Self-Regulatory Organizations; ICE Clear Europe Limited; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to Equity Futures and Options, 18660-18662 [2016-07194]
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18660
Federal Register / Vol. 81, No. 62 / Thursday, March 31, 2016 / Notices
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77451; File No. SR–BATS–
2016–04]
Self-Regulatory Organizations; BATS
Exchange, Inc.; Notice of Designation
of a Longer Period for Commission
Action on a Proposed Rule Change, as
Modified by Amendment No. 2, to List
and Trade Shares of the SPDR
DoubleLine Short Duration Total
Return Tactical ETF
March 25, 2016.
On February 4, 2016, BATS Exchange,
Inc. (‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’), pursuant to section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
list and trade shares (‘‘Shares’’) of the
SPDR DoubleLine Short Duration Total
Return Tactical ETF (‘‘Fund’’). The
proposed rule change was published for
comment in the Federal Register on
February 12, 2016.3 On March 8, 2016,
the Exchange filed Amendment No. 1 to
the proposed rule change. On March 24,
2016, the Exchange withdrew
Amendment No. 1 and filed
Amendment No. 2 to the proposed rule
change.4 The Commission received no
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 See Securities Exchange Act Release No. 77078
(February 8, 2016), 81 FR 7599.
4 Amendment No. 2 replaced the original filing in
its entirety. In Amendment No. 2, the Exchange: (1)
Modified the name of the Fund by replacing the
word ‘‘Term’’ with ‘‘Duration;’’ (2) clarified that,
under normal circumstances, at least 80% of the
Fund’s net assets (plus the amount of borrowings
for investment purposes) will be invested in its
principal holdings; (3) stated that the Fund may
invest up to 20% of its portfolio in securities issued
or guaranteed by state or local governments or their
agencies or instrumentalities; (4) clarified which
assets held by the Fund would trade on markets
that are members of the Intermarket Surveillance
Group or that have entered into a comprehensive
surveillance agreement with the Exchange; (5)
clarified the application of the investment
restrictions to derivatives and restricted securities;
(6) described how fixed income instruments,
including municipal securities, would be valued for
purposes of calculating the net asset value of the
Fund; (7) clarified that all statements and
representations made in the filing regarding the
description of the portfolio, limitations on portfolio
holdings or reference assets, or the applicability of
Exchange rules and surveillance procedures
constitute continued listing requirements for listing
the Shares on the Exchange; (8) stated that the
issuer has represented to the Exchange that it will
advise the Exchange of any failure by the Fund to
comply with the continued listing requirements,
and, pursuant to its obligations under section
19(g)(1) of the Act, the Exchange will surveil for
compliance with the continued listing
requirements, and if the Fund is not in compliance
with the applicable listing requirements, the
Exchange will commence delisting procedures
under Exchange Rule 14.12; and (9) made other
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comment letters on the proposed rule
change.
Section 19(b)(2) of the Act 5 provides
that, within 45 days of the publication
of notice of the filing of a proposed rule
change, or within such longer period up
to 90 days as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or as to which the
self-regulatory organization consents,
the Commission shall either approve the
proposed rule change, disapprove the
proposed rule change, or institute
proceedings to determine whether the
proposed rule change should be
disapproved. The 45th day after
publication of the notice for this
proposed rule change is March 28, 2016.
The Commission is extending this 45day time period.
The Commission finds that it is
appropriate to designate a longer period
within which to take action on the
proposed rule change so that it has
sufficient time to consider the proposed
rule change. Accordingly, the
Commission, pursuant to section
19(b)(2) of the Act,6 designates May 12,
2016, as the date by which the
Commission should either approve or
disapprove or institute proceedings to
determine whether to disapprove the
proposed rule change (File Number SR–
BATS–2016–04), as modified by
Amendment No. 2.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.7
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–07205 Filed 3–30–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77448; File No. SR–ICEEU–
2016–005]
Self-Regulatory Organizations; ICE
Clear Europe Limited; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change Relating to
Equity Futures and Options
March 25, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
technical amendments. Amendment No. 2 is
available at: https://www.sec.gov/comments/sr-bats2016–04/bats201604.shtml.
5 15 U.S.C. 78s(b)(2).
6 15 U.S.C. 78s(b)(2).
7 17 CFR 200.30–3(a)(31).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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notice is hereby given that on March 11,
2016, ICE Clear Europe Limited (‘‘ICE
Clear Europe’’ or ‘‘Clearing House’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule changes described in
Items I, II and III below, which Items
have been prepared by ICE Clear
Europe. ICE Clear Europe filed the
proposal pursuant to Section 19(b)(3)(A)
of the Act,3 and Rule 19b–4(f)(4)(ii) 4
thereunder, so that the proposal was
effective upon filing with the
Commission. 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 principal purpose of the changes
is to modify certain aspects of the ICE
Clear Europe Clearing Procedures and
the ICE Clear Europe Delivery
Procedures in connection with equity
futures and options contracts traded on
the ICE Futures Europe market and
cleared by ICE Clear Europe.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, ICE
Clear Europe included statements
concerning the purpose of and basis for
the proposed rule change. The text of
these statements may be examined at
the places specified in Item IV below.
ICE Clear Europe 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 principal purpose of the
amendments is to modify certain
aspects of the ICE Clear Europe Clearing
Procedures and the ICE Clear Europe
Delivery Procedures relating to equity
futures and options contracts traded on
the ICE Futures Europe market and
cleared by ICE Clear Europe.
The ICE Clear Europe Clearing
Procedures have been amended to revise
certain provisions relating to option
exercise and expiration, particularly in
the context of equity options. In
particular, in paragraph 5.8 of the
Clearing Procedures, amendments are
made to clarify that allocations of
3 15
4 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(4)(ii).
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Federal Register / Vol. 81, No. 62 / Thursday, March 31, 2016 / Notices
exercised equity options to Clearing
Members with short positions will be
made on a random basis, one lot at a
time. In this regard, the amendments
distinguish equity options from other
F&O option contracts (e.g., energy
contracts), for which exercised options
are allocated on a pro rata basis. The
change is intended to make the Clearing
Procedures consistent with current
market practice with respect to equity
options. Certain provisions relating to
early and automatic exercise in
paragraph 5 have also been revised to be
consistent with the relevant contract
terms and specifications for each type of
option contract. The amendments
additionally specify the procedures for
a party to abandon options that would
otherwise be automatically exercised.
Certain other clarifying changes in
paragraph 5.2 and 5.8 reflect that an
equity option is settled through a
contract for the delivery of the
underlying security.
In addition, amendments to
paragraphs 1.1, 2.2 and 4.6 of the
Clearing Procedures contain various
drafting clarifications applicable to F&O
Contracts generally, including with
respect to the calculation of contingent
variation margin for certain F&O energy
and softs contracts under tender for
delivery. Consistent with current
practice, such calculation is made
pursuant to the method specified in
paragraph 4.6 or another method
prescribed by the Clearing House for the
relevant contract type from time to time,
which would be notified to Clearing
Members by Circular. Such amendments
also update certain references to defined
terms and ICE Clear Europe clearing
systems and documentation.
In addition, the amendments revise
Part Z of the Delivery Procedures, which
relates to equity futures and options.
The amendments generally update
certain references to defined terms and
relevant ICE Futures Europe and ICE
Clear Europe systems, reports and other
documentation. Amendments have been
made to take into account additional
underlying securities settlement systems
that may be used to settle physical
deliveries of securities resulting from
equity futures and options, including
Clearstream Frankfurt for German
securities, SIX SIS for Swiss securities
and Takasbank for Turkish securities. In
addition, the timetables for physical
delivery (for settlement of both equity
futures and options and stock
contingent trades) have been updated to
indicate the appropriate requirements
for each of the respective settlement
systems. In the timetable for stock
contingent trades, the details required to
be submitted have been updated to
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include any relevant special conditions
relating to corporate events.
Amendments to the delivery timetable
also clarify the timing requirements on
the intended settlement day. In
particular, the revised timetable requires
delivery by the delivering Clearing
Member to the Clearing House by one
hour prior to the close of deliveryversus-payment settlement, in order to
provide time for on-delivery by the
Clearing House to the receiving Clearing
Member. Additional notice
requirements have been added
concerning failures to deliver by such
time.
In paragraph 2.3, certain clarifications
have been made to the Clearing House’s
ability to split a delivery obligation into
multiple deliveries (known as
partialling), including to take advantage
of various automated and manual
processes at the different securities
settlement systems. In paragraph 2.4,
clarifications have been made to the
procedures for a selling Clearing
Member to request the use of a daylight
settlement period. The Clearing House
retains the discretion not to accept a
request for such settlement.
Provisions relating to failed
settlements and buy-ins have also been
updated. In paragraph 3.1, the timetable
for buy in by the Clearing House
following a failure to deliver securities
by a Clearing Member has been
clarified. Cash payment obligations have
been specified for situations where the
Clearing House is unable to buy in
securities. A new paragraph 3.2 has
been added to allow for early buy-in if
directed by the Clearing House. It is
expected that early buy-in would be
likely to be used only in the case of
default, force majeure or similar event.
A new paragraph 3.3 has also been
added that allows the Clearing House to
charge a Clearing Member that has
failed to make a settlement a daily
charge for each day that the failure
remains outstanding.
Paragraph 4 of Part Z, which relates
to the treatment of certain corporate
events that occur after exercise or
expiration with respect to the securities
underlying an equity futures or option
contract, has been substantially revised.
The revisions generally conform the
corporate event provisions to the similar
provisions relating to debt corporate
events in Part Y of the Delivery
Procedures. Specifically, the term
‘‘corporate event’’ has been defined to
include cash claims in respect of the
underlying securities (such as dividends
or cash obligation from a fractional
entitlement), distributions of non-cash
property with respect to the underlying
securities (such as warrants or rights
PO 00000
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18661
issuances), and transformations of the
underlying (such as pursuant to a
corporate reorganization, de-listing,
merger, de-merger, or a buy-out).
Revised paragraph 4 clarifies the rights
and obligations of the buyer and seller
under the relevant contract in respect of
such an event (in general, the buyer
under the contract will be entitled to the
relevant cash claim, distribution or
transformed obligation). Where the
corporate event requires an election to
be made, the relevant buyer is permitted
to make the election (subject to
satisfying certain notice requirements).
As revised, paragraph 4 provides certain
limitations on the obligations and
liability of the Clearing House with
respect to a corporate event. It also
addresses certain failed deliveries or
settlements in connection with debt
events and certain tax liabilities.
In paragraph 5 of Part Z, the various
reports provided in respect of delivery
of equity contracts have been updated.
An existing report type relating to stock
contingent trades has also been removed
and consolidated into the general stock
deliveries report.
2. Statutory Basis
ICE Clear Europe believes that the
changes described herein are consistent
with the requirements of Section 17A of
the Act 5 and the regulations thereunder
applicable to it, including the standards
under Rule 17Ad–22,6 and are
consistent with the prompt and accurate
clearance of and settlement of securities
transactions and, to the extent
applicable, derivative agreements,
contracts and transactions, the
safeguarding of securities and funds in
the custody or control of ICE Clear
Europe or for which it is responsible
and the protection of investors and the
public interest, within the meaning of
Section 17A(b)(3)(F) of the Act.7 The
amendments are intended to update and
clarify provisions of the Clearing
Procedures and Delivery Procedures
relevant to the exercise and settlement
of equity futures and options currently
traded on ICE Futures Europe and
cleared through ICE Clear Europe. In
particular, the amendments clarify the
procedures for exercise and allocation of
exercised equity options, consistent
with current market practice for such
products. They also update provisions
of the Delivery Procedures to reflect the
relevant settlement systems, to clarify
treatment of delivery failures and buyins, and to enhance procedures relating
to the treatment of corporate events. In
5 15
U.S.C. 78q–1.
CFR 240.17Ad–22.
7 15 U.S.C. 78q–1(b)(3)(F).
6 17
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18662
Federal Register / Vol. 81, No. 62 / Thursday, March 31, 2016 / Notices
ICE Clear Europe’s view, the
amendments will promote the prompt
and accurate clearance and settlement of
equity futures and option transactions,
and are thus consistent with the
requirements of Section 17A of the Act
and the regulations thereunder.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
ICE Clear Europe does not believe the
proposed changes to the rules would
have any impact, or impose any burden,
on competition not necessary or
appropriate in furtherance of the
purpose of the Act. ICE Clear Europe is
adopting the amendments to [sic] the
Delivery Procedures and Clearing
Procedures in order to clarify certain
aspects of the exercise and settlement of
equity futures and options currently
cleared by ICE Clear Europe. ICE Clear
Europe does not believe the adoption of
related Delivery Procedures and
Clearing Procedures amendments would
materially affect the cost of clearing
these products, adversely affect access
to clearing in these products for
Clearing Members or their customers, or
otherwise adversely affect competition
in clearing services.
mstockstill on DSK4VPTVN1PROD with NOTICES
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
Written comments relating to the
proposed changes to the rules have not
been solicited or received. ICE Clear
Europe will notify the Commission of
any written comments received by ICE
Clear Europe.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective upon filing pursuant to Section
19(b)(3)(A) 8 of the Act and Rule 19b–
4(f)(4)(ii) 9 thereunder because it effects
a change in an existing service of a
registered clearing agency that primarily
affects the clearing operations of the
clearing agency with respect to products
that are not securities, including futures
that are not security futures, swaps that
are not security-based swaps or mixed
swaps, and forwards that are not
security forwards, and does not
significantly affect any securities
clearing operations of the clearing
agency or any rights or obligations of the
clearing agency with respect to
securities clearing or persons using such
securities-clearing service. At any time
within 60 days of the filing of the
8 15
9 17
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(4)(ii).
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19:09 Mar 30, 2016
Jkt 238001
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.
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:
you wish to make available publicly. All
submissions should refer to File
Number SR–ICEEU–2016–005 and
should be submitted on or before April
21, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Brent J. Fields,
Secretary.
[FR Doc. 2016–07194 Filed 3–30–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
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–
ICEEU–2016–005 on the subject line.
[Release No. 34–77446; File No. SR–ICC–
2016–004]
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549–1090.
All submissions should refer to File
Number SR–ICEEU–2016–005. 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
filings will also be available for
inspection and copying at the principal
office of ICE Clear Europe and on ICE
Clear Europe’s Web site at https://
www.theice.com/clear-europe/
regulation#rule-filings.
All comments received will be posted
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit only information that
March 25, 2016.
PO 00000
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Self-Regulatory Organizations; ICE
Clear Credit LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Extend Single Name
Backloading Incentive Program
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 March 21,
2016, ICE Clear Credit LLC (‘‘ICC’’) filed
with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II, and III below, which Items
have been prepared primarily by ICC.
ICC filed the proposed rule change
pursuant to Section 19(b)(3)(A) of the
Act,3 and Rule 19b–4(f)(2) 4 thereunder,
so that the proposal was effective upon
filing with the Commission. 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 purpose of the proposed rule
change is to extend ICC’s single name
backloading incentive program for client
account clearing of single name credit
default swap (‘‘CDS’’) contracts.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, ICC
included statements concerning the
purpose of and basis for the proposed
rule change and discussed any
comments it received on the proposed
10 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(2).
1 15
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Agencies
[Federal Register Volume 81, Number 62 (Thursday, March 31, 2016)]
[Notices]
[Pages 18660-18662]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-07194]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77448; File No. SR-ICEEU-2016-005]
Self-Regulatory Organizations; ICE Clear Europe Limited; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change
Relating to Equity Futures and Options
March 25, 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 March 11, 2016, ICE Clear Europe Limited (``ICE Clear Europe'' or
``Clearing House'') filed with the Securities and Exchange Commission
(``Commission'') the proposed rule changes described in Items I, II and
III below, which Items have been prepared by ICE Clear Europe. ICE
Clear Europe filed the proposal pursuant to Section 19(b)(3)(A) of the
Act,\3\ and Rule 19b-4(f)(4)(ii) \4\ thereunder, so that the proposal
was effective upon filing with the Commission. 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.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(4)(ii).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The principal purpose of the changes is to modify certain aspects
of the ICE Clear Europe Clearing Procedures and the ICE Clear Europe
Delivery Procedures in connection with equity futures and options
contracts traded on the ICE Futures Europe market and cleared by ICE
Clear Europe.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, ICE Clear Europe included
statements concerning the purpose of and basis for the proposed rule
change. The text of these statements may be examined at the places
specified in Item IV below. ICE Clear Europe 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 principal purpose of the amendments is to modify certain
aspects of the ICE Clear Europe Clearing Procedures and the ICE Clear
Europe Delivery Procedures relating to equity futures and options
contracts traded on the ICE Futures Europe market and cleared by ICE
Clear Europe.
The ICE Clear Europe Clearing Procedures have been amended to
revise certain provisions relating to option exercise and expiration,
particularly in the context of equity options. In particular, in
paragraph 5.8 of the Clearing Procedures, amendments are made to
clarify that allocations of
[[Page 18661]]
exercised equity options to Clearing Members with short positions will
be made on a random basis, one lot at a time. In this regard, the
amendments distinguish equity options from other F&O option contracts
(e.g., energy contracts), for which exercised options are allocated on
a pro rata basis. The change is intended to make the Clearing
Procedures consistent with current market practice with respect to
equity options. Certain provisions relating to early and automatic
exercise in paragraph 5 have also been revised to be consistent with
the relevant contract terms and specifications for each type of option
contract. The amendments additionally specify the procedures for a
party to abandon options that would otherwise be automatically
exercised. Certain other clarifying changes in paragraph 5.2 and 5.8
reflect that an equity option is settled through a contract for the
delivery of the underlying security.
In addition, amendments to paragraphs 1.1, 2.2 and 4.6 of the
Clearing Procedures contain various drafting clarifications applicable
to F&O Contracts generally, including with respect to the calculation
of contingent variation margin for certain F&O energy and softs
contracts under tender for delivery. Consistent with current practice,
such calculation is made pursuant to the method specified in paragraph
4.6 or another method prescribed by the Clearing House for the relevant
contract type from time to time, which would be notified to Clearing
Members by Circular. Such amendments also update certain references to
defined terms and ICE Clear Europe clearing systems and documentation.
In addition, the amendments revise Part Z of the Delivery
Procedures, which relates to equity futures and options. The amendments
generally update certain references to defined terms and relevant ICE
Futures Europe and ICE Clear Europe systems, reports and other
documentation. Amendments have been made to take into account
additional underlying securities settlement systems that may be used to
settle physical deliveries of securities resulting from equity futures
and options, including Clearstream Frankfurt for German securities, SIX
SIS for Swiss securities and Takasbank for Turkish securities. In
addition, the timetables for physical delivery (for settlement of both
equity futures and options and stock contingent trades) have been
updated to indicate the appropriate requirements for each of the
respective settlement systems. In the timetable for stock contingent
trades, the details required to be submitted have been updated to
include any relevant special conditions relating to corporate events.
Amendments to the delivery timetable also clarify the timing
requirements on the intended settlement day. In particular, the revised
timetable requires delivery by the delivering Clearing Member to the
Clearing House by one hour prior to the close of delivery-versus-
payment settlement, in order to provide time for on-delivery by the
Clearing House to the receiving Clearing Member. Additional notice
requirements have been added concerning failures to deliver by such
time.
In paragraph 2.3, certain clarifications have been made to the
Clearing House's ability to split a delivery obligation into multiple
deliveries (known as partialling), including to take advantage of
various automated and manual processes at the different securities
settlement systems. In paragraph 2.4, clarifications have been made to
the procedures for a selling Clearing Member to request the use of a
daylight settlement period. The Clearing House retains the discretion
not to accept a request for such settlement.
Provisions relating to failed settlements and buy-ins have also
been updated. In paragraph 3.1, the timetable for buy in by the
Clearing House following a failure to deliver securities by a Clearing
Member has been clarified. Cash payment obligations have been specified
for situations where the Clearing House is unable to buy in securities.
A new paragraph 3.2 has been added to allow for early buy-in if
directed by the Clearing House. It is expected that early buy-in would
be likely to be used only in the case of default, force majeure or
similar event. A new paragraph 3.3 has also been added that allows the
Clearing House to charge a Clearing Member that has failed to make a
settlement a daily charge for each day that the failure remains
outstanding.
Paragraph 4 of Part Z, which relates to the treatment of certain
corporate events that occur after exercise or expiration with respect
to the securities underlying an equity futures or option contract, has
been substantially revised. The revisions generally conform the
corporate event provisions to the similar provisions relating to debt
corporate events in Part Y of the Delivery Procedures. Specifically,
the term ``corporate event'' has been defined to include cash claims in
respect of the underlying securities (such as dividends or cash
obligation from a fractional entitlement), distributions of non-cash
property with respect to the underlying securities (such as warrants or
rights issuances), and transformations of the underlying (such as
pursuant to a corporate reorganization, de-listing, merger, de-merger,
or a buy-out). Revised paragraph 4 clarifies the rights and obligations
of the buyer and seller under the relevant contract in respect of such
an event (in general, the buyer under the contract will be entitled to
the relevant cash claim, distribution or transformed obligation). Where
the corporate event requires an election to be made, the relevant buyer
is permitted to make the election (subject to satisfying certain notice
requirements). As revised, paragraph 4 provides certain limitations on
the obligations and liability of the Clearing House with respect to a
corporate event. It also addresses certain failed deliveries or
settlements in connection with debt events and certain tax liabilities.
In paragraph 5 of Part Z, the various reports provided in respect
of delivery of equity contracts have been updated. An existing report
type relating to stock contingent trades has also been removed and
consolidated into the general stock deliveries report.
2. Statutory Basis
ICE Clear Europe believes that the changes described herein are
consistent with the requirements of Section 17A of the Act \5\ and the
regulations thereunder applicable to it, including the standards under
Rule 17Ad-22,\6\ and are consistent with the prompt and accurate
clearance of and settlement of securities transactions and, to the
extent applicable, derivative agreements, contracts and transactions,
the safeguarding of securities and funds in the custody or control of
ICE Clear Europe or for which it is responsible and the protection of
investors and the public interest, within the meaning of Section
17A(b)(3)(F) of the Act.\7\ The amendments are intended to update and
clarify provisions of the Clearing Procedures and Delivery Procedures
relevant to the exercise and settlement of equity futures and options
currently traded on ICE Futures Europe and cleared through ICE Clear
Europe. In particular, the amendments clarify the procedures for
exercise and allocation of exercised equity options, consistent with
current market practice for such products. They also update provisions
of the Delivery Procedures to reflect the relevant settlement systems,
to clarify treatment of delivery failures and buy-ins, and to enhance
procedures relating to the treatment of corporate events. In
[[Page 18662]]
ICE Clear Europe's view, the amendments will promote the prompt and
accurate clearance and settlement of equity futures and option
transactions, and are thus consistent with the requirements of Section
17A of the Act and the regulations thereunder.
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\5\ 15 U.S.C. 78q-1.
\6\ 17 CFR 240.17Ad-22.
\7\ 15 U.S.C. 78q-1(b)(3)(F).
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B. Self-Regulatory Organization's Statement on Burden on Competition
ICE Clear Europe does not believe the proposed changes to the rules
would have any impact, or impose any burden, on competition not
necessary or appropriate in furtherance of the purpose of the Act. ICE
Clear Europe is adopting the amendments to [sic] the Delivery
Procedures and Clearing Procedures in order to clarify certain aspects
of the exercise and settlement of equity futures and options currently
cleared by ICE Clear Europe. ICE Clear Europe does not believe the
adoption of related Delivery Procedures and Clearing Procedures
amendments would materially affect the cost of clearing these products,
adversely affect access to clearing in these products for Clearing
Members or their customers, or otherwise adversely affect competition
in clearing services.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
Written comments relating to the proposed changes to the rules have
not been solicited or received. ICE Clear Europe will notify the
Commission of any written comments received by ICE Clear Europe.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective upon filing pursuant
to Section 19(b)(3)(A) \8\ of the Act and Rule 19b-4(f)(4)(ii) \9\
thereunder because it effects a change in an existing service of a
registered clearing agency that primarily affects the clearing
operations of the clearing agency with respect to products that are not
securities, including futures that are not security futures, swaps that
are not security-based swaps or mixed swaps, and forwards that are not
security forwards, and does not significantly affect any securities
clearing operations of the clearing agency or any rights or obligations
of the clearing agency with respect to securities clearing or persons
using such securities-clearing service. At any time within 60 days of
the filing of the proposed rule change, the Commission summarily may
temporarily suspend such rule change if it appears to the Commission
that such action is necessary or appropriate in the public interest,
for the protection of investors, or otherwise in furtherance of the
purposes of the Act.
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\8\ 15 U.S.C. 78s(b)(3)(A).
\9\ 17 CFR 240.19b-4(f)(4)(ii).
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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-ICEEU-2016-005 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549-1090.
All submissions should refer to File Number SR-ICEEU-2016-005. 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 filings will also be available
for inspection and copying at the principal office of ICE Clear Europe
and on ICE Clear Europe's Web site at https://www.theice.com/clear-europe/regulation#rule-filings.
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-ICEEU-2016-005
and should be submitted on or before April 21, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
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\10\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2016-07194 Filed 3-30-16; 8:45 am]
BILLING CODE 8011-01-P