Self-Regulatory Organizations; EDGX Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Adopt Rule 21.17, Exchange Sharing of User Designated Risk Settings, 66097-66099 [2015-27354]
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Federal Register / Vol. 80, No. 208 / Wednesday, October 28, 2015 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Brent J. Fields,
Secretary.
[FR Doc. 2015–27350 Filed 10–27–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76234; File No. SR–EDGX–
2015–47]
Self-Regulatory Organizations; EDGX
Exchange, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Adopt Rule 21.17,
Exchange Sharing of User Designated
Risk Settings
October 22, 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
14, 2015, EDGX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGX’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Exchange has
designated this proposal as a ‘‘noncontroversial’’ proposed rule change
pursuant to Section 19(b)(3)(A) of the
Act3 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
authorize the Exchange’s equity options
platform (‘‘EDGX Options’’) to share a
User’s 5 risk settings with the Clearing
Member 6 that clears transactions on
behalf of the User.
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
16 17
CFR 200.30–3(a)(12).
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).
5 A User is defined as ‘‘any Options member or
Sponsored Participant who is authorized to obtain
access to the System pursuant to Rule 11.3
(Access).’’ See Exchange Rule 16.1(a)(63).
6 A Clearing Member is defined as ‘‘an Options
Member that is self-clearing or an Options Member
that clears EDGX Options Transactions for other
Members of EDGX Options.’’ See Exchange Rule
16.1(a)(15).
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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
The Exchange is proposing to adopt
new Rule 21.17, Exchange Sharing of
User Designated Risk Settings, in order
to authorize the Exchange to share any
of a User’s risk settings with the
Clearing Member that clears
transactions on behalf of the User. The
Exchange notes that the proposed rule is
based on and identical to BATS
Exchange, Inc. (‘‘BATS’’) Rule 21.17,
which is applicable to the equity
options platform operated by BATS
(‘‘BATS Options’’).
Under Exchange Rule 17.2(b), Options
Members 7 must be Clearing Members or
establish a clearing arrangement with a
Clearing Member. Rule 21.13(a)
provides that every Clearing Member is
responsible for the clearance of EDGX
Options Transactions 8 of such Clearing
Member and of each User that gives up
such Clearing Member’s name pursuant
to a letter of authorization, letter of
guarantee, or other authorization given
by such Clearing Member to such User,
which authorization must be submitted
to the Exchange. Further, no Options
Member may make any transactions on
the Exchange unless a letter of guarantee
providing that the issuing Clearing
Member accepts financial
responsibilities for all EDGX Options
Transactions made by the Options
7 An Options Member is defined as ‘‘a firm, or
organization that is registered with the Exchange
pursuant to Chapter XVII of these Rules for
purposes of participating in options trading on
EDGX Options as an ‘Options Order Entry Firm’ or
‘Options Market Maker.’ ’’ See Exchange Rule
16.1(a)(38).
8 An EDGX Options Transactions is defined as ‘‘a
transaction involving an options contract that is
effected on or through EDGX Options or its facilities
or systems.’’ See Exchange Rule 16.1(a)(11).
PO 00000
Frm 00115
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66097
Member (a ‘‘Letter of Guarantee’’) has
been issued for such Options Member
by a Clearing Member and filed with the
Exchange.
Thus, while not all Options Members
are Clearing Members, all Options
Members require a Clearing Member’s
consent to clear transactions on their
behalf (or on behalf of any Sponsored
Participants 9 for which the Options
Member is a Sponsoring Member 10) in
order to conduct business on the
Exchange. Each Options Member that
transacts through a Clearing Member on
the Exchange executes a Letter of
Guarantee which codifies the
relationship between the Options
Member and the Clearing Member and
provides the Exchange with notice of
which Clearing Members have
relationships with which Options
Members. The Clearing Member that
guarantees the Options Member’s
transactions on the Exchange has a
financial interest in understanding the
risk tolerance of the Options Member.
The proposal would provide the
Exchange with authority to directly
provide Clearing Members with
information that may otherwise be
available to such Clearing Members by
virtue of their relationship with the
respective Users.
At this time, the risk settings covered
by this proposal are set forth in Rule
21.16, entitled Risk Monitor
Mechanism.11 The Exchange may adopt
additional rules providing for Options
Member designated risk settings other
than those provided in Rule 21.16 that
could be shared with an Options
Member’s Clearing Member under the
proposal and the Exchange would
announce these additional risk settings
by issuing a Trade Desk Notice.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with the
requirements of the Act and the rules
and regulations thereunder that are
applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6(b) of the
9 A Sponsored Participant is defined as ‘‘a person
which has entered into a sponsorship arrangement
with a Sponsoring Member pursuant to Rule 11.3.’’
See Exchange Rule 1.5(z).
10 A Sponsoring Member is defined as ‘‘a Member
that is a registered broker-dealer and that has been
designated by a Sponsored Participant to execute,
clear and settle transactions resulting from the
System. The Sponsoring Member shall be either (i)
a clearing firm with membership in a clearing
agency registered with the Commission that
maintains facilities through which transactions may
be cleared or (ii) a correspondent firm with a
clearing arrangement with any such clearing firm.’’
See Exchange Rule 1.5(aa).
11 See Exchange Rule 21.16.
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66098
Federal Register / Vol. 80, No. 208 / Wednesday, October 28, 2015 / Notices
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Act.12 In particular, the proposal is
consistent with Section 6(b)(5) of the
Act 13 because it is designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in facilitating transactions in securities,
to remove impediments to, and perfect
the mechanism of, a free and open
market and a national market system
and, in general, to protect investors and
the public interest.
The proposed rule change will allow
the Exchange to directly provide an
Options Member’s designated risk
settings to the Clearing Member that
clears trades on behalf of the Options
Member. Because a Clearing Member
that executes a clearing Letter of
Guarantee on behalf of an Options
Member guarantees all transactions of
that Options Member, and therefore
bears the risk associated with those
transactions, it is appropriate for the
Clearing Member to have knowledge of
what risk settings the Options Member
may utilize within the Trading
System.14 The proposal will permit
Clearing Members who have a financial
interest in the risk settings of Options
Members with whom the Clearing
Participant has entered into a Letter of
Guarantee to better monitor and manage
the potential risks assumed by Clearing
Members, thereby providing Clearing
Members with greater control and
flexibility over setting their own risk
tolerance and exposure and aiding
Clearing Members in complying with
the Act. To the extent a Clearing
Member might reasonably require an
Options Member to provide access to its
risk setting as a prerequisite to
continuing to clear trades on the
Options Member’s behalf, the
Exchange’s proposal to share those risk
settings directly reduces the
administrative burden on Options
Members and ensures that Clearing
Members are receiving information that
is up to date and conforms to the
settings active in the Trading System.
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed rule change is not designed to
address any competitive issues and does
12 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
14 Trading System is defined as ‘‘the automated
trading system used by EDGX Options for the
trading of options contracts.’’ See Exchange Rule
16.1(a)(59).
13 15
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19:16 Oct 27, 2015
Jkt 238001
not pose an undue burden on nonClearing Members because, unlike
Clearing Members, non-Clearing
Members do not guarantee the execution
of an Options Member’s transactions on
the Exchange. The proposal is
structured to offer the same
enhancement to all Clearing Members,
regardless of size, and would not
impose a competitive burden on any
Options Member. Any Options Member
that does not wish to share its
designated risk settings with its Clearing
Member could avoid sharing such
settings by becoming a Clearing
Member.
(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 written
comments from members or other
interested parties.
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 15 and
paragraph (f)(6) of Rule 19b–4
thereunder.16 Consequently, because the
foregoing proposed rule change effects a
change that (A) does not significantly
affect the protection of investors or the
public interest; (B) does not impose any
significant burden on competition; and
(C) by its terms, does not become
operative for 30 days after the date of
the filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 17 and
subparagraph (f)(6) of Rule 19b–4
thereunder.18
A proposed rule change filed under
Rule 19b–4(f)(6) 19 normally does not
become operative for 30 days after the
date of filing. However, Rule 19b–
4(f)(6)(iii) 20 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
15 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4.
17 15 U.S.C. 78s(b)(3)(A).
18 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to 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
has satisfied this requirement.
19 17 CFR 240.19b–4(f)(6).
20 17 CFR 240.19b–4(f)(6)(iii).
16 17
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investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay so that
the proposal may become operative
immediately upon filing. Waiver of the
30-day operative delay would permit
the Exchange to allow Clearing
Members to monitor and manage the
potential risks assumed by Options
Members upon the commencement of
the operations of EDGX Options which
is scheduled for November 2, 2015. The
Exchange notes that this functionality is
already available on other exchanges.
Based on the foregoing, the Commission
believes that waiving the 30-day
operative delay is consistent with the
protection of investors and the public
interest.21 The Commission hereby
grants the Exchange’s request and
designates the proposal operative upon
filing.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is: (1) Necessary or appropriate in
the public interest; (2) for the protection
of investors; or (3) 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 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–
EDGX–2015–47 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–EDGX–2015–47. 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
21 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
E:\FR\FM\28OCN1.SGM
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Federal Register / Vol. 80, No. 208 / Wednesday, October 28, 2015 / Notices
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 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 Number SR–EDGX–
2015–47 and should be submitted on or
before November 18, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Brent J. Fields,
Secretary.
[FR Doc. 2015–27354 Filed 10–27–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76244; File No. 4–631]
Joint Industry Plan; Order Approving
the Ninth Amendment to the National
Market System Plan to Address
Extraordinary Market Volatility by
BATS Exchange, Inc., BATS YExchange, Inc., Chicago Board
Options Exchange, Incorporated,
Chicago Stock Exchange, Inc., EDGA
Exchange, Inc., EDGX Exchange, Inc.,
Financial Industry Regulatory
Authority, Inc., NASDAQ OMX BX, Inc.,
NASDAQ OMX PHLX LLC, The Nasdaq
Stock Market LLC, National Stock
Exchange, Inc., New York Stock
Exchange LLC, NYSE MKT LLC, and
NYSE Arca, Inc.
October 22, 2015.
I. Introduction
On July 31, 2015, New York Stock
Exchange LLC (‘‘NYSE’’), on behalf of
the following parties to the National
Market System Plan to Address
Extraordinary Market Volatility
(‘‘Plan’’): BATS Exchange, Inc., BATS YExchange, Inc., Chicago Board Options
Exchange, Incorporated, Chicago Stock
Exchange, Inc., EDGA Exchange, Inc.,
EDGX Exchange, Inc., Financial
Industry Regulatory Authority, Inc.,
NASDAQ OMX BX, Inc., NASDAQ
OMX PHLX LLC, the Nasdaq Stock
Market LLC, National Stock Exchange,
Inc., NYSE MKT LLC, and NYSE Arca,
Inc. (collectively with NYSE, the
‘‘Participants’’), filed with the Securities
and Exchange Commission
(‘‘Commission’’) pursuant to Section
11A of the Securities Exchange Act of
1934 (‘‘Act’’) 1 and Rule 608
thereunder,2 a proposal to amend the
Plan.3 The proposal represents the ninth
amendment to the Plan, and reflects
proposed changes unanimously
approved by the Participants. The
amendment was published for comment
in the Federal Register on September
18, 2015.4 The Commission received
one comment letter regarding the
amendment.5 This order approves the
amendment to the Plan.
1 15
U.S.C. 78k–1.
CFR 242.608.
3 See Letter from Elizabeth King, General Counsel,
NYSE, to Brent Fields, Secretary, Commission,
dated July 31, 2015 (‘‘Transmittal Letter’’).
4 See Securities Exchange Act Release No. 75917
(September 14, 2015), 80 FR 56515 (‘‘Notice’’).
5 See Letter from Donald Bollerman, Head of
Markets and Sales, IEX, to Brent Fields, Secretary,
Commission, dated October 16, 2015 (‘‘IEX Letter’’).
IEX did not comment on the proposals set forth in
the proposed amendment. In its comment letter,
IEX suggested that the Commission evaluate the
operation of the Plan and the experience of trading
66099
II. Description of the Proposal
The amendment proposes to extend
the pilot period of the Plan from
October 23, 2015 to April 22, 2016. In
addition, on March 30, 2015, Chicago
Board Options Exchange, Incorporated
(‘‘CBOE’’) provided written notice to the
Participants of CBOE’s intent to
withdraw from the Plan. Notice of
withdrawal was made pursuant to
Section IX of the Plan. CBOE became a
Participant due to the operation of its
facility, the CBOE Stock Exchange, LLC
(‘‘CBSX’’), which engaged in NMS stock
transactions. The last day of trading on
CBSX was April 30, 2014. Therefore,
because CBOE no longer operates a
facility engaged in NMS stock
transactions, CBOE would have no
additional NMS stock data to provide
nor any reason to avail itself of any
further right under the Plan.
Accordingly, CBOE proposes to be
removed from the Plan.
III. Discussion and Commission
Findings
The Commission finds that the
amendment is consistent with the
requirements of the Act and the rules
and regulations thereunder.
Specifically, the Commission finds that
the amendment is consistent with
Section 11A of the Act 6 and Rule 608
thereunder 7 in that it is appropriate in
the public interest, for the protection of
investors and the maintenance of fair
and orderly markets, and that it removes
impediments to, and perfects the
mechanism of, a national market
system.
Pursuant to the Plan, the Participants
are required to provide the Commission
with certain assessments relating to the
impact of the Plan and the calibration of
the Percentage Parameters.8 On
September 29, 2014, the Participants
submitted a Participant Impact
Assessment,9 which provided the
Commission with the Participants’
initial observations in each area
required to be addressed under
Appendix B to the Plan. On May 28,
2015, the Participants submitted a
Supplemental Joint Assessment, in
which the Participants provided
additional analysis required under
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2 17
22 17
CFR 200.30–3(a)(12).
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19:16 Oct 27, 2015
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on August 24, 2015 prior to making the Plan
permanent. In addition, IEX identified other areas
for the Commission to consider, such as SRO
opening procedures, floor-based rules, and
imbalance information, in relation to trading on
August 24, 2015.
6 15 U.S.C. 78k–1.
7 17 CFR 242.608.
8 See Appendix B.III of the Plan.
9 See Joint SROs letter to Brent J. Fields,
Secretary, SEC, dated September 29, 2014
(‘‘Participant Impact Assessment’’).
E:\FR\FM\28OCN1.SGM
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Agencies
[Federal Register Volume 80, Number 208 (Wednesday, October 28, 2015)]
[Notices]
[Pages 66097-66099]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-27354]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76234; File No. SR-EDGX-2015-47]
Self-Regulatory Organizations; EDGX Exchange, Inc.; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change To Adopt
Rule 21.17, Exchange Sharing of User Designated Risk Settings
October 22, 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 14, 2015, EDGX Exchange, Inc. (the ``Exchange'' or
``EDGX'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule change as described in Items I and
II below, which Items have been 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 authorize the Exchange's equity
options platform (``EDGX Options'') to share a User's \5\ risk settings
with the Clearing Member \6\ that clears transactions on behalf of the
User.
---------------------------------------------------------------------------
\5\ A User is defined as ``any Options member or Sponsored
Participant who is authorized to obtain access to the System
pursuant to Rule 11.3 (Access).'' See Exchange Rule 16.1(a)(63).
\6\ A Clearing Member is defined as ``an Options Member that is
self-clearing or an Options Member that clears EDGX Options
Transactions for other Members of EDGX Options.'' See Exchange Rule
16.1(a)(15).
---------------------------------------------------------------------------
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
The Exchange is proposing to adopt new Rule 21.17, Exchange Sharing
of User Designated Risk Settings, in order to authorize the Exchange to
share any of a User's risk settings with the Clearing Member that
clears transactions on behalf of the User. The Exchange notes that the
proposed rule is based on and identical to BATS Exchange, Inc.
(``BATS'') Rule 21.17, which is applicable to the equity options
platform operated by BATS (``BATS Options'').
Under Exchange Rule 17.2(b), Options Members \7\ must be Clearing
Members or establish a clearing arrangement with a Clearing Member.
Rule 21.13(a) provides that every Clearing Member is responsible for
the clearance of EDGX Options Transactions \8\ of such Clearing Member
and of each User that gives up such Clearing Member's name pursuant to
a letter of authorization, letter of guarantee, or other authorization
given by such Clearing Member to such User, which authorization must be
submitted to the Exchange. Further, no Options Member may make any
transactions on the Exchange unless a letter of guarantee providing
that the issuing Clearing Member accepts financial responsibilities for
all EDGX Options Transactions made by the Options Member (a ``Letter of
Guarantee'') has been issued for such Options Member by a Clearing
Member and filed with the Exchange.
---------------------------------------------------------------------------
\7\ An Options Member is defined as ``a firm, or organization
that is registered with the Exchange pursuant to Chapter XVII of
these Rules for purposes of participating in options trading on EDGX
Options as an `Options Order Entry Firm' or `Options Market Maker.'
'' See Exchange Rule 16.1(a)(38).
\8\ An EDGX Options Transactions is defined as ``a transaction
involving an options contract that is effected on or through EDGX
Options or its facilities or systems.'' See Exchange Rule
16.1(a)(11).
---------------------------------------------------------------------------
Thus, while not all Options Members are Clearing Members, all
Options Members require a Clearing Member's consent to clear
transactions on their behalf (or on behalf of any Sponsored
Participants \9\ for which the Options Member is a Sponsoring Member
\10\) in order to conduct business on the Exchange. Each Options Member
that transacts through a Clearing Member on the Exchange executes a
Letter of Guarantee which codifies the relationship between the Options
Member and the Clearing Member and provides the Exchange with notice of
which Clearing Members have relationships with which Options Members.
The Clearing Member that guarantees the Options Member's transactions
on the Exchange has a financial interest in understanding the risk
tolerance of the Options Member. The proposal would provide the
Exchange with authority to directly provide Clearing Members with
information that may otherwise be available to such Clearing Members by
virtue of their relationship with the respective Users.
---------------------------------------------------------------------------
\9\ A Sponsored Participant is defined as ``a person which has
entered into a sponsorship arrangement with a Sponsoring Member
pursuant to Rule 11.3.'' See Exchange Rule 1.5(z).
\10\ A Sponsoring Member is defined as ``a Member that is a
registered broker-dealer and that has been designated by a Sponsored
Participant to execute, clear and settle transactions resulting from
the System. The Sponsoring Member shall be either (i) a clearing
firm with membership in a clearing agency registered with the
Commission that maintains facilities through which transactions may
be cleared or (ii) a correspondent firm with a clearing arrangement
with any such clearing firm.'' See Exchange Rule 1.5(aa).
---------------------------------------------------------------------------
At this time, the risk settings covered by this proposal are set
forth in Rule 21.16, entitled Risk Monitor Mechanism.\11\ The Exchange
may adopt additional rules providing for Options Member designated risk
settings other than those provided in Rule 21.16 that could be shared
with an Options Member's Clearing Member under the proposal and the
Exchange would announce these additional risk settings by issuing a
Trade Desk Notice.
---------------------------------------------------------------------------
\11\ See Exchange Rule 21.16.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that its proposal is consistent with the
requirements of the Act and the rules and regulations thereunder that
are applicable to a national securities exchange, and, in particular,
with the requirements of Section 6(b) of the
[[Page 66098]]
Act.\12\ In particular, the proposal is consistent with Section 6(b)(5)
of the Act \13\ because it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to foster cooperation and coordination with
persons engaged in facilitating transactions in securities, to remove
impediments to, and perfect the mechanism of, a free and open market
and a national market system and, in general, to protect investors and
the public interest.
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\12\ 15 U.S.C. 78f(b).
\13\ 15 U.S.C. 78f(b)(5).
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The proposed rule change will allow the Exchange to directly
provide an Options Member's designated risk settings to the Clearing
Member that clears trades on behalf of the Options Member. Because a
Clearing Member that executes a clearing Letter of Guarantee on behalf
of an Options Member guarantees all transactions of that Options
Member, and therefore bears the risk associated with those
transactions, it is appropriate for the Clearing Member to have
knowledge of what risk settings the Options Member may utilize within
the Trading System.\14\ The proposal will permit Clearing Members who
have a financial interest in the risk settings of Options Members with
whom the Clearing Participant has entered into a Letter of Guarantee to
better monitor and manage the potential risks assumed by Clearing
Members, thereby providing Clearing Members with greater control and
flexibility over setting their own risk tolerance and exposure and
aiding Clearing Members in complying with the Act. To the extent a
Clearing Member might reasonably require an Options Member to provide
access to its risk setting as a prerequisite to continuing to clear
trades on the Options Member's behalf, the Exchange's proposal to share
those risk settings directly reduces the administrative burden on
Options Members and ensures that Clearing Members are receiving
information that is up to date and conforms to the settings active in
the Trading System.
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\14\ Trading System is defined as ``the automated trading system
used by EDGX Options for the trading of options contracts.'' See
Exchange Rule 16.1(a)(59).
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(B) Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. The proposed rule change is
not designed to address any competitive issues and does not pose an
undue burden on non-Clearing Members because, unlike Clearing Members,
non-Clearing Members do not guarantee the execution of an Options
Member's transactions on the Exchange. The proposal is structured to
offer the same enhancement to all Clearing Members, regardless of size,
and would not impose a competitive burden on any Options Member. Any
Options Member that does not wish to share its designated risk settings
with its Clearing Member could avoid sharing such settings by becoming
a Clearing Member.
(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 written comments from members or other interested parties.
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 \15\ and paragraph (f)(6) of Rule
19b-4 thereunder.\16\ Consequently, because the foregoing proposed rule
change effects a change that (A) does not significantly affect the
protection of investors or the public interest; (B) does not impose any
significant burden on competition; and (C) by its terms, does not
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate, it has become effective
pursuant to Section 19(b)(3)(A) of the Act \17\ and subparagraph (f)(6)
of Rule 19b-4 thereunder.\18\
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\15\ 15 U.S.C. 78s(b)(3)(A).
\16\ 17 CFR 240.19b-4.
\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to 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 has satisfied this requirement.
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A proposed rule change filed under Rule 19b-4(f)(6) \19\ normally
does not become operative for 30 days after the date of filing.
However, Rule 19b-4(f)(6)(iii) \20\ permits the Commission to designate
a shorter time if such action is consistent with the protection of
investors and the public interest. The Exchange has asked the
Commission to waive the 30-day operative delay so that the proposal may
become operative immediately upon filing. Waiver of the 30-day
operative delay would permit the Exchange to allow Clearing Members to
monitor and manage the potential risks assumed by Options Members upon
the commencement of the operations of EDGX Options which is scheduled
for November 2, 2015. The Exchange notes that this functionality is
already available on other exchanges. Based on the foregoing, the
Commission believes that waiving the 30-day operative delay is
consistent with the protection of investors and the public
interest.\21\ The Commission hereby grants the Exchange's request and
designates the proposal operative upon filing.
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\19\ 17 CFR 240.19b-4(f)(6).
\20\ 17 CFR 240.19b-4(f)(6)(iii).
\21\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is: (1)
Necessary or appropriate in the public interest; (2) for the protection
of investors; or (3) 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 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-EDGX-2015-47 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-EDGX-2015-47. 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
[[Page 66099]]
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 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 Number SR-EDGX-2015-47 and should be
submitted on or before November 18, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\22\
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\22\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2015-27354 Filed 10-27-15; 8:45 am]
BILLING CODE 8011-01-P