Joint Industry Plan; Order Approving Amendment No. 2 to the National Market System Plan Governing the Process of Selecting a Plan Processor and Developing a Plan for the Consolidated Audit Trail by BATS Exchange, Inc., BATS-Y Exchange, Inc., BOX Options Exchange LLC, C2 Options Exchange, Incorporated, Chicago Board Options Exchange, Incorporated, Chicago Stock Exchange, Inc., EDGA Exchange, Inc., EDGX Exchange, Inc., Financial Industry Regulatory Authority, Inc., International Securities Exchange, LLC, ISE Gemini, LLC, Miami International Securities Exchange LLC, NASDAQ OMX BX, Inc., NASDAQ OMX PHLX LLC, The NASDAQ Stock Market LLC, National Stock Exchange, Inc., New York Stock Exchange LLC, NYSE MKT LLC, and NYSE Arca, Inc., 58796-58797 [2015-24717]
Download as PDF
58796
Federal Register / Vol. 80, No. 189 / Wednesday, September 30, 2015 / Notices
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 on official
business days between 10 a.m. and 3
p.m. 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–2015–79 and
should be submitted on or before
October 21, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–24715 Filed 9–29–15; 8:45 am]
mstockstill on DSK4VPTVN1PROD with NOTICES
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75980; File No. 4–668]
Joint Industry Plan; Order Approving
Amendment No. 2 to the National
Market System Plan Governing the
Process of Selecting a Plan Processor
and Developing a Plan for the
Consolidated Audit Trail by BATS
Exchange, Inc., BATS–Y Exchange,
Inc., BOX Options Exchange LLC, C2
Options Exchange, Incorporated,
Chicago Board Options Exchange,
Incorporated, Chicago Stock
Exchange, Inc., EDGA Exchange, Inc.,
EDGX Exchange, Inc., Financial
Industry Regulatory Authority, Inc.,
International Securities Exchange,
LLC, ISE Gemini, LLC, Miami
International Securities Exchange LLC,
NASDAQ OMX BX, Inc., NASDAQ OMX
PHLX LLC, The NASDAQ Stock Market
LLC, National Stock Exchange, Inc.,
New York Stock Exchange LLC, NYSE
MKT LLC, and NYSE Arca, Inc.
September 24, 2015.
I. Introduction
On March 6, 2015, BATS Exchange,
Inc., BATS–Y Exchange, Inc., BOX
Options Exchange LLC, C2 Options
Exchange, Incorporated, Chicago Board
Options Exchange, Incorporated,
Chicago Stock Exchange, Inc., EDGA
Exchange, Inc., EDGX Exchange, Inc.,
Financial Industry Regulatory
Authority, Inc., International Securities
Exchange, LLC, ISE Gemini, LLC, Miami
International Securities Exchange LLC,
NASDAQ OMX BX, Inc., NASDAQ
OMX PHLX LLC, The NASDAQ Stock
Market LLC, National Stock Exchange,
Inc., New York Stock Exchange LLC,
NYSE MKT LLC, and NYSE Arca, Inc.
(collectively, ‘‘SROs’’ or ‘‘Participants’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’ or ‘‘SEC’’)
pursuant to Section 11A of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 608 thereunder,2 an
amendment (‘‘Amendment No. 2’’) to
the National Market System (‘‘NMS’’)
Plan Governing the Process of Selecting
a Plan Processor and Developing a Plan
for the Consolidated Audit Trail
(‘‘Selection Plan’’).3 Amendment No. 2
was published for comment in the
1 15
U.S.C. 78k–1.
CFR 242.608.
3 The Selection Plan is an NMS Plan approved by
the Commission pursuant to Section 11A of the Act
and Rule 608 thereunder. See Securities Exchange
Act Release No. 71596 (Feb. 21, 2014), 79 FR 11152
(Feb. 27, 2014) (‘‘Order Approving Selection Plan’’);
see also Securities Exchange Act Release No. 70892
(Nov. 15, 2013), 78 FR 69910 (Nov. 21, 2013)
(‘‘Notice of Selection Plan’’).
2 17
14 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
18:27 Sep 29, 2015
Jkt 235001
PO 00000
Frm 00095
Fmt 4703
Sfmt 4703
Federal Register on June 23, 2015.4 The
Commission received no comment
letters on this proposal. This Order
approves Amendment No. 2 to the
Selection Plan.
II. Background and Description of the
Proposal
A. Background
The Commission adopted Rule 613 on
July 11, 2012, to require the SROs to
jointly submit an NMS plan to create,
implement, and maintain a consolidated
audit trail (‘‘CAT NMS Plan’’).5 In
response, the SROs engaged in a request
for proposal (‘‘RFP’’) process to help
them develop an NMS Plan proposal
and solicit bids (‘‘Bids’’) for the role of
Plan Processor 6 to build, operate,
administer, and maintain the
consolidated audit trail. The Selection
Plan, which was approved by the
Commission on February 21, 2014, sets
forth the process by which the
Participants will review, evaluate, and
narrow down the Bids submitted in
response to the RFP to ‘‘Shortlisted
Bids,’’ and ultimately select the Plan
Processor following Commission
approval of the proposed CAT NMS
Plan.7 Amendment No.1 to the Selection
Plan, which the Commission approved
on June 17, 2015, among other things,
permits the SROs to vote to narrow the
set of Shortlisted Bids to an even shorter
list prior to Commission approval of the
proposed CAT NMS Plan.8 The
Selection Plan, as amended, provides
that the SROs’ Selection Committee will
vote to select the Plan Processor from
among the remaining bidders, using a
two-round voting process, within two
months of Commission approval of the
proposed CAT NMS Plan.9
B. Description of the Proposal
Amendment No. 1 included a
provision providing that no SRO shall
vote in the process narrowing the set of
Shortlisted Bidders if a Bid submitted
by the SRO or an Affiliate of the SRO
is a Shortlisted Bid or if the SRO or its
Affiliate is included as a material
subcontractor as part of a Bid (a
4 See Securities Exchange Act Release No. 75193
(June 17, 2015), 80 FR 36006 (June 23, 2015)
(‘‘Notice of Amendment No. 2’’).
5 Securities Exchange Act Release No. 67457 (July
18, 2012), 77 FR 45722 (Aug. 1, 2012).
6 Unless otherwise noted, capitalized terms are
used as defined in Rule 613, in the Selection Plan,
or in this Order.
7 See Order Approving Selection Plan, supra note
3.
8 See Securities Exchange Act Release No. 75192,
80 FR 36028 (June 23, 2015) (‘‘Order Approving
Amendment No. 1’’).
9 See Order Approving Selection Plan, supra note
3; Order Approving Amendment No. 1, supra note
8.
E:\FR\FM\30SEN1.SGM
30SEN1
Federal Register / Vol. 80, No. 189 / Wednesday, September 30, 2015 / Notices
‘‘Bidding Participant’’ 10).11 The same
recusal provision exists in the second—
but not the first—round of a two-round
voting process by the Selection
Committee 12 to select the Plan
Processor from among the Shortlisted
Bidders.13 The SROs state that they
included the recusal provision to
address potential conflicts of interest in
selecting the Plan Processor.
In Amendment No. 2, the SROs
propose to modify the Selection Plan to
require that an SRO that is a Bidding
Participant be recused from voting in
any round to select the Plan Processor
in which a Bid from or including such
Bidding Participant or its Affiliate is
being considered.14 Amendment No. 2
therefore would extend to the first
selection round the recusal requirement
that is currently only in place for the
second selection round and the vote, if
any, that narrows the list of Shortlisted
Bidders.
The SROs reiterate that the Selection
Plan balances the competing goals of
ensuring all SROs participate
meaningfully in the process of
developing the CAT NMS Plan and
mitigating potential conflicts of interest
related to the involvement of a bidding
SRO through information barriers and
the voting limitations.15 The SROs state
that, based on their experience with
these existing measures, the Selection
Plan adequately addresses the potential
conflicts of interest related to bidding
SROs.16 Nonetheless, the SROs explain
that requiring recusal in all rounds of
the selection process will further the
SROs’ goal of ensuring the fair and
impartial consideration and selection of
the CAT Plan Processor.17
III. Discussion
After careful review, the Commission
finds that Amendment No. 2 is
appropriate in the public interest, for
the protection of investors and the
mstockstill on DSK4VPTVN1PROD with NOTICES
10 The
Selection Plan defines ‘‘Bidding
Participant’’ as a Participant that: (1) Submits a Bid;
(2) is an Affiliate of an entity that submits a Bid;
or (3) is included, or is an Affiliate of an entity that
is included, as a Material Subcontractor as part of
a Bid. See Notice of Selection Plan, supra note 3,
Exhibit A, at 2.
11 See Order Approving Amendment No. 1, supra
note 8.
12 The Selection Committee is composed of one
senior officer from each Participant. See Section
V.A of the Selection Plan.
13 This two-round voting process would take
place after any further narrowing of the Shortlisted
Bids, if such narrowing were to occur pursuant to
Amendment No. 1. See Order Approving
Amendment No. 1, supra note 8, at 36029 & n.21.
14 Notice of Amendment No. 2, supra note 4, at
36007.
15 Id.
16 Id.
17 Id.
VerDate Sep<11>2014
18:27 Sep 29, 2015
Jkt 235001
maintenance of fair and orderly markets,
and to remove impediments to, and
perfect the mechanisms of, a national
market system. By extending the
aforementioned recusal requirement to
both selection rounds, Amendment No.
2 adds an additional procedural
safeguard that is designed to further the
fairness and impartiality of the Plan
Processor selection.
IV. Conclusion
For the reasons discussed above, the
Commission finds that Amendment No.
2 is appropriate in the public interest,
for the protection of investors and the
maintenance of fair and orderly markets,
and to remove impediments to, and
perfect the mechanisms of, a national
market system, or otherwise in
furtherance of the purposes of the Act.
It is therefore ordered, pursuant to
Section 11A of the Act,18 and the rules
thereunder, that Amendment No. 2 to
the Selection Plan be, and it hereby is,
approved.
By the Commission.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–24717 Filed 9–29–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–75979; File No. SR–
NYSEArca–2015–80]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Relating to a Change to
the Secondary Benchmark Index
Applicable to Shares of the PIMCO
Global Advantage® Inflation-Linked
Bond Active Exchange-Traded Fund
September 24, 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
September 11, 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 and II 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.
18 15
U.S.C. 78k–1.
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00096
Fmt 4703
58797
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to reflect a
change to the secondary benchmark
index applicable to shares of the PIMCO
Global Advantage® Inflation-Linked
Bond Active Exchange-Traded Fund.
The Fund is currently listed and traded
on the Exchange under NYSE Arca
Equities Rule 8.600. 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 Commission has approved a
proposed rule change relating to listing
and trading on the Exchange of shares
(‘‘Shares’’) of the PIMCO Global
Advantage® Inflation-Linked Bond
Active Exchange-Traded Fund (‘‘Fund’’)
under NYSE Arca Equities Rule 8.600,4
which governs the listing and trading of
Managed Fund Shares.5 The Shares are
4 See Securities Exchange Act Release No. 66381
(February 10, 2012), 77 FR 9281 (February 16, 2012)
(SR–NYSEArca–2012–09) (notice of filing of
proposed rule change relating to listing and trading
of Shares of the Fund on the Exchange) (‘‘Prior
Notice’’); Securities Exchange Act Release No.
66670 (March 28, 2012), 77 FR 20087 (April 3,
2012) (SR–NYSEArca–2012–09) (order approving
listing and trading of Shares of the Fund on the
Exchange) (‘‘Prior Order’’ and, together with the
Prior Notice, the ‘‘Prior Release’’).
5 A Managed Fund Share is a security that
represents an interest in an investment company
registered under the Investment Company Act of
1940 (15 U.S.C. 80a–1) (‘‘1940 Act’’) organized as
an open-end investment company or similar entity
that invests in a portfolio of securities selected by
its investment adviser consistent with its
investment objectives and policies. In contrast, an
open-end investment company that issues
Investment Company Units, listed and traded on
the Exchange under NYSE Arca Equities Rule
Continued
Sfmt 4703
E:\FR\FM\30SEN1.SGM
30SEN1
Agencies
[Federal Register Volume 80, Number 189 (Wednesday, September 30, 2015)]
[Notices]
[Pages 58796-58797]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-24717]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-75980; File No. 4-668]
Joint Industry Plan; Order Approving Amendment No. 2 to the
National Market System Plan Governing the Process of Selecting a Plan
Processor and Developing a Plan for the Consolidated Audit Trail by
BATS Exchange, Inc., BATS-Y Exchange, Inc., BOX Options Exchange LLC,
C2 Options Exchange, Incorporated, Chicago Board Options Exchange,
Incorporated, Chicago Stock Exchange, Inc., EDGA Exchange, Inc., EDGX
Exchange, Inc., Financial Industry Regulatory Authority, Inc.,
International Securities Exchange, LLC, ISE Gemini, LLC, Miami
International Securities Exchange LLC, NASDAQ OMX BX, Inc., NASDAQ OMX
PHLX LLC, The NASDAQ Stock Market LLC, National Stock Exchange, Inc.,
New York Stock Exchange LLC, NYSE MKT LLC, and NYSE Arca, Inc.
September 24, 2015.
I. Introduction
On March 6, 2015, BATS Exchange, Inc., BATS-Y Exchange, Inc., BOX
Options Exchange LLC, C2 Options Exchange, Incorporated, Chicago Board
Options Exchange, Incorporated, Chicago Stock Exchange, Inc., EDGA
Exchange, Inc., EDGX Exchange, Inc., Financial Industry Regulatory
Authority, Inc., International Securities Exchange, LLC, ISE Gemini,
LLC, Miami International Securities Exchange LLC, NASDAQ OMX BX, Inc.,
NASDAQ OMX PHLX LLC, The NASDAQ Stock Market LLC, National Stock
Exchange, Inc., New York Stock Exchange LLC, NYSE MKT LLC, and NYSE
Arca, Inc. (collectively, ``SROs'' or ``Participants'') filed with the
Securities and Exchange Commission (``Commission'' or ``SEC'') pursuant
to Section 11A of the Securities Exchange Act of 1934 (``Act''),\1\ and
Rule 608 thereunder,\2\ an amendment (``Amendment No. 2'') to the
National Market System (``NMS'') Plan Governing the Process of
Selecting a Plan Processor and Developing a Plan for the Consolidated
Audit Trail (``Selection Plan'').\3\ Amendment No. 2 was published for
comment in the Federal Register on June 23, 2015.\4\ The Commission
received no comment letters on this proposal. This Order approves
Amendment No. 2 to the Selection Plan.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78k-1.
\2\ 17 CFR 242.608.
\3\ The Selection Plan is an NMS Plan approved by the Commission
pursuant to Section 11A of the Act and Rule 608 thereunder. See
Securities Exchange Act Release No. 71596 (Feb. 21, 2014), 79 FR
11152 (Feb. 27, 2014) (``Order Approving Selection Plan''); see also
Securities Exchange Act Release No. 70892 (Nov. 15, 2013), 78 FR
69910 (Nov. 21, 2013) (``Notice of Selection Plan'').
\4\ See Securities Exchange Act Release No. 75193 (June 17,
2015), 80 FR 36006 (June 23, 2015) (``Notice of Amendment No. 2'').
---------------------------------------------------------------------------
II. Background and Description of the Proposal
A. Background
The Commission adopted Rule 613 on July 11, 2012, to require the
SROs to jointly submit an NMS plan to create, implement, and maintain a
consolidated audit trail (``CAT NMS Plan'').\5\ In response, the SROs
engaged in a request for proposal (``RFP'') process to help them
develop an NMS Plan proposal and solicit bids (``Bids'') for the role
of Plan Processor \6\ to build, operate, administer, and maintain the
consolidated audit trail. The Selection Plan, which was approved by the
Commission on February 21, 2014, sets forth the process by which the
Participants will review, evaluate, and narrow down the Bids submitted
in response to the RFP to ``Shortlisted Bids,'' and ultimately select
the Plan Processor following Commission approval of the proposed CAT
NMS Plan.\7\ Amendment No.1 to the Selection Plan, which the Commission
approved on June 17, 2015, among other things, permits the SROs to vote
to narrow the set of Shortlisted Bids to an even shorter list prior to
Commission approval of the proposed CAT NMS Plan.\8\ The Selection
Plan, as amended, provides that the SROs' Selection Committee will vote
to select the Plan Processor from among the remaining bidders, using a
two-round voting process, within two months of Commission approval of
the proposed CAT NMS Plan.\9\
---------------------------------------------------------------------------
\5\ Securities Exchange Act Release No. 67457 (July 18, 2012),
77 FR 45722 (Aug. 1, 2012).
\6\ Unless otherwise noted, capitalized terms are used as
defined in Rule 613, in the Selection Plan, or in this Order.
\7\ See Order Approving Selection Plan, supra note 3.
\8\ See Securities Exchange Act Release No. 75192, 80 FR 36028
(June 23, 2015) (``Order Approving Amendment No. 1'').
\9\ See Order Approving Selection Plan, supra note 3; Order
Approving Amendment No. 1, supra note 8.
---------------------------------------------------------------------------
B. Description of the Proposal
Amendment No. 1 included a provision providing that no SRO shall
vote in the process narrowing the set of Shortlisted Bidders if a Bid
submitted by the SRO or an Affiliate of the SRO is a Shortlisted Bid or
if the SRO or its Affiliate is included as a material subcontractor as
part of a Bid (a
[[Page 58797]]
``Bidding Participant'' \10\).\11\ The same recusal provision exists in
the second--but not the first--round of a two-round voting process by
the Selection Committee \12\ to select the Plan Processor from among
the Shortlisted Bidders.\13\ The SROs state that they included the
recusal provision to address potential conflicts of interest in
selecting the Plan Processor.
---------------------------------------------------------------------------
\10\ The Selection Plan defines ``Bidding Participant'' as a
Participant that: (1) Submits a Bid; (2) is an Affiliate of an
entity that submits a Bid; or (3) is included, or is an Affiliate of
an entity that is included, as a Material Subcontractor as part of a
Bid. See Notice of Selection Plan, supra note 3, Exhibit A, at 2.
\11\ See Order Approving Amendment No. 1, supra note 8.
\12\ The Selection Committee is composed of one senior officer
from each Participant. See Section V.A of the Selection Plan.
\13\ This two-round voting process would take place after any
further narrowing of the Shortlisted Bids, if such narrowing were to
occur pursuant to Amendment No. 1. See Order Approving Amendment No.
1, supra note 8, at 36029 & n.21.
---------------------------------------------------------------------------
In Amendment No. 2, the SROs propose to modify the Selection Plan
to require that an SRO that is a Bidding Participant be recused from
voting in any round to select the Plan Processor in which a Bid from or
including such Bidding Participant or its Affiliate is being
considered.\14\ Amendment No. 2 therefore would extend to the first
selection round the recusal requirement that is currently only in place
for the second selection round and the vote, if any, that narrows the
list of Shortlisted Bidders.
---------------------------------------------------------------------------
\14\ Notice of Amendment No. 2, supra note 4, at 36007.
---------------------------------------------------------------------------
The SROs reiterate that the Selection Plan balances the competing
goals of ensuring all SROs participate meaningfully in the process of
developing the CAT NMS Plan and mitigating potential conflicts of
interest related to the involvement of a bidding SRO through
information barriers and the voting limitations.\15\ The SROs state
that, based on their experience with these existing measures, the
Selection Plan adequately addresses the potential conflicts of interest
related to bidding SROs.\16\ Nonetheless, the SROs explain that
requiring recusal in all rounds of the selection process will further
the SROs' goal of ensuring the fair and impartial consideration and
selection of the CAT Plan Processor.\17\
---------------------------------------------------------------------------
\15\ Id.
\16\ Id.
\17\ Id.
---------------------------------------------------------------------------
III. Discussion
After careful review, the Commission finds that Amendment No. 2 is
appropriate in the public interest, for the protection of investors and
the maintenance of fair and orderly markets, and to remove impediments
to, and perfect the mechanisms of, a national market system. By
extending the aforementioned recusal requirement to both selection
rounds, Amendment No. 2 adds an additional procedural safeguard that is
designed to further the fairness and impartiality of the Plan Processor
selection.
IV. Conclusion
For the reasons discussed above, the Commission finds that
Amendment No. 2 is appropriate in the public interest, for the
protection of investors and the maintenance of fair and orderly
markets, and to remove impediments to, and perfect the mechanisms of, a
national market system, or otherwise in furtherance of the purposes of
the Act.
It is therefore ordered, pursuant to Section 11A of the Act,\18\
and the rules thereunder, that Amendment No. 2 to the Selection Plan
be, and it hereby is, approved.
---------------------------------------------------------------------------
\18\ 15 U.S.C. 78k-1.
By the Commission.
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-24717 Filed 9-29-15; 8:45 am]
BILLING CODE 8011-01-P