Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending NYSE Arca Rule 2.23 To Establish the Securities Trader and Securities Trader Principal Registration Categories, 77063-77065 [2015-31276]
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Federal Register / Vol. 80, No. 238 / Friday, December 11, 2015 / Notices
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–CBOE–
2015–108, and should be submitted on
or before January 4, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Brent J. Fields,
Secretary.
[FR Doc. 2015–31177 Filed 12–10–15; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76577; File No. SR–
NYSEARCA–2015–116]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending NYSE Arca
Rule 2.23 To Establish the Securities
Trader and Securities Trader Principal
Registration Categories
jstallworth on DSK7TPTVN1PROD with NOTICES
December 8, 2015.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on
13 17
CFR 200.30–3(a)(12).
U.S.C.78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
14:55 Dec 10, 2015
Jkt 238001
November 24, 2015, NYSE Arca, Inc.
(the ‘‘Exchange’’ or ‘‘NYSE Arca’’) filed
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. 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
NYSE Arca Rule 2.23 to (1) prescribe the
Securities Traders examination (Series
57) (the ‘‘Series 57 Examination’’) as the
qualifying examination for registered
Market Makers, Market Maker
Authorized Traders (‘‘MMATs’’), Floor
Brokers and Securities Traders, (2)
eliminate reference to the S501Program
as a continuing education requirement,
and (3) rename the category
‘‘Proprietary Trader’’ as ‘‘Securities
Trader’’ in Exchange rules without
making any substantive change to the
definition of such term. The proposed
rule change is available on the
Exchange’s Web site at www.nyse.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
self-regulatory organization 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 those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend
NYSE Arca Rule 2.23 to prescribe the
Series 57 Examination as the qualifying
examination for registered Market
Makers, MMATs, Floor Brokers and
Securities Traders and eliminate
reference to the S501 Program as a
continuing education requirement.
NYSE Arca Rule 2.23 currently
specifies that the successful completion
PO 00000
Frm 00138
Fmt 4703
Sfmt 4703
77063
of the Proprietary Trader Qualification
Examination (‘‘Series 56 Examination’’)
is required in order to register as a
Market Maker, a MMAT, or a Floor
Broker.4 In addition, individuals
currently engaged solely in proprietary
trading, who are not required to register
as Market Makers, MMATs or Floor
Brokers, may qualify for registration by
successful completion of the Series 56
Examination or the General Securities
Representative Qualification
Examination (‘‘Series 7 Examination’’).5
The Exchange proposes to change the
prescribed examination for Market
Makers, MMATs, and Floor Brokers
from the Series 56 Examination to the
Series 57 Examination and also
proposes to replace the Series 56
Examination with the Series 57
Examination for individuals engaged
solely in proprietary trading. With this
proposed rule change, Market Makers,
MMATs, Floor Brokers and individuals
engaged solely in proprietary trading
will qualify for registration by passing
the Series 57 Examination.
The Series 57 Examination is being
developed by the Financial Industry
Regulatory Authority, Inc. (‘‘FINRA’’) in
consultation with industry and
exchange representatives. The Series 57
Examination will be based on the
current job functions of securities
traders and will include elements of the
Series 55 Equity Trader Qualification
Examination (which is required to
engage in over-the-counter securities
trading) and the current Series 56
Registered Proprietary Traders
Examination (which is required for
associated persons engaged in
proprietary trading).6 The Series 57
Examination will be based on industry
rules applicable to trading of equity
securities and listed options contracts.
The Series 57 Examination will cover,
among other things, recordkeeping and
4 Under the current rule, Market Makers, MMATs
and Floor Brokers are also required to successfully
complete an orientation program for the prescribed
examination.
5 Currently, individuals engaged solely in
proprietary trading can alternatively take the Series
7 Examination as a qualifying exam. After
implementation of the Series 57 Examination, an
individual engaged solely in proprietary trading
will be required to take the Series 57 Examination
as the Series 7 Examination would no longer serve
as a qualifying exam to engage solely in proprietary
trading.
6 While the Series 56 Examination is required for
associated persons engaged in proprietary trading,
Exchange rules do not require such individuals to
work at a proprietary trading firm only. These
individuals can work at any type of firm. However,
they may only engage in proprietary trading at the
firm where they are employed. For example, an
individual engaged in proprietary trading at a full
service firm, who is registered solely to engage in
proprietary trading, may not act as a registered
representative for that firm.
E:\FR\FM\11DEN1.SGM
11DEN1
77064
Federal Register / Vol. 80, No. 238 / Friday, December 11, 2015 / Notices
jstallworth on DSK7TPTVN1PROD with NOTICES
recording requirements; types and
characteristics of securities and
investments; trading practices; and
display, execution, and trading
systems.7 As such, the Exchange
believes that an applicant who has
passed the Series 57 Examination is
shown to be qualified to act in the
capacity of a Market Maker, Floor
Broker, MMAT or engage solely in
proprietary trading on NYSE Arca.
While NYSE Arca will no longer be
offering the Series 56 Examination as a
qualifying exam to new applicants, the
Exchange will continue to recognize
individuals who have passed that exam
as having successfully completed a
qualifying exam. Individuals who have
taken the Series 56 Examination and
have registered in Web CRD 8 as
proprietary traders will have their
registration converted in Web CRD on
January 4, 2016 to a securities trader.
Additionally, individuals currently
engaged solely in proprietary trading,
who currently qualify for registration by
passing the Series 7 Examination and
have registered in Web CRD as
Proprietary Traders will have their
registration converted in Web CRD on
January 4, 2016 to a Securities Trader
without having to take any additional
examinations and without having to
take any other actions. Individuals
presently registered as Market Makers,
MMATs, Floor Brokers or those engaged
solely in proprietary trading on NYSE
Arca, who have previously passed a
qualifying exam will not be required to
take the Series 57 Examination as a
condition of their continued
registration. However, the registration of
individuals who have taken the Series
56 Examination will not be converted to
a Securities Trader if they have not
registered as a Proprietary Trader in
Web CRD by December 28, 2015. After
that date, these individuals will be
required to take the Series 57
Examination in order to register as
securities traders. In addition,
individuals registered as proprietary
traders in Web CRD prior to the effective
date of the proposed rule change will be
eligible to register as securities traders
without having to take any additional
examinations, provided that no more
than two years have passed between the
date the individual last registered as a
proprietary trader and the date the
7 See Securities Exchange Act Release No. 75783
(August 28, 2015), 80 FR 53369 (September 3, 2015)
(SR–FINRA–2015–017) (Order Approving a
Proposed Rule Change to Establish the Securities
Trader and Securities Trader Principal Registration
Categories).
8 Web CRD is the central licensing and
registration system for the U.S. securities industry
and its regulators.
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14:55 Dec 10, 2015
Jkt 238001
individual registers as a securities
trader.9
Under the proposed rule change, the
Exchange would rename the category
‘‘Proprietary Trader’’ as ‘‘Securities
Trader’’ in Rule 2.23 without making
any substantive change to the definition
of such term. A Securities Trader,
similar to what is currently required for
a Proprietary Trader, would be required
to register as such on Web CRD and pass
the Series 57 Examination described
above, but would not be permitted to
function in an agency capacity or
otherwise conduct a public business in
securities. Additionally, Rule 2.23
requires that an individual associated
with an Exchange member with
supervisory responsibility over
proprietary trading activities qualify and
register as a Proprietary Trader
Principal. Under the proposed rule
change, the Exchange would replace
references in Rule 2.23 to Proprietary
Trader Principal with Securities Trader
Principal.
Further, registered persons are
required under Rule 2.23(d) to comply
with the Exchange’s continuing
education requirements. Specifically,
under Rule 2.23(d)(1)(A), individuals
engaged solely in proprietary trading are
required to complete the S501 Program
to fulfill the Regulatory Element of their
continuing education requirement. With
the transition to the Series 57
Examination, the S501 Program will no
longer be required; such individuals
will instead be required to complete the
S101 Program to fulfill the Regulatory
Element of their continuing education
requirement.
The Exchange notes that in order to
qualify as a Proprietary Trader
Principal, an associated person
currently must pass the Series 56
Examination or the Series 7
Examination, and the Series 24
Examination. Once the Exchange has
adopted the Series 57 Examination as
the qualifying exam for a Securities
Trader, associated persons would need
to pass the Series 57 Examination and
the Series 24 Examination in order to
register as a Securities Trader Principal.
Only those individuals who are
registered as such would be qualified to
supervise a Securities Trader.
Individuals registered as a General
Securities Principal would not be
qualified to supervise a Securities
Trader. Thus, a General Securities
Principal may not supervise a Securities
Trader, nor would a Securities Trader
Principal be able to act as a General
Securities Principal, unless the
individual is registered as a Securities
9 See
PO 00000
Rule 2.23, Commentary .03.
Frm 00139
Fmt 4703
Sfmt 4703
Trader Principal and a General
Securities Principal.
Within 30 days of filing the proposed
rule change, the Exchange will issue a
Regulatory Bulletin announcing the
operative date of the rule change, which
will not be sooner than January 4, 2016.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Securities Exchange Act of 1934
(‘‘Act’’),10 in general, and furthers the
objectives of Section 6(c)(3)(B) 11 of the
Act, pursuant to which a national
securities exchange prescribes standards
of training, experience and competence
for members and their associated
persons, and Section 6(b)(5) 12 of the
Act, in particular, in that it is designed,
among other things, to promote just and
equitable principles of trade, to remove
impediments to, and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. The Exchange believes
that prescribing the Series 57
Examination for Market Makers,
MMATs, Floor Brokers and for
individuals engaged solely in
proprietary trading is appropriate
because the Series 57 Examination
addresses industry topics that establish
the foundation for the regulatory and
procedural knowledge necessary for
individuals required to register as
Market Makers, MMATs, Floor Brokers
and for such individuals to
appropriately register under Exchange
rules. In addition, the Series 57
Examination is expected to be shared by
other exchanges and become the
industry standard.13 Accordingly,
adopting the Series 57 Examination will
help to promote consistency in
examination requirements and
uniformity across markets.
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. The
proposed rule change does not impose
any additional examination burdens on
persons who are already registered.
There is no obligation to take the Series
57 Examination in order to continue in
their present duties, so the proposed
rule change is not expected to
10 15
U.S.C. 78f(b).
U.S.C. 78f(c)(3)(B).
12 15 U.S.C. 78f(b)(5).
13 See supra, note 7.
11 15
E:\FR\FM\11DEN1.SGM
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Federal Register / Vol. 80, No. 238 / Friday, December 11, 2015 / Notices
disadvantage current registered persons
relative to new entrants in this regard.
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.
jstallworth on DSK7TPTVN1PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 14 and Rule
19b–4(f)(6) thereunder.15 Because the
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
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 16 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b4(f)(6)(iii),17 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest.
At any time within 60 days of the
filing of such 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
under Section 19(b)(2)(B) 18 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEARCA–2015–116 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–2015–116.
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 20549–1090. 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–2015–116 and should be
submitted on or before January 4, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015–31276 Filed 12–10–15; 8:45 am]
BILLING CODE 8011–01–P
14 15
U.S.C. 78s(b)(3)(A)(iii).
15 17 CFR 240.19b–4(f)(6).
16 17 CFR 240.19b–4(f)(6).
17 17 CFR 240.19b–4(f)(6)(iii).
18 15 U.S.C. 78s(b)(2)(B).
VerDate Sep<11>2014
14:55 Dec 10, 2015
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76587; File No. SR–NYSE–
2015–64]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change Amending
Exchange Rules To Prescribe the
Securities Traders Examination as the
Qualifying Examination for Persons
Associated With a Member
Organization Engaged Solely in
Proprietary Trading, and Amend
Continuing Education Requirement
Applicable to Such Members
December 8, 2015.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on November
23, 2015, New York Stock Exchange
LLC (‘‘NYSE’’ or the ‘‘Exchange’’) filed
with the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared by the selfregulatory organization. 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
Exchange rules to prescribe the
Securities Traders examination (Series
57) (the ‘‘Series 57 Examination’’) as the
qualifying examination for persons
associated with a member organization
(‘‘Member’’) engaged solely in
proprietary trading, and amend
Exchange rules regarding continuing
education requirement applicable to
such Members. The proposed rule
change is available on the Exchange’s
Web site at www.nyse.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
self-regulatory organization 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
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
19 17
Jkt 238001
PO 00000
CFR 200.30–3(a)(12).
Frm 00140
Fmt 4703
Sfmt 4703
77065
E:\FR\FM\11DEN1.SGM
11DEN1
Agencies
[Federal Register Volume 80, Number 238 (Friday, December 11, 2015)]
[Notices]
[Pages 77063-77065]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2015-31276]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76577; File No. SR-NYSEARCA-2015-116]
Self-Regulatory Organizations; NYSE Arca, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Amending NYSE Arca
Rule 2.23 To Establish the Securities Trader and Securities Trader
Principal Registration Categories
December 8, 2015.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that, on November 24, 2015, NYSE Arca, Inc. (the ``Exchange'' or
``NYSE Arca'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I, II,
and III below, which Items have been prepared by the self-regulatory
organization. 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\ 15 U.S.C. 78a.
\3\ 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 NYSE Arca Rule 2.23 to (1) prescribe
the Securities Traders examination (Series 57) (the ``Series 57
Examination'') as the qualifying examination for registered Market
Makers, Market Maker Authorized Traders (``MMATs''), Floor Brokers and
Securities Traders, (2) eliminate reference to the S501Program as a
continuing education requirement, and (3) rename the category
``Proprietary Trader'' as ``Securities Trader'' in Exchange rules
without making any substantive change to the definition of such term.
The proposed rule change is available on the Exchange's Web site at
www.nyse.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 self-regulatory organization
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 those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend NYSE Arca Rule 2.23 to prescribe the
Series 57 Examination as the qualifying examination for registered
Market Makers, MMATs, Floor Brokers and Securities Traders and
eliminate reference to the S501 Program as a continuing education
requirement.
NYSE Arca Rule 2.23 currently specifies that the successful
completion of the Proprietary Trader Qualification Examination
(``Series 56 Examination'') is required in order to register as a
Market Maker, a MMAT, or a Floor Broker.\4\ In addition, individuals
currently engaged solely in proprietary trading, who are not required
to register as Market Makers, MMATs or Floor Brokers, may qualify for
registration by successful completion of the Series 56 Examination or
the General Securities Representative Qualification Examination
(``Series 7 Examination'').\5\
---------------------------------------------------------------------------
\4\ Under the current rule, Market Makers, MMATs and Floor
Brokers are also required to successfully complete an orientation
program for the prescribed examination.
\5\ Currently, individuals engaged solely in proprietary trading
can alternatively take the Series 7 Examination as a qualifying
exam. After implementation of the Series 57 Examination, an
individual engaged solely in proprietary trading will be required to
take the Series 57 Examination as the Series 7 Examination would no
longer serve as a qualifying exam to engage solely in proprietary
trading.
---------------------------------------------------------------------------
The Exchange proposes to change the prescribed examination for
Market Makers, MMATs, and Floor Brokers from the Series 56 Examination
to the Series 57 Examination and also proposes to replace the Series 56
Examination with the Series 57 Examination for individuals engaged
solely in proprietary trading. With this proposed rule change, Market
Makers, MMATs, Floor Brokers and individuals engaged solely in
proprietary trading will qualify for registration by passing the Series
57 Examination.
The Series 57 Examination is being developed by the Financial
Industry Regulatory Authority, Inc. (``FINRA'') in consultation with
industry and exchange representatives. The Series 57 Examination will
be based on the current job functions of securities traders and will
include elements of the Series 55 Equity Trader Qualification
Examination (which is required to engage in over-the-counter securities
trading) and the current Series 56 Registered Proprietary Traders
Examination (which is required for associated persons engaged in
proprietary trading).\6\ The Series 57 Examination will be based on
industry rules applicable to trading of equity securities and listed
options contracts. The Series 57 Examination will cover, among other
things, recordkeeping and
[[Page 77064]]
recording requirements; types and characteristics of securities and
investments; trading practices; and display, execution, and trading
systems.\7\ As such, the Exchange believes that an applicant who has
passed the Series 57 Examination is shown to be qualified to act in the
capacity of a Market Maker, Floor Broker, MMAT or engage solely in
proprietary trading on NYSE Arca.
---------------------------------------------------------------------------
\6\ While the Series 56 Examination is required for associated
persons engaged in proprietary trading, Exchange rules do not
require such individuals to work at a proprietary trading firm only.
These individuals can work at any type of firm. However, they may
only engage in proprietary trading at the firm where they are
employed. For example, an individual engaged in proprietary trading
at a full service firm, who is registered solely to engage in
proprietary trading, may not act as a registered representative for
that firm.
\7\ See Securities Exchange Act Release No. 75783 (August 28,
2015), 80 FR 53369 (September 3, 2015) (SR-FINRA-2015-017) (Order
Approving a Proposed Rule Change to Establish the Securities Trader
and Securities Trader Principal Registration Categories).
---------------------------------------------------------------------------
While NYSE Arca will no longer be offering the Series 56
Examination as a qualifying exam to new applicants, the Exchange will
continue to recognize individuals who have passed that exam as having
successfully completed a qualifying exam. Individuals who have taken
the Series 56 Examination and have registered in Web CRD \8\ as
proprietary traders will have their registration converted in Web CRD
on January 4, 2016 to a securities trader. Additionally, individuals
currently engaged solely in proprietary trading, who currently qualify
for registration by passing the Series 7 Examination and have
registered in Web CRD as Proprietary Traders will have their
registration converted in Web CRD on January 4, 2016 to a Securities
Trader without having to take any additional examinations and without
having to take any other actions. Individuals presently registered as
Market Makers, MMATs, Floor Brokers or those engaged solely in
proprietary trading on NYSE Arca, who have previously passed a
qualifying exam will not be required to take the Series 57 Examination
as a condition of their continued registration. However, the
registration of individuals who have taken the Series 56 Examination
will not be converted to a Securities Trader if they have not
registered as a Proprietary Trader in Web CRD by December 28, 2015.
After that date, these individuals will be required to take the Series
57 Examination in order to register as securities traders. In addition,
individuals registered as proprietary traders in Web CRD prior to the
effective date of the proposed rule change will be eligible to register
as securities traders without having to take any additional
examinations, provided that no more than two years have passed between
the date the individual last registered as a proprietary trader and the
date the individual registers as a securities trader.\9\
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\8\ Web CRD is the central licensing and registration system for
the U.S. securities industry and its regulators.
\9\ See Rule 2.23, Commentary .03.
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Under the proposed rule change, the Exchange would rename the
category ``Proprietary Trader'' as ``Securities Trader'' in Rule 2.23
without making any substantive change to the definition of such term. A
Securities Trader, similar to what is currently required for a
Proprietary Trader, would be required to register as such on Web CRD
and pass the Series 57 Examination described above, but would not be
permitted to function in an agency capacity or otherwise conduct a
public business in securities. Additionally, Rule 2.23 requires that an
individual associated with an Exchange member with supervisory
responsibility over proprietary trading activities qualify and register
as a Proprietary Trader Principal. Under the proposed rule change, the
Exchange would replace references in Rule 2.23 to Proprietary Trader
Principal with Securities Trader Principal.
Further, registered persons are required under Rule 2.23(d) to
comply with the Exchange's continuing education requirements.
Specifically, under Rule 2.23(d)(1)(A), individuals engaged solely in
proprietary trading are required to complete the S501 Program to
fulfill the Regulatory Element of their continuing education
requirement. With the transition to the Series 57 Examination, the S501
Program will no longer be required; such individuals will instead be
required to complete the S101 Program to fulfill the Regulatory Element
of their continuing education requirement.
The Exchange notes that in order to qualify as a Proprietary Trader
Principal, an associated person currently must pass the Series 56
Examination or the Series 7 Examination, and the Series 24 Examination.
Once the Exchange has adopted the Series 57 Examination as the
qualifying exam for a Securities Trader, associated persons would need
to pass the Series 57 Examination and the Series 24 Examination in
order to register as a Securities Trader Principal. Only those
individuals who are registered as such would be qualified to supervise
a Securities Trader. Individuals registered as a General Securities
Principal would not be qualified to supervise a Securities Trader.
Thus, a General Securities Principal may not supervise a Securities
Trader, nor would a Securities Trader Principal be able to act as a
General Securities Principal, unless the individual is registered as a
Securities Trader Principal and a General Securities Principal.
Within 30 days of filing the proposed rule change, the Exchange
will issue a Regulatory Bulletin announcing the operative date of the
rule change, which will not be sooner than January 4, 2016.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Securities Exchange Act of 1934 (``Act''),\10\ in general,
and furthers the objectives of Section 6(c)(3)(B) \11\ of the Act,
pursuant to which a national securities exchange prescribes standards
of training, experience and competence for members and their associated
persons, and Section 6(b)(5) \12\ of the Act, in particular, in that it
is designed, among other things, to promote just and equitable
principles of trade, to remove impediments to, and perfect the
mechanism of a free and open market and a national market system, and,
in general, to protect investors and the public interest. The Exchange
believes that prescribing the Series 57 Examination for Market Makers,
MMATs, Floor Brokers and for individuals engaged solely in proprietary
trading is appropriate because the Series 57 Examination addresses
industry topics that establish the foundation for the regulatory and
procedural knowledge necessary for individuals required to register as
Market Makers, MMATs, Floor Brokers and for such individuals to
appropriately register under Exchange rules. In addition, the Series 57
Examination is expected to be shared by other exchanges and become the
industry standard.\13\ Accordingly, adopting the Series 57 Examination
will help to promote consistency in examination requirements and
uniformity across markets.
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\10\ 15 U.S.C. 78f(b).
\11\ 15 U.S.C. 78f(c)(3)(B).
\12\ 15 U.S.C. 78f(b)(5).
\13\ See supra, note 7.
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B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. The proposed rule change does
not impose any additional examination burdens on persons who are
already registered. There is no obligation to take the Series 57
Examination in order to continue in their present duties, so the
proposed rule change is not expected to
[[Page 77065]]
disadvantage current registered persons relative to new entrants in
this regard.
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
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \14\ and Rule 19b-4(f)(6) thereunder.\15\
Because the 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 prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
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\14\ 15 U.S.C. 78s(b)(3)(A)(iii).
\15\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) \16\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b4(f)(6)(iii),\17\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest.
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\16\ 17 CFR 240.19b-4(f)(6).
\17\ 17 CFR 240.19b-4(f)(6)(iii).
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At any time within 60 days of the filing of such 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 under
Section 19(b)(2)(B) \18\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\18\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEARCA-2015-116 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-2015-116. 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 20549-1090. 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-2015-116 and should be
submitted on or before January 4, 2016.
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\19\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2015-31276 Filed 12-10-15; 8:45 am]
BILLING CODE 8011-01-P