Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend NOM Rules at Chapter XV, Section 2, 8319-8323 [2016-03268]
Download as PDF
Federal Register / Vol. 81, No. 32 / Thursday, February 18, 2016 / Notices
that its proposed wireless connection to
TotalView Ultra would provide data at
the same or similar speed, and at the
same or similar cost, as its proposed
wireless connection [sic], thereby
enhancing competition.17
Finally, 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. In such an environment,
the Exchange must continually review,
and consider adjusting, its services and
related fees and credits to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change reflects this competitive
environment.
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
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The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 18 and Rule
19b–4(f)(6) thereunder.19 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) 20 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b4(f)(6)(iii),21 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest.
17 The Exchange notes that the distance of a
wireless network provider’s wireless equipment
from the User is only one factor in determining
overall latency. Other factors include the number of
repeaters in the route, the number of switches the
data has to travel through, and the millimeter wave
and switch technology used.
18 15 U.S.C. 78s(b)(3)(A)(iii).
19 17 CFR 240.19b–4(f)(6).
20 17 CFR 240.19b–4(f)(6).
21 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) 22 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
8319
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 No. SR–NYSEMKT–
2016–02, and should be submitted on or
before March 10, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.23
Robert W. Errett,
Deputy Secretary.
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:
[FR Doc. 2016–03264 Filed 2–17–16; 8:45 am]
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 No. SR–
NYSEMKT–2016–02 on the subject line.
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
NOM Rules at Chapter XV, Section 2
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 No.
SR–NYSEMKT–2016–02. 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
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77116; File No. SR–
NASDAQ–2016–012]
February 11, 2016.
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 January
28, 2016, The NASDAQ Stock Market
LLC (‘‘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
Chapter XV, entitled ‘‘Options Pricing,’’
at Section 2, which governs pricing for
Exchange members using the NASDAQ
Options Market (‘‘NOM’’), the
Exchange’s facility for executing and
routing standardized equity and index
options.
While changes to the Pricing
Schedule pursuant to this proposal are
effective upon filing, the Exchange has
designated these changes to be operative
on February 1, 2016.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaq.cchwallstreet.com, at
23 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
22 15
PO 00000
U.S.C. 78s(b)(2)(B).
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the principal office of the Exchange, and
at the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
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The Exchange proposes certain
amendments to the NOM transaction
fees set forth at Chapter XV, Section 2
for executing and routing standardized
equity and index options under the
Penny Pilot Options program. The
Exchange desires to continue to offer an
incentive to NOM Participants to add an
even greater amount of liquidity to
NOM. Specifically, the Exchange
proposes to continue to incentivize
Participants by continuing to offer the
opportunity to reduce the NOM Market
Maker 3 and Non-NOM Market Maker 4
Penny Pilot Options Fees for Removing
Liquidity from $0.50 to $0.48 per
contract, provided the Participant adds
1.30% of Customer,5 Professional,6
3 The term ‘‘NOM Market Maker’’ is a Participant
that has registered as a Market Maker on NOM
pursuant to Chapter VII, Section 2, and must also
remain in good standing pursuant to Chapter VII,
Section 4. In order to receive NOM Market Maker
pricing in all securities, the Participant must be
registered as a NOM Market Maker in at least one
security.
4 The term ‘‘Non-NOM Market Maker’’ is a
registered market maker on another options
exchange that is not a NOM Market Maker. A NonNOM Market Maker must append the proper NonNOM Market Maker designation to orders routed to
NOM.
5 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 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)).
6 The term ‘‘Professional’’ or (‘‘P’’) means any
person or entity that (i) is not a broker or dealer in
securities, and (ii) places more than 390 orders in
listed options per day on average during a calendar
month for its own beneficial account(s) pursuant to
Chapter I, Section 1(a)(48). All Professional orders
shall be appropriately marked by Participants.
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Firm,7 Broker-Dealer 8 or Non-NOM
Market Maker liquidity in Penny Pilot
Options and/or Non-Penny Pilot
Options of total industry customer
equity and ETF option ADV contracts
per day in a month and the Participant
is (i) both the buyer and seller or (ii) the
Participant removes liquidity from
another Participant under Common
Ownership.9
The Exchange is removing the current
date range, January 11, 2016 through
January 26 [sic], 2016, so the Exchange
may continue to offer this incentive
going forward. For purposes of clarity,
the Exchange proposes to add rule text
to make clear that Participants that add
1.30% of Customer, Professional, Firm,
Broker-Dealer or Non-NOM Market
Maker liquidity in either Penny Pilot
Options and/or Non-Penny Pilot
Options may qualify for the incentive.
Also, the Exchange proposes to clarify
that the 1.30% applies to total industry
customer equity and ETF option ADV
contracts per day in a month. While the
Exchange believes that there is no
confusion among market participants as
to the qualifying volume for this
incentive, the Exchange proposes to add
this rule text language for clarity.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6 of the Act,10 in general, and
with Section 6(b)(4) and 6(b)(5) of the
Act,11 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. Attracting
order flow to the Exchange benefits all
Participants who have the opportunity
to interact with this order flow.
The Commission and the courts have
repeatedly expressed their preference
for competition over regulatory
intervention in determining prices,
products, and services in the securities
7 The term ‘‘Firm’’ or (‘‘F’’) applies to any
transaction that is identified by a Participant for
clearing in the Firm range at The Options Clearing
Corporation.
8 The term ‘‘Broker-Dealer’’ or (‘‘B’’) applies to
any transaction which is not subject to any of the
other transaction fees applicable within a particular
category.
9 The term ‘‘Common Ownership’’ shall mean
Participants under 75% common ownership or
control. Common Ownership shall apply to all
pricing in Chapter XV, Section 2 for which a
volume threshold or volume percentage is required
to obtain the pricing.
10 15 U.S.C. 78f.
11 15 U.S.C. 78f(b)(4) and (5).
PO 00000
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markets. 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’. . . .’’ 12 Although the court
and the SEC were discussing the cash
equities markets, the Exchange believes
that these views apply with equal force
to the options markets and this proposal
is consistent with those views in that it
is a price cut driven by competition.
The Exchange’s proposal to continue
to incentivize Participants to send order
flow to NOM by offering the
opportunity to reduce the NOM Market
Maker and Non-NOM Market Maker
Penny Pilot Options Fees for Removing
Liquidity from $0.50 to $0.48 per
contract, provided the Participant
qualifies for the incentive,13 is
reasonable because the Exchange
believes NOM will continue to attract a
greater amount of order flow by offering
this discounted rate. The Exchange
believes that this additional fee
reduction for Non-NOM Market Makers
and NOM Market Makers should further
incentivize Participants to add liquidity
in Penny Pilot Options on NOM to
obtain the discounted rate going
forward.
The Exchange’s proposal to continue
to incentivize Participants to send order
flow to NOM by offering the
opportunity to reduce the NOM Market
Maker and Non-NOM Market Maker
Penny Pilot Options Fees for Removing
Liquidity from $0.50 to $0.48 per
contract, provided the Participant
qualifies for the incentive,14 is equitable
and not unfairly discriminatory for the
reasons which follow. NOM Market
Makers have obligations to the market
and regulatory requirements, which
normally do not apply to other market
participants.15 A NOM Market Maker
12 Id. [sic] at 539 (quoting Securities Exchange
[sic] Release No. 59039 (December 2, 2008), 73 FR
74770 (December 9, 2008) (SR–NYSEArca–2006–21)
at 73 FR at 74782–74783).
13 Participants are required to add 1.30% of
Customer, Professional, Firm, Broker-Dealer or NonNOM Market Maker liquidity in Penny Pilot
Options and/or Non-Penny Pilot Options of total
industry customer equity and ETF option ADV
contracts per day in a month and the Participant
must be (i) both the buyer and seller or (ii) the
Participant must remove liquidity from another
Participant under Common Ownership.
14 Id.
15 Pursuant to Chapter VII (Market Participants),
Section 5 (Obligations of Market Makers), in
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has the obligation, for example, to make
continuous markets, engage in a course
of dealings reasonably calculated to
contribute to the maintenance of a fair
and orderly market, and not make bids
or offers or enter into transactions that
are inconsistent with a [sic] course of
dealings. The proposed differentiation
as between NOM Market Makers and
other market participants recognizes the
differing contributions made to the
trading environment on the Exchange by
NOM Market Makers. For the above
reasons, the Exchange believes that
NOM Market Makers are entitled to
discounted fees, provided they qualify
for the discount. The Exchange believes
it is equitable and not unfairly
discriminatory to offer the fee discount
to Non-NOM Market Makers because the
Exchange is offering Participants
flexibility in the manner in which they
are submitting their orders. Non-NOM
Market Makers have obligations on
other exchanges to qualify as a market
maker. Also, the Exchange believes that
market makers not registered on NOM
will be encouraged to send orders to
NOM as an away market maker (NonNOM Market Maker) with this
incentive. Because the incentive is being
offered to both market makers registered
on NOM and those not registered on
NOM, the Exchange believes that the
proposal is equitable and not unfairly
discriminatory because it encourages
market makers to direct liquidity to
NOM to the benefit of all Participants.
This proposal recognizes the overall
contributions made by market makers to
a listed options market.
The Exchange believes that it is
reasonable, equitable and not unfairly
discriminatory to only offer the fee
reduction to NOM Market Makers and
Non-NOM Market Makers because the
Exchange is offering this $0.02 per
contract fee discount to the Penny Pilot
Options Fees for Removing Liquidity to
continue to incentivize NOM
Participants to select NOM as a venue
to send Customer, Professional, Firm,
Broker-Dealer or Non-NOM Market
Maker order flow. Participants may send
either Penny or Non-Penny Pilot
Options to qualify for the discount.
The Exchange believes that it is
reasonable, equitable and not unfairly
registering as a market maker, an Options
Participant commits himself to various obligations.
Transactions of a Market Maker in its market
making capacity 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 NOM for all
purposes under the Act or rules thereunder. See
Chapter VII, Section 5.
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discriminatory to permit NOM
Participants with 75 percent common
ownership to aggregate their volume for
purposes of obtaining the fee discount
because certain NOM Participants chose
to segregate their businesses into
different legal entities for purposes of
conducting business. The Exchange
believes that these NOM Participants
should be treated as one entity for
purposes of qualifying for the
discounted Fee for Removing Liquidity
in Penny Pilot Options, as long as there
is at least 75% Common Ownership or
control among the NOM Participants.
The Exchange also believes that it is
reasonable, equitable and not unfairly
discriminatory to offer a $0.02 per
contract reduced Penny Pilot Option
Fee for Removing Liquidity to NonNOM Market Makers and NOM Market
Makers for transactions in which the
same NOM Participant or a NOM
Participant under Common Ownership
is the buyer and the seller. NOM
Participants that chose to segregate their
businesses into different legal entities
should still be afforded the opportunity
to receive the discount as if they were
the same NOM Participant on both sides
of the transaction.
It is important to note that NOM
Participants are unaware at the time the
order is entered of the identity of the
contra-party. Because contra-parties are
anonymous, the Exchange believes that
NOM Participants would aggressively
pursue order flow in order to receive the
benefit of the reduction. NOM
Participants would only receive the
incentive if they interact with their own
order flow, recognizing Common
Ownership where applicable. Offering
the additional fee reduction is
reasonable, equitable and not unfairly
discriminatory because Participants
would be entitled to receive the fee
reduction only when the Participant is
both the buyer and seller. By way of
example, if a NOM Participant that is
assigned the firm code 16 ‘‘ABC’’ by the
Exchange posted an order utilizing its
Customer order router, and the order
was removed by an ABC NOM Market
Maker order, the NOM Participant
would receive the $0.02 per contract fee
reduction for that trade ($0.50 to $0.48
per contract). The Exchange proposes to
utilize the Exchange assigned firm code
to determine which NOM Participant
executed an order and to apply the fee
reduction to the Non-NOM Market
Maker or NOM Market Maker Penny
Pilot Option Fee for Removing Liquidity
if the same NOM Participant was the
16 Each NOM Participant is assigned a firm code
by the Exchange.
PO 00000
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8321
buyer and the seller to a transaction.17
This concept is not novel. Today
NASDAQ OMX PHLX LLC (‘‘Phlx’’)
assesses a Firm Floor Options
Transaction Charge based on which side
of the transaction the member
represents as well [sic] whether the
same member or its affiliates under
Common Ownership was represented.18
Finally, the Exchange’s proposal to
count all order flow (Penny and NonPenny Pilot Options) toward the 1.30%
requisite volume, except for NOM
Market Maker order flow is reasonable,
equitable and not unfairly
discriminatory because NOM Market
Makers are entitled to rebates today
similar to Customers and Professionals.
Customer volume is important because
it continues to attract liquidity to the
Exchange, which benefits all market
participants. Further, with respect to
Professional liquidity, the Exchange
initially established Professional pricing
in order to ‘‘. . . bring additional
revenue to the Exchange.’’ 19 The
Exchange noted in the Professional
Filing that it believes ‘‘. . . that the
increased revenue from the proposal
would assist the Exchange to recoup
fixed costs.’’ 20 Further, the Exchange
noted in that filing that it believes that
establishing separate pricing for a
Professional, which ranges between that
of a Customer and market maker,
17 In this example, the same Participant that
added and removed the order would be entitled to
the fee reduction because the NOM Participant was
the buyer and seller on the transaction.
18 The Firm Floor Options Transaction Charges
will be waived for members executing facilitation
orders pursuant to Exchange Rule 1064 when such
members are trading in their own proprietary
account (including Cabinet Options Transaction
Charges). The Firm Floor Options Transaction
Charges will be waived for the buy side of a
transaction if the same member or its affiliates
under Common Ownership represents both sides of
a Firm transaction when such members are trading
in their own proprietary account. In addition, the
Broker-Dealer Floor Options Transaction Charge
(including Cabinet Options Transaction Charges)
will be waived for members executing facilitation
orders pursuant to Exchange Rule 1064 when such
members would otherwise incur this charge for
trading in their own proprietary account contra to
a Customer (‘‘BD-Customer Facilitation’’), if the
member’s BD-Customer Facilitation average daily
volume (including both FLEX and non-FLEX
transactions) exceeds 10,000 contracts per day in a
given month. See Phlx’s Pricing Schedule.
19 See Securities Exchange Act Release No. 64494
(May 13, 2011), 76 FR 29014 (May 19, 2011) (SR–
NASDAQ–2011–066) (‘‘Professional Filing’’). In this
filing, the Exchange addressed the perceived
favorable pricing of Professionals who were
assessed fees and paid rebates like a Customer prior
to the filing. The Exchange noted in that filing that
a Professional, unlike a retail Customer, has access
to sophisticated trading systems that contain
functionality not available to retail Customers.
20 See Professional Filing.
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accomplishes this objective.21 The
Exchange offers NOM Market Makers
rebates in acknowledgment of the
obligations22 these Participants bear in
the market. The Exchange believes that
it is not necessary to count NOM Market
Maker volume toward the volume to
qualify for the fee reduction because
that volume is counted toward the
qualifiers for the NOM Market Maker
rebates.
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. 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 this instance, the continuation of
the proposed amendments to NOM
Market Maker and Non-NOM Market
Maker Penny Pilot Options Fees for
Removing Liquidity do not impose an
undue burden on inter-market
competition because the Exchange’s
execution services are completely
voluntary and subject to extensive
competition.
The Exchange’s proposal to
incentivize Participants by continuing
to offer the opportunity to reduce the
NOM Market Maker and Non-NOM
Market Maker Penny Pilot Options Fees
for Removing Liquidity from $0.50 to
$0.48 per contract, provided the
Participant adds 1.30% of Customer,
Professional, Firm, Broker-Dealer or
21 See Professional Filing. The Exchange also in
[sic] the Professional Filing that it believes the role
of the retail Customer in the marketplace is distinct
from that of the Professional and the Exchange’s fee
proposal at that time accounted for this distinction
by pricing each market participant according to
their roles and obligations.
22 See note 15.
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Non-NOM Market Maker liquidity in
Penny Pilot Options and/or Non-Penny
Pilot Options of total industry customer
equity and ETF option ADV contracts
per day in a month and the Participant
is (i) both the buyer and seller or (ii) the
Participant removes liquidity from
another Participant under Common
Ownership does not create an undue
burden on intra-market competition
because NOM Market Makers have
obligations to the market and regulatory
requirements, which normally do not
apply to other market participants.23
Offering the fee discount to Non-NOM
Market Makers provides Participants
with flexibility in the manner in which
they are submitting their orders. NonNOM Market Makers have obligations
on other exchanges to qualify as a
market maker. Also, the Exchange
believes that market makers not
registered on NOM will be encouraged
to send orders to NOM as an away
market maker (Non-NOM Market Maker)
with this incentive. Because the
incentive is being offered to both market
makers registered on NOM and those
not registered on NOM, the Exchange
believes that the proposal does not
impose an undue burden on intramarket competition because it
encourages market makers to direct
liquidity to NOM to the benefit of all
Participants.
The Exchange believes that permitting
NOM Participants with 75 percent
common ownership to aggregate their
volume for purposes of obtaining the fee
discount does not create an undue
burden on intra-market competition
because certain NOM Participants chose
to segregate their businesses into
different legal entities for purposes of
conducting business. NOM Participants
that chose to segregate their businesses
into different legal entities should still
be afforded the opportunity to receive
the discount as if they were the same
NOM Participant on both sides of the
transaction.
Participants would be entitled to
receive the fee reduction when the
Participant is both the buyer and seller
and therefore this qualifier does not
create an undue burden on intra-market
competition. NOM Participants are
unaware at the time the order is entered
of the identity of the contra-party,
therefore, since contra-parties are
anonymous, the Exchange believes that
NOM Participants would aggressively
pursue order flow in order to receive the
benefit of the reduction, to the benefit
of all Participants.
The Exchange’s proposal to continue
to count all order flow toward the
23 See
PO 00000
note 15.
Frm 00150
1.30% requisite volume, except for
NOM Market Maker order flow does not
impose an undue burden on intramarket competition because the
Exchange believes it is not necessary to
count NOM Market Maker volume in
qualifying for the fee discount as that
volume is counted toward qualifying for
NOM Market Maker rebates.
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
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.24
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–
NASDAQ–2016–012 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–NASDAQ–2016–012. 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
24 15
Fmt 4703
Sfmt 4703
E:\FR\FM\18FEN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
18FEN1
8323
Federal Register / Vol. 81, No. 32 / Thursday, February 18, 2016 / Notices
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–
NASDAQ–2016–012, and should be
submitted on or before March 10, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–03268 Filed 2–17–16; 8:45 am]
BILLING CODE 8011–01–P
Security Blvd., Baltimore, MD
21235, Fax: 410–966–2830, Email
address: OR.Reports.Clearance@
ssa.gov,
SOCIAL SECURITY ADMINISTRATION
[Docket No: SSA–2016–0003]
Agency Information Collection
Activities: Proposed Request and
Comment Request
The Social Security Administration
(SSA) publishes a list of information
collection packages requiring clearance
by the Office of Management and
Budget (OMB) in compliance with
Public Law 104–13, the Paperwork
Reduction Act of 1995, effective October
1, 1995. This notice includes revisions
of OMB-approved information
collections.
SSA is soliciting comments on the
accuracy of the agency’s burden
estimate; the need for the information;
its practical utility; ways to enhance its
quality, utility, and clarity; and ways to
minimize burden on respondents,
including the use of automated
collection techniques or other forms of
information technology. Mail, email, or
fax your comments and
recommendations on the information
collection(s) to the OMB Desk Officer
and SSA Reports Clearance Officer at
the following addresses or fax numbers.
(OMB)
Office of Management and Budget,
Attn: Desk Officer for SSA, Fax:
202–395–6974, Email address:
OIRA_Submission@omb.eop.gov.
(SSA)
Social Security Administration,
OLCA, Attn: Reports Clearance
Director, 3100 West High Rise, 6401
Number of
responses
Modality of completion
Or you may submit your comments
online through www.regulations.gov,
referencing Docket ID Number [SSA–
2016–0003].
I. The information collections below
are pending at SSA. SSA will submit
them to OMB within 60 days from the
date of this notice. To be sure we
consider your comments, we must
receive them no later than April 18,
2016. Individuals can obtain copies of
the collection instruments by writing to
the above email address.
1. Request to be Selected as a Payee—
20 CFR 404.2010–404.2055, 416.601–
416.665—0960–0014. SSA requires an
individual applying to be a
representative payee for a Social
Security beneficiary or Supplemental
Security Income (SSI) recipient to
complete Form SSA–11–BK. SSA
obtains information from applicant
payees regarding their relationship to
the beneficiary; personal qualifications;
concern for the beneficiary’s well-being;
and intended use of benefits if
appointed as payee. The respondents
are individuals; private sector
businesses and institutions; and State
and local government institutions and
agencies applying to become
representative payees.
Type of Request: Revision of an OMB
approved information collection.
Individuals and Households (90%):
Frequency of
response
Average
burden per
response
(minutes)
Estimated total
annual burden
(hours)
Representative Payee System (RPS) .............................................................
Paper Version ..................................................................................................
1,438,200
91,800
1
1
11
11
263,670
16,830
Total ..........................................................................................................
1,530,000
........................
........................
280,500
Frequency of
response
Average
burden per
response
(minutes)
Private Sector (9%):
Number of
responses
Modality of completion
Estimated total
annual burden
(hours)
mstockstill on DSK4VPTVN1PROD with NOTICES
Representative Payee System (RPS) .............................................................
Paper Version ..................................................................................................
149,940
3,060
1
1
11
11
27,489
561
Total ..........................................................................................................
153,000
........................
........................
28,050
State/Local/Tribal Government (1%):
25 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
19:03 Feb 17, 2016
Jkt 238001
PO 00000
Frm 00151
Fmt 4703
Sfmt 4703
E:\FR\FM\18FEN1.SGM
18FEN1
Agencies
[Federal Register Volume 81, Number 32 (Thursday, February 18, 2016)]
[Notices]
[Pages 8319-8323]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-03268]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77116; File No. SR-NASDAQ-2016-012]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend NOM Rules at Chapter XV, Section 2
February 11, 2016.
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 January 28, 2016, The NASDAQ Stock Market LLC (``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 Chapter XV, entitled ``Options
Pricing,'' at Section 2, which governs pricing for Exchange members
using the NASDAQ Options Market (``NOM''), the Exchange's facility for
executing and routing standardized equity and index options.
While changes to the Pricing Schedule pursuant to this proposal are
effective upon filing, the Exchange has designated these changes to be
operative on February 1, 2016.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaq.cchwallstreet.com, at
[[Page 8320]]
the principal office of the Exchange, and at the Commission's Public
Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes certain amendments to the NOM transaction
fees set forth at Chapter XV, Section 2 for executing and routing
standardized equity and index options under the Penny Pilot Options
program. The Exchange desires to continue to offer an incentive to NOM
Participants to add an even greater amount of liquidity to NOM.
Specifically, the Exchange proposes to continue to incentivize
Participants by continuing to offer the opportunity to reduce the NOM
Market Maker \3\ and Non-NOM Market Maker \4\ Penny Pilot Options Fees
for Removing Liquidity from $0.50 to $0.48 per contract, provided the
Participant adds 1.30% of Customer,\5\ Professional,\6\ Firm,\7\
Broker-Dealer \8\ or Non-NOM Market Maker liquidity in Penny Pilot
Options and/or Non-Penny Pilot Options of total industry customer
equity and ETF option ADV contracts per day in a month and the
Participant is (i) both the buyer and seller or (ii) the Participant
removes liquidity from another Participant under Common Ownership.\9\
---------------------------------------------------------------------------
\3\ The term ``NOM Market Maker'' is a Participant that has
registered as a Market Maker on NOM pursuant to Chapter VII, Section
2, and must also remain in good standing pursuant to Chapter VII,
Section 4. In order to receive NOM Market Maker pricing in all
securities, the Participant must be registered as a NOM Market Maker
in at least one security.
\4\ The term ``Non-NOM Market Maker'' is a registered market
maker on another options exchange that is not a NOM Market Maker. A
Non-NOM Market Maker must append the proper Non-NOM Market Maker
designation to orders routed to NOM.
\5\ 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 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)).
\6\ The term ``Professional'' or (``P'') means any person or
entity that (i) is not a broker or dealer in securities, and (ii)
places more than 390 orders in listed options per day on average
during a calendar month for its own beneficial account(s) pursuant
to Chapter I, Section 1(a)(48). All Professional orders shall be
appropriately marked by Participants.
\7\ The term ``Firm'' or (``F'') applies to any transaction that
is identified by a Participant for clearing in the Firm range at The
Options Clearing Corporation.
\8\ The term ``Broker-Dealer'' or (``B'') applies to any
transaction which is not subject to any of the other transaction
fees applicable within a particular category.
\9\ The term ``Common Ownership'' shall mean Participants under
75% common ownership or control. Common Ownership shall apply to all
pricing in Chapter XV, Section 2 for which a volume threshold or
volume percentage is required to obtain the pricing.
---------------------------------------------------------------------------
The Exchange is removing the current date range, January 11, 2016
through January 26 [sic], 2016, so the Exchange may continue to offer
this incentive going forward. For purposes of clarity, the Exchange
proposes to add rule text to make clear that Participants that add
1.30% of Customer, Professional, Firm, Broker-Dealer or Non-NOM Market
Maker liquidity in either Penny Pilot Options and/or Non-Penny Pilot
Options may qualify for the incentive. Also, the Exchange proposes to
clarify that the 1.30% applies to total industry customer equity and
ETF option ADV contracts per day in a month. While the Exchange
believes that there is no confusion among market participants as to the
qualifying volume for this incentive, the Exchange proposes to add this
rule text language for clarity.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6 of the Act,\10\ in general, and with Section 6(b)(4) and
6(b)(5) of the Act,\11\ 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.
Attracting order flow to the Exchange benefits all Participants who
have the opportunity to interact with this order flow.
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78f.
\11\ 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. 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'. . . .'' \12\ Although the court and the SEC were discussing
the cash equities markets, the Exchange believes that these views apply
with equal force to the options markets and this proposal is consistent
with those views in that it is a price cut driven by competition.
---------------------------------------------------------------------------
\12\ Id. [sic] at 539 (quoting Securities Exchange [sic] Release
No. 59039 (December 2, 2008), 73 FR 74770 (December 9, 2008) (SR-
NYSEArca-2006-21) at 73 FR at 74782-74783).
---------------------------------------------------------------------------
The Exchange's proposal to continue to incentivize Participants to
send order flow to NOM by offering the opportunity to reduce the NOM
Market Maker and Non-NOM Market Maker Penny Pilot Options Fees for
Removing Liquidity from $0.50 to $0.48 per contract, provided the
Participant qualifies for the incentive,\13\ is reasonable because the
Exchange believes NOM will continue to attract a greater amount of
order flow by offering this discounted rate. The Exchange believes that
this additional fee reduction for Non-NOM Market Makers and NOM Market
Makers should further incentivize Participants to add liquidity in
Penny Pilot Options on NOM to obtain the discounted rate going forward.
---------------------------------------------------------------------------
\13\ Participants are required to add 1.30% of Customer,
Professional, Firm, Broker-Dealer or Non-NOM Market Maker liquidity
in Penny Pilot Options and/or Non-Penny Pilot Options of total
industry customer equity and ETF option ADV contracts per day in a
month and the Participant must be (i) both the buyer and seller or
(ii) the Participant must remove liquidity from another Participant
under Common Ownership.
---------------------------------------------------------------------------
The Exchange's proposal to continue to incentivize Participants to
send order flow to NOM by offering the opportunity to reduce the NOM
Market Maker and Non-NOM Market Maker Penny Pilot Options Fees for
Removing Liquidity from $0.50 to $0.48 per contract, provided the
Participant qualifies for the incentive,\14\ is equitable and not
unfairly discriminatory for the reasons which follow. NOM Market Makers
have obligations to the market and regulatory requirements, which
normally do not apply to other market participants.\15\ A NOM Market
Maker
[[Page 8321]]
has the obligation, for example, to make continuous markets, engage in
a course of dealings reasonably calculated to contribute to the
maintenance of a fair and orderly market, and not make bids or offers
or enter into transactions that are inconsistent with a [sic] course of
dealings. The proposed differentiation as between NOM Market Makers and
other market participants recognizes the differing contributions made
to the trading environment on the Exchange by NOM Market Makers. For
the above reasons, the Exchange believes that NOM Market Makers are
entitled to discounted fees, provided they qualify for the discount.
The Exchange believes it is equitable and not unfairly discriminatory
to offer the fee discount to Non-NOM Market Makers because the Exchange
is offering Participants flexibility in the manner in which they are
submitting their orders. Non-NOM Market Makers have obligations on
other exchanges to qualify as a market maker. Also, the Exchange
believes that market makers not registered on NOM will be encouraged to
send orders to NOM as an away market maker (Non-NOM Market Maker) with
this incentive. Because the incentive is being offered to both market
makers registered on NOM and those not registered on NOM, the Exchange
believes that the proposal is equitable and not unfairly discriminatory
because it encourages market makers to direct liquidity to NOM to the
benefit of all Participants. This proposal recognizes the overall
contributions made by market makers to a listed options market.
---------------------------------------------------------------------------
\14\ Id.
\15\ Pursuant to Chapter VII (Market Participants), Section 5
(Obligations of Market Makers), in registering as a market maker, an
Options Participant commits himself to various obligations.
Transactions of a Market Maker in its market making capacity 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 NOM for all purposes under
the Act or rules thereunder. See Chapter VII, Section 5.
---------------------------------------------------------------------------
The Exchange believes that it is reasonable, equitable and not
unfairly discriminatory to only offer the fee reduction to NOM Market
Makers and Non-NOM Market Makers because the Exchange is offering this
$0.02 per contract fee discount to the Penny Pilot Options Fees for
Removing Liquidity to continue to incentivize NOM Participants to
select NOM as a venue to send Customer, Professional, Firm, Broker-
Dealer or Non-NOM Market Maker order flow. Participants may send either
Penny or Non-Penny Pilot Options to qualify for the discount.
The Exchange believes that it is reasonable, equitable and not
unfairly discriminatory to permit NOM Participants with 75 percent
common ownership to aggregate their volume for purposes of obtaining
the fee discount because certain NOM Participants chose to segregate
their businesses into different legal entities for purposes of
conducting business. The Exchange believes that these NOM Participants
should be treated as one entity for purposes of qualifying for the
discounted Fee for Removing Liquidity in Penny Pilot Options, as long
as there is at least 75% Common Ownership or control among the NOM
Participants. The Exchange also believes that it is reasonable,
equitable and not unfairly discriminatory to offer a $0.02 per contract
reduced Penny Pilot Option Fee for Removing Liquidity to Non-NOM Market
Makers and NOM Market Makers for transactions in which the same NOM
Participant or a NOM Participant under Common Ownership is the buyer
and the seller. NOM Participants that chose to segregate their
businesses into different legal entities should still be afforded the
opportunity to receive the discount as if they were the same NOM
Participant on both sides of the transaction.
It is important to note that NOM Participants are unaware at the
time the order is entered of the identity of the contra-party. Because
contra-parties are anonymous, the Exchange believes that NOM
Participants would aggressively pursue order flow in order to receive
the benefit of the reduction. NOM Participants would only receive the
incentive if they interact with their own order flow, recognizing
Common Ownership where applicable. Offering the additional fee
reduction is reasonable, equitable and not unfairly discriminatory
because Participants would be entitled to receive the fee reduction
only when the Participant is both the buyer and seller. By way of
example, if a NOM Participant that is assigned the firm code \16\
``ABC'' by the Exchange posted an order utilizing its Customer order
router, and the order was removed by an ABC NOM Market Maker order, the
NOM Participant would receive the $0.02 per contract fee reduction for
that trade ($0.50 to $0.48 per contract). The Exchange proposes to
utilize the Exchange assigned firm code to determine which NOM
Participant executed an order and to apply the fee reduction to the
Non-NOM Market Maker or NOM Market Maker Penny Pilot Option Fee for
Removing Liquidity if the same NOM Participant was the buyer and the
seller to a transaction.\17\ This concept is not novel. Today NASDAQ
OMX PHLX LLC (``Phlx'') assesses a Firm Floor Options Transaction
Charge based on which side of the transaction the member represents as
well [sic] whether the same member or its affiliates under Common
Ownership was represented.\18\
---------------------------------------------------------------------------
\16\ Each NOM Participant is assigned a firm code by the
Exchange.
\17\ In this example, the same Participant that added and
removed the order would be entitled to the fee reduction because the
NOM Participant was the buyer and seller on the transaction.
\18\ The Firm Floor Options Transaction Charges will be waived
for members executing facilitation orders pursuant to Exchange Rule
1064 when such members are trading in their own proprietary account
(including Cabinet Options Transaction Charges). The Firm Floor
Options Transaction Charges will be waived for the buy side of a
transaction if the same member or its affiliates under Common
Ownership represents both sides of a Firm transaction when such
members are trading in their own proprietary account. In addition,
the Broker-Dealer Floor Options Transaction Charge (including
Cabinet Options Transaction Charges) will be waived for members
executing facilitation orders pursuant to Exchange Rule 1064 when
such members would otherwise incur this charge for trading in their
own proprietary account contra to a Customer (``BD-Customer
Facilitation''), if the member's BD-Customer Facilitation average
daily volume (including both FLEX and non-FLEX transactions) exceeds
10,000 contracts per day in a given month. See Phlx's Pricing
Schedule.
---------------------------------------------------------------------------
Finally, the Exchange's proposal to count all order flow (Penny and
Non-Penny Pilot Options) toward the 1.30% requisite volume, except for
NOM Market Maker order flow is reasonable, equitable and not unfairly
discriminatory because NOM Market Makers are entitled to rebates today
similar to Customers and Professionals. Customer volume is important
because it continues to attract liquidity to the Exchange, which
benefits all market participants. Further, with respect to Professional
liquidity, the Exchange initially established Professional pricing in
order to ``. . . bring additional revenue to the Exchange.'' \19\ The
Exchange noted in the Professional Filing that it believes ``. . . that
the increased revenue from the proposal would assist the Exchange to
recoup fixed costs.'' \20\ Further, the Exchange noted in that filing
that it believes that establishing separate pricing for a Professional,
which ranges between that of a Customer and market maker,
[[Page 8322]]
accomplishes this objective.\21\ The Exchange offers NOM Market Makers
rebates in acknowledgment of the obligations\22\ these Participants
bear in the market. The Exchange believes that it is not necessary to
count NOM Market Maker volume toward the volume to qualify for the fee
reduction because that volume is counted toward the qualifiers for the
NOM Market Maker rebates.
---------------------------------------------------------------------------
\19\ See Securities Exchange Act Release No. 64494 (May 13,
2011), 76 FR 29014 (May 19, 2011) (SR-NASDAQ-2011-066)
(``Professional Filing''). In this filing, the Exchange addressed
the perceived favorable pricing of Professionals who were assessed
fees and paid rebates like a Customer prior to the filing. The
Exchange noted in that filing that a Professional, unlike a retail
Customer, has access to sophisticated trading systems that contain
functionality not available to retail Customers.
\20\ See Professional Filing.
\21\ See Professional Filing. The Exchange also in [sic] the
Professional Filing that it believes the role of the retail Customer
in the marketplace is distinct from that of the Professional and the
Exchange's fee proposal at that time accounted for this distinction
by pricing each market participant according to their roles and
obligations.
\22\ See note 15.
---------------------------------------------------------------------------
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. 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 this instance, the continuation of the proposed amendments to
NOM Market Maker and Non-NOM Market Maker Penny Pilot Options Fees for
Removing Liquidity do not impose an undue burden on inter-market
competition because the Exchange's execution services are completely
voluntary and subject to extensive competition.
The Exchange's proposal to incentivize Participants by continuing
to offer the opportunity to reduce the NOM Market Maker and Non-NOM
Market Maker Penny Pilot Options Fees for Removing Liquidity from $0.50
to $0.48 per contract, provided the Participant adds 1.30% of Customer,
Professional, Firm, Broker-Dealer or Non-NOM Market Maker liquidity in
Penny Pilot Options and/or Non-Penny Pilot Options of total industry
customer equity and ETF option ADV contracts per day in a month and the
Participant is (i) both the buyer and seller or (ii) the Participant
removes liquidity from another Participant under Common Ownership does
not create an undue burden on intra-market competition because NOM
Market Makers have obligations to the market and regulatory
requirements, which normally do not apply to other market
participants.\23\ Offering the fee discount to Non-NOM Market Makers
provides Participants with flexibility in the manner in which they are
submitting their orders. Non-NOM Market Makers have obligations on
other exchanges to qualify as a market maker. Also, the Exchange
believes that market makers not registered on NOM will be encouraged to
send orders to NOM as an away market maker (Non-NOM Market Maker) with
this incentive. Because the incentive is being offered to both market
makers registered on NOM and those not registered on NOM, the Exchange
believes that the proposal does not impose an undue burden on intra-
market competition because it encourages market makers to direct
liquidity to NOM to the benefit of all Participants.
---------------------------------------------------------------------------
\23\ See note 15.
---------------------------------------------------------------------------
The Exchange believes that permitting NOM Participants with 75
percent common ownership to aggregate their volume for purposes of
obtaining the fee discount does not create an undue burden on intra-
market competition because certain NOM Participants chose to segregate
their businesses into different legal entities for purposes of
conducting business. NOM Participants that chose to segregate their
businesses into different legal entities should still be afforded the
opportunity to receive the discount as if they were the same NOM
Participant on both sides of the transaction.
Participants would be entitled to receive the fee reduction when
the Participant is both the buyer and seller and therefore this
qualifier does not create an undue burden on intra-market competition.
NOM Participants are unaware at the time the order is entered of the
identity of the contra-party, therefore, since contra-parties are
anonymous, the Exchange believes that NOM Participants would
aggressively pursue order flow in order to receive the benefit of the
reduction, to the benefit of all Participants.
The Exchange's proposal to continue to count all order flow toward
the 1.30% requisite volume, except for NOM Market Maker order flow does
not impose an undue burden on intra-market competition because the
Exchange believes it is not necessary to count NOM Market Maker volume
in qualifying for the fee discount as that volume is counted toward
qualifying for NOM Market Maker rebates.
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
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\24\
---------------------------------------------------------------------------
\24\ 15 U.S.C. 78s(b)(3)(A)(ii).
---------------------------------------------------------------------------
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-NASDAQ-2016-012 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-NASDAQ-2016-012. 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
[[Page 8323]]
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-NASDAQ-2016-012, and should
be submitted on or before March 10, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\25\
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\25\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-03268 Filed 2-17-16; 8:45 am]
BILLING CODE 8011-01-P