Self-Regulatory Organizations; The Options Clearing Corporation; Notice of Filing of Proposed Rule Change To Codify Procedures for Resizing the Options Clearing Corporation's Clearing Fund on a Monthly Basis and Increasing Such Clearing Fund Size on an Intra-Month Basis, 36867-36869 [2015-15693]
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Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices
the date of publication of notice of filing
thereof in the Federal Register. The
proposed amendments should further
increase the Exchange’s transparency
with respect to the operation of various
order types and modifiers, and serve to
enhance investors’ understanding of the
tools available with respect to the
handling of their orders. Accelerated
approval would allow the Exchange to
update its rule text immediately, thus
providing users with greater clarity with
respect to the use and potential use of
functionality offered by the Exchange.
In addition, the initial proposal was
open for comment for twenty-one days
after publication and generated no
comment. Accordingly, the Commission
believes that good cause exists,
consistent with sections 6(b)(5) and
19(b) of the Act,30 to approve the filing,
as amended by Amendment No. 1 to the
proposed rule change, on an accelerated
basis.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change, as amended, is consistent with
the Act. Comments may be submitted by
any of the following methods:
tkelley on DSK3SPTVN1PROD with NOTICES
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–2015–024 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Robert W. Errett, Deputy Secretary,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–NASDAQ–2015–024. 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
30 15
U.S.C. 78f(b)(5); 15 U.S.C. 78s(b).
VerDate Sep<11>2014
18:15 Jun 25, 2015
Jkt 235001
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–2015–024 and should be
submitted on or before July 17, 2015.
V. Conclusion
It is therefore ordered, pursuant to
section 19(b)(2) of the Act,31 that the
proposed rule change (SR–NASDAQ–
2015–024) be, and it hereby is,
approved, asamended.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.32
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–15686 Filed 6–25–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75260; File No. SR–OCC–
2015–013]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing of Proposed Rule Change To
Codify Procedures for Resizing the
Options Clearing Corporation’s
Clearing Fund on a Monthly Basis and
Increasing Such Clearing Fund Size on
an Intra-Month Basis
June 22, 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 June 19,
2015, The Options Clearing Corporation
(‘‘OCC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I, II and III below, which Items
have been prepared by OCC. The
Commission is publishing this notice to
31 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
32 17
PO 00000
Frm 00111
Fmt 4703
Sfmt 4703
36867
solicit comments on the proposed rule
change from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
The Commission recently approved a
proposed rule change, and issued a
Notice of No-Objection to an Advance
Notice Filing, concerning the
establishment of procedures to resize
OCC’s Clearing Fund and the addition
of financial resources through intra-day
margin calls and/or an intra-month
increase of the Clearing Fund.3 This
proposed rule change by OCC would
codify the authority granted to OCC
through such approval and nonobjection by amending the second
sentence of Rule 1001(a).
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
OCC 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. OCC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
1. Purpose
OCC is submitting this proposed rule
change to amend Rule 1001(a) in order
to codify the Commission’s recent
approval of and non-objection to
procedures for resizing the Clearing
Fund on a monthly basis and increasing
such Clearing Fund size on an intramonth basis to ensure OCC maintains
sufficient financial resources consistent
with regulatory requirements.4
On October 16, 2014, OCC filed a
notice reflecting emergency action taken
to permit it to increase the size of the
Clearing Fund intra-month to ensure
that it had sufficient financial resources
to cover the potential loss associated
with a Clearing Member default that
presented the largest exposure to OCC
under extreme but plausible market
conditions.5 The Commission since has
3 See Securities Exchange Act Release No. 74980
(May 15, 2015), 80 FR 29364 (May 21, 2015) (SR–
OCC–2015–009). See also Securities Exchange Act
Release No. 74981 (May 15, 2015), 80 FR 29367
(May 21, 2015) (SR–OCC–2014–811).
4 Id.
5 See Securities Exchange Act Release No. 73579
(November 12, 2014), 79 FR 68747 (November 18,
Continued
E:\FR\FM\26JNN1.SGM
26JNN1
36868
Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
approved, pursuant to Section 19(b)(2)
of the Act,6 and issued a Notice of NoObjection to, pursuant to Section
806(e)(1)(I) of the Payment, Clearing,
and Settlement Supervision Act of
2010,7 OCC’s adoption of procedures
designed to clarify for Clearing Members
and market participants the manner in
which OCC would resize the Clearing
Fund on a monthly basis and, if
necessary, collect additional financial
resources through intra-day margin calls
and intra-month increases of the
Clearing Fund (‘‘Procedures’’).8 Under
the Procedures, OCC continues to size
the Clearing Fund on the first business
day of each month, with the Clearing
Fund size equal to a base amount and
an additional prudential margin of
safety determined by OCC, currently set
at $1.8 billion. The base amount is equal
to the peak five-day rolling average of
Clearing Fund draws 9 observed over the
preceding three calendar months.
However, under the Procedures, OCC
must issue an intra-day margin call in
the event that a projected draw on the
Clearing Fund under stress tests
conducted by OCC exceeds 75% of the
then-current size of OCC’s Clearing
Fund. In addition, OCC must increase
the size of the Clearing Fund intramonth where a projected draw, after
taking into account intra-day margin
collected under the Procedures, exceeds
90% of the then-current size of the
Clearing Fund.
OCC is proposing to amend Rule
1001(a) to codify, in accordance with
the Procedures, the process by which
such Clearing Fund size: (i) is
determined and set on a monthly basis,
and (ii) may be increased on an intramonth basis. The proposed rule change
provides greater transparency to
2014) (SR–OCC–2014–807). On November 13, 2014,
OCC filed SR- OCC–2014–21 with the Commission
to delete the second sentence of Rule 1001(a),
preserving the suspended effectiveness of that
sentence until such time as the Commission
approves or disapproves SR–OCC–2014–21. See
Securities Exchange Act Release No. 73685
(November 25, 2014), 79 FR 71479 (December 2,
2014) (SR–OCC–2014–21). SR–OCC–2014–21
remains pending because on March 2, 2015 the
Commission published an order instituting
proceedings to determine whether to approve or
disapprove the filing. See Securities Exchange Act
Release No. 74406 (March 2, 2015), 80 FR 12232
(March 6, 2015) (SR–OCC–2014–21).
6 15 U.S.C. 78s(b)(2).
7 12 U.S.C. 5465(e)(1)(I).
8 See Footnote 3 above. Since the Commission
issued such approval and Notice of No-Objection,
OCC has amended the Procedures as set forth in
SR–OCC–2015–012.
9 Clearing Fund draws are the amounts that OCC
would have been required to draw against the
Clearing Fund under the daily idiosyncratic default
and minor systemic default scenario calculations
conducted by OCC (i.e., the amount of projected
losses not covered by margin deposits or deposits
in lieu of margin).
VerDate Sep<11>2014
18:15 Jun 25, 2015
Jkt 235001
Clearing Members and other market
participants, because OCC’s practices
with regard to the monthly sizing of the
Clearing Fund and OCC’s ability to
increase the Clearing Fund intra-month
in accordance with the Procedures
would be codified in the text of Rule
1001(a).
2. Statutory Basis
OCC believes the proposed rule
change is consistent with Section
17A(b)(3)(F) of the Act,10 and the rules
and regulations thereunder because it
would safeguard securities and funds in
the custody and control of OCC. The
Commission has already found that the
Procedures are consistent with the Act,
and the rules and regulations
thereunder—more specifically, the
Commission found that the Procedures
are consistent with Rule 17Ad–22(b)(3)
since they should ensure that OCC is
capable of obtaining sufficient financial
resources in a timely manner to
withstand the default of a clearing
member presenting the largest exposure
to OCC.11 By codifying the Procedures,
as described above, as well as
permitting OCC to take action pursuant
to the Procedures, the proposed rule
change would provide OCC with the
authority necessary to resize its Clearing
Fund pursuant to the Procedures and
thereby safeguard securities and funds
in the custody and control of OCC. In
addition, the proposed rule change
would ensure that market participants
have sufficient information to identify
and evaluate the risks and costs of using
OCC’s services since the proposed rule
change would be incorporated into
OCC’s Rules (which are made available
to the public on OCC’s public Web site),
in compliance with Rule 17Ad–
22(d)(9).12 The proposed rule change is
not inconsistent with the existing rules
of OCC, including any other rules
proposed to be amended.
(B) Clearing Agency’s Statement on
Burden on Competition
OCC does not believe that the
proposed rule change would impose any
burden on competition.13 OCC believes
that the proposed rule change would not
unfairly inhibit access to OCC’s services
or disadvantage or favor any particular
user in relationship to another user
because OCC would continue to size
and increase the size of the Clearing
Fund as per the Procedures for which
the Commission issued its approval and
non-objection to and without regard to
10 15
U.S.C. 78q–1(b)(3)(F).
CFR 240.17Ad–22(b)(3).
12 17 CFR 240.17Ad–22(d)(9).
13 15 U.S.C. 78q–1(b)(3)(I).
11 17
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Frm 00112
Fmt 4703
Sfmt 4703
any particular user or Clearing Member
that makes Clearing Fund contributions.
For the foregoing reasons, OCC
believes that the proposed rule change
is in the public interest, would be
consistent with the requirements of the
Act applicable to clearing agencies, and
would not impose a burden on
competition.
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants, or Others
Written comments on the proposed
rule change were not and are not
intended to be solicited with respect to
the proposed rule change and none have
been received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
(A) by order approve or disapprove
the proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be 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–
OCC–2015–013 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–OCC–2015–013. 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/
E:\FR\FM\26JNN1.SGM
26JNN1
Federal Register / Vol. 80, No. 123 / Friday, June 26, 2015 / Notices
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 OCC and on OCC’s Web site at
https://www.theocc.com/components/
docs/legal/rules_and_bylaws/sr_occ_15_
013.pdf. 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–OCC–2015–013 and should
be submitted on or before July 17,2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–15693 Filed 6–25–15; 8:45 am]
BILLING CODE 8011–01–P
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
This proposed rule change concerns
administrative changes to The Options
Clearing Corporation’s (‘‘OCC’’)
Financial Resources Monitoring and
Call Procedure (‘‘Procedure’’).
Specifically, OCC is proposing to
change the method by which Dashboard
Reports (defined below) are distributed
to OCC’s senior management and the
Risk Committee of OCC’s Board of
Directors (‘‘Risk Committee’’).
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
OCC 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. OCC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75255; File No. SR–OCC–
2015–012]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change Concerning
Administrative Changes to The
Options Clearing Corporation’s
Financial Resources Monitoring and
Call Procedure
June 22, 2015.
tkelley on DSK3SPTVN1PROD with NOTICES
have been prepared by OCC. OCC filed
the proposal pursuant to section
19(b)(3)(A) of the Act 3 and Rule 19b–
4(f)(1) thereunder 4 so that the proposal
was effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
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 June 18,
2015, The Options Clearing Corporation
(‘‘OCC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I, II and III below, which Items
1. Purpose
This proposed rule change concerns
administrative changes to the Procedure
in that information concerning OCC’s
Clearing Fund that is reported to OCC’s
senior management and the Risk
Committee on a weekly basis through
dashboards (‘‘Dashboard Reports’’)
would now be first distributed to the
Legal Department’s Corporate Assistant
for subsequent dissemination to OCC’s
senior management and the Risk
Committee.
By way of background, the
Commission has recently approved,
pursuant to Section 19(b)(2) of the Act,5
and issued a Notice of No-Objection to,
pursuant to section 806(e)(1)(I) of the
Payment, Clearing, and Settlement
Supervision Act of 2010,6 OCC’s
3 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(1).
5 15 U.S.C. 78s(b)(2).
6 12 U.S.C. 5465(e)(1)(I).
14 17
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
VerDate Sep<11>2014
18:15 Jun 25, 2015
4 17
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PO 00000
Frm 00113
Fmt 4703
Sfmt 4703
36869
adoption of the Procedure.7 The
Procedure sets forth the steps that
clarify, for clearing members and market
participants, the manner in which OCC
would, if necessary, collect additional
financial resources through intra-day
margin calls and intra-month increases
of is [sic] Clearing Fund. As part of the
Procedure, information concerning
OCC’s Clearing Fund is reported to
OCC’s senior management and the Risk
Committee on a weekly basis through
Dashboard Reports.
When OCC first adopted the
Procedure, Dashboard Reports were
distributed to OCC’s senior management
and the Risk Committee directly by
OCC’s Financial Risk Management
Department’s management. In an order
[sic] to harmonize the manner in which
Dashboard Reports are provided to the
Risk Committee with the manner in
which materials are provided to the Risk
Committee generally, OCC is proposing
to make an administrative amendment
to section 3.5 of the Procedure such that
Dashboard Reports would be provide
[sic] to the Legal Department’s
Corporate Assistant by the Financial
Risk Management Department’s
management for subsequent
dissemination to OCC’s senior
management and the Risk Committee.
The ultimate reviewers of Dashboard
Reports would not be changed in any
manner.
In addition to the above, OCC also
proposes to correct typographical errors
throughout the Procedure.
2. Statutory Basis
OCC believes the proposed rule
change is consistent with section
17A(b)(3)(F) of the Act,8 and the rules
and regulations thereunder because it is
designed to promote the prompt and
accurate clearance and settlement of
securities transactions. As described
above, the manner in which senior
management and the Risk Committee
are provided with Dashboard Reports
would be harmonized with the manner
in which the Risk Committee is
provided with information generally.
This practice would better ensure that
the Risk Committee is provided with
appropriate information in a timely
manner to discharge its responsibilities
as a committee of OCC’s Board of
Directors,9 thereby promoting the
7 See Securities Exchange Act Release No. 74980
(May 15, 2015), 80 FR 29364 (May 21, 2015) (SR–
OCC–2015–009). See also Securities Exchange Act
Release No. 74981 (May 15, 2015), 80 FR 29367
(May 21, 2015) (SR–OCC–2014–811).
8 15 U.S.C. 78q–1(b)(3)(F).
9 See Securities Exchange Act Release No. 71751
(March 19, 2014), 79 FR 16414 (March 25, 2014)
(SR–OCC–2014–04).
E:\FR\FM\26JNN1.SGM
26JNN1
Agencies
[Federal Register Volume 80, Number 123 (Friday, June 26, 2015)]
[Notices]
[Pages 36867-36869]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-15693]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75260; File No. SR-OCC-2015-013]
Self-Regulatory Organizations; The Options Clearing Corporation;
Notice of Filing of Proposed Rule Change To Codify Procedures for
Resizing the Options Clearing Corporation's Clearing Fund on a Monthly
Basis and Increasing Such Clearing Fund Size on an Intra-Month Basis
June 22, 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 June 19, 2015, The Options Clearing Corporation (``OCC'') filed with
the Securities and Exchange Commission (``Commission'') the proposed
rule change as described in Items I, II and III below, which Items have
been prepared by OCC. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
The Commission recently approved a proposed rule change, and issued
a Notice of No-Objection to an Advance Notice Filing, concerning the
establishment of procedures to resize OCC's Clearing Fund and the
addition of financial resources through intra-day margin calls and/or
an intra-month increase of the Clearing Fund.\3\ This proposed rule
change by OCC would codify the authority granted to OCC through such
approval and non-objection by amending the second sentence of Rule
1001(a).
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 74980 (May 15,
2015), 80 FR 29364 (May 21, 2015) (SR-OCC-2015-009). See also
Securities Exchange Act Release No. 74981 (May 15, 2015), 80 FR
29367 (May 21, 2015) (SR-OCC-2014-811).
---------------------------------------------------------------------------
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, OCC 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. OCC has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of these
statements.
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
OCC is submitting this proposed rule change to amend Rule 1001(a)
in order to codify the Commission's recent approval of and non-
objection to procedures for resizing the Clearing Fund on a monthly
basis and increasing such Clearing Fund size on an intra-month basis to
ensure OCC maintains sufficient financial resources consistent with
regulatory requirements.\4\
---------------------------------------------------------------------------
\4\ Id.
---------------------------------------------------------------------------
On October 16, 2014, OCC filed a notice reflecting emergency action
taken to permit it to increase the size of the Clearing Fund intra-
month to ensure that it had sufficient financial resources to cover the
potential loss associated with a Clearing Member default that presented
the largest exposure to OCC under extreme but plausible market
conditions.\5\ The Commission since has
[[Page 36868]]
approved, pursuant to Section 19(b)(2) of the Act,\6\ and issued a
Notice of No-Objection to, pursuant to Section 806(e)(1)(I) of the
Payment, Clearing, and Settlement Supervision Act of 2010,\7\ OCC's
adoption of procedures designed to clarify for Clearing Members and
market participants the manner in which OCC would resize the Clearing
Fund on a monthly basis and, if necessary, collect additional financial
resources through intra-day margin calls and intra-month increases of
the Clearing Fund (``Procedures'').\8\ Under the Procedures, OCC
continues to size the Clearing Fund on the first business day of each
month, with the Clearing Fund size equal to a base amount and an
additional prudential margin of safety determined by OCC, currently set
at $1.8 billion. The base amount is equal to the peak five-day rolling
average of Clearing Fund draws \9\ observed over the preceding three
calendar months. However, under the Procedures, OCC must issue an
intra-day margin call in the event that a projected draw on the
Clearing Fund under stress tests conducted by OCC exceeds 75% of the
then-current size of OCC's Clearing Fund. In addition, OCC must
increase the size of the Clearing Fund intra-month where a projected
draw, after taking into account intra-day margin collected under the
Procedures, exceeds 90% of the then-current size of the Clearing Fund.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 73579 (November 12,
2014), 79 FR 68747 (November 18, 2014) (SR-OCC-2014-807). On
November 13, 2014, OCC filed SR- OCC-2014-21 with the Commission to
delete the second sentence of Rule 1001(a), preserving the suspended
effectiveness of that sentence until such time as the Commission
approves or disapproves SR-OCC-2014-21. See Securities Exchange Act
Release No. 73685 (November 25, 2014), 79 FR 71479 (December 2,
2014) (SR-OCC-2014-21). SR-OCC-2014-21 remains pending because on
March 2, 2015 the Commission published an order instituting
proceedings to determine whether to approve or disapprove the
filing. See Securities Exchange Act Release No. 74406 (March 2,
2015), 80 FR 12232 (March 6, 2015) (SR-OCC-2014-21).
\6\ 15 U.S.C. 78s(b)(2).
\7\ 12 U.S.C. 5465(e)(1)(I).
\8\ See Footnote 3 above. Since the Commission issued such
approval and Notice of No-Objection, OCC has amended the Procedures
as set forth in SR-OCC-2015-012.
\9\ Clearing Fund draws are the amounts that OCC would have been
required to draw against the Clearing Fund under the daily
idiosyncratic default and minor systemic default scenario
calculations conducted by OCC (i.e., the amount of projected losses
not covered by margin deposits or deposits in lieu of margin).
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OCC is proposing to amend Rule 1001(a) to codify, in accordance
with the Procedures, the process by which such Clearing Fund size: (i)
is determined and set on a monthly basis, and (ii) may be increased on
an intra-month basis. The proposed rule change provides greater
transparency to Clearing Members and other market participants, because
OCC's practices with regard to the monthly sizing of the Clearing Fund
and OCC's ability to increase the Clearing Fund intra-month in
accordance with the Procedures would be codified in the text of Rule
1001(a).
2. Statutory Basis
OCC believes the proposed rule change is consistent with Section
17A(b)(3)(F) of the Act,\10\ and the rules and regulations thereunder
because it would safeguard securities and funds in the custody and
control of OCC. The Commission has already found that the Procedures
are consistent with the Act, and the rules and regulations thereunder--
more specifically, the Commission found that the Procedures are
consistent with Rule 17Ad-22(b)(3) since they should ensure that OCC is
capable of obtaining sufficient financial resources in a timely manner
to withstand the default of a clearing member presenting the largest
exposure to OCC.\11\ By codifying the Procedures, as described above,
as well as permitting OCC to take action pursuant to the Procedures,
the proposed rule change would provide OCC with the authority necessary
to resize its Clearing Fund pursuant to the Procedures and thereby
safeguard securities and funds in the custody and control of OCC. In
addition, the proposed rule change would ensure that market
participants have sufficient information to identify and evaluate the
risks and costs of using OCC's services since the proposed rule change
would be incorporated into OCC's Rules (which are made available to the
public on OCC's public Web site), in compliance with Rule 17Ad-
22(d)(9).\12\ The proposed rule change is not inconsistent with the
existing rules of OCC, including any other rules proposed to be
amended.
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\10\ 15 U.S.C. 78q-1(b)(3)(F).
\11\ 17 CFR 240.17Ad-22(b)(3).
\12\ 17 CFR 240.17Ad-22(d)(9).
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(B) Clearing Agency's Statement on Burden on Competition
OCC does not believe that the proposed rule change would impose any
burden on competition.\13\ OCC believes that the proposed rule change
would not unfairly inhibit access to OCC's services or disadvantage or
favor any particular user in relationship to another user because OCC
would continue to size and increase the size of the Clearing Fund as
per the Procedures for which the Commission issued its approval and
non-objection to and without regard to any particular user or Clearing
Member that makes Clearing Fund contributions.
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\13\ 15 U.S.C. 78q-1(b)(3)(I).
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For the foregoing reasons, OCC believes that the proposed rule
change is in the public interest, would be consistent with the
requirements of the Act applicable to clearing agencies, and would not
impose a burden on competition.
(C) Clearing Agency's Statement on Comments on the Proposed Rule Change
Received From Members, Participants, or Others
Written comments on the proposed rule change were not and are not
intended to be solicited with respect to the proposed rule change and
none have been received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) by order approve or disapprove the proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be 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-OCC-2015-013 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-OCC-2015-013. 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/
[[Page 36869]]
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 OCC and
on OCC's Web site at https://www.theocc.com/components/docs/legal/rules_and_bylaws/sr_occ_15_013.pdf. 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-OCC-2015-013 and should be submitted on
or before July 17, 2015.
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\14\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\14\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-15693 Filed 6-25-15; 8:45 am]
BILLING CODE 8011-01-P