Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Establish Fees and Rebates Related to Order Exposure, 75889-75894 [2015-30607]
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Federal Register / Vol. 80, No. 233 / Friday, December 4, 2015 / Notices
Shares, options contracts, and options
on futures contracts from markets and
other entities that are members of ISG or
with which the Exchange has in place
a comprehensive surveillance sharing
agreement.
In addition, as noted above, investors
will have ready access to information
regarding the Fund’s holdings, the IIV,
and quotation and last sale information
for the Shares.
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 purpose of the Act. The Exchange
notes that the proposed rule change will
facilitate the listing and trading of an
additional type of actively managed ETF
that holds options or options on futures
and that will enhance competition
among market participants, to the
benefit of investors and the marketplace.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
No written comments were solicited
or received with respect to the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or such longer time period up
to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will: (a) By
order approve or disapprove such
proposed rule change; or (b) institute
proceedings to determine whether the
proposed rule change should be
disapproved.
asabaliauskas on DSK5VPTVN1PROD with NOTICES
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:
NYSEArca–2015–114 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–NYSEArca–2015–114. 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 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–
NYSEArca–2015–114 and should be
submitted on or before December 28,
2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.22
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–30609 Filed 12–3–15; 8:45 am]
BILLING CODE 8011–01–P
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–
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SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76527; File No. SR–BX–
2015–075]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Establish
Fees and Rebates Related to Order
Exposure
November 30, 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 November
20, 2015, NASDAQ OMX BX, Inc. (‘‘BX’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend its
Options Pricing at Chapter XV Section
2, entitled ‘‘BX Options Market—Fees
and Rebates,’’ which governs pricing for
BX members using the BX Options
Market (‘‘BX Options’’). The Exchange
proposes to adopt fees and rebates
related to order exposure.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://
nasdaqomxbx.cchwallstreet.com/, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
1 15
22 17
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CFR 200.30–3(a)(12).
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75889
2 17
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U.S.C. 78s(b)(1).
CFR 240.19b–4.
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Federal Register / Vol. 80, No. 233 / Friday, December 4, 2015 / Notices
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
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The Exchange proposes to amend its
Chapter XV, Section 2 to add new
subsection (4) to adopt fees and rebates
related to order exposure alerts on the
BX Options market.
The Exchange has recently filed a
proposal to implement an order
exposure alert in BX Chapter VI, Section
11,3 in order to provide marketable
orders an additional opportunity for
execution on the Exchange when the
Exchange is not part of the national best
bid or offer (‘‘NBBO’’) contra to the
order and the order locks or crosses the
away best bid or offer (‘‘ABBO’’).4 The
order exposure alert will apply to both
3 See Securities Exchange Act Release No. 76199
(October 20, 2015), 80 FR 65271 (October 26, 2015)
(SR–BX–2015–057) (notice of filing and immediate
effectiveness).
4 Similar functionality currently exists on
NASDAQ OMX PHLX. See Securities Exchange Act
Release No. 68517 (December 21, 2012), 77 FR
77134 (December 31, 2012) (SR–Phlx–2012–136);
and Phlx Rule 1080(m), Away Markets and Order
Routing, Section (iv).
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SEEK 5 and SRCH 6 orders 7 and is
similar to the order exposure alert
process already in place on Phlx.8 The
order exposure alert process permits the
Exchange to apply the Route Timer 9
prior to the initial and subsequent
routing of the order, and allows routing
of the order after exposure occurs
(during open trading) every time an
5 SEEK is a routing option pursuant to which an
order will first check the System for available
contracts for execution, and then is sent to other
available market centers for potential execution. A
SEEK order remaining on the book after the opening
process or received during open trading that is
marketable against the ABBO when the ABBO is
better than the displayed Exchange BBO will
initiate a Route Timer not to exceed one second,
and expose the SEEK order at the NBBO to allow
market participants an opportunity to interact with
the remainder of the SEEK order. During the Route
Timer, the SEEK order will be included in the
displayed Exchange BBO at the better of a price one
MPV away from the ABBO or the established
Exchange BBO. If, during the Route Timer, any new
interest arrives opposite the SEEK order that is
equal to or better than the ABBO price, the SEEK
order will trade against such new interest at the
ABBO price. When checking the book, the System
will seek to execute at the price at which it would
send the order to a destination market center.
Eligible unexecuted orders will continue to be
routed as described in paragraph (a)(1)(D). If
contracts remain un-executed after routing, they are
posted on the book. While on the book at the limit
price, should the order subsequently be locked or
crossed by another market center, the System will
not re-expose or route the order to the locking or
crossing market center. SEEK orders will not be
eligible for routing until the next time the option
series is subject to a new opening or reopening. An
order exposure alert may be sent if the order size
is modified. See Chapter VI, Section 11(a)(1)(A).
6 SRCH is a routing option pursuant to which an
order will first check the System for available
contracts for execution, and then is sent to other
available market centers for potential execution. A
SRCH order remaining on the book after the
opening process or received during open trading
that is marketable against the ABBO when the
ABBO is better than the displayed Exchange BBO
will initiate a Route Timer not to exceed one
second, and expose the SRCH order at the NBBO
to allow market participants an opportunity to
interact with the remainder of the SRCH order.
During the Route Timer, the SRCH order will be
included in the displayed Exchange BBO at the
better of a price one MPV away from the ABBO or
the established Exchange BBO. If, during the Route
Timer, any new interest arrives opposite the SRCH
order that is equal to or better than the ABBO price,
the SRCH order will trade against such new interest
at the ABBO price. When checking the book, the
System will seek to execute at the price at which
it would send the order to a destination market
center. Eligible unexecuted orders will continue to
be routed as described in paragraph (a)(1)(D). If
contracts remain un-executed after routing, they are
posted on the book. Once on the book, should the
order subsequently be locked or crossed by another
market center, it will be re-exposed, provided it is
not on the book at its limit price, and re-route. An
order exposure alert may be sent if the order size
is modified. See Chapter VI, Section 11(a)(1)(B).
7 The order exposure alert is also applicable to
orders that are marked do not route (‘‘DNR’’). See
Chapter VI, Section 11(a)(1)(C).
8 See Phlx Rule 1080(m), Away Markets and
Order Routing, Section (iv).
9 See Chapter VI, Section 11(a)(1).
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order becomes marketable against the
ABBO.
Chapter VI, Section 11(1)(A) [sic]
provides that a SEEK order remaining
on the book after the opening process or
received during open trading that is
marketable against the ABBO when the
ABBO is better than the displayed
Exchange BBO will initiate a Route
Timer not to exceed one second, and
expose the SEEK order at the NBBO to
allow market participants an
opportunity to interact with the SEEK
order. During the Route Timer, the
SEEK order will be included in the
displayed Exchange BBO at the better of
a price one MPV away from the ABBO
or the established Exchange BBO. If,
during the Route Timer, any new
interest arrives opposite the SEEK order
that is equal to or better than the ABBO
price, the SEEK order will trade against
such new interest at the ABBO price.
While on the book at the limit price,
should a SEEK order subsequently be
locked or crossed by another market
center, the System will not re-expose
the order. An order exposure alert may
be sent if the order size is modified.
Chapter VI, Section 11(1)(B) [sic]
provides that a SRCH order remaining
on the book after the opening process or
received during open trading that is
marketable against the ABBO when the
ABBO is better than the displayed
Exchange BBO will initiate a Route
Timer not to exceed one second, and
expose the SRCH order at the NBBO to
allow market participants an
opportunity to interact with the
remainder of the SRCH order. During
the Route Timer, the SRCH order will be
included in the displayed Exchange
BBO at the better of a price one MPV
away from the ABBO or the established
Exchange BBO. If, during the Route
Timer, any new interest arrives opposite
the SRCH order that is equal to or better
than the ABBO price, the SRCH order
will trade against such new interest at
the ABBO price. Once on the book,
should a SRCH order subsequently be
locked or crossed by another market
center, it will be re-exposed, provided it
is not on the book at its limit price, and
re-route. An order exposure alert may be
sent if the order size is modified.10
The Exchange proposes two new sets
of fees and rebates in respect of the
order exposure alert system, which
would apply to Customers,11 BX
10 For additional discussion regarding the BX
order exposure process, see Chapter VI, Section
11(a)(1). See also Chapter VII, Section 12 which
discusses when orders routed to BX Options may
be executed by Options Participants (BX Chapter 1,
Section 1(a)(41)) as principal orders.
11 The term ‘‘Customer’’ or (‘‘C’’) applies to any
transaction that is identified by a Participant for
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Federal Register / Vol. 80, No. 233 / Friday, December 4, 2015 / Notices
Options Market Makers,12 and nonCustomers:
Change 1. For Penny Pilot Options,13
the Exchange proposes to establish
rebates and fees for orders that trigger or
respond to order exposure alerts.
Change 2. For non-Penny Pilot
Options, the Exchange is proposing to
establish rebates and fees for orders that
trigger or respond to order exposure
alerts.
Each specific change is described in
detail below.
Change 1—Penny Pilot Options: Order
Exposure Alert Rebates and Fees
For Penny Pilot Options, the
Exchange is proposing to establish
rebates for orders triggering an order
exposure alert 14 and fees for orders
responding to order exposure alerts.
Currently, the Exchange has no such
rebates and fees.
For Penny Pilot Options, the rebates
will range from $0.00 to $0.34 (per
executed contract). Specifically,
proposed Chapter XV, Section 2
subsection (4) will state that the
Customer rebate for orders triggering
order exposure alert will be $0.34. There
will be no rebates for BX Options
Market Makers and non-Customers. For
Penny Pilot Options, the fees will range
from $0.39 to $0.45. Specifically,
proposed subsection (4) will state
regarding Penny Pilot Options that the
Customer fee for orders responding to
order exposure alert will be $0.39; and
the BX Options Market Maker fee will
similarly be $0.39. The non-Customer
fee for orders responding to order
exposure alert will be $0.45.
Change 2—Non-Penny Pilot Options:
Order Exposure Alert Rebates and Fees
For non-Penny Pilot Options, the
Exchange is proposing to establish
rebates for orders triggering an order
exposure alert 15 and fees for orders
responding to order exposure alerts.
Currently, the Exchange has no such
rebates or fees.
For non-Penny Pilot Options, the
rebates will range from $0.00 to $0.70
(per executed contract). Specifically,
proposed Chapter XV, Section 2
subsection (4) will state that the
Customer rebate for orders triggering
order exposure alert will be $0.70. There
will be no rebates for BX Options
Market Makers and non-Customers. For
non-Penny Pilot Options, the fees will
range from $0.85 to $0.89. Specifically,
proposed subsection (4) will state that
for non-Penny Pilot Options the
Customer fee for orders responding to
order exposure alert will be $0.85; and
the BX Options Market Maker fee will
similarly be $0.85. The non-Customer
fee for orders responding to order
exposure alert will be $0.89.
As proposed, Chapter XV, Section 2
subsection (4) will read as follows.
(4) Fees for execution of contracts on
the BX Options Market that generate an
order exposure alert per BX Chapter VI,
Section 11(a):
FEES AND REBATES
[Per executed contract]
BX Options
Market Maker
Customer
Penny Pilot Options:
Rebate for Order triggering order exposure alert ..........................................................
Fee for Order responding to order exposure alert .........................................................
Non-Penny Pilot Options:
Rebate for Order triggering order exposure alert ..........................................................
Fee for Order responding to order exposure alert .........................................................
The Exchange is adopting these fees
and rebates at this time because it
believes that they will provide
incentives to use the Exchange’s order
exposure functionality. The Exchange
believes that its proposal should
provide increased opportunities for
participation in executions on the
Exchange, facilitating the ability of the
Exchange to bring together participants
and encourage more robust competition
for orders.
2. Statutory Basis
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The Exchange believes that the
proposed rule change is consistent with
the provisions of Section 6 of the Act,16
in general, and with Section 6(b)(4) and
clearing in the Customer range at The Options
Clearing Corporation (‘‘OCC’’) which is not for the
account of broker or dealer or for the account of a
‘‘Professional’’ (as that term is defined in Chapter
I, Section 1(a)(48)). BX Chapter XV.
12 BX Options Market Makers may also be referred
to as ‘‘Market Makers’’. The term ‘‘BX Options
Market Maker’’ or (‘‘M’’) means a Participant that
has registered as a Market Maker on BX Options
pursuant to Chapter VII, Section 2, and must also
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18:41 Dec 03, 2015
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Non-customer 1
$0.34
0.39
$0.00
0.39
$0.00
0.45
0.70
0.85
0.00
0.85
0.00
0.89
6(b)(5) of the Act,17 in particular, in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and issuers and
other persons using any facility or
system which the Exchange operates or
controls, and is not designed to permit
unfair discrimination between
customers, issuers, brokers, or dealers.
The Commission and the courts have
repeatedly expressed their preference
for competition over regulatory
intervention in determining prices,
products, and services in the securities
markets. In Regulation NMS, for
example, the Commission indicated that
market forces should generally
determine the price of non-core market
data because national market system
regulation ‘‘has been remarkably
successful in promoting market
competition in its broader forms that are
most important to investors and listed
companies.’’ 18 Likewise, in
NetCoalition v. NYSE Arca, Inc., 615
F.3d 525 (D.C. Cir. 2010), the D.C.
Circuit upheld the Commission’s use of
a market-based approach in evaluating
the fairness of market data fees against
a challenge claiming that Congress
mandated a cost-based approach.19 As
the court emphasized, the Commission
‘‘intended in Regulation NMS that
‘market forces, rather than regulatory
requirements’ play a role in determining
the market data . . . to be made
remain in good standing pursuant to Chapter VII,
Section 4. In order to receive Market Maker pricing
in all securities, the Participant must be registered
as a BX Options Market Maker in at least one
security.
13 The Penny Pilot was established in June 2012
and extended in 2015. See Securities Exchange Act
Release Nos. 67256 (June 26, 2012), 77 FR 39277
(July 2, 2012) (SR–BX–2012–030) (order approving
BX option rules and establishing Penny Pilot); and
75326 (June 29, 2015), 80 FR 38481 (July 6, 2015)
(SR–BX–2015–037) (notice of filing and immediate
effectiveness extending the Penny Pilot through
June 30, 2016).
14 See Chapter VI, Section 11(a)(1).
15 See Chapter VI, Section 11(a)(1).
16 15 U.S.C. 78f.
17 15 U.S.C. 78f(b)(4) and (5).
18 Exchange Act Release No. 34–51808 (June 9,
2005) (‘‘Regulation NMS Adopting Release’’).
19 See NetCoalition, 615 F.3d at 534.
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Federal Register / Vol. 80, No. 233 / Friday, December 4, 2015 / Notices
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available to investors and at what
cost.’’ 20
Further, ‘‘[n]o one disputes that
competition for order flow is ‘fierce.’
. . . As the SEC explained, ‘[i]n the U.S.
national market system, buyers and
sellers of securities, and the brokerdealers that act as their order-routing
agents, have a wide range of choices of
where to route orders for execution’;
[and] ‘no exchange can afford to take its
market share percentages for granted’
because ‘no exchange possesses a
monopoly, regulatory or otherwise, in
the execution of order flow from broker
dealers’ . . . .’’ 21 Although the Court
and the SEC were discussing the cash
equities markets, the Exchange believes
that, as discussed above, these views
apply with equal force to the options
markets.
The Exchange’s proposal establishes
fees and rebates regarding order
exposure alert. Order exposure has the
potential to result in more efficient
executions for customers as responses to
exposed orders could result in faster
executions. Order exposure assures that
such exposed orders will only receive
executions at a price at least as good as
the price disseminated by the best away
market at the time the order was
received. The Exchange believes that its
proposal should provide increased
opportunities for participation in
executions on the Exchange, facilitating
the ability of the Exchange to bring
together participants and encourage
more robust competition for orders.
Change 1—Penny Pilot Options: Order
Exposure Alert Rebates and Fees
For Penny Pilot Options, establishing
a Customer rebate for orders triggering
order exposure alert at $0.34 per
executed contract, with no rebates for
BX Options Market Makers and nonCustomers, is reasonable because it
encourages the desired Customer
behavior by attracting Customer interest
to the Exchange. Establishing a
Customer, BX Options Market Maker,
and non-Customer fee for orders
responding to order exposure alert at
$0.39, $0.39, and $0.45 per executed
contract, respectively, is reasonable
because the associated revenue will
allow the Exchange to maintain and
enhance its services.
For Penny Pilot Options, establishing
the rebate for Customers and fee for
Customers, BX Market Makers, and nonCustomers is equitable and not unfairly
discriminatory. This is because the
Exchange’s proposal to pay rebates for
20 Id.
orders that trigger order exposure alert
or assess fees for orders that respond to
order exposure alert will apply the same
rebate and fee to all similarly situated
participants.
For Penny Pilot Options, Customers
are the only ones that would get a rebate
per executed contract for triggering
order exposure alert ($0.34), and
Customers would pay the lowest fee for
responding to order exposure alert
($0.39), for the lowest effective order
exposure assessment. The Exchange
believes that this is reasonable.
Customer activity enhances liquidity on
the Exchange for the benefit of all
market participants and benefits all
market participants by providing more
trading opportunities, which attracts
market makers. An increase in the
activity of these market participants in
turn facilitates tighter spreads, which
may cause an additional corresponding
increase in order flow from other market
participants. BX Options Market Makers
would get the second lowest effective
fee for responding to order exposure
alert ($0.39)—and no rebate. The
Exchange believes that the
differentiation is reasonable and notes
that unlike others (e.g. non-Customers)
each BX Options Market Maker commits
to various obligations. For example,
transactions of a BX Market Maker must
constitute a course of dealings
reasonably calculated to contribute to
the maintenance of a fair and orderly
market, and Market Makers should not
make bids or offers or enter into
transactions that are inconsistent with
such course of dealings. Further, all
Market Makers are designated as
specialists on BX for all purposes under
the Act or rules thereunder.22
Change 2—Non-Penny Pilot Options:
Order Exposure Alert Rebates and Fees
For non-Penny Pilot Options,
establishing a Customer rebate for
orders triggering order exposure alert at
$0.70 per executed contract, with no
rebates for BX Options Market Makers
and non-Customers, is reasonable
because it encourages the desired
Customer behavior by attracting
Customer interest to the Exchange.
Establishing a Customer, BX Options
Market Maker, and non-Customer fee for
orders responding to order exposure
alert at $0.85, $0.85, and $0.89 per
executed contract, respectively, is
reasonable because the associated
revenue will allow the Exchange to
maintain and enhance its services.
For non-Penny Pilot Options,
establishing the rebate for Customers
at 537.
21 NetCoalition
I, 615 F.3d at 539 (quoting
ArcaBook Order, 73 FR at 74782–74783).
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18:41 Dec 03, 2015
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22 See Chapter VII, Section 5, entitled
‘‘Obligations of Market Makers’’.
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and fee for Customers, BX Market
Makers, and non-Customers is equitable
and not unfairly discriminatory. This is
because the Exchange’s proposal to pay
rebates for orders that trigger order
exposure alert or assess fees for orders
that respond to order exposure alert will
apply the same rebate and fee to all
similarly situated participants.
For non-Penny Pilot Options,
similarly to Penny Pilot Options,
Customers are the only ones that would
get a rebate per executed contract for
triggering order exposure alert ($0.70),
and Customers would pay the lowest fee
for responding to order exposure alert
($0.85), for the lowest effective order
exposure assessment. The Exchange
believes that this is reasonable.
Customer activity enhances liquidity on
the Exchange for the benefit of all
market participants and benefits all
market participants by providing more
trading opportunities, which attracts
market makers. An increase in the
activity of these market participants in
turn facilitates tighter spreads, which
may cause an additional corresponding
increase in order flow from other market
participants. BX Options Market Makers
would get the second lowest effective
fee for responding to order exposure
alert ($0.85)—and no rebate. The
Exchange believes that the
differentiation is reasonable and notes
that unlike others (e.g. non-Customers)
each BX Options Market Maker commits
to various obligations. As discussed, for
example, transactions of a BX Market
Maker must constitute a course of
dealings reasonably calculated to
contribute to the maintenance of a fair
and orderly market, and Market Makers
should not make bids or offers or enter
into transactions that are inconsistent
with such course of dealings.23
The Exchange is adopting the
proposed fees and rebates at this time
because it believes that the associated
revenue will allow it to continue and
enhance order exposure services.
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 not
necessary or appropriate in furtherance
of the purposes of the Act. Specifically,
the Exchange does not believe that its
proposal to establish rebates for orders
triggering an order exposure alert and
fees for orders responding to order
23 See Chapter VII, Section 5, entitled
‘‘Obligations of Market Makers’’. Further, all Market
Makers are designated as specialists on BX for all
purposes under the Act or rules thereunder. See
Chapter VII, Section 2.
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Federal Register / Vol. 80, No. 233 / Friday, December 4, 2015 / Notices
exposure alerts will impose any burden
on competition, as discussed below.
The Exchange operates in a highly
competitive market in which many
sophisticated and knowledgeable
market participants can readily and do
send order flow to competing exchanges
if they deem fee levels or rebate
incentives at a particular exchange to be
excessive or inadequate. Additionally,
new competitors have entered the
market and still others are reportedly
entering the market shortly. These
market forces ensure that the Exchange’s
fees and rebates remain competitive
with the fee structures at other trading
platforms. In that sense, the Exchange’s
proposal is actually pro-competitive
because the Exchange is simply
establishing rebates and fees in order to
remain competitive in the current
environment.
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. In terms of
inter-market competition, the Exchange
notes that it operates in a highly
competitive market in which market
participants can readily favor competing
venues if they deem fee levels at a
particular venue to be excessive, or
rebate opportunities available at other
venues to be more favorable. In such an
environment, the Exchange must
continually adjust its fees to remain
competitive with other exchanges and
with alternative trading systems that
have been exempted from compliance
with the statutory standards applicable
to exchanges. Because competitors are
free to modify their own fees in
response, and because market
participants may readily adjust their
order routing practices, the Exchange
believes that the degree to which fee
changes in this market may impose any
burden on competition is extremely
limited. In terms of intra-market
competition, the Exchange notes that
price differentiation among different
market participants operating on the
Exchange (e.g., Customer, BX Options
Market Maker, non-Customer) is
reasonable. Customer activity, for
example, enhances liquidity on the
Exchange for the benefit of all market
participants and benefits all market
participants by providing more trading
opportunities, which attracts market
makers. An increase in the activity of
these market participants (particularly
in response to pricing) in turn facilitates
tighter spreads, which may cause an
additional corresponding increase in
order flow from other market
participants. Moreover, unlike others
(e.g. non-Customers) each BX Options
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18:41 Dec 03, 2015
Jkt 238001
Market Maker commits to various
obligations. These obligations include,
for example, transactions of a BX Market
Maker must constitute a course of
dealings reasonably calculated to
contribute to the maintenance of a fair
and orderly market, and Market Makers
should not make bids or offers or enter
into transactions that are inconsistent
with such course of dealings.24
In this instance, the proposed changes
to the charges assessed and credits
available to member firms in respect of
order exposure alerts do not impose a
burden on competition because the
Exchange’s execution and routing
services are completely voluntary and
subject to extensive competition both
from other exchanges and from offexchange venues. If the changes
proposed herein are unattractive to
market participants, it is likely that the
Exchange will lose market share as a
result. Accordingly, the Exchange does
not believe that the proposed changes
will impair the ability of members or
competing order execution venues to
maintain their competitive standing in
the financial markets. Additionally, the
changes proposed herein are procompetitive to the extent that they
continue to allow the Exchange to
promote and maintain an order
exposure alert that has the potential to
result in more efficient executions as
responses to exposed orders could result
in faster executions.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A)(ii) of
the Act,25 the Exchange has designated
this proposal as establishing or changing
a due, fee, or other charge imposed by
the self-regulatory organization on any
person, whether or not the person is a
member of the self-regulatory
organization, which renders the
proposed rule change effective upon
filing.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
24 See Chapter VII, Section 5, entitled
‘‘Obligations of Market Makers’’. Further, all Market
Makers are designated as specialists on BX for all
purposes under the Act or rules thereunder. See
Chapter VII, Section 2.
25 15 U.S.C. 78s(b)(3)(A)(ii).
PO 00000
Frm 00045
Fmt 4703
Sfmt 4703
75893
action is: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) 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–
BX–2015–075 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–BX–2015–075. 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–BX–
E:\FR\FM\04DEN1.SGM
04DEN1
75894
Federal Register / Vol. 80, No. 233 / Friday, December 4, 2015 / Notices
2015–075 and should be submitted on
or before December 28, 2015.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.26
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–30607 Filed 12–3–15; 8:45 am]
BILLING CODE 8011–01–P
DEPARTMENT OF STATE
[Public Notice: 9368]
Notice of Renewal of the Charter of the
Department of State’s Advisory
Committee on Private International
Law
The Department of State has renewed
the Charter of the Advisory Committee
on Private International Law. Through
the Committee, the Department of State
obtains the views of the public with
respect to significant private
international law issues that arise in
international organizations of which the
United States is a Member State, in
international bodies in whose work the
United States has an interest, or in the
foreign relations of the United States.
The Committee is comprised of
representatives from other government
agencies, representatives of national
organizations, and experts and
professionals active in the field of
international law.
Comments should be sent to the
Office of the Assistant Legal Adviser for
Private International Law at PIL@
state.gov. Copies of the draft Charter
may be obtained by contacting Tricia
Smeltzer at smeltzertk@state.gov.
Dated: October 23, 2015.
Timothy R. Schnabel,
Attorney-Adviser, Office of Private
International Law, Office of the Legal Adviser,
Department of State.
[FR Doc. 2015–30714 Filed 12–3–15; 8:45 am]
BILLING CODE 4710–08–P
DEPARTMENT OF TRANSPORTATION
National Highway Traffic Safety
Administration
asabaliauskas on DSK5VPTVN1PROD with NOTICES
[Docket No. DOT–NHTSA–2015–0115]
Notice and Request for Comments
National Highway Traffic
Safety Administration (NHTSA),
Department of Transportation (DOT).
ACTION: Notice and request for
comments.
AGENCY:
26 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
18:41 Dec 03, 2015
Jkt 238001
The Department of
Transportation (DOT) invites public
comments about our intention to request
the Office of Management and Budget
(OMB) approval to renew an
information collection. Before a Federal
agency can collect certain information
from the public, it must receive
approval from the Office of Management
and Budget (OMB). Under procedures
established by the Paperwork Reduction
Act of 1995, before seeking OMB
approval, Federal agencies must solicit
public comment on proposed
collections of information, including
extensions and reinstatement of
previously approved collections.
DATES: Written comments should be
submitted by February 2, 2016.
ADDRESSES: You may submit comments
[identified by Docket No. DOT–OST–
200X–XXXX] through one of the
following methods:
• Federal eRulemaking Portal: https://
www.regulations.gov. Follow the online
instructions for submitting comments.
• Fax: 1–202–493–2251.
• Mail or Hand Delivery: Docket
Management Facility, U.S. Department
of Transportation, 1200 New Jersey
Avenue SE., West Building, Room W12–
140, Washington, DC 20590, between 9
a.m. and 5 p.m., Monday through
Friday, except on Federal holidays.
FOR FURTHER INFORMATION CONTACT:
Walter Culbreath 202–366–1566, Office
of the Chief Information Officer, U.S.
Department of Transportation, 1200
New Jersey Avenue SE., Washington,
DC 20590.
SUPPLEMENTARY INFORMATION:
SUMMARY:
(1) OMB Control Number: 2127–0597
Title: 23 CFR Parts Uniform Safety
Program Cost Summary Form for
Highway Safety Plan.
Type of Review: Renewal of a
previously approved information
collection.
Abstract: Each State shall have a
highway safety program approved by
the Secretary, designed to reduce traffic
accidents and deaths, injuries, and
property damage resulting there from.
Such program shall be in accordance
with uniform guidelines promulgated by
the Secretary to improve driver
performance, and to improve pedestrian
performance, motorcycle safety and
bicycle safety. Under this program,
States submit the Highway Safety
Program and other documentation
explaining how they intend to use the
grant funds. In order to account for
funds expended under these priority
areas and other program areas, States are
required to submit a Program Cost
Summary. The Program Cost Summary
PO 00000
Frm 00046
Fmt 4703
Sfmt 4703
is completed to reflect the State’s
proposed Allocation of funds (including
carry-forward funds) by program area,
based on the projects and activities
identified in the Highway Safety Plan
Affected Public: Individuals and
Households, Businesses and
Organizations, State, Local or Tribal
Government.
Estimated Number of Respondents:
57.
Frequency: 20 per year.
Number of Responses: 1,140.
Estimated Total Annual Burden
Hours: 570 hours.
Estimated Total Annual Cost Burden:
0.
(2) OMB Control Number: 2127–0019
Title: CFR part 537, Automotive Fuel
Economy Reports.
Type of Review: Renewal of a
previously approved information
collection.
Abstract: 49 United States Code
(U.S.C.) 32907(a) requires a
manufacturer to submit reports to the
Secretary of Transportation on whether
a manufacturer will comply with an
applicable average fuel economy
standard under 49 U.S.C. 32902 of this
title for the model year for which the
report is made; the actions a
manufacturer has taken or intends to
take to comply with the standard; and
other information the Secretary requires
by regulation. Under 49 CFR part 537,
NHTSA also requires manufacturers to
provide data on vehicle footprint so that
the agency could determine a
manufacturer’s required fuel economy
level and its compliance with that level.
The information collected provides the
National Highway Traffic Safety
Administration (NHTSA) with advance
indication whether automotive
manufacturers are complying with the
applicable average fuel economy
standards; furnishes NHTSA with the
necessary information to prepare its
annual update on the Automotive Fuel
Economy Program; aids NHTSA in
responding to general requests
concerning automotive fuel economy;
and supplies NHTSA with detailed and
current technical and economic
information that will be used to evaluate
possible future average fuel economy
standards.
Respondents: Automobile
manufacturers.
Estimated Number of Respondents:
30.
Estimated Number of Responses: 54;
some manufacturers have multiple fleets
and 49 CFR part 537 requires a separate
report for each fleet.
Estimated Total Annual Burden:
3,189 hours.
E:\FR\FM\04DEN1.SGM
04DEN1
Agencies
[Federal Register Volume 80, Number 233 (Friday, December 4, 2015)]
[Notices]
[Pages 75889-75894]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-30607]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76527; File No. SR-BX-2015-075]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change To Establish
Fees and Rebates Related to Order Exposure
November 30, 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 November 20, 2015, NASDAQ OMX BX, Inc. (``BX'' or ``Exchange'')
filed with the Securities and Exchange Commission (``SEC'' or
``Commission'') the proposed rule change as described in Items I, II,
and III, below, which Items have been prepared by the Exchange. The
Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\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 proposes to amend its Options Pricing at Chapter XV
Section 2, entitled ``BX Options Market--Fees and Rebates,'' which
governs pricing for BX members using the BX Options Market (``BX
Options''). The Exchange proposes to adopt fees and rebates related to
order exposure.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqomxbx.cchwallstreet.com/, at the principal
office of the Exchange, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
[[Page 75890]]
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend its Chapter XV, Section 2 to add new
subsection (4) to adopt fees and rebates related to order exposure
alerts on the BX Options market.
The Exchange has recently filed a proposal to implement an order
exposure alert in BX Chapter VI, Section 11,\3\ in order to provide
marketable orders an additional opportunity for execution on the
Exchange when the Exchange is not part of the national best bid or
offer (``NBBO'') contra to the order and the order locks or crosses the
away best bid or offer (``ABBO'').\4\ The order exposure alert will
apply to both SEEK \5\ and SRCH \6\ orders \7\ and is similar to the
order exposure alert process already in place on Phlx.\8\ The order
exposure alert process permits the Exchange to apply the Route Timer
\9\ prior to the initial and subsequent routing of the order, and
allows routing of the order after exposure occurs (during open trading)
every time an order becomes marketable against the ABBO.
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 76199 (October 20,
2015), 80 FR 65271 (October 26, 2015) (SR-BX-2015-057) (notice of
filing and immediate effectiveness).
\4\ Similar functionality currently exists on NASDAQ OMX PHLX.
See Securities Exchange Act Release No. 68517 (December 21, 2012),
77 FR 77134 (December 31, 2012) (SR-Phlx-2012-136); and Phlx Rule
1080(m), Away Markets and Order Routing, Section (iv).
\5\ SEEK is a routing option pursuant to which an order will
first check the System for available contracts for execution, and
then is sent to other available market centers for potential
execution. A SEEK order remaining on the book after the opening
process or received during open trading that is marketable against
the ABBO when the ABBO is better than the displayed Exchange BBO
will initiate a Route Timer not to exceed one second, and expose the
SEEK order at the NBBO to allow market participants an opportunity
to interact with the remainder of the SEEK order. During the Route
Timer, the SEEK order will be included in the displayed Exchange BBO
at the better of a price one MPV away from the ABBO or the
established Exchange BBO. If, during the Route Timer, any new
interest arrives opposite the SEEK order that is equal to or better
than the ABBO price, the SEEK order will trade against such new
interest at the ABBO price. When checking the book, the System will
seek to execute at the price at which it would send the order to a
destination market center. Eligible unexecuted orders will continue
to be routed as described in paragraph (a)(1)(D). If contracts
remain un-executed after routing, they are posted on the book. While
on the book at the limit price, should the order subsequently be
locked or crossed by another market center, the System will not re-
expose or route the order to the locking or crossing market center.
SEEK orders will not be eligible for routing until the next time the
option series is subject to a new opening or reopening. An order
exposure alert may be sent if the order size is modified. See
Chapter VI, Section 11(a)(1)(A).
\6\ SRCH is a routing option pursuant to which an order will
first check the System for available contracts for execution, and
then is sent to other available market centers for potential
execution. A SRCH order remaining on the book after the opening
process or received during open trading that is marketable against
the ABBO when the ABBO is better than the displayed Exchange BBO
will initiate a Route Timer not to exceed one second, and expose the
SRCH order at the NBBO to allow market participants an opportunity
to interact with the remainder of the SRCH order. During the Route
Timer, the SRCH order will be included in the displayed Exchange BBO
at the better of a price one MPV away from the ABBO or the
established Exchange BBO. If, during the Route Timer, any new
interest arrives opposite the SRCH order that is equal to or better
than the ABBO price, the SRCH order will trade against such new
interest at the ABBO price. When checking the book, the System will
seek to execute at the price at which it would send the order to a
destination market center. Eligible unexecuted orders will continue
to be routed as described in paragraph (a)(1)(D). If contracts
remain un-executed after routing, they are posted on the book. Once
on the book, should the order subsequently be locked or crossed by
another market center, it will be re-exposed, provided it is not on
the book at its limit price, and re-route. An order exposure alert
may be sent if the order size is modified. See Chapter VI, Section
11(a)(1)(B).
\7\ The order exposure alert is also applicable to orders that
are marked do not route (``DNR''). See Chapter VI, Section
11(a)(1)(C).
\8\ See Phlx Rule 1080(m), Away Markets and Order Routing,
Section (iv).
\9\ See Chapter VI, Section 11(a)(1).
---------------------------------------------------------------------------
Chapter VI, Section 11(1)(A) [sic] provides that a SEEK order
remaining on the book after the opening process or received during open
trading that is marketable against the ABBO when the ABBO is better
than the displayed Exchange BBO will initiate a Route Timer not to
exceed one second, and expose the SEEK order at the NBBO to allow
market participants an opportunity to interact with the SEEK order.
During the Route Timer, the SEEK order will be included in the
displayed Exchange BBO at the better of a price one MPV away from the
ABBO or the established Exchange BBO. If, during the Route Timer, any
new interest arrives opposite the SEEK order that is equal to or better
than the ABBO price, the SEEK order will trade against such new
interest at the ABBO price. While on the book at the limit price,
should a SEEK order subsequently be locked or crossed by another market
center, the System will not re-expose the order. An order exposure
alert may be sent if the order size is modified.
Chapter VI, Section 11(1)(B) [sic] provides that a SRCH order
remaining on the book after the opening process or received during open
trading that is marketable against the ABBO when the ABBO is better
than the displayed Exchange BBO will initiate a Route Timer not to
exceed one second, and expose the SRCH order at the NBBO to allow
market participants an opportunity to interact with the remainder of
the SRCH order. During the Route Timer, the SRCH order will be included
in the displayed Exchange BBO at the better of a price one MPV away
from the ABBO or the established Exchange BBO. If, during the Route
Timer, any new interest arrives opposite the SRCH order that is equal
to or better than the ABBO price, the SRCH order will trade against
such new interest at the ABBO price. Once on the book, should a SRCH
order subsequently be locked or crossed by another market center, it
will be re-exposed, provided it is not on the book at its limit price,
and re-route. An order exposure alert may be sent if the order size is
modified.\10\
---------------------------------------------------------------------------
\10\ For additional discussion regarding the BX order exposure
process, see Chapter VI, Section 11(a)(1). See also Chapter VII,
Section 12 which discusses when orders routed to BX Options may be
executed by Options Participants (BX Chapter 1, Section 1(a)(41)) as
principal orders.
---------------------------------------------------------------------------
The Exchange proposes two new sets of fees and rebates in respect
of the order exposure alert system, which would apply to Customers,\11\
BX
[[Page 75891]]
Options Market Makers,\12\ and non-Customers:
---------------------------------------------------------------------------
\11\ The term ``Customer'' or (``C'') applies to any transaction
that is identified by a Participant for clearing in the Customer
range at The Options Clearing Corporation (``OCC'') which is not for
the account of broker or dealer or for the account of a
``Professional'' (as that term is defined in Chapter I, Section
1(a)(48)). BX Chapter XV.
\12\ BX Options Market Makers may also be referred to as
``Market Makers''. The term ``BX Options Market Maker'' or (``M'')
means a Participant that has registered as a Market Maker on BX
Options pursuant to Chapter VII, Section 2, and must also remain in
good standing pursuant to Chapter VII, Section 4. In order to
receive Market Maker pricing in all securities, the Participant must
be registered as a BX Options Market Maker in at least one security.
---------------------------------------------------------------------------
Change 1. For Penny Pilot Options,\13\ the Exchange proposes to
establish rebates and fees for orders that trigger or respond to order
exposure alerts.
---------------------------------------------------------------------------
\13\ The Penny Pilot was established in June 2012 and extended
in 2015. See Securities Exchange Act Release Nos. 67256 (June 26,
2012), 77 FR 39277 (July 2, 2012) (SR-BX-2012-030) (order approving
BX option rules and establishing Penny Pilot); and 75326 (June 29,
2015), 80 FR 38481 (July 6, 2015) (SR-BX-2015-037) (notice of filing
and immediate effectiveness extending the Penny Pilot through June
30, 2016).
---------------------------------------------------------------------------
Change 2. For non-Penny Pilot Options, the Exchange is proposing to
establish rebates and fees for orders that trigger or respond to order
exposure alerts.
Each specific change is described in detail below.
Change 1--Penny Pilot Options: Order Exposure Alert Rebates and Fees
For Penny Pilot Options, the Exchange is proposing to establish
rebates for orders triggering an order exposure alert \14\ and fees for
orders responding to order exposure alerts. Currently, the Exchange has
no such rebates and fees.
---------------------------------------------------------------------------
\14\ See Chapter VI, Section 11(a)(1).
---------------------------------------------------------------------------
For Penny Pilot Options, the rebates will range from $0.00 to $0.34
(per executed contract). Specifically, proposed Chapter XV, Section 2
subsection (4) will state that the Customer rebate for orders
triggering order exposure alert will be $0.34. There will be no rebates
for BX Options Market Makers and non-Customers. For Penny Pilot
Options, the fees will range from $0.39 to $0.45. Specifically,
proposed subsection (4) will state regarding Penny Pilot Options that
the Customer fee for orders responding to order exposure alert will be
$0.39; and the BX Options Market Maker fee will similarly be $0.39. The
non-Customer fee for orders responding to order exposure alert will be
$0.45.
Change 2--Non-Penny Pilot Options: Order Exposure Alert Rebates and
Fees
For non-Penny Pilot Options, the Exchange is proposing to establish
rebates for orders triggering an order exposure alert \15\ and fees for
orders responding to order exposure alerts. Currently, the Exchange has
no such rebates or fees.
---------------------------------------------------------------------------
\15\ See Chapter VI, Section 11(a)(1).
---------------------------------------------------------------------------
For non-Penny Pilot Options, the rebates will range from $0.00 to
$0.70 (per executed contract). Specifically, proposed Chapter XV,
Section 2 subsection (4) will state that the Customer rebate for orders
triggering order exposure alert will be $0.70. There will be no rebates
for BX Options Market Makers and non-Customers. For non-Penny Pilot
Options, the fees will range from $0.85 to $0.89. Specifically,
proposed subsection (4) will state that for non-Penny Pilot Options the
Customer fee for orders responding to order exposure alert will be
$0.85; and the BX Options Market Maker fee will similarly be $0.85. The
non-Customer fee for orders responding to order exposure alert will be
$0.89.
As proposed, Chapter XV, Section 2 subsection (4) will read as
follows.
(4) Fees for execution of contracts on the BX Options Market that
generate an order exposure alert per BX Chapter VI, Section 11(a):
Fees and Rebates
[Per executed contract]
----------------------------------------------------------------------------------------------------------------
BX Options Non-customer
Customer Market Maker \1\
----------------------------------------------------------------------------------------------------------------
Penny Pilot Options:
Rebate for Order triggering order exposure alert......... $0.34 $0.00 $0.00
Fee for Order responding to order exposure alert......... 0.39 0.39 0.45
Non-Penny Pilot Options:
Rebate for Order triggering order exposure alert......... 0.70 0.00 0.00
Fee for Order responding to order exposure alert......... 0.85 0.85 0.89
----------------------------------------------------------------------------------------------------------------
The Exchange is adopting these fees and rebates at this time
because it believes that they will provide incentives to use the
Exchange's order exposure functionality. The Exchange believes that its
proposal should provide increased opportunities for participation in
executions on the Exchange, facilitating the ability of the Exchange to
bring together participants and encourage more robust competition for
orders.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the provisions of Section 6 of the Act,\16\ in general, and with
Section 6(b)(4) and 6(b)(5) of the Act,\17\ in particular, in that it
provides for the equitable allocation of reasonable dues, fees and
other charges among members and issuers and other persons using any
facility or system which the Exchange operates or controls, and is not
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78f.
\17\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
The Commission and the courts have repeatedly expressed their
preference for competition over regulatory intervention in determining
prices, products, and services in the securities markets. In Regulation
NMS, for example, the Commission indicated that market forces should
generally determine the price of non-core market data because national
market system regulation ``has been remarkably successful in promoting
market competition in its broader forms that are most important to
investors and listed companies.'' \18\ Likewise, in NetCoalition v.
NYSE Arca, Inc., 615 F.3d 525 (D.C. Cir. 2010), the D.C. Circuit upheld
the Commission's use of a market-based approach in evaluating the
fairness of market data fees against a challenge claiming that Congress
mandated a cost-based approach.\19\ As the court emphasized, the
Commission ``intended in Regulation NMS that `market forces, rather
than regulatory requirements' play a role in determining the market
data . . . to be made
[[Page 75892]]
available to investors and at what cost.'' \20\
---------------------------------------------------------------------------
\18\ Exchange Act Release No. 34-51808 (June 9, 2005)
(``Regulation NMS Adopting Release'').
\19\ See NetCoalition, 615 F.3d at 534.
\20\ Id. at 537.
---------------------------------------------------------------------------
Further, ``[n]o one disputes that competition for order flow is
`fierce.' . . . As the SEC explained, `[i]n the U.S. national market
system, buyers and sellers of securities, and the broker-dealers that
act as their order-routing agents, have a wide range of choices of
where to route orders for execution'; [and] `no exchange can afford to
take its market share percentages for granted' because `no exchange
possesses a monopoly, regulatory or otherwise, in the execution of
order flow from broker dealers' . . . .'' \21\ Although the Court and
the SEC were discussing the cash equities markets, the Exchange
believes that, as discussed above, these views apply with equal force
to the options markets.
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\21\ NetCoalition I, 615 F.3d at 539 (quoting ArcaBook Order, 73
FR at 74782-74783).
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The Exchange's proposal establishes fees and rebates regarding
order exposure alert. Order exposure has the potential to result in
more efficient executions for customers as responses to exposed orders
could result in faster executions. Order exposure assures that such
exposed orders will only receive executions at a price at least as good
as the price disseminated by the best away market at the time the order
was received. The Exchange believes that its proposal should provide
increased opportunities for participation in executions on the
Exchange, facilitating the ability of the Exchange to bring together
participants and encourage more robust competition for orders.
Change 1--Penny Pilot Options: Order Exposure Alert Rebates and Fees
For Penny Pilot Options, establishing a Customer rebate for orders
triggering order exposure alert at $0.34 per executed contract, with no
rebates for BX Options Market Makers and non-Customers, is reasonable
because it encourages the desired Customer behavior by attracting
Customer interest to the Exchange. Establishing a Customer, BX Options
Market Maker, and non-Customer fee for orders responding to order
exposure alert at $0.39, $0.39, and $0.45 per executed contract,
respectively, is reasonable because the associated revenue will allow
the Exchange to maintain and enhance its services.
For Penny Pilot Options, establishing the rebate for Customers and
fee for Customers, BX Market Makers, and non-Customers is equitable and
not unfairly discriminatory. This is because the Exchange's proposal to
pay rebates for orders that trigger order exposure alert or assess fees
for orders that respond to order exposure alert will apply the same
rebate and fee to all similarly situated participants.
For Penny Pilot Options, Customers are the only ones that would get
a rebate per executed contract for triggering order exposure alert
($0.34), and Customers would pay the lowest fee for responding to order
exposure alert ($0.39), for the lowest effective order exposure
assessment. The Exchange believes that this is reasonable. Customer
activity enhances liquidity on the Exchange for the benefit of all
market participants and benefits all market participants by providing
more trading opportunities, which attracts market makers. An increase
in the activity of these market participants in turn facilitates
tighter spreads, which may cause an additional corresponding increase
in order flow from other market participants. BX Options Market Makers
would get the second lowest effective fee for responding to order
exposure alert ($0.39)--and no rebate. The Exchange believes that the
differentiation is reasonable and notes that unlike others (e.g. non-
Customers) each BX Options Market Maker commits to various obligations.
For example, transactions of a BX Market Maker must constitute a course
of dealings reasonably calculated to contribute to the maintenance of a
fair and orderly market, and Market Makers should not make bids or
offers or enter into transactions that are inconsistent with such
course of dealings. Further, all Market Makers are designated as
specialists on BX for all purposes under the Act or rules
thereunder.\22\
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\22\ See Chapter VII, Section 5, entitled ``Obligations of
Market Makers''.
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Change 2--Non-Penny Pilot Options: Order Exposure Alert Rebates and
Fees
For non-Penny Pilot Options, establishing a Customer rebate for
orders triggering order exposure alert at $0.70 per executed contract,
with no rebates for BX Options Market Makers and non-Customers, is
reasonable because it encourages the desired Customer behavior by
attracting Customer interest to the Exchange. Establishing a Customer,
BX Options Market Maker, and non-Customer fee for orders responding to
order exposure alert at $0.85, $0.85, and $0.89 per executed contract,
respectively, is reasonable because the associated revenue will allow
the Exchange to maintain and enhance its services.
For non-Penny Pilot Options, establishing the rebate for Customers
and fee for Customers, BX Market Makers, and non-Customers is equitable
and not unfairly discriminatory. This is because the Exchange's
proposal to pay rebates for orders that trigger order exposure alert or
assess fees for orders that respond to order exposure alert will apply
the same rebate and fee to all similarly situated participants.
For non-Penny Pilot Options, similarly to Penny Pilot Options,
Customers are the only ones that would get a rebate per executed
contract for triggering order exposure alert ($0.70), and Customers
would pay the lowest fee for responding to order exposure alert
($0.85), for the lowest effective order exposure assessment. The
Exchange believes that this is reasonable. Customer activity enhances
liquidity on the Exchange for the benefit of all market participants
and benefits all market participants by providing more trading
opportunities, which attracts market makers. An increase in the
activity of these market participants in turn facilitates tighter
spreads, which may cause an additional corresponding increase in order
flow from other market participants. BX Options Market Makers would get
the second lowest effective fee for responding to order exposure alert
($0.85)--and no rebate. The Exchange believes that the differentiation
is reasonable and notes that unlike others (e.g. non-Customers) each BX
Options Market Maker commits to various obligations. As discussed, for
example, transactions of a BX Market Maker must constitute a course of
dealings reasonably calculated to contribute to the maintenance of a
fair and orderly market, and Market Makers should not make bids or
offers or enter into transactions that are inconsistent with such
course of dealings.\23\
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\23\ See Chapter VII, Section 5, entitled ``Obligations of
Market Makers''. Further, all Market Makers are designated as
specialists on BX for all purposes under the Act or rules
thereunder. See Chapter VII, Section 2.
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The Exchange is adopting the proposed fees and rebates at this time
because it believes that the associated revenue will allow it to
continue and enhance order exposure services.
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 not necessary or appropriate in
furtherance of the purposes of the Act. Specifically, the Exchange does
not believe that its proposal to establish rebates for orders
triggering an order exposure alert and fees for orders responding to
order
[[Page 75893]]
exposure alerts will impose any burden on competition, as discussed
below.
The Exchange operates in a highly competitive market in which many
sophisticated and knowledgeable market participants can readily and do
send order flow to competing exchanges if they deem fee levels or
rebate incentives at a particular exchange to be excessive or
inadequate. Additionally, new competitors have entered the market and
still others are reportedly entering the market shortly. These market
forces ensure that the Exchange's fees and rebates remain competitive
with the fee structures at other trading platforms. In that sense, the
Exchange's proposal is actually pro-competitive because the Exchange is
simply establishing rebates and fees in order to remain competitive in
the current environment.
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. In terms of inter-market
competition, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing venues if they deem fee levels at a particular venue to be
excessive, or rebate opportunities available at other venues to be more
favorable. In such an environment, the Exchange must continually adjust
its fees to remain competitive with other exchanges and with
alternative trading systems that have been exempted from compliance
with the statutory standards applicable to exchanges. Because
competitors are free to modify their own fees in response, and because
market participants may readily adjust their order routing practices,
the Exchange believes that the degree to which fee changes in this
market may impose any burden on competition is extremely limited. In
terms of intra-market competition, the Exchange notes that price
differentiation among different market participants operating on the
Exchange (e.g., Customer, BX Options Market Maker, non-Customer) is
reasonable. Customer activity, for example, enhances liquidity on the
Exchange for the benefit of all market participants and benefits all
market participants by providing more trading opportunities, which
attracts market makers. An increase in the activity of these market
participants (particularly in response to pricing) in turn facilitates
tighter spreads, which may cause an additional corresponding increase
in order flow from other market participants. Moreover, unlike others
(e.g. non-Customers) each BX Options Market Maker commits to various
obligations. These obligations include, for example, transactions of a
BX Market Maker must constitute a course of dealings reasonably
calculated to contribute to the maintenance of a fair and orderly
market, and Market Makers should not make bids or offers or enter into
transactions that are inconsistent with such course of dealings.\24\
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\24\ See Chapter VII, Section 5, entitled ``Obligations of
Market Makers''. Further, all Market Makers are designated as
specialists on BX for all purposes under the Act or rules
thereunder. See Chapter VII, Section 2.
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In this instance, the proposed changes to the charges assessed and
credits available to member firms in respect of order exposure alerts
do not impose a burden on competition because the Exchange's execution
and routing services are completely voluntary and subject to extensive
competition both from other exchanges and from off-exchange venues. If
the changes proposed herein are unattractive to market participants, it
is likely that the Exchange will lose market share as a result.
Accordingly, the Exchange does not believe that the proposed changes
will impair the ability of members or competing order execution venues
to maintain their competitive standing in the financial markets.
Additionally, the changes proposed herein are pro-competitive to the
extent that they continue to allow the Exchange to promote and maintain
an order exposure alert that has the potential to result in more
efficient executions as responses to exposed orders could result in
faster executions.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A)(ii) of the Act,\25\ the Exchange
has designated this proposal as establishing or changing a due, fee, or
other charge imposed by the self-regulatory organization on any person,
whether or not the person is a member of the self-regulatory
organization, which renders the proposed rule change effective upon
filing.
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\25\ 15 U.S.C. 78s(b)(3)(A)(ii).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) 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-BX-2015-075 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-BX-2015-075. 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-BX-
[[Page 75894]]
2015-075 and should be submitted on or before December 28, 2015.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\26\
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\26\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-30607 Filed 12-3-15; 8:45 am]
BILLING CODE 8011-01-P