Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend the Fees Schedule, 2931-2933 [2016-00784]
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Federal Register / Vol. 81, No. 11 / Tuesday, January 19, 2016 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76883; File No. 265–29]
Equity Market Structure Advisory
Committee
Securities and Exchange
Commission.
ACTION: Notice of meeting.
AGENCY:
The Securities and Exchange
Commission Equity Market Structure
Advisory Committee is providing notice
that it will hold a public meeting on
Tuesday, February 2, 2016, in MultiPurpose Room LL–006 at the
Commission’s headquarters, 100 F
Street NE., Washington, DC. The
meeting will begin at 9:30 a.m. (EST)
and will be open to the public. The
public portions of the meeting will be
webcast on the Commission’s Web site
at www.sec.gov. Persons needing special
accommodations to take part because of
a disability should notify the contact
person listed below. The public is
invited to submit written statements to
the Committee. The meeting will focus
on the events of August 24, 2015 and
certain issues affecting customers in the
current equity market structure.
DATES: The public meeting will be held
on Tuesday, February 2, 2016. Written
statements should be received on or
before January 27, 2016.
ADDRESSES: The meeting will be held at
the Commission’s headquarters, 100 F
Street NE., Washington, DC. Written
statements may be submitted by any of
the following methods:
SUMMARY:
asabaliauskas on DSK5VPTVN1PROD with NOTICES
Electronic Statements
• Use the Commission’s Internet
submission form (https://www.sec.gov/
rules/other.shtml); or
• Send an email message to rulecomments@sec.gov. Please include File
Number 265–29 on the subject line; or
Paper Statements
• Send paper statements in triplicate
to Brent J. Fields, Federal Advisory
Committee Management Officer,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File No.
265–29. This file number should be
included on the subject line if email is
used. To help us process and review
your statement more efficiently, please
use only one method. The Commission
will post all statements on the
Commission’s Internet Web site at SEC
Web site at (https://www.sec.gov/
comments/265-29/265-29.shtml).
Statements also will be available for
Web site viewing and printing in the
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17:50 Jan 15, 2016
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Commission’s Public Reference Room,
100 F Street NE., Room 1580,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. All statements
received will be posted without change;
we do not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly.
FOR FURTHER INFORMATION CONTACT:
Arisa Tinaves Kettig, Special Counsel, at
(202) 551–5676, Division of Trading and
Markets, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–7010.
SUPPLEMENTARY INFORMATION: In
accordance with Section 10(a) of the
Federal Advisory Committee Act, 5
U.S.C.-App. 1, and the regulations
thereunder, Stephen Luparello,
Designated Federal Officer of the
Committee, has ordered publication of
this notice.
Dated: January 13, 2016.
Brent J. Fields,
Committee Management Officer.
[FR Doc. 2016–00837 Filed 1–13–16; 4:15 pm]
BILLING CODE 8011–01–P
2931
Education Fees. The text of the
proposed rule change is available on the
Exchange’s Web site (https://
www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
and at the Commission’s Public
Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–76881; File No. SR–CBOE–
2015–119]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend the Fees
Schedule
January 12, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on December
30, 2015, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) 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 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 the
Fees Schedule relating to Continuing
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00095
Fmt 4703
The Exchange proposes to amend the
Fees Schedule. Specifically, the
Exchange proposes to make changes to
the Continuing Education Fees section
of the Fees Schedule to delete references
to the Series 56 registration and to
provide that continuing education
(‘‘CE’’) fees for all registration categories
will be $100 if conducted at a test center
or $55 if conducted via Web-based
delivery. This filing is being submitted
pursuant to recent changes to
Interpretation and Policy .08 to Rule
3.6A (Qualification and Registration of
Trading Permit Holders and Associated
Persons) and to Rule 9.3A (Continuing
Education for Registered Persons),
which provide that effective January 4,
2016, the S501 Series 56 Proprietary
Trader CE Program for Series 56
registered persons will cease to exist
and that Series 57 registered persons are
instead permitted [sic] to enroll in the
S101 General Program for Series 7 and
all other registered persons, which will
be made available via Web-delivery as
of that date.3
3 See Securities Exchange Act Release No. 76247
(October 23, 2015), 80 FR 66605 (October 29, 2015)
(Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Relating to Qualification and
Registration of Trading Permit Holders and
Associated Persons) (SR–CBOE–2015–094);
Securities Exchange Act Release No. 76107 (October
8, 2015), 80 FR 62139 (October 15, 2015) (Notice
of Filing and Immediate Effectiveness of a Proposed
Rule Change Relating to Delivery of the Regulatory
Continued
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Federal Register / Vol. 81, No. 11 / Tuesday, January 19, 2016 / Notices
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Pursuant to Rule 9.3A (Continuing
Education for Registered Persons), no
Trading Permit Holder (‘‘TPH’’) or TPH
organization shall permit any registered
person to continue to, and no registered
person shall continue to perform duties
as a registered person unless such
person has complied with the
Exchange’s CE requirements as
prescribed under the Rules.4 The CE
requirements under Rule 9.3A consist of
a Regulatory Element 5 and a Firm
Element.6 The Regulatory Element
applies to all registered persons 7 and
consists of periodic computer-based
training on regulatory, compliance,
ethical, and supervisory subjects and
sales practice standards, which must be
completed within prescribed
timeframes.8 Currently, the Exchange
offers the following Regulatory Elements
for Exchange registered persons: the
S201 Supervisor Program for registered
principals and supervisors; the S106
Series 6 Program for Series 6 registered
persons; the S501 Series 56 Proprietary
Trader CE Program for Series 56
registered persons, and the S101
General Program for Series 7 and all
other registered persons.9
The Financial Regulatory Authority
(‘‘FINRA’’) administers the Exchange’s
CE Programs on behalf of the Exchange.
Element of the Exchange’s Continuing Education
Program) (SR–CBOE–2015–084).
4 See Rule 9.3A(a) (Regulatory Element).
5 See id.
6 See Rule 9.3A(c) (Firm Element).
7 For purposes of the Regulatory Element, a
‘‘registered person’’ means a TPH, associated
person, and/or Representative approved by and
registered with the Exchange. See Interpretation
and Policy .01 to Rule 9.3A.
8 Pursuant to Rule 9.3A(a), each registered person
shall complete the Regulatory Element of the CE
Program beginning with the occurrence of their
second registration anniversary date and every three
years thereafter, or as otherwise prescribed by the
Exchange. On each occasion, the Regulatory
Element must be completed within 120 days after
the person’s registration anniversary date. A
person’s initial registration date, also known as the
‘‘base date,’’ shall establish the cycle of anniversary
dates for purposes of the Rule. The content of the
Regulatory Element of the Program is determined by
the Exchange for each registration category of
persons subject to the Rule. In addition, a registered
person is required to retake the Regulatory Element
in the event that such person: (i) becomes subject
to any statutory disqualification as defined in
Section 3(a)(39) of the Securities Exchange Act of
1934 (the ‘‘Act’’); (ii) becomes subject to suspension
or to the imposition of a fine of $5,000 or more for
violation of any provision of any securities law or
regulation, or any agreement with or rule or
standard of conduct of any securities governmental
agency, securities self-regulatory organization, or as
imposed by any such regulatory or self-regulatory
organization in connection with a disciplinary
proceeding; or (iii) is ordered as a sanction in a
disciplinary action to re-take the Regulatory
Element by any securities governmental agency or
securities self-regulatory organization. See Rule
9.3A(a)(2) (Disciplinary Actions).
9 See Rule 9.3A(a)(3) (Required Programs).
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17:50 Jan 15, 2016
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On August 6, 2015, the Securities and
Exchange Commission (‘‘Commission’’
or ‘‘SEC’’) approved amendments to
FINRA Rule 1250 (Continuing
Education Requirements) to provide a
Web-based delivery method for
completing the Regulatory Element of
the CE requirements and to establish a
fee for Web-based delivery of the
Regulatory Element of the CE
requirements.10 Consistent with the
changes to FINRA Rule 1250, the
Exchange submitted a rule filing to
make similar changes to its CE Program
requirements on September 30, 2015.11
Accordingly, effective October 1, 2015,
the Regulatory Elements of Exchange’s
CE Programs for the S106 for Investment
Company and Variable Contracts
Representatives, the S201 for Registered
Principals and Supervisors, and the
S901 for Operations Professionals were
made available via Web-based delivery
pursuant to Rule 9.3A.
In addition to the changes to Rule
9.3A with respect to Web-based delivery
of the Regulatory Element of the CE
Programs for the S106 for Investment
Company and Variable Contracts
Representatives, S201 for Registered
Principals and Supervisors, and S901
for Operations Professionals, the
Exchange also amended Rule 9.3A to
remove the option for Series 56
registered persons to participate in the
S501 Series 56 Proprietary Trader CE
program in order to satisfy the
Regulatory Element of the Exchange’s
CE Program. Pursuant to recent changes
to Interpretation and Policy .08 to Rule
3.6A, the S501 Series 56 Proprietary
Trader CE program is being phased out
along with the Series 56 Proprietary
Trader qualification examination and
being replaced with the Series 57
Securities Trader qualification
examination.12 As a result, effective
January 4, 2016, the S501 Series 56
10 See Securities Exchange Act Release No. 75581
(July 31, 2015), 80 FR 47018 (August 6, 2015)
(Order Approving a Proposed Rule Change to
Provide a Web-based Delivery Method for
Completing the Regulatory Element of the
Continuing Education Requirements) (SR–FINRA–
2015–015).
11 See Securities Exchange Act Release No. 76107
(October 8, 2015), 80 FR 62139 (October 15, 2015)
(Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Relating to Delivery of the
Regulatory Element of the Exchange’s Continuing
Education Program) (SR–CBOE–2015–084).
12 See Securities Exchange Act Release No. 76247
(October 23, 2015), 80 FR 66605 (October 29, 2015)
(Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change Relating to Qualification and
Registration of Trading Permit Holders and
Associated Persons) (SR–CBOE–2015–094); see also
Securities Exchange Act Release No. 75783 (August
28, 2015) (Order Approving a Proposed Rule
Change to Establish the Securities Trader and
Securities Trader Principal Registration Categories)
(SR–FINRA–2015–017).
PO 00000
Frm 00096
Fmt 4703
Sfmt 4703
Proprietary Trader CE Program for
Series 56 registered persons will cease
to exist. In place of the S501 Series 56
Proprietary Trader CE Program for
Series 56 registered persons, Series 57
registered persons will be permitted
[sic] to enroll in the S101 General
Program for Series 7 and all other
registered persons, including, but not
limited to Series 57 registered persons
beginning January 4, 2016.
Consistent with SR–FINRA–2015–
015, the purpose of this filing is to
amend the Fees Schedule to reflect the
$55 fee [sic] for Web-based delivery of
the Regulatory Element of the S101
General Program for Series 7 and all
other registered persons, including, but
not limited to Series 57 registered
Securities Traders.13 Pursuant to SR–
FINRA–2015–015, delivery of the
Regulatory Element of the S101, S106,
S201, and S901 CE Programs will
continue to be offered at testing centers
for a period up to no later than six
months after January 4, 2016 and the
fees for test center delivery of the
Regulatory Element of the S101, S106,
S201, and S901 CE Programs will
continue to be $100 for so long as such
programs are available at testing
centers.14 Consistent with SR–FINRA–
2015–015, under the Exchange’s
proposed rule change, test center
delivery of the Regulatory Element of
the S101 CE Program would continue to
be $100 for so long as such programs are
available at testing centers. In addition,
also consistent with SR–FINRA–2015–
015, under the Exchange’s proposed
rule change, Web-based delivery of the
Regulatory Element of the S101 CE
Program would be $55, beginning
January 4, 2016.15
13 See Securities Exchange Act Release No. 75581
(July 31, 2015), 80 FR 47018 (August 6, 2015)
(Order Approving a Proposed Rule Change to
Provide a Web-based Delivery Method for
Completing the Regulatory Element of the
Continuing Education Requirements) (SR–FINRA–
2015–015).
14 Test-center delivery of the Regulatory Element
will be phased out by no later than six months after
January 4, 2016. See Securities Exchange Act
Release No. 75581 (July 31, 2015), 80 FR 47018
(August 6, 2015) (Order Approving a Proposed Rule
Change To Provide a Web-Based Delivery Method
for Completing the Regulatory Element of the
Continuing Education) (SR–FINRA–2015–015). At
that time, the Exchange will file another fee filing
to remove the test center option for delivery of the
Regulatory Element from the Fees Schedule. See
Securities Exchange Act Release No. 76352
(November 4, 2015), 80 FR 69760 (November 10,
2015) (Notice of Filing and Immediate Effectiveness
of a Proposed Rule Change to Amend the Fees
Schedule) (SR–CBOE–2015–093). The Exchange has
already amended the Fees schedule to reflect the
$55 fee for Web-based delivery of the Regulatory
Elements of the S106, S201, and S901 CE Programs.
See id.
15 See id.
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Federal Register / Vol. 81, No. 11 / Tuesday, January 19, 2016 / Notices
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2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the Act
and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.16 Specifically,
the Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) 17 requirements that the rules of
an exchange be designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, 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.
Additionally, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 18 requirement that
the rules of an exchange not be designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
In particular, the Exchange believes
that Web-based administration of the
Regulatory Element of the Exchange’s
CE Program and the lower costs
associated with Web-based
administration of the Regulatory
Element of the Exchange’s CE Program
are ends that may serve to increase
access to the markets, which is in the
interests of investors and consistent
with the Act. In general, Web-based
delivery of the Regulatory Element of
the Exchange’s CE Programs at a
reduced cost lowers barriers to entry
[sic] and removes impediments to a free
and open market and national market
system by making it easier and less
costly for TPHs to participate in the
markets. Accordingly, the Exchange
believes that offering Web-based
delivery of the Regulatory Element of
Exchange’s CE Program at a reduced
cost and that lowering the cost of CE in
general are goals that are consistent with
the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. As FINRA
has stated, the proposed rule change is
specifically intended to reduce the
burdens of continuing education on
16 15
17 15
The Exchange neither solicited nor
received written comments on the
proposed rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 19 and paragraph (f) of Rule
19b–4 20 thereunder. At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission will institute proceedings
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 rulecomments@sec.gov. Please include File
Number SR–CBOE–2015–119 on the
subject line.
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–CBOE–2015–119. 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–CBOE–
2015–119 and should be submitted on
or before February 9, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–00784 Filed 1–15–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Submission for OMB Review;
Comment Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
19 15
U.S.C. 78s(b)(3)(A).
20 17 CFR 240.19b–4(f).
18 Id.
17:50 Jan 15, 2016
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Paper Comments
Extension:
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
VerDate Sep<11>2014
market participants while preserving the
integrity its CE Programs. In general,
reduction in cost and removal of
barriers to entry encourages competition
among market participants, particularly
in situations where such rules are
consistently employed across the
markets. By bringing the Exchange’s fees
structure in line with that of FINRA, the
Exchange believes it is removing
impediments to free and open markets
and encouraging competition between
the Exchange and other markets that
utilize FINRA’s CE Programs. For the
foregoing reasons, the Exchange believes
that the proposed rule change will
relieve burdens on, and otherwise
promote, competition.
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CFR 200.30–3(a)(12).
19JAN1
Agencies
[Federal Register Volume 81, Number 11 (Tuesday, January 19, 2016)]
[Notices]
[Pages 2931-2933]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-00784]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-76881; File No. SR-CBOE-2015-119]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change To Amend the Fees Schedule
January 12, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on December 30, 2015, Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') 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
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 the Fees Schedule relating to
Continuing Education Fees. The text of the proposed rule change is
available on the Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's Office of the
Secretary, and at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fees Schedule. Specifically, the
Exchange proposes to make changes to the Continuing Education Fees
section of the Fees Schedule to delete references to the Series 56
registration and to provide that continuing education (``CE'') fees for
all registration categories will be $100 if conducted at a test center
or $55 if conducted via Web-based delivery. This filing is being
submitted pursuant to recent changes to Interpretation and Policy .08
to Rule 3.6A (Qualification and Registration of Trading Permit Holders
and Associated Persons) and to Rule 9.3A (Continuing Education for
Registered Persons), which provide that effective January 4, 2016, the
S501 Series 56 Proprietary Trader CE Program for Series 56 registered
persons will cease to exist and that Series 57 registered persons are
instead permitted [sic] to enroll in the S101 General Program for
Series 7 and all other registered persons, which will be made available
via Web-delivery as of that date.\3\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 76247 (October 23,
2015), 80 FR 66605 (October 29, 2015) (Notice of Filing and
Immediate Effectiveness of a Proposed Rule Change Relating to
Qualification and Registration of Trading Permit Holders and
Associated Persons) (SR-CBOE-2015-094); Securities Exchange Act
Release No. 76107 (October 8, 2015), 80 FR 62139 (October 15, 2015)
(Notice of Filing and Immediate Effectiveness of a Proposed Rule
Change Relating to Delivery of the Regulatory Element of the
Exchange's Continuing Education Program) (SR-CBOE-2015-084).
---------------------------------------------------------------------------
[[Page 2932]]
Pursuant to Rule 9.3A (Continuing Education for Registered
Persons), no Trading Permit Holder (``TPH'') or TPH organization shall
permit any registered person to continue to, and no registered person
shall continue to perform duties as a registered person unless such
person has complied with the Exchange's CE requirements as prescribed
under the Rules.\4\ The CE requirements under Rule 9.3A consist of a
Regulatory Element \5\ and a Firm Element.\6\ The Regulatory Element
applies to all registered persons \7\ and consists of periodic
computer-based training on regulatory, compliance, ethical, and
supervisory subjects and sales practice standards, which must be
completed within prescribed timeframes.\8\ Currently, the Exchange
offers the following Regulatory Elements for Exchange registered
persons: the S201 Supervisor Program for registered principals and
supervisors; the S106 Series 6 Program for Series 6 registered persons;
the S501 Series 56 Proprietary Trader CE Program for Series 56
registered persons, and the S101 General Program for Series 7 and all
other registered persons.\9\
---------------------------------------------------------------------------
\4\ See Rule 9.3A(a) (Regulatory Element).
\5\ See id.
\6\ See Rule 9.3A(c) (Firm Element).
\7\ For purposes of the Regulatory Element, a ``registered
person'' means a TPH, associated person, and/or Representative
approved by and registered with the Exchange. See Interpretation and
Policy .01 to Rule 9.3A.
\8\ Pursuant to Rule 9.3A(a), each registered person shall
complete the Regulatory Element of the CE Program beginning with the
occurrence of their second registration anniversary date and every
three years thereafter, or as otherwise prescribed by the Exchange.
On each occasion, the Regulatory Element must be completed within
120 days after the person's registration anniversary date. A
person's initial registration date, also known as the ``base date,''
shall establish the cycle of anniversary dates for purposes of the
Rule. The content of the Regulatory Element of the Program is
determined by the Exchange for each registration category of persons
subject to the Rule. In addition, a registered person is required to
retake the Regulatory Element in the event that such person: (i)
becomes subject to any statutory disqualification as defined in
Section 3(a)(39) of the Securities Exchange Act of 1934 (the
``Act''); (ii) becomes subject to suspension or to the imposition of
a fine of $5,000 or more for violation of any provision of any
securities law or regulation, or any agreement with or rule or
standard of conduct of any securities governmental agency,
securities self-regulatory organization, or as imposed by any such
regulatory or self-regulatory organization in connection with a
disciplinary proceeding; or (iii) is ordered as a sanction in a
disciplinary action to re-take the Regulatory Element by any
securities governmental agency or securities self-regulatory
organization. See Rule 9.3A(a)(2) (Disciplinary Actions).
\9\ See Rule 9.3A(a)(3) (Required Programs).
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The Financial Regulatory Authority (``FINRA'') administers the
Exchange's CE Programs on behalf of the Exchange. On August 6, 2015,
the Securities and Exchange Commission (``Commission'' or ``SEC'')
approved amendments to FINRA Rule 1250 (Continuing Education
Requirements) to provide a Web-based delivery method for completing the
Regulatory Element of the CE requirements and to establish a fee for
Web-based delivery of the Regulatory Element of the CE
requirements.\10\ Consistent with the changes to FINRA Rule 1250, the
Exchange submitted a rule filing to make similar changes to its CE
Program requirements on September 30, 2015.\11\ Accordingly, effective
October 1, 2015, the Regulatory Elements of Exchange's CE Programs for
the S106 for Investment Company and Variable Contracts Representatives,
the S201 for Registered Principals and Supervisors, and the S901 for
Operations Professionals were made available via Web-based delivery
pursuant to Rule 9.3A.
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\10\ See Securities Exchange Act Release No. 75581 (July 31,
2015), 80 FR 47018 (August 6, 2015) (Order Approving a Proposed Rule
Change to Provide a Web-based Delivery Method for Completing the
Regulatory Element of the Continuing Education Requirements) (SR-
FINRA-2015-015).
\11\ See Securities Exchange Act Release No. 76107 (October 8,
2015), 80 FR 62139 (October 15, 2015) (Notice of Filing and
Immediate Effectiveness of a Proposed Rule Change Relating to
Delivery of the Regulatory Element of the Exchange's Continuing
Education Program) (SR-CBOE-2015-084).
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In addition to the changes to Rule 9.3A with respect to Web-based
delivery of the Regulatory Element of the CE Programs for the S106 for
Investment Company and Variable Contracts Representatives, S201 for
Registered Principals and Supervisors, and S901 for Operations
Professionals, the Exchange also amended Rule 9.3A to remove the option
for Series 56 registered persons to participate in the S501 Series 56
Proprietary Trader CE program in order to satisfy the Regulatory
Element of the Exchange's CE Program. Pursuant to recent changes to
Interpretation and Policy .08 to Rule 3.6A, the S501 Series 56
Proprietary Trader CE program is being phased out along with the Series
56 Proprietary Trader qualification examination and being replaced with
the Series 57 Securities Trader qualification examination.\12\ As a
result, effective January 4, 2016, the S501 Series 56 Proprietary
Trader CE Program for Series 56 registered persons will cease to exist.
In place of the S501 Series 56 Proprietary Trader CE Program for Series
56 registered persons, Series 57 registered persons will be permitted
[sic] to enroll in the S101 General Program for Series 7 and all other
registered persons, including, but not limited to Series 57 registered
persons beginning January 4, 2016.
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\12\ See Securities Exchange Act Release No. 76247 (October 23,
2015), 80 FR 66605 (October 29, 2015) (Notice of Filing and
Immediate Effectiveness of a Proposed Rule Change Relating to
Qualification and Registration of Trading Permit Holders and
Associated Persons) (SR-CBOE-2015-094); see also Securities Exchange
Act Release No. 75783 (August 28, 2015) (Order Approving a Proposed
Rule Change to Establish the Securities Trader and Securities Trader
Principal Registration Categories) (SR-FINRA-2015-017).
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Consistent with SR-FINRA-2015-015, the purpose of this filing is to
amend the Fees Schedule to reflect the $55 fee [sic] for Web-based
delivery of the Regulatory Element of the S101 General Program for
Series 7 and all other registered persons, including, but not limited
to Series 57 registered Securities Traders.\13\ Pursuant to SR-FINRA-
2015-015, delivery of the Regulatory Element of the S101, S106, S201,
and S901 CE Programs will continue to be offered at testing centers for
a period up to no later than six months after January 4, 2016 and the
fees for test center delivery of the Regulatory Element of the S101,
S106, S201, and S901 CE Programs will continue to be $100 for so long
as such programs are available at testing centers.\14\ Consistent with
SR-FINRA-2015-015, under the Exchange's proposed rule change, test
center delivery of the Regulatory Element of the S101 CE Program would
continue to be $100 for so long as such programs are available at
testing centers. In addition, also consistent with SR-FINRA-2015-015,
under the Exchange's proposed rule change, Web-based delivery of the
Regulatory Element of the S101 CE Program would be $55, beginning
January 4, 2016.\15\
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\13\ See Securities Exchange Act Release No. 75581 (July 31,
2015), 80 FR 47018 (August 6, 2015) (Order Approving a Proposed Rule
Change to Provide a Web-based Delivery Method for Completing the
Regulatory Element of the Continuing Education Requirements) (SR-
FINRA-2015-015).
\14\ Test-center delivery of the Regulatory Element will be
phased out by no later than six months after January 4, 2016. See
Securities Exchange Act Release No. 75581 (July 31, 2015), 80 FR
47018 (August 6, 2015) (Order Approving a Proposed Rule Change To
Provide a Web-Based Delivery Method for Completing the Regulatory
Element of the Continuing Education) (SR-FINRA-2015-015). At that
time, the Exchange will file another fee filing to remove the test
center option for delivery of the Regulatory Element from the Fees
Schedule. See Securities Exchange Act Release No. 76352 (November 4,
2015), 80 FR 69760 (November 10, 2015) (Notice of Filing and
Immediate Effectiveness of a Proposed Rule Change to Amend the Fees
Schedule) (SR-CBOE-2015-093). The Exchange has already amended the
Fees schedule to reflect the $55 fee for Web-based delivery of the
Regulatory Elements of the S106, S201, and S901 CE Programs. See id.
\15\ See id.
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[[Page 2933]]
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Act and the rules and regulations thereunder applicable to the
Exchange and, in particular, the requirements of Section 6(b) of the
Act.\16\ Specifically, the Exchange believes the proposed rule change
is consistent with the Section 6(b)(5) \17\ requirements that the rules
of an exchange be designed to prevent fraudulent and manipulative acts
and practices, to promote just and equitable principles of trade, to
foster cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, 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.
Additionally, the Exchange believes the proposed rule change is
consistent with the Section 6(b)(5) \18\ requirement that the rules of
an exchange not be designed to permit unfair discrimination between
customers, issuers, brokers, or dealers.
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\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
\18\ Id.
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In particular, the Exchange believes that Web-based administration
of the Regulatory Element of the Exchange's CE Program and the lower
costs associated with Web-based administration of the Regulatory
Element of the Exchange's CE Program are ends that may serve to
increase access to the markets, which is in the interests of investors
and consistent with the Act. In general, Web-based delivery of the
Regulatory Element of the Exchange's CE Programs at a reduced cost
lowers barriers to entry [sic] and removes impediments to a free and
open market and national market system by making it easier and less
costly for TPHs to participate in the markets. Accordingly, the
Exchange believes that offering Web-based delivery of the Regulatory
Element of Exchange's CE Program at a reduced cost and that lowering
the cost of CE in general are goals that are consistent with the Act.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition that is not necessary or appropriate
in furtherance of the purposes of the Act. As FINRA has stated, the
proposed rule change is specifically intended to reduce the burdens of
continuing education on market participants while preserving the
integrity its CE Programs. In general, reduction in cost and removal of
barriers to entry encourages competition among market participants,
particularly in situations where such rules are consistently employed
across the markets. By bringing the Exchange's fees structure in line
with that of FINRA, the Exchange believes it is removing impediments to
free and open markets and encouraging competition between the Exchange
and other markets that utilize FINRA's CE Programs. For the foregoing
reasons, the Exchange believes that the proposed rule change will
relieve burdens on, and otherwise promote, competition.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received written comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \19\ and paragraph (f) of Rule 19b-4 \20\
thereunder. At any time within 60 days of the filing of the proposed
rule change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act. If the Commission
takes such action, the Commission will institute proceedings to
determine whether the proposed rule change should be approved or
disapproved.
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\19\ 15 U.S.C. 78s(b)(3)(A).
\20\ 17 CFR 240.19b-4(f).
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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-CBOE-2015-119 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-CBOE-2015-119. 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-CBOE-2015-119 and should be
submitted on or before February 9, 2016.
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\21\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-00784 Filed 1-15-16; 8:45 am]
BILLING CODE 8011-01-P