Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend the Schedule of Fees, 64037-64038 [2015-26806]
Download as PDF
Federal Register / Vol. 80, No. 204 / Thursday, October 22, 2015 / Notices
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE
Gemini–2015–20 and should be
submitted by November 12, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Brent J. Fields,
Secretary.
[FR Doc. 2015–26805 Filed 10–21–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76173; File No. SR–ISE–
2015–32]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Amend the Schedule of
Fees
October 16, 2015.
tkelley on DSK3SPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
1, 2015, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or
‘‘ISE’’) filed with the Securities and
Exchange Commission the proposed
rule change, as described in Items I, II,
and III below, which Items have been
prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
ISE proposes to amend the Schedule
of Fees as described in more detail
15 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
18:05 Oct 21, 2015
Jkt 238001
below. The text of the proposed rule
change is available on the Exchange’s
Internet Web site at https://www.ise.com,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of, and basis for,
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
self-regulatory organization has
prepared summaries, set forth in
Sections A, B and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this proposed rule
change is to amend the Schedule of Fees
to modify the route-out fee applicable to
Priority Customer3 orders in Non-Select
Symbols.4 The Exchange presently
charges Priority Customers route-out
fees for orders routed to away markets
pursuant to the Options Order
Protection and Locked/Crossed Market
Plan (the ‘‘Plan’’). Specifically, Priority
Customer orders pay a route-out fee of
$0.48 per contract in Select Symbols
(including SPY),5 and $0.48 per contract
in Non-Select Symbols.
The Exchange now proposes to charge
Priority Customers a route-out fee of
$0.70 per contract for orders in NonSelect Symbols. The route-out fee
applicable to Priority Customer orders
in Select Symbols (including SPY) is not
being changed.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,6
in general, and Section 6(b)(4) of the
Act,7 in particular, in that it is designed
3 A Priority Customer is defined in ISE Rule
100(a)(37A) as a person or entity that (i) is not a
broker or dealer in securities, and (ii) does not place
more than 390 orders in listed options per day on
average during a calendar month for its own
beneficial account(s).
4 ‘‘Non- Select Symbols’’ are options overlying all
symbols excluding Select Symbols.
5 ‘‘Select Symbols’’ are options overlying all
symbols listed on ISE that are in the Penny Pilot
Program.
6 15 U.S.C. 78f.
7 15 U.S.C. 78f(b)(4).
PO 00000
Frm 00081
Fmt 4703
Sfmt 4703
64037
to provide for the equitable allocation of
reasonable dues, fees, and other charges
among its members and other persons
using its facilities.
In particular, the Exchange believes
the proposed route-out fee is reasonable
and equitable because it offsets costs
incurred by the Exchange in connection
with using unaffiliated broker-dealers to
route Priority Customer orders to other
exchanges for linkage executions.
Furthermore, the Exchange believes that
the proposed fee is not unfairly
discriminatory because the route-out fee
for Priority Customer orders in NonSelect Symbols, as has historically been
the case, remains lower than fees for
orders from other market participants,
including Professional Customer and
Non-Customer orders.
The Exchange believes that it is
equitable and not unfairly
discriminatory to charge a lower routeout fee applicable to Priority Customer
orders than Professional Customer and
Non-Customer orders because a Priority
Customer is by definition not a broker
or dealer in securities, and does not
place more than 390 orders in listed
options per day on average during a
calendar month for its own beneficial
account(s). Further, the Exchange
believes that the proposed fees are not
unfairly discriminatory because these
fees would be uniformly applied to all
Priority Customer orders. As fees to
access liquidity for Priority Customer
orders have risen at other exchanges, it
has become necessary for the Exchange
to raise routing fees in order to recoup
the higher costs.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,8 the Exchange does not believe
that the proposed rule change will
impose any burden on intermarket or
intramarket competition that is not
necessary or appropriate in furtherance
of the purposes of the Act as it simply
increases fees for routing Priority
Customer orders in Non-Select Symbols
and will uniformly apply to all Priority
Customer orders that are routed out to
other exchanges for linkage executions.
Furthermore, the fee change does not
impact intra-market competition as the
route out fee applies to orders routed to
away markets.
The Exchange notes that members can
and do route these orders to other
markets or specify that ISE not route
orders away on their behalf. As such,
the Exchange operates in a highly
competitive market in which market
participants can readily direct their
8 15
E:\FR\FM\22OCN1.SGM
U.S.C. 78f(b)(8).
22OCN1
64038
Federal Register / Vol. 80, No. 204 / Thursday, October 22, 2015 / Notices
order flow to competing venues. In such
an environment, the Exchange must
continually review, and consider
adjusting, its fees to remain competitive
with other exchanges. For the reasons
described above, the Exchange believes
that the proposed fee change reflects
this competitive environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act,9 and
subparagraph (f)(2) of Rule 19b–4
thereunder,10 because it establishes a
due, fee, or other charge imposed by
ISE.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
All submissions should refer to File
Number SR–ISE–2015–32. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2015–32 and should be submitted by
November 12, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.11
Brent J. Fields,
Secretary.
[FR Doc. 2015–26806 Filed 10–21–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
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–ISE–
2015–32 on the subject line.
tkelley on DSK3SPTVN1PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
9 15
18:05 Oct 21, 2015
Dated: October 19, 2015.
Brent J. Fields,
Secretary.
[FR Doc. 2015–26972 Filed 10–20–15; 11:15 am]
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
10 17
VerDate Sep<11>2014
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Public Law 94–409, that
the Securities and Exchange
Commission will hold an Open Meeting
on Monday, October 26, 2015, at 1:00
p.m., in the Auditorium (L–002) at the
Commission’s headquarters building, to
hear oral argument in an appeal from an
initial decision of an administrative law
judge by Respondents ZPR Investment
Management, Inc. (‘‘ZPRIM’’), and Max
E. Zavanelli (‘‘Zavanelli’’).
On May 27, 2014, the law judge found
that ZPRIM violated Sections 206(1), (2),
and (4) of the Investment Advisers Act
of 1940 and Advisers Act Rule 206(4)–
1(a)(5), by misrepresenting compliance
with the Global Investment Performance
Standards (‘‘GIPS’’) in magazine
advertisements and investment report
newsletters. The initial decision also
found that Zavanelli aided, abetted, and
caused, and was primarily liable under
Sections 206(1) and (2) for, each of
ZPRIM’s violations based on these
misrepresentations.
In addition, the law judge found that
ZPRIM violated Sections 206(2) and (4)
and Rule 206(4)–1(a)(5) by negligently
claiming in a Morningstar report for the
period ended September 30, 2010 that
(a) an independent third party had
verified ZPRIM’s compliance with GIPS
‘‘to the present,’’ and (b) ZPRIM was not
under Commission investigation,
although neither of these things was
true. The law judge also found that
ZPRIM violated Sections 206(1), (2), and
(4) and Rule 206(4)–1(a)(5) by repeating
its false claim that it was not under
Commission investigation in a
Morningstar report for the period ended
March 31, 2011. The initial decision
found that Zavanelli caused each of
ZPRIM’s Morningstar violations but did
not aid and abet them.
For these violations, the law judge
barred Zavanelli from association with
any investment adviser, broker, dealer,
municipal securities dealer, municipal
advisor, transfer agent, or nationally
recognized statistical rating
organization; ordered ZPRIM to cease
and desist from committing, and
Zavanelli to cease and desist from
committing, aiding, abetting, or causing
the commission of, any violations or
future violations of Advisers Act
Sections 206(1), (2), and (4) and Rule
206(4)–1(a)(5); and imposed civil money
penalties of $250,000 on ZPRIM and
$660,000 on Zavanelli.
Respondents appealed the initial
decision’s findings of violation and the
sanctions imposed. The issues likely to
be considered at oral argument include,
among other things, whether
Respondents violated the antifraud
provisions as alleged and, if so, what
sanction, if any, is appropriate in the
public interest.
For further information, please
contact the Office of the Secretary at
(202) 551–5400.
11 17
Jkt 238001
PO 00000
CFR 200.30–3(a)(12).
Frm 00082
Fmt 4703
Sfmt 9990
BILLING CODE 8011–01–P
E:\FR\FM\22OCN1.SGM
22OCN1
Agencies
[Federal Register Volume 80, Number 204 (Thursday, October 22, 2015)]
[Notices]
[Pages 64037-64038]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-26806]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76173; File No. SR-ISE-2015-32]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Amend the Schedule of Fees
October 16, 2015.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on October 1, 2015, the International Securities Exchange, LLC
(the ``Exchange'' or ``ISE'') filed with the Securities and Exchange
Commission the proposed rule change, as described in Items I, II, and
III below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
ISE proposes to amend the Schedule of Fees as described in more
detail below. The text of the proposed rule change is available on the
Exchange's Internet Web site at https://www.ise.com, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of, and basis for, the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The self-regulatory organization has prepared summaries,
set forth in Sections A, B and C below, of the most significant aspects
of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this proposed rule change is to amend the Schedule
of Fees to modify the route-out fee applicable to Priority Customer\3\
orders in Non-Select Symbols.\4\ The Exchange presently charges
Priority Customers route-out fees for orders routed to away markets
pursuant to the Options Order Protection and Locked/Crossed Market Plan
(the ``Plan''). Specifically, Priority Customer orders pay a route-out
fee of $0.48 per contract in Select Symbols (including SPY),\5\ and
$0.48 per contract in Non-Select Symbols.
---------------------------------------------------------------------------
\3\ A Priority Customer is defined in ISE Rule 100(a)(37A) as a
person or entity that (i) is not a broker or dealer in securities,
and (ii) does not place more than 390 orders in listed options per
day on average during a calendar month for its own beneficial
account(s).
\4\ ``Non- Select Symbols'' are options overlying all symbols
excluding Select Symbols.
\5\ ``Select Symbols'' are options overlying all symbols listed
on ISE that are in the Penny Pilot Program.
---------------------------------------------------------------------------
The Exchange now proposes to charge Priority Customers a route-out
fee of $0.70 per contract for orders in Non-Select Symbols. The route-
out fee applicable to Priority Customer orders in Select Symbols
(including SPY) is not being changed.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\6\ in general, and Section
6(b)(4) of the Act,\7\ in particular, in that it is designed to provide
for the equitable allocation of reasonable dues, fees, and other
charges among its members and other persons using its facilities.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78f.
\7\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
In particular, the Exchange believes the proposed route-out fee is
reasonable and equitable because it offsets costs incurred by the
Exchange in connection with using unaffiliated broker-dealers to route
Priority Customer orders to other exchanges for linkage executions.
Furthermore, the Exchange believes that the proposed fee is not
unfairly discriminatory because the route-out fee for Priority Customer
orders in Non-Select Symbols, as has historically been the case,
remains lower than fees for orders from other market participants,
including Professional Customer and Non-Customer orders.
The Exchange believes that it is equitable and not unfairly
discriminatory to charge a lower route-out fee applicable to Priority
Customer orders than Professional Customer and Non-Customer orders
because a Priority Customer is by definition not a broker or dealer in
securities, and does not place more than 390 orders in listed options
per day on average during a calendar month for its own beneficial
account(s). Further, the Exchange believes that the proposed fees are
not unfairly discriminatory because these fees would be uniformly
applied to all Priority Customer orders. As fees to access liquidity
for Priority Customer orders have risen at other exchanges, it has
become necessary for the Exchange to raise routing fees in order to
recoup the higher costs.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\8\ the Exchange does
not believe that the proposed rule change will impose any burden on
intermarket or intramarket competition that is not necessary or
appropriate in furtherance of the purposes of the Act as it simply
increases fees for routing Priority Customer orders in Non-Select
Symbols and will uniformly apply to all Priority Customer orders that
are routed out to other exchanges for linkage executions. Furthermore,
the fee change does not impact intra-market competition as the route
out fee applies to orders routed to away markets.
---------------------------------------------------------------------------
\8\ 15 U.S.C. 78f(b)(8).
---------------------------------------------------------------------------
The Exchange notes that members can and do route these orders to
other markets or specify that ISE not route orders away on their
behalf. As such, the Exchange operates in a highly competitive market
in which market participants can readily direct their
[[Page 64038]]
order flow to competing venues. In such an environment, the Exchange
must continually review, and consider adjusting, its fees to remain
competitive with other exchanges. For the reasons described above, the
Exchange believes that the proposed fee change reflects this
competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act,\9\ and subparagraph (f)(2) of Rule 19b-4
thereunder,\10\ because it establishes a due, fee, or other charge
imposed by ISE.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78s(b)(3)(A)(ii).
\10\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
At any time within 60 days of the filing of such proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission shall institute proceedings to
determine whether the proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File No. SR-ISE-2015-32 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2015-32. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such filing also will be available
for inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-ISE-2015-32 and should be
submitted by November 12, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\11\
---------------------------------------------------------------------------
\11\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Brent J. Fields,
Secretary.
[FR Doc. 2015-26806 Filed 10-21-15; 8:45 am]
BILLING CODE 8011-01-P