Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Amending Rule 341A(a)(4) To Provide for Web-Based Delivery of the Exchange's Continuing Education Program, 9233-9235 [2016-03793]
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Federal Register / Vol. 81, No. 36 / Wednesday, February 24, 2016 / Notices
persons who may be deemed to be
participating in a distribution of Shares
of the Fund to bid for or purchase such
Shares during their participation in
such distribution.
It is further ordered, pursuant to Rule
102(e) of Regulation M, that the Trust,
based on the representations and the
facts presented in the Letter, is exempt
from the requirements of Rule 102 with
respect to the Fund, thus permitting the
Fund to redeem Shares of the Fund
during the continuous offering of such
Shares.
It is further ordered, pursuant to Rule
10b–17(b)(2), that the Trust, based on
the representations and the facts
presented in the Letter and subject to
the conditions below, is exempt from
the requirements of Rule 10b–17 with
respect to transactions in the shares of
the Fund.
This exemptive relief is subject to the
following conditions:
• The Trust will comply with Rule
10b–17 except for Rule 10b–
17(b)(1)(v)(a) and (b); and
• The Trust will provide the
information required by Rule 10b–
17(b)(1)(v)(a) and (b) to the Exchange as
soon as practicable before trading begins
on the ex-dividend date, but in no event
later than the time when the Exchange
last accepts information relating to
distributions on the day before the exdividend date.
This exemptive relief is subject to
modification or revocation at any time
the Commission determines that such
action is necessary or appropriate in
furtherance of the purposes of the
Exchange Act. Persons relying upon this
exemptive relief shall discontinue
transactions involving the Shares of the
Fund, pending presentation of the facts
for the Commission’s consideration, in
the event that any material change
occurs with respect to any of the facts
or representations made by the
Requestors and, consistent with all
preceding letters, particularly with
respect to the close alignment between
the market price of Shares and the
Fund’s NAV. In addition, persons
relying on this exemption are directed
to the anti-fraud and anti-manipulation
provisions of the Exchange Act,
particularly Sections 9(a) and 10(b), and
Rule 10b–5 thereunder. Responsibility
for compliance with these and any other
applicable provisions of the federal
securities laws must rest with the
persons relying on this exemption. This
order should not be considered a view
with respect to any other question that
the proposed transactions may raise,
including, but not limited to the
adequacy of the disclosure concerning,
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17:59 Feb 23, 2016
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and the applicability of other federal or
state laws to, the proposed transactions.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.5
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–03792 Filed 2–23–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77174; File No. SR–
NYSEMKT–2016–22]
Self-Regulatory Organizations; NYSE
MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Amending Rule
341A(a)(4) To Provide for Web-Based
Delivery of the Exchange’s Continuing
Education Program
February 18, 2016.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934 (the
‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on February
4, 2016, NYSE MKT LLC (the
‘‘Exchange’’ or ‘‘NYSE MKT’’) filed with
the Securities and Exchange
Commission (the ‘‘Commission’’) the
proposed rule change as described in
Items I and II below, which Items have
been prepared by the self-regulatory
organization. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Rule 341A(a)(4) to provide for webbased delivery of the Exchange’s
continuing education (‘‘CE’’) program.
The proposed rule change would phase
out the current option of completing the
Regulatory Element in a test center,
delete the current option for in-house
delivery of the Regulatory Element of
the CE program and also delete the
existing text of Rule 341A(a)(4). The
Exchange’s proposal is materially
similar to a recent FINRA filing to
amend FINRA Rule 1250, which was
recently approved by the Securities and
Exchange Commission
(‘‘Commission’’).4 The proposed rule
5 17
CFR 200.30–3(a)(6) and (9).
U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
4 See Securities Exchange Act Release No. 75581
(July 31, 2015), 80 FR 47018 (August 6, 2015)
(Order Approving a Proposed Rule Change to
1 15
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9233
change is available on the Exchange’s
Web site at www.nyse.com, at the
principal office of the Exchange, and at
the Commission’s Public Reference
Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of those statements may be examined at
the places specified in Item IV below.
The Exchange has prepared summaries,
set forth in sections A, B, and C below,
of the most significant parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The CE requirements under Rule
341A consist of a Regulatory Element 5
and a Firm Element.6 The Regulatory
Element applies to all registered persons
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.7 In addition, unless
otherwise determined by the Exchange,
a registered person is required to re-take
the Regulatory Element of the program
and satisfy the program’s requirements
in their entirety in the event such
person: (i) Becomes subject to any
statutory disqualification as defined in
Section 3(a)(39) of the Securities
Exchange Act of 1934; (ii) becomes
subject to suspension or to the
imposition of a fine of $5,000 or more
Provide a Web-based Delivery Method for
Completing the Regulatory Element of the
Continuing Education Requirements) (SR–FINRA–
2015–015). See also Securities Exchange Act
Release No. 76880 (January 12, 2016), 81 FR 2928
(January 19, 2016) (Notice of Filing and Immediate
Effectiveness of a Proposed Rule Change To Amend
Section (a)(4) of Rule 640, Continuing Education for
Registered Persons) (SR–PHLX–2015–118).
5 See Rule 341A(a) (Regulatory Element).
6 See Rule 341A(b) (Firm Element).
7 Pursuant to Rule 341A, each registered person
shall complete the Regulatory Element of the
continuing education program on the occurrence of
their second registration anniversary date(s), 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 this Rule.
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Federal Register / Vol. 81, No. 36 / Wednesday, February 24, 2016 / Notices
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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.
Rule 341A(a)(1) provides that the
following Regulatory Elements
administered by FINRA shall be
required: The S201 for registered
principals and supervisors; the S106 for
persons registered only as Investment
Company Products/Variable Contracts
Limited Representatives; and the S101
for all other registered persons.
Currently, the Regulatory Element may
be administered in a test center or infirm subject to specified procedures.8
Currently, most registered persons
complete the Regulatory Element in a
test center rather than in-firm. Given the
advances in Web-based technology, the
Exchange believes that there is
diminishing utility in the test center and
in-firm delivery methods. Moreover,
according to FINRA,9 registered persons
have raised concerns with the test
center delivery method because of the
travel involved, the limited time
currently available to complete a
Regulatory Element session 10 and the
8 Under current Rule 341A(a)(4), In-Firm Delivery
of the Regulatory Element, members and member
organizations are permitted to administer the
continuing education Regulatory Element program
to their registered persons by instituting an in-firm
program acceptable to the Exchange. Among others,
the following procedures are required in order to
administer the Regulatory Element of the CE
program in-house: (1) The firm must designate a
principal/officer-in-charge to be responsible for the
in-firm delivery of the Regulatory Element; (2) the
location of the delivery site must be under the
control of the firm; (3) the communication links and
firm delivery computer hardware must comply with
standards defined by the Exchange or its designated
vendor; (4) the firm’s written supervisory
procedures must contain the procedures
implemented to comply with requirements of infirm delivery of the Regulatory Element continuing
education; (5) all sessions must be proctored by an
authorized person during the entire Regulatory
Element continuing education session and proctors
must be present in the session room or must be able
to view the person(s) sitting for Regulatory Element
continuing education through a window or by video
monitor; (6) all appointments must be scheduled in
advance using the procedures and software
specified by the Exchange to communicate with the
Exchange’s system and designated vendor; and (7)
a Letter of Attestation for In-Firm Delivery of
Regulatory Element CE must be delivered.
9 FINRA is currently responsible for the operation
of the test centers used for test center delivery
method of the Regulatory Element.
10 The current session time is three-and-a-half
hours.
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use of rigorous security measures at test
centers, which are appropriate for taking
qualification examinations but onerous
for a CE program.11 Also, according to
FINRA, the test center is expensive to
operate.12
Based on the recent amendments to
FINRA Rule 1250,13 the Exchange
proposes to amend Rule 341A(a)(4) to
provide for a Web-based delivery
method for completing the Regulatory
Element. Specifically, the Exchange
proposes to amend Rule 341A(a)(4) to
provide that the continuing education
Regulatory Element set forth in
paragraph (a) of Rule 341A will be
administered through Web-based
delivery or such other technological
manner and format as specified by the
Exchange. Should the Exchange
determine to administer the Regulatory
Element through a delivery mechanism
other than Web-based delivery,
however, the Exchange would notify the
Commission and would need to file a
further rule change with the
Commission.
The first phase of the Web-based
delivery system was launched October
1, 2015 and includes the Regulatory
Element of the S201 for registered
principals and supervisors. The second
phase of the Web-based delivery system
was launched January 4, 2016 and
includes the Regulatory Element of the
S101 for all registered persons,
including, but not limited to Securities
Traders. The Exchange is proposing to
phase out test-center delivery by no
later than six months after January 4,
2016. Registered persons will continue
to have the option of completing the
Regulatory Element in a test center, but
they will be required to use the Webbased system after the test-center
delivery is phased out.14
Further, the Exchange is proposing to
eliminate the current option for in-firm
delivery and is deleting the current text
of Rule 341A(a)(4) relating to in-firm
delivery of the Regulatory Element of
11 See Securities Exchange Act Release No. 75154
(June 11, 2015), 80 FR 34777 (June 17, 2015) (Notice
of Filing of 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).
12 Id. at 34779.
13 See FINRA Rule 1250 (Continuing Education
Requirements). See also 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 The Exchange intends to amend its fee
schedule to reduce the cost for Regulatory Element
CE from $100 to $55 if administered by Webdelivery. Fees for completing the Regulatory
Element at a test center will remain $100.
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Frm 00074
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Sfmt 4703
the CE programs. The proposed Webbased delivery method will provide
registered persons the flexibility to
complete the Regulatory Element at a
location of their choosing, including
their private residence, at any time
during their 120-day window for
completion of the Regulatory Element.15
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act 16 in general, and furthers the
objectives of Section 6(b)(5) of the Act 17
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. 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
and Section 6(c)(3) 19 of the Act, which
authorizes the Exchange to, among other
things, prescribe standards of financial
responsibility or operational capability
and standards of training, experience
and competence for its members and
persons associated with members.
In particular, the Exchange believes
that the proposed rule change will
improve members’ compliance efforts
and will allow registered persons to
spend a greater amount of time on the
review of CE materials and potentially
achieve better learning outcomes, which
will in turn enhance investor protection.
Further, while the proposed rule change
will provide more flexibility to members
and registered persons, it will maintain
the integrity of the Regulatory Element
of the CE program and the CE program
in general.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
15 Although the proposed rule change provides
flexibility, firms may choose to impose their own
conditions based on their supervisory and
compliance needs. For instance, a firm that wishes
to have registered persons complete CE on the
firm’s premises can do so by having the registered
person access Web-based CE from a firm device and
location. Moreover, firms would have to update
their written policies and procedures regarding the
Regulatory Element to reflect the transition to Webbased CE and communicate the update to registered
persons.
16 15 U.S.C. 78f(b).
17 15 U.S.C. 78f(b)(5).
18 15 U.S.C. 78f(b)(5).
19 15 U.S.C. 78f(c)(3).
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Federal Register / Vol. 81, No. 36 / Wednesday, February 24, 2016 / Notices
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The
Exchange notes that the proposed rule
change is specifically intended to
reduce the burden on registered persons
for complying with the CE requirement
while preserving the integrity of the CE
program. As described above, the Webbased delivery method will provide
registered persons the flexibility to
complete the Regulatory Element at any
location that they choose. Further, Webbased delivery is efficient and offers
significant cost savings over test-center
and in-firm deliveries. With respect to
the authentication process for Webbased delivery, the CE candidate’s
personal identifying information will be
masked and will be submitted to FINRA
through a secure, encrypted, network.
The personal identifying information
submitted via the Web-based system
will be used for authentication purposes
only—the information will not be stored
in the Web-based system.
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.
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III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 20 and Rule
19b–4(f)(6) thereunder.21 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) 22 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b4(f)(6)(iii),23 the Commission
may designate a shorter time if such
20 15
U.S.C. 78s(b)(3)(A)(iii).
21 17 CFR 240.19b–4(f)(6).
22 17 CFR 240.19b–4(f)(6).
23 17 CFR 240.19b–4(f)(6)(iii).
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action is consistent with the protection
of investors and the public interest.
The Exchange has asked the
Commission to waive the 30-day
operative delay so that the proposal may
become operative immediately upon
filing. The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest as it
will allow registered persons to
immediately complete the Regulatory
Element of the Exchange’s continuing
education requirement through the more
flexible Web-based delivery method.
Accordingly, the Commission
designates the proposed rule change to
be operative upon filing.24
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) 25 of the Act to
determine whether the proposed rule
change should be approved or
disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
NYSEMKT–2016–22 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–NYSEMKT–2016–22. 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
24 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
25 15 U.S.C. 78s(b)(2)(B).
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9235
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–
NYSEMKT–2016–22 and should be
submitted on or before March 16, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.26
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–03793 Filed 2–23–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77175; File No. SR–FINRA–
2016–007]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Notice of Filing of a
Proposed Rule Change To Require
Registration as Securities Traders of
Associated Persons Primarily
Responsible for the Design,
Development or Significant
Modification of Algorithmic Trading
Strategies
February 18, 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 February
11, 2016, Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) (f/k/a
National Association of Securities
26 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\24FEN1.SGM
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Agencies
[Federal Register Volume 81, Number 36 (Wednesday, February 24, 2016)]
[Notices]
[Pages 9233-9235]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-03793]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77174; File No. SR-NYSEMKT-2016-22]
Self-Regulatory Organizations; NYSE MKT LLC; Notice of Filing and
Immediate Effectiveness of Proposed Rule Change Amending Rule
341A(a)(4) To Provide for Web-Based Delivery of the Exchange's
Continuing Education Program
February 18, 2016.
Pursuant to Section 19(b)(1) \1\ of the Securities Exchange Act of
1934 (the ``Act'') \2\ and Rule 19b-4 thereunder,\3\ notice is hereby
given that on February 4, 2016, NYSE MKT LLC (the ``Exchange'' or
``NYSE MKT'') filed with the Securities and Exchange Commission (the
``Commission'') the proposed rule change as described in Items I and II
below, which Items have been prepared by the self-regulatory
organization. The Commission is publishing this notice to solicit
comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 15 U.S.C. 78a.
\3\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Rule 341A(a)(4) to provide for web-
based delivery of the Exchange's continuing education (``CE'') program.
The proposed rule change would phase out the current option of
completing the Regulatory Element in a test center, delete the current
option for in-house delivery of the Regulatory Element of the CE
program and also delete the existing text of Rule 341A(a)(4). The
Exchange's proposal is materially similar to a recent FINRA filing to
amend FINRA Rule 1250, which was recently approved by the Securities
and Exchange Commission (``Commission'').\4\ The proposed rule change
is available on the Exchange's Web site at www.nyse.com, at the
principal office of the Exchange, and at the Commission's Public
Reference Room.
---------------------------------------------------------------------------
\4\ 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). See also Securities Exchange Act Release No. 76880
(January 12, 2016), 81 FR 2928 (January 19, 2016) (Notice of Filing
and Immediate Effectiveness of a Proposed Rule Change To Amend
Section (a)(4) of Rule 640, Continuing Education for Registered
Persons) (SR-PHLX-2015-118).
---------------------------------------------------------------------------
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of those statements may be examined at
the places specified in Item IV below. The Exchange has prepared
summaries, set forth in sections A, B, and C below, of the most
significant parts of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The CE requirements under Rule 341A consist of a Regulatory Element
\5\ and a Firm Element.\6\ The Regulatory Element applies to all
registered persons 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.\7\ In addition, unless otherwise determined by the
Exchange, a registered person is required to re-take the Regulatory
Element of the program and satisfy the program's requirements in their
entirety in the event such person: (i) Becomes subject to any statutory
disqualification as defined in Section 3(a)(39) of the Securities
Exchange Act of 1934; (ii) becomes subject to suspension or to the
imposition of a fine of $5,000 or more
[[Page 9234]]
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.
---------------------------------------------------------------------------
\5\ See Rule 341A(a) (Regulatory Element).
\6\ See Rule 341A(b) (Firm Element).
\7\ Pursuant to Rule 341A, each registered person shall complete
the Regulatory Element of the continuing education program on the
occurrence of their second registration anniversary date(s), 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 this
Rule.
---------------------------------------------------------------------------
Rule 341A(a)(1) provides that the following Regulatory Elements
administered by FINRA shall be required: The S201 for registered
principals and supervisors; the S106 for persons registered only as
Investment Company Products/Variable Contracts Limited Representatives;
and the S101 for all other registered persons. Currently, the
Regulatory Element may be administered in a test center or in-firm
subject to specified procedures.\8\
---------------------------------------------------------------------------
\8\ Under current Rule 341A(a)(4), In-Firm Delivery of the
Regulatory Element, members and member organizations are permitted
to administer the continuing education Regulatory Element program to
their registered persons by instituting an in-firm program
acceptable to the Exchange. Among others, the following procedures
are required in order to administer the Regulatory Element of the CE
program in-house: (1) The firm must designate a principal/officer-
in-charge to be responsible for the in-firm delivery of the
Regulatory Element; (2) the location of the delivery site must be
under the control of the firm; (3) the communication links and firm
delivery computer hardware must comply with standards defined by the
Exchange or its designated vendor; (4) the firm's written
supervisory procedures must contain the procedures implemented to
comply with requirements of in-firm delivery of the Regulatory
Element continuing education; (5) all sessions must be proctored by
an authorized person during the entire Regulatory Element continuing
education session and proctors must be present in the session room
or must be able to view the person(s) sitting for Regulatory Element
continuing education through a window or by video monitor; (6) all
appointments must be scheduled in advance using the procedures and
software specified by the Exchange to communicate with the
Exchange's system and designated vendor; and (7) a Letter of
Attestation for In-Firm Delivery of Regulatory Element CE must be
delivered.
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Currently, most registered persons complete the Regulatory Element
in a test center rather than in-firm. Given the advances in Web-based
technology, the Exchange believes that there is diminishing utility in
the test center and in-firm delivery methods. Moreover, according to
FINRA,\9\ registered persons have raised concerns with the test center
delivery method because of the travel involved, the limited time
currently available to complete a Regulatory Element session \10\ and
the use of rigorous security measures at test centers, which are
appropriate for taking qualification examinations but onerous for a CE
program.\11\ Also, according to FINRA, the test center is expensive to
operate.\12\
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\9\ FINRA is currently responsible for the operation of the test
centers used for test center delivery method of the Regulatory
Element.
\10\ The current session time is three-and-a-half hours.
\11\ See Securities Exchange Act Release No. 75154 (June 11,
2015), 80 FR 34777 (June 17, 2015) (Notice of Filing of 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).
\12\ Id. at 34779.
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Based on the recent amendments to FINRA Rule 1250,\13\ the Exchange
proposes to amend Rule 341A(a)(4) to provide for a Web-based delivery
method for completing the Regulatory Element. Specifically, the
Exchange proposes to amend Rule 341A(a)(4) to provide that the
continuing education Regulatory Element set forth in paragraph (a) of
Rule 341A will be administered through Web-based delivery or such other
technological manner and format as specified by the Exchange. Should
the Exchange determine to administer the Regulatory Element through a
delivery mechanism other than Web-based delivery, however, the Exchange
would notify the Commission and would need to file a further rule
change with the Commission.
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\13\ See FINRA Rule 1250 (Continuing Education Requirements).
See also 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).
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The first phase of the Web-based delivery system was launched
October 1, 2015 and includes the Regulatory Element of the S201 for
registered principals and supervisors. The second phase of the Web-
based delivery system was launched January 4, 2016 and includes the
Regulatory Element of the S101 for all registered persons, including,
but not limited to Securities Traders. The Exchange is proposing to
phase out test-center delivery by no later than six months after
January 4, 2016. Registered persons will continue to have the option of
completing the Regulatory Element in a test center, but they will be
required to use the Web-based system after the test-center delivery is
phased out.\14\
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\14\ The Exchange intends to amend its fee schedule to reduce
the cost for Regulatory Element CE from $100 to $55 if administered
by Web-delivery. Fees for completing the Regulatory Element at a
test center will remain $100.
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Further, the Exchange is proposing to eliminate the current option
for in-firm delivery and is deleting the current text of Rule
341A(a)(4) relating to in-firm delivery of the Regulatory Element of
the CE programs. The proposed Web-based delivery method will provide
registered persons the flexibility to complete the Regulatory Element
at a location of their choosing, including their private residence, at
any time during their 120-day window for completion of the Regulatory
Element.\15\
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\15\ Although the proposed rule change provides flexibility,
firms may choose to impose their own conditions based on their
supervisory and compliance needs. For instance, a firm that wishes
to have registered persons complete CE on the firm's premises can do
so by having the registered person access Web-based CE from a firm
device and location. Moreover, firms would have to update their
written policies and procedures regarding the Regulatory Element to
reflect the transition to Web-based CE and communicate the update to
registered persons.
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act \16\ in general, and furthers the objectives of Section
6(b)(5) of the Act \17\ in particular, in that it is designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, to remove impediments to and perfect
the mechanism of a free and open market and a national market system,
and, in general, to protect investors and the public interest.
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 and Section 6(c)(3) \19\ of the
Act, which authorizes the Exchange to, among other things, prescribe
standards of financial responsibility or operational capability and
standards of training, experience and competence for its members and
persons associated with members.
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\16\ 15 U.S.C. 78f(b).
\17\ 15 U.S.C. 78f(b)(5).
\18\ 15 U.S.C. 78f(b)(5).
\19\ 15 U.S.C. 78f(c)(3).
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In particular, the Exchange believes that the proposed rule change
will improve members' compliance efforts and will allow registered
persons to spend a greater amount of time on the review of CE materials
and potentially achieve better learning outcomes, which will in turn
enhance investor protection. Further, while the proposed rule change
will provide more flexibility to members and registered persons, it
will maintain the integrity of the Regulatory Element of the CE program
and the CE program in general.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose
[[Page 9235]]
any burden on competition not necessary or appropriate in furtherance
of the purposes of the Act. The Exchange notes that the proposed rule
change is specifically intended to reduce the burden on registered
persons for complying with the CE requirement while preserving the
integrity of the CE program. As described above, the Web-based delivery
method will provide registered persons the flexibility to complete the
Regulatory Element at any location that they choose. Further, Web-based
delivery is efficient and offers significant cost savings over test-
center and in-firm deliveries. With respect to the authentication
process for Web-based delivery, the CE candidate's personal identifying
information will be masked and will be submitted to FINRA through a
secure, encrypted, network. The personal identifying information
submitted via the Web-based system will be used for authentication
purposes only--the information will not be stored in the Web-based
system.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were solicited or received with respect to the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed rule change pursuant to Section
19(b)(3)(A)(iii) of the Act \20\ and Rule 19b-4(f)(6) thereunder.\21\
Because the proposed rule change does not: (i) Significantly affect the
protection of investors or the public interest; (ii) impose any
significant burden on competition; and (iii) become operative prior to
30 days from the date on which it was filed, or such shorter time as
the Commission may designate, if consistent with the protection of
investors and the public interest, the proposed rule change has become
effective pursuant to Section 19(b)(3)(A) of the Act and Rule 19b-
4(f)(6)(iii) thereunder.
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\20\ 15 U.S.C. 78s(b)(3)(A)(iii).
\21\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under Rule 19b-4(f)(6) \22\ normally
does not become operative prior to 30 days after the date of the
filing. However, pursuant to Rule 19b4(f)(6)(iii),\23\ the Commission
may designate a shorter time if such action is consistent with the
protection of investors and the public interest.
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\22\ 17 CFR 240.19b-4(f)(6).
\23\ 17 CFR 240.19b-4(f)(6)(iii).
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The Exchange has asked the Commission to waive the 30-day operative
delay so that the proposal may become operative immediately upon
filing. The Commission believes that waiving the 30-day operative delay
is consistent with the protection of investors and the public interest
as it will allow registered persons to immediately complete the
Regulatory Element of the Exchange's continuing education requirement
through the more flexible Web-based delivery method. Accordingly, the
Commission designates the proposed rule change to be operative upon
filing.\24\
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\24\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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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) \25\ of the Act to determine whether the proposed
rule change should be approved or disapproved.
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\25\ 15 U.S.C. 78s(b)(2)(B).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-NYSEMKT-2016-22 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-NYSEMKT-2016-22. 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-NYSEMKT-2016-22 and should
be submitted on or before March 16, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\26\
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\26\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-03793 Filed 2-23-16; 8:45 am]
BILLING CODE 8011-01-P