Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Establish an Examination Fee for the Securities Trader Qualification Examination (Series 57), 70862-70864 [2015-28860]
Download as PDF
70862
Federal Register / Vol. 80, No. 220 / Monday, November 16, 2015 / Notices
Commission shall institute proceedings
under Section 19(b)(2)(B) 12 of the Act to
determine whether the proposed rule
change 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–
NYSE–2015–56 on the subject line.
Paper Comments
tkelley on DSK3SPTVN1PROD with NOTICES
• 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–NYSE–2015–56. 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–NYSE–
12 15
U.S.C. 78s(b)(2)(B).
VerDate Sep<11>2014
19:47 Nov 13, 2015
2015–56 and should be submitted on or
before December 7, 2015.13
SECURITIES AND EXCHANGE
COMMISSION
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.
Robert W. Errett,
Deputy Secretary.
[Release No. 34–76391; File No. SR–FINRA–
2015–044]
[FR Doc. 2015–28865 Filed 11–13–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
November 9, 2015.
[File No. 500–1]
In the Matter of Tirex Corporation,
Order of Suspension of Trading
November 12, 2015.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of The Tirex
Corporation (‘‘Tirex’’) because it has not
filed any periodic reports since it filed
a Form 10–K for the period ended June
30, 2009 on March 1, 2011. Tirex is a
Delaware corporation based in Wilton,
Connecticut. Its securities are quoted on
OTC Link (previously ‘‘Pink Sheets’’),
operated by OTC Markets Group, Inc.
under the ticker symbol ‘‘TXMC.’’
The Commission is of the opinion that
the public interest and the protection of
investors require a suspension of trading
in the securities of the above-listed
company.
Therefore, it is ordered, pursuant to
Section 12(k) of the Securities Exchange
Act of 1934, that trading in the
securities of the above-listed company is
suspended for the period from 9:30 a.m.
EST on November 12, 2015, through
11:59 p.m. EST on November 25, 2015.
By the Commission.
Jill M. Peterson,
Assistant Secretary.
[FR Doc. 2015–29287 Filed 11–12–15; 4:15 pm]
BILLING CODE 8011–01–P
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’’) 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 FINRA. FINRA has
designated the proposed rule change as
‘‘establishing or changing a due, fee or
other charge’’ under Section
19(b)(3)(A)(ii) of the Act 3 and Rule 19b–
4(f)(2) thereunder,4 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 the Substance
of the Proposed Rule Change
FINRA is proposing to amend Section
4(c) of Schedule A to the FINRA ByLaws to establish an examination fee for
the Securities Trader qualification
examination (Series 57).
The text of the proposed rule change
is available on FINRA’s Web site at
https://www.finra.org, at the principal
office of FINRA 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,
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,
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(ii).
4 17 CFR 240.19b–4(f)(2).
2 17
13 17
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Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Establish an
Examination Fee for the Securities
Trader Qualification Examination
(Series 57)
PO 00000
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Federal Register / Vol. 80, No. 220 / Monday, November 16, 2015 / Notices
and C below, of the most significant
aspects of such statements.
57 examination will replace the Series
56 examination for those exchange
registration categories, such as the
Proprietary Trader Principal registration
category, where the Series 56
examination is currently an acceptable
prerequisite.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
tkelley on DSK3SPTVN1PROD with NOTICES
Background
The SEC recently approved
amendments to FINRA rules to establish
two new registration categories for
associated persons who engage in the
securities trading activities specified in
NASD Rule 1032(f) and for principals
who supervise such activities: (1)
Securities Traders; and (2) Securities
Trader Principals.5 The Securities
Trader registration category and
associated examination (Series 57) 6 will
replace the current Equity Trader
registration category and associated
examination (Series 55).7 Further,
unlike Equity Trader registration, there
is no prerequisite registration
requirement for Securities Trader
registration.8 To qualify for registration
as a Securities Trader, an eligible
candidate must only pass the Series 57
examination. In addition, to qualify for
registration as a Securities Trader
Principal, an associated person must be
registered as a Securities Trader and
pass the General Securities Principal
qualification examination (Series 24).9
FINRA is expecting the national
securities exchanges to also file
amendments to their respective
registration rules relating to securities
trading activities to replace the
Proprietary Trader qualification
examination (Series 56) with the Series
57 examination.10 In addition, the Series
5 See Securities Exchange Act Release No. 75783
(August 28, 2015), 80 FR 53369 (September 3, 2015)
(Order Approving File No. SR–FINRA–2015–017).
6 FINRA has filed the Series 57 examination
program with the SEC for immediate effectiveness.
See SR–FINRA–2015–042 (October 13, 2015)
(Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Relating to the New
Securities Trader Qualification Examination (Series
57)).
7 The fee for the Series 55 examination is $110.
8 Before registration as an Equity Trader may
become effective, an associated person must be
registered as either a General Securities
Representative (Series 7) or Corporate Securities
Representative (Series 62). The fee for the Series 7
examination is $305, and the fee for the Series 62
examination is $95.
9 The fee for the Series 24 examination is $120.
10 For instance, under the rules of the Chicago
Board Options Exchange (CBOE), an individual
trading permit holder or individual associated
person who is engaged in proprietary trading,
market-making or effecting transactions on behalf of
a broker-dealer is required to register and qualify as
a Proprietary Trader. See Interpretation and Policy
.08(a)(1) to CBOE Rule 3.6A (Qualification and
Registration of Trading Permit Holders and
Associated Persons). To qualify as a Proprietary
VerDate Sep<11>2014
19:47 Nov 13, 2015
Jkt 238001
Proposal
FINRA currently administers
examinations electronically through the
PROCTOR® system 11 at testing centers
operated by vendors under contract
with FINRA. FINRA charges an
examination fee to candidates for
FINRA-sponsored and co-sponsored
examinations to cover the development,
maintenance and delivery of these
examinations.12 Consistent with this
practice, FINRA is proposing to amend
Section 4(c) of Schedule A to the FINRA
By-Laws to establish a fee of $120 for
the Series 57 examination.13
FINRA has filed the proposed rule
change for immediate effectiveness.
FINRA is expecting to implement the
proposed rule change on January 4,
2016, which coincides with the
anticipated implementation date for the
Securities Trader registration category
and examination program.
2. Statutory Basis
FINRA believes that the proposed rule
change is consistent with the provisions
of Section 15A(b)(5) of the Act,14 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.
FINRA believes that the proposed rule
change constitutes an equitable
allocation of fees as the examination fee
will be used to cover FINRA’s costs in
developing, maintaining and delivering
the examination and will be assessed
Trader under the CBOE rules, an individual must
pass the Series 56 examination or be registered as
a General Securities Representative. See
Interpretation and Policy .08(b) to CBOE Rule 3.6A.
FINRA administers the Series 56 examination on
behalf of the national securities exchanges. The fee
for the Series 56 examination is $195.
11 PROCTOR is a computer system that is
specifically designed for the administration and
delivery of computer-based testing and training.
12 Delivery costs vary based on the length of the
examination because FINRA pays its delivery
vendors an hourly rate for seat time at test delivery
centers. The length of the Series 57 examination
will be longer than the Series 55 examination as
well as the Series 56 examination.
13 Consequently, the total examination fee for
associated persons registering as Securities Trader
Principals will be $240, which includes the
proposed fee for the Series 57 examination ($120)
and the current fee for the Series 24 examination
($120).
14 15 U.S.C. 78o–3(b)(5).
PO 00000
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Fmt 4703
Sfmt 4703
70863
only on those individuals who will take
the Series 57 examination. FINRA
further believes that the proposed fee for
the Series 57 examination is reasonable
because it is aligned with the overall
cost associated with the Series 57
examination program. Accordingly,
FINRA believes that the proposed fee for
the Series 57 examination is equitably
allocated and reasonable.
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. FINRA
believes that the establishment of the fee
for the Series 57 examination will have
a limited economic impact on the
industry.
In proposing a fee of $120 for the
Series 57 examination, FINRA applied
the same criteria as it does for
establishing the fees for other FINRA
qualification examinations. The primary
factors that FINRA considered include
the number of test questions, test
session time, staff effort associated with
test development and delivery,
corporate overhead and operational and
technology costs associated with
maintaining the PROCTOR system (i.e.,
item banking, test authoring and test
delivery). The proposed fee was also
compared with the fees for qualification
examinations with comparable test
session times (e.g., the Series 24 and
Series 27 examinations 15), because a
primary cost of administering
examinations is vendor fees.
Moreover, the proposed rule change
will reduce the examination fees for the
registration of associated persons who
are required to be registered to engage
in or supervise securities trading.
Economic Impact Assessment
The need for the rule and the
regulatory objective are discussed
previously.
• Economic Baseline
Currently, associated persons who
engage in the securities trading
activities specified under NASD Rule
1032(f) or who directly supervise such
activities, including principals, are
required to take and pass the Series 55
examination in combination with other
examinations. As described above, the
new registration categories of Securities
Trader and Securities Trader Principal
will allow such individuals to engage in
15 The Series 27 examination qualifies an
associated person to function as a Financial and
Operations Principal. The fee for the Series 27
examination is $120.
E:\FR\FM\16NON1.SGM
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70864
Federal Register / Vol. 80, No. 220 / Monday, November 16, 2015 / Notices
the same trading and supervisory
activities by taking and passing fewer
examinations. Specifically, individuals
will no longer be required to take and
pass a prerequisite examination, such as
the Series 7 or Series 62 examination, to
engage in or supervise securities
trading. Thus, the proposed rule change
will reduce the overall costs, including
the cost of having to sit for additional
examinations, on individuals who will
engage in or supervise securities trading
under the new categories, as well as the
costs on their associated firms.
Based on a survey of Equity Traders,
FINRA understands that some Equity
Traders, albeit a limited number,
currently engage in sales activities in
addition to securities trading. Today,
such individuals may engage in sales
activities because, concurrent to
registration as an Equity Trader, they are
registered as either a General Securities
Representative or Corporate Securities
Representative. However, a newlyregistered Securities Trader who will be
engaging in sales activities in addition
to securities trading must separately
register in an appropriate sales-related
registration category (e.g., General
Securities Representative or Corporate
Securities Representative). As a result,
such individuals may experience an
increase in their total examination fees.
tkelley on DSK3SPTVN1PROD with NOTICES
• Economic Impacts
The proposed rule change will reduce
the examination fees for the registration
of associated persons who are required
to be registered to engage in or supervise
securities trading. By way of example,
the current examination fee for
registering as an Equity Trader is $415
(for associated persons who take the
Series 7 and 55 examinations) or $205
(for associated persons who take the
Series 62 and 55 examinations). Under
the proposed rule change, the
examination fee for registering as a
Securities Trader will be $120.
Assuming a constant examination
volume at the 2014 level, FINRA
estimates that the aggregate cost savings
will be approximately $188,000 per year
for individuals who currently take the
Series 7 and 55 examinations or Series
62 and 55 examinations to engage only
in securities trading. In addition, the
current examination fee for registering
as a Proprietary Trader is $305 (for
individuals who take the Series 7
examination) or $195 (for individuals
who take the Series 56 examination).
Assuming a constant volume at the 2014
level, FINRA estimates that the
aggregate cost savings for individuals
who currently take the Series 56
examination to engage in securities
VerDate Sep<11>2014
19:47 Nov 13, 2015
Jkt 238001
trading will be approximately $58,200
per year.16
As noted above, newly-registered
persons who will engage in both sales
and trading activities may experience an
increase in their total examination fees.
For instance, the examination fee for
associated persons who will take the
Series 7 and 57 examinations to engage
in both sales and trading activities will
be $425 compared to the current fee of
$415 for associated persons who take
the Series 7 and 55 examinations to
engage in such activities.
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
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 17 and paragraph (f)(2) of Rule
19b–4 thereunder.18 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–2015–044 on the subject line.
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–FINRA–2015–044. 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
offices 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–
2015–044, and should be submitted on
or before December 7, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–28860 Filed 11–13–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[File No. 500–1]
In the Matter of Riverdale Mining Inc.,
and Tresoro Mining Corp., Order of
Suspension of Trading
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
November 12, 2015.
It appears to the Securities and
Exchange Commission that there is a
lack of current and accurate information
concerning the securities of Riverdale
Mining Inc. (CIK No. 1402357), a
revoked Nevada corporation with its
principal place of business listed as
16 FINRA does not have data on the number of
individuals who take the Series 7 examination and
register as General Securities Representatives in
order to function as Proprietary Traders and engage
in securities trading.
17 15 U.S.C. 78s(b)(3)(A).
18 17 CFR 240.19b–4(f)(2).
PO 00000
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19 17
E:\FR\FM\16NON1.SGM
CFR 200.30–3(a)(12).
16NON1
Agencies
[Federal Register Volume 80, Number 220 (Monday, November 16, 2015)]
[Notices]
[Pages 70862-70864]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-28860]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76391; File No. SR-FINRA-2015-044]
Self-Regulatory Organizations; Financial Industry Regulatory
Authority, Inc.; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Establish an Examination Fee for the Securities
Trader Qualification Examination (Series 57)
November 9, 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'') 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 FINRA. FINRA has
designated the proposed rule change as ``establishing or changing a
due, fee or other charge'' under Section 19(b)(3)(A)(ii) of the Act \3\
and Rule 19b-4(f)(2) thereunder,\4\ 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\ 15 U.S.C. 78s(b)(3)(A)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
FINRA is proposing to amend Section 4(c) of Schedule A to the FINRA
By-Laws to establish an examination fee for the Securities Trader
qualification examination (Series 57).
The text of the proposed rule change is available on FINRA's Web
site at https://www.finra.org, at the principal office of FINRA 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, 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,
[[Page 70863]]
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
Background
The SEC recently approved amendments to FINRA rules to establish
two new registration categories for associated persons who engage in
the securities trading activities specified in NASD Rule 1032(f) and
for principals who supervise such activities: (1) Securities Traders;
and (2) Securities Trader Principals.\5\ The Securities Trader
registration category and associated examination (Series 57) \6\ will
replace the current Equity Trader registration category and associated
examination (Series 55).\7\ Further, unlike Equity Trader registration,
there is no prerequisite registration requirement for Securities Trader
registration.\8\ To qualify for registration as a Securities Trader, an
eligible candidate must only pass the Series 57 examination. In
addition, to qualify for registration as a Securities Trader Principal,
an associated person must be registered as a Securities Trader and pass
the General Securities Principal qualification examination (Series
24).\9\
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release No. 75783 (August 28,
2015), 80 FR 53369 (September 3, 2015) (Order Approving File No. SR-
FINRA-2015-017).
\6\ FINRA has filed the Series 57 examination program with the
SEC for immediate effectiveness. See SR-FINRA-2015-042 (October 13,
2015) (Notice of Filing and Immediate Effectiveness of a Proposed
Rule Change Relating to the New Securities Trader Qualification
Examination (Series 57)).
\7\ The fee for the Series 55 examination is $110.
\8\ Before registration as an Equity Trader may become
effective, an associated person must be registered as either a
General Securities Representative (Series 7) or Corporate Securities
Representative (Series 62). The fee for the Series 7 examination is
$305, and the fee for the Series 62 examination is $95.
\9\ The fee for the Series 24 examination is $120.
---------------------------------------------------------------------------
FINRA is expecting the national securities exchanges to also file
amendments to their respective registration rules relating to
securities trading activities to replace the Proprietary Trader
qualification examination (Series 56) with the Series 57
examination.\10\ In addition, the Series 57 examination will replace
the Series 56 examination for those exchange registration categories,
such as the Proprietary Trader Principal registration category, where
the Series 56 examination is currently an acceptable prerequisite.
---------------------------------------------------------------------------
\10\ For instance, under the rules of the Chicago Board Options
Exchange (CBOE), an individual trading permit holder or individual
associated person who is engaged in proprietary trading, market-
making or effecting transactions on behalf of a broker-dealer is
required to register and qualify as a Proprietary Trader. See
Interpretation and Policy .08(a)(1) to CBOE Rule 3.6A (Qualification
and Registration of Trading Permit Holders and Associated Persons).
To qualify as a Proprietary Trader under the CBOE rules, an
individual must pass the Series 56 examination or be registered as a
General Securities Representative. See Interpretation and Policy
.08(b) to CBOE Rule 3.6A. FINRA administers the Series 56
examination on behalf of the national securities exchanges. The fee
for the Series 56 examination is $195.
---------------------------------------------------------------------------
Proposal
FINRA currently administers examinations electronically through the
PROCTOR[supreg] system \11\ at testing centers operated by vendors
under contract with FINRA. FINRA charges an examination fee to
candidates for FINRA-sponsored and co-sponsored examinations to cover
the development, maintenance and delivery of these examinations.\12\
Consistent with this practice, FINRA is proposing to amend Section 4(c)
of Schedule A to the FINRA By-Laws to establish a fee of $120 for the
Series 57 examination.\13\
---------------------------------------------------------------------------
\11\ PROCTOR is a computer system that is specifically designed
for the administration and delivery of computer-based testing and
training.
\12\ Delivery costs vary based on the length of the examination
because FINRA pays its delivery vendors an hourly rate for seat time
at test delivery centers. The length of the Series 57 examination
will be longer than the Series 55 examination as well as the Series
56 examination.
\13\ Consequently, the total examination fee for associated
persons registering as Securities Trader Principals will be $240,
which includes the proposed fee for the Series 57 examination ($120)
and the current fee for the Series 24 examination ($120).
---------------------------------------------------------------------------
FINRA has filed the proposed rule change for immediate
effectiveness. FINRA is expecting to implement the proposed rule change
on January 4, 2016, which coincides with the anticipated implementation
date for the Securities Trader registration category and examination
program.
2. Statutory Basis
FINRA believes that the proposed rule change is consistent with the
provisions of Section 15A(b)(5) of the Act,\14\ 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.
---------------------------------------------------------------------------
\14\ 15 U.S.C. 78o-3(b)(5).
---------------------------------------------------------------------------
FINRA believes that the proposed rule change constitutes an
equitable allocation of fees as the examination fee will be used to
cover FINRA's costs in developing, maintaining and delivering the
examination and will be assessed only on those individuals who will
take the Series 57 examination. FINRA further believes that the
proposed fee for the Series 57 examination is reasonable because it is
aligned with the overall cost associated with the Series 57 examination
program. Accordingly, FINRA believes that the proposed fee for the
Series 57 examination is equitably allocated and reasonable.
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. FINRA believes that the
establishment of the fee for the Series 57 examination will have a
limited economic impact on the industry.
In proposing a fee of $120 for the Series 57 examination, FINRA
applied the same criteria as it does for establishing the fees for
other FINRA qualification examinations. The primary factors that FINRA
considered include the number of test questions, test session time,
staff effort associated with test development and delivery, corporate
overhead and operational and technology costs associated with
maintaining the PROCTOR system (i.e., item banking, test authoring and
test delivery). The proposed fee was also compared with the fees for
qualification examinations with comparable test session times (e.g.,
the Series 24 and Series 27 examinations \15\), because a primary cost
of administering examinations is vendor fees.
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\15\ The Series 27 examination qualifies an associated person to
function as a Financial and Operations Principal. The fee for the
Series 27 examination is $120.
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Moreover, the proposed rule change will reduce the examination fees
for the registration of associated persons who are required to be
registered to engage in or supervise securities trading.
Economic Impact Assessment
The need for the rule and the regulatory objective are discussed
previously.
Economic Baseline
Currently, associated persons who engage in the securities trading
activities specified under NASD Rule 1032(f) or who directly supervise
such activities, including principals, are required to take and pass
the Series 55 examination in combination with other examinations. As
described above, the new registration categories of Securities Trader
and Securities Trader Principal will allow such individuals to engage
in
[[Page 70864]]
the same trading and supervisory activities by taking and passing fewer
examinations. Specifically, individuals will no longer be required to
take and pass a prerequisite examination, such as the Series 7 or
Series 62 examination, to engage in or supervise securities trading.
Thus, the proposed rule change will reduce the overall costs, including
the cost of having to sit for additional examinations, on individuals
who will engage in or supervise securities trading under the new
categories, as well as the costs on their associated firms.
Based on a survey of Equity Traders, FINRA understands that some
Equity Traders, albeit a limited number, currently engage in sales
activities in addition to securities trading. Today, such individuals
may engage in sales activities because, concurrent to registration as
an Equity Trader, they are registered as either a General Securities
Representative or Corporate Securities Representative. However, a
newly-registered Securities Trader who will be engaging in sales
activities in addition to securities trading must separately register
in an appropriate sales-related registration category (e.g., General
Securities Representative or Corporate Securities Representative). As a
result, such individuals may experience an increase in their total
examination fees.
Economic Impacts
The proposed rule change will reduce the examination fees for the
registration of associated persons who are required to be registered to
engage in or supervise securities trading. By way of example, the
current examination fee for registering as an Equity Trader is $415
(for associated persons who take the Series 7 and 55 examinations) or
$205 (for associated persons who take the Series 62 and 55
examinations). Under the proposed rule change, the examination fee for
registering as a Securities Trader will be $120. Assuming a constant
examination volume at the 2014 level, FINRA estimates that the
aggregate cost savings will be approximately $188,000 per year for
individuals who currently take the Series 7 and 55 examinations or
Series 62 and 55 examinations to engage only in securities trading. In
addition, the current examination fee for registering as a Proprietary
Trader is $305 (for individuals who take the Series 7 examination) or
$195 (for individuals who take the Series 56 examination). Assuming a
constant volume at the 2014 level, FINRA estimates that the aggregate
cost savings for individuals who currently take the Series 56
examination to engage in securities trading will be approximately
$58,200 per year.\16\
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\16\ FINRA does not have data on the number of individuals who
take the Series 7 examination and register as General Securities
Representatives in order to function as Proprietary Traders and
engage in securities trading.
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As noted above, newly-registered persons who will engage in both
sales and trading activities may experience an increase in their total
examination fees. For instance, the examination fee for associated
persons who will take the Series 7 and 57 examinations to engage in
both sales and trading activities will be $425 compared to the current
fee of $415 for associated persons who take the Series 7 and 55
examinations to engage in such activities.
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
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \17\ and paragraph (f)(2) of Rule 19b-4
thereunder.\18\ 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.
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\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 17 CFR 240.19b-4(f)(2).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the 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-2015-044 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-FINRA-2015-044. 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 offices 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-2015-044, and should
be submitted on or before December 7, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
Robert W. Errett,
Deputy Secretary.
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\19\ 17 CFR 200.30-3(a)(12).
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[FR Doc. 2015-28860 Filed 11-13-15; 8:45 am]
BILLING CODE 8011-01-P