Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the Schedule of Fees, 56517-56519 [2015-23398]
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Federal Register / Vol. 80, No. 181 / Friday, September 18, 2015 / Notices
implementation began on April 8, 2013
and was completed on May 3, 2013.
Implementation of Phase II of the Plan
began on August 5, 2013 and was
completed on February 24, 2014.
Pursuant to this proposed amendment,
the Participants propose to extend the
pilot period so that it is set to end April
22, 2016.
E. Analysis of Impact on Competition
The proposed amendment to the Plan
does not impose any burden on
competition that is not necessary or
appropriate in furtherance of the
purposes of the Exchange Act. The
Participants do not believe that the
proposed Plan introduces terms that are
unreasonably discriminatory for the
purposes of Section 11A(c)(1)(D) of the
Exchange Act.
F. Written Understanding or Agreements
Relating to Interpretation of, or
Participation in the Plan
The Participants have no written
understandings or agreements relating
to interpretation of the Plan. Section
II(C) of the Plan sets forth how any
entity registered as a national securities
exchange or national securities
association may become a Participant.
G. Approval of Amendment of the Plan
Each of the Plan’s Participants has
executed a written amended Plan.
H. Terms and Conditions of Access
Section II(C) of the Plan provides that
any entity registered as a national
securities exchange or national
securities association under the
Exchange Act may become a Participant
by: (1) Becoming a participant in the
applicable Market Data Plans, as defined
in Section I(F) of the Plan; (2) executing
a copy of the Plan, as then in effect; (3)
providing each then-current Participant
with a copy of such executed Plan; and
(4) effecting an amendment to the Plan
as specified in Section III(B) of the Plan.
I. Method of Determination and
Imposition, and Amount of, Fees and
Charges
Not applicable.
J. Method and Frequency of Processor
Evaluation
Not applicable.
tkelley on DSK3SPTVN1PROD with NOTICES
K. Dispute Resolution
Section III(C) of the Plan provides for
each Participant to designate an
individual to represent the Participant
as a member of an Operating Committee.
No later than the initial date of the Plan,
the Operating Committee shall designate
one member of the Operating Committee
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18:47 Sep 17, 2015
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to act as the Chair of the Operating
Committee. Any recommendation for an
amendment to the Plan from the
Operating Committee that receives an
affirmative vote of at least two-thirds of
the Participants, but is less than
unanimous, shall be submitted to the
Commission as a request for an
amendment to the Plan initiated by the
Commission under Rule 608.
On July 30, 2015, the Operating
Committee, duly constituted and
chaired by Ms. Karen Lorentz of the
NYSE, on behalf of Committee
Chairman Mr. Christopher B. Stone of
FINRA, met and voted unanimously to
amend the Plan as set forth herein in
accordance with Section III(C) of the
Plan. The Plan Advisory Committee was
notified in connection with the Ninth
Amendment and was in favor.
56517
inspection and copying at the
Participants’ principal offices. 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 4–631 and should be submitted
on or before October 9, 2015.
By the Commission.
Brent J. Fields,
Secretary.
[FR Doc. 2015–23415 Filed 9–17–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
III. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed Ninth
Amendment is consistent with the Act.
Comments may be submitted by any
of the following methods:
[Release No. 34–75912; File No. SR–ISE–
2015–27]
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 4–
631 on the subject line.
September 14, 2015.
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 4–631. 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 Plan that
are filed with the Commission, and all
written communications relating to the
Plan 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
PO 00000
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Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Amend the Schedule of
Fees
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 1, 2015, the International
Securities Exchange, LLC (the
‘‘Exchange’’ or the ‘‘ISE’’) filed with the
Securities and Exchange Commission
the proposed rule change, as described
in Items I, II, and III below, which items
have been prepared by the selfregulatory 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 the Substance
of the Proposed Rule Change
The ISE proposes to amend the
Schedule of Fees to increase certain
complex order fees and rebates as
described in more detail below. The text
of the proposed rule change is available
on the Exchange’s Web site (https://
www.ise.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
1 15
2 17
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CFR 240.19b–4.
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Federal Register / Vol. 80, No. 181 / Friday, September 18, 2015 / Notices
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization 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
tkelley on DSK3SPTVN1PROD with NOTICES
1. Purpose
The Exchange currently provides
volume-based tiered rebates for Priority
Customer 3 complex orders when these
orders trade with non-Priority Customer
orders in the complex order book, or
trade with quotes and orders on the
regular order book. These complex order
rebates are provided to members based
on the member’s average daily volume
(‘‘ADV’’) in Priority Customer complex
orders in six volume tiers as follows: 0
to 29,999 contracts (Tier 1), 30,000 to
59,999 contracts (Tier 2), 60,000 to
99,999 contracts (Tier 3), 100,000 to
149,999 contracts (Tier 4), 150,000 to
199,999 contracts (Tier 5), and 200,000
or more contracts (Tier 6). Currently,
Priority Customer complex orders
receive a rebate of $0.30 per contract in
Select Symbols 4 and $0.63 per contract
in Non-Select Symbols 5 for Tier 1,
$0.35 per contract in Select Symbols
and $0.71 per contract in Non-Select
Symbols for Tier 2, $0.40 per contract in
Select Symbols and $0.78 per contract
in Non-Select Symbols for Tier 3, $0.43
per contract in Select Symbols and
$0.80 per contract in Non-Select
Symbols for Tier 4, $0.45 per contract in
Select Symbols and $0.82 per contract
in Non-Select Symbols for Tier 5, and
$0.46 per contract in Select Symbols
and $0.83 per contract in Non-Select
Symbols for Tier 6.6 The Exchange now
proposes to increase these rebates by
$0.01 per contract for members that
achieve Tiers 3, 4, 5, and 6. As
proposed, the Priority Customer
complex order rebate in Select Symbols
3 A ‘‘Priority Customer’’ is a person or entity that
is to a broker/dealer in securities, and does not
place more than 390 orders in listed options per day
on a average during a calendar month for its own
beneficial account(s), as defined in Rule
100(a)(37A).
4 ‘‘Select Symbols’’ are options overlying all
symbols listed on the ISE that are in the Penny Pilot
Program.
5 ‘‘Non-Select Symbols’’ are options overlying all
symbols excluding Select Symbols.
6 These rebates are provided per contract per leg
if the order trades with non-Priority Customer
orders in the complex order book, or trades with
quotes and orders on the regular order book.
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Jkt 235001
will be increased to $0.41 per contract
for Tier 3, $0.44 per contract for Tier 4,
$0.46 per contract for Tier 5, and $0.47
per contact for Tier 6. For Non-Select
Symbols the rebate will be increased to
$0.79 per contract for Tier 3, $0.81 per
contract for Tier 4, $0.83 per contract for
Tier 5, and $0.84 per contract for Tier
6. Other rebate amounts will remain
unchanged from their current levels.
In addition, the Exchange charges
complex order taker fees and an
equivalent maker fee that applies
specifically when trading against
Priority Customer orders. In Select
Symbols these fees are $0.46 per
contract for Market Maker 7 orders (or
$0.43 per contract for Market Makers
with total affiliated Priority Customer
Complex ADV of 150,000 or more
contracts),8 and $0.47 per contract for
Non-ISE Market Maker,9 Firm
Proprietary 10/Broker-Dealer,11 and
Professional Customer 12 orders. In NonSelect Symbols these fees are $0.85 per
contract for Market Maker orders,13 and
$0.87 per contract for Non-ISE Market
Maker, Firm Proprietary/Broker-Dealer,
and Professional Customer orders. The
Exchange now proposes to increase
these fees by $0.01 per contract. As
proposed, the taker fee and equivalent
maker fee for trading against Priority
Customer orders in Select Symbols will
be increased to $0.47 per contract for
Market Maker orders (or $0.44 per
contract for Market Makers with total
affiliated Priority Customer Complex
ADV of 150,000 or more contracts), and
$0.48 per contract for Non-ISE Market
7 The
term ‘‘Market Makers’’ refers to
‘‘Competitive Market Makers’’ and ‘‘Primary Market
Makers’’ collectively. See Rule 100(a)(25).
8 ISE Market Makers or making or taking liquidity
receive a discount of $0.02 when trading against
Priority Customer orders preferenced to them in the
complex order book in equity options that are able
to be listed and traded on more than one options
exchange. This discount does not apply to FX
Options Symbols or to option classes designated by
the Exchange to receive a guaranteed allocation
pursuant to ISE Rule 722(b)(3)(i)(B).
9 A ‘‘Non-ISE Market Maker’’ is a market maker
as defined in Section 3(a)(38) of the Securities
Exchange Act of 1934, as amended, registered in the
same options class on another options exchange.
10 A ‘‘Firm Proprietary’’ order is an order
submitted by a member for its own proprietary
account.
11 A ‘‘Broker-Dealer’’ order is an order submitted
by a member for a broker-dealer account that is not
its own proprietary account.
12 A ‘‘Professional Customer’’ is a person or entity
that is not a broker/dealer and is not a Priority
Customer.
13 ISE Market Makers making or taking liquidity
receive a discount of $0.02 when trading against
Priority Customer orders preferenced to them in the
complex order book in equity options that are able
to be listed and traded on more than one options
exchange. This discount does not apply to FX
Options Symbols or to option classes designated by
the Exchange to receive a guaranteed allocation
pursuant to ISE Rule 722(b)(3)(i)(B).
PO 00000
Frm 00082
Fmt 4703
Sfmt 4703
Maker, Firm Proprietary/Broker-Dealer,
and Professional Customer orders. In
Non-Select Symbols the fee will be
increased to $0.86 per contract for
Market Maker orders, and $0.88 per
contract for Non-ISE Market Maker,
Firm Proprietary/Broker-Dealer, and
Professional Customer orders.
Preferenced Market Makers will
continue to receive the applicable
discount of $0.02 per contract when
trading against Priority Customer order
preferenced to them in the complex
order book.14
Finally, the Exchange charges a fee for
responses to complex crossing orders
that is $0.47 per contract for Market
Maker, Non-ISE Market Maker, Firm
Proprietary/Broker-Dealer, Professional
Customer, and Priority Customer orders
in Select Symbols. In Non-Select
Symbols this response fee is $0.90 per
contract for Market Maker orders, and
$0.95 per contract for Non-ISE Market
Maker, Firm Proprietary/Broker-Dealer,
Professional Customer, and Priority
Customer orders. The Exchange now
proposes to increase its complex order
response fees by $0.01 per contract. As
proposed, the response fee in Select
Symbols will be increased to $0.48 per
contract for all market participants, and
the response fee in Non-Select Symbols
will be increased to $0.91 per contract
for Market Maker orders, and $0.96 per
contract for Non-ISE Market Maker,
Firm Proprietary/Broker-Dealer,
Professional Customer, and Priority
Customer orders.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,15
in general, and Section 6(b)(4) of the
Act,16 in particular, in that it is designed
to provide for the equitable allocation of
reasonable dues, fees, and other charges
among its members and other persons
using its facilities.
The Exchange believes that it is
reasonable and equitable to increase the
rebates provided to Priority Customer
complex orders, as these proposed
rebates are designed to attract additional
Priority Customer complex order
volume to the Exchange. The Exchange
already provides volume-based tiered
rebates for Priority Customer complex
orders, and believes that increasing the
rebates will incentivize members to
send additional order flow to the ISE in
order to achieve these rebates for their
Priority Customer complex order
volume, creating additional liquidity to
14 See
notes 6 [sic] and 11 [sic] supra.
U.S.C. 78f.
16 15 U.S.C. 78f(b)(4).
15 15
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Federal Register / Vol. 80, No. 181 / Friday, September 18, 2015 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
the benefit of all members that trade
complex orders on the Exchange. The
Exchange also believes that the
corresponding increase to the complex
order taker fee and complex order maker
fee for trading against Priority Customer
orders, as well as the fee for responses
to complex crossing orders, is
reasonable and equitable as the
proposed fees are set at levels that the
Exchange believes will continue to be
attractive to market participants that
trade on ISE, and that are competitive
with fees charged by other options
exchanges.
The Exchange notes that Priority
Customer orders will continue to
receive complex order rebates,17 while
other market participants will continue
to pay a fee. The Exchange does not
believe that this is unfairly
discriminatory as a Priority Customer is
by definition not a broker or dealer in
securities, and does not place more than
390 orders in listed options per day on
average during a calendar month for its
own beneficial account(s). This
limitation does not apply to participants
whose behavior is substantially similar
to that of market professionals,
including Professional Customers, who
will generally submit a higher number
of orders (many of which do not result
in executions) than Priority Customers.
The Exchange also notes that Market
Maker orders will continue to be eligible
for lower fees than other non-Priority
Customer orders. The Exchange does
not believe that it is unfairly
discriminatory provide lower fees to
Market Maker orders as Market Makers
are subject to additional requirements
and obligations (such as quoting
requirements) that other market
participants are not.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,18 the Exchange does not believe
that the proposed rule change will
impose any burden on intermarket or
intramarket competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange believes that the proposed
complex order fees and rebates remain
competitive with fees and rebates
offered on other options exchanges. The
Exchange operates in a highly
competitive market in which market
participants can readily direct their
order flow to competing venues. In such
an environment, the Exchange must
17 With the exception of responses to complex
crossing orders where Priority Customers are
charged a fee like other market participants.
18 15 U.S.C. 78f(b)(8).
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18:47 Sep 17, 2015
Jkt 235001
continually review, and consider
adjusting, its fees and rebates to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed fee
changes reflect this competitive
environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act 19 and
subparagraph (f)(2) of Rule 19b–4
thereunder,20 because it establishes a
due, fee, or other charge imposed by
ISE.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
ISE–2015–27 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.
19
20
PO 00000
15 U.S.C. 78s(b)(3)(A)(ii).
17 CFR 240.19b–4(f)(2).
Frm 00083
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Sfmt 4703
56519
All submissions should refer to File
Number SR–ISE–2015–27. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of 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–ISE–
2015–27, and should be submitted on or
before October 9, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Brent J. Fields,
Secretary.
[FR Doc. 2015–23398 Filed 9–17–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75919]
Order Pursuant to Sections 15F(b)(6)
and 36 of the Securities Exchange Act
of 1934 Extending Certain Temporary
Exemptions and a Temporary and
Limited Exception Related to SecurityBased Swaps
September 15, 2015.
I. Introduction
On June 15, 2011, the Securities and
Exchange Commission (‘‘Commission’’)
issued an order granting temporary
exemptions and exceptions from
compliance with certain provisions of
21
17 CFR 200.30–3(a)(12).
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Agencies
[Federal Register Volume 80, Number 181 (Friday, September 18, 2015)]
[Notices]
[Pages 56517-56519]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-23398]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75912; File No. SR-ISE-2015-27]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Amend the Schedule of Fees
September 14, 2015.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on September 1, 2015, the International Securities Exchange, LLC
(the ``Exchange'' or the ``ISE'') filed with the Securities and
Exchange 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\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The ISE proposes to amend the Schedule of Fees to increase certain
complex order fees and rebates as described in more detail below. The
text of the proposed rule change is available on the Exchange's Web
site (https://www.ise.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
[[Page 56518]]
statements concerning the purpose of, and basis for, the proposed rule
change and discussed any comments it received on the proposed rule
change. The text of these statements may be examined at the places
specified in Item IV below. The self-regulatory organization has
prepared summaries, set forth in sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange currently provides volume-based tiered rebates for
Priority Customer \3\ complex orders when these orders trade with non-
Priority Customer orders in the complex order book, or trade with
quotes and orders on the regular order book. These complex order
rebates are provided to members based on the member's average daily
volume (``ADV'') in Priority Customer complex orders in six volume
tiers as follows: 0 to 29,999 contracts (Tier 1), 30,000 to 59,999
contracts (Tier 2), 60,000 to 99,999 contracts (Tier 3), 100,000 to
149,999 contracts (Tier 4), 150,000 to 199,999 contracts (Tier 5), and
200,000 or more contracts (Tier 6). Currently, Priority Customer
complex orders receive a rebate of $0.30 per contract in Select Symbols
\4\ and $0.63 per contract in Non-Select Symbols \5\ for Tier 1, $0.35
per contract in Select Symbols and $0.71 per contract in Non-Select
Symbols for Tier 2, $0.40 per contract in Select Symbols and $0.78 per
contract in Non-Select Symbols for Tier 3, $0.43 per contract in Select
Symbols and $0.80 per contract in Non-Select Symbols for Tier 4, $0.45
per contract in Select Symbols and $0.82 per contract in Non-Select
Symbols for Tier 5, and $0.46 per contract in Select Symbols and $0.83
per contract in Non-Select Symbols for Tier 6.\6\ The Exchange now
proposes to increase these rebates by $0.01 per contract for members
that achieve Tiers 3, 4, 5, and 6. As proposed, the Priority Customer
complex order rebate in Select Symbols will be increased to $0.41 per
contract for Tier 3, $0.44 per contract for Tier 4, $0.46 per contract
for Tier 5, and $0.47 per contact for Tier 6. For Non-Select Symbols
the rebate will be increased to $0.79 per contract for Tier 3, $0.81
per contract for Tier 4, $0.83 per contract for Tier 5, and $0.84 per
contract for Tier 6. Other rebate amounts will remain unchanged from
their current levels.
---------------------------------------------------------------------------
\3\ A ``Priority Customer'' is a person or entity that is to a
broker/dealer in securities, and does not place more than 390 orders
in listed options per day on a average during a calendar month for
its own beneficial account(s), as defined in Rule 100(a)(37A).
\4\ ``Select Symbols'' are options overlying all symbols listed
on the ISE that are in the Penny Pilot Program.
\5\ ``Non-Select Symbols'' are options overlying all symbols
excluding Select Symbols.
\6\ These rebates are provided per contract per leg if the order
trades with non-Priority Customer orders in the complex order book,
or trades with quotes and orders on the regular order book.
---------------------------------------------------------------------------
In addition, the Exchange charges complex order taker fees and an
equivalent maker fee that applies specifically when trading against
Priority Customer orders. In Select Symbols these fees are $0.46 per
contract for Market Maker \7\ orders (or $0.43 per contract for Market
Makers with total affiliated Priority Customer Complex ADV of 150,000
or more contracts),\8\ and $0.47 per contract for Non-ISE Market
Maker,\9\ Firm Proprietary \10\/Broker-Dealer,\11\ and Professional
Customer \12\ orders. In Non-Select Symbols these fees are $0.85 per
contract for Market Maker orders,\13\ and $0.87 per contract for Non-
ISE Market Maker, Firm Proprietary/Broker-Dealer, and Professional
Customer orders. The Exchange now proposes to increase these fees by
$0.01 per contract. As proposed, the taker fee and equivalent maker fee
for trading against Priority Customer orders in Select Symbols will be
increased to $0.47 per contract for Market Maker orders (or $0.44 per
contract for Market Makers with total affiliated Priority Customer
Complex ADV of 150,000 or more contracts), and $0.48 per contract for
Non-ISE Market Maker, Firm Proprietary/Broker-Dealer, and Professional
Customer orders. In Non-Select Symbols the fee will be increased to
$0.86 per contract for Market Maker orders, and $0.88 per contract for
Non-ISE Market Maker, Firm Proprietary/Broker-Dealer, and Professional
Customer orders. Preferenced Market Makers will continue to receive the
applicable discount of $0.02 per contract when trading against Priority
Customer order preferenced to them in the complex order book.\14\
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\7\ The term ``Market Makers'' refers to ``Competitive Market
Makers'' and ``Primary Market Makers'' collectively. See Rule
100(a)(25).
\8\ ISE Market Makers or making or taking liquidity receive a
discount of $0.02 when trading against Priority Customer orders
preferenced to them in the complex order book in equity options that
are able to be listed and traded on more than one options exchange.
This discount does not apply to FX Options Symbols or to option
classes designated by the Exchange to receive a guaranteed
allocation pursuant to ISE Rule 722(b)(3)(i)(B).
\9\ A ``Non-ISE Market Maker'' is a market maker as defined in
Section 3(a)(38) of the Securities Exchange Act of 1934, as amended,
registered in the same options class on another options exchange.
\10\ A ``Firm Proprietary'' order is an order submitted by a
member for its own proprietary account.
\11\ A ``Broker-Dealer'' order is an order submitted by a member
for a broker-dealer account that is not its own proprietary account.
\12\ A ``Professional Customer'' is a person or entity that is
not a broker/dealer and is not a Priority Customer.
\13\ ISE Market Makers making or taking liquidity receive a
discount of $0.02 when trading against Priority Customer orders
preferenced to them in the complex order book in equity options that
are able to be listed and traded on more than one options exchange.
This discount does not apply to FX Options Symbols or to option
classes designated by the Exchange to receive a guaranteed
allocation pursuant to ISE Rule 722(b)(3)(i)(B).
\14\ See notes 6 [sic] and 11 [sic] supra.
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Finally, the Exchange charges a fee for responses to complex
crossing orders that is $0.47 per contract for Market Maker, Non-ISE
Market Maker, Firm Proprietary/Broker-Dealer, Professional Customer,
and Priority Customer orders in Select Symbols. In Non-Select Symbols
this response fee is $0.90 per contract for Market Maker orders, and
$0.95 per contract for Non-ISE Market Maker, Firm Proprietary/Broker-
Dealer, Professional Customer, and Priority Customer orders. The
Exchange now proposes to increase its complex order response fees by
$0.01 per contract. As proposed, the response fee in Select Symbols
will be increased to $0.48 per contract for all market participants,
and the response fee in Non-Select Symbols will be increased to $0.91
per contract for Market Maker orders, and $0.96 per contract for Non-
ISE Market Maker, Firm Proprietary/Broker-Dealer, Professional
Customer, and Priority Customer orders.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\15\ in general, and
Section 6(b)(4) of the Act,\16\ in particular, in that it is designed
to provide for the equitable allocation of reasonable dues, fees, and
other charges among its members and other persons using its facilities.
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\15\ 15 U.S.C. 78f.
\16\ 15 U.S.C. 78f(b)(4).
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The Exchange believes that it is reasonable and equitable to
increase the rebates provided to Priority Customer complex orders, as
these proposed rebates are designed to attract additional Priority
Customer complex order volume to the Exchange. The Exchange already
provides volume-based tiered rebates for Priority Customer complex
orders, and believes that increasing the rebates will incentivize
members to send additional order flow to the ISE in order to achieve
these rebates for their Priority Customer complex order volume,
creating additional liquidity to
[[Page 56519]]
the benefit of all members that trade complex orders on the Exchange.
The Exchange also believes that the corresponding increase to the
complex order taker fee and complex order maker fee for trading against
Priority Customer orders, as well as the fee for responses to complex
crossing orders, is reasonable and equitable as the proposed fees are
set at levels that the Exchange believes will continue to be attractive
to market participants that trade on ISE, and that are competitive with
fees charged by other options exchanges.
The Exchange notes that Priority Customer orders will continue to
receive complex order rebates,\17\ while other market participants will
continue to pay a fee. The Exchange does not believe that this is
unfairly discriminatory as a Priority Customer is by definition not a
broker or dealer in securities, and does not place more than 390 orders
in listed options per day on average during a calendar month for its
own beneficial account(s). This limitation does not apply to
participants whose behavior is substantially similar to that of market
professionals, including Professional Customers, who will generally
submit a higher number of orders (many of which do not result in
executions) than Priority Customers. The Exchange also notes that
Market Maker orders will continue to be eligible for lower fees than
other non-Priority Customer orders. The Exchange does not believe that
it is unfairly discriminatory provide lower fees to Market Maker orders
as Market Makers are subject to additional requirements and obligations
(such as quoting requirements) that other market participants are not.
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\17\ With the exception of responses to complex crossing orders
where Priority Customers are charged a fee like other market
participants.
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B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\18\ the Exchange
does not believe that the proposed rule change will impose any burden
on intermarket or intramarket competition that is not necessary or
appropriate in furtherance of the purposes of the Act. The Exchange
believes that the proposed complex order fees and rebates remain
competitive with fees and rebates offered on other options exchanges.
The Exchange operates in a highly competitive market in which market
participants can readily direct their order flow to competing venues.
In such an environment, the Exchange must continually review, and
consider adjusting, its fees and rebates to remain competitive with
other exchanges. For the reasons described above, the Exchange believes
that the proposed fee changes reflect this competitive environment.
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\18\ 15 U.S.C. 78f(b)(8).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act \19\ and subparagraph (f)(2) of Rule 19b-4
thereunder,\20\ because it establishes a due, fee, or other charge
imposed by ISE.
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\19\ 15 U.S.C. 78s(b)(3)(A)(ii).
\20\ 17 CFR 240.19b-4(f)(2).
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At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-ISE-2015-27 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-ISE-2015-27. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of 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-ISE-2015-27, and should be
submitted on or before October 9, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
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\21\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2015-23398 Filed 9-17-15; 8:45 am]
BILLING CODE 8011-01-P