Self-Regulatory Organizations; National Securities Clearing Corporation; Notice of Filing of Proposed Rule Change To Permit Trades in Eligible Fixed Income Securities Scheduled To Settle on Day After Trade Date To Be Processed for Settlement at National Securities Clearing Corporation, 62121-62123 [2015-26151]
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Federal Register / Vol. 80, No. 199 / Thursday, October 15, 2015 / Notices
mstockstill on DSK4VPTVN1PROD with NOTICES
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2 a
proposed rule change (SR–ICC–2015–
013) to provide the basis for ICC to clear
additional Standard Western European
Sovereign credit default swap contracts
(‘‘SWES Contracts’’). The proposed rule
change was published for comment in
the Federal Register on July 21, 2015.3
The Commission did not receive
comments on the proposed rule change.
On September 3, 2015, the Commission
extended the time period in which to
either approve, disapprove, or institute
proceedings to determine whether to
disapprove the proposed rule change to
October 19, 2015.4 For the reasons
discussed below, the Commission is
approving the proposed rule change.
II. Description of the Proposed Rule
Change
The purpose of the proposed rule
change is to adopt rules that will
provide the basis for ICC to clear
additional SWES Contracts. ICC
currently clears seven SWES Contracts:
The Republic of Ireland, the Italian
Republic, the Portuguese Republic, the
Kingdom of Spain, the Kingdom of
Belgium, the Republic of Austria, and
the Kingdom of the Netherlands. ICC
proposes to revise subchapter 26I
(Standard Western European Sovereign
(‘‘SWES’’) Single Name) of its Rules to
provide for the clearance of the
additional SWES Contracts by
modifying Rule 26I–102 to include the
Federal Republic of Germany, the
French Republic, and the United
Kingdom of Great Britain and Northern
Ireland in the list of specific Eligible
SWES Reference Entities to be cleared
by ICC. ICC plans to offer these
additional SWES Contracts on the 2003
and 2014 ISDA Credit Derivatives
Definitions. ICC stated in its filing that
these additional SWES Contracts have
terms consistent with the other SWES
Contracts approved for clearing at ICC
and governed by subchapter 26I of the
ICC Rules, namely the Republic of
Ireland, the Italian Republic, the
Portuguese Republic, the Kingdom of
Spain, the Kingdom of Belgium, the
Republic of Austria, and the Kingdom of
the Netherlands.
In addition, ICC stated in its filing
that the proposed change is dependent
on the approval and implementation of
the proposed rule change in SR–ICC–
2015–009 and therefore, the text of the
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Securities Exchange Act Release No. 34–75456
(July 15, 2015), 80 FR 43146 (July 21, 2015) (SR–
ICC–2015–013).
4 Securities Exchange Act Release No. 34–75836
(September 3, 2015), 80 FR 54627 (September 10,
2015) (SR–ICC–2015–013).
2 17
VerDate Sep<11>2014
17:19 Oct 14, 2015
Jkt 238001
proposed rule change in Exhibit 5
should be read in conjunction with the
proposed rule change in SR–ICC–2015–
009.5
III. Discussion and Commission
Findings
Section 19(b)(2)(C) of the Act 6 directs
the Commission to approve a proposed
rule change of a self-regulatory
organization if the Commission finds
that the proposed rule change is
consistent with the requirements of the
Act and the rules and regulations
thereunder applicable to such selfregulatory organization. Section
17A(b)(3)(F) of the Act 7 requires, among
other things, that the rules of a clearing
agency are designed to promote the
prompt and accurate clearance and
settlement of securities transactions
and, to the extent applicable, derivative
agreements, contracts, and transactions,
to assure the safeguarding of securities
and funds which are in the custody or
control of the clearing agency or for
which it is responsible and, in general,
to protect investors and the public
interest.
The Commission finds that the
proposed rule change is consistent with
the requirements of section 17A of the
Act 8 and the rules and regulations
thereunder applicable to ICC. The
proposed rule change would provide for
the clearing of additional SWES
Contracts referencing Federal Republic
of Germany, the French Republic, and
the United Kingdom of Great Britain
and Northern Ireland, which are similar
to the other SWES Contracts currently
cleared by ICC. ICC would clear the
additional SWES Contracts using ICC’s
existing clearing arrangements and
related financial safeguards, protections
and risk management procedures,
including the portfolio-level GWWR
methodology approved in SR–ICC–
2015–009, which is designed to account
for the potential accumulation of
uncollateralized portfolio WWR
exposures arising from the clearance of
sovereign and banking sector Risk
5 In SR–ICC–2015–009, ICC proposed to revise its
Risk Management Framework to extend its General
Wrong Way Risk (‘‘GWWR’’) framework to the
portfolio level. The new GWWR methodology is
designed to account for the potential accumulation
of portfolio Wrong Way Risk (‘‘WWR’’) through Risk
Factor specific WWR exposures arising from the
clearance of credit default swaps referencing
sovereign and banking sector names. The
Commission approved the proposed rule change
SR–ICC–2015–009 on September 10, 2015. See
Securities Exchange Act Release No. 34–75887
(September 10, 2015), 80 FR 55672 (September 16,
2015) (SR–ICC–2015–009).
6 15 U.S.C. 78s(b)(2)(C).
7 15 U.S.C. 78q–1(b)(3)(F).
8 15 U.S.C. 78q–1.
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Fmt 4703
Sfmt 4703
62121
Factors at ICC.9 The Commission
therefore finds that the proposed rule
change is designed to promote the
prompt and accurate clearance and
settlement of securities transactions
and, to the extent applicable, derivative
agreements, contracts, and transactions,
and to assure the safeguarding of
securities and funds which are in the
custody or control of the clearing agency
or for which it is responsible and, in
general, to protect investors and the
public interest.
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposal is
consistent with the requirements of the
Act and in particular with the
requirements of section 17A of the
Act 10 and the rules and regulations
thereunder.
It is therefore ordered, pursuant to
section 19(b)(2) of the Act,11 that the
proposed rule change (File No. SR–ICC–
2015–013) be, and hereby is,
approved.12
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–26152 Filed 10–14–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76112; File No. SR–NSCC–
2015–005]
Self-Regulatory Organizations;
National Securities Clearing
Corporation; Notice of Filing of
Proposed Rule Change To Permit
Trades in Eligible Fixed Income
Securities Scheduled To Settle on Day
After Trade Date To Be Processed for
Settlement at National Securities
Clearing Corporation
October 8, 2015.
Pursuant to section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (‘‘Act’’)
and Rule 19b–4 2 thereunder, notice is
hereby given that on October 7, 2015,
National Securities Clearing Corporation
(‘‘NSCC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
9 See
supra note 5.
U.S.C. 78q–1.
11 15 U.S.C. 78s(b)(2).
12 In approving the proposed rule change, the
Commission considered the proposal’s impact on
efficiency, competition and capital formation. 15
U.S.C. 78c(f).
13 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
10 15
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62122
Federal Register / Vol. 80, No. 199 / Thursday, October 15, 2015 / Notices
the proposed rule change as described
in Items I, II and III below, which Items
have been prepared by NSCC. NSCC
filed the proposed rule change pursuant
to section 19(b)(2) 3 of the Act. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
The proposed rule change consists of
amendments to NSCC’s Rules &
Procedures (‘‘Rules’’) in order to permit
trades in fixed income securities
(corporate and municipal bonds, and
unit investment trusts, collectively
‘‘CMU’’) that are scheduled to settle on
the day after trade date (‘‘T+1’’) to settle
either through its Continuous Net
Settlement (‘‘CNS’’) system, as
described below, or through its Balance
Order Accounting Operation on a tradefor-trade basis, as described below,
when eligible for settlement through
these services.4
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
NSCC 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. NSCC has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
mstockstill on DSK4VPTVN1PROD with NOTICES
1. Purpose
CMU transactions that are effected in
the over-the-counter markets and
submitted to NSCC directly by Members
on a bilateral basis are processed
through NSCC’s Real Time Trade
Matching (‘‘RTTM’’) platform. Within
RTTM, the buy and sell sides of a
transaction are validated and matched,
resulting in a compared trade that is
reported to Members. This process is
called ‘‘trade comparison.’’
Today, with the exception of CMU
trades that are submitted to NSCC to
settle on a timeframe that is shorter than
T+2,5 CMU trades submitted to NSCC
3 15
U.S.C. 78s(b)(2).
not defined herein are defined in the
Rules, available at https://dtcc.com/∼/media/Files/
Downloads/legal/rules/nscc_rules.pdf.
5 The settlement timeframe of a trade, i.e. when
the trade will settle relative to the trade date, is
4 Terms
VerDate Sep<11>2014
17:19 Oct 14, 2015
Jkt 238001
through RTTM are first compared
within RTTM, and then are processed
into NSCC’s Universal Trade Capture
(‘‘UTC’’) system, where they are
checked for eligibility for settlement
either through NSCC’s CNS system 6 or
through its Balance Order Accounting
Operation on a trade-for-trade basis.7
These CMU trades, those that are
scheduled to settle on a T+2 or longer
timeframe, are then processed for
settlement through the settlement
service for which they are eligible, i.e.
either the CNS system or the Balance
Order Accounting Operation on a tradefor-trade basis. If a CMU trade is not
eligible for settlement through either
CNS or the Balance Order Accounting
Operation, or if it is marked as
‘‘comparison-only’’ when it is submitted
to NSCC, it is only processed for trade
comparison through RTTM and then it
must settle away from NSCC.
Today, all CMU trades submitted to
NSCC through RTTM that are scheduled
to settle on T+1 are automatically
processed as comparison-only in RTTM,
and must settle away from NSCC. T+1
CMU trades are processed this way
because, historically, NSCC’s systems
were not able to adequately risk manage
CMU trades that settled on this
shortened timeframe. NSCC is
proposing to amend its Rules so that,
following trade comparison through
RTTM, T+1 CMU trades would be
processed into UTC, where they would
be checked for eligibility to settle
through either CNS or the Balance Order
Accounting Operation on a trade-fortrade basis. If eligible, these CMU trades
would settle through the settlement
service for which they are eligible, i.e.
either the CNS system or the Balance
Order Accounting Operation on a tradefor-trade basis.
determined by the counterparties to that trade, and
is indicated on the trade record when the trade is
submitted to NSCC.
6 CNS and its operation are described in Rule 11
and Procedure VII. Rules, supra note 4. To be
eligible for CNS settlement, a transaction must be
in a security that is eligible for book-entry transfer
on the books of The Depository Trust Company, and
must be capable of being processed in the CNS
system; for example, securities may be ineligible for
CNS processing due to certain transfer restrictions
(e.g., 144A securities) or due to the pendency of
certain corporate actions.
7 The Balance Order Accounting Operation is
described in Procedure V. Rules, supra note 4. CMU
trades that are processed through the Balance Order
Accounting Operation are processed on a trade-fortrade basis, as described in Section B of Procedure
V, such that Receive and Deliver Orders, as defined
in the Rules, are created instructing the
counterparties to the transaction to deliver or
receive a quantity of securities to or from their
counterparty to that transaction. These transactions
are not netted and are not subject to NSCC’s risk
management measures, as NSCC’s central
counterparty guarantee does not attach to these
trades.
PO 00000
Frm 00111
Fmt 4703
Sfmt 4703
Pursuant to Addendum K of the
Rules, NSCC guarantees the completion
of CNS settling trades that have reached
the later of midnight of T+1 or midnight
of the day they are reported to Members,
and guarantees the completion of
shortened process trades, such as sameday and next-day settling trades, upon
comparison or trade recording
processing.8 Therefore, for those T+1
CMU trades that are eligible for
settlement through CNS, NSCC would
guarantee the completion of these trades
upon comparison or trade recording
processing. T+1 CMU trades that settle
through CNS would be subject to all
appropriate risk management measures
and margining, pursuant to the existing
risk management methodology and
policies and procedures, including the
Specified Activity charge component of
its Clearing Fund charges, which
applies to trades settling at NSCC on a
shortened processing cycle.9 NSCC
estimates that CMU trades that are
designated to settle on T+1 and would
be eligible to settle through CNS
represent less than half of a percent of
all CMU trades processed at NSCC, and
less than 2% of the total value of all
CMU trades processed at NSCC.10 In
order to implement this proposed rule
change, NSCC would amend Procedure
II (Trade Comparison and Recording
Service). In particular, these
amendments would provide that CMU
T+1 transactions would be handled in
the same manner as CMU T+2 trades
and trades submitted for regular way (or
T+3) settlement. Procedure II would
also be amended to remove reference to
CMU T+1 transactions from the section
that identifies those trades that are
accepted by NSCC for comparison-only
processing.
Pending Commission approval of this
proposed rule change, Members would
be advised of the implementation date
8 NSCC guarantees the completion of trades that
settle through CNS pursuant to Addendum K of the
Rules. Rules, supra note 4.
9 The components of NSCC’s Clearing Fund are
described in Procedure XV, and the Specified
Activity charge is described in section I(A)(1)(g) for
trades settling through CNS. Rules, supra note 4.
10 Based on data from the first quarter of 2015, an
approximate daily average of 45,000 CMU trades are
processed at NSCC, with an approximate total daily
value of an average of $8.3 billion. Of the
approximate daily average of 45,000 CMU trades
processed at NSCC, an approximate daily average
of 200 CMU trades are designated to settle on T+1
and are in securities that are eligible for settlement
in CNS. Of the approximate daily value of an
average of $8.3 billion in CMU trades processed at
NSCC, CMU trades that are designated to settle on
T+1 and are in securities that are eligible for
settlement in CNS have an approximate total daily
value of an average of $145 million. The average
daily CMU transaction volume is less than 1% of
NSCC’s overall daily volume.
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Federal Register / Vol. 80, No. 199 / Thursday, October 15, 2015 / Notices
through issuance of an NSCC Important
Notice
2. Statutory Basis
Section 17A(b)(3)(F) of the Act
requires, in part, that NSCC’s Rules be
designed to promote the prompt and
accurate clearance and settlement of
securities transactions and to protect
investors and the public interest.11 By
permitting additional, eligible
transactions to settle through CNS or the
Balance Order Accounting Operation,
and receive the benefit of NSCC’s
settlement services, including, in the
case of CNS, the central counterparty
trade guarantee, the proposal would
offer protection to investors and the
public interest by mitigating its
Members’ settlement risk and
counterparty risk with respect to those
transactions. Therefore, NSCC believes
the proposed rule change would
promote the prompt and accurate
clearance and settlement of securities
transactions by reducing these risks,
consistent with the requirements of the
Act, in particular section 17A(b)(3)(F),
cited above.
(B) Clearing Agency’s Statement on
Burden on Competition
NSCC does not believe that the
proposed rule changes would have any
impact on competition because the
proposal would apply equally to all
NSCC Members that submit CMU trades
through NSCC’s RTTM service.
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants, or Others
NSCC has not received any written
comments relating to this proposal.
NSCC will notify the Commission of any
written comments received by NSCC.
mstockstill on DSK4VPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change, and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
(A) By order approve or disapprove
such proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be disapproved.
11 15
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:
17:19 Oct 14, 2015
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–26151 Filed 10–14–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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–
NSCC–2015–005 on the subject line.
[Release No. IA–4220/803–00225]
Fidelity Management & Research
Company and FMR Co., Inc.; Notice of
Application
October 8, 2015.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of application for an
exemptive order under section 206A of
the Investment Advisers Act of 1940
(the ‘‘Advisers Act’’) and rule 206(4)–
5(e).
AGENCY:
Paper Comments
• Send paper comments in triplicate
to Brent J. Fields, Secretary, Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090.
All submissions should refer to File
Number SR–NSCC–2015–005. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of NSCC and on DTCC’s Web site
(https://dtcc.com/legal/sec-rulefilings.aspx). 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–NSCC–
2015–005 and should be submitted on
or before November 5, 2015.
U.S.C. 78q–1(b)(3)(F).
VerDate Sep<11>2014
Fidelity Management &
Research Company (‘‘FMR’’) and FMR
Co., Inc. (‘‘FMRC’’ and, together with
FMR, ‘‘Applicants’’).
RELEVANT ADVISERS ACT SECTIONS:
Exemption requested under section
206A of the Advisers Act and rule
206(4)–5(e) from rule 206(4)–5(a)(1)
under the Advisers Act.
SUMMARY OF APPLICATION: Applicants
request that the Commission issue an
order under section 206A of the
Advisers Act and rule 206(4)–5(e)
exempting Applicants from rule 206(4)–
5(a)(1) under the Advisers Act to permit
Applicants to receive compensation
from certain government entities for
investment advisory services provided
to the government entities within the
two-year period following a
contribution by a covered associate of
the Applicants to an official of the
government entities.
FILING DATES: The application was filed
on August 28, 2014, an amended and
restated application was filed on May
11, 2015, and a second amended and
restated application was filed on
September 24, 2015.
HEARING OR NOTIFICATION OF HEARING: An
order granting the application will be
issued unless the Commission orders a
hearing. Interested persons may request
a hearing by writing to the
Commission’s Secretary and serving
Applicants with a copy of the request,
personally or by mail. Hearing requests
should be received by the Commission
by 5:30 p.m. on November 2, 2015, and
should be accompanied by proof of
APPLICANT:
12 17
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E:\FR\FM\15OCN1.SGM
CFR 200.30–3(a)(12).
15OCN1
Agencies
[Federal Register Volume 80, Number 199 (Thursday, October 15, 2015)]
[Notices]
[Pages 62121-62123]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-26151]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76112; File No. SR-NSCC-2015-005]
Self-Regulatory Organizations; National Securities Clearing
Corporation; Notice of Filing of Proposed Rule Change To Permit Trades
in Eligible Fixed Income Securities Scheduled To Settle on Day After
Trade Date To Be Processed for Settlement at National Securities
Clearing Corporation
October 8, 2015.
Pursuant to section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (``Act'') and Rule 19b-4 \2\ thereunder, notice is hereby given
that on October 7, 2015, National Securities Clearing Corporation
(``NSCC'') filed with the Securities and Exchange Commission
(``Commission'')
[[Page 62122]]
the proposed rule change as described in Items I, II and III below,
which Items have been prepared by NSCC. NSCC filed the proposed rule
change pursuant to section 19(b)(2) \3\ of the Act. 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)(2).
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
The proposed rule change consists of amendments to NSCC's Rules &
Procedures (``Rules'') in order to permit trades in fixed income
securities (corporate and municipal bonds, and unit investment trusts,
collectively ``CMU'') that are scheduled to settle on the day after
trade date (``T+1'') to settle either through its Continuous Net
Settlement (``CNS'') system, as described below, or through its Balance
Order Accounting Operation on a trade-for-trade basis, as described
below, when eligible for settlement through these services.\4\
---------------------------------------------------------------------------
\4\ Terms not defined herein are defined in the Rules, available
at https://dtcc.com/~/media/Files/Downloads/legal/rules/
nscc_rules.pdf.
---------------------------------------------------------------------------
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, NSCC 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. NSCC has prepared summaries, set forth in sections A, B,
and C below, of the most significant aspects of such statements.
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
CMU transactions that are effected in the over-the-counter markets
and submitted to NSCC directly by Members on a bilateral basis are
processed through NSCC's Real Time Trade Matching (``RTTM'') platform.
Within RTTM, the buy and sell sides of a transaction are validated and
matched, resulting in a compared trade that is reported to Members.
This process is called ``trade comparison.''
Today, with the exception of CMU trades that are submitted to NSCC
to settle on a timeframe that is shorter than T+2,\5\ CMU trades
submitted to NSCC through RTTM are first compared within RTTM, and then
are processed into NSCC's Universal Trade Capture (``UTC'') system,
where they are checked for eligibility for settlement either through
NSCC's CNS system \6\ or through its Balance Order Accounting Operation
on a trade-for-trade basis.\7\ These CMU trades, those that are
scheduled to settle on a T+2 or longer timeframe, are then processed
for settlement through the settlement service for which they are
eligible, i.e. either the CNS system or the Balance Order Accounting
Operation on a trade-for-trade basis. If a CMU trade is not eligible
for settlement through either CNS or the Balance Order Accounting
Operation, or if it is marked as ``comparison-only'' when it is
submitted to NSCC, it is only processed for trade comparison through
RTTM and then it must settle away from NSCC.
---------------------------------------------------------------------------
\5\ The settlement timeframe of a trade, i.e. when the trade
will settle relative to the trade date, is determined by the
counterparties to that trade, and is indicated on the trade record
when the trade is submitted to NSCC.
\6\ CNS and its operation are described in Rule 11 and Procedure
VII. Rules, supra note 4. To be eligible for CNS settlement, a
transaction must be in a security that is eligible for book-entry
transfer on the books of The Depository Trust Company, and must be
capable of being processed in the CNS system; for example,
securities may be ineligible for CNS processing due to certain
transfer restrictions (e.g., 144A securities) or due to the pendency
of certain corporate actions.
\7\ The Balance Order Accounting Operation is described in
Procedure V. Rules, supra note 4. CMU trades that are processed
through the Balance Order Accounting Operation are processed on a
trade-for-trade basis, as described in Section B of Procedure V,
such that Receive and Deliver Orders, as defined in the Rules, are
created instructing the counterparties to the transaction to deliver
or receive a quantity of securities to or from their counterparty to
that transaction. These transactions are not netted and are not
subject to NSCC's risk management measures, as NSCC's central
counterparty guarantee does not attach to these trades.
---------------------------------------------------------------------------
Today, all CMU trades submitted to NSCC through RTTM that are
scheduled to settle on T+1 are automatically processed as comparison-
only in RTTM, and must settle away from NSCC. T+1 CMU trades are
processed this way because, historically, NSCC's systems were not able
to adequately risk manage CMU trades that settled on this shortened
timeframe. NSCC is proposing to amend its Rules so that, following
trade comparison through RTTM, T+1 CMU trades would be processed into
UTC, where they would be checked for eligibility to settle through
either CNS or the Balance Order Accounting Operation on a trade-for-
trade basis. If eligible, these CMU trades would settle through the
settlement service for which they are eligible, i.e. either the CNS
system or the Balance Order Accounting Operation on a trade-for-trade
basis.
Pursuant to Addendum K of the Rules, NSCC guarantees the completion
of CNS settling trades that have reached the later of midnight of T+1
or midnight of the day they are reported to Members, and guarantees the
completion of shortened process trades, such as same-day and next-day
settling trades, upon comparison or trade recording processing.\8\
Therefore, for those T+1 CMU trades that are eligible for settlement
through CNS, NSCC would guarantee the completion of these trades upon
comparison or trade recording processing. T+1 CMU trades that settle
through CNS would be subject to all appropriate risk management
measures and margining, pursuant to the existing risk management
methodology and policies and procedures, including the Specified
Activity charge component of its Clearing Fund charges, which applies
to trades settling at NSCC on a shortened processing cycle.\9\ NSCC
estimates that CMU trades that are designated to settle on T+1 and
would be eligible to settle through CNS represent less than half of a
percent of all CMU trades processed at NSCC, and less than 2% of the
total value of all CMU trades processed at NSCC.\10\ In order to
implement this proposed rule change, NSCC would amend Procedure II
(Trade Comparison and Recording Service). In particular, these
amendments would provide that CMU T+1 transactions would be handled in
the same manner as CMU T+2 trades and trades submitted for regular way
(or T+3) settlement. Procedure II would also be amended to remove
reference to CMU T+1 transactions from the section that identifies
those trades that are accepted by NSCC for comparison-only processing.
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\8\ NSCC guarantees the completion of trades that settle through
CNS pursuant to Addendum K of the Rules. Rules, supra note 4.
\9\ The components of NSCC's Clearing Fund are described in
Procedure XV, and the Specified Activity charge is described in
section I(A)(1)(g) for trades settling through CNS. Rules, supra
note 4.
\10\ Based on data from the first quarter of 2015, an
approximate daily average of 45,000 CMU trades are processed at
NSCC, with an approximate total daily value of an average of $8.3
billion. Of the approximate daily average of 45,000 CMU trades
processed at NSCC, an approximate daily average of 200 CMU trades
are designated to settle on T+1 and are in securities that are
eligible for settlement in CNS. Of the approximate daily value of an
average of $8.3 billion in CMU trades processed at NSCC, CMU trades
that are designated to settle on T+1 and are in securities that are
eligible for settlement in CNS have an approximate total daily value
of an average of $145 million. The average daily CMU transaction
volume is less than 1% of NSCC's overall daily volume.
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Pending Commission approval of this proposed rule change, Members
would be advised of the implementation date
[[Page 62123]]
through issuance of an NSCC Important Notice
2. Statutory Basis
Section 17A(b)(3)(F) of the Act requires, in part, that NSCC's
Rules be designed to promote the prompt and accurate clearance and
settlement of securities transactions and to protect investors and the
public interest.\11\ By permitting additional, eligible transactions to
settle through CNS or the Balance Order Accounting Operation, and
receive the benefit of NSCC's settlement services, including, in the
case of CNS, the central counterparty trade guarantee, the proposal
would offer protection to investors and the public interest by
mitigating its Members' settlement risk and counterparty risk with
respect to those transactions. Therefore, NSCC believes the proposed
rule change would promote the prompt and accurate clearance and
settlement of securities transactions by reducing these risks,
consistent with the requirements of the Act, in particular section
17A(b)(3)(F), cited above.
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\11\ 15 U.S.C. 78q-1(b)(3)(F).
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(B) Clearing Agency's Statement on Burden on Competition
NSCC does not believe that the proposed rule changes would have any
impact on competition because the proposal would apply equally to all
NSCC Members that submit CMU trades through NSCC's RTTM service.
(C) Clearing Agency's Statement on Comments on the Proposed Rule Change
Received From Members, Participants, or Others
NSCC has not received any written comments relating to this
proposal. NSCC will notify the Commission of any written comments
received by NSCC.
III. Date of Effectiveness of the Proposed Rule Change, and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove such proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be 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-NSCC-2015-005 on the subject line.
Paper Comments
Send paper comments in triplicate to Brent J. Fields,
Secretary, Securities and Exchange Commission, 100 F Street NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-NSCC-2015-005. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of NSCC and on
DTCC's Web site (https://dtcc.com/legal/sec-rule-filings.aspx). 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-NSCC-2015-005 and should be
submitted on or before November 5, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-26151 Filed 10-14-15; 8:45 am]
BILLING CODE 8011-01-P