Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing of a Proposed Rule Change To Amend FINRA Rule 6730 (Transaction Reporting) To Require Members To Report Transactions in TRACE-Eligible Securities as Soon as Practicable, 42149-42151 [2015-17402]
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Federal Register / Vol. 80, No. 136 / Thursday, July 16, 2015 / Notices
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
ICEEU–2015–010 on the subject line.
SECURITIES AND EXCHANGE
COMMISSION
Paper Comments
[Release No. 34–75428; File No. SR–FINRA–
2015–025]
• 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–ICEEU–2015–010. 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
filings will also be available for
inspection and copying at the principal
office of ICE Clear Europe and on ICE
Clear Europe’s Web site at https://
www.theice.com/clear-europe/
regulation. 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–ICEEU–
2015–010 and should be submitted on
or before August 6, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Jill M. Peterson,
Assistant Secretary.
tkelley on DSK3SPTVN1PROD with NOTICES
[FR Doc. 2015–17399 Filed 7–15–15; 8:45 am]
BILLING CODE 8011–01–P
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of a
Proposed Rule Change To Amend
FINRA Rule 6730 (Transaction
Reporting) To Require Members To
Report Transactions in TRACE-Eligible
Securities as Soon as Practicable
July 10, 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 July 2,
2015, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) 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 FINRA. 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
FINRA is proposing to codify that
members are required to report
transactions in TRACE-Eligible
Securities subject to dissemination as
soon as practicable.
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FINRA included statements concerning
the purpose of and basis for the
proposed rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. FINRA has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
1 15
13 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
17:39 Jul 15, 2015
2 17
Jkt 235001
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00065
Fmt 4703
42149
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
FINRA Rule 6730 (Transaction
Reporting) generally requires that each
FINRA member that is a Party to a
Transaction 3 in a TRACE-Eligible
Security 4 report the transaction within
15 minutes of the Time of Execution,5
unless a different time period for the
security is otherwise specified in the
rule, or the transaction report will be
deemed ‘‘late.’’ Paragraph (a)(4) of Rule
6730 further provides that members
have an ongoing obligation to report
transaction information promptly,
accurately and completely.6
FINRA is filing this proposed rule
change to codify that members are
expected to report transactions in
TRACE-Eligible Securities that are
subject to dissemination as soon as
practicable following the Time of
Execution, and must not deliberately
delay their reporting.7 While FINRA
provides a time period for members to
conduct the necessary actions to report
transactions, FINRA believes it is
important for public price transparency
that members do not delay reporting
executed transactions and has conveyed
this expectation to members.8 FINRA
3 Rule 6710(e) provides that a ‘‘Party to a
Transaction’’ is an introducing broker-dealer, if any,
an executing broker-dealer, or a customer.
‘‘Customer’’ includes a broker-dealer that is not a
FINRA member.
4 Rule 6710(a) provides that a ‘‘TRACE-Eligible
Security’’ is a debt security that is United States
dollar-denominated and issued by a U.S. or foreign
private issuer, and, if a ‘‘restricted security’’ as
defined in Securities Act Rule 144(a)(3), sold
pursuant to Securities Act Rule 144A; or is a debt
security that is U.S. dollar-denominated and issued
or guaranteed by an Agency as defined in paragraph
(k) or a Government-Sponsored Enterprise as
defined in paragraph (n). ‘‘TRACE-Eligible
Security’’ does not include a debt security that is:
Issued by a foreign sovereign, a U.S. Treasury
Security as defined in paragraph (p), or a Money
Market Instrument as defined in paragraph (o).
5 Among other things, Rule 6710(d) provides that
the ‘‘Time of Execution’’ for a transaction in a
TRACE-Eligible Security means the time when the
Parties to a Transaction agree to all of the terms of
the transaction that are sufficient to calculate the
dollar price of the trade.
6 While a member may employ an agent for the
purpose of submitting transaction information, the
primary responsibility for the timely, accurate and
complete reporting of transaction information
remains the non-delegable duty of the member
obligated to report the transaction.
7 FINRA Rule 6750 (Dissemination of Transaction
Information) provides that FINRA will disseminate
information on all transactions in TRACE-Eligible
Securities, including transactions effected pursuant
to Securities Act Rule 144A, immediately upon
receipt of the transaction report, except as specified
in the rule.
8 For example, in a Notice regarding TRACE trade
reporting obligations for transactions in Asset-
Continued
Sfmt 4703
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16JYN1
42150
Federal Register / Vol. 80, No. 136 / Thursday, July 16, 2015 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
now proposes to amend Rule 6730 to
provide in the rule text that each
member that is a Party to a Transaction
in a TRACE-Eligible Security that is
subject to dissemination must report the
transaction to TRACE as soon as
practicable, but no later than within 15
minutes of the Time of Execution, or
other timeframe specified in Rule 6730.
Further, the proposed amendment
includes new Supplementary Material
.03 to provide additional guidance
around FINRA’s expectations regarding
the timeliness of reports submitted to
TRACE. Specifically, new Rule 6730.03
provides that members must adopt
policies and procedures reasonably
designed to comply with the
requirement that transactions in
TRACE-Eligible Securities that are
subject to dissemination be reported as
soon as practicable by implementing
systems that commence the trade
reporting process at the Time of
Execution without delay. In addition,
where a member has such reasonably
designed policies, procedures and
systems in place, the member generally
will not be viewed as violating the ‘‘as
soon as practicable’’ requirement
because of delays in trade reporting that
are due to extrinsic factors that are not
reasonably predictable and where the
member does not purposely intend to
delay the reporting of the trade. In no
event may a member purposely
withhold trade reports, e.g., by
programming its systems to delay
reporting until the end of the reporting
time period.
The supplementary material also
recognizes that members may manually
report transactions in TRACE-Eligible
Backed Securities (ABS), FINRA stated that,
although firms have up to two business days to
report transactions in ABSs, firms should submit
reports as soon as practicable after the execution of
a transaction and throughout the trading day, rather
than queuing such reports until the end of the
reporting time period. Trade Reporting Notice, May
10, 2011 (Reporting Asset-Backed Securities to the
Trade Reporting and Compliance Engine). In
addition, in Regulatory Notice 12–52 (December
2012), FINRA stated that transactions in securities
subject to TRACE reporting requirements should be
reported without delay, even though the TRACE
rule generally allows for up to 15 minutes to report
transactions in corporate and agency debt
securities. See also Letter from Brant K. Brown,
Associate General Counsel, FINRA, to Elizabeth M.
Murphy, Secretary, Securities and Exchange
Commission, dated August 29, 2012 (Letter
Responding to Comments received on SR–FINRA–
2012–025). FINRA also has already codified the ‘‘as
soon as practicable’’ requirement for the reporting
of transactions to the equity trade reporting
facilities, which require reporting as soon as
practicable but no later than 10 seconds after
execution. See FINRA Rules 6282 (governing
transaction reporting on the ADF), 6380A
(governing transaction reporting on the FINRA/
NASDAQ TRF), 6380B (governing transaction
reporting on the FINRA/NYSE TRF) and 6622
(Transaction Reporting on the FINRA ORF).
VerDate Sep<11>2014
17:39 Jul 15, 2015
Jkt 235001
Securities and, as a result, the trade
reporting process may not be completed
as quickly as where an automated trade
reporting system is used. In these cases,
FINRA will take into consideration the
manual nature of the member’s trade
reporting process in determining
whether the member’s policies and
procedures are reasonably designed to
report the trade ‘‘as soon as practicable’’
after execution. FINRA believes that
codifying this ‘‘as soon as practicable’’
requirement is necessary to promote
consistent and timely reporting by all
members and will improve the
usefulness of disseminated TRACE
information for investors.
If the Commission approves the filing,
FINRA will announce the effective date
of the proposed rule change in a
Regulatory Notice to be published no
later than 60 days following
Commission approval. The effective
date will be no sooner than 30 days
following publication of the Regulatory
Notice announcing Commission
approval.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of section 15A(b)(6) of the Act,9 which
requires, among other things, that
FINRA rules must be designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, and, in
general, to protect investors and the
public interest. In particular, the
proposed rule would require that
members report transactions in TRACEEligible Securities that are subject to
dissemination as soon as practicable
from the Time of Execution. FINRA
believes it is important to ensure that
members do not delay the reporting of
executed transactions, particularly, for
example, by imbedding into the trade
reporting process deliberate delays until
the end of the reporting time period.
Specifically, the proposed rule change
will help improve the value of
transaction information for price
transparency, which enhances its value
for regulators, investors and other
market participants.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA 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.
PO 00000
9 15
U.S.C. 78o–3(b)(6).
Frm 00066
Fmt 4703
Sfmt 4703
Economic Impact Assessment
The proposed rule change seeks to
codify that members are expected to
report transactions in TRACE-Eligible
Securities as soon as practicable
following the Time of Execution, and
must not deliberately delay their
reporting.
The economic baseline of the
proposed rule change is the current
rules and industry practice relating to
trade reporting. As discussed above, the
proposed rule change is consistent with
FINRA’s current expectation that
members submit trade reports as soon as
practicable. Further, FINRA
understands that the vast majority of
firms that report transactions to TRACE
have automated their trade reporting
systems, which may facilitate their
ability to comply with this rule.
For example, based on a review of
TRACE trade reporting data from
January 2014 through December 2014,
over 90% of trade reports in corporate
and agency debt are submitted within
five minutes of the time of execution,
and 79% percent were reported within
one minute. Approximately 71% of
trade reports in securitized products are
submitted within five minutes of
execution, and over 55% were reported
within one minute.
FINRA recognizes that reporting
within a short time frame may not mean
that firms are reporting as soon as
practicable, but does indicate general
timeliness in reporting. FINRA has
observed instances that appear to
indicate firms have taken more time
than is operationally necessary to report
trades, which results in delays in
transaction information reaching
investors and other market participants,
and may raise the possibility that
certain firms may have intentionally
delayed trade reporting, possibly to
delay public dissemination of the trade.
FINRA believes such conduct is
inconsistent with the purpose of the
trade reporting rules and further
believes that explicitly prohibiting such
conduct is important for the effective
operation of the rule.
Therefore, FINRA expects that the
primary economic benefit arising from
this proposed rule change will be a
reduction in the delay between a
transaction’s Time of Execution and
when a member reports the trade to
TRACE, which will result in more
timely information being disseminated
to investors and other market
participants. FINRA also believes that
the proposal will provide further clarity
as to the operation of Rule 6730—
particularly in clarifying that
intentionally delaying trade reporting is
E:\FR\FM\16JYN1.SGM
16JYN1
Federal Register / Vol. 80, No. 136 / Thursday, July 16, 2015 / Notices
violative of a member’s ongoing
obligation to report transaction
information to TRACE promptly. FINRA
anticipates that this rule will not impose
any significant new compliance costs on
members.
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
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period (i)
as the Commission may designate up to
90 days of such date 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
such 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:
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–
FINRA–2015–025 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–FINRA–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
VerDate Sep<11>2014
17:39 Jul 15, 2015
Jkt 235001
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 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–
2015–025 and should be submitted on
or before August 6, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015–17402 Filed 7–15–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[OMB Control No. 3235–0687, SEC File No.
270–638]
Submission Collection; Comment
Request
Upon Written Request Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
Extension:
Rule 239.
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.
Rule 239 (17 CFR 230.239) provides
exemptions under the Securities Act of
1933 (15 U.S.C. 77a et seq.), the
Securities Exchange Act of 1934 (15
U.S.C. 78a et seq.) and the Trust
Indenture Act of 1939 (U.S.C. 77aaa et
seq.) for security-based swaps issued by
certain clearing agencies satisfying
PO 00000
10 17
certain conditions. The purpose of the
information required by Rule 239 is to
make certain information about
security-based swaps that may be
cleared by the registered or the exempt
clearing agencies available to eligible
contract participants and other market
participants. We estimate that each
registered or exempt clearing agency
issuing security-based swaps in its
function as a central counterparty will
spend approximately 2 hours each time
it provides or update the information in
its agreements relating to security-based
swaps or on its Web site. We estimate
that each registered or exempt clearing
agency will provide or update the
information approximately 20 times per
year. In addition, we estimate that 75%
of the 2 hours per response (1.5 hours)
is prepared internally by the clearing
agency for a total annual reporting
burden of 180 hours (1.5 hours per
response × 20 times × 6 respondents).
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,
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 PavlikSimon, 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: July 9, 2015.
Brent J. Fields,
Secretary.
[FR Doc. 2015–17393 Filed 7–15–15; 8:45 am]
BILLING CODE 8011–01–P
CFR 200.30–3(a)(12).
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E:\FR\FM\16JYN1.SGM
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Agencies
[Federal Register Volume 80, Number 136 (Thursday, July 16, 2015)]
[Notices]
[Pages 42149-42151]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-17402]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75428; File No. SR-FINRA-2015-025]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing of a Proposed Rule Change To Amend
FINRA Rule 6730 (Transaction Reporting) To Require Members To Report
Transactions in TRACE-Eligible Securities as Soon as Practicable
July 10, 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 July 2, 2015, Financial Industry Regulatory Authority, Inc.
(``FINRA'') 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 FINRA. The Commission
is publishing this notice to solicit comments on the proposed rule
change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
FINRA is proposing to codify that members are required to report
transactions in TRACE-Eligible Securities subject to dissemination as
soon as practicable.
The text of the proposed rule change is available on FINRA's Web
site at https://www.finra.org, at the principal office of FINRA and at
the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, FINRA included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. FINRA has prepared summaries, set forth in sections A,
B, and C below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
FINRA Rule 6730 (Transaction Reporting) generally requires that
each FINRA member that is a Party to a Transaction \3\ in a TRACE-
Eligible Security \4\ report the transaction within 15 minutes of the
Time of Execution,\5\ unless a different time period for the security
is otherwise specified in the rule, or the transaction report will be
deemed ``late.'' Paragraph (a)(4) of Rule 6730 further provides that
members have an ongoing obligation to report transaction information
promptly, accurately and completely.\6\
---------------------------------------------------------------------------
\3\ Rule 6710(e) provides that a ``Party to a Transaction'' is
an introducing broker-dealer, if any, an executing broker-dealer, or
a customer. ``Customer'' includes a broker-dealer that is not a
FINRA member.
\4\ Rule 6710(a) provides that a ``TRACE-Eligible Security'' is
a debt security that is United States dollar-denominated and issued
by a U.S. or foreign private issuer, and, if a ``restricted
security'' as defined in Securities Act Rule 144(a)(3), sold
pursuant to Securities Act Rule 144A; or is a debt security that is
U.S. dollar-denominated and issued or guaranteed by an Agency as
defined in paragraph (k) or a Government-Sponsored Enterprise as
defined in paragraph (n). ``TRACE-Eligible Security'' does not
include a debt security that is: Issued by a foreign sovereign, a
U.S. Treasury Security as defined in paragraph (p), or a Money
Market Instrument as defined in paragraph (o).
\5\ Among other things, Rule 6710(d) provides that the ``Time of
Execution'' for a transaction in a TRACE-Eligible Security means the
time when the Parties to a Transaction agree to all of the terms of
the transaction that are sufficient to calculate the dollar price of
the trade.
\6\ While a member may employ an agent for the purpose of
submitting transaction information, the primary responsibility for
the timely, accurate and complete reporting of transaction
information remains the non-delegable duty of the member obligated
to report the transaction.
---------------------------------------------------------------------------
FINRA is filing this proposed rule change to codify that members
are expected to report transactions in TRACE-Eligible Securities that
are subject to dissemination as soon as practicable following the Time
of Execution, and must not deliberately delay their reporting.\7\ While
FINRA provides a time period for members to conduct the necessary
actions to report transactions, FINRA believes it is important for
public price transparency that members do not delay reporting executed
transactions and has conveyed this expectation to members.\8\ FINRA
[[Page 42150]]
now proposes to amend Rule 6730 to provide in the rule text that each
member that is a Party to a Transaction in a TRACE-Eligible Security
that is subject to dissemination must report the transaction to TRACE
as soon as practicable, but no later than within 15 minutes of the Time
of Execution, or other timeframe specified in Rule 6730. Further, the
proposed amendment includes new Supplementary Material .03 to provide
additional guidance around FINRA's expectations regarding the
timeliness of reports submitted to TRACE. Specifically, new Rule
6730.03 provides that members must adopt policies and procedures
reasonably designed to comply with the requirement that transactions in
TRACE-Eligible Securities that are subject to dissemination be reported
as soon as practicable by implementing systems that commence the trade
reporting process at the Time of Execution without delay. In addition,
where a member has such reasonably designed policies, procedures and
systems in place, the member generally will not be viewed as violating
the ``as soon as practicable'' requirement because of delays in trade
reporting that are due to extrinsic factors that are not reasonably
predictable and where the member does not purposely intend to delay the
reporting of the trade. In no event may a member purposely withhold
trade reports, e.g., by programming its systems to delay reporting
until the end of the reporting time period.
---------------------------------------------------------------------------
\7\ FINRA Rule 6750 (Dissemination of Transaction Information)
provides that FINRA will disseminate information on all transactions
in TRACE-Eligible Securities, including transactions effected
pursuant to Securities Act Rule 144A, immediately upon receipt of
the transaction report, except as specified in the rule.
\8\ For example, in a Notice regarding TRACE trade reporting
obligations for transactions in Asset-Backed Securities (ABS), FINRA
stated that, although firms have up to two business days to report
transactions in ABSs, firms should submit reports as soon as
practicable after the execution of a transaction and throughout the
trading day, rather than queuing such reports until the end of the
reporting time period. Trade Reporting Notice, May 10, 2011
(Reporting Asset-Backed Securities to the Trade Reporting and
Compliance Engine). In addition, in Regulatory Notice 12-52
(December 2012), FINRA stated that transactions in securities
subject to TRACE reporting requirements should be reported without
delay, even though the TRACE rule generally allows for up to 15
minutes to report transactions in corporate and agency debt
securities. See also Letter from Brant K. Brown, Associate General
Counsel, FINRA, to Elizabeth M. Murphy, Secretary, Securities and
Exchange Commission, dated August 29, 2012 (Letter Responding to
Comments received on SR-FINRA-2012-025). FINRA also has already
codified the ``as soon as practicable'' requirement for the
reporting of transactions to the equity trade reporting facilities,
which require reporting as soon as practicable but no later than 10
seconds after execution. See FINRA Rules 6282 (governing transaction
reporting on the ADF), 6380A (governing transaction reporting on the
FINRA/NASDAQ TRF), 6380B (governing transaction reporting on the
FINRA/NYSE TRF) and 6622 (Transaction Reporting on the FINRA ORF).
---------------------------------------------------------------------------
The supplementary material also recognizes that members may
manually report transactions in TRACE-Eligible Securities and, as a
result, the trade reporting process may not be completed as quickly as
where an automated trade reporting system is used. In these cases,
FINRA will take into consideration the manual nature of the member's
trade reporting process in determining whether the member's policies
and procedures are reasonably designed to report the trade ``as soon as
practicable'' after execution. FINRA believes that codifying this ``as
soon as practicable'' requirement is necessary to promote consistent
and timely reporting by all members and will improve the usefulness of
disseminated TRACE information for investors.
If the Commission approves the filing, FINRA will announce the
effective date of the proposed rule change in a Regulatory Notice to be
published no later than 60 days following Commission approval. The
effective date will be no sooner than 30 days following publication of
the Regulatory Notice announcing Commission approval.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of section 15A(b)(6) of the Act,\9\ which requires, among
other things, that FINRA rules must be designed to prevent fraudulent
and manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest. In particular, the proposed rule would require that
members report transactions in TRACE-Eligible Securities that are
subject to dissemination as soon as practicable from the Time of
Execution. FINRA believes it is important to ensure that members do not
delay the reporting of executed transactions, particularly, for
example, by imbedding into the trade reporting process deliberate
delays until the end of the reporting time period. Specifically, the
proposed rule change will help improve the value of transaction
information for price transparency, which enhances its value for
regulators, investors and other market participants.
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\9\ 15 U.S.C. 78o-3(b)(6).
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B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA 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.
Economic Impact Assessment
The proposed rule change seeks to codify that members are expected
to report transactions in TRACE-Eligible Securities as soon as
practicable following the Time of Execution, and must not deliberately
delay their reporting.
The economic baseline of the proposed rule change is the current
rules and industry practice relating to trade reporting. As discussed
above, the proposed rule change is consistent with FINRA's current
expectation that members submit trade reports as soon as practicable.
Further, FINRA understands that the vast majority of firms that report
transactions to TRACE have automated their trade reporting systems,
which may facilitate their ability to comply with this rule.
For example, based on a review of TRACE trade reporting data from
January 2014 through December 2014, over 90% of trade reports in
corporate and agency debt are submitted within five minutes of the time
of execution, and 79% percent were reported within one minute.
Approximately 71% of trade reports in securitized products are
submitted within five minutes of execution, and over 55% were reported
within one minute.
FINRA recognizes that reporting within a short time frame may not
mean that firms are reporting as soon as practicable, but does indicate
general timeliness in reporting. FINRA has observed instances that
appear to indicate firms have taken more time than is operationally
necessary to report trades, which results in delays in transaction
information reaching investors and other market participants, and may
raise the possibility that certain firms may have intentionally delayed
trade reporting, possibly to delay public dissemination of the trade.
FINRA believes such conduct is inconsistent with the purpose of the
trade reporting rules and further believes that explicitly prohibiting
such conduct is important for the effective operation of the rule.
Therefore, FINRA expects that the primary economic benefit arising
from this proposed rule change will be a reduction in the delay between
a transaction's Time of Execution and when a member reports the trade
to TRACE, which will result in more timely information being
disseminated to investors and other market participants. FINRA also
believes that the proposal will provide further clarity as to the
operation of Rule 6730--particularly in clarifying that intentionally
delaying trade reporting is
[[Page 42151]]
violative of a member's ongoing obligation to report transaction
information to TRACE promptly. FINRA anticipates that this rule will
not impose any significant new compliance costs on members.
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
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period (i) as the Commission may
designate up to 90 days of such date 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 such 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-FINRA-2015-025 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-FINRA-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 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-2015-025 and should be
submitted on or before August 6, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
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\10\ 17 CFR 200.30-3(a)(12).
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Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015-17402 Filed 7-15-15; 8:45 am]
BILLING CODE 8011-01-P