
Exchange members.
The proposed volume based discount
fee structure is not discriminatory in
that all MIAX Market Makers are
eligible to submit (or not submit)
liquidity, and may do so at their
discretion in the daily volumes they
choose during the course of the billing
period. All similarly situated MIAX
Market Makers are subject to the same
fee structure, and access to the
Exchange is offered on terms that are
not unfairly discriminatory. Volume
based discounts have been widely
adopted by options and equities
markets, and are equitable because they
are open to all MIAX Market Makers on
an equal basis and provide discounts
that are reasonably related to the value
of an exchange’s market quality
associated with higher volumes. The
proposed fee levels and volume
thresholds are reasonably designed to be
comparable to those of other options
exchanges employing similar fee
programs, and also to attract additional
liquidity and order flow to the
Exchange.
The Exchange’s proposal to provide
MIAX Market Makers the opportunity to
reduce transaction fees by $0.02 per
contract in standard options, provided
certain criteria are met, is reasonable
because the Exchange desires to offer all
such market participants an opportunity
to lower their transaction fees. The
Exchange’s proposal to offer MIAX
Market Makers the opportunity to
reduce transaction fees by $0.02 per
contract in standard options, provided
certain criteria are met, is equitable and
not unfairly discriminatory because the
Exchange offers all market participants,
excluding Priority Customers, a means
to reduce transaction fees by qualifying
for volume tiers in the Priority Customer
8 15
9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4).
VerDate Sep<11>2014
19:00 Mar 17, 2015
Rebate Program. The Exchange believes
that offering all such market
participants the opportunity to lower
transaction fees by incentivizing them to
transact Priority Customer order flow in
turn benefits all market participants.
Finally, the Exchange believes that
the proposed to change to the name of
the title of the column in the chart from
‘‘Contracts Per Month’’ to ‘‘Percentage
Thresholds of National Market Maker
Volume’’ is reasonable in that the new
title more clearly describes the type of
threshold methodology that is being
used for the fee.
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 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. The
Exchange believes that the proposed
rule change reflects this competitive
environment because it modifies the
Exchange’s fees in a manner that
encourages market participants to
provide liquidity and to send order flow
to the Exchange.
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.10 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.
10 15
Jkt 235001
PO 00000
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–2015–13 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–2015–13. 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–MIAX–
2015–13, and should be submitted on or
before April 8, 2015.
U.S.C. 78s(b)(3)(A)(ii).
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14198
Federal Register / Vol. 80, No. 52 / Wednesday, March 18, 2015 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Brent J. Fields,
Secretary.
[FR Doc. 2015–06093 Filed 3–17–15; 08:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74490; File No. SR–FINRA–
2014–048]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of
Amendment No. 1 to a Proposed Rule
Change To Adopt FINRA Rule 2242
(Debt Research Analysts and Debt
Research Reports)
March 12, 2015.
I. Introduction
On November 14, 2014, Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) filed with the Securities and
Exchange Commission (‘‘SEC’’ or
‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’ or ‘‘Exchange Act’’) 1 and
Rule 19b–4 thereunder,2 a proposed rule
to adopt new FINRA Rule 2242 (Debt
Research Analysts and Debt Research
Reports) to address conflicts of interest
relating to the publication and
distribution of debt research reports.
The proposal was published for
comment in the Federal Register on
November 24, 2014.3 The Commission
received five comments on the
proposal.4 On February 19, 2015, FINRA
filed Amendment No. 1 responding to
the comments received to the proposal
as well as to propose amendments in
response to these comments. On
February 20, 2015, the Commission
issued an order instituting proceedings
pursuant to Section 19(b)(2)(B) of the
Act 5 to determine whether to approve
or disapprove the proposal. The order
was published for comment in the
Federal Register on February 26, 2015.6
11 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Exchange Act Release No. 73623 (Nov. 18,
2014); 79 FR 69905 (Nov. 24, 2014) (‘‘Notice’’). On
January 6, 2015, FINRA consented to extending the
time period for the Commission to either approve
or disapprove the proposed rule change, or to
institute proceedings to determine whether to
approve or disapprove the proposed rule change, to
February 20, 2015.
4 See infra note 10.
5 15 U.S.C. 78s(b)(2)(B).
6 Exchange Act Release No. 74340 (Feb. 20, 2015);
80 FR 10538 (Feb. 26, 2015). The comment period
closes on March 19, 2015.
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1 15
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19:00 Mar 17, 2015
Jkt 235001
The proposed rule change, as
modified by Amendment No. 1, is
described in Items II and III below,
which Items have been substantially
prepared by FINRA.7 The Commission
is publishing this notice to solicit
comments from interested persons on
the proposal as amended by
Amendment No. 1.
II. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
FINRA is proposing Amendment No.
1 to SR–FINRA–2014–048, a proposed
rule change to adopt FINRA Rule 2242
(Debt Research Analysts and Debt
Research Reports) to address conflicts of
interest relating to the publication and
distribution of debt research reports.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA and at the
Commission’s Public Reference Room.
III. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FINRA 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 V below. FINRA 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
Rule Filing History
On November 14, 2014, FINRA filed
with the Securities and Exchange
Commission (‘‘Commission’’) SR–
FINRA–2014–048,8 a proposed rule
change to adopt in the consolidated
FINRA rulebook (‘‘Consolidated FINRA
Rulebook’’) 9 Rule 2242 (Debt Research
7 For a comparison of the changes of the rule text
between the proposal as originally noticed and the
proposal as amended by Amendment No. 1, see
Exhibit 4 to SR–FINRA–2014–048.
8 See Securities Exchange Act Release No. 73623
(November 18, 2014), 79 FR 69905 (November 24,
2014) (Notice of Filing File No. SR–FINRA–2014–
048) (‘‘Proposing Release’’). The comment period
closed on December 15, 2014.
9 The current FINRA rulebook includes, in
addition to FINRA Rules, (1) NASD Rules and (2)
rules incorporated from NYSE (‘‘Incorporated NYSE
Rules’’) (together, the NASD Rules and Incorporated
NYSE Rules are referred to as the ‘‘Transitional
Rulebook’’). While the NASD Rules generally apply
PO 00000
Frm 00129
Fmt 4703
Sfmt 4703
Analysts and Debt Research Reports) to
address conflicts of interest relating to
the publication and distribution of debt
research reports.
The Commission published the
proposed rule change for public
comment in the Federal Register on
November 24, 2014. The Commission
received five comment letters directed
to the filing.10 Based on comments
received, FINRA is filing this
Amendment No. 1 to respond to the
comments and to propose amendments,
where appropriate. The Amendment
also includes a few technical, nonsubstantive changes.
Proposal
As described in greater detail in the
Proposing Release, the proposed rule
change would adopt a tiered approach
that, in general, would provide retail
debt research recipients with extensive
protections similar to those provided to
recipients of equity research under
current and proposed FINRA rules, with
modifications to reflect the different
nature and trading of debt securities,11
while exempting from many of the
provisions debt research distributed
solely to eligible institutional investors.
Definitions
Most of the defined terms closely
follow the defined terms for equity
research in NASD Rule 2711, as
amended by the equity research filing,
with minor changes to reflect their
application to debt research. The
proposed definitions are set forth below.
to all FINRA members, the Incorporated NYSE
Rules apply only to those members of FINRA that
are also members of the NYSE (‘‘Dual Members’’).
For more information about the rulebook
consolidation process, see Information Notice,
March 12, 2008 (Rulebook Consolidation Process).
10 See Letter from Hugh D. Berkson, Executive
Vice President and President-Elect, Public Investors
Arbitration Bar Association, to Brent J. Fields,
Secretary, SEC, dated December 15, 2014 (‘‘PIABA
Debt’’); Letter from Kevin Zambrowicz, Associate
General Counsel and Managing Director, and Sean
Davy, Managing Director, Securities Industry and
Financial Markets Association, to Brent J. Fields,
Secretary, SEC, dated December 15, 2014
(‘‘SIFMA’’); Letter from Yoon-Young Lee, Wilmer
Cutler Pickering Hale and Dorr LLP, to Brent J.
Fields, Secretary, SEC, dated December 16, 2014
(‘‘WilmerHale Debt’’); Letter from William Beatty,
President, North American Securities
Administrators Association, Inc., Brent J. Fields,
Secretary, SEC, dated December 19, 2014 (‘‘NASAA
Debt’’); and Letter from Kurt N. Schacht, Managing
Director, Standards and Financial Market Integrity,
and Linda L. Rittenhouse, Director, Capital Markets
Policy, CFA Institute, to Brent J. Fields, Secretary,
SEC, dated February 9, 2015 (‘‘CFA Institute’’).
11 The proposed rule change reflects proposed
amendments to FINRA’s equity research rules set
forth in a companion filing to the proposed rule
change (the ‘‘equity research filing’’). See Securities
Exchange Act Release No. 73622 (November 18,
2014), 79 FR 69939 (November 24, 2014) (Notice of
Filing File No. SR–FINRA–2014–047). See also
Amendment No. 1 to SR–FINRA–2014–047.
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Agencies
[Federal Register Volume 80, Number 52 (Wednesday, March 18, 2015)]
[Notices]
[Pages 14196-14198]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-06093]
[[Page 14196]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74489; File No. SR-MIAX-2015-13]
Self-Regulatory Organizations; Miami International Securities
Exchange LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend Its Fee Schedule
March 12, 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 February 27, 2015, Miami International Securities Exchange LLC
(``MIAX'' 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.
---------------------------------------------------------------------------
\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 the MIAX Options 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 MIAX Market Maker \3\
sliding scale for transaction fees to: (i) Modify the volume thresholds
in tiers 1, 2, 3; (ii) increase the transaction fee for volume tier 1;
and (iii) increase the Priority Customer rebate incentive for tier 1.
---------------------------------------------------------------------------
\3\ ``MIAX Market Maker'' for purposes of the proposed sliding
scale means any MIAX Market Maker including RMM, LMM, PLMM, DLMM,
and DPLMM.
---------------------------------------------------------------------------
The sliding scale for MIAX Market Maker transaction fees is based
on the substantially similar fees of the Chicago Board Options
Exchange, Incorporated (``CBOE'').\4\ Specifically, the program reduces
a MIAX Market Maker's per contract transaction fee based on percentages
of total national Market Maker volume of any options classes that trade
on the exchange during the calendar month, based on the following
scale:
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release Nos. 55193 (January 30,
2007), 72 FR 5476 (February 6, 2007) (SR-CBOE-2006-111); 57191
(January 24, 2008), 73 FR 5611 (January 30, 2008); 58321 (August 6,
2008), 73 FR 46955 (SR-CBOE-2008-78). See also CBOE Fees Schedule,
p. 3.
------------------------------------------------------------------------
Transaction
Tier Percentage of national Market fee per
Maker volume contract
------------------------------------------------------------------------
1....................... 0.00%-0.05%...................... $0.25
2....................... Above 0.05%-0.50%................ 0.17
3....................... Above 0.50%-0.80%................ 0.12
4....................... Above 0.80%-1.50%................ 0.07
5....................... Above 1.50%...................... 0.05
------------------------------------------------------------------------
The sliding scale would apply to all MIAX Market Makers for
transactions in all products except mini-options. By amending the
volume tier calculations, the sliding scale will more closely align
with that of CBOE.\5\ A MIAX Market Maker's initial $0.25 per contract
rate will be reduced if the MIAX Market Maker reaches the volume
thresholds set forth in the sliding scale in a month. As a MIAX Market
Maker's monthly volume increases, its per contract transaction fee
would decrease. The Market Maker sliding scale will continue to apply
to MIAX Market Maker (RMM, LMM, DLMM, PLMM, DPLMM) transaction fees in
all products except mini-options. MIAX Market Makers will continue to
be assessed a $0.02 per executed contract fee for transactions in mini-
options.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release Nos. 55193 (January 30,
2007), 72 FR 5476 (February 6, 2007) (SR-CBOE-2006-111); 58321
(August 6, 2008), 73 FR 46955 (SR-CBOE-2008-78); 71295 (January 14,
2014), 79 FR 3443 (January 21, 2014) (SR-CBOE-2013-129).
---------------------------------------------------------------------------
The Exchange believes the proposed sliding scale is objective in
that the fee reductions are based solely on reaching stated volume
thresholds. The specific volume thresholds of the tiers were set based
upon business determinations and an analysis of current volume levels.
The specific volume thresholds and rates were set in order to encourage
MIAX Market Makers to reach for higher tiers. The Exchange believes
that the proposed changes to the tiered fee schedule may incent firms
to display their orders on the Exchange and increase the volume of
contracts traded here.
As mentioned above, the Exchange notes that the proposed sliding
fee scale for MIAX Market Makers structured on contract volume
thresholds is based on the substantially similar fees of the CBOE.\6\
The Exchange also notes that a number of other exchanges have tiered
fee schedules which offer different transaction fee rates depending on
the monthly ADV of liquidity providing executions on their
facilities.\7\
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\6\ See Securities Exchange Act Release Nos. 55193 (January 30,
2007), 72 FR 5476 (February 6, 2007) (SR-CBOE-2006-111); 58321
(August 6, 2008), 73 FR 46955 (SR-CBOE-2008-78); 71295 (January 14,
2014), 79 FR 3443 (January 21, 2014) (SR-CBOE-2013-129).
\7\ See, e.g., International Securities Exchange, LLC, Schedule
of Fees, Section IV, C; NASDAQ Options Market, Chapter XV, Section
2.
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The Exchange also proposes to increase the rebate incentive for
Priority Customer orders to correspond with the increase in the
transaction fee for tier 1 of the MIAX Market Maker sliding scale. The
Exchange offers MIAX Market Makers the opportunity to reduce
transaction fees by $0.02 per contract in standard options if the
Member or its affiliates of at least 75% common ownership between the
firms as reflected on each firm's Form BD, Schedule A, qualifies in a
given month for Priority Customer Rebate Program volume tiers 3, 4, or
5 in the Fee Schedule. The Exchange proposes to amend the rebate
incentive for Priority Customer orders in order to increase the rebate
incentive for tier 1 to correspond with the increase in transaction
fees for volume tier 1 of the MIAX Market Maker sliding scale. As
proposed, any Member or its affiliates of at least 75% common ownership
between the firms as reflected on each firm's Form BD, Schedule A, that
qualifies for Priority Customer Rebate Program volume tiers 3, 4, or 5
and is a MIAX Market Maker will be assessed $0.23 per contract for tier
1, $0.15 per contract for tier 2, $0.10 per contract for tier 3, $0.05
per contract for tier 4, and $0.03 per contract for tier 5 for
transactions in standard options in lieu of the applicable transaction
fees in the Market Maker sliding scale.
The Exchange believes that these incentives will encourage MIAX
Market Makers to transact a greater number of orders on the Exchange.
[[Page 14197]]
Finally, the Exchange proposes to modify the name of the title of
the column in the chart from ``Contracts Per Month'' to ``Percentage
Thresholds of National Market Maker Volume''. The Exchange believes
that the new title more clearly describes the type of threshold
methodology that is being used for the fee.
The proposed changes will become operative on March 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 \8\ in general, and furthers
the objectives of Section 6(b)(4) of the Act \9\ in particular, in that
it is an equitable allocation of reasonable fees and other charges
among Exchange members.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(4).
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The proposed volume based discount fee structure is not
discriminatory in that all MIAX Market Makers are eligible to submit
(or not submit) liquidity, and may do so at their discretion in the
daily volumes they choose during the course of the billing period. All
similarly situated MIAX Market Makers are subject to the same fee
structure, and access to the Exchange is offered on terms that are not
unfairly discriminatory. Volume based discounts have been widely
adopted by options and equities markets, and are equitable because they
are open to all MIAX Market Makers on an equal basis and provide
discounts that are reasonably related to the value of an exchange's
market quality associated with higher volumes. The proposed fee levels
and volume thresholds are reasonably designed to be comparable to those
of other options exchanges employing similar fee programs, and also to
attract additional liquidity and order flow to the Exchange.
The Exchange's proposal to provide MIAX Market Makers the
opportunity to reduce transaction fees by $0.02 per contract in
standard options, provided certain criteria are met, is reasonable
because the Exchange desires to offer all such market participants an
opportunity to lower their transaction fees. The Exchange's proposal to
offer MIAX Market Makers the opportunity to reduce transaction fees by
$0.02 per contract in standard options, provided certain criteria are
met, is equitable and not unfairly discriminatory because the Exchange
offers all market participants, excluding Priority Customers, a means
to reduce transaction fees by qualifying for volume tiers in the
Priority Customer Rebate Program. The Exchange believes that offering
all such market participants the opportunity to lower transaction fees
by incentivizing them to transact Priority Customer order flow in turn
benefits all market participants.
Finally, the Exchange believes that the proposed to change to the
name of the title of the column in the chart from ``Contracts Per
Month'' to ``Percentage Thresholds of National Market Maker Volume'' is
reasonable in that the new title more clearly describes the type of
threshold methodology that is being used for the fee.
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 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. The Exchange believes that the
proposed rule change reflects this competitive environment because it
modifies the Exchange's fees in a manner that encourages market
participants to provide liquidity and to send order flow to the
Exchange.
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.\10\ 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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\10\ 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-2015-13 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-2015-13. 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-MIAX-2015-13,
and should be submitted on or before April 8, 2015.
[[Page 14198]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
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\11\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2015-06093 Filed 3-17-15; 08:45 am]
BILLING CODE 8011-01-P