Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending the NYSE Arca Options Fee Schedule, 43480-43482 [2015-17893]
Download as PDF
43480
Federal Register / Vol. 80, No. 140 / Wednesday, July 22, 2015 / Notices
POSTAL REGULATORY COMMISSION
[Docket No. CP2015–103; Order No. 2594]
The Commission appoints Lyudmila
Y. Bzhilyanskaya to serve as Public
Representative in this docket.
New Postal Product
III. Ordering Paragraphs
Postal Regulatory Commission.
ACTION: Notice.
It is ordered:
1. The Commission establishes Docket
No. CP2015–103 for consideration of the
matters raised by the Postal Service’s
Notice.
2. Pursuant to 39 U.S.C. 505,
Lyudmila Y. Bzhilyanskaya is appointed
to serve as an officer of the Commission
to represent the interests of the general
public in this proceeding (Public
Representative).
3. Comments are due no later than
July 23, 2015.
4. The Secretary shall arrange for
publication of this order in the Federal
Register.
AGENCY:
The Commission is noticing a
recent Postal Service filing concerning
an additional Global Expedited Package
Services 3 negotiated service agreement.
This notice informs the public of the
filing, invites public comment, and
takes other administrative steps.
DATES: Comments are due: July 23,
2015.
ADDRESSES: Submit comments
electronically via the Commission’s
Filing Online system at https://
www.prc.gov. Those who cannot submit
comments electronically should contact
the person identified in the FOR FURTHER
INFORMATION CONTACT section by
telephone for advice on filing
alternatives.
FOR FURTHER INFORMATION CONTACT:
David A. Trissell, General Counsel, at
202–789–6820.
SUPPLEMENTARY INFORMATION:
SUMMARY:
Table of Contents
tkelley on DSK3SPTVN1PROD with NOTICES
I. Introduction
On July 15, 2015, the Postal Service
filed notice that it has entered into an
additional Global Expedited Package
Services 3 (GEPS 3) negotiated service
agreement (Agreement).1
To support its Notice, the Postal
Service filed a copy of the Agreement,
a copy of the Governors’ Decision
authorizing the product, a certification
of compliance with 39 U.S.C. 3633(a),
and an application for non-public
treatment of certain materials. It also
filed supporting financial workpapers.
II. Notice of Commission Action
The Commission establishes Docket
No. CP2015–103 for consideration of
matters raised by the Notice.
The Commission invites comments on
whether the Postal Service’s filing is
consistent with 39 U.S.C. 3632, 3633, or
3642, 39 CFR part 3015, and 39 CFR
part 3020, subpart B. Comments are due
no later than July 23, 2015. The public
portions of the filing can be accessed via
the Commission’s Web site (https://
www.prc.gov).
1 Notice of United States Postal Service of Filing
a Functionally Equivalent Global Expedited
Package Services 3 Negotiated Service Agreement
and Application for Non-Public Treatment of
Materials Filed Under Seal, July 15, 2015 (Notice).
19:59 Jul 21, 2015
Jkt 235001
[FR Doc. 2015–17940 Filed 7–21–15; 8:45 am]
BILLING CODE 7710–FW–P
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75469; File No. SR–
NYSEARCA–2015–62]
I. Introduction
II. Notice of Commission Action
III. Ordering Paragraphs
VerDate Sep<11>2014
By the Commission.
Ruth Ann Abrams,
Acting Secretary.
change is available on the Exchange’s
Web site at www.nyse.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending the NYSE Arca
Options Fee Schedule
July 16, 2015.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on July 10,
2015, NYSE Arca, Inc. (the ‘‘Exchange’’
or ‘‘NYSE Arca’’) filed with the
Securities and Exchange Commission
(the ‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
NYSE Arca Options Fee Schedule (‘‘Fee
Schedule’’). The Exchange proposes to
implement the fee change effective July
10, 2015. The text of the proposed rule
PO 00000
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
Frm 00095
Fmt 4703
Sfmt 4703
The purpose of this filing is to
enhance the application of the Limit of
Fees on Firm and Broker Dealer Open
Outcry Executions (the ‘‘Firm Cap’’) to
include Qualified Contingent Cross
Transactions (‘‘QCCs’’).
Currently, the Exchange imposes a
Firm Cap of $100,000 per month on
combined Firm Proprietary Fees and
Broker Dealer Fees for transactions
clearing in the customer range, if
executed in open outcry (i.e., Manual
Transactions). The Firm Cap excludes
Strategy Executions, Royalty Fees, firm
trades executed via a Joint Back Office
agreement, and Mini option contracts.4
To date, fees arising from QCCs have
not been included in the Firm Cap
because QCCs are not executed in open
outcry. Rather, QCCs are executed by
the entry of a matched trade into the
Exchange System and reported
electronically.5 Because Firms and
Broker Dealers are generally represented
on the Floor by Floor Brokers and QCC
transactions may be entered into the
System from a terminal on the Floor as
part of an array of services that a Floor
Brokerage operation can offer to clients,
the Exchange proposes to include fees
4 See
Fee Schedule, endnote 9.
Rule 6.90. Qualified Contingent Crosses
(providing in relevant part that QCCs are
‘‘automatically executed upon entry into the NYSE
Arca System provided that the execution (i) is not
at the same price as a Customer Order in the
Consolidated Book and (ii) is at or between the
NBBO’’). See also Commentary .01 to Rule 6.90
(providing that QCC orders ‘‘can be entered into the
NYSE Arca System from on the Floor of the
Exchange only by Floor Brokers’’).
5 See
E:\FR\FM\22JYN1.SGM
22JYN1
Federal Register / Vol. 80, No. 140 / Wednesday, July 22, 2015 / Notices
for QCCs executed by Floor Brokers in
the aggregation towards the Firm Cap.
The Exchange believes this proposed
change would encourage Firms and
Broker Dealers to direct a greater
number of their orders, including QCC
orders, to the Trading Floor, given the
increased opportunities to achieve the
Firm Cap on their monthly transaction
fees. For example, if a Broker Dealer
achieves the Firm Cap with the
inclusion of $20,000 in QCC fees, the
Broker Dealer may be inclined to direct
other orders to the Exchange Floor
having reached the Firm Cap, which
increased liquidity would benefit all
market participants. The Exchange notes
that competing options exchanges
likewise include QCC transactions in
monthly fee caps similar to the Firm
Cap.6
The proposed inclusion of QCC fees
in the Firm Cap would not affect the
Floor Broker Rebate for Executed
Orders, as Floor Brokers would still earn
the Rebate even if the fee for the
transaction itself is capped.
Consistent with the proposed change,
the Exchange proposes to change the
name of this fee from ‘‘Limit of Fees on
Firm and Broker Dealer Open Outcry
Executions’’ to ‘‘Firm and Broker Dealer
Monthly Fee Cap,’’ which the Exchange
believes would add more clarity and
consistency to the fee schedule.
Relatedly, the Exchange also proposes to
modify the language in the Firm Cap
regarding the exclusion of Mini options
which erroneously refers to Strategy
Executions. Specifically, the Exchange
proposes to replace the language ‘‘Mini
option contracts are excluded from the
Limit of Fees on Strategy Executions,’’
with ‘‘Mini option contracts are
excluded from the Firm and Broker
Dealer Monthly Fee Cap.’’ The Exchange
believes that this change would add
clarity and consistency to the Fee
Schedule.
2. Statutory Basis
tkelley on DSK3SPTVN1PROD with NOTICES
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Act,7 in general, and
furthers the objectives of Sections
6 See, e.g., NYSE Amex Options fee schedule,
available at, https://www.nyse.com/publicdocs/
nyse/markets/amex-options/NYSE_Amex_Options_
Fee_Schedule.pdf (including QCCs in the Monthly
Firm Fee Cap for Manual transactions, which
aggregates the fees associated with Firm Manual
transactions and cap them at $100,000 per month,
per Firm); NASDAQ OMX PHLX LLC fee schedule,
available at, https://www.nasdaqtrader.com/
Micro.aspx?id=phlxpricing (including QCCs in the
Monthly Firm Fee Cap, which aggregates the fees
associated with Firm Floor Options Transactions
and QCCs and cap them at $75,000 per month, per
Firm).
7 15 U.S.C. 78f(b).
VerDate Sep<11>2014
19:59 Jul 21, 2015
Jkt 235001
6(b)(4) and (5) of the Act,8 in particular,
because it provides for the equitable
allocation of reasonable dues, fees, and
other charges among its members,
issuers and other persons using its
facilities and does not unfairly
discriminate between customers,
issuers, brokers or dealers.
The Exchange believes the inclusion
of the Floor executed QCCs under the
Firm Cap is reasonable and not unfairly
discriminatory because it would provide
additional opportunities for Firms and
Broker Dealers to achieve the Firm Cap,
which may, in turn, encourage more
business, not limited to QCC trades, to
be brought to the Floor, which would
benefit all market participants. The
proposed change is reasonable,
equitable and not unfairly
discriminatory as the Firm Cap would
not be meaningful for Customers or
Professional Customers because neither
Customers nor Professional Customers
pay transaction charges for QCCs. The
proposed change is also reasonable,
equitable and not unfairly
discriminatory towards Market Makers,
as Market Makers are generally charged
a lower fee for Manual executions, and
have alternative avenues to reduce
transaction fees.9 In addition, the
Exchange believes that by including
QCCs in the Firm Cap, thereby making
the Cap more achievable and
encouraging additional order flow not
limited to QCCs, Market Makers are
provided a greater opportunity to
interact with order flow, which, in turn,
benefits market participants.
The Exchange also believes that the
proposed change is reasonable because
several competing options exchanges
likewise include QCC transactions in
monthly fee caps similar to Firm Cap.10
The Exchange believes that its
proposal to modify the name of this fee,
as well as the language regarding the
exclusion of Mini options from the Firm
Cap to correct the erroneous reference to
Strategy Executions, would add clarity
and consistency to the Fee Schedule to
the benefit of all market participants.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,11 the Exchange does not believe
that the proposed rule change will
U.S.C. 78f(b)(4) and (5).
generally Fee Schedule (various credits
available to Market Makers for posted monthly
volume, including for executions in Penny Pilot
Issues and SPY).
10 See supra n. 6.
11 15 U.S.C. 78f(b)(8).
PO 00000
8 15
9 See
Frm 00096
Fmt 4703
Sfmt 4703
43481
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
Instead, the Exchange believes that the
proposed change would continue to
encourage competition, including by
attracting a wider variety of business to
the Floor of the Exchange, which would
continue to make the Exchange a more
competitive venue for, among other
things, order execution and price
discovery. The Exchange believes the
proposed fee change would not unduly
burden any particular group of market
participants trading on the Exchange
`
vis-a-vis another group. Specifically,
neither Customers nor Professional
Customers are charged for QCC
transactions. Moreover, Market Makers
are generally charged a lower fee for
Manual executions, and have alternative
avenues to reduce transaction fees.12 In
addition, the Exchange believes that by
including QCCs in the Firm Cap,
thereby making the Cap more achievable
and encouraging additional order flow
not limited to QCCs, Market Makers are
provided a greater opportunity to
interact with order flow, which, in turn,
benefits market participants.
The Exchange notes that it operates in
a highly competitive market in which
market participants can readily favor
competing venues. In such an
environment, the Exchange must
continually review, and consider
adjusting, its fees and credits to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change reflects this competitive
environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective
upon filing pursuant to Section
19(b)(3)(A) 13 of the Act and
subparagraph (f)(2) of Rule 19b–4 14
thereunder, because it establishes a due,
fee, or other charge imposed by the
Exchange.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
12 See
supra n. 9.
U.S.C. 78s(b)(3)(A).
14 17 CFR 240.19b–4(f)(2).
13 15
E:\FR\FM\22JYN1.SGM
22JYN1
43482
Federal Register / Vol. 80, No. 140 / Wednesday, July 22, 2015 / Notices
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 15 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEARCA–2015–62 and should be
submitted on or before August 12, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–17893 Filed 7–21–15; 8:45 am]
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–
NYSEARCA–2015–62 on the subject
line.
tkelley on DSK3SPTVN1PROD with NOTICES
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:
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Order Approving a
Proposed Rule Change, as Modified by
Amendment No. 1 Thereto, To Adopt
FINRA Rule 2241 (Research Analysts
and Research Reports) in the
Consolidated FINRA Rulebook
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–NYSEARCA–2015–62. 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 Section, 100 F Street NE.,
Washington, DC 20549–1090. Copies of
the filing will also be available for
inspection and copying at the NYSE’s
principal office and on its Internet Web
site at www.nyse.com. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
July 16, 2015.
15 15
U.S.C. 78s(b)(2)(B).
VerDate Sep<11>2014
19:59 Jul 21, 2015
Jkt 235001
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75471; File No. SR–FINRA–
2014–047]
I. Introduction
On November 14, 2014, Financial
Industry Regulatory Authority, Inc.
(‘‘FINRA’’) filed with the Securities and
Exchange Commission (‘‘SEC’’ or
‘‘Commission’’), pursuant to section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule to adopt
NASD Rule 2711 (Research Analysts
and Research Reports) as a FINRA rule,
with several modifications, amend
NASD Rule 1050 (Registration of
Research Analysts) and Incorporated
NYSE Rule 344 to create an exception
from the research analyst qualification
requirement, and renumber NASD Rule
2711 as FINRA Rule 2241 in the
consolidated FINRA rulebook. The
proposal was published for comment in
the Federal Register on November 24,
2014.3 The Commission received four
comments on the original proposal.4 On
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 Exchange Act Release No. 73622 (Nov. 18,
2014); 79 FR 69939 (Nov. 24, 2014) (‘‘Notice’’). On
January 6, 2015, FINRA consented to extending the
time period for the Commission to either approve
or disapprove the proposed rule change, or to
institute proceedings to determine whether to
approve or disapprove the proposed rule change, to
February 20, 2015.
4 See Letter from Kevin Zambrowicz, Associate
General Counsel & Managing Director and Sean
Davy, Managing Director, SIFMA, dated Dec. 15,
2014 (‘‘SIFMA’’), Letter from Hugh D. Berkson,
President-Elect, Public Investors Arbitration Bar
PO 00000
16 17
1 15
Frm 00097
Fmt 4703
Sfmt 4703
February 19, 2015, FINRA filed
Amendment No. 1 responding to these
original comments received to the
proposal as well as to propose
amendments in response to these
comments. The proposal, as amended
by Amendment No. 1, was published for
comment in the Federal Register on
March 18, 2015.5 On February 20, 2015,
the Commission issued an order
instituting proceedings pursuant to
section 19(b)(2)(B) of the Act 6 to
determine whether to approve or
disapprove the proposal. This order was
published for comment in the Federal
Register on February 26, 2015.7 The
Commission received a further three
comments regarding the proceedings or
in response to Amendment No. 1,8 to
which FINRA responded via letter on
May 5, 2015.9
This order approves the proposed rule
change.
II. Description of the Proposed Rule
Change
As described more fully in the Notice,
FINRA proposed to adopt, in the
Consolidated FINRA Rulebook, NASD
Rule 2711 (Research Analysts and
Research Reports), with several
modifications, as FINRA Rule 2241. The
proposed rule change also would amend
NASD Rule 1050 (Registration of
Research Analysts) and Incorporated
NYSE Rule 344 (Research Analysts and
Supervisory Analysts) to create an
exception from the research analyst
qualification requirements.
FINRA believes that the proposed rule
change would retain the core provisions
of the current rules, broaden the
obligations on members to identify and
manage research-related conflicts of
interest, restructure the rules to provide
some flexibility in compliance without
diminishing investor protection, extend
Association, dated Dec. 15, 2014 (‘‘PIABA Equity’’),
Letter from Stephanie R. Nicholas, WilmerHale,
dated Dec. 16, 2014 (‘‘WilmerHale Equity One’’),
and Letter from William Beatty, President and
Washington (State) Securities Administrator, North
American Securities Administrators Association,
Inc., dated Dec. 19, 2014 (‘‘NASAA Equity One’’).
5 Exchange Act Release No. 74488 (Mar. 12,
2015); 80 FR 14174 (Mar. 18, 2015) (‘‘Amendment
Notice’’).
6 15 U.S.C. 78s(b)(2)(B).
7 Exchange Act Release No. 74339 (Feb. 20, 2015);
80 FR 10528 (Feb. 26, 2015).
8 Letter from Egidio Mogavero, Managing Director
and Chief Compliance Officer, JMP Securities,
dated Mar. 19, 2015 (‘‘JMP’’), Letter from Stephanie
R. Nicholas, WilmerHale, dated Apr. 6, 2015
(‘‘WilmerHale Equity Two’’), and Letter from
William Beatty, President and Washington (State)
Securities Administrator, North American
Securities Administrators Association, Inc., dated
Apr. 17, 2015 (‘‘NASAA Equity Two’’).
9 Letter from Philip Shaikun, Vice President and
Associate General Counsel, FINRA, dated May 5,
2015 (‘‘FINRA Response’’).
E:\FR\FM\22JYN1.SGM
22JYN1
Agencies
[Federal Register Volume 80, Number 140 (Wednesday, July 22, 2015)]
[Notices]
[Pages 43480-43482]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-17893]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75469; File No. SR-NYSEARCA-2015-62]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending the NYSE
Arca Options Fee Schedule
July 16, 2015.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on July 10, 2015, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend the NYSE Arca Options Fee Schedule
(``Fee Schedule''). The Exchange proposes to implement the fee change
effective July 10, 2015. The text of the proposed rule change is
available on the Exchange's Web site at www.nyse.com, at the principal
office of the Exchange, and at the Commission's Public Reference Room
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this filing is to enhance the application of the
Limit of Fees on Firm and Broker Dealer Open Outcry Executions (the
``Firm Cap'') to include Qualified Contingent Cross Transactions
(``QCCs'').
Currently, the Exchange imposes a Firm Cap of $100,000 per month on
combined Firm Proprietary Fees and Broker Dealer Fees for transactions
clearing in the customer range, if executed in open outcry (i.e.,
Manual Transactions). The Firm Cap excludes Strategy Executions,
Royalty Fees, firm trades executed via a Joint Back Office agreement,
and Mini option contracts.\4\
---------------------------------------------------------------------------
\4\ See Fee Schedule, endnote 9.
---------------------------------------------------------------------------
To date, fees arising from QCCs have not been included in the Firm
Cap because QCCs are not executed in open outcry. Rather, QCCs are
executed by the entry of a matched trade into the Exchange System and
reported electronically.\5\ Because Firms and Broker Dealers are
generally represented on the Floor by Floor Brokers and QCC
transactions may be entered into the System from a terminal on the
Floor as part of an array of services that a Floor Brokerage operation
can offer to clients, the Exchange proposes to include fees
[[Page 43481]]
for QCCs executed by Floor Brokers in the aggregation towards the Firm
Cap. The Exchange believes this proposed change would encourage Firms
and Broker Dealers to direct a greater number of their orders,
including QCC orders, to the Trading Floor, given the increased
opportunities to achieve the Firm Cap on their monthly transaction
fees. For example, if a Broker Dealer achieves the Firm Cap with the
inclusion of $20,000 in QCC fees, the Broker Dealer may be inclined to
direct other orders to the Exchange Floor having reached the Firm Cap,
which increased liquidity would benefit all market participants. The
Exchange notes that competing options exchanges likewise include QCC
transactions in monthly fee caps similar to the Firm Cap.\6\
---------------------------------------------------------------------------
\5\ See Rule 6.90. Qualified Contingent Crosses (providing in
relevant part that QCCs are ``automatically executed upon entry into
the NYSE Arca System provided that the execution (i) is not at the
same price as a Customer Order in the Consolidated Book and (ii) is
at or between the NBBO''). See also Commentary .01 to Rule 6.90
(providing that QCC orders ``can be entered into the NYSE Arca
System from on the Floor of the Exchange only by Floor Brokers'').
\6\ See, e.g., NYSE Amex Options fee schedule, available at,
https://www.nyse.com/publicdocs/nyse/markets/amex-options/NYSE_Amex_Options_Fee_Schedule.pdf (including QCCs in the Monthly
Firm Fee Cap for Manual transactions, which aggregates the fees
associated with Firm Manual transactions and cap them at $100,000
per month, per Firm); NASDAQ OMX PHLX LLC fee schedule, available
at, https://www.nasdaqtrader.com/Micro.aspx?id=phlxpricing (including
QCCs in the Monthly Firm Fee Cap, which aggregates the fees
associated with Firm Floor Options Transactions and QCCs and cap
them at $75,000 per month, per Firm).
---------------------------------------------------------------------------
The proposed inclusion of QCC fees in the Firm Cap would not affect
the Floor Broker Rebate for Executed Orders, as Floor Brokers would
still earn the Rebate even if the fee for the transaction itself is
capped.
Consistent with the proposed change, the Exchange proposes to
change the name of this fee from ``Limit of Fees on Firm and Broker
Dealer Open Outcry Executions'' to ``Firm and Broker Dealer Monthly Fee
Cap,'' which the Exchange believes would add more clarity and
consistency to the fee schedule. Relatedly, the Exchange also proposes
to modify the language in the Firm Cap regarding the exclusion of Mini
options which erroneously refers to Strategy Executions. Specifically,
the Exchange proposes to replace the language ``Mini option contracts
are excluded from the Limit of Fees on Strategy Executions,'' with
``Mini option contracts are excluded from the Firm and Broker Dealer
Monthly Fee Cap.'' The Exchange believes that this change would add
clarity and consistency to the Fee Schedule.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Act,\7\ in general, and furthers the
objectives of Sections 6(b)(4) and (5) of the Act,\8\ in particular,
because it provides for the equitable allocation of reasonable dues,
fees, and other charges among its members, issuers and other persons
using its facilities and does not unfairly discriminate between
customers, issuers, brokers or dealers.
---------------------------------------------------------------------------
\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Exchange believes the inclusion of the Floor executed QCCs
under the Firm Cap is reasonable and not unfairly discriminatory
because it would provide additional opportunities for Firms and Broker
Dealers to achieve the Firm Cap, which may, in turn, encourage more
business, not limited to QCC trades, to be brought to the Floor, which
would benefit all market participants. The proposed change is
reasonable, equitable and not unfairly discriminatory as the Firm Cap
would not be meaningful for Customers or Professional Customers because
neither Customers nor Professional Customers pay transaction charges
for QCCs. The proposed change is also reasonable, equitable and not
unfairly discriminatory towards Market Makers, as Market Makers are
generally charged a lower fee for Manual executions, and have
alternative avenues to reduce transaction fees.\9\ In addition, the
Exchange believes that by including QCCs in the Firm Cap, thereby
making the Cap more achievable and encouraging additional order flow
not limited to QCCs, Market Makers are provided a greater opportunity
to interact with order flow, which, in turn, benefits market
participants.
---------------------------------------------------------------------------
\9\ See generally Fee Schedule (various credits available to
Market Makers for posted monthly volume, including for executions in
Penny Pilot Issues and SPY).
---------------------------------------------------------------------------
The Exchange also believes that the proposed change is reasonable
because several competing options exchanges likewise include QCC
transactions in monthly fee caps similar to Firm Cap.\10\
---------------------------------------------------------------------------
\10\ See supra n. 6.
---------------------------------------------------------------------------
The Exchange believes that its proposal to modify the name of this
fee, as well as the language regarding the exclusion of Mini options
from the Firm Cap to correct the erroneous reference to Strategy
Executions, would add clarity and consistency to the Fee Schedule to
the benefit of all market participants.
For these reasons, the Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\11\ the Exchange
does not believe that the proposed rule change will impose any burden
on competition that is not necessary or appropriate in furtherance of
the purposes of the Act. Instead, the Exchange believes that the
proposed change would continue to encourage competition, including by
attracting a wider variety of business to the Floor of the Exchange,
which would continue to make the Exchange a more competitive venue for,
among other things, order execution and price discovery. The Exchange
believes the proposed fee change would not unduly burden any particular
group of market participants trading on the Exchange vis-[agrave]-vis
another group. Specifically, neither Customers nor Professional
Customers are charged for QCC transactions. Moreover, Market Makers are
generally charged a lower fee for Manual executions, and have
alternative avenues to reduce transaction fees.\12\ In addition, the
Exchange believes that by including QCCs in the Firm Cap, thereby
making the Cap more achievable and encouraging additional order flow
not limited to QCCs, Market Makers are provided a greater opportunity
to interact with order flow, which, in turn, benefits market
participants.
---------------------------------------------------------------------------
\11\ 15 U.S.C. 78f(b)(8).
\12\ See supra n. 9.
---------------------------------------------------------------------------
The Exchange notes that it operates in a highly competitive market
in which market participants can readily favor competing venues. In
such an environment, the Exchange must continually review, and consider
adjusting, its fees and credits to remain competitive with other
exchanges. For the reasons described above, the Exchange believes that
the proposed rule change reflects this competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change is effective upon filing pursuant to
Section 19(b)(3)(A) \13\ of the Act and subparagraph (f)(2) of Rule
19b-4 \14\ thereunder, because it establishes a due, fee, or other
charge imposed by the Exchange.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if
[[Page 43482]]
it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings under
Section 19(b)(2)(B) \15\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
---------------------------------------------------------------------------
\15\ 15 U.S.C. 78s(b)(2)(B).
---------------------------------------------------------------------------
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-NYSEARCA-2015-62 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-NYSEARCA-2015-62. 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 Section, 100 F Street
NE., Washington, DC 20549-1090. Copies of the filing will also be
available for inspection and copying at the NYSE's principal office and
on its Internet Web site at www.nyse.com. All comments received will be
posted without change; the Commission does not edit personal
identifying information from submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-NYSEARCA-2015-62 and should be submitted
on or before August 12, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
---------------------------------------------------------------------------
\16\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-17893 Filed 7-21-15; 8:45 am]
BILLING CODE 8011-01-P