Self-Regulatory Organizations: Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Delete Exchange Rule 610, Limitations on Dealings, 71883-71887 [2015-29218]
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Federal Register / Vol. 80, No. 221 / Tuesday, November 17, 2015 / Notices
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
Electronic Comments
[Release No. 34–76405; File No. SR–MIAX–
2015–63]
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2015–111 on
the subject line.
Self-Regulatory Organizations: Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change To Delete Exchange Rule 610,
Limitations on Dealings
Paper Comments
mstockstill on DSK4VPTVN1PROD with NOTICES
• 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–NYSEArca–2015–111. 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 Section, 100 F Street NE.,
Washington, DC 20549 on official
business days between 10 a.m. and 3
p.m. Copies of the filing will also be
available for inspection and copying at
the NYSE’s principal office and on its
Internet Web site at www.nyse.com. 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–NYSEArca–2015–111 and
should be submitted on or before
December 8, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–29232 Filed 11–16–15; 8:45 am]
BILLING CODE 8011–01–P
21 17
CFR 200.30–3(a)(12).
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November 10, 2015.
Pursuant to the provisions of 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 November 4, 2015, Miami
International Securities Exchange LLC
(‘‘MIAX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) a 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 is filing a proposal to
adopt a principles-based approach to
prohibit the misuse of material, nonpublic information by Exchange Market
Makers 3 by deleting Exchange Rule 610,
Limitations on Dealings.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, 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
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 The term ‘‘Market Makers’’ refers to ‘‘Lead
Market Makers,’’ ‘‘Primary Lead Market Makers’’
and ‘‘Registered Market Makers’’ collectively. A
Lead Market Maker (‘‘LMM’’) is a Member
registered with the Exchange for the purpose of
making markets in securities traded on the
Exchange and that is vested with the rights and
responsibilities specified in Chapter VI of the
Exchange Rules with respect to Lead Market
Makers. A Primary Lead Market Maker (‘‘PLMM’’)
is a Lead Market Maker appointed by the Exchange
to act as the Primary Lead Market Maker for the
purpose of making markets in securities traded on
the Exchange. A Registered Market Maker (‘‘RMM’’)
is a Member registered with the Exchange for the
purpose of making markets in securities traded on
the Exchange, who is not a Lead Market Maker. See
Exchange Rule 100.
2 17
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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 Exchange proposes to adopt a
principles-based approach to prohibit
the misuse of material, non-public
information by Market Makers by
deleting Rule 610 (Limitations on
Dealings). In so doing, the Exchange
would harmonize its rules amongst its
Members 4 relating to protecting against
the misuse of material, non-public
information. The Exchange believes that
Rule 610 is no longer necessary because
all Members, including Market Makers,
are subject to the Exchange’s general
principles-based requirements
governing the protection against the
misuse of material, non-public
information, pursuant to Exchange Rule
303 (Prevention of the Misuse of
Material Nonpublic Information), which
obviates the need for separatelyprescribed requirements for a subset of
market participants on the Exchange.
Background
The Exchange has three classes of
registered Market Makers. Pursuant to
Rule 600, a Market Maker is a Member
with Registered Options Traders that is
registered with the Exchange for the
purpose of making transactions as a
dealer-specialist. As the rule further
provides, a Market Maker can be either
a RMM, a LMM or a PLMM. All Market
Makers are subject to the requirements
of Rules 603 and 604, which set forth
the obligations of Market Makers,
particularly relating to quoting.
Rule 603 specifies the obligations of
Market Makers, which include making
markets ‘‘that, absent changed market
conditions, will be honored for the
number of contracts entered into the
Exchange’s System in all series of
options classes to which the Market
Maker is appointed.’’ The quoting
obligations of Market Makers are set
forth in Rule 604. Rules 603 and 604
4 The term ‘‘Member’’ means an individual or
organization approved to exercise trading rights
associated with a Trading Permit. Members are
deemed ‘‘members’’ under the Exchange Act. See
Exchange Rule 100.
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describe the heightened obligations of a
PLMM as distinguished from other
Market Makers. Importantly, all Market
Makers have access to the same
information in the order book that is
available to all other market
participants. Moreover, none of the
Exchange’s Market Makers have agency
obligations to the Exchange’s order
book.
Notwithstanding that Market Makers
have access to the same Exchange
trading information as all other market
participants on the Exchange, the
Exchange has specific rules governing
how Market Makers may operate. Rule
610(a) provides that ‘‘[n]o Member,
other than a Market Maker acting
pursuant to Rule 603, limited partner,
officer, employee, approved person(s),
who is affiliated with a Market Maker or
Member, shall, during the period of
such affiliation, purchase or sell any
option in which such Market Maker is
appointed for any account in which
such person(s) has a direct or indirect
interest.’’ Rule 610(b) further provides
that an approved person or Member
affiliated with a Member is not subject
to the restrictions in Rule 610(a) if the
affiliated Market Maker implements
detailed Exchange-approved procedures
to restrict the flow of material, nonpublic information to such affiliated
party. The Exemption Guidelines set
forth in Rule 610(e) through (j) outline
the organizational structure of the socalled ‘‘Chinese Wall’’ procedures
which are also referred to as an
‘‘Information Barrier’’, which a Market
Maker must implement to be exempt
from the requirements of Rule 610(a).
The Information Barrier is meant to
ensure that an affiliate of a Market
Maker will not have access to material,
non-public information and that a
Market Maker will not misuse material,
non-public information obtained from
an affiliated Member.
Proposed Rule Change
The Exchange believes that the
Exemption Guidelines in Rule 610 for
Market Makers are no longer necessary
and proposes to delete the Rule. Rather,
the Exchange believes that Rule 303
governing the misuse of material, nonpublic information provides for an
appropriate, principles-based approach
to prevent the market abuses Rule 610
is designed to address. Specifically Rule
303 requires every Member to establish,
maintain and enforce written
procedures reasonably designed, taking
into consideration the nature of such
Member’s business, to prevent the
misuse of material, non-public
information by such Member or persons
associated with such Member. For
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purposes of this requirement, the
misuse of material, non-public
information includes, but is not limited
to, the following:
(a) Trading in any securities issued by
a corporation, or in any related
securities or related options or other
derivative securities, while in
possession of material, non-public
information concerning that issuer; or
(b) Trading in a security or related
options or other derivative securities,
while in possession of material nonpublic information concerning
imminent transactions in the security or
related securities; or
(c) Disclosing to another person or
entity any material, non-public
information involving a corporation
whose shares are publicly traded or an
imminent transaction in an underlying
security or related securities for the
purpose of facilitating the possible
misuse of such material, non-public
information.5
Because Market Makers are already
subject to the requirements of Rule 303
and because Market Makers do not have
any trading or information advantage
over other Members, the Exchange does
not believe that it is necessary to
separately require specific limitations
on dealings between Market Makers and
their affiliates. Deleting Rule 610 would
provide Market Makers and Members
with the flexibility to adapt their
policies and procedures as reasonably
designed to reflect changes to their
business model, business activities, or
the securities market in a manner
similar to how Members on the
Exchange currently operate and
consistent with Rule 303.
As noted above, PLMMs are
distinguished under Exchange rules
from other Market Makers only to the
extent that PLMMs have heightened
obligations. However, none of these
heightened obligations provides
different or greater access to non-public
information than any other market
participant on the Exchange.6
Specifically, Market Makers on the
Exchange do not have access to trading
information provided by the Exchange,
either at, or prior to, the point of
execution, that is not made available to
all other market participants on the
Exchange in a similar manner. Further,
as noted above, Market Makers on the
Exchange do not have any agency
responsibilities for orders on the order
book. Accordingly, because Market
Makers do not have any trading
advantages at the Exchange due to their
5 See Exchange Rule 303, Interpretations and
Policies .01.
6 See Exchange Rules 603 and 604.
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market role, the Exchange believes that
they should be subject to the same rules
as Members regarding the protection
against the misuse of material, nonpublic information, which in this case,
is existing Rule 303.
The Exchange notes that even with
this proposed rule change, pursuant to
Rule 303, a Market Maker would still be
obligated to ensure that its policies and
procedures reflect the current state of its
business and continue to be reasonably
designed to achieve compliance with
applicable federal securities law and
regulations, and with applicable
Exchange rules, including being
reasonably designed to protect against
the misuse of material, non-public
information. While an Information
Barrier would not specifically be
required under the proposal, Rule 303
already requires that a Member consider
its business model or business activities
in structuring its policies and
procedures, which may dictate that an
information barrier or other type of
functional separation be part of the set
of policies and procedures that would
be reasonably designed to achieve
compliance with applicable securities
law and regulations, and with
applicable Exchange rules.
The Exchange is not proposing to
change what is considered to be
material, non-public information, and
thus does not expect there to be any
changes to the types of information that
an affiliated person of a Market Maker
could share with such Market Maker. In
that regard, the proposed rule change
will not permit an Electronic Exchange
Member to have access to any nonpublic order or quote information of the
affiliated Market Maker, including
hidden or undisplayed size or price
information of such orders and quotes.
Market Makers are not allowed to post
hidden or undisplayed orders and
quotes on the Exchange. Members do
not expect to receive any additional
order or quote information as a result of
this proposed rule change.
Further, the Exchange does not
believe that there will be any material
change to existing Member Information
Barriers as a result of removal of the
Exchange’s pre-approval requirements.
In fact, the Exchange anticipates that
eliminating the pre-approval
requirement should facilitate
implementation of changes to Member
Information Barriers as necessary to
protect against the misuse of material,
non-public information. The Exchange
also suggests that the pre-approval
requirement is unnecessary because
Market Makers now do not have agency
responsibilities to the book, or time and
place information advantages because of
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their market role.7 Moreover, the
policies and procedures of Market
Makers, including those relating to
Information Barriers, would be subject
to review by FINRA, on behalf of the
Exchange, pursuant to a Regulatory
Services Agreement.
The Exchange further notes that under
Rule 303, a Member would be able to
structure its firm to provide for its
options Market Makers, as applicable, to
be structured with its equities and
customer-facing businesses, provided
that any such structuring would be done
in a manner reasonably designed to
protect against the misuse of material,
non-public information. For example,
pursuant to Rule 303 a Market Maker on
the Exchange could be in the same
independent trading unit, as defined in
Rule 200(f) of Regulation SHO,8 as an
equities market maker and other trading
desks within the firm, including options
trading desks, so that the firm could
share post-trade information to better
manage its risk across related securities.
The Exchange believes it is appropriate,
and consistent with Rule 303 and
Section 15(g) of the Act 9 for a firm to
share options position and related
hedging position information (e.g.,
equities, futures, and foreign currency)
within a firm to better manage risk on
a firm-wide basis. The Exchange notes,
however, that if so structured, a firm
would need to have policies and
procedures, including Information
Barriers as applicable, reasonably
designed to protect against the misuse of
material, non-public information, and
specifically customer information,
consistent with Rule 303.
The Exchange believes that the
proposed reliance on the principlesbased Rule 303 would ensure that a
Member that operates a Market Maker
would be required to protect against the
misuse of any material, non-public
information. As noted above, Rule 303
already requires that firms refrain from
trading while in possession of material,
non-public information concerning
imminent transactions in the security or
related product. The Exchange believes
that moving to a principles-based
approach rather than prescribing how
and when to wall off a Market Maker
from the rest of the firm would provide
Members operating as Market Makers
with appropriate tools to better manage
risk across a firm, including integrating
options positions with other positions of
7 Member applicants are required to have
information barrier policies and procedures in place
and must represent that they comply with this
requirement in their application for membership to
MIAX.
8 17 CFR part 242.200(f).
9 15 U.S.C. 78o(g).
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the firm or, as applicable, by the
respective independent trading unit.
Specifically, the Exchange believes that
it is appropriate for risk management
purposes for a Member operating a
Market Maker to be able to consider
both options Market Maker traded
positions for purposes of calculating net
positions consistent with Rule 200 of
Regulation SHO, calculating intra-day
net capital positions, and managing risk
generally, and in compliance with Rule
15c3–5 under the Act (the ‘‘Market
Access Rule’’).10 The Exchange notes
that any risk management operations
would need to operate consistent with
the requirement to protect against the
misuse of material, non-public
information.
The Exchange further notes that if
Market Makers are integrated with other
market making operations, they would
be subject to existing rules that prohibit
Members from disadvantaging their
customers or other market participants
by improperly capitalizing on a member
organization’s access to the receipt of
material, non-public information. As
such, a member organization that
integrates its market maker operations
together with equity market making
would need to protect customer
information consistent with existing
obligations to protect such information.
The Exchange has rules prohibiting
Members from disadvantaging their
customers or other market participants
by improperly capitalizing on the
Members’ access to or receipt of
material, nonpublic information. For
example, Exchange Rule 1308
(Supervision of Accounts) requires
Members to develop and maintain
adequate controls over each of its
business activities and to be responsible
for internal supervision and control of
the organization and compliance with
securities laws and regulations.11
Additionally, Rule 301 (Just and
Equitable Principles of Trade) prevents
a person associated with a Member, who
has knowledge of all material terms and
conditions of (i) an order and a solicited
order, (ii) an order being facilitated, or
(iii) orders being crossed; the execution
of which are imminent, to enter, based
on such knowledge, an order to buy or
sell an option for the same underlying
security as any option that is the subject
of the order, or an order to buy or sell
the security underlying such class, or an
order to buy or sell any related
instrument unless certain circumstances
are met.12
CFR part 240.15c3–5.
Exchange Rule 1308.
12 See Exchange Rule 301, Interpretations and
Policies .02.
2. Statutory Basis
MIAX believes that its proposed rule
change is consistent with Section 6(b) of
the Act 13 in general, and furthers the
objectives of Section 6(b)(5) of the Act 14
in particular, in that 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
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest.
The Exchange believes that the
proposed rule change would remove
impediments to and perfect the
mechanism of a free and open market by
adopting a principles-based approach to
permit a Member operating a Market
Maker to maintain and enforce policies
and procedures to, among other things,
prohibit the misuse of material, nonpublic information and eliminate
restrictions on how a Member structures
its market making operations. The
Exchange notes that the proposed rule
change is based on an approved rule of
the Exchange to which Market Makers
are already subject, Rule 303, thus
Market Makers would continue to be
subject to current Exchange rules and to
the requirements under the Act 15 for
protecting material, non-public order
information. The Exchange believes that
the proposed rule change would remove
impediments to and perfect the
mechanism of a free and open market
because it would harmonize the
Exchange’s approach to protecting
against the misuse of material, nonpublic information and no longer
subject Market Makers to additional
requirements. The Exchange does not
believe that the existing requirements
applicable to Market Makers are
narrowly tailored to their respective
roles because neither market participant
has access to Exchange trading
information in a manner different from
any other market participant on the
Exchange and they do not have agency
responsibilities to the order book.
The Exchange further believes the
proposal is designed to prevent
fraudulent and manipulative acts and
practices and to promote just and
equitable principles of trade because
existing rules make clear to Market
Makers and Members the type of
conduct that is prohibited by the
Exchange. While the proposal
10 17
11 See
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71885
13 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
15 See, e.g., 15 U.S.C. 78o(g).
14 15
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eliminates specific requirements
relating to the misuse of material, nonpublic information requiring preapproval by the Exchange, Market
Makers and Members would remain
subject to existing Exchange rules
requiring them to establish and
maintain systems to supervise their
activities, and to create, implement, and
maintain written procedures that are
reasonably designed to comply with
applicable securities laws and Exchange
rules, including the prohibition on the
misuse of material, non-public
information.
The Exchange notes that the proposed
rule change would still require that
Members operating Market Makers
maintain and enforce policies and
procedures reasonably designed to
ensure compliance with applicable
federal securities laws and regulations
and with Exchange rules. Even though
there would no longer be pre-approval
of Market Maker Information Barriers,
any Market Maker’s written policies and
procedures would continue to be subject
to oversight by the Exchange and
therefore the elimination of prescribed
restrictions should not reduce the
effectiveness of the Exchange rules to
protect against the misuse of material,
non-public information. Rather,
Members will be able to utilize a
flexible, principles-based approach to
modify their policies and procedures as
appropriate to reflect changes to their
business model, business activities, or
to the securities market itself. Moreover,
while specified Information Barriers
may no longer be required, a Member’s
business model or business activities
may dictate that an Information Barrier
or functional separation be part of the
set of policies and procedures that
would be reasonably designed to
achieve compliance with applicable
securities laws and regulations, and
with applicable Exchange rules. The
Exchange therefore believes that the
proposed rule change will maintain the
existing protection of investors and the
public interest that is currently
applicable to Market Makers, while at
the same time removing impediments to
and perfecting a free and open market
by moving to a principles-based
approach to protect against the misuse
of material non-public information.
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. On the
contrary, the Exchange believes that the
proposal will enhance competition by
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allowing Market Makers to comply with
applicable Exchange rules in a manner
best suited to their business models,
business activities, and the securities
markets, thus reducing regulatory
burdens while still ensuring compliance
with applicable securities laws and
regulations and Exchange rules. The
Exchange believes that the proposal will
foster a fair and orderly marketplace
without being overly burdensome upon
Market Makers.
Moreover, the Exchange believes that
the proposed rule change would
eliminate a burden on competition for
Members which currently exists as a
result of disparate rule treatment
between the options and equities
markets regarding how to protect against
the misuse of material, non-public
information. For those Members that are
also members of equity exchanges, their
respective equity market maker
operations are now subject to a
principles-based approach to protecting
against the misuse of material nonpublic information.16 The Exchange
believes it would remove a burden on
competition to enable Members to
similarly apply a principles-based
approach to protecting against the
misuse of material, non-public
information in the options space. To
this end, the Exchange notes that Rule
303 still requires a Member that
operates as a Market Maker on the
Exchange to evaluate its business to
assure that its policies and procedures
are reasonably designed to protect
against the misuse of material, nonpublic information. However, with this
proposed rule change, a Member that
trades equities and options could look at
its firm more holistically to structure its
operations in a manner that provides it
with better tools to manage its risks
across multiple security classes, while
at the same time protecting against the
misuse of material non-public
information.
16 See Securities Exchange Act Release Nos.
60604 (Sept. 2, 2009), 76 FR 46272 (Sept. 8, 2009)
(SR–NYSEArca–2009–78) (Order approving
elimination of NYSE Arca rule that required market
makers to establish and maintain specifically
prescribed information barriers, including
discussion of NYSE Arca and Nasdaq rules) (‘‘Arca
Approval Order’’); 61574 (Feb. 23, 2010), 75 FR
9455 (Mar. 2, 2010) (SR–BATS–2010–003) (Order
approving amendments to BATS Rule 5.5 to move
to a principles-based approach to protecting against
the misuse of material, non-public information, and
noting that the proposed change is consistent with
the approaches of NYSE Arca and Nasdaq) (‘‘BATS
Approval Order’’); and 72534 (July 3, 2014), 79 FR
39440 (July 10, 2014) (SR–NYSE–2014–12) (Order
approving amendments to NYSE Rule 98 governing
designated market makers to move to a principlesbased approach to prohibit the misuse of material
nonpublic information) (‘‘NYSE Approval Order’’).
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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 after the date of
the filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to 19(b)(3)(A)
of the Act 17 and Rule 19b–4(f)(6) 18
thereunder.
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 rulecomments@sec.gov. Please include File
Number SR–MIAX–2015–63 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–MIAX–2015–63. This file
17 15
U.S.C. 78s(b)(3)(A).
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 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.
18 17
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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 20549–1090, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of 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–MIAX–2015–63 and should
be submitted on or before December 8,
2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–29218 Filed 11–16–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76410; File No. SR–
NASDAQ–2015–138]
mstockstill on DSK4VPTVN1PROD with NOTICES
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Establish
the Securities Trader and Securities
Trader Principal Registration
Categories and To Retire Other
Registration Categories
November 10, 2015.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1, and Rule 19b–4 thereunder,2
19 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
18:14 Nov 16, 2015
Jkt 238001
notice is hereby given that on November
4, 2015, The NASDAQ Stock Market
LLC (‘‘Nasdaq’’ 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 a proposal
[sic] to retire the Limited Representative
—Equity Trader, Limited
Representative—Proprietary Trader and
Limited Principal—Proprietary Trader
registration categories and to establish
the Securities Trader and Securities
Trader Principal registration categories.
The Exchange is also amending its rules
to establish the Series 57 examination as
the appropriate qualification
examination for Securities Traders and
deleting the rule referring to the S501
continuing education program currently
applicable to Proprietary Traders.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaq.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
PO 00000
Frm 00118
(‘‘Equity Trader’’) 3 and the Limited
Representative—Proprietary Trader
(‘‘Proprietary Trader’’) 4 registration
categories from its own registration
rules relating to securities trading
activity. It is also therefore retiring its
Limited Principal—Proprietary Trader
(‘‘Proprietary Trader Principal’’) 5
registration category. To take the place
of the retired registration categories,
Nasdaq is establishing new Securities
Trader and Securities Trader Principal
registration categories. This filing is, in
all material respects, based upon SR–
FINRA–2015–017, which was recently
approved by the Commission.6
New Nasdaq Securities Trader
Registration Category
Currently, under Nasdaq Rule
1032(a)(1), each person associated with
a member who is included within the
definition of a ‘‘representative’’ 7 in Rule
1011 is required to register with Nasdaq
as a General Securities Representative
and to pass an appropriate qualification
examination before such registration
may become effective, unless his or her
activities are so limited as to qualify
him for one or more limited categories
of representative registration also set
forth in Rule 1032. The appropriate
qualification examination for General
Securities Representative is the Series 7
examination.
Nasdaq Rule 1032(f) currently also
requires each person associated with a
member who is included within the
definition of a representative to register
with Nasdaq as an Equity Trader if, with
respect to transactions in equity,
preferred or convertible debt securities
on Nasdaq, such person is engaged in
proprietary trading, the execution of
transactions on an agency basis, or the
direct supervision of such activities
(collectively, ‘‘Nasdaq equities
trading’’), other than any person
associated with (A) a member whose
trading activities are conducted
principally on behalf of an investment
company that is registered with the
Commission pursuant to the Investment
Company Act of 1940 and that controls,
is controlled by or is under common
control, with the member (an
‘‘investment company firm’’), or (B) a
proprietary trading firm. Therefore,
3 Rule
The Exchange is proposing herein to
replace the Series 56 with the Series 57
examination, and to make additional
changes to its registration rules.
Specifically, in response to the FINRA
Amendments (defined below), the
Exchange is proposing to retire the
Limited Representative—Equity Trader
Fmt 4703
Sfmt 4703
71887
1032(f).
1032(c).
5 Rule 1022(h).
6 See Securities Exchange Act Release No. 75783
(August 28, 2015), 80 FR 53369 (September 3, 2015)
(approving SR–FINRA–2015–017) referred to herein
as the ‘‘FINRA Amendments’’. According to the
release, FINRA’s expected effective date for the
FINRA Amendments is January 4, 2016.
7 The term ‘‘representative’’ is defined in
Exchange Rule 1011.
4 Rule
E:\FR\FM\17NON1.SGM
17NON1
Agencies
[Federal Register Volume 80, Number 221 (Tuesday, November 17, 2015)]
[Notices]
[Pages 71883-71887]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-29218]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76405; File No. SR-MIAX-2015-63]
Self-Regulatory Organizations: Miami International Securities
Exchange LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Delete Exchange Rule 610, Limitations on
Dealings
November 10, 2015.
Pursuant to the provisions of 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 November 4, 2015, Miami International
Securities Exchange LLC (``MIAX'' or ``Exchange'') filed with the
Securities and Exchange Commission (``Commission'') a 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.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing a proposal to adopt a principles-based
approach to prohibit the misuse of material, non-public information by
Exchange Market Makers \3\ by deleting Exchange Rule 610, Limitations
on Dealings.
---------------------------------------------------------------------------
\3\ The term ``Market Makers'' refers to ``Lead Market Makers,''
``Primary Lead Market Makers'' and ``Registered Market Makers''
collectively. A Lead Market Maker (``LMM'') is a Member registered
with the Exchange for the purpose of making markets in securities
traded on the Exchange and that is vested with the rights and
responsibilities specified in Chapter VI of the Exchange Rules with
respect to Lead Market Makers. A Primary Lead Market Maker
(``PLMM'') is a Lead Market Maker appointed by the Exchange to act
as the Primary Lead Market Maker for the purpose of making markets
in securities traded on the Exchange. A Registered Market Maker
(``RMM'') is a Member registered with the Exchange for the purpose
of making markets in securities traded on the Exchange, who is not a
Lead Market Maker. See Exchange Rule 100.
---------------------------------------------------------------------------
The text of the proposed rule change is available on the Exchange's
Web site at https://www.miaxoptions.com/filter/wotitle/rule_filing, at
MIAX's principal office, 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 Exchange proposes to adopt a principles-based approach to
prohibit the misuse of material, non-public information by Market
Makers by deleting Rule 610 (Limitations on Dealings). In so doing, the
Exchange would harmonize its rules amongst its Members \4\ relating to
protecting against the misuse of material, non-public information. The
Exchange believes that Rule 610 is no longer necessary because all
Members, including Market Makers, are subject to the Exchange's general
principles-based requirements governing the protection against the
misuse of material, non-public information, pursuant to Exchange Rule
303 (Prevention of the Misuse of Material Nonpublic Information), which
obviates the need for separately-prescribed requirements for a subset
of market participants on the Exchange.
---------------------------------------------------------------------------
\4\ The term ``Member'' means an individual or organization
approved to exercise trading rights associated with a Trading
Permit. Members are deemed ``members'' under the Exchange Act. See
Exchange Rule 100.
---------------------------------------------------------------------------
Background
The Exchange has three classes of registered Market Makers.
Pursuant to Rule 600, a Market Maker is a Member with Registered
Options Traders that is registered with the Exchange for the purpose of
making transactions as a dealer-specialist. As the rule further
provides, a Market Maker can be either a RMM, a LMM or a PLMM. All
Market Makers are subject to the requirements of Rules 603 and 604,
which set forth the obligations of Market Makers, particularly relating
to quoting.
Rule 603 specifies the obligations of Market Makers, which include
making markets ``that, absent changed market conditions, will be
honored for the number of contracts entered into the Exchange's System
in all series of options classes to which the Market Maker is
appointed.'' The quoting obligations of Market Makers are set forth in
Rule 604. Rules 603 and 604
[[Page 71884]]
describe the heightened obligations of a PLMM as distinguished from
other Market Makers. Importantly, all Market Makers have access to the
same information in the order book that is available to all other
market participants. Moreover, none of the Exchange's Market Makers
have agency obligations to the Exchange's order book.
Notwithstanding that Market Makers have access to the same Exchange
trading information as all other market participants on the Exchange,
the Exchange has specific rules governing how Market Makers may
operate. Rule 610(a) provides that ``[n]o Member, other than a Market
Maker acting pursuant to Rule 603, limited partner, officer, employee,
approved person(s), who is affiliated with a Market Maker or Member,
shall, during the period of such affiliation, purchase or sell any
option in which such Market Maker is appointed for any account in which
such person(s) has a direct or indirect interest.'' Rule 610(b) further
provides that an approved person or Member affiliated with a Member is
not subject to the restrictions in Rule 610(a) if the affiliated Market
Maker implements detailed Exchange-approved procedures to restrict the
flow of material, non-public information to such affiliated party. The
Exemption Guidelines set forth in Rule 610(e) through (j) outline the
organizational structure of the so-called ``Chinese Wall'' procedures
which are also referred to as an ``Information Barrier'', which a
Market Maker must implement to be exempt from the requirements of Rule
610(a). The Information Barrier is meant to ensure that an affiliate of
a Market Maker will not have access to material, non-public information
and that a Market Maker will not misuse material, non-public
information obtained from an affiliated Member.
Proposed Rule Change
The Exchange believes that the Exemption Guidelines in Rule 610 for
Market Makers are no longer necessary and proposes to delete the Rule.
Rather, the Exchange believes that Rule 303 governing the misuse of
material, non-public information provides for an appropriate,
principles-based approach to prevent the market abuses Rule 610 is
designed to address. Specifically Rule 303 requires every Member to
establish, maintain and enforce written procedures reasonably designed,
taking into consideration the nature of such Member's business, to
prevent the misuse of material, non-public information by such Member
or persons associated with such Member. For purposes of this
requirement, the misuse of material, non-public information includes,
but is not limited to, the following:
(a) Trading in any securities issued by a corporation, or in any
related securities or related options or other derivative securities,
while in possession of material, non-public information concerning that
issuer; or
(b) Trading in a security or related options or other derivative
securities, while in possession of material non-public information
concerning imminent transactions in the security or related securities;
or
(c) Disclosing to another person or entity any material, non-public
information involving a corporation whose shares are publicly traded or
an imminent transaction in an underlying security or related securities
for the purpose of facilitating the possible misuse of such material,
non-public information.\5\
---------------------------------------------------------------------------
\5\ See Exchange Rule 303, Interpretations and Policies .01.
---------------------------------------------------------------------------
Because Market Makers are already subject to the requirements of
Rule 303 and because Market Makers do not have any trading or
information advantage over other Members, the Exchange does not believe
that it is necessary to separately require specific limitations on
dealings between Market Makers and their affiliates. Deleting Rule 610
would provide Market Makers and Members with the flexibility to adapt
their policies and procedures as reasonably designed to reflect changes
to their business model, business activities, or the securities market
in a manner similar to how Members on the Exchange currently operate
and consistent with Rule 303.
As noted above, PLMMs are distinguished under Exchange rules from
other Market Makers only to the extent that PLMMs have heightened
obligations. However, none of these heightened obligations provides
different or greater access to non-public information than any other
market participant on the Exchange.\6\ Specifically, Market Makers on
the Exchange do not have access to trading information provided by the
Exchange, either at, or prior to, the point of execution, that is not
made available to all other market participants on the Exchange in a
similar manner. Further, as noted above, Market Makers on the Exchange
do not have any agency responsibilities for orders on the order book.
Accordingly, because Market Makers do not have any trading advantages
at the Exchange due to their market role, the Exchange believes that
they should be subject to the same rules as Members regarding the
protection against the misuse of material, non-public information,
which in this case, is existing Rule 303.
---------------------------------------------------------------------------
\6\ See Exchange Rules 603 and 604.
---------------------------------------------------------------------------
The Exchange notes that even with this proposed rule change,
pursuant to Rule 303, a Market Maker would still be obligated to ensure
that its policies and procedures reflect the current state of its
business and continue to be reasonably designed to achieve compliance
with applicable federal securities law and regulations, and with
applicable Exchange rules, including being reasonably designed to
protect against the misuse of material, non-public information. While
an Information Barrier would not specifically be required under the
proposal, Rule 303 already requires that a Member consider its business
model or business activities in structuring its policies and
procedures, which may dictate that an information barrier or other type
of functional separation be part of the set of policies and procedures
that would be reasonably designed to achieve compliance with applicable
securities law and regulations, and with applicable Exchange rules.
The Exchange is not proposing to change what is considered to be
material, non-public information, and thus does not expect there to be
any changes to the types of information that an affiliated person of a
Market Maker could share with such Market Maker. In that regard, the
proposed rule change will not permit an Electronic Exchange Member to
have access to any non-public order or quote information of the
affiliated Market Maker, including hidden or undisplayed size or price
information of such orders and quotes. Market Makers are not allowed to
post hidden or undisplayed orders and quotes on the Exchange. Members
do not expect to receive any additional order or quote information as a
result of this proposed rule change.
Further, the Exchange does not believe that there will be any
material change to existing Member Information Barriers as a result of
removal of the Exchange's pre-approval requirements. In fact, the
Exchange anticipates that eliminating the pre-approval requirement
should facilitate implementation of changes to Member Information
Barriers as necessary to protect against the misuse of material, non-
public information. The Exchange also suggests that the pre-approval
requirement is unnecessary because Market Makers now do not have agency
responsibilities to the book, or time and place information advantages
because of
[[Page 71885]]
their market role.\7\ Moreover, the policies and procedures of Market
Makers, including those relating to Information Barriers, would be
subject to review by FINRA, on behalf of the Exchange, pursuant to a
Regulatory Services Agreement.
---------------------------------------------------------------------------
\7\ Member applicants are required to have information barrier
policies and procedures in place and must represent that they comply
with this requirement in their application for membership to MIAX.
---------------------------------------------------------------------------
The Exchange further notes that under Rule 303, a Member would be
able to structure its firm to provide for its options Market Makers, as
applicable, to be structured with its equities and customer-facing
businesses, provided that any such structuring would be done in a
manner reasonably designed to protect against the misuse of material,
non-public information. For example, pursuant to Rule 303 a Market
Maker on the Exchange could be in the same independent trading unit, as
defined in Rule 200(f) of Regulation SHO,\8\ as an equities market
maker and other trading desks within the firm, including options
trading desks, so that the firm could share post-trade information to
better manage its risk across related securities. The Exchange believes
it is appropriate, and consistent with Rule 303 and Section 15(g) of
the Act \9\ for a firm to share options position and related hedging
position information (e.g., equities, futures, and foreign currency)
within a firm to better manage risk on a firm-wide basis. The Exchange
notes, however, that if so structured, a firm would need to have
policies and procedures, including Information Barriers as applicable,
reasonably designed to protect against the misuse of material, non-
public information, and specifically customer information, consistent
with Rule 303.
---------------------------------------------------------------------------
\8\ 17 CFR part 242.200(f).
\9\ 15 U.S.C. 78o(g).
---------------------------------------------------------------------------
The Exchange believes that the proposed reliance on the principles-
based Rule 303 would ensure that a Member that operates a Market Maker
would be required to protect against the misuse of any material, non-
public information. As noted above, Rule 303 already requires that
firms refrain from trading while in possession of material, non-public
information concerning imminent transactions in the security or related
product. The Exchange believes that moving to a principles-based
approach rather than prescribing how and when to wall off a Market
Maker from the rest of the firm would provide Members operating as
Market Makers with appropriate tools to better manage risk across a
firm, including integrating options positions with other positions of
the firm or, as applicable, by the respective independent trading unit.
Specifically, the Exchange believes that it is appropriate for risk
management purposes for a Member operating a Market Maker to be able to
consider both options Market Maker traded positions for purposes of
calculating net positions consistent with Rule 200 of Regulation SHO,
calculating intra-day net capital positions, and managing risk
generally, and in compliance with Rule 15c3-5 under the Act (the
``Market Access Rule'').\10\ The Exchange notes that any risk
management operations would need to operate consistent with the
requirement to protect against the misuse of material, non-public
information.
---------------------------------------------------------------------------
\10\ 17 CFR part 240.15c3-5.
---------------------------------------------------------------------------
The Exchange further notes that if Market Makers are integrated
with other market making operations, they would be subject to existing
rules that prohibit Members from disadvantaging their customers or
other market participants by improperly capitalizing on a member
organization's access to the receipt of material, non-public
information. As such, a member organization that integrates its market
maker operations together with equity market making would need to
protect customer information consistent with existing obligations to
protect such information. The Exchange has rules prohibiting Members
from disadvantaging their customers or other market participants by
improperly capitalizing on the Members' access to or receipt of
material, nonpublic information. For example, Exchange Rule 1308
(Supervision of Accounts) requires Members to develop and maintain
adequate controls over each of its business activities and to be
responsible for internal supervision and control of the organization
and compliance with securities laws and regulations.\11\ Additionally,
Rule 301 (Just and Equitable Principles of Trade) prevents a person
associated with a Member, who has knowledge of all material terms and
conditions of (i) an order and a solicited order, (ii) an order being
facilitated, or (iii) orders being crossed; the execution of which are
imminent, to enter, based on such knowledge, an order to buy or sell an
option for the same underlying security as any option that is the
subject of the order, or an order to buy or sell the security
underlying such class, or an order to buy or sell any related
instrument unless certain circumstances are met.\12\
---------------------------------------------------------------------------
\11\ See Exchange Rule 1308.
\12\ See Exchange Rule 301, Interpretations and Policies .02.
---------------------------------------------------------------------------
2. Statutory Basis
MIAX believes that its proposed rule change is consistent with
Section 6(b) of the Act \13\ in general, and furthers the objectives of
Section 6(b)(5) of the Act \14\ in particular, in that 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 mechanisms of a
free and open market and a national market system and, in general, to
protect investors and the public interest.
---------------------------------------------------------------------------
\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Exchange believes that the proposed rule change would remove
impediments to and perfect the mechanism of a free and open market by
adopting a principles-based approach to permit a Member operating a
Market Maker to maintain and enforce policies and procedures to, among
other things, prohibit the misuse of material, non-public information
and eliminate restrictions on how a Member structures its market making
operations. The Exchange notes that the proposed rule change is based
on an approved rule of the Exchange to which Market Makers are already
subject, Rule 303, thus Market Makers would continue to be subject to
current Exchange rules and to the requirements under the Act \15\ for
protecting material, non-public order information. The Exchange
believes that the proposed rule change would remove impediments to and
perfect the mechanism of a free and open market because it would
harmonize the Exchange's approach to protecting against the misuse of
material, non-public information and no longer subject Market Makers to
additional requirements. The Exchange does not believe that the
existing requirements applicable to Market Makers are narrowly tailored
to their respective roles because neither market participant has access
to Exchange trading information in a manner different from any other
market participant on the Exchange and they do not have agency
responsibilities to the order book.
---------------------------------------------------------------------------
\15\ See, e.g., 15 U.S.C. 78o(g).
---------------------------------------------------------------------------
The Exchange further believes the proposal is designed to prevent
fraudulent and manipulative acts and practices and to promote just and
equitable principles of trade because existing rules make clear to
Market Makers and Members the type of conduct that is prohibited by the
Exchange. While the proposal
[[Page 71886]]
eliminates specific requirements relating to the misuse of material,
non-public information requiring pre-approval by the Exchange, Market
Makers and Members would remain subject to existing Exchange rules
requiring them to establish and maintain systems to supervise their
activities, and to create, implement, and maintain written procedures
that are reasonably designed to comply with applicable securities laws
and Exchange rules, including the prohibition on the misuse of
material, non-public information.
The Exchange notes that the proposed rule change would still
require that Members operating Market Makers maintain and enforce
policies and procedures reasonably designed to ensure compliance with
applicable federal securities laws and regulations and with Exchange
rules. Even though there would no longer be pre-approval of Market
Maker Information Barriers, any Market Maker's written policies and
procedures would continue to be subject to oversight by the Exchange
and therefore the elimination of prescribed restrictions should not
reduce the effectiveness of the Exchange rules to protect against the
misuse of material, non-public information. Rather, Members will be
able to utilize a flexible, principles-based approach to modify their
policies and procedures as appropriate to reflect changes to their
business model, business activities, or to the securities market
itself. Moreover, while specified Information Barriers may no longer be
required, a Member's business model or business activities may dictate
that an Information Barrier or functional separation be part of the set
of policies and procedures that would be reasonably designed to achieve
compliance with applicable securities laws and regulations, and with
applicable Exchange rules. The Exchange therefore believes that the
proposed rule change will maintain the existing protection of investors
and the public interest that is currently applicable to Market Makers,
while at the same time removing impediments to and perfecting a free
and open market by moving to a principles-based approach to protect
against the misuse of material non-public information.
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. On the contrary, the
Exchange believes that the proposal will enhance competition by
allowing Market Makers to comply with applicable Exchange rules in a
manner best suited to their business models, business activities, and
the securities markets, thus reducing regulatory burdens while still
ensuring compliance with applicable securities laws and regulations and
Exchange rules. The Exchange believes that the proposal will foster a
fair and orderly marketplace without being overly burdensome upon
Market Makers.
Moreover, the Exchange believes that the proposed rule change would
eliminate a burden on competition for Members which currently exists as
a result of disparate rule treatment between the options and equities
markets regarding how to protect against the misuse of material, non-
public information. For those Members that are also members of equity
exchanges, their respective equity market maker operations are now
subject to a principles-based approach to protecting against the misuse
of material non-public information.\16\ The Exchange believes it would
remove a burden on competition to enable Members to similarly apply a
principles-based approach to protecting against the misuse of material,
non-public information in the options space. To this end, the Exchange
notes that Rule 303 still requires a Member that operates as a Market
Maker on the Exchange to evaluate its business to assure that its
policies and procedures are reasonably designed to protect against the
misuse of material, non-public information. However, with this proposed
rule change, a Member that trades equities and options could look at
its firm more holistically to structure its operations in a manner that
provides it with better tools to manage its risks across multiple
security classes, while at the same time protecting against the misuse
of material non-public information.
---------------------------------------------------------------------------
\16\ See Securities Exchange Act Release Nos. 60604 (Sept. 2,
2009), 76 FR 46272 (Sept. 8, 2009) (SR-NYSEArca-2009-78) (Order
approving elimination of NYSE Arca rule that required market makers
to establish and maintain specifically prescribed information
barriers, including discussion of NYSE Arca and Nasdaq rules)
(``Arca Approval Order''); 61574 (Feb. 23, 2010), 75 FR 9455 (Mar.
2, 2010) (SR-BATS-2010-003) (Order approving amendments to BATS Rule
5.5 to move to a principles-based approach to protecting against the
misuse of material, non-public information, and noting that the
proposed change is consistent with the approaches of NYSE Arca and
Nasdaq) (``BATS Approval Order''); and 72534 (July 3, 2014), 79 FR
39440 (July 10, 2014) (SR-NYSE-2014-12) (Order approving amendments
to NYSE Rule 98 governing designated market makers to move to a
principles-based approach to prohibit the misuse of material
nonpublic information) (``NYSE Approval Order'').
---------------------------------------------------------------------------
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 after the date of the filing, or such
shorter time as the Commission may designate, it has become effective
pursuant to 19(b)(3)(A) of the Act \17\ and Rule 19b-4(f)(6) \18\
thereunder.
---------------------------------------------------------------------------
\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 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.
---------------------------------------------------------------------------
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-MIAX-2015-63 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-MIAX-2015-63. This file
[[Page 71887]]
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 20549-1090, on official business days between the hours of 10:00
a.m. and 3:00 p.m. Copies of the filing also will be available for
inspection and copying at the principal office of 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-MIAX-2015-63 and
should be submitted on or before December 8, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
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\19\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-29218 Filed 11-16-15; 8:45 am]
BILLING CODE 8011-01-P