Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Rule 13 Relating to Pegging Interest, 16716-16719 [2015-07134]
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16716
Federal Register / Vol. 80, No. 60 / Monday, March 30, 2015 / Notices
FINRA does not believe that the
proposed rule change would impact the
competition among member firms, those
who seek qualifications, or to the
provision of member services. Based on
the economic impact assessment, the
proposed increases in qualification
examination fees are limited. Moreover,
they do not impose significantly
different impacts on member firms with
different sizes or business models.
Furthermore, FINRA does not believe
that the proposed rule change will
create any competitive advantage for
any individuals as all candidates who
register for a particular qualification
examination will be charged the same
amount.
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)
of the Act 13 and paragraph (f)(2) of Rule
19b–4 thereunder. 14 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
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–FINRA–2015–006. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of FINRA. 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–FINRA–
2015–006 and should be submitted on
or before April 20, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority. 15
Brent J. Fields,
Secretary.
[FR Doc. 2015–07133 Filed 3–27–15; 8:45 am]
Electronic Comments
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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:
[Release No. 34–74570; File No. SR–NYSE–
2015–12]
• 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–
FINRA–2015–006 on the subject line.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending Rule
13 Relating to Pegging Interest
Paper Comments
March 24, 2015.
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
13 15
14 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(2).
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 13 (Orders and Modifiers) relating
to pegging interest. The text of the
proposed rule change is available on the
Exchange’s Web site at www.nyse.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
Rule 13 relating to pegging interest to
provide that if the protected best bid or
offer (‘‘PBBO’’) is not within the range
of the pegging interest, the pegging
interest would peg to the ‘‘next bestpriced available displayable interest,’’
rather than the ‘‘next best-priced
available interest.’’ This amendment
would therefore exclude non-displayed
interest from consideration as part of the
‘‘next best-priced available interest’’
under the rule.
Background
Under current Rule 13, pegging
interest pegs to prices based on (i) a
PBBO, which may be available on the
Exchange or an away market, or (ii)
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2 15
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CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on March 17,
2015, New York Stock Exchange LLC
(‘‘NYSE’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
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U.S.C. 78a.
CFR 240.19b–4.
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interest that establishes a price on the
Exchange.4 In addition, pegging interest
will peg only within a price range
specified by the floor broker submitting
the order. Thus, if the PBBO is not
within the specified price range of the
pegging interest, the pegging interest
will instead peg to the next available
best-priced interest that is within the
specified price range.5 For example, if
pegging interest to buy 100 shares has
a specified price range up to $10.00, but
the best protected bid (‘‘PBB’’) of 100
shares is $10.01, then such pegging
interest could not peg to the $10.01 PBB
because it is not within the specified
price range of the pegging interest. The
pegging interest would instead peg to
the next available best-priced interest
within the specified price range of up to
$10.00.6
The ‘‘next available best-priced
interest’’ concept in the current rule was
originally expressed in a different
fashion (when pegging was based on the
Exchange’s BBO, rather than the PBBO),
but the basic functionality has always
been the same. Specifically, when the
pegging interest was introduced in 2006,
if the Exchange BBO was higher (lower)
than the price limit on the pegging
interest to buy (sell), the pegging
interest would peg to the highest
(lowest) price at which there was other
interest within the pegging price range.7
In 2008, the Exchange introduced NonDisplayed Reserve Orders, without
changing the underlying functionality of
pegging interest to exclude the prices of
such orders from the evaluation of what
constitutes the highest (lowest) price at
which there is other interest available
4 See paragraph (a)(3) to Rule 13 governing
pegging interest.
5 See paragraph (a)(4) to Rule 13 governing
pegging interest.
6 See paragraph (a)(4)(A) to Rule 13 governing
pegging interest. Similarly, if pegging interest
would peg to a price that would lock or cross the
Exchange best offer or bid, the pegging interest
would instead peg to the next available best-priced
interest that would not lock or cross the Exchange
best bid or offer. See paragraph (c)(1) to Rule 13
governing pegging interest.
7 See Securities Exchange Act Release No. 54577
(Oct. 5, 2006), 71 FR 60208, 60210–11 (Oct. 12,
2006) (SR–NYSE–2006–36) (‘‘Pegging Approval
Order’’) (order approving, among other things,
introduction of pegging functionality for Floor
brokers, including ‘‘if the Exchange best bid is
higher than the ceiling price of a pegging buy-side
e-Quote or d-Quote, the e-Quote or d-Quote would
remain at its quote price or the highest price at
which there is other interest within its pegging price
range, whichever is higher (consistent with the
limit price of the order underlying the e-Quote or
d-Quote). Similarly, if the Exchange best offer is
lower than the floor price of a pegging sell-side eQuote or d-Quote, the e-Quote or d-Quote would
remain at its quote price or the lowest price at
which there is other interest within its pegging price
range, whichever is lower (consistent with the limit
price of the order underlying the e-Quote or dQuote).’’ (emphasis added)).
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within the range of the pegging
interest.8 In 2011, the Exchange
amended the rule governing pegging
interest to make a non-substantive
change to the rule text to use the term
‘‘next available best-priced non-pegging
interest’’ to describe the highest (lowest)
priced interest in the Exchange Book or
a protected bid or offer on an away
market to which pegging interest to buy
(sell) could peg.9 Accordingly, the next
available best-priced interest for pegging
interest to buy (sell) is the next highest
(lowest)-priced buy (sell) interest within
Exchange systems or an away market
protected quote that is available for an
execution at any given time. That
interest could be same-side nonmarketable displayable interest or sameside non-marketable non-displayable
interest.
Taking the above example, assume
that the next price points on the
Exchange’s book priced below the
$10.01 PBB are a Non-Display Reserve
Order to buy 100 for $9.99 and a Limit
Order to buy 100 for $9.98. Because the
Non-Display Reserve Order is the next
available best-priced interest within the
specified price range, the pegging
interest would peg to the $9.99 price of
the Non-Display Reserve Order.
Proposed Rule Change
The Exchange proposes to revise its
rule to limit the type of interest to
which pegging interest would peg if the
PBBO is not within the specified price
range of the pegging interest. As
proposed, if the PBBO is not within the
specified price range, the pegging
interest would only peg to the next
available best-priced displayable
interest. The term ‘‘displayable’’ is
defined in Rule 72(a)(i) as that portion
of interest that could be published as, or
as part of, the Exchange BBO and
includes non-marketable odd-lot and
round-lot orders.
8 See Securities Exchange Act Release No. 58845
(Oct. 24, 2008), 73 FR 64379 (Oct. 29, 2008) (SR–
NYSE–2008–46) (introducing Non-Display Reserve
Orders).
9 See Securities Exchange Act Release No. 66031
(Dec. 22, 2011), 76 FR 82024 (Dec. 29, 2011) (SR–
NYSE–2011–62) (‘‘Because the next available bestpriced non-pegging interest may be on an away
market, the Exchange further proposes to amend
paragraph (vii) to Supplementary Material .26 to
specify that the non-pegging interest against which
pegging interest pegs may either be available on the
Exchange or may be a protected bid or offer on an
away market.’’) (‘‘2011 Pegging Filing’’); see also
Securities Exchange Act Release No. 68302 (Nov.
27, 2012), 77 FR 71658, 71662 (Dec. 3, 2012) (SR–
NYSE–2012–65) (amending Exchange rule
governing pegging to, among other things,
consolidate rule text from separate parts of the thenexisting rule in a streamlined format, including use
of the term ‘‘next available best-priced interest’’)
(‘‘2012 Pegging Filing’’).
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Using the above example, under the
proposed change, the pegging interest to
buy would instead peg to the Limit
Order to buy for $9.98, and not the
higher-priced Non-Display Reserve
Order to buy for $9.99.
The Exchange also proposes to make
a conforming change to paragraph (c)(1)
of Rule 13 to provide that if pegging
interest would peg to a price that is
locking or crossing the Exchange best
bid or offer, the pegging interest would
instead peg to the next available bestpriced displayable interest that would
not lock or cross the Exchange best bid
or offer.
Currently, under any circumstance
when pegging interest cannot peg to the
PBBO, whether because of a price
restriction or if the PBBO does not meet
a minimum size designation, pegging
interest pegs instead to the next
available best-priced interest. For
example, pursuant to paragraph (c)(5) of
Rule 13 governing pegging interest, the
Exchange offers an optional feature
whereby pegging interest may be
designated with a minimum size of
same-side volume to which such
pegging interest would peg. If the PBBO
does not meet the optional minimum
size designation, the pegging interest
pegs to the next available best-priced
interest, without regard to size.10
Accordingly, the Exchange also
proposes to make a related change to
current paragraph (c)(5) (which is being
renumbered as paragraph (b)(4)) to
• specify that, if the PBBO does not
meet a minimum size requirement
specified by the pegging interest, the
pegging interest pegs to the next
available best-priced interest, without
regard to size, and
• modify current functionality so that
only displayable interest may be pegged
[sic] in such circumstances.11
10 When the Exchange adopted this feature in
2006, the Exchange only considered the Exchange
BBO for purposes of determining whether the size
condition was met, and specifically excluded
pegging interest that was pegging to the Exchange
BBO. See Pegging Approval Order, supra, n. 7 at
60211. The Exchange now evaluates the minimum
size requirement based on the PBBO instead of the
Exchange BBO. See 2012 Pegging Filing, supra, n.
9 at 71663.
11 The Exchange also proposes to delete the
clause ‘‘which may not be the PBB or PBO’’ in
current paragraph (c)(5), which is rule text that
related to when primary pegging interest had an
optional offset feature, in which case the minimum
quantity would not have been evaluated against the
PBBO because primary pegging interest with an
offset would not have pegged to the PBBO. The
Exchange did not implement the offset functionality
and previously filed a rule change to delete the rule
text relating to the optional offset. See Securities
Exchange Act Release No. 71897 (April 8, 2014), 79
FR 20953 (April 14, 2014) (SR–NYSE–2014–16)
(amending rules governing pegging interest to
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The Exchange also proposes nonsubstantive amendments to delete
references to ‘‘reserved’’ paragraphs of
the rule and renumber the rule
accordingly.
Because of the technology changes
associated with this proposed rule
change, the Exchange will announce by
Trader Update when this change will be
implemented, which will be within 30
days of the effective date of this filing.
2. Statutory Basis
The proposed rule change is
consistent with Section 6(b) of the
Act,12 in general, and furthers the
objectives of Section 6(b)(5),13 in
particular, because it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, to remove
impediments to, and perfect the
mechanism of, a free and open market
and a national market system and, in
general, to protect investors and the
public interest. Specifically, the
proposed change is intended to respond
to the concern raised by the
Commission 14 that the current rule
permitting pegging to prices of nondisplayable same-side non-marketable
interest could potentially allow the user
of the pegging interest to ascertain the
presence of hidden liquidity at those
price levels. Eliminating that
functionality to respond to the
Commission concern (along with
conforming changes in the relevant rule)
is, therefore, consistent with the Act.
Similarly, the Exchange believes that
specifying in its rules how the Exchange
treats pegging interest that cannot peg to
the PBBO, whether because of a price or
size restriction, would remove
impediments to and perfect the
mechanism of a free and open market
because it would provide transparency
regarding the Exchange’s pegging
functionality.
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed change is not intended to
address any competitive issues but
rather to specify and amend the
functionality associated with pegging
interest to respond to concerns raised
regarding current functionality.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 15 and Rule
19b–4(f)(6) thereunder.16 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.17
A proposed rule change filed under
Rule 19b–4(f)(6) 18 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),19 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Exchange asserts that such a
waiver is consistent with the protection
of investors and the public interest
because it would permit the Exchange to
implement the proposed change as soon
as the technology supporting the change
is available, because it would respond to
the Commission concerns that the
15 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
17 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to give the
Commission written notice of the Exchange’s intent
to file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
18 17 CFR 240.19b–4(f)(6).
19 17 CFR 240.19b–4(f)(6)(iii).
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16 17
conform to functionality that is available at the
Exchange).
12 15 U.S.C. 78f(b).
13 15 U.S.C. 78f(b)(5).
14 See Securities Exchange Act Release No. 74298
(Feb. 18, 2015), 80 FR 9770, 9772–73 (Feb. 24, 2015)
(SR–NYSEMKT–2014–95) (Order instituting
proceedings to determine whether to approve or
disapprove a proposed rule change to NYSE MKT,
LLC Rule 13—Equities, which is based on NYSE
Rule 13).
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current rule could potentially allow the
user of pegging interest to ascertain the
presence of hidden liquidity, and
because it would provide transparency
regarding the pegging functionality. The
Commission believes that waiver of the
operative delay is consistent with the
protection of investors and the public
interest. Accordingly, the Commission
hereby waives the 30-day operative
delay and designates the proposal
operative upon filing.20
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.21
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 rulecomments@sec.gov. Please include File
Number SR–NYSE–2015–12 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NYSE–2015–12. 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
20 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
21 15 U.S.C. 78s(b)(3)(C).
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Federal Register / Vol. 80, No. 60 / Monday, March 30, 2015 / Notices
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 will also be available for
inspection and copying at the NYSE’s
principal office and on its Internet Web
site at www.nyse.com. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–NYSE–
2015–12 and should be submitted on or
before April 20, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Brent J. Fields,
Secretary.
[FR Doc. 2015–07134 Filed 3–27–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[SEC File No. 270–216, OMB Control No.
3235–0243]
Submission for OMB Review;
Comment Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
mstockstill on DSK4VPTVN1PROD with NOTICES
Extension:
Rule 206(3)–2.
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.) the Securities
and Exchange Commission (the
‘‘Commission’’) has submitted to the
Office of Management and Budget a
request for extension of the previously
approved collection of information
discussed below.
Rule 206(3)–2, (17 CFR 275.206(3)–2)
which is entitled ‘‘Agency Cross
Transactions for Advisory Clients,’’
permits investment advisers to comply
with section 206(3) of the Investment
Advisers Act of 1940 (the ‘‘Act’’) (15
U.S.C. 80b–6(3)) by obtaining a client’s
blanket consent to enter into agency
cross transactions (i.e., a transaction in
which an adviser acts as a broker to both
the advisory client and the opposite
party to the transaction). Rule 206(3)–2
22 17
CFR 200.30–3(a)(59).
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applies to all registered investment
advisers. In relying on the rule,
investment advisers must provide
certain disclosures to their clients.
Advisory clients can use the disclosures
to monitor agency cross transactions
that affect their advisory account. The
Commission also uses the information
required by Rule 206(3)–2 in connection
with its investment adviser inspection
program to ensure that advisers are in
compliance with the rule. Without the
information collected under the rule,
advisory clients would not have
information necessary for monitoring
their adviser’s handling of their
accounts and the Commission would be
less efficient and effective in its
inspection program.
The information requirements of the
rule consist of the following: (1) Prior to
obtaining the client’s consent,
appropriate disclosure must be made to
the client as to the practice of, and the
conflicts of interest involved in, agency
cross transactions; (2) at or before the
completion of any such transaction, the
client must be furnished with a written
confirmation containing specified
information and offering to furnish
upon request certain additional
information; and (3) at least annually,
the client must be furnished with a
written statement or summary as to the
total number of transactions during the
period covered by the consent and the
total amount of commissions received
by the adviser or its affiliated brokerdealer attributable to such transactions.
The Commission estimates that
approximately 464 respondents use the
rule annually, necessitating about 32
responses per respondent each year, for
a total of 14,848 responses. Each
response requires an estimated 0.5
hours, for a total of 7,424 hours. The
estimated average burden hours are
made solely for the purposes of the
Paperwork Reduction Act and are not
derived from a comprehensive or
representative survey or study of the
cost of Commission rules and forms.
This collection of information is
found at (17 CFR 275.206(3)–2) and is
necessary in order for the investment
adviser to obtain the benefits of Rule
206(3)–2. The collection of information
requirements under the rule is
mandatory. Information subject to the
disclosure requirements of Rule
206(3)–2 does not require submission to
the Commission; and, accordingly, the
disclosure pursuant to the rule is not
kept confidential.
Commission-registered investment
advisers are required to maintain and
preserve certain information required
under Rule 206(3)–2 for five (5) years.
The long-term retention of these records
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16719
is necessary for the Commission’s
inspection program to ascertain
compliance with the Advisers Act.
An agency may not conduct or
sponsor, and a person is not required to
respond to a collection of information
unless it displays a currently valid
control number.
The public may view the background
documentation for this information
collection at the following Web site,
www.reginfo.gov. Comments should be
directed to: (i) Desk Officer for the
Securities and Exchange Commission,
Office of Information and Regulatory
Affairs, Office of Management and
Budget, Room 10102, New Executive
Office Building, Washington, DC 20503,
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Officer, Securities and Exchange
Commission, c/o Remi Pavlik-Simon,
100 F Street NE., Washington, DC 20549
or send an email to: PRA_Mailbox@
sec.gov. Comments must be submitted to
OMB within 30 days of this notice.
Dated: March 24, 2015.
Brent J. Fields,
Secretary.
[FR Doc. 2015–07127 Filed 3–27–15; 8:45 am]
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[Federal Register Volume 80, Number 60 (Monday, March 30, 2015)]
[Notices]
[Pages 16716-16719]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-07134]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74570; File No. SR-NYSE-2015-12]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Amending Rule 13 Relating to Pegging Interest
March 24, 2015.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby given
that on March 17, 2015, New York Stock Exchange LLC (``NYSE'' or
``Exchange'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 13 (Orders and Modifiers)
relating to pegging interest. The text of the proposed rule change is
available on the Exchange's Web site at www.nyse.com, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend Rule 13 relating to pegging interest
to provide that if the protected best bid or offer (``PBBO'') is not
within the range of the pegging interest, the pegging interest would
peg to the ``next best-priced available displayable interest,'' rather
than the ``next best-priced available interest.'' This amendment would
therefore exclude non-displayed interest from consideration as part of
the ``next best-priced available interest'' under the rule.
Background
Under current Rule 13, pegging interest pegs to prices based on (i)
a PBBO, which may be available on the Exchange or an away market, or
(ii)
[[Page 16717]]
interest that establishes a price on the Exchange.\4\ In addition,
pegging interest will peg only within a price range specified by the
floor broker submitting the order. Thus, if the PBBO is not within the
specified price range of the pegging interest, the pegging interest
will instead peg to the next available best-priced interest that is
within the specified price range.\5\ For example, if pegging interest
to buy 100 shares has a specified price range up to $10.00, but the
best protected bid (``PBB'') of 100 shares is $10.01, then such pegging
interest could not peg to the $10.01 PBB because it is not within the
specified price range of the pegging interest. The pegging interest
would instead peg to the next available best-priced interest within the
specified price range of up to $10.00.\6\
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\4\ See paragraph (a)(3) to Rule 13 governing pegging interest.
\5\ See paragraph (a)(4) to Rule 13 governing pegging interest.
\6\ See paragraph (a)(4)(A) to Rule 13 governing pegging
interest. Similarly, if pegging interest would peg to a price that
would lock or cross the Exchange best offer or bid, the pegging
interest would instead peg to the next available best-priced
interest that would not lock or cross the Exchange best bid or
offer. See paragraph (c)(1) to Rule 13 governing pegging interest.
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The ``next available best-priced interest'' concept in the current
rule was originally expressed in a different fashion (when pegging was
based on the Exchange's BBO, rather than the PBBO), but the basic
functionality has always been the same. Specifically, when the pegging
interest was introduced in 2006, if the Exchange BBO was higher (lower)
than the price limit on the pegging interest to buy (sell), the pegging
interest would peg to the highest (lowest) price at which there was
other interest within the pegging price range.\7\ In 2008, the Exchange
introduced Non-Displayed Reserve Orders, without changing the
underlying functionality of pegging interest to exclude the prices of
such orders from the evaluation of what constitutes the highest
(lowest) price at which there is other interest available within the
range of the pegging interest.\8\ In 2011, the Exchange amended the
rule governing pegging interest to make a non-substantive change to the
rule text to use the term ``next available best-priced non-pegging
interest'' to describe the highest (lowest) priced interest in the
Exchange Book or a protected bid or offer on an away market to which
pegging interest to buy (sell) could peg.\9\ Accordingly, the next
available best-priced interest for pegging interest to buy (sell) is
the next highest (lowest)-priced buy (sell) interest within Exchange
systems or an away market protected quote that is available for an
execution at any given time. That interest could be same-side non-
marketable displayable interest or same-side non-marketable non-
displayable interest.
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\7\ See Securities Exchange Act Release No. 54577 (Oct. 5,
2006), 71 FR 60208, 60210-11 (Oct. 12, 2006) (SR-NYSE-2006-36)
(``Pegging Approval Order'') (order approving, among other things,
introduction of pegging functionality for Floor brokers, including
``if the Exchange best bid is higher than the ceiling price of a
pegging buy-side e-Quote or d-Quote, the e-Quote or d-Quote would
remain at its quote price or the highest price at which there is
other interest within its pegging price range, whichever is higher
(consistent with the limit price of the order underlying the e-Quote
or d-Quote). Similarly, if the Exchange best offer is lower than the
floor price of a pegging sell-side e-Quote or d-Quote, the e-Quote
or d-Quote would remain at its quote price or the lowest price at
which there is other interest within its pegging price range,
whichever is lower (consistent with the limit price of the order
underlying the e-Quote or d-Quote).'' (emphasis added)).
\8\ See Securities Exchange Act Release No. 58845 (Oct. 24,
2008), 73 FR 64379 (Oct. 29, 2008) (SR-NYSE-2008-46) (introducing
Non-Display Reserve Orders).
\9\ See Securities Exchange Act Release No. 66031 (Dec. 22,
2011), 76 FR 82024 (Dec. 29, 2011) (SR-NYSE-2011-62) (``Because the
next available best-priced non-pegging interest may be on an away
market, the Exchange further proposes to amend paragraph (vii) to
Supplementary Material .26 to specify that the non-pegging interest
against which pegging interest pegs may either be available on the
Exchange or may be a protected bid or offer on an away market.'')
(``2011 Pegging Filing''); see also Securities Exchange Act Release
No. 68302 (Nov. 27, 2012), 77 FR 71658, 71662 (Dec. 3, 2012) (SR-
NYSE-2012-65) (amending Exchange rule governing pegging to, among
other things, consolidate rule text from separate parts of the then-
existing rule in a streamlined format, including use of the term
``next available best-priced interest'') (``2012 Pegging Filing'').
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Taking the above example, assume that the next price points on the
Exchange's book priced below the $10.01 PBB are a Non-Display Reserve
Order to buy 100 for $9.99 and a Limit Order to buy 100 for $9.98.
Because the Non-Display Reserve Order is the next available best-priced
interest within the specified price range, the pegging interest would
peg to the $9.99 price of the Non-Display Reserve Order.
Proposed Rule Change
The Exchange proposes to revise its rule to limit the type of
interest to which pegging interest would peg if the PBBO is not within
the specified price range of the pegging interest. As proposed, if the
PBBO is not within the specified price range, the pegging interest
would only peg to the next available best-priced displayable interest.
The term ``displayable'' is defined in Rule 72(a)(i) as that portion of
interest that could be published as, or as part of, the Exchange BBO
and includes non-marketable odd-lot and round-lot orders.
Using the above example, under the proposed change, the pegging
interest to buy would instead peg to the Limit Order to buy for $9.98,
and not the higher-priced Non-Display Reserve Order to buy for $9.99.
The Exchange also proposes to make a conforming change to paragraph
(c)(1) of Rule 13 to provide that if pegging interest would peg to a
price that is locking or crossing the Exchange best bid or offer, the
pegging interest would instead peg to the next available best-priced
displayable interest that would not lock or cross the Exchange best bid
or offer.
Currently, under any circumstance when pegging interest cannot peg
to the PBBO, whether because of a price restriction or if the PBBO does
not meet a minimum size designation, pegging interest pegs instead to
the next available best-priced interest. For example, pursuant to
paragraph (c)(5) of Rule 13 governing pegging interest, the Exchange
offers an optional feature whereby pegging interest may be designated
with a minimum size of same-side volume to which such pegging interest
would peg. If the PBBO does not meet the optional minimum size
designation, the pegging interest pegs to the next available best-
priced interest, without regard to size.\10\ Accordingly, the Exchange
also proposes to make a related change to current paragraph (c)(5)
(which is being renumbered as paragraph (b)(4)) to
---------------------------------------------------------------------------
\10\ When the Exchange adopted this feature in 2006, the
Exchange only considered the Exchange BBO for purposes of
determining whether the size condition was met, and specifically
excluded pegging interest that was pegging to the Exchange BBO. See
Pegging Approval Order, supra, n. 7 at 60211. The Exchange now
evaluates the minimum size requirement based on the PBBO instead of
the Exchange BBO. See 2012 Pegging Filing, supra, n. 9 at 71663.
---------------------------------------------------------------------------
specify that, if the PBBO does not meet a minimum size
requirement specified by the pegging interest, the pegging interest
pegs to the next available best-priced interest, without regard to
size, and
modify current functionality so that only displayable
interest may be pegged [sic] in such circumstances.\11\
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\11\ The Exchange also proposes to delete the clause ``which may
not be the PBB or PBO'' in current paragraph (c)(5), which is rule
text that related to when primary pegging interest had an optional
offset feature, in which case the minimum quantity would not have
been evaluated against the PBBO because primary pegging interest
with an offset would not have pegged to the PBBO. The Exchange did
not implement the offset functionality and previously filed a rule
change to delete the rule text relating to the optional offset. See
Securities Exchange Act Release No. 71897 (April 8, 2014), 79 FR
20953 (April 14, 2014) (SR-NYSE-2014-16) (amending rules governing
pegging interest to conform to functionality that is available at
the Exchange).
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[[Page 16718]]
The Exchange also proposes non-substantive amendments to delete
references to ``reserved'' paragraphs of the rule and renumber the rule
accordingly.
Because of the technology changes associated with this proposed
rule change, the Exchange will announce by Trader Update when this
change will be implemented, which will be within 30 days of the
effective date of this filing.
2. Statutory Basis
The proposed rule change is consistent with Section 6(b) of the
Act,\12\ in general, and furthers the objectives of Section
6(b)(5),\13\ in particular, because it is designed to prevent
fraudulent and manipulative acts and practices, to promote just and
equitable principles of trade, to foster cooperation and coordination
with persons engaged in facilitating transactions in securities, to
remove impediments to, and perfect the mechanism of, a free and open
market and a national market system and, in general, to protect
investors and the public interest. Specifically, the proposed change is
intended to respond to the concern raised by the Commission \14\ that
the current rule permitting pegging to prices of non-displayable same-
side non-marketable interest could potentially allow the user of the
pegging interest to ascertain the presence of hidden liquidity at those
price levels. Eliminating that functionality to respond to the
Commission concern (along with conforming changes in the relevant rule)
is, therefore, consistent with the Act. Similarly, the Exchange
believes that specifying in its rules how the Exchange treats pegging
interest that cannot peg to the PBBO, whether because of a price or
size restriction, would remove impediments to and perfect the mechanism
of a free and open market because it would provide transparency
regarding the Exchange's pegging functionality.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
\14\ See Securities Exchange Act Release No. 74298 (Feb. 18,
2015), 80 FR 9770, 9772-73 (Feb. 24, 2015) (SR-NYSEMKT-2014-95)
(Order instituting proceedings to determine whether to approve or
disapprove a proposed rule change to NYSE MKT, LLC Rule 13--
Equities, which is based on NYSE Rule 13).
---------------------------------------------------------------------------
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 that is not necessary or appropriate
in furtherance of the purposes of the Act. The proposed change is not
intended to address any competitive issues but rather to specify and
amend the functionality associated with pegging interest to respond to
concerns raised regarding current functionality.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \15\ and Rule 19b-4(f)(6) thereunder.\16\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.\17\
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\15\ 15 U.S.C. 78s(b)(3)(A)(iii).
\16\ 17 CFR 240.19b-4(f)(6).
\17\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires the Exchange to give the Commission written notice of the
Exchange's intent to file the proposed rule change, along with a
brief description and text of the proposed rule change, at least
five business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission. The
Exchange has satisfied this requirement.
---------------------------------------------------------------------------
A proposed rule change filed under Rule 19b-4(f)(6) \18\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b-4(f)(6)(iii),\19\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing. The Exchange asserts that
such a waiver is consistent with the protection of investors and the
public interest because it would permit the Exchange to implement the
proposed change as soon as the technology supporting the change is
available, because it would respond to the Commission concerns that the
current rule could potentially allow the user of pegging interest to
ascertain the presence of hidden liquidity, and because it would
provide transparency regarding the pegging functionality. The
Commission believes that waiver of the operative delay is consistent
with the protection of investors and the public interest. Accordingly,
the Commission hereby waives the 30-day operative delay and designates
the proposal operative upon filing.\20\
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\18\ 17 CFR 240.19b-4(f)(6).
\19\ 17 CFR 240.19b-4(f)(6)(iii).
\20\ For purposes only of waiving the 30-day operative delay,
the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.\21\
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\21\ 15 U.S.C. 78s(b)(3)(C).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSE-2015-12 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NYSE-2015-12. 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
[[Page 16719]]
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 will also be available for inspection and copying at the
NYSE's principal office and on its Internet Web site at www.nyse.com.
All comments received will be posted without change; the Commission
does not edit personal identifying information from submissions. You
should submit only information that you wish to make available
publicly. All submissions should refer to File Number SR-NYSE-2015-12
and should be submitted on or before April 20, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
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\22\ 17 CFR 200.30-3(a)(59).
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Brent J. Fields,
Secretary.
[FR Doc. 2015-07134 Filed 3-27-15; 8:45 am]
BILLING CODE 8011-01-P