Self-Regulatory Organizations; BATS Y-Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Rule 3.13 (Payment Designed To Influence Market Prices, Other than Paid Advertising), 61853-61855 [2015-26026]
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Federal Register / Vol. 80, No. 198 / Wednesday, October 14, 2015 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76095; File No. SR–BYX–
2015–41]
Self-Regulatory Organizations; BATS
Y-Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend Rule 3.13
(Payment Designed To Influence
Market Prices, Other than Paid
Advertising)
October 7, 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 23, 2015, BATS Y-Exchange,
Inc. (‘‘Exchange’’ or ‘‘BYX’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by the
Exchange. The Exchange has designated
this proposal as a ‘‘non-controversial’’
proposed rule change pursuant to
section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(6)(iii) thereunder,4 which
renders it effective upon filing with the
Commission. 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 filed a proposal to
amend BYX Rule 3.13 to conform with:
(i) Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) Rule 5230 for
purposes of an agreement between the
Exchange and FINRA pursuant to Rule
17d–2 under the Act 5 and (ii) the rules
of EDGA Exchange, Inc. (‘‘EDGA’’) and
EDGX Exchange, Inc. (‘‘EDGX’’).6 The
text of the proposed rule change is
available at the Exchange’s Web site at
www.batstrading.com, at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
tkelley on DSK3SPTVN1PROD with NOTICES
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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(6)(iii).
5 17 CFR 240.17d–2.
6 See EDGA Rule 3.13 and EDGX Rule 3.13.
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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Pursuant to Rule 17d–2 under the
Act,7 the Exchange and FINRA entered
into an agreement to allocate regulatory
responsibility for common rules (‘‘17d–
2 Agreement’’). The 17d–2 Agreement
covers common members of the
Exchange and FINRA (‘‘Common
Members’’) and allocates to FINRA
regulatory responsibility, with respect to
Common Members, for the following: (i)
Examination of Common Members for
compliance with federal securities laws,
rules and regulations and Exchange
rules that the Exchange has certified as
identical or substantially similar to
FINRA rules; (ii) investigation of
Common Members for violations of
federal securities laws, rules or
regulations, and Exchange rules that the
Exchange has certified as identical or
substantially identical to FINRA rules;
and (iii) enforcement of compliance by
Common Members with the federal
securities laws, rules and regulations,
and Exchange rules that the Exchange
has certified as identical or substantially
similar to FINRA rules.8
The 17d–2 Agreement included a
certification by the Exchange that states
that the requirements contained in
certain Exchange rules are identical, or
substantially similar, to certain FINRA
rules that have been identified as
comparable. Currently, Exchange Rule
3.13 is not fully incorporated into the
17d–2 Agreement as it does not include
exceptions similar to FINRA Rule 5230.
Therefore, to conform to comparable
FINRA Rule 5230 for purposes of the
17d–2 Agreement, the Exchange
proposes to amend Exchange Rule 3.13
to adopt rule text that is substantially
similar to FINRA Rule 5230.
Currently, Exchange Rule 3.13
(Payment Designed to Influence Market
Prices, Other than Paid Advertising)
states that ‘‘[n]o Member shall directly
or indirectly, give, permit to be given, or
offer to give anything of value to any
person for the purpose of influencing or
2 17
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16:39 Oct 13, 2015
Jkt 238001
7 17
CFR 240.17d–2.
Exchange Release No. 62716 (Aug. 13,
2010), 75 FR 51295 (Aug. 19, 2010) (approving File
No. 10–198).
8 See
PO 00000
Frm 00064
Fmt 4703
Sfmt 4703
61853
rewarding the action of such person in
connection with the publication or
circulation in any newspaper,
investment service or similar
publication of any matter which has, or
is intended to have, an effect upon the
market price of any security; provided,
that the Rule shall not be construed to
apply to a matter which is clearly
identifiable as paid advertising.’’
First, the Exchange proposes to
redesignate Rule 3.13 as ‘‘Payments
Involving Publications that Influence
the Market Price of a Security’’. This
title would mirror that of FINRA Rule
5230. The Exchange also proposes to
delete the text of Rule 3.13 in its
entirety and replace it with rule text that
is substantially similar to FINRA Rule
5230. As amended, paragraph (a) would
continue to prohibit Exchange members
from directly or indirectly, giving,
permitting to be given, or offering to
give anything of value to ‘‘any person
for the purpose of influencing or
rewarding the action of such person in
connection with the publication or
circulation in any electronic or other
public media, including any investment
service or similar publication, Web site,
newspaper, magazine or other
periodical, radio, or television program
of any matter that has, or is intended to
have, an effect upon the market price of
any security.’’ This language is similar
to current Rule 3.13. Proposed
paragraph (b) would set forth exceptions
to the prohibitions under paragraph (a).
These exceptions would allow for
compensation paid to a person in
connection with the publication or
circulation of: (i) A communication that
is clearly distinguishable as paid
advertising, like current Rule 3.13; (ii) a
communication that discloses the
receipt of compensation and the amount
thereof in accordance with section 17(b)
of the Securities Act of 1933; or (iii) a
research report, as that term is defined
in FINRA Rule 2241.9 Proposed
paragraph (a) and the exceptions set
forth under proposed paragraph (b) are
substantially similar to FINRA Rule
5230.10
The proposed rule text is also
identical to EDGA Rule 3.13 and EDGX
9 See FINRA Rule 2241(a)(9) for the definition of
the term ‘‘research report’’.
10 The only difference between the proposed text
of Rule. 3.13 and FINRA Rule 5230 is that FINRA
Rule 5230 references NASD Rule 2711 while
proposed Rule 3.13 references FIRNA Rule 2241.
This difference reflects the Commission’s approval
of a proposed rule change filed by FINRA that
replaced NASD Rule 2711 with FINRA Rule 2241.
See Exchange Act Release No. 75471 (July 16,
2015), 80 FR 43482 (July 22, 2015) (SR–FINRA–
2014–047).
E:\FR\FM\14OCN1.SGM
14OCN1
61854
Federal Register / Vol. 80, No. 198 / Wednesday, October 14, 2015 / Notices
Rule 3.13.11 In early 2014, the Exchange
and its affiliate, BATS Exchange, Inc.
(‘‘BZX’’), received approval to effect a
merger (‘‘Merger’’) of the Exchange’s
parent company, BATS Global Markets,
Inc., with Direct Edge Holdings LLC, the
indirect parent of EDGX and EDGA
(together with BZX and BYX, the ‘‘BGM
Affiliated Exchanges’’). In the context of
the Merger, the BGM Affiliated
Exchanges are working to align their
rules, retaining only intended
differences between the BGM Affiliated
Exchanges. Thus, the proposed text of
Rule 3.13 is also identical to recent rule
changes filed with the Commission by
EDGA and EDGX to amend their
identical rule text to that proposed
herein. This proposed rule change
would enable the Exchange to adopt
rules that correspond to rules of EDGA
and EDGX and provide a consistent rule
set across each of the BGM Affiliated
Exchanges.12
tkelley on DSK3SPTVN1PROD with NOTICES
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
section 6(b)(5) of the Act,13 which
requires, among other things, that the
Exchange’s rules be 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 facilitating transactions in securities,
and to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system. The Exchange believes that the
proposed rule change would further
these requirements by providing greater
harmonization between Exchange and
FINRA rules of similar purpose,
resulting in greater uniformity and less
burdensome and more efficient
regulatory compliance. As such, the
Exchange believes that the proposed
rule change would foster cooperation
and coordination with persons engaged
in facilitating transactions in securities
and would remove impediments to and
perfect the mechanism of a free and
open market and a national market
system.
In addition, the Exchange believes
that the proposed rule change would
provide greater harmonization between
rules of similar purpose on the BGM
Affiliated Exchanges, resulting in
11 EDGA and EDGX have filed proposed rule
changes with the Commission to replace references
to NASD Rule 2711 in their respective Rules 3.13
with FINRA Rule 2241. See SR–EDGA–2015–38 and
SR–EDGX–2015–43. See also supra note 10.
12 BZX has filed an identical proposal with the
Commission to amend its Rule 3.13. See SR–BATS–
2015–77.
13 15 U.S.C. 78f(b)(5).
VerDate Sep<11>2014
16:39 Oct 13, 2015
Jkt 238001
greater uniformity and less burdensome
and more efficient regulatory
compliance and understanding of
Exchange rules. As such, the Exchange
believes that the proposed rule change
would foster cooperation and
coordination with persons engaged in
facilitating transactions in securities and
would remove impediments to and
perfect the mechanism of a free and
open market and a national market
system. Similarly, the Exchange also
believes that, by harmonizing the rules
across each BGM Affiliated Exchange,
the proposal would enhance the
Exchange’s ability to fairly and
efficiently regulate its members,
meaning that the proposed rule change
is equitable and would promote fairness
in the market place.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change would impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange believes that the proposed
rule change is not designed to address
any competitive issues but rather to
provide greater harmonization among
Exchange and FINRA rules of similar
purpose, resulting in less burdensome
and more efficient regulatory
compliance for Common Members and
facilitating FINRA’s performance of its
regulatory functions under the 17d–2
Agreement. In addition, the Exchange
believes that allowing it to implement
substantively identical rules across each
of the BGM Affiliated Exchanges does
not present any competitive issues, but
rather is designed to provide greater
harmonization among Exchange, BZX,
EDGX, and EDGA rules of similar
purpose.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has neither solicited
nor received written comments on the
proposal.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has designated this rule
filing as non-controversial under section
19(b)(3)(A) of the Act 14 and Rule 19b–
4(f)(6) thereunder.15 Because the
proposed rule change does not: (i)
significantly affect the protection of
investors or the public interest; (ii)
14 15
15 17
PO 00000
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4.
Frm 00065
Fmt 4703
Sfmt 4703
impose any significant burden on
competition; and (iii) become operative
for 30 days after the date of the filing,
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) thereunder.16
At any time within 60 days of the
filing of the proposed rule change, the
Commission may summarily
temporarily suspend the rule change if
it appears to the Commission that such
action is: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes this action, the
Commission shall institute proceedings
under section 19(b)(2)(B) of the Act 17 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 proposal 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 No. SR–
BYX–2015–41 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 No.
SR–BYX–2015–41. 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
16 Rule 19b–4(f)(6) also requires that the Exchange
give the Commission written notice of its intent to
file the proposed rule change, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
satisfied this requirement.
17 15 U.S.C. 78s(b)(2)(B).
E:\FR\FM\14OCN1.SGM
14OCN1
Federal Register / Vol. 80, No. 198 / Wednesday, October 14, 2015 / Notices
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 will also 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
No. SR–BYX–2015–41 and should be
submitted on or before November 4,
2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–26026 Filed 10–13–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76092; File No. SR–BATS–
2015–77]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend Rule 3.13
(Payment Designed To Influence
Market Prices, Other Than Paid
Advertising)
tkelley on DSK3SPTVN1PROD with NOTICES
October 7, 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 23, 2015, BATS Exchange,
Inc. (‘‘Exchange’’ or ‘‘BZX’’) filed with
the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been substantially prepared by the
Exchange. The Exchange has designated
this proposal as a ‘‘non-controversial’’
proposed rule change pursuant to
section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(6)(iii) thereunder,4 which
renders it effective upon filing with the
Commission. 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 filed a proposal to
amend BZX Rule 3.13 to conform with:
(i) Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) Rule 5230 for
purposes of an agreement between the
Exchange and FINRA pursuant to Rule
17d–2 under the Act 5 and (ii) the rules
of EDGA Exchange, Inc. (‘‘EDGA’’) and
EDGX Exchange, Inc. (‘‘EDGX’’).6 The
text of the proposed rule change is
available at the Exchange’s Web site at
www.batstrading.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
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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
Pursuant to Rule 17d–2 under the
Act,7 the Exchange and FINRA entered
into an agreement to allocate regulatory
responsibility for common rules (‘‘17d–
2 Agreement’’). The 17d–2 Agreement
covers common members of the
Exchange and FINRA (‘‘Common
Members’’) and allocates to FINRA
regulatory responsibility, with respect to
Common Members, for the following: (i)
Examination of Common Members for
compliance with federal securities laws,
rules and regulations and Exchange
rules that the Exchange has certified as
identical or substantially similar to
3 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6)(iii).
5 17 CFR 240.17d–2.
6 See EDGA Rule 3.13 and EDGX Rule 3.13.
7 17 CFR 240.17d–2.
61855
FINRA rules; (ii) investigation of
Common Members for violations of
federal securities laws, rules or
regulations, and Exchange rules that the
Exchange has certified as identical or
substantially identical to FINRA rules;
and (iii) enforcement of compliance by
Common Members with the federal
securities laws, rules and regulations,
and Exchange rules that the Exchange
has certified as identical or substantially
similar to FINRA rules.8
The 17d–2 Agreement included a
certification by the Exchange that states
that the requirements contained in
certain Exchange rules are identical, or
substantially similar, to certain FINRA
rules that have been identified as
comparable. Currently, Exchange Rule
3.13 is not fully incorporated into the
17d–2 Agreement as it does not include
exceptions similar to FINRA Rule 5230.
Therefore, to conform to comparable
FINRA Rule 5230 for purposes of the
17d–2 Agreement, the Exchange
proposes to amend Exchange Rule 3.13
to adopt rule text that is substantially
similar to FINRA Rule 5230.
Currently, Exchange Rule 3.13
(Payment Designed To Influence Market
Prices, Other than Paid Advertising)
states that ‘‘[n]o Member shall directly
or indirectly, give, permit to be given, or
offer to give anything of value to any
person for the purpose of influencing or
rewarding the action of such person in
connection with the publication or
circulation in any newspaper,
investment service or similar
publication of any matter which has, or
is intended to have, an effect upon the
market price of any security; provided,
that the Rule shall not be construed to
apply to a matter which is clearly
identifiable as paid advertising.’’
First, the Exchange proposes to
redesignate Rule 3.13 as ‘‘Payments
Involving Publications that Influence
the Market Price of a Security’’. This
title would mirror that of FINRA Rule
5230. The Exchange also proposes to
delete the text of Rule 3.13 in its
entirety and replace it with rule text that
is substantially similar to FINRA Rule
5230. As amended, paragraph (a) would
continue to prohibit Exchange members
from directly or indirectly, giving,
permitting to be given, or offering to
give anything of value to ‘‘any person
for the purpose of influencing or
rewarding the action of such person in
connection with the publication or
circulation in any electronic or other
public media, including any investment
service or similar publication, Web site,
4 17
18 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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16:39 Oct 13, 2015
Jkt 238001
PO 00000
Frm 00066
Fmt 4703
Sfmt 4703
8 See Exchange Act Release No. 58375 (Aug. 18,
2008), 73 FR 46498 (Aug. 21, 2008) (approving File
No. 10–182).
E:\FR\FM\14OCN1.SGM
14OCN1
Agencies
[Federal Register Volume 80, Number 198 (Wednesday, October 14, 2015)]
[Notices]
[Pages 61853-61855]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-26026]
[[Page 61853]]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76095; File No. SR-BYX-2015-41]
Self-Regulatory Organizations; BATS Y-Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change To Amend
Rule 3.13 (Payment Designed To Influence Market Prices, Other than Paid
Advertising)
October 7, 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 23, 2015, BATS Y-Exchange, Inc. (``Exchange'' or ``BYX'')
filed with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I and II below, which Items
have been substantially prepared by the Exchange. The Exchange has
designated this proposal as a ``non-controversial'' proposed rule
change pursuant to section 19(b)(3)(A) of the Act \3\ and Rule 19b-
4(f)(6)(iii) thereunder,\4\ which renders it effective upon filing with
the Commission. 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.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6)(iii).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange filed a proposal to amend BYX Rule 3.13 to conform
with: (i) Financial Industry Regulatory Authority, Inc. (``FINRA'')
Rule 5230 for purposes of an agreement between the Exchange and FINRA
pursuant to Rule 17d-2 under the Act \5\ and (ii) the rules of EDGA
Exchange, Inc. (``EDGA'') and EDGX Exchange, Inc. (``EDGX'').\6\ The
text of the proposed rule change is available at the Exchange's Web
site at www.batstrading.com, at the principal office of the Exchange,
and at the Commission's Public Reference Room.
---------------------------------------------------------------------------
\5\ 17 CFR 240.17d-2.
\6\ See EDGA Rule 3.13 and EDGX Rule 3.13.
---------------------------------------------------------------------------
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 parts of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
Pursuant to Rule 17d-2 under the Act,\7\ the Exchange and FINRA
entered into an agreement to allocate regulatory responsibility for
common rules (``17d-2 Agreement''). The 17d-2 Agreement covers common
members of the Exchange and FINRA (``Common Members'') and allocates to
FINRA regulatory responsibility, with respect to Common Members, for
the following: (i) Examination of Common Members for compliance with
federal securities laws, rules and regulations and Exchange rules that
the Exchange has certified as identical or substantially similar to
FINRA rules; (ii) investigation of Common Members for violations of
federal securities laws, rules or regulations, and Exchange rules that
the Exchange has certified as identical or substantially identical to
FINRA rules; and (iii) enforcement of compliance by Common Members with
the federal securities laws, rules and regulations, and Exchange rules
that the Exchange has certified as identical or substantially similar
to FINRA rules.\8\
---------------------------------------------------------------------------
\7\ 17 CFR 240.17d-2.
\8\ See Exchange Release No. 62716 (Aug. 13, 2010), 75 FR 51295
(Aug. 19, 2010) (approving File No. 10-198).
---------------------------------------------------------------------------
The 17d-2 Agreement included a certification by the Exchange that
states that the requirements contained in certain Exchange rules are
identical, or substantially similar, to certain FINRA rules that have
been identified as comparable. Currently, Exchange Rule 3.13 is not
fully incorporated into the 17d-2 Agreement as it does not include
exceptions similar to FINRA Rule 5230. Therefore, to conform to
comparable FINRA Rule 5230 for purposes of the 17d-2 Agreement, the
Exchange proposes to amend Exchange Rule 3.13 to adopt rule text that
is substantially similar to FINRA Rule 5230.
Currently, Exchange Rule 3.13 (Payment Designed to Influence Market
Prices, Other than Paid Advertising) states that ``[n]o Member shall
directly or indirectly, give, permit to be given, or offer to give
anything of value to any person for the purpose of influencing or
rewarding the action of such person in connection with the publication
or circulation in any newspaper, investment service or similar
publication of any matter which has, or is intended to have, an effect
upon the market price of any security; provided, that the Rule shall
not be construed to apply to a matter which is clearly identifiable as
paid advertising.''
First, the Exchange proposes to redesignate Rule 3.13 as ``Payments
Involving Publications that Influence the Market Price of a Security''.
This title would mirror that of FINRA Rule 5230. The Exchange also
proposes to delete the text of Rule 3.13 in its entirety and replace it
with rule text that is substantially similar to FINRA Rule 5230. As
amended, paragraph (a) would continue to prohibit Exchange members from
directly or indirectly, giving, permitting to be given, or offering to
give anything of value to ``any person for the purpose of influencing
or rewarding the action of such person in connection with the
publication or circulation in any electronic or other public media,
including any investment service or similar publication, Web site,
newspaper, magazine or other periodical, radio, or television program
of any matter that has, or is intended to have, an effect upon the
market price of any security.'' This language is similar to current
Rule 3.13. Proposed paragraph (b) would set forth exceptions to the
prohibitions under paragraph (a). These exceptions would allow for
compensation paid to a person in connection with the publication or
circulation of: (i) A communication that is clearly distinguishable as
paid advertising, like current Rule 3.13; (ii) a communication that
discloses the receipt of compensation and the amount thereof in
accordance with section 17(b) of the Securities Act of 1933; or (iii) a
research report, as that term is defined in FINRA Rule 2241.\9\
Proposed paragraph (a) and the exceptions set forth under proposed
paragraph (b) are substantially similar to FINRA Rule 5230.\10\
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\9\ See FINRA Rule 2241(a)(9) for the definition of the term
``research report''.
\10\ The only difference between the proposed text of Rule. 3.13
and FINRA Rule 5230 is that FINRA Rule 5230 references NASD Rule
2711 while proposed Rule 3.13 references FIRNA Rule 2241. This
difference reflects the Commission's approval of a proposed rule
change filed by FINRA that replaced NASD Rule 2711 with FINRA Rule
2241. See Exchange Act Release No. 75471 (July 16, 2015), 80 FR
43482 (July 22, 2015) (SR-FINRA-2014-047).
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The proposed rule text is also identical to EDGA Rule 3.13 and EDGX
[[Page 61854]]
Rule 3.13.\11\ In early 2014, the Exchange and its affiliate, BATS
Exchange, Inc. (``BZX''), received approval to effect a merger
(``Merger'') of the Exchange's parent company, BATS Global Markets,
Inc., with Direct Edge Holdings LLC, the indirect parent of EDGX and
EDGA (together with BZX and BYX, the ``BGM Affiliated Exchanges''). In
the context of the Merger, the BGM Affiliated Exchanges are working to
align their rules, retaining only intended differences between the BGM
Affiliated Exchanges. Thus, the proposed text of Rule 3.13 is also
identical to recent rule changes filed with the Commission by EDGA and
EDGX to amend their identical rule text to that proposed herein. This
proposed rule change would enable the Exchange to adopt rules that
correspond to rules of EDGA and EDGX and provide a consistent rule set
across each of the BGM Affiliated Exchanges.\12\
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\11\ EDGA and EDGX have filed proposed rule changes with the
Commission to replace references to NASD Rule 2711 in their
respective Rules 3.13 with FINRA Rule 2241. See SR-EDGA-2015-38 and
SR-EDGX-2015-43. See also supra note 10.
\12\ BZX has filed an identical proposal with the Commission to
amend its Rule 3.13. See SR-BATS-2015-77.
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2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with section 6(b)(5) of the Act,\13\ which requires, among other
things, that the Exchange's rules be 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 facilitating transactions in securities, and to
remove impediments to and perfect the mechanism of a free and open
market and a national market system. The Exchange believes that the
proposed rule change would further these requirements by providing
greater harmonization between Exchange and FINRA rules of similar
purpose, resulting in greater uniformity and less burdensome and more
efficient regulatory compliance. As such, the Exchange believes that
the proposed rule change would foster cooperation and coordination with
persons engaged in facilitating transactions in securities and would
remove impediments to and perfect the mechanism of a free and open
market and a national market system.
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\13\ 15 U.S.C. 78f(b)(5).
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In addition, the Exchange believes that the proposed rule change
would provide greater harmonization between rules of similar purpose on
the BGM Affiliated Exchanges, resulting in greater uniformity and less
burdensome and more efficient regulatory compliance and understanding
of Exchange rules. As such, the Exchange believes that the proposed
rule change would foster cooperation and coordination with persons
engaged in facilitating transactions in securities and would remove
impediments to and perfect the mechanism of a free and open market and
a national market system. Similarly, the Exchange also believes that,
by harmonizing the rules across each BGM Affiliated Exchange, the
proposal would enhance the Exchange's ability to fairly and efficiently
regulate its members, meaning that the proposed rule change is
equitable and would promote fairness in the market place.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change would
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The Exchange believes that
the proposed rule change is not designed to address any competitive
issues but rather to provide greater harmonization among Exchange and
FINRA rules of similar purpose, resulting in less burdensome and more
efficient regulatory compliance for Common Members and facilitating
FINRA's performance of its regulatory functions under the 17d-2
Agreement. In addition, the Exchange believes that allowing it to
implement substantively identical rules across each of the BGM
Affiliated Exchanges does not present any competitive issues, but
rather is designed to provide greater harmonization among Exchange,
BZX, EDGX, and EDGA rules of similar purpose.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has neither solicited nor received written comments on
the proposal.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has designated this rule filing as non-controversial
under section 19(b)(3)(A) of the Act \14\ and Rule 19b-4(f)(6)
thereunder.\15\ 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 for 30 days after the date of the filing, 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) thereunder.\16\
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\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4.
\16\ Rule 19b-4(f)(6) also requires that the Exchange give the
Commission written notice of its intent to file the proposed rule
change, along with a brief description and text of the proposed rule
change, at least five business days prior to the date of filing of
the proposed rule change, or such shorter time as designated by the
Commission. The Exchange satisfied this requirement.
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At any time within 60 days of the filing of the proposed rule
change, the Commission may summarily temporarily suspend the rule
change if it appears to the Commission that such action is: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) otherwise in furtherance of the
purposes of the Act. If the Commission takes this action, the
Commission shall institute proceedings under section 19(b)(2)(B) of the
Act \17\ to determine whether the proposed rule should be approved or
disapproved.
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\17\ 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 proposal 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 No. SR-BYX-2015-41 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 No. SR-BYX-2015-41. 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
[[Page 61855]]
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 will also 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 No. SR-BYX-2015-41 and should
be submitted on or before November 4, 2015.
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\18\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-26026 Filed 10-13-15; 8:45 am]
BILLING CODE 8011-01-P