Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend FINRA Rule 7640A (Data Products Offered by Nasdaq), 70277-70279 [2015-28809]
Download as PDF
Federal Register / Vol. 80, No. 219 / Friday, November 13, 2015 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76385; File No. SR–FINRA–
2015–045]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend FINRA Rule
7640A (Data Products Offered by
Nasdaq)
November 6, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
29, 2015, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) (f/k/a
National Association of Securities
Dealers, Inc. (‘‘NASD’’)) filed with the
Securities and Exchange Commission
(‘‘SEC’’ or ‘‘Commission’’) the proposed
rule change as described in Items I, II
below, which Items have been prepared
by FINRA. FINRA has designated the
proposed rule change as constituting a
‘‘non-controversial’’ rule change under
paragraph (f)(6) of Rule 19b–4 under the
Act,3 which renders the proposal
effective upon receipt of this filing by
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
FINRA is proposing to amend FINRA
Rule 7640A (Data Products Offered By
Nasdaq) to identify the Nasdaq Last Sale
Plus (‘‘NLS Plus’’) data feed, which
distributes FINRA/Nasdaq Trade
Reporting Facility (‘‘FINRA/Nasdaq
TRF’’ or ‘‘TRF’’) data to third parties.
Below is the text of the proposed rule
change. Proposed new language is in
italics.
*
*
*
*
*
7000. Clearing, Transaction and Order
Data Requirements, and Facility
Charges
*
*
*
*
*
jstallworth on DSK7TPTVN1PROD with NOTICES
7600. Data Products and Charges for
Trade Reporting Facility Services
7600A. Data Products and Charges for
FINRA/NASDAQ Trade Reporting
Facility Services
*
*
*
*
*
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.19b–4(f)(6).
2 17
VerDate Sep<11>2014
15:03 Nov 12, 2015
Jkt 238001
7640A. Data Products Offered by
NASDAQ
(a) through (b) No Change.
(c) The following data products
offered by Nasdaq pursuant to Nasdaq
rules use covered market data:
(1) No Change.
(2) Nasdaq Last Sale and Nasdaq Last
Sale Plus Data Feeds under Nasdaq Rule
7039; and
(3) No Change.
*
*
*
*
*
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission,
FINRA 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. FINRA 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
FINRA Rule 7640A describes FINRA’s
practices relating to the distribution of
market data for over-the-counter
(‘‘OTC’’) transactions in NMS stocks
generated through the operation of the
FINRA/Nasdaq TRF by Nasdaq, Inc.
(‘‘NASDAQ’’), the Business Member
under the Limited Liability Company
agreement governing the FINRA/Nasdaq
TRF (the ‘‘LLC Agreement’’),4 and its
affiliate, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’). Rule 7640A was
adopted pursuant to SR–FINRA–2014–
002, which describes in greater detail
the TRF framework and FINRA’s
oversight of TRF operations and use of
FINRA/Nasdaq TRF data in Nasdaq
market data products.5 As described in
that filing, although the FINRA/Nasdaq
4 As approved by its board of directors and the
Commission [sic], effective September 8, 2015,
NASDAQ changed its legal name from The
NASDAQ OMX Group, Inc. to Nasdaq, Inc. See
Nasdaq, Inc. Form 8–K Current Report (filed
September 8, 2015) (available at www.sec.gov/
Archives/edgar/data/1120193/
000119312515314459/d48431d8k.htm).
FINRA and NASDAQ are in the process of
amending the LLC Agreement to reflect the name
change. FINRA will file a separate proposed rule
change to update the FINRA manual, including
Rule 7640A, accordingly.
5 See Securities Exchange Act Release No. 71350
(January 17, 2014), 79 FR 4218 (January 24, 2014)
(Notice of Filing and Immediate Effectiveness; File
No. SR–FINRA–2014–002).
PO 00000
Frm 00094
Fmt 4703
Sfmt 4703
70277
TRF is a facility of FINRA and TRF data
is OTC data for which FINRA is
responsible under the Act, NASDAQ, as
the Business Member, has the
contractual right to develop market data
products using TRF data. As such, use
of FINRA/Nasdaq TRF data is
conducted through Nasdaq, is subject to
a separate proposed rule change filed
with the Commission by Nasdaq in its
capacity as a self-regulatory
organization (‘‘SRO’’) and must satisfy
the appropriate statutory standards.
Paragraph (a) of Rule 7640A codifies
the contractual arrangement between
FINRA and NASDAQ and provides for
the overall structure relating to the
FINRA/Nasdaq TRF and the permissible
use of FINRA/Nasdaq TRF data.
Paragraph (b) provides that fees for
market data products that use FINRA/
Nasdaq TRF data are charged by Nasdaq
under Nasdaq rules. Nasdaq must adopt
such fees pursuant to a proposed rule
change submitted to the Commission
under Section 19(b) of the Act, and must
demonstrate that the fees are consistent
with the requirements of the Act,
including that they are reasonable,
equitably allocated and not unfairly
discriminatory. Paragraph (c) identifies
Nasdaq rules relating to products that
use FINRA/Nasdaq TRF data, including
Nasdaq Rule 7039 relating to the Nasdaq
Last Sale (‘‘NLS’’) data feeds.6
On June 22, 2015, the Commission
approved proposed rule change SR–
NASDAQ–2015–055, pursuant to which
Nasdaq proposed to amend Nasdaq Rule
7039 to fully reflect the NLS Plus data
feed and to rename the rule ‘‘Nasdaq
Last Sale and Nasdaq Last Sale Plus
Data Feeds.’’ 7 As described in Nasdaq’s
filing, NLS Plus has been offered since
2010 via NASDAQ OMX Information
LLC, a subsidiary of NASDAQ. As
further described in Nasdaq’s filing, in
offering NLS Plus, NASDAQ OMX
Information LLC is acting as a
redistributor of the last sale products
already offered by NASDAQ’s three
equity exchanges (Nasdaq, NASDAQ
OMX BX and NASDAQ OMX PSX), as
well as volume information provided by
the securities information processors
(‘‘SIPs’’). As such, NLS Plus includes
transactions from all of NASDAQ’s
equity markets, as well as the FINRA/
Nasdaq TRF data that is included in the
current NLS product, as contemplated
under Rule 7640A. In other words,
6 Pursuant to Nasdaq Rule 7039, the NLS data
feeds combine both Nasdaq Market Center and
FINRA/Nasdaq TRF last sale data and provide realtime execution price, volume and time information
for each reported sale.
7 See Securities Exchange Act Release No. 75257
(June 22, 2015), 80 FR 36862 (June 26, 2015) (Order
Approving File No. SR–NASDAQ–2015–055).
E:\FR\FM\13NON1.SGM
13NON1
jstallworth on DSK7TPTVN1PROD with NOTICES
70278
Federal Register / Vol. 80, No. 219 / Friday, November 13, 2015 / Notices
NASDAQ OMX Information LLC
redistributes last sale data that has been
the subject of a proposed rule change
filed with the Commission at prices that
have also been the subject of a proposed
rule change filed with the Commission.
Because the NLS Plus product
provides a subset of the same last sale
data that is disseminated by the SIPs,
the feed is structured so that data is not
provided to the NLS Plus product
sooner than it is provided to the SIPs.
NASDAQ currently monitors for
potential latency by comparing the time
of the dissemination of FINRA/Nasdaq
TRF data to the SIPs and to the NLS
data feeds, including NLS Plus. In that
regard, NASDAQ has made specific
commitments and undertakings with
respect to its products that use FINRA/
Nasdaq TRF data, including that,
consistent with the Commission’s
interpretation of Rule 603(a) under SEC
Regulation NMS, it will not transmit
any FINRA/Nasdaq TRF transactions
data to a vendor or user any sooner than
the FINRA/Nasdaq TRF transmits the
data to the SIPs.8 Thus, FINRA believes
that the NLS Plus product satisfies the
requirement that FINRA/Nasdaq TRF
transaction data not be disseminated to
a vendor or user any sooner than such
data is transmitted to the SIPs.
Accordingly, FINRA is proposing to
amend Rule 7640A(c)(2) to identify the
NLS Plus product in the cross-reference
to Nasdaq Rule 7039. FINRA believes
that the proposed rule change will
ensure that Rule 7640A accurately
reflects the Nasdaq products that use
FINRA/Nasdaq TRF data.
On July 24, 2015, Nasdaq filed
proposed rule change SR–NASDAQ–
2015–088 to amend Nasdaq Rule 7039
with language indicating fees for NLS
Plus.9 Specifically, firms that receive
the NLS Plus feed pay annual
administration fees for applicable
NASDAQ equity exchanges ($1,000 for
Nasdaq, $1,000 for BX and $1,000 for
PSX), are liable for NLS or Nasdaq Basic
fees under Nasdaq Rules and, pursuant
to SR–NASDAQ–2015–088, pay a data
consolidation fee of $350 per month. As
stated in Nasdaq’s filing, the NLS Plus
fee is a codification of the existing NLS
Plus fee, with the addition of a monthly
data consolidation fee, and as such,
meets the requirements of the Act.
FINRA has filed the proposed rule
change for immediate effectiveness.
FINRA is proposing that the proposed
rule change will be operative
immediately upon filing.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(6) of the Act,10 which
requires, among other things, that
FINRA rules be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, and, in general, to
protect investors and the public interest.
FINRA believes the proposed rule
change will provide greater clarity to
members and the public regarding
Nasdaq market data products that use
FINRA/Nasdaq TRF data by specifically
identifying NLS Plus under Rule 7640A.
In addition, consistent with SR–
NASDAQ–2015–055, NLS Plus is an
additional means by which investors
may access information about securities
transactions, thereby providing
investors with additional options for
accessing information that may help
inform their trading decisions. In
approving the NLS Plus product, the
Commission specifically determined
that it is consistent with the Act.11
FINRA also believes that the proposed
rule change is consistent with the
provisions of Section 15A(b)(5) of the
Act,12 which requires, among other
things, that FINRA rules provide for the
equitable allocation of reasonable dues,
fees and other charges among members
and issuers and other persons using any
facility or system that FINRA operates
or controls. As noted above, the fees for
the NLS Plus product are not charged by
FINRA under FINRA rules, but rather
are charged by Nasdaq under Nasdaq
rules. Such fees have been adopted
pursuant to a proposed rule change
submitted to the Commission pursuant
to Section 19(b) of the Act.13 In its
rulemaking, Nasdaq was required to
demonstrate that the fees are consistent
with the requirements of the Act,
including that they are reasonable,
equitably allocated and not unfairly
discriminatory. In its filing, Nasdaq
stated that the fees for the NLS Plus
product are simply a codification of the
existing fee structure, with the addition
of the consolidation fee. Nasdaq further
stated that the fees apply equally to all
firms that choose to subscribe to the
10 15
8 See
Securities Exchange Act Release No. 71350
(January 17, 2014), 79 FR 4218 (January 24, 2014)
(Notice of Filing and Immediate Effectiveness; File
No. SR–FINRA–2014–002).
9 See Securities Exchange Act Release No. 75600
(August 4, 2015), 80 FR 47968 (August 10, 2015)
(Notice of Filing and Immediate Effectiveness; File
No. SR–NASDAQ–2015–088).
VerDate Sep<11>2014
15:03 Nov 12, 2015
Jkt 238001
U.S.C. 78o–3(b)(6).
Securities Exchange Act Release No. 75257
(June 22, 2015), 80 FR 36862 (June 26, 2015) (Order
Approving File No. SR–NASDAQ–2015–055).
12 15 U.S.C. 78o-3(b)(5).
13 See Securities Exchange Act Release No. 75600
(August 4, 2015), 80 FR 47968 (August 10, 2015)
(Notice of Filing and Immediate Effectiveness; File
No. SR–NASDAQ–2015–088).
11 See
PO 00000
Frm 00095
Fmt 4703
Sfmt 4703
NLS Plus product, and no firm is
required to use NLS Plus.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
FINRA does not believe that the
proposed rule change will result in any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. As described
above, use of FINRA/Nasdaq TRF data
is conducted through Nasdaq, is subject
to a separate proposed rule change filed
with the Commission by Nasdaq in its
capacity as an SRO and must satisfy the
appropriate statutory standards. As
such, Nasdaq has the obligation of
assessing the potential impacts of the
NLS Plus product in its own
rulemaking. As described more fully in
SR–NASDAQ–2015–055, Nasdaq’s
ability to offer and price NLS Plus is
constrained by: (1) Competition between
exchanges and other trading platforms
that compete with each other in a
variety of dimensions; (2) the existence
of inexpensive real-time consolidated
data and market-specific data and free
delayed consolidated data; and (3) the
inherent contestability of the market for
proprietary last sale data.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 14 and Rule 19b–
4(f)(6) thereunder.15
A proposed rule change filed
pursuant to Rule 19b-4(f)(6) under the
Act normally does not become operative
for 30 days after the date of its filing.
However, Rule 19b–4(f)(6)(iii) permits
the Commission to designate a shorter
time if such action is consistent with the
protection of investors and the public
interest. FINRA has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative upon filing. The
Commission believes that waiver of the
14 15
15 17
E:\FR\FM\13NON1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b-4(f)(6).
13NON1
Federal Register / Vol. 80, No. 219 / Friday, November 13, 2015 / Notices
30-day operative delay is appropriate
because the proposed rule change
merely adds a reference to Nasdaq Last
Sale Plus Data Feeds to Rule 7640A to
reflect recently approved changes to
NASDAQ’s rules. Based on the
foregoing, the Commission believes that
the waiver of the operative delay is
consistent with the protection of
investors and the public interest.16 The
Commission hereby grants the waiver
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 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:
jstallworth on DSK7TPTVN1PROD with NOTICES
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–
FINRA–2015–045 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–FINRA–2015–045. 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
16 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).
VerDate Sep<11>2014
15:03 Nov 12, 2015
Jkt 238001
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
a.m. and 3 p.m. Copies of such filing
also will be available for inspection and
copying at the principal office of
FINRA. 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–FINRA–2015–045 and
should be submitted on or before
December 4, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–28809 Filed 11–12–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76383; File No. SR–BX–
2015–063]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Regarding
NASDAQ Last Sale Plus
November 6, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on October
27, 2015, NASDAQ OMX BX, Inc. (‘‘BX’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by the Exchange. 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 proposes to amend BX
Rule 7039 (BX Last Sale and NASDAQ
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
70279
Last Sale Plus Data Feeds) with
language clarifying that the data
consolidation component of the fees for
NASDAQ Last Sale Plus (‘‘NLS Plus’’),
a comprehensive data feed offered by
NASDAQ OMX Information LLC,3 will
be charged solely to firms that are
Internal Distributors and External
Distributors (collectively, ‘‘Distributors’’
of the data feed) that receive a NLS Plus
direct data feed.4
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxbx.cchwallstreet.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 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 proposal is to
amend BX Rule 7039 with language
clarifying that the data consolidation
component of the fees for NLS Plus will
be charged solely to firms that are
3 NASDAQ OMX Information LLC is a subsidiary
of Nasdaq, Inc. (formerly, The NASDAQ OMX
Group, Inc.), separate and apart from The NASDAQ
Stock Market LLC. The primary purpose of
NASDAQ OMX Information LLC is to combine
publicly available data from the three filed last sale
products of the exchange subsidiaries of Nasdaq,
Inc. and from the network processors for the ease
and convenience of market data users and vendors,
and ultimately the investing public. In that role, the
function of NASDAQ OMX Information LLC is
analogous to that of other market data vendors, and
it has no competitive advantage over other market
data vendors; NASDAQ OMX Information LLC
performs precisely the same functions as
Bloomberg, Thomson Reuters, and other market
data vendors.
4 ‘‘Internal Distributors’’ are Distributors that
receive NASDAQ Last Sale Plus data and then
distribute that data to one or more Subscribers
within the Distributor’s own entity. ‘‘External
Distributors’’ are Distributors that receive NASDAQ
Last Sale Plus data and then distribute that data to
one or more Subscribers outside the Distributor’s
own entity. Internal Distributors and External
Distributors are together known as ‘‘Distributors’’.
Proposed BX Rule 7039(b)(1).
E:\FR\FM\13NON1.SGM
13NON1
Agencies
[Federal Register Volume 80, Number 219 (Friday, November 13, 2015)]
[Notices]
[Pages 70277-70279]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-28809]
[[Page 70277]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76385; File No. SR-FINRA-2015-045]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend FINRA Rule 7640A (Data Products Offered
by Nasdaq)
November 6, 2015.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on October 29, 2015, Financial Industry Regulatory Authority, Inc.
(``FINRA'') (f/k/a National Association of Securities Dealers, Inc.
(``NASD'')) filed with the Securities and Exchange Commission (``SEC''
or ``Commission'') the proposed rule change as described in Items I, II
below, which Items have been prepared by FINRA. FINRA has designated
the proposed rule change as constituting a ``non-controversial'' rule
change under paragraph (f)(6) of Rule 19b-4 under the Act,\3\ which
renders the proposal effective upon receipt of this filing by 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\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
FINRA is proposing to amend FINRA Rule 7640A (Data Products Offered
By Nasdaq) to identify the Nasdaq Last Sale Plus (``NLS Plus'') data
feed, which distributes FINRA/Nasdaq Trade Reporting Facility (``FINRA/
Nasdaq TRF'' or ``TRF'') data to third parties.
Below is the text of the proposed rule change. Proposed new
language is in italics.
* * * * *
7000. Clearing, Transaction and Order Data Requirements, and Facility
Charges
* * * * *
7600. Data Products and Charges for Trade Reporting Facility Services
7600A. Data Products and Charges for FINRA/NASDAQ Trade Reporting
Facility Services
* * * * *
7640A. Data Products Offered by NASDAQ
(a) through (b) No Change.
(c) The following data products offered by Nasdaq pursuant to
Nasdaq rules use covered market data:
(1) No Change.
(2) Nasdaq Last Sale and Nasdaq Last Sale Plus Data Feeds under
Nasdaq Rule 7039; and
(3) No Change.
* * * * *
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, FINRA 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. FINRA 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
FINRA Rule 7640A describes FINRA's practices relating to the
distribution of market data for over-the-counter (``OTC'') transactions
in NMS stocks generated through the operation of the FINRA/Nasdaq TRF
by Nasdaq, Inc. (``NASDAQ''), the Business Member under the Limited
Liability Company agreement governing the FINRA/Nasdaq TRF (the ``LLC
Agreement''),\4\ and its affiliate, The NASDAQ Stock Market LLC
(``Nasdaq''). Rule 7640A was adopted pursuant to SR-FINRA-2014-002,
which describes in greater detail the TRF framework and FINRA's
oversight of TRF operations and use of FINRA/Nasdaq TRF data in Nasdaq
market data products.\5\ As described in that filing, although the
FINRA/Nasdaq TRF is a facility of FINRA and TRF data is OTC data for
which FINRA is responsible under the Act, NASDAQ, as the Business
Member, has the contractual right to develop market data products using
TRF data. As such, use of FINRA/Nasdaq TRF data is conducted through
Nasdaq, is subject to a separate proposed rule change filed with the
Commission by Nasdaq in its capacity as a self-regulatory organization
(``SRO'') and must satisfy the appropriate statutory standards.
---------------------------------------------------------------------------
\4\ As approved by its board of directors and the Commission
[sic], effective September 8, 2015, NASDAQ changed its legal name
from The NASDAQ OMX Group, Inc. to Nasdaq, Inc. See Nasdaq, Inc.
Form 8-K Current Report (filed September 8, 2015) (available at
www.sec.gov/Archives/edgar/data/1120193/000119312515314459/d48431d8k.htm).
FINRA and NASDAQ are in the process of amending the LLC
Agreement to reflect the name change. FINRA will file a separate
proposed rule change to update the FINRA manual, including Rule
7640A, accordingly.
\5\ See Securities Exchange Act Release No. 71350 (January 17,
2014), 79 FR 4218 (January 24, 2014) (Notice of Filing and Immediate
Effectiveness; File No. SR-FINRA-2014-002).
---------------------------------------------------------------------------
Paragraph (a) of Rule 7640A codifies the contractual arrangement
between FINRA and NASDAQ and provides for the overall structure
relating to the FINRA/Nasdaq TRF and the permissible use of FINRA/
Nasdaq TRF data. Paragraph (b) provides that fees for market data
products that use FINRA/Nasdaq TRF data are charged by Nasdaq under
Nasdaq rules. Nasdaq must adopt such fees pursuant to a proposed rule
change submitted to the Commission under Section 19(b) of the Act, and
must demonstrate that the fees are consistent with the requirements of
the Act, including that they are reasonable, equitably allocated and
not unfairly discriminatory. Paragraph (c) identifies Nasdaq rules
relating to products that use FINRA/Nasdaq TRF data, including Nasdaq
Rule 7039 relating to the Nasdaq Last Sale (``NLS'') data feeds.\6\
---------------------------------------------------------------------------
\6\ Pursuant to Nasdaq Rule 7039, the NLS data feeds combine
both Nasdaq Market Center and FINRA/Nasdaq TRF last sale data and
provide real-time execution price, volume and time information for
each reported sale.
---------------------------------------------------------------------------
On June 22, 2015, the Commission approved proposed rule change SR-
NASDAQ-2015-055, pursuant to which Nasdaq proposed to amend Nasdaq Rule
7039 to fully reflect the NLS Plus data feed and to rename the rule
``Nasdaq Last Sale and Nasdaq Last Sale Plus Data Feeds.'' \7\ As
described in Nasdaq's filing, NLS Plus has been offered since 2010 via
NASDAQ OMX Information LLC, a subsidiary of NASDAQ. As further
described in Nasdaq's filing, in offering NLS Plus, NASDAQ OMX
Information LLC is acting as a redistributor of the last sale products
already offered by NASDAQ's three equity exchanges (Nasdaq, NASDAQ OMX
BX and NASDAQ OMX PSX), as well as volume information provided by the
securities information processors (``SIPs''). As such, NLS Plus
includes transactions from all of NASDAQ's equity markets, as well as
the FINRA/Nasdaq TRF data that is included in the current NLS product,
as contemplated under Rule 7640A. In other words,
[[Page 70278]]
NASDAQ OMX Information LLC redistributes last sale data that has been
the subject of a proposed rule change filed with the Commission at
prices that have also been the subject of a proposed rule change filed
with the Commission.
---------------------------------------------------------------------------
\7\ See Securities Exchange Act Release No. 75257 (June 22,
2015), 80 FR 36862 (June 26, 2015) (Order Approving File No. SR-
NASDAQ-2015-055).
---------------------------------------------------------------------------
Because the NLS Plus product provides a subset of the same last
sale data that is disseminated by the SIPs, the feed is structured so
that data is not provided to the NLS Plus product sooner than it is
provided to the SIPs. NASDAQ currently monitors for potential latency
by comparing the time of the dissemination of FINRA/Nasdaq TRF data to
the SIPs and to the NLS data feeds, including NLS Plus. In that regard,
NASDAQ has made specific commitments and undertakings with respect to
its products that use FINRA/Nasdaq TRF data, including that, consistent
with the Commission's interpretation of Rule 603(a) under SEC
Regulation NMS, it will not transmit any FINRA/Nasdaq TRF transactions
data to a vendor or user any sooner than the FINRA/Nasdaq TRF transmits
the data to the SIPs.\8\ Thus, FINRA believes that the NLS Plus product
satisfies the requirement that FINRA/Nasdaq TRF transaction data not be
disseminated to a vendor or user any sooner than such data is
transmitted to the SIPs.
---------------------------------------------------------------------------
\8\ See Securities Exchange Act Release No. 71350 (January 17,
2014), 79 FR 4218 (January 24, 2014) (Notice of Filing and Immediate
Effectiveness; File No. SR-FINRA-2014-002).
---------------------------------------------------------------------------
Accordingly, FINRA is proposing to amend Rule 7640A(c)(2) to
identify the NLS Plus product in the cross-reference to Nasdaq Rule
7039. FINRA believes that the proposed rule change will ensure that
Rule 7640A accurately reflects the Nasdaq products that use FINRA/
Nasdaq TRF data.
On July 24, 2015, Nasdaq filed proposed rule change SR-NASDAQ-2015-
088 to amend Nasdaq Rule 7039 with language indicating fees for NLS
Plus.\9\ Specifically, firms that receive the NLS Plus feed pay annual
administration fees for applicable NASDAQ equity exchanges ($1,000 for
Nasdaq, $1,000 for BX and $1,000 for PSX), are liable for NLS or Nasdaq
Basic fees under Nasdaq Rules and, pursuant to SR-NASDAQ-2015-088, pay
a data consolidation fee of $350 per month. As stated in Nasdaq's
filing, the NLS Plus fee is a codification of the existing NLS Plus
fee, with the addition of a monthly data consolidation fee, and as
such, meets the requirements of the Act.
---------------------------------------------------------------------------
\9\ See Securities Exchange Act Release No. 75600 (August 4,
2015), 80 FR 47968 (August 10, 2015) (Notice of Filing and Immediate
Effectiveness; File No. SR-NASDAQ-2015-088).
---------------------------------------------------------------------------
FINRA has filed the proposed rule change for immediate
effectiveness. FINRA is proposing that the proposed rule change will be
operative immediately upon filing.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(6) of the Act,\10\ which requires, among
other things, that FINRA rules be designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, and, in general, to protect investors and the
public interest. FINRA believes the proposed rule change will provide
greater clarity to members and the public regarding Nasdaq market data
products that use FINRA/Nasdaq TRF data by specifically identifying NLS
Plus under Rule 7640A. In addition, consistent with SR-NASDAQ-2015-055,
NLS Plus is an additional means by which investors may access
information about securities transactions, thereby providing investors
with additional options for accessing information that may help inform
their trading decisions. In approving the NLS Plus product, the
Commission specifically determined that it is consistent with the
Act.\11\
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78o-3(b)(6).
\11\ See Securities Exchange Act Release No. 75257 (June 22,
2015), 80 FR 36862 (June 26, 2015) (Order Approving File No. SR-
NASDAQ-2015-055).
---------------------------------------------------------------------------
FINRA also believes that the proposed rule change is consistent
with the provisions of Section 15A(b)(5) of the Act,\12\ which
requires, among other things, that FINRA rules provide for the
equitable allocation of reasonable dues, fees and other charges among
members and issuers and other persons using any facility or system that
FINRA operates or controls. As noted above, the fees for the NLS Plus
product are not charged by FINRA under FINRA rules, but rather are
charged by Nasdaq under Nasdaq rules. Such fees have been adopted
pursuant to a proposed rule change submitted to the Commission pursuant
to Section 19(b) of the Act.\13\ In its rulemaking, Nasdaq was required
to demonstrate that the fees are consistent with the requirements of
the Act, including that they are reasonable, equitably allocated and
not unfairly discriminatory. In its filing, Nasdaq stated that the fees
for the NLS Plus product are simply a codification of the existing fee
structure, with the addition of the consolidation fee. Nasdaq further
stated that the fees apply equally to all firms that choose to
subscribe to the NLS Plus product, and no firm is required to use NLS
Plus.
---------------------------------------------------------------------------
\12\ 15 U.S.C. 78o-3(b)(5).
\13\ See Securities Exchange Act Release No. 75600 (August 4,
2015), 80 FR 47968 (August 10, 2015) (Notice of Filing and Immediate
Effectiveness; File No. SR-NASDAQ-2015-088).
---------------------------------------------------------------------------
B. Self-Regulatory Organization's Statement on Burden on Competition
FINRA does not believe that the proposed rule change will result in
any burden on competition that is not necessary or appropriate in
furtherance of the purposes of the Act. As described above, use of
FINRA/Nasdaq TRF data is conducted through Nasdaq, is subject to a
separate proposed rule change filed with the Commission by Nasdaq in
its capacity as an SRO and must satisfy the appropriate statutory
standards. As such, Nasdaq has the obligation of assessing the
potential impacts of the NLS Plus product in its own rulemaking. As
described more fully in SR-NASDAQ-2015-055, Nasdaq's ability to offer
and price NLS Plus is constrained by: (1) Competition between exchanges
and other trading platforms that compete with each other in a variety
of dimensions; (2) the existence of inexpensive real-time consolidated
data and market-specific data and free delayed consolidated data; and
(3) the inherent contestability of the market for proprietary last sale
data.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A) of the Act \14\ and Rule 19b-
4(f)(6) thereunder.\15\
---------------------------------------------------------------------------
\14\ 15 U.S.C. 78s(b)(3)(A).
\15\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
A proposed rule change filed pursuant to Rule 19b-4(f)(6) under the
Act normally does not become operative for 30 days after the date of
its filing. However, Rule 19b-4(f)(6)(iii) permits the Commission to
designate a shorter time if such action is consistent with the
protection of investors and the public interest. FINRA has asked the
Commission to waive the 30-day operative delay so that the proposal may
become operative upon filing. The Commission believes that waiver of
the
[[Page 70279]]
30-day operative delay is appropriate because the proposed rule change
merely adds a reference to Nasdaq Last Sale Plus Data Feeds to Rule
7640A to reflect recently approved changes to NASDAQ's rules. Based on
the foregoing, the Commission believes that the waiver of the operative
delay is consistent with the protection of investors and the public
interest.\16\ The Commission hereby grants the waiver and designates
the proposal operative upon filing.
---------------------------------------------------------------------------
\16\ 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).
---------------------------------------------------------------------------
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 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 Number SR-FINRA-2015-045 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-FINRA-2015-045. 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
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of FINRA. 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-FINRA-2015-045 and should be
submitted on or before December 4, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
---------------------------------------------------------------------------
\17\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-28809 Filed 11-12-15; 8:45 am]
BILLING CODE 8011-01-P