Self-Regulatory Organizations; New York Stock Exchange LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Supplementary Material .20 to Rule 103 To Permit Member Organizations That Operate as Designated Market Maker Units on the Exchange and Also Operate DMM Units on the NYSE MKT LLC To Make an Adjustment to Excess Net Capital, 58318-58321 [2015-24517]
Download as PDF
58318
Federal Register / Vol. 80, No. 187 / Monday, September 28, 2015 / Notices
disabilities where appropriate. If you
need a reasonable accommodation to
participate in these public meetings, or
need this meeting notice or the
transcript or other information from the
public meetings in another format (e.g.
braille, large print), please notify
Kimberly Meyer, NRC Disability
Program Manager, at 301–287–0727, by
videophone at 240–428–3217, or by
email at Kimberly.MeyerChambers@nrc.gov. Determinations on
requests for reasonable accommodation
will be made on a case-by-case basis.
Members of the public may request to
receive this information electronically.
If you would like to be added to the
distribution, please contact the Nuclear
Regulatory Commission, Office of the
Secretary, Washington, DC 20555 (301–
415–1969), or email
Brenda.Akstulewicz@nrc.gov or
Patricia.Jimenez@nrc.gov.
Dated: September 23, 2015.
Glenn Ellmers,
Policy Coordinator, Office of the Secretary.
Summary Form Under Review
[FR Doc. 2015–24612 Filed 9–24–15; 11:15 am]
BILLING CODE 7590–01–P
OVERSEAS PRIVATE INVESTMENT
CORPORATION
[OPIC–257, OMB No. XXX]
Submission for OMB Review;
comments request
Overseas Private Investment
Corporation (OPIC).
ACTION: Notice and request for
comments.
AGENCY:
Under the provisions of the
Paperwork Reduction Act (44 U.S.C.
chapter 35), agencies are required to
publish a Notice in the Federal Register
notifying the public that the agency is
submitting an existing collection in use
without an OMB control number for
OMB review and approval, and requests
public review and comment on the
submission. OPIC received no
comments in response to the sixty (60)
day notice. The purpose of this notice
is to allow an additional thirty (30) days
for public comments to be submitted.
Comments are being solicited on the
need for the information; the accuracy
of OPIC’s burden estimate; the quality,
practical utility, and clarity of the
information to be collected; and ways to
minimize reporting the burden,
including automated collected
techniques and uses of other forms of
technology.
DATES: Comments must be received
within thirty (30) calendar days of
publication of this Notice.
tkelley on DSK3SPTVN1PROD with NOTICES
SUMMARY:
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Mail all comments and
requests for copies of the subject form
to OPIC’s Agency Submitting Officer:
James Bobbitt, Overseas Private
Investment Corporation, 1100 New York
Avenue NW., Washington, DC 20527.
See SUPPLEMENTARY INFORMATION for
other information about filing.
FOR FURTHER INFORMATION CONTACT:
OPIC Agency Submitting Officer: James
Bobbitt, (202)336–8558.
SUPPLEMENTARY INFORMATION: OPIC
received no comments in response to
the sixty (60) day notice published in
Federal Register volume 80 FR 43479
on July 22, 2015. All mailed comments
and requests for copies of the subject
form should include form number
OPIC–257 on both the envelope and in
the subject line of the letter. Electronic
comments and requests for copies of the
subject form may be sent to
James.Bobbitt@opic.gov, subject line
OPIC–257.
ADDRESSES:
Type of Request: Approval for existing
collection in use without an OMB
control number.
Title: Enterprise Development
Network Project Information
Questionnaire.
Form Number: OPIC–257.
Frequency of Use: Once per applicant
per project. The form is used to generate
online sales leads. It is completed by the
applicant and the information collected
is routed to OPIC-affiliated Loan
Originators. Applicants may make
multiple submissions of the same
project information, but the
overwhelming majority submit once per
applicant per project.
Type of Respondents: Business or
other institutions; individuals.
Standard Industrial Classification
Codes: All.
Description of Affected Public:
Companies or citizens investing
overseas.
Reporting Hours: 16 hours (5 minutes
per form).
Number of Responses: 192 per year.
Federal Cost: $0. Automated leads are
generated and sent to OPIC Affiliates for
review, prequalification and action.
Authority for Information Collection:
Sections 231; 234(b); and 234(c) of the
Foreign Assistance Act of 1961, as
amended.
Abstract (Needs and Uses): The
Project Information Questionnaire is the
principal document used by OPIC’s
Enterprise Development Network (EDN)
to collect project and contact
information. These leads are routed to a
network of approved Loan Originators.
After review, Loan Originators can
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contact the project sponsors and offer
assistance in the preparation and
submission of OPIC loan applications.
Dated: September 22, 2015.
Nichole Skoyles,
Administrative Counsel, Department of Legal
Affairs.
[FR Doc. 2015–24512 Filed 9–25–15; 8:45 am]
BILLING CODE 3210–01P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75966; File No. SR–NYSE–
2015–39]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending
Supplementary Material .20 to Rule 103
To Permit Member Organizations That
Operate as Designated Market Maker
Units on the Exchange and Also
Operate DMM Units on the NYSE MKT
LLC To Make an Adjustment to Excess
Net Capital
September 22, 2015.
Pursuant to section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 8, 2015, New York Stock
Exchange LLC (‘‘NYSE’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III, below, which Items
have been substantially prepared by the
Exchange. 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
Supplementary Material .20 to Rule 103
(‘‘NYSE Rule 103.20’’), to permit
member organizations that operate as
Designated Market Maker (‘‘DMM’’)
units on the Exchange and also operate
DMM units on the NYSE MKT LLC
(‘‘NYSE MKT’’) to make an adjustment
to Excess Net Capital. 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.
1 See
2 See
E:\FR\FM\28SEN1.SGM
15 U.S.C. 78s(b)(1).
17 CFR 240.19b–4.
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A., B., and C. below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
NYSE Rule 103.20, which sets forth the
net liquid assets requirements for a
member organization that operates as
DMM a [sic] unit on the Exchange,3 to
permit such DMM unit to make an
adjustment to Excess Net Capital when
calculating Net Liquid Assets if it also
operates as a DMM unit on NYSE MKT.
The proposed adjustment would permit
a DMM unit to add back to its Excess
Net Capital the lesser of (1) the actual
haircuts under Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
[sic] Rule 15c3–1 (the ‘‘SEC Net Capital
Rule’’) 4 on its NYSE MKT DMM dealer
positions, or (2) the NYSE MKT DMM
tentative net capital requirement
calculated according to NYSE MKT Rule
103.20—Equities (‘‘NYSE MKT Rule
103.20’’).
Background and Proposed Rule Change
NYSE Rule 103.20 sets forth a Net
Liquid Assets requirement for DMM
units that exceed [sic] the SEC Net
Capital Rule minimum net capital
requirement applicable to marketmaking activities. The purpose of the
Exchange’s requirement is to reasonably
assure that each DMM unit maintains
sufficient liquidity to carry out its
obligation to maintain a fair and orderly
market in its assigned securities in times
of market stress.
Rule 103.20(a) defines ‘‘Net Liquid
Assets’’ as the sum of (A) ‘‘Excess Net
tkelley on DSK3SPTVN1PROD with NOTICES
3 Pursuant
to Rule 2(j), a DMM unit is defined as
a member organization or unit within a member
organization that has been approved to act as a
DMM unit under Rule 98. Pursuant to Rule 2(i), a
DMM is defined as an individual member, officer,
partner, employee or associated person of a DMM
unit who is approved by the Exchange to act in the
capacity of a DMM. All references to rules herein
are to NYSE rules, unless otherwise noted.
4 17 CFR 240.15c3–1.
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Capital’’ and (B) ‘‘Liquidity’’ dedicated
to the DMM unit. Excess Net Capital has
the same meaning as the term excess net
capital as computed in accordance with
the SEC Net Capital Rule, which means
the amount identified as item number
3770 of SEC Form X–17A–5 (‘‘FOCUS
Report’’), except for DMM units that
compute net capital under the
alternative standard, for which it would
mean item number 3910 of the FOCUS
Report. Liquidity is defined as undrawn
or actual borrowings that are dedicated
to the DMM unit’s business, as specified
in Rule 103.20(a)(3)(A)–(C). Rule 103.20
requires that aggregate Net Liquid
Assets of all DMM units equal at least
$125 million and that each DMM unit
maintain or have allocated to it Net
Liquid Assets that are the greater of (1)
$1 million, or (2) $125,000 for each onetenth of one percent (0.1%) of Exchange
transaction dollar volume 5 in its
registered securities.
Pursuant to NYSE MKT Rule 103.20,
DMM units on NYSE MKT are required
to calculate their NYSE MKT tentative
net capital (‘‘TNC’’) requirement based
on the greater of (i) $1,000,000 or (ii) the
haircut charges on a theoretical position
of 60 trading units of each assigned
NYSE MKT DMM security and 20
trading units of each assigned Unlisted
Trading Privileges DMM security. For
NYSE MKT DMM units that also operate
as DMMs on the NYSE, the haircuts on
NYSE MKT DMM positions as
computed pursuant to the SEC Net
Capital Rule are deducted in computing
Net Liquid Assets under NYSE Rule
103.20. DMM units operating on NYSE
and NYSE MKT therefore incorporate
the market risk charges (i.e., haircuts) on
the NYSE MKT positions twice: First,
because the NYSE and NYSE MKT
DMM capital requirements are
cumulative,6 Excess Net Capital
available to meet the requirement of
NYSE Rule 103.20 must be reduced by
the amount of capital needed to satisfy
the NYSE MKT Rule 103.20 requirement
and, second, in computing Net Liquid
Assets under NYSE Rule 103.20, the
determination of Excess Net Capital
incorporates several adjustments, such
as a reduction for haircuts on
proprietary positions, including NYSE
MKT DMM positions.
5 The term ‘‘Exchange transaction dollar volume’’
means the most recent Statistical Data, calculated
and provided by the NYSE on a monthly basis.
6 NYSE Rule 103.20(b)(2) requires that Excess Net
Capital be ‘‘dedicated exclusively to the DMM
unit’s activities and shall not be used by other
business units.’’ Accordingly, the portion of Excess
Net Capital used to meet the DMM’s NYSE Rule
103.20 requirement cannot include the capital
which is being used to meet the firm’s NYSE MKT
DMM requirement.
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58319
The Exchange accordingly proposes to
add a new section (6) to NYSE Rule
103.20(b), which sets forth the
minimum Net Liquid Assets
requirement,7 to permit a DMM unit
operating on both the NYSE and NYSE
MKT to avoid duplicative reductions to
Excess Net Capital by adding back the
lesser of actual SEC Net Capital Rule
haircuts on the firm’s NYSE MKT DMM
positions or the NYSE MKT DMM TNC
requirement calculated pursuant to
NYSE MKT Rule 103.20. The proposed
adjustment would permit a DMM unit
operating on both marketplaces to have
Excess Net Capital reduced once for
NYSE MKT DMM haircuts under NYSE
Rule 103.20, thereby adjusting the DMM
unit’s capital available to meet its Net
Liquid Assets requirement. The
Exchange believes that this change
would result in a more efficient
utilization of capital by DMM units who
operate on both exchanges.
The Exchange believes that the
proposed change would not diminish
the current levels of capital maintained
by DMM units operating on both
markets. The Exchange notes that it
would continue to assess DMM unit
financial requirements and that the
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’), [sic] on
behalf of the Exchange, would continue
to monitor DMM unit compliance with
NYSE Rule 103.20.
The Exchange proposes to notify
DMM units of the implementation date
of this rule change via a Member
Education Bulletin.
The proposed change is not otherwise
intended to address any other issues
and the Exchange is not aware of any
problems that DMM units would have
in complying with the proposed change.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
section 6(b) of the Act,8 in general, and
furthers the objectives of section 6(b)(5)
of the Act,9 in particular, because it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
regulating, clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to, and perfect the
mechanisms of, a free and open market
and a national market system and, in
7 The Exchange also proposes to add a reference
to the proposed adjustment in NYSE Rule
103.20(a)(1)(A), which defines the term ‘‘Net Liquid
Assets.’’
8 15 U.S.C. 78f(b).
9 15 U.S.C. 78f(b)(5).
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Federal Register / Vol. 80, No. 187 / Monday, September 28, 2015 / Notices
tkelley on DSK3SPTVN1PROD with NOTICES
general, to protect investors and the
public interest and because it is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Exchange believes that the
proposed change would remove
impediments to, and perfect the
mechanisms of, a free and open market
and a national market system by
reducing the financial burden on DMM
units operating on both the Exchange
and NYSE MKT by eliminating the
requirement to apply duplicative NYSE
MKT DMM dealer haircuts. The
Exchange believes that permitting DMM
units operating on both marketplaces to
take an adjustment would prevent those
units from taking NYSE MKT DMM
positions into consideration twice as
part of the Excess Net Capital
calculation under NYSE Rule 103.20,
thereby potentially lowering the DMM
units’ Excess Net Capital available to
meet their Net Liquid Assets
requirements. The Exchange believes
that the proposed rule would continue
to assure that DMM units have sufficient
liquidity to carry out their obligations to
maintain an orderly market in their
assigned securities in times of market
stress.
The Exchange further believes that the
proposed change would protect
investors and the public interest by
reducing existing barriers to entry for
new DMM units and mitigating the
potential loss of existing DMM units.
Stabilizing and increasing the pool of
DMM units with a more efficient
financial structure would be beneficial
to the Exchange and would also
enhance market quality and thereby
support investor protection and public
interest goals.
Finally, the Exchange believes that it
is subject to significant competitive
forces, as described below in the
Exchange’s statement regarding the
burden on competition.
For the foregoing reasons, the
Exchange believes that the proposal is
consistent with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
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. The
proposed change is designed to permit
DMM units operating on the Exchange
and NYSE MKT to make an adjustment
to Excess Net Capital to add back
haircuts on NYSE MKT DMM positions
and avoid taking these haircuts into
consideration twice, but would not
affect the overall level thereof. This
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17:19 Sep 25, 2015
Jkt 235001
proposed change would eliminate a
potential barrier to entry for new DMM
units interested in operating on both
markets, thereby promoting
competition.
The Exchange notes that market
makers and traders on other U.S. equity
exchanges are not subject to net capital
requirements beyond those required by
the SEC Net Capital Rule. Nonetheless,
DMM units have unique affirmative
obligations and the Exchange continues
to believe that it is appropriate that their
financial requirements be higher than
other market participants. The proposal
would support competition by making
DMM unit financial requirements more
manageable for member organizations,
including both existing and potential
future DMM units, and would thereby
promote greater interest in seeking
DMM unit appointments on the
Exchange. Finally, 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 the services it offers and the
requirements it imposes to remain
competitive with other U.S. equity
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 Exchange has filed the proposed
rule change pursuant to section
19(b)(3)(A)(iii) of the Act 10 and Rule
19b–4(f)(6) thereunder.11 Because the
proposed rule change does not: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) become operative
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 12 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b4(f)(6)(iii),13 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest.
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
under section 19(b)(2)(B)14 of the Act to
determine whether the proposed rule
change 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–
NYSE–2015–39 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–NYSE–2015–39. 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
12 17
10 15
U.S.C. 78s(b)(3)(A)(iii).
11 17 CFR 240.19b–4(f)(6).
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Fmt 4703
Sfmt 4703
CFR 240.19b–4(f)(6).
CFR 240.19b–4(f)(6)(iii).
14 15 U.S.C. 78s(b)(2)(B).
13 17
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Federal Register / Vol. 80, No. 187 / Monday, September 28, 2015 / Notices
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly.
All submissions should refer to File
Number SR–NYSE–2015–39 and should
be submitted on or before October 19,
2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–24517 Filed 9–25–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75959; File No. SR–ISE
Gemini–2015–16]
Self-Regulatory Organizations; ISE
Gemini, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend the Schedule
of Fees
September 22, 2015.
tkelley on DSK3SPTVN1PROD with NOTICES
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 11, 2015, ISE Gemini, LLC
(the ‘‘Exchange’’ or ‘‘ISE Gemini’’) 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
ISE Gemini proposes to amend the
Schedule of Fees as described in more
detail below. The text of the proposed
15 See
17 CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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17:19 Sep 25, 2015
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58321
rule change is available on the
Exchange’s Internet Web site at https://
www.ise.com, at the principal office of
the Exchange, and at the Commission’s
Public Reference Room.
now proposes to increase its Taker Fees
and Fees for Responses to Crossing
Orders to $0.89 per contract for all nonPriority Customer orders executed in
Non-Penny Symbols.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
self-regulatory organization has
prepared summaries, set forth in
Sections A, B and C below, of the most
significant aspects of such statements.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,10
in general, and Section 6(b)(4) of the
Act,11 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 fees
for non-Priority Customer orders in
Non-Penny Symbols as the proposed
Taker Fee is marginally higher than
ISE’s current fees and is set at a level
ISE believes will remain attractive to its
members. Further, the proposed Taker
Fee is within the range of fees charged
by other options exchanges, including,
for example, the Nasdaq Options Market
(‘‘NOM’’), which charges a fee of $0.94
per contract for Non-Priority Customer
orders in Non-Penny Pilot Symbols.12
Similarly, the proposed Fee for
Responses to Crossing Orders in NonPenny Symbols is being increased
slightly and is appropriate to attract
price improvement for Crossing Orders
submitted to ISE. Further, the proposed
Fee for Responses to Crossing Orders in
Non-Penny Symbols is within the range
of fees charged by other options
exchanges, including, for example, BOX
Options Exchange (‘‘BOX’’), which
charges up to $1.22 per contract for noncustomer responses in Non-Penny Pilot
Symbols.13 In addition, while the
Exchange is increasing the fee spread
between non-Priority Customer and
Priority Customer 14 orders, the
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend its
Schedule of Fees to increase Taker Fees
and Fees for Responses to Crossing
Orders 3 (excluding PIM orders) for
Market Maker,4 Non-ISE Gemini Market
Maker,5 Firm Proprietary 6/BrokerDealer,7 and Professional Customer 8
(collectively, ‘‘non-Priority Customer’’)
orders in Non-Penny Symbols.9 In NonPenny Symbols, the current Taker Fee
for Market Maker orders is $0.86 per
contract, and the current Taker Fee for
Non-ISE Gemini Market Maker, Firm
Proprietary/Broker Dealer, and
Professional Customer orders is $0.87
per contract. Additionally, ISE Gemini
charges Fees for Responses to Crossing
Orders that are equivalent to the Taker
Fees described above. The Exchange
3 ‘‘Responses to Crossing Orders’’ are any contraside interest (i.e., orders & quotes) submitted after
the commencement of an auction in the Exchange’s
Facilitation Mechanism, Solicited Order
Mechanism, Block Order Mechanism or Price
Improvement Mechanism (‘‘PIM’’).
4 The term Market Maker refers to ‘‘Competitive
Market Makers’’ and ‘‘Primary Market Makers’’
collectively. See Rule 100(a)(25).
5 A ‘‘Non-ISE Gemini 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.
6 A ‘‘Firm Proprietary’’ order is an order
submitted by a member for its own proprietary
account.
7 A ‘‘Broker-Dealer’’ order is an order submitted
by a member for a broker-dealer account that is not
its own proprietary account.
8 A ‘‘Professional Customer’’ is a person or entity
that is not a broker/dealer and is not a Priority
Customer.
9 ‘‘Non-Penny Symbols’’ are options overlying all
symbols excluding Penny Symbols.
PO 00000
Frm 00091
Fmt 4703
Sfmt 4703
10 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
12 See NOM Fee Schedule, Chapter XV Options
Pricing, Sec. 2. NASDAQ Options Market—Fees
and Rebates.
13 The fees charged by BOX to non-customers for
Responses in the Solicitation of Facilitation
Auction Mechanisms range from $0.20 to $0.27. See
BOX Fee Schedule, Section I. Exchange Fees, C.
Facilitation and Solicitation Transactions.
According to the Fee Schedule, ‘‘Responses to
Facilitation and Solicitation Orders executed in
these mechanisms shall be charged the ‘add’ fee.’’
Id. at Section II. Liquidity Fees and Credits, B.
Facilitation and Solicitation Transactions, second
bullet. The Fee for Adding Liquidity in Non-Penny
Pilot Classes for all account types is $0.95. Id. at
Section II. Liquidity Fees and Credits, B.
Facilitation and Solicitation Transactions. Thus,
BOX’s fees range from $1.15 to $1.22 per contract.
14 In contrast to the proposed Taker Fee and Fee
for Responses to Crossing Orders of $0.89, Priority
Customer orders that remove liquidity on ISE
Gemini are charged a lower Taker Fee of $0.82 for
11 15
E:\FR\FM\28SEN1.SGM
Continued
28SEN1
Agencies
[Federal Register Volume 80, Number 187 (Monday, September 28, 2015)]
[Notices]
[Pages 58318-58321]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-24517]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75966; File No. SR-NYSE-2015-39]
Self-Regulatory Organizations; New York Stock Exchange LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Amending Supplementary Material .20 to Rule 103 To Permit Member
Organizations That Operate as Designated Market Maker Units on the
Exchange and Also Operate DMM Units on the NYSE MKT LLC To Make an
Adjustment to Excess Net Capital
September 22, 2015.
Pursuant to section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on September 8, 2015, New York Stock Exchange LLC (``NYSE'' or
``Exchange'') filed with the Securities and Exchange Commission
(``SEC'' or ``Commission'') the proposed rule change as described in
Items I, II, and III, below, which Items have been substantially
prepared by the Exchange. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
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\1\ See 15 U.S.C. 78s(b)(1).
\2\ See 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Supplementary Material .20 to Rule
103 (``NYSE Rule 103.20''), to permit member organizations that operate
as Designated Market Maker (``DMM'') units on the Exchange and also
operate DMM units on the NYSE MKT LLC (``NYSE MKT'') to make an
adjustment to Excess Net Capital. 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.
[[Page 58319]]
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A., B., and C. below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend NYSE Rule 103.20, which sets forth
the net liquid assets requirements for a member organization that
operates as DMM a [sic] unit on the Exchange,\3\ to permit such DMM
unit to make an adjustment to Excess Net Capital when calculating Net
Liquid Assets if it also operates as a DMM unit on NYSE MKT. The
proposed adjustment would permit a DMM unit to add back to its Excess
Net Capital the lesser of (1) the actual haircuts under Securities and
Exchange Commission (``SEC'' or ``Commission'') [sic] Rule 15c3-1 (the
``SEC Net Capital Rule'') \4\ on its NYSE MKT DMM dealer positions, or
(2) the NYSE MKT DMM tentative net capital requirement calculated
according to NYSE MKT Rule 103.20--Equities (``NYSE MKT Rule 103.20'').
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\3\ Pursuant to Rule 2(j), a DMM unit is defined as a member
organization or unit within a member organization that has been
approved to act as a DMM unit under Rule 98. Pursuant to Rule 2(i),
a DMM is defined as an individual member, officer, partner, employee
or associated person of a DMM unit who is approved by the Exchange
to act in the capacity of a DMM. All references to rules herein are
to NYSE rules, unless otherwise noted.
\4\ 17 CFR 240.15c3-1.
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Background and Proposed Rule Change
NYSE Rule 103.20 sets forth a Net Liquid Assets requirement for DMM
units that exceed [sic] the SEC Net Capital Rule minimum net capital
requirement applicable to market-making activities. The purpose of the
Exchange's requirement is to reasonably assure that each DMM unit
maintains sufficient liquidity to carry out its obligation to maintain
a fair and orderly market in its assigned securities in times of market
stress.
Rule 103.20(a) defines ``Net Liquid Assets'' as the sum of (A)
``Excess Net Capital'' and (B) ``Liquidity'' dedicated to the DMM unit.
Excess Net Capital has the same meaning as the term excess net capital
as computed in accordance with the SEC Net Capital Rule, which means
the amount identified as item number 3770 of SEC Form X-17A-5 (``FOCUS
Report''), except for DMM units that compute net capital under the
alternative standard, for which it would mean item number 3910 of the
FOCUS Report. Liquidity is defined as undrawn or actual borrowings that
are dedicated to the DMM unit's business, as specified in Rule
103.20(a)(3)(A)-(C). Rule 103.20 requires that aggregate Net Liquid
Assets of all DMM units equal at least $125 million and that each DMM
unit maintain or have allocated to it Net Liquid Assets that are the
greater of (1) $1 million, or (2) $125,000 for each one-tenth of one
percent (0.1%) of Exchange transaction dollar volume \5\ in its
registered securities.
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\5\ The term ``Exchange transaction dollar volume'' means the
most recent Statistical Data, calculated and provided by the NYSE on
a monthly basis.
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Pursuant to NYSE MKT Rule 103.20, DMM units on NYSE MKT are
required to calculate their NYSE MKT tentative net capital (``TNC'')
requirement based on the greater of (i) $1,000,000 or (ii) the haircut
charges on a theoretical position of 60 trading units of each assigned
NYSE MKT DMM security and 20 trading units of each assigned Unlisted
Trading Privileges DMM security. For NYSE MKT DMM units that also
operate as DMMs on the NYSE, the haircuts on NYSE MKT DMM positions as
computed pursuant to the SEC Net Capital Rule are deducted in computing
Net Liquid Assets under NYSE Rule 103.20. DMM units operating on NYSE
and NYSE MKT therefore incorporate the market risk charges (i.e.,
haircuts) on the NYSE MKT positions twice: First, because the NYSE and
NYSE MKT DMM capital requirements are cumulative,\6\ Excess Net Capital
available to meet the requirement of NYSE Rule 103.20 must be reduced
by the amount of capital needed to satisfy the NYSE MKT Rule 103.20
requirement and, second, in computing Net Liquid Assets under NYSE Rule
103.20, the determination of Excess Net Capital incorporates several
adjustments, such as a reduction for haircuts on proprietary positions,
including NYSE MKT DMM positions.
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\6\ NYSE Rule 103.20(b)(2) requires that Excess Net Capital be
``dedicated exclusively to the DMM unit's activities and shall not
be used by other business units.'' Accordingly, the portion of
Excess Net Capital used to meet the DMM's NYSE Rule 103.20
requirement cannot include the capital which is being used to meet
the firm's NYSE MKT DMM requirement.
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The Exchange accordingly proposes to add a new section (6) to NYSE
Rule 103.20(b), which sets forth the minimum Net Liquid Assets
requirement,\7\ to permit a DMM unit operating on both the NYSE and
NYSE MKT to avoid duplicative reductions to Excess Net Capital by
adding back the lesser of actual SEC Net Capital Rule haircuts on the
firm's NYSE MKT DMM positions or the NYSE MKT DMM TNC requirement
calculated pursuant to NYSE MKT Rule 103.20. The proposed adjustment
would permit a DMM unit operating on both marketplaces to have Excess
Net Capital reduced once for NYSE MKT DMM haircuts under NYSE Rule
103.20, thereby adjusting the DMM unit's capital available to meet its
Net Liquid Assets requirement. The Exchange believes that this change
would result in a more efficient utilization of capital by DMM units
who operate on both exchanges.
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\7\ The Exchange also proposes to add a reference to the
proposed adjustment in NYSE Rule 103.20(a)(1)(A), which defines the
term ``Net Liquid Assets.''
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The Exchange believes that the proposed change would not diminish
the current levels of capital maintained by DMM units operating on both
markets. The Exchange notes that it would continue to assess DMM unit
financial requirements and that the Financial Industry Regulatory
Authority, Inc. (``FINRA''), [sic] on behalf of the Exchange, would
continue to monitor DMM unit compliance with NYSE Rule 103.20.
The Exchange proposes to notify DMM units of the implementation
date of this rule change via a Member Education Bulletin.
The proposed change is not otherwise intended to address any other
issues and the Exchange is not aware of any problems that DMM units
would have in complying with the proposed change.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with section 6(b) of the Act,\8\ in general, and furthers the
objectives of section 6(b)(5) of the Act,\9\ in particular, because it
is designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, to remove impediments to, and
perfect the mechanisms of, a free and open market and a national market
system and, in
[[Page 58320]]
general, to protect investors and the public interest and because it is
not designed to permit unfair discrimination between customers,
issuers, brokers, or dealers.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that the proposed change would remove
impediments to, and perfect the mechanisms of, a free and open market
and a national market system by reducing the financial burden on DMM
units operating on both the Exchange and NYSE MKT by eliminating the
requirement to apply duplicative NYSE MKT DMM dealer haircuts. The
Exchange believes that permitting DMM units operating on both
marketplaces to take an adjustment would prevent those units from
taking NYSE MKT DMM positions into consideration twice as part of the
Excess Net Capital calculation under NYSE Rule 103.20, thereby
potentially lowering the DMM units' Excess Net Capital available to
meet their Net Liquid Assets requirements. The Exchange believes that
the proposed rule would continue to assure that DMM units have
sufficient liquidity to carry out their obligations to maintain an
orderly market in their assigned securities in times of market stress.
The Exchange further believes that the proposed change would
protect investors and the public interest by reducing existing barriers
to entry for new DMM units and mitigating the potential loss of
existing DMM units. Stabilizing and increasing the pool of DMM units
with a more efficient financial structure would be beneficial to the
Exchange and would also enhance market quality and thereby support
investor protection and public interest goals.
Finally, the Exchange believes that it is subject to significant
competitive forces, as described below in the Exchange's statement
regarding the burden on competition.
For the foregoing reasons, the Exchange believes that the proposal
is consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
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. The proposed change is
designed to permit DMM units operating on the Exchange and NYSE MKT to
make an adjustment to Excess Net Capital to add back haircuts on NYSE
MKT DMM positions and avoid taking these haircuts into consideration
twice, but would not affect the overall level thereof. This proposed
change would eliminate a potential barrier to entry for new DMM units
interested in operating on both markets, thereby promoting competition.
The Exchange notes that market makers and traders on other U.S.
equity exchanges are not subject to net capital requirements beyond
those required by the SEC Net Capital Rule. Nonetheless, DMM units have
unique affirmative obligations and the Exchange continues to believe
that it is appropriate that their financial requirements be higher than
other market participants. The proposal would support competition by
making DMM unit financial requirements more manageable for member
organizations, including both existing and potential future DMM units,
and would thereby promote greater interest in seeking DMM unit
appointments on the Exchange. Finally, 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 the services
it offers and the requirements it imposes to remain competitive with
other U.S. equity 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 Exchange has filed the proposed rule change pursuant to section
19(b)(3)(A)(iii) of the Act \10\ and Rule 19b-4(f)(6) thereunder.\11\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
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\10\ 15 U.S.C. 78s(b)(3)(A)(iii).
\11\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) \12\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b4(f)(6)(iii),\13\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest.
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\12\ 17 CFR 240.19b-4(f)(6).
\13\ 17 CFR 240.19b-4(f)(6)(iii).
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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 under
section 19(b)(2)(B)\14\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\14\ 15 U.S.C. 78s(b)(2)(B).
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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-NYSE-2015-39 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-NYSE-2015-39. 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
[[Page 58321]]
Commission and any person, other than those that may be withheld from
the public in accordance with the provisions of 5 U.S.C. 552, will be
available for Web site viewing and printing in the Commission's Public
Reference Room, 100 F Street NE., Washington, DC 20549, on official
business days between the hours of 10:00 a.m. and 3:00 p.m. Copies of
the filing also will be available for inspection and copying at the
principal office of the Exchange. All comments received will be posted
without change; the Commission does not edit personal identifying
information from submissions. You should submit only information that
you wish to make available publicly.
All submissions should refer to File Number SR-NYSE-2015-39 and
should be submitted on or before October 19, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\15\
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\15\ See 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-24517 Filed 9-25-15; 8:45 am]
BILLING CODE 8011-01-P