Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to Rule 5950, 17126-17129 [2015-07260]
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17126
Federal Register / Vol. 80, No. 61 / Tuesday, March 31, 2015 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–74580; File No. SR–
NASDAQ–2015–025]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Relating to
Rule 5950
March 25, 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 March 19,
2015, The NASDAQ Stock Market LLC
(‘‘NASDAQ’’ 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 NASDAQ. 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
NASDAQ proposes to amend the
Market Quality Program (‘‘MQP’’ or
‘‘Program’’) fee (‘‘MQP Fee’’) in Rule
5950, entitled Market Quality Program.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
www.nasdaq.cchwallstreet.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
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 this proposal is to
amend the MQP Fee in section (b)(2) of
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Rule 5950. No other changes to the MQP
are proposed.
The MQP enables market makers that
voluntarily commit to and do in fact
enhance the market quality, in terms of
quoted spreads and liquidity, of certain
securities listed on the Exchange to
qualify for a fee credit. These market
makers are eligible for a fee credit only
to the extent that they maintain
stringent quoting and liquidity
standards set forth in the Program. The
MQP is a one year pilot, during which
time the Exchange will periodically
provide information to the Commission
about market quality in respect of the
MQP. NASDAQ believes that the MQP
will be beneficial to issuers, investors
and other market participants, and to
the economy in general by significantly
enhancing the quality of the market and
trading in listed securities.
The Commission approved the MQP
as a pilot program.3 The pilot program
has not commenced. At this time, there
are no MQP Companies 4 or MQP
Market Makers 5 in the Program.6 During
this interim period, the Exchange is
proposing to reduce the MQP Fee to
enhance the competitive nature of the
Program.7
3 See Securities Exchange Act Release No. 69195
(March 20, 2013), 78 FR 18393 (March 26, 2013)
(SR–NASDAQ–2012–137) (order granting approval
of Market Quality Program) (SR–NASDAQ–2012–
137) (‘‘MQP order’’). See also Securities Exchange
Act Release No. 68515 (December 21, 2012), 77 FR
77141 (December 31, 2012) (SR–NASDAQ–2012–
137) (notice of filing Market Quality Program as
pilot, with extensive description of program)
(‘‘MQP proposal’’). In the MQP proposal the
Exchange noted the need for the MQP and positive
results of such programs, the extensive positive
academic studies, and the success of the thirteen
year old NASDAQ First North market incentive
program that is similar in nature to the MQP.
4 The term ‘‘MQP Company’’ is defined in Rule
5950(e)(5) as the trust or company housing the
Exchange Traded Fund (‘‘ETF’’) or, if the ETF is not
a series of a trust or company, then the Exchange
Traded Fund itself. MQP Fees for MQP Securities
will be paid by the Sponsors associated with the
MQP Companies. The term ‘‘Sponsor’’ means the
registered investment adviser that provides
investment management services to an MQP
Company or any of such adviser’s parents or
subsidiaries. The term ‘‘Exchange Traded Fund’’ is
defined in Rule 5950(e)(2) includes [sic] Portfolio
Depository Receipts and Index Fund Shares, which
are defined in NASDAQ Rule 5705; the Exchange
believes, as noted in the MQP proposal, that
predominantly ETFs will be listed on the MQP.
5 The term ‘‘Market Maker’’ is defined in Rule
5005(a)(24) as a dealer that, with respect to a
security, holds itself out (by entering quotations in
the NASDAQ Market Center) as being willing to buy
and sell such security for its own account on a
regular and continuous basis and that is registered
as such.
6 Section (f) of Rule 5950 states, in relevant part,
that the MQP will be effective for a one year pilot
period that will commence when the Program is
implemented by Exchange acceptance of an MQP
Company, on behalf of an MQP Security, and
relevant MQP Market Maker into the Program.
7 See, e.g., Securities Exchange Act Release No.
69706 (June 6, 2013), 78 FR 35340 (June 12, 2013)
PO 00000
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Current Rule 5950 discusses the
Market Quality Program. MQP
Securities consist of ETF securities
issued by an MQP Company and listed
on the Exchange pursuant to NASDAQ
Rule 5705.8 In addition to the standard
(non-MQP) Exchange listing fee
applicable to an MQP Security set forth
in the NASDAQ Rule 5000 Series an
MQP Company may [sic] incur a fee
known as an MQP Fee, on behalf of an
MQP Security, to participate in the
Program. The MQP Fee will be paid by
a Sponsors [sic] associated with an MQP
Company.9 The MQP Fee will be used
for the purpose of incentivizing one or
more MQP Market Makers to enhance
the market quality of an MQP Security.
Subject to the conditions set forth in the
proposed [sic] rule, this incentive
payment will be credited (‘‘MQP
Credit’’) pro rata to one or more MQP
Market Makers that meet quoting and
trading requirements in the MQP
Security and thereby make a highquality market in the MQP Security.10
Currently, per Rule 5950(b)(2), an
MQP Company participating in the
MQP will incur an annual basic MQP
Fee of $50,000 per MQP Security (‘‘basic
MQP Fee’’), which must be paid to the
Exchange prospectively each quarter.
An MQP Company may also, on an
annual basis, voluntarily select to incur
(SR–NYSEArca–2013–34) (order granting approval
of NYSE Arca incentive pilot program). See also
Securities Exchange Act Release No. 66307
(February 2, 2012), 77 FR 6608 (February 8, 2012)
(SR–BATS–2011–051) (order granting approval of
BATS Competitive Liquidity Provider program).
8 The term ‘‘MQP Security’’ is defined in Rule
5950(e)(1) as an ETF security issued by an MQP
Company that meets all of the requirements to be
listed on NASDAQ pursuant to Rule 5705.
9 See Rule 5950(b)(2)(C)(i). The term ‘‘Sponsor’’ is
defined in Rule 5950(e)(5) to mean the registered
investment adviser that provides investment
management services to an MQP Company or any
of the adviser’s parents or subsidiaries.
10 See Rule 5950(c). For an MQP Market Maker to
be eligible to receive MQP Credit when making
markets in MQP Securities, the MQP Market Maker
must, in addition to meeting applicable Market
Maker obligations pursuant to Rule 4613, on a
monthly basis meet or exceed section (c) quoting
and trading requirements that include, in relevant
part: (i) For at least 25% of the time when quotes
can be entered in the Regular Market Session as
averaged over the course of a month, must
maintain: a) at least 500 shares of attributable,
displayed quotes or orders at the NBBO or better on
the bid side of an MQP Security; and b) at least 500
shares of attributable, displayed quotes or orders at
the NBBO or better on the offer side of an MQP
Security; and (ii) For at least 90% of the time when
quotes can be entered in the Regular Market Session
as averaged over the course of a month, must
maintain: a) at least 2,500 shares of attributable,
displayed posted liquidity on the Nasdaq Market
Center that are priced no wider than 2% away from
the NBBO on the bid side of an MQP Security; and
b) at least 2,500 shares of attributable, displayed
posted liquidity on the Nasdaq Market Center that
are priced no wider than 2% away from the NBBO
on the offer side of an MQP Security.
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Federal Register / Vol. 80, No. 61 / Tuesday, March 31, 2015 / Notices
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an annual supplemental MQP Fee per
MQP Security (‘‘supplemental MQP
Fee’’), which must be paid to the
Exchange prospectively each quarter.
Currently, the basic MQP Fee and
supplemental MQP Fee cannot exceed
$100,000 per year when combined. The
amount of the supplemental MQP Fee,
if any, for each MQP Security will be
determined by the MQP Company
initially and will remain the same for
one year. The Exchange will provide
notification on its Web site regarding
the amount, if any, of any supplemental
MQP Fee determined by an MQP
Company per MQP Security.11
The Exchange proposes to amend the
basic MQP Fee and the supplemental
MQP Fee. Specifically, the Exchange
proposes to amend the MQP Fee as
follows: the annual basic MQP fee will
be $35,000; and the basic MQP Fee and
supplemental MQP Fee when combined
will not exceed $70,000. Thus, the
supplemental MQP Fee as proposed
may not be greater than $35,000 in
addition to the basic MQP Fee. The 1:2
relationship between the basic and
supplemental fee is preserved. That is,
where currently the basic MQP Fee is
$50,000 and the basic MQP Fee and
supplemental MQP Fee when combined
may not exceed $100,000 (twice the
basic MQP Fee), the proposed basic
MQP Fee is $35,000 and the basic MQP
Fee and supplemental MQP Fee when
combined may not exceed $70,000 (also
twice the basic MQP Fee). Other than
the MQP Fee, no other changes are
proposed in this filing.
The Exchange has discussed the
structure and implementation of the
Program with potential MQP Companies
and MQP Market Makers. The Exchange
believes that the proposal will help to
incentivize MQP Companies to list ETF
products, and MQP Market Makers to
make quality markets through the MQP
Program. The Exchange believes that its
proposal, which would encourage
Program implementation, will be
11 In addition to the supplemental MQP fee, the
Exchange will include on its Web site the following
information: (i) The identities of the MQP
Companies, MQP Securities, and MQP Market
Makers accepted into the MQP; (ii) any limits the
Exchange may impose on the number of MQP
Securities per MQP Company or MQP Market
Makers per MQP Security in the MQP; (iii) any
notification received by the Exchange that an MQP
Company, on behalf of an MQP Security, or MQP
Market Maker intends to withdraw from the MQP;
and (iv) the dates that an MQP Company, on behalf
of an MQP Security, commences participation in
and is withdrawn or terminated from the MQP.
Furthermore, an MQP Company will be required to
disclose on a product-specific Web site that the
MQP Security is participating in the MQP and will
be required to provide a link on that Web site to
the Exchange’s MQP Web site.
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beneficial to the market and market
participants.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder, including the requirements
of Section 6(b) of the Act.12 In
particular, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 13 requirements that
the rules of an exchange be designed to
promote just and equitable principles of
trade, to prevent fraudulent and
manipulative acts, to foster cooperation
and coordination with persons engaged
in facilitating transactions in securities,
to remove impediments to and to perfect
the mechanism for a free and open
market and a national market system,
and, in general, to protect investors and
the public interest. The Exchange
believes that its proposal to decrease the
MQP Fee is wholly consistent with the
Act and promotes the implementation
and use of the MQP.
The goal of the MQP—to incentivize
members to make high-quality, liquid
markets—supports the primary goal of
the Act to promote the development of
a resilient and efficient national market
system. The primary goal of the Act
includes multiple policies such as price
discovery, order interaction, and
competition among orders and markets.
The MQP as amended promotes all of
these policies and will enhance quote
competition, improve NASDAQ
liquidity, support the quality of price
discovery, promote market transparency
and increase competition for listings
and trade executions while reducing
spreads and transaction costs.
Maintaining and increasing liquidity in
exchange-listed securities executed on a
registered exchange will help raise
investors’ confidence in the fairness of
the market and their transactions.
Improving liquidity in this manner is
particularly important with respect to
ETFs and low-volume securities, as
noted by the Joint CFTC/SEC Advisory
Commission on Emerging Regulatory
Issues.14
Each aspect of the MQP as amended
adheres to and supports the Act. The
Program promotes the equitable
allocation of fees and dues among
12 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
14 See Recommendations Regarding Regulatory
Responses To The Market Events Of May 6, 2010,
February 18, 2011 (Recommendation that the SEC
evaluate whether incentives or regulations can be
developed to encourage persons who engage in
market making strategies to regularly provide buy
and sell quotations that are ‘‘reasonably related to
the market.’’). Available at https://www.sec.gov/
spotlight/sec-cftcjointcommittee/021811-report.pdf.
13 15
PO 00000
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17127
issuers. The MQP is completely
voluntary in that it will provide an
additional means by which issuers may
relate to the Exchange without
modifying the existing listing options.
Issuers can supplement the standard
listing fees (which have already been
determined to be consistent with the
Act) with those of the MQP (which are
consistent with the Act as well). While
the MQP will result in higher overall
fees for issuers that choose to
participate, the Exchange notes that the
MQP Fee (both basic and supplemental)
for participation in the Program is
decidedly lower and would enable the
issuers to receive significant benefits for
participating, including greater
liquidity, and lower transaction costs for
their investors.15
The MQP as amended also represents
an equitable allocation of fees and dues
among Market Makers. Again, the MQP
is completely voluntary with respect to
Market Maker participation in that it
will provide an additional means by
which members may qualify for a credit,
without eliminating any of the existing
means of qualifying for incentives on
the Exchange. Currently, NASDAQ and
other exchanges use multiple fee
arrangements to incentivize Market
Makers to maintain high quality markets
or to improve the quality of executions,
including various payment for order
flow arrangements, liquidity provider
credits, and NASDAQ’s Investor
Support Program (set forth in NASDAQ
Rule 7014). Market Makers that choose
to undertake increased burdens
pursuant to the MQP will be rewarded
with increased credits; those that do not
undertake such burdens will receive no
added benefit. As with issuers, Market
Makers that choose to participate in the
MQP will be permitted to withdraw
from it after an initial commitment if
they determine that the burdens
imposed by the MQP outweigh the
benefits provided.
Additionally, the MQP as amended
reflects an equitable allocation of MQP
Credits among Market Makers that
choose to participate and fulfill the
obligations imposed by the rule. If one
Market Maker fulfills those obligations,
the MQP Credit will be distributed by
NASDAQ to that Market Maker out of
the General Fund; and if multiple
Market Makers satisfy the standard, the
MQP Credit will be distributed pro rata
among them. In other words, all of the
15 Additionally, issuers will have the ability to
withdraw from the Program after an initial
commitment in the event they determine that
participation is not beneficial. In that case, the
withdrawing issuers will automatically revert to the
already-approved fee schedule applicable to the
market tier in which their shares are listed.
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Federal Register / Vol. 80, No. 61 / Tuesday, March 31, 2015 / Notices
asabaliauskas on DSK5VPTVN1PROD with NOTICES
benefit of the MQP Credits will flow to
high-performing Market Makers,
provided that at least one Market Maker
fulfills the obligations under the
proposed rule.
The MQP as amended is designed to
avoid unfair discrimination among
Market Makers and issuers. The
proposed rule contains objective,
measurable (universal) standards that
NASDAQ will apply with care. These
standards will be applied equally to
ensure that similarly situated parties are
treated similarly. This is equally true for
inclusion of issuers and Market Makers,
withdrawal of issuers and Market
Makers, and termination of eligibility
for the MQP. The standards are carefully
constructed to protect the rights of all
parties wishing to participate in the
Program by providing notice of
requirements and a description of the
selection process. NASDAQ will apply
these standards with the same care and
experience with which it applies the
many similar rules and standards in
NASDAQ’s rule manuals. The MQP Fee
as amended and the credit to Market
Makers will be applied uniformly to all
in the Program that maintain Program
standards.
NASDAQ notes that it operates in a
highly competitive market in which
market participants can readily favor
competing venues if they deem fee
levels at a particular venue to be
excessive, or rebate opportunities
available at other venues to be more
favorable. In such an environment,
NASDAQ must continually adjust its
fees and program offerings to remain
competitive with other exchanges and
with alternative trading systems that
have been exempted from compliance
with the statutory standards applicable
to exchanges. NASDAQ believes that all
aspects of the proposed rule change
reflect this competitive environment
because the MQP is designed to increase
the credits provided to members that
enhance NASDAQ’s market quality.16
The proposal to lower the MQP Fee is
commensurate with the goals of the Act,
in compliance with the Act, and raises
no new issues that have not already
been discussed. The proposal is noncontroversial in nature.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
NASDAQ does not believe that the
proposed rule change will result in any
16 NASDAQ notes that, as discussed, the
proposed paid for market making system has been
used successfully for years on NASDAQ Nordic’s
First North market and has been beneficial to
market participants including investors and listing
companies (issuers) that have experienced market
quality and liquidity with narrowed spreads.
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burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act, as amended.
To the contrary, NASDAQ believes that
its proposal is pro-competitive in that it
will incentivize the use of the MQP and
increase competition in both the listings
market and in the transaction services
market. This proposal, like the MQP,
will promote competition in the listings
market by advancing NASDAQ’s
reputation as an exchange that works
tirelessly to develop a better market for
all issuers, and for partnering with
issuers to improve the quality of trading
on NASDAQ. In fact, this proposal, and
the MQP itself, is a response to the
competition provided by other markets
that have developed competing
programs, including NYSE Arca and
BATS.
The MQP as amended promotes
competition in the transaction services
market by creating incentives for market
makers to make better quality markets.
As market makers strive to attain the
quality standards established by the
MQP, the quality of NASDAQ’s quotes
will improve. This, in turn, will attract
more liquidity to NASDAQ and further
improve the quality of trading of MQP
stocks. Market quality and liquidity is
paramount to NASDAQ, as also to other
exchanges. As discussed, competing
markets have created incentives of their
own to improve the quality of their
markets and to attract liquidity to their
markets.
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,17 the Exchange has designated
this proposal as establishing or changing
a due, fee, or other charge imposed 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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
17 15
PO 00000
U.S.C. 78s(b)(3)(A)(ii).
Frm 00104
Fmt 4703
Sfmt 4703
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–
NASDAQ–2015–025 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–NASDAQ–2015–025. 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–
NASDAQ–2015–025 and should be
submitted on or before April 21, 2015.
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Federal Register / Vol. 80, No. 61 / Tuesday, March 31, 2015 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Brent J. Fields,
Secretary.
[FR Doc. 2015–07260 Filed 3–30–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Budget, Room 10102, New Executive
Office Building, Washington, DC 20503,
or by sending an email to: Shagufta_
Ahmed@omb.eop.gov; and (ii) Pamela
Dyson, Director/Chief Information
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 25, 2015.
Brent J. Fields,
Secretary.
[SEC File No. 270–335, OMB Control No.
3235–0381]
Submission for OMB Review;
Comment Request
[FR Doc. 2015–07253 Filed 3–30–15; 8:45 am]
BILLING CODE 8011–01–P
Upon Written Request Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
asabaliauskas on DSK5VPTVN1PROD with NOTICES
Extension:
Form 40–F.
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
(‘‘Commission’’) has submitted to the
Office of Management and Budget this
request for extension of the previously
approved collection of information
discussed below.
Form 40–F (17 CFR 249.240f) is used
by certain Canadian issuers to register a
class of securities pursuant to Section
12(b) or (g) of the Securities Exchange
Act of 1934 (‘‘Exchange Act’’)(15 U.S.C.
78l) or as an annual report pursuant to
Section 13(a) or 15(d) of the Exchange
Act (15 U.S.C. 78m(a) or 78o(d)). The
information required in the Form 40–F
is used by investors in making
investment decisions with respect to the
securities of such Canadian companies.
We estimate that Form 40–F takes
approximately 429.93 hours per
response and is filed by approximately
160 respondents. We estimate that 25%
of the 429.93 hours per response (107.48
hours) is prepared by the issuer for a
total reporting burden of 17,197 (107.48
hours per response × 160 responses).
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
18 17
CFR 200.30–3(a)(12).
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SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
31511; File No. 812–14346]
ETFS Trust and ETF Securities
Advisors, LLC; Notice of Application
March 25, 2015.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of an application under
section 6(c) of the Investment Company
Act of 1940 (‘‘Act’’) for an exemption
from section 15(a) of the Act and rule
18f–2 under the Act, as well as from
certain disclosure requirements.
AGENCY:
17129
nature of the writer’s interest, any facts
bearing upon the desirability of a
hearing on the matter, the reason for the
request, and the issues contested.
Persons who wish to be notified of a
hearing may request notification by
writing to the Commission’s Secretary.
ADDRESSES: Secretary, U.S. Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
Applicants, ETFS Trust, 48 Wall Street,
New York, New York 10005.
FOR FURTHER INFORMATION CONTACT:
Barbara T. Heussler, Senior Counsel, at
(202) 551–6990, or Mary Kay Frech,
Branch Chief, at (202) 551–6821
(Division of Investment Management,
Chief Counsel’s Office).
SUPPLEMENTARY INFORMATION: The
following is a summary of the
application. The complete application
may be obtained via the Commission’s
Web site by searching for the file
number, or for an applicant using the
Company name box, at https://
www.sec.gov/search/search.htm or by
calling (202) 551–8090.
Applicants’ Representations
Summary of Application: Applicants
request an order that would permit them
to enter into and materially amend
subadvisory agreements with WhollyOwned Sub-Advisers (as defined below)
and non-affiliated sub-advisers without
shareholder approval and would grant
relief from certain disclosure
requirements.
Applicants: ETFS Trust (the ‘‘Trust’’)
and ETF Securities Advisors LLC (the
‘‘Adviser’’).
1. The Trust is organized as a
Delaware statutory trust and is
registered with the Commission as an
open-end management investment
company under the Act. The Trust
currently offers four series of shares and
may offer additional series of shares in
the future (each, a ‘‘Fund’’ and
collectively the ‘‘Funds’’),1 each with its
own distinct investment objective,
policy and restrictions. Each Fund will
operate as an exchange-traded fund.2
ETF Securities is a Delaware limited
liability company and is registered with
the Commission as an investment
adviser under the Investment Advisers
Act of 1940 (the ‘‘Advisers Act’’).
2. Applicants request an order to
permit the Adviser,3 subject to the
Filing Dates: The application was
filed on August 13, 2014 and amended
on December 2, 2014 and February 12,
2015.
Hearing or Notification of Hearing: An
order granting the requested relief will
be issued unless the Commission orders
a hearing. Interested persons may
request a hearing by writing to the
Commission’s Secretary and serving
applicants with a copy of the request,
personally or by mail. Hearing requests
should be received by the Commission
by 5:30 p.m. on April 17, 2015, and
should be accompanied by proof of
service on applicants, in the form of an
affidavit or, for lawyers, a certificate of
service. Pursuant to rule 0–5 under the
Act, hearing requests should state the
1 Currently the Trust consists of the following
Funds: ETFS Zacks Earnings Large-Cap U.S. Index
Fund, ETFS Zacks Earnings Small-Cap U.S. Index
Fund, ETFS Diversified-Factor Large Cap U.S. Index
Fund, and the ETFS Diversified-Factor Developed
Europe Index Fund (the ‘‘Initial Fund(s)’’).
2 Future Funds may be operated as a masterfeeder structure pursuant to section 12(d)(1)(E) of
the Act. In such a structure, certain Funds (each,
a ‘‘Feeder Fund’’) may invest substantially all of
their assets in a Fund (a ‘‘Master Fund’’) pursuant
to section 12(d)(1)(E) of the Act. No Feeder Fund
will engage any sub-advisers other than through
approving the engagement of one or more of the
Master Fund’s sub-advisers.
3 The term ‘‘Adviser’’ includes (1) ETF Securities,
and (2) any entity controlling, controlled by or
under common control with, ETF Securities or its
successors that serves as investment adviser to the
Funds. For purposes of the requested order,
‘‘successor’’ is limited to an entity that results from
a reorganization into another jurisdiction or a
change in the type of business organization.
DATES:
PO 00000
Frm 00105
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31MRN1
Agencies
[Federal Register Volume 80, Number 61 (Tuesday, March 31, 2015)]
[Notices]
[Pages 17126-17129]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2015-07260]
[[Page 17126]]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-74580; File No. SR-NASDAQ-2015-025]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Relating to Rule 5950
March 25, 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 March 19, 2015, The NASDAQ Stock Market LLC (``NASDAQ'' 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 NASDAQ.
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\ 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
NASDAQ proposes to amend the Market Quality Program (``MQP'' or
``Program'') fee (``MQP Fee'') in Rule 5950, entitled Market Quality
Program.
The text of the proposed rule change is available on the Exchange's
Web site at https://www.nasdaq.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 this proposal is to amend the MQP Fee in section
(b)(2) of Rule 5950. No other changes to the MQP are proposed.
The MQP enables market makers that voluntarily commit to and do in
fact enhance the market quality, in terms of quoted spreads and
liquidity, of certain securities listed on the Exchange to qualify for
a fee credit. These market makers are eligible for a fee credit only to
the extent that they maintain stringent quoting and liquidity standards
set forth in the Program. The MQP is a one year pilot, during which
time the Exchange will periodically provide information to the
Commission about market quality in respect of the MQP. NASDAQ believes
that the MQP will be beneficial to issuers, investors and other market
participants, and to the economy in general by significantly enhancing
the quality of the market and trading in listed securities.
The Commission approved the MQP as a pilot program.\3\ The pilot
program has not commenced. At this time, there are no MQP Companies \4\
or MQP Market Makers \5\ in the Program.\6\ During this interim period,
the Exchange is proposing to reduce the MQP Fee to enhance the
competitive nature of the Program.\7\
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\3\ See Securities Exchange Act Release No. 69195 (March 20,
2013), 78 FR 18393 (March 26, 2013) (SR-NASDAQ-2012-137) (order
granting approval of Market Quality Program) (SR-NASDAQ-2012-137)
(``MQP order''). See also Securities Exchange Act Release No. 68515
(December 21, 2012), 77 FR 77141 (December 31, 2012) (SR-NASDAQ-
2012-137) (notice of filing Market Quality Program as pilot, with
extensive description of program) (``MQP proposal''). In the MQP
proposal the Exchange noted the need for the MQP and positive
results of such programs, the extensive positive academic studies,
and the success of the thirteen year old NASDAQ First North market
incentive program that is similar in nature to the MQP.
\4\ The term ``MQP Company'' is defined in Rule 5950(e)(5) as
the trust or company housing the Exchange Traded Fund (``ETF'') or,
if the ETF is not a series of a trust or company, then the Exchange
Traded Fund itself. MQP Fees for MQP Securities will be paid by the
Sponsors associated with the MQP Companies. The term ``Sponsor''
means the registered investment adviser that provides investment
management services to an MQP Company or any of such adviser's
parents or subsidiaries. The term ``Exchange Traded Fund'' is
defined in Rule 5950(e)(2) includes [sic] Portfolio Depository
Receipts and Index Fund Shares, which are defined in NASDAQ Rule
5705; the Exchange believes, as noted in the MQP proposal, that
predominantly ETFs will be listed on the MQP.
\5\ The term ``Market Maker'' is defined in Rule 5005(a)(24) as
a dealer that, with respect to a security, holds itself out (by
entering quotations in the NASDAQ Market Center) as being willing to
buy and sell such security for its own account on a regular and
continuous basis and that is registered as such.
\6\ Section (f) of Rule 5950 states, in relevant part, that the
MQP will be effective for a one year pilot period that will commence
when the Program is implemented by Exchange acceptance of an MQP
Company, on behalf of an MQP Security, and relevant MQP Market Maker
into the Program.
\7\ See, e.g., Securities Exchange Act Release No. 69706 (June
6, 2013), 78 FR 35340 (June 12, 2013) (SR-NYSEArca-2013-34) (order
granting approval of NYSE Arca incentive pilot program). See also
Securities Exchange Act Release No. 66307 (February 2, 2012), 77 FR
6608 (February 8, 2012) (SR-BATS-2011-051) (order granting approval
of BATS Competitive Liquidity Provider program).
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Current Rule 5950 discusses the Market Quality Program. MQP
Securities consist of ETF securities issued by an MQP Company and
listed on the Exchange pursuant to NASDAQ Rule 5705.\8\ In addition to
the standard (non-MQP) Exchange listing fee applicable to an MQP
Security set forth in the NASDAQ Rule 5000 Series an MQP Company may
[sic] incur a fee known as an MQP Fee, on behalf of an MQP Security, to
participate in the Program. The MQP Fee will be paid by a Sponsors
[sic] associated with an MQP Company.\9\ The MQP Fee will be used for
the purpose of incentivizing one or more MQP Market Makers to enhance
the market quality of an MQP Security. Subject to the conditions set
forth in the proposed [sic] rule, this incentive payment will be
credited (``MQP Credit'') pro rata to one or more MQP Market Makers
that meet quoting and trading requirements in the MQP Security and
thereby make a high-quality market in the MQP Security.\10\
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\8\ The term ``MQP Security'' is defined in Rule 5950(e)(1) as
an ETF security issued by an MQP Company that meets all of the
requirements to be listed on NASDAQ pursuant to Rule 5705.
\9\ See Rule 5950(b)(2)(C)(i). The term ``Sponsor'' is defined
in Rule 5950(e)(5) to mean the registered investment adviser that
provides investment management services to an MQP Company or any of
the adviser's parents or subsidiaries.
\10\ See Rule 5950(c). For an MQP Market Maker to be eligible to
receive MQP Credit when making markets in MQP Securities, the MQP
Market Maker must, in addition to meeting applicable Market Maker
obligations pursuant to Rule 4613, on a monthly basis meet or exceed
section (c) quoting and trading requirements that include, in
relevant part: (i) For at least 25% of the time when quotes can be
entered in the Regular Market Session as averaged over the course of
a month, must maintain: a) at least 500 shares of attributable,
displayed quotes or orders at the NBBO or better on the bid side of
an MQP Security; and b) at least 500 shares of attributable,
displayed quotes or orders at the NBBO or better on the offer side
of an MQP Security; and (ii) For at least 90% of the time when
quotes can be entered in the Regular Market Session as averaged over
the course of a month, must maintain: a) at least 2,500 shares of
attributable, displayed posted liquidity on the Nasdaq Market Center
that are priced no wider than 2% away from the NBBO on the bid side
of an MQP Security; and b) at least 2,500 shares of attributable,
displayed posted liquidity on the Nasdaq Market Center that are
priced no wider than 2% away from the NBBO on the offer side of an
MQP Security.
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Currently, per Rule 5950(b)(2), an MQP Company participating in the
MQP will incur an annual basic MQP Fee of $50,000 per MQP Security
(``basic MQP Fee''), which must be paid to the Exchange prospectively
each quarter. An MQP Company may also, on an annual basis, voluntarily
select to incur
[[Page 17127]]
an annual supplemental MQP Fee per MQP Security (``supplemental MQP
Fee''), which must be paid to the Exchange prospectively each quarter.
Currently, the basic MQP Fee and supplemental MQP Fee cannot exceed
$100,000 per year when combined. The amount of the supplemental MQP
Fee, if any, for each MQP Security will be determined by the MQP
Company initially and will remain the same for one year. The Exchange
will provide notification on its Web site regarding the amount, if any,
of any supplemental MQP Fee determined by an MQP Company per MQP
Security.\11\
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\11\ In addition to the supplemental MQP fee, the Exchange will
include on its Web site the following information: (i) The
identities of the MQP Companies, MQP Securities, and MQP Market
Makers accepted into the MQP; (ii) any limits the Exchange may
impose on the number of MQP Securities per MQP Company or MQP Market
Makers per MQP Security in the MQP; (iii) any notification received
by the Exchange that an MQP Company, on behalf of an MQP Security,
or MQP Market Maker intends to withdraw from the MQP; and (iv) the
dates that an MQP Company, on behalf of an MQP Security, commences
participation in and is withdrawn or terminated from the MQP.
Furthermore, an MQP Company will be required to disclose on a
product-specific Web site that the MQP Security is participating in
the MQP and will be required to provide a link on that Web site to
the Exchange's MQP Web site.
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The Exchange proposes to amend the basic MQP Fee and the
supplemental MQP Fee. Specifically, the Exchange proposes to amend the
MQP Fee as follows: the annual basic MQP fee will be $35,000; and the
basic MQP Fee and supplemental MQP Fee when combined will not exceed
$70,000. Thus, the supplemental MQP Fee as proposed may not be greater
than $35,000 in addition to the basic MQP Fee. The 1:2 relationship
between the basic and supplemental fee is preserved. That is, where
currently the basic MQP Fee is $50,000 and the basic MQP Fee and
supplemental MQP Fee when combined may not exceed $100,000 (twice the
basic MQP Fee), the proposed basic MQP Fee is $35,000 and the basic MQP
Fee and supplemental MQP Fee when combined may not exceed $70,000 (also
twice the basic MQP Fee). Other than the MQP Fee, no other changes are
proposed in this filing.
The Exchange has discussed the structure and implementation of the
Program with potential MQP Companies and MQP Market Makers. The
Exchange believes that the proposal will help to incentivize MQP
Companies to list ETF products, and MQP Market Makers to make quality
markets through the MQP Program. The Exchange believes that its
proposal, which would encourage Program implementation, will be
beneficial to the market and market participants.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act and the rules and regulations thereunder, including the
requirements of Section 6(b) of the Act.\12\ In particular, the
Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \13\ requirements that the rules of an exchange be
designed to promote just and equitable principles of trade, to prevent
fraudulent and manipulative acts, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities, to remove impediments to and to perfect the mechanism for a
free and open market and a national market system, and, in general, to
protect investors and the public interest. The Exchange believes that
its proposal to decrease the MQP Fee is wholly consistent with the Act
and promotes the implementation and use of the MQP.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
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The goal of the MQP--to incentivize members to make high-quality,
liquid markets--supports the primary goal of the Act to promote the
development of a resilient and efficient national market system. The
primary goal of the Act includes multiple policies such as price
discovery, order interaction, and competition among orders and markets.
The MQP as amended promotes all of these policies and will enhance
quote competition, improve NASDAQ liquidity, support the quality of
price discovery, promote market transparency and increase competition
for listings and trade executions while reducing spreads and
transaction costs. Maintaining and increasing liquidity in exchange-
listed securities executed on a registered exchange will help raise
investors' confidence in the fairness of the market and their
transactions. Improving liquidity in this manner is particularly
important with respect to ETFs and low-volume securities, as noted by
the Joint CFTC/SEC Advisory Commission on Emerging Regulatory
Issues.\14\
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\14\ See Recommendations Regarding Regulatory Responses To The
Market Events Of May 6, 2010, February 18, 2011 (Recommendation that
the SEC evaluate whether incentives or regulations can be developed
to encourage persons who engage in market making strategies to
regularly provide buy and sell quotations that are ``reasonably
related to the market.''). Available at https://www.sec.gov/spotlight/sec-cftcjointcommittee/021811-report.pdf.
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Each aspect of the MQP as amended adheres to and supports the Act.
The Program promotes the equitable allocation of fees and dues among
issuers. The MQP is completely voluntary in that it will provide an
additional means by which issuers may relate to the Exchange without
modifying the existing listing options. Issuers can supplement the
standard listing fees (which have already been determined to be
consistent with the Act) with those of the MQP (which are consistent
with the Act as well). While the MQP will result in higher overall fees
for issuers that choose to participate, the Exchange notes that the MQP
Fee (both basic and supplemental) for participation in the Program is
decidedly lower and would enable the issuers to receive significant
benefits for participating, including greater liquidity, and lower
transaction costs for their investors.\15\
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\15\ Additionally, issuers will have the ability to withdraw
from the Program after an initial commitment in the event they
determine that participation is not beneficial. In that case, the
withdrawing issuers will automatically revert to the already-
approved fee schedule applicable to the market tier in which their
shares are listed.
---------------------------------------------------------------------------
The MQP as amended also represents an equitable allocation of fees
and dues among Market Makers. Again, the MQP is completely voluntary
with respect to Market Maker participation in that it will provide an
additional means by which members may qualify for a credit, without
eliminating any of the existing means of qualifying for incentives on
the Exchange. Currently, NASDAQ and other exchanges use multiple fee
arrangements to incentivize Market Makers to maintain high quality
markets or to improve the quality of executions, including various
payment for order flow arrangements, liquidity provider credits, and
NASDAQ's Investor Support Program (set forth in NASDAQ Rule 7014).
Market Makers that choose to undertake increased burdens pursuant to
the MQP will be rewarded with increased credits; those that do not
undertake such burdens will receive no added benefit. As with issuers,
Market Makers that choose to participate in the MQP will be permitted
to withdraw from it after an initial commitment if they determine that
the burdens imposed by the MQP outweigh the benefits provided.
Additionally, the MQP as amended reflects an equitable allocation
of MQP Credits among Market Makers that choose to participate and
fulfill the obligations imposed by the rule. If one Market Maker
fulfills those obligations, the MQP Credit will be distributed by
NASDAQ to that Market Maker out of the General Fund; and if multiple
Market Makers satisfy the standard, the MQP Credit will be distributed
pro rata among them. In other words, all of the
[[Page 17128]]
benefit of the MQP Credits will flow to high-performing Market Makers,
provided that at least one Market Maker fulfills the obligations under
the proposed rule.
The MQP as amended is designed to avoid unfair discrimination among
Market Makers and issuers. The proposed rule contains objective,
measurable (universal) standards that NASDAQ will apply with care.
These standards will be applied equally to ensure that similarly
situated parties are treated similarly. This is equally true for
inclusion of issuers and Market Makers, withdrawal of issuers and
Market Makers, and termination of eligibility for the MQP. The
standards are carefully constructed to protect the rights of all
parties wishing to participate in the Program by providing notice of
requirements and a description of the selection process. NASDAQ will
apply these standards with the same care and experience with which it
applies the many similar rules and standards in NASDAQ's rule manuals.
The MQP Fee as amended and the credit to Market Makers will be applied
uniformly to all in the Program that maintain Program standards.
NASDAQ notes that it operates in a highly competitive market in
which market participants can readily favor competing venues if they
deem fee levels at a particular venue to be excessive, or rebate
opportunities available at other venues to be more favorable. In such
an environment, NASDAQ must continually adjust its fees and program
offerings to remain competitive with other exchanges and with
alternative trading systems that have been exempted from compliance
with the statutory standards applicable to exchanges. NASDAQ believes
that all aspects of the proposed rule change reflect this competitive
environment because the MQP is designed to increase the credits
provided to members that enhance NASDAQ's market quality.\16\
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\16\ NASDAQ notes that, as discussed, the proposed paid for
market making system has been used successfully for years on NASDAQ
Nordic's First North market and has been beneficial to market
participants including investors and listing companies (issuers)
that have experienced market quality and liquidity with narrowed
spreads.
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The proposal to lower the MQP Fee is commensurate with the goals of
the Act, in compliance with the Act, and raises no new issues that have
not already been discussed. The proposal is non-controversial in
nature.
B. Self-Regulatory Organization's Statement on Burden on Competition
NASDAQ 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. To the contrary,
NASDAQ believes that its proposal is pro-competitive in that it will
incentivize the use of the MQP and increase competition in both the
listings market and in the transaction services market. This proposal,
like the MQP, will promote competition in the listings market by
advancing NASDAQ's reputation as an exchange that works tirelessly to
develop a better market for all issuers, and for partnering with
issuers to improve the quality of trading on NASDAQ. In fact, this
proposal, and the MQP itself, is a response to the competition provided
by other markets that have developed competing programs, including NYSE
Arca and BATS.
The MQP as amended promotes competition in the transaction services
market by creating incentives for market makers to make better quality
markets. As market makers strive to attain the quality standards
established by the MQP, the quality of NASDAQ's quotes will improve.
This, in turn, will attract more liquidity to NASDAQ and further
improve the quality of trading of MQP stocks. Market quality and
liquidity is paramount to NASDAQ, as also to other exchanges. As
discussed, competing markets have created incentives of their own to
improve the quality of their markets and to attract liquidity to their
markets.
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,\17\ the Exchange
has designated this proposal as establishing or changing a due, fee, or
other charge imposed 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.
---------------------------------------------------------------------------
\17\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
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-NASDAQ-2015-025 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-NASDAQ-2015-025. 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-NASDAQ-2015-025 and should
be submitted on or before April 21, 2015.
[[Page 17129]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2015-07260 Filed 3-30-15; 8:45 am]
BILLING CODE 8011-01-P