Self-Regulatory Organizations; The NASDAQ Stock Market LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Amend Rules 7015(g)(1) and 7034, 21921-21924 [2016-08425]
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Federal Register / Vol. 81, No. 71 / Wednesday, April 13, 2016 / Notices
securities benchmark index (as defined
in Form N–1A).
This approval order is based on all of
the Exchange’s representations,
including those set forth above and in
the Amendment No. 1. The Commission
notes that the Fund and the Shares must
comply with the requirements of NYSE
Arca Equities Rule 8.600 to be initially
and continuously listed and traded on
the Exchange.
IV. Solicitation of Comments on
Amendment No. 1
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether Amendment No. 1 to
the proposed rule change is consistent
with the Act. Comments may be
submitted by any of the following
methods:
asabaliauskas on DSK3SPTVN1PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–NYSEArca–2016–14 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–NYSEArca–2016–14. 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
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identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NYSEArca–2016–14 and should be
submitted on or before May 4, 2016.
V. Accelerated Approval of the
Proposed Rule Change, as Modified by
Amendment No. 1
The Commission finds good cause to
approve the proposed rule change, as
modified by Amendment No. 1, prior to
the thirtieth day after the date of
publication of Amendment No. 1 in the
Federal Register. The additional
information in Amendment No. 1,
among other things, helped the
Commission to evaluate the Shares’
susceptibility to manipulation and the
Exchange’s ability to investigate
possible manipulative activity.
Accordingly, the Commission finds
good cause for approving the proposed
rule change, as modified by Amendment
No. 1, on an accelerated basis, pursuant
to Section 19(b)(2) of the Act.39
VI. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Exchange Act,40
that the proposed rule change (SR–
NYSEArca–2016–14), as modified by
Amendment No. 1 thereto, be, and it
hereby is, approved on an accelerated
basis.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.41
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–08422 Filed 4–12–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77552; File No. SR–
NASDAQ–2016–053]
Self-Regulatory Organizations; The
NASDAQ Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend
Rules 7015(g)(1) and 7034
April 7, 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 April 6,
2016, The NASDAQ Stock Market LLC
39 15
U.S.C. 78s(b)(2).
40 15 U.S.C. 78s(b)(2).
41 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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21921
(‘‘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 the Substance
of the Proposed Rule Change
The Exchange proposes to amend
Access Services fees at Rule 7015(g)(1)
to reduce the fee assessed for MITCH
Wave Ports located at Mahwah, NJ. The
Exchange is also proposing to amend
Rule 7034 to: (i) Reduce monthly fees
assessed for NYSE Equities market data
connectivity; and (ii) make technical
changes to the description of market
data connectivity options under the
rule. While these amendments are
effective upon filing, the Exchange has
designated the proposed amendments to
be operative on April 1, 2016.3
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaq.cchwallstreet.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
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 purpose of the proposed rule
change is to reduce certain fees under
Rules 7015 and 7034, and to make
technical changes to the description of
market data connectivity options under
Rule 7034.
3 The Commission notes that the substance of this
filing is identical to the substance of SR–NASDAQ–
2016–047, which was filed March 29, 2016, and
withdrawn on April 6, 2016. This filing replaced
SR–NASDAQ–2016–047, thus, the fee changes were
effective upon filing but have been operative since
April 1, 2016.
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Federal Register / Vol. 81, No. 71 / Wednesday, April 13, 2016 / Notices
Rule 7015 Changes
The Exchange is proposing to reduce
the fee assessed for MITCH Wave Port
at Mahwah, NJ monthly subscriptions.
The Exchange provides Multi-cast ITCH
(‘‘MITCH’’) Wave Ports to clients colocated at other third-party data centers,
including the New York Stock
Exchange‘s (‘‘NYSE’’) data center
located in Mahwah, NJ, through which
the Exchange’s TotalView ITCH market
data is distributed after delivery to those
data centers via a wireless network.
The wirelessly-delivered TotalView
ITCH market data arrives at Exchangeowned cabinets located at these thirdparty data centers, to which the colocation clients may cross-connect to
the MITCH Wave Ports in those data
centers to receive TotalView ITCH.4 The
wireless network that the Exchange uses
to connect its data center with thirdparty data centers is provided and
maintained by third-party vendors.
The Exchange incurs costs in leasing
towers and equipment to connect to
third-party data centers, such as
Mahwah, NJ, through its third party
vendors and the Exchange recoups these
costs through the fees it assesses. The
Exchange has recently reduced such
vendor cost for connectivity to Mahwah,
NJ by switching to an alternative vendor
that assesses the Exchange a lower fee
for such connectivity and is accordingly
proposing to reduce the monthly charge
assessed to subscribers for a MITCH
Wave Port at Mahwah, NJ from $12,500
per month to $10,000 per month.
Rule 7034 Changes
asabaliauskas on DSK3SPTVN1PROD with NOTICES
The Exchange is proposing to amend
Rule 7034 to: (i) Reduce monthly fees
assessed for NYSE Equities market data
connectivity; and (ii) make technical
changes to the description of market
data connectivity options under the
rule. Rule 7034 provides the charges
assessed by the Exchange for co-location
services. Rule 7034(b) provides the
various connectivity options for colocation services. The Exchange offers
multicast Market Data feeds that are
delivered to the Exchange’s data center
located in Carteret, NJ via a wireless
network.5 The Exchange offers
connectivity to data feeds provided by
NYSE, BATS (including Direct Edge),
4 Subscription to MITCH Wave Ports is entirely
optional. Co-location clients that opt to subscribe to
MITCH Wave Ports will continue to be fee liable for
the applicable market data fees as described in
Rules 7019, 7023, and 7026.
5 Subscription to the connectivity options under
Rule 7034(b) is entirely optional. To receive a
particular data feed, a participant must subscribe to
the connectivity under Rule 7034(b) and also have
a subscription to the data feed with the applicable
exchange.
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and CME, which are delivered
wirelessly by third party vendors from
those market’s [sic] data centers to the
Exchange’s Carteret, NJ data center.
Specifically, the NYSE Equities data
feeds under Rule 7034(b) are wirelessly
delivered to Carteret, NJ from NYSE’s
Mahwah, NJ data center, the BATS and
Direct Edge data feeds are wirelessly
delivered to Carteret, NJ from BATS’s
Secaucus, NJ data center, and the CME
data feeds are wirelessly delivered to
Carteret, NJ from CME’s Aurora, IL data
center.
The first change the Exchange
proposes is to reduce the recurring
monthly fee assessed for connectivity to
NYSE Equities data feeds, which are
transmitted from the Mahwah, NJ data
center to the Exchange’s data center in
Carteret, NJ. As discussed above, the
Exchange recently reduced its vendor
costs by switching to an alternative
vendor that assesses the Exchange a
lower fee for such connectivity. Because
of the reduced vendor costs realized for
connectivity to Mahwah, NJ, the
Exchange is able to reduce the charges
assessed for services that require
wireless connectivity to Mahwah, NJ.
Currently, the Exchange assesses a
recurring monthly fee of $12,500 for
connectivity to NYSE Equities Arca
Integrated feed and the for the NYSE
Equities Open Book feed. As a
consequence of the reduced vendor
costs, the Exchange is proposing to
reduce the charge it assesses as a
recurring monthly fee for each of these
services from $12,500 to $10,000.
The second change the Exchange
proposes is to make technical
corrections to the rule text under Rule
7034(b) concerning NYSE Equities Open
Book connectivity and BATS Multicast
PITCH connectivity. NYSE recently
combined Open Book data with NYSE
BBO, NYSE Trades, and NYSE Order
Imbalances data to form the ‘‘NYSE
Integrated’’ data feed,6 which the
Exchange began to offer on November
16, 2015. Accordingly, the Exchange is
[sic] updated the rule text under Rule
7034(b) to accurately reflect this change.
The Exchange is also correcting rule
text concerning BATS Multicast PITCH
connectivity that was inadvertently
introduced when the rule text was
adopted.7 Specifically, the Exchange is
correcting the spelling of ‘‘Multicast’’ in
the rule and is correcting the name of
6 See Securities Exchange Act Release No. 76485
(November 20, 2015), 80 FR 74158 (November 27,
2015) (SR–NYSE–2015–57).
7 See Securities Exchange Act Release No. 73562
(January 25, 2013), 78 FR 6842 (January 31, 2013)
(SR–NASDAQ–2012–119)
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the BATS BZX exchange, which is
currently spelled ‘‘BZY.’’ 8
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,9 in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5)
of the Act,10 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 designed to prevent
fraudulent and manipulative acts and
practices, to promote just and equitable
principles of trade, to foster cooperation
and coordination with persons engaged
in regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest; and
are not designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
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. In Regulation NMS, while
adopting a series of steps to improve the
current market model, the Commission
highlighted the importance of market
forces in determining prices and SRO
revenues and, also, recognized that
current regulation of the market system
‘‘has been remarkably successful in
promoting market competition in its
broader forms that are most important to
investors and listed companies.’’ 11
Likewise, in NetCoalition v. Securities
and Exchange Commission 12
(‘‘NetCoalition’’) the DC Circuit upheld
the Commission’s use of a market-based
approach in evaluating the fairness of
market data fees against a challenge
claiming that Congress mandated a costbased approach.13 As the court
emphasized, the Commission ‘‘intended
in Regulation NMS that ‘market forces,
rather than regulatory requirements’
play a role in determining the market
8 For a description of Bats Global Markets, Inc.’s
exchanges, see https://www.batstrading.com/about/.
9 15 U.S.C. 78f(b).
10 15 U.S.C. 78f(b)(4) and (5).
11 See Securities Exchange Act Release No. 51808
at 37499 (June 9, 2005) (‘‘Regulation NMS Adopting
Release’’).
12 NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir.
2010).
13 See NetCoalition, at 534.
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Federal Register / Vol. 81, No. 71 / Wednesday, April 13, 2016 / Notices
asabaliauskas on DSK3SPTVN1PROD with NOTICES
data . . . to be made available to
investors and at what cost.’’ 14
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’. . . .’’ 15
Fee Reductions
The Exchange believes that proposed
reduction in the monthly recurring fees
assessed under Rules 7015 and 7034(b)
are [sic] reasonable because they [sic]
will allow the Exchange to align the fees
assessed for the connectivity more
closely with the costs incurred by the
Exchange in offering the connectivity.
As discussed above, the Exchange
realized a reduction in its vendor costs.
Vendors supply wireless connectivity
from the Exchange’s data center to the
data centers of other markets. Vendor
costs are not the only costs to the
Exchange in offering such connectivity;
however, the reduced vendor cost for
wirelessly connecting to Mahwah, NJ
has allowed the Exchange to reduce the
monthly fee assessed for connectivity to
Mahwah, NJ by $2,500.
The Exchange notes that the proposed
reduced monthly recurring fees are also
reasonable because they are in-line with
other fees assessed for similar
connectivity, with differences in cost
being reflective of the differences in the
relative cost of offering the services. For
example, the proposed reduced fees
assessed under Rule 7034(b) for
connectivity to the NYSE Equities feeds,
although higher as reflection of the
increased costs the Exchange incurs in
offering the connectivity, are consistent
with BATS Multicast PITCH BZX and
BYX data feed connectivity under Rule
7034(b), which has a monthly recurring
fee of $7,500. With respect to the costs
incurred, the Exchange notes that the
distance, and hence the wireless
network equipment required, is greater
between Mahwah, NJ and Carteret, NJ in
contrast to the distance between
Secaucus, NJ and Carteret, NJ, which is
reflected in the fees that vendors charge
the Exchange for such connectivity.
The Exchange believes that the
proposed reduced fees are an equitable
14 Id.
at 537.
at 539 (quoting ArcaBook Order, 73 FR at
74782–74783).
15 Id.
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allocation and are not unfairly
discriminatory because the Exchange
will apply the same fee to all similarly
situated co-location clients that
voluntarily select these service options.
The Exchange also notes that colocation clients will continue to have
other connectivity options to receive the
underlying data feeds, including fiber
optic connectivity.
Fee Clarifications
The Exchange believes that the
proposed clarifying changes to Rule
7034(b) serve to protect investors and
the public interest because they remove
misspelled and inaccurate rule text,
which will serve to avoid investor
confusion, and will not alter what is
currently provided under the rule.
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 proposed changes
to the charges assessed co-location
clients for wireless connectivity do not
impose a burden on competition
because the Exchange is reducing the
monthly fees assessed for such
connectivity as a reflection of the
Exchange’s reduced vendor costs. Such
a proposal is reflective of healthy
competition among markets and may
promote other exchanges to likewise
reduce their costs and/or reduce the fees
that they assess for similar connectivity.
Although the Exchange does not
believe that the proposed changes will
be unattractive to market participants, if
they were it is likely that the Exchange
will lose subscribers as a result.
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21923
Accordingly, the Exchange does not
believe that the proposed changes will
impair the ability of members or
competing order execution venues to
maintain their competitive standing in
the financial markets.
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.16
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–2016–053 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–NASDAQ–2016–053. 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
16 15
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U.S.C. 78s(b)(3)(A)(ii).
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Federal Register / Vol. 81, No. 71 / Wednesday, April 13, 2016 / Notices
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
offices 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–2016–053, and should be
submitted on or before May 4, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.17
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–08425 Filed 4–12–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77550; File No. SR–FINRA–
2015–029]
Self-Regulatory Organizations;
Financial Industry Regulatory
Authority, Inc.; Order Approving
Proposed Rule Change To Adopt
FINRA Rule 3210 (Accounts at Other
Broker-Dealers and Financial
Institutions), as Modified by Partial
Amendment No. 1 and Partial
Amendment No. 2, in the Consolidated
FINRA Rulebook
asabaliauskas on DSK3SPTVN1PROD with NOTICES
April 7, 2016
I. Introduction
On July 31, 2015, Financial Industry
Regulatory Authority, Inc. (‘‘FINRA’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Exchange
Act’’) 1 and Rule 19b–4 thereunder,2 a
proposed rule change to adopt a new,
consolidated rule addressing accounts
17 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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opened or established by associated
persons of members at firms other than
the firm with which they are associated.
The proposed rule change was
published for comment in the Federal
Register on August 14, 2015.3 The
comment period closed on September 4,
2015. On September 22, 2015, FINRA
extended the time period in which the
Commission must approve the proposed
rule change, disapprove the proposed
rule change, or institute proceedings to
determine whether to approve or
disapprove the proposed rule change to
November 12, 2015. The Commission
received four comment letters in
response to the Notice.4 On November
10, 2015, FINRA responded to the
comments and filed Partial Amendment
No. 1 to the current proposal.5 On
November 12, 2015, the Commission
issued an order instituting proceedings
pursuant to Exchange Act section
19(b)(2)(B) 6 to determine whether to
approve or disapprove the proposed
rule change, as modified by Partial
Amendment No. 1.7 The Commission
received one (1) comment letter in
response to the Order Instituting
Proceedings.8 On February 10, 2016, the
Commission published a notice
extending the time period in which the
Commission must determine whether to
3 See Exchange Act Rel. No. 75655 (Aug. 10,
2015), 80 FR 48941 (Aug. 14, 2015) (File No. SR–
FINRA–2015–029) (‘‘Notice’’).
4 See Letters from Eric Arnold and Clifford
Kirsch, Sutherland Asbill & Brennan LLP (for the
Committee of Annuity Insurers), dated September 4,
2015 (‘‘Sutherland Letter’’); Michael J. Hogan,
President and Chief Executive Officer, FOLIOfn
Investments, Inc., dated September 4, 2015
(‘‘FOLIOfn Letter’’); Joseph C. Peiffer, President,
Public Investors Arbitration Bar Association
(‘‘PIABA’’), dated September 3, 2015 (‘‘PIABA
Letter’’); and Kevin Zambrowicz, Associate General
Counsel & Managing Director, and Stephen Vogt,
Assistant Vice President & Assistant General
Counsel, Securities Industry and Financial Markets
Association (‘‘SIFMA’’), dated September 3, 2015
(‘‘SIFMA Letter’’). Comment letters are available at
www.sec.gov. The Commission discussed these
comments in the Order Instituting Proceedings. See
infra note 7.
5 See Letter from Patrice Gliniecki, Senior Vice
President and Deputy General Counsel, FINRA, to
the Commission, dated November 10, 2015
(‘‘FINRA Response Letter’’). The FINRA Response
Letter and the text of Partial Amendment No. 1 are
available on FINRA’s Web site at https://
www.finra.org, at the principal office of FINRA, at
the Commission’s Web site at https://www.sec.gov/
rules/sro/finra/2015/34-75655.pdf, and at the
Commission’s Public Reference Room.
6 15 U.S.C. 78s(b)(2)(B).
7 See Exchange Act Release No. 76430 (Nov. 12,
2015), 80 FR 72118 (Nov. 18, 2015) (Order
Instituting Proceedings To Determine Whether To
Approve or Disapprove Proposed Rule Change to
Adopt FINRA Rule 3210 (Accounts at Other BrokerDealers and Financial Institutions), as Modified by
Partial Amendment No. 1) (‘‘Order Instituting
Proceedings’’)). The comment period closed on
December 9, 2015.
8 See Letter from Laura Crosby-Brown, dated
November 13, 2015 (‘‘Crosby-Brown Letter’’).
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approve or disapprove the proposed
rule change to April 8, 2016.9 On March
2, 2016, FINRA responded to the
comment letter received in response to
the Order Instituting Proceedings and
filed Partial Amendment No. 2.10
This order approves the proposed rule
change, as modified by Partial
Amendment No. 1 and Partial
Amendment No. 2 (collectively, the
‘‘Amendments’’).11
II. Description of the Proposed Rule
Change 12
As part of the process of developing
a new consolidated rulebook
(‘‘Consolidated FINRA Rulebook’’),13
FINRA is proposing to adopt new
FINRA Rule 3210 (Accounts at Other
Broker-Dealers and Financial
Institutions) in the Consolidated FINRA
Rulebook, and to delete NASD Rule
3050, Incorporated New York Stock
Exchange (‘‘NYSE’’) Rules 407 and
407A, and Incorporated NYSE Rule
Interpretations 407/01 and 407/02.14
A. Current NASD Rule 3050
Current NASD Rule 3050 provides a
means to inform member firms about
transactions effected by their associated
persons in accounts established outside
the firm. This information gives
members an opportunity to weigh the
effect these accounts may have on the
firm and its customers.15 The rule
imposes specified obligations on
9 See Exchange Act Release No. 77103 (Feb. 10,
2016), 81 FR 8109 (Feb. 17, 2016) (Notice of
Designation of a Longer Period for Commission
Action on Proceedings to Determine Whether to
Approve or Disapprove a Proposed Rule Change to
Adopt FINRA Rule 3210 (Accounts at Other BrokerDealers and Financial Institutions), as Modified by
Partial Amendment No. 1, in the Consolidated
FINRA Rulebook).
10 See Letter from Patrice Gliniecki, Senior Vice
President and Deputy General Counsel, FINRA, to
the Commission, dated March 2, 2016 (‘‘FINRA’s
Second Letter’’). FINRA’s Second Letter and the text
of Partial Amendment No. 2 are available on
FINRA’s Web site at https://www.finra.org, at the
principal office of FINRA, and at the Commission’s
Public Reference Room.
11 The text of the proposed rule changes is
available at the principal office of FINRA, on
FINRA’s Web site at https://www.finra.org, and at
the Commission’s Public Reference Room. In
addition, you may also find a more detailed
description of the original proposed rule change, as
amended by Amendment No. 1, in the Notice, and
Order Instituting Proceedings.
12 The proposed rule change, as described in this
Item II, is excerpted, in part, from the Notice, which
was substantially prepared by FINRA. See Notice.
13 The current FINRA rulebook consists of: (1)
FINRA Rules; (2) NASD Rules; and (3) rules
incorporated from NYSE (‘‘Incorporated NYSE
Rules’’). See id.
14 For convenience, the Incorporated NYSE Rules
are referred to as the ‘‘NYSE Rules.’’
15 See Exchange Act Release No. 4924 (Aug. 21,
1953).
E:\FR\FM\13APN1.SGM
13APN1
Agencies
[Federal Register Volume 81, Number 71 (Wednesday, April 13, 2016)]
[Notices]
[Pages 21921-21924]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-08425]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77552; File No. SR-NASDAQ-2016-053]
Self-Regulatory Organizations; The NASDAQ Stock Market LLC;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change To
Amend Rules 7015(g)(1) and 7034
April 7, 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 April 6, 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.
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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of the
Substance of the Proposed Rule Change
The Exchange proposes to amend Access Services fees at Rule
7015(g)(1) to reduce the fee assessed for MITCH Wave Ports located at
Mahwah, NJ. The Exchange is also proposing to amend Rule 7034 to: (i)
Reduce monthly fees assessed for NYSE Equities market data
connectivity; and (ii) make technical changes to the description of
market data connectivity options under the rule. While these amendments
are effective upon filing, the Exchange has designated the proposed
amendments to be operative on April 1, 2016.\3\
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\3\ The Commission notes that the substance of this filing is
identical to the substance of SR-NASDAQ-2016-047, which was filed
March 29, 2016, and withdrawn on April 6, 2016. This filing replaced
SR-NASDAQ-2016-047, thus, the fee changes were effective upon filing
but have been operative since April 1, 2016.
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The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaq.cchwallstreet.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 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 purpose of the proposed rule change is to reduce certain fees
under Rules 7015 and 7034, and to make technical changes to the
description of market data connectivity options under Rule 7034.
[[Page 21922]]
Rule 7015 Changes
The Exchange is proposing to reduce the fee assessed for MITCH Wave
Port at Mahwah, NJ monthly subscriptions. The Exchange provides Multi-
cast ITCH (``MITCH'') Wave Ports to clients co-located at other third-
party data centers, including the New York Stock Exchange`s (``NYSE'')
data center located in Mahwah, NJ, through which the Exchange's
TotalView ITCH market data is distributed after delivery to those data
centers via a wireless network.
The wirelessly-delivered TotalView ITCH market data arrives at
Exchange-owned cabinets located at these third-party data centers, to
which the co-location clients may cross-connect to the MITCH Wave Ports
in those data centers to receive TotalView ITCH.\4\ The wireless
network that the Exchange uses to connect its data center with third-
party data centers is provided and maintained by third-party vendors.
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\4\ Subscription to MITCH Wave Ports is entirely optional. Co-
location clients that opt to subscribe to MITCH Wave Ports will
continue to be fee liable for the applicable market data fees as
described in Rules 7019, 7023, and 7026.
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The Exchange incurs costs in leasing towers and equipment to
connect to third-party data centers, such as Mahwah, NJ, through its
third party vendors and the Exchange recoups these costs through the
fees it assesses. The Exchange has recently reduced such vendor cost
for connectivity to Mahwah, NJ by switching to an alternative vendor
that assesses the Exchange a lower fee for such connectivity and is
accordingly proposing to reduce the monthly charge assessed to
subscribers for a MITCH Wave Port at Mahwah, NJ from $12,500 per month
to $10,000 per month.
Rule 7034 Changes
The Exchange is proposing to amend Rule 7034 to: (i) Reduce monthly
fees assessed for NYSE Equities market data connectivity; and (ii) make
technical changes to the description of market data connectivity
options under the rule. Rule 7034 provides the charges assessed by the
Exchange for co-location services. Rule 7034(b) provides the various
connectivity options for co-location services. The Exchange offers
multicast Market Data feeds that are delivered to the Exchange's data
center located in Carteret, NJ via a wireless network.\5\ The Exchange
offers connectivity to data feeds provided by NYSE, BATS (including
Direct Edge), and CME, which are delivered wirelessly by third party
vendors from those market's [sic] data centers to the Exchange's
Carteret, NJ data center. Specifically, the NYSE Equities data feeds
under Rule 7034(b) are wirelessly delivered to Carteret, NJ from NYSE's
Mahwah, NJ data center, the BATS and Direct Edge data feeds are
wirelessly delivered to Carteret, NJ from BATS's Secaucus, NJ data
center, and the CME data feeds are wirelessly delivered to Carteret, NJ
from CME's Aurora, IL data center.
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\5\ Subscription to the connectivity options under Rule 7034(b)
is entirely optional. To receive a particular data feed, a
participant must subscribe to the connectivity under Rule 7034(b)
and also have a subscription to the data feed with the applicable
exchange.
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The first change the Exchange proposes is to reduce the recurring
monthly fee assessed for connectivity to NYSE Equities data feeds,
which are transmitted from the Mahwah, NJ data center to the Exchange's
data center in Carteret, NJ. As discussed above, the Exchange recently
reduced its vendor costs by switching to an alternative vendor that
assesses the Exchange a lower fee for such connectivity. Because of the
reduced vendor costs realized for connectivity to Mahwah, NJ, the
Exchange is able to reduce the charges assessed for services that
require wireless connectivity to Mahwah, NJ.
Currently, the Exchange assesses a recurring monthly fee of $12,500
for connectivity to NYSE Equities Arca Integrated feed and the for the
NYSE Equities Open Book feed. As a consequence of the reduced vendor
costs, the Exchange is proposing to reduce the charge it assesses as a
recurring monthly fee for each of these services from $12,500 to
$10,000.
The second change the Exchange proposes is to make technical
corrections to the rule text under Rule 7034(b) concerning NYSE
Equities Open Book connectivity and BATS Multicast PITCH connectivity.
NYSE recently combined Open Book data with NYSE BBO, NYSE Trades, and
NYSE Order Imbalances data to form the ``NYSE Integrated'' data
feed,\6\ which the Exchange began to offer on November 16, 2015.
Accordingly, the Exchange is [sic] updated the rule text under Rule
7034(b) to accurately reflect this change.
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\6\ See Securities Exchange Act Release No. 76485 (November 20,
2015), 80 FR 74158 (November 27, 2015) (SR-NYSE-2015-57).
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The Exchange is also correcting rule text concerning BATS Multicast
PITCH connectivity that was inadvertently introduced when the rule text
was adopted.\7\ Specifically, the Exchange is correcting the spelling
of ``Multicast'' in the rule and is correcting the name of the BATS BZX
exchange, which is currently spelled ``BZY.'' \8\
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\7\ See Securities Exchange Act Release No. 73562 (January 25,
2013), 78 FR 6842 (January 31, 2013) (SR-NASDAQ-2012-119)
\8\ For a description of Bats Global Markets, Inc.'s exchanges,
see https://www.batstrading.com/about/.
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\9\ in general, and furthers the objectives of Sections
6(b)(4) and 6(b)(5) of the Act,\10\ 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 designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, to foster cooperation and
coordination with persons engaged in regulating, clearing, settling,
processing information with respect to, and facilitating transactions
in securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest; and are not designed to
permit unfair discrimination between customers, issuers, brokers, or
dealers.
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\9\ 15 U.S.C. 78f(b).
\10\ 15 U.S.C. 78f(b)(4) and (5).
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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. In Regulation
NMS, while adopting a series of steps to improve the current market
model, the Commission highlighted the importance of market forces in
determining prices and SRO revenues and, also, recognized that current
regulation of the market system ``has been remarkably successful in
promoting market competition in its broader forms that are most
important to investors and listed companies.'' \11\ Likewise, in
NetCoalition v. Securities and Exchange Commission \12\
(``NetCoalition'') the DC Circuit upheld the Commission's use of a
market-based approach in evaluating the fairness of market data fees
against a challenge claiming that Congress mandated a cost-based
approach.\13\ As the court emphasized, the Commission ``intended in
Regulation NMS that `market forces, rather than regulatory
requirements' play a role in determining the market
[[Page 21923]]
data . . . to be made available to investors and at what cost.'' \14\
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\11\ See Securities Exchange Act Release No. 51808 at 37499
(June 9, 2005) (``Regulation NMS Adopting Release'').
\12\ NetCoalition v. SEC, 615 F.3d 525 (D.C. Cir. 2010).
\13\ See NetCoalition, at 534.
\14\ Id. at 537.
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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'. . . .'' \15\
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\15\ Id. at 539 (quoting ArcaBook Order, 73 FR at 74782-74783).
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Fee Reductions
The Exchange believes that proposed reduction in the monthly
recurring fees assessed under Rules 7015 and 7034(b) are [sic]
reasonable because they [sic] will allow the Exchange to align the fees
assessed for the connectivity more closely with the costs incurred by
the Exchange in offering the connectivity. As discussed above, the
Exchange realized a reduction in its vendor costs. Vendors supply
wireless connectivity from the Exchange's data center to the data
centers of other markets. Vendor costs are not the only costs to the
Exchange in offering such connectivity; however, the reduced vendor
cost for wirelessly connecting to Mahwah, NJ has allowed the Exchange
to reduce the monthly fee assessed for connectivity to Mahwah, NJ by
$2,500.
The Exchange notes that the proposed reduced monthly recurring fees
are also reasonable because they are in-line with other fees assessed
for similar connectivity, with differences in cost being reflective of
the differences in the relative cost of offering the services. For
example, the proposed reduced fees assessed under Rule 7034(b) for
connectivity to the NYSE Equities feeds, although higher as reflection
of the increased costs the Exchange incurs in offering the
connectivity, are consistent with BATS Multicast PITCH BZX and BYX data
feed connectivity under Rule 7034(b), which has a monthly recurring fee
of $7,500. With respect to the costs incurred, the Exchange notes that
the distance, and hence the wireless network equipment required, is
greater between Mahwah, NJ and Carteret, NJ in contrast to the distance
between Secaucus, NJ and Carteret, NJ, which is reflected in the fees
that vendors charge the Exchange for such connectivity.
The Exchange believes that the proposed reduced fees are an
equitable allocation and are not unfairly discriminatory because the
Exchange will apply the same fee to all similarly situated co-location
clients that voluntarily select these service options. The Exchange
also notes that co-location clients will continue to have other
connectivity options to receive the underlying data feeds, including
fiber optic connectivity.
Fee Clarifications
The Exchange believes that the proposed clarifying changes to Rule
7034(b) serve to protect investors and the public interest because they
remove misspelled and inaccurate rule text, which will serve to avoid
investor confusion, and will not alter what is currently provided under
the rule.
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 proposed changes to the charges assessed co-
location clients for wireless connectivity do not impose a burden on
competition because the Exchange is reducing the monthly fees assessed
for such connectivity as a reflection of the Exchange's reduced vendor
costs. Such a proposal is reflective of healthy competition among
markets and may promote other exchanges to likewise reduce their costs
and/or reduce the fees that they assess for similar connectivity.
Although the Exchange does not believe that the proposed changes
will be unattractive to market participants, if they were it is likely
that the Exchange will lose subscribers as a result. Accordingly, the
Exchange does not believe that the proposed changes will impair the
ability of members or competing order execution venues to maintain
their competitive standing in the financial markets.
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.\16\
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\16\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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-2016-053 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-NASDAQ-2016-053. 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
[[Page 21924]]
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 offices 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-2016-053, and should be submitted on or before
May 4, 2016.
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\17\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\17\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-08425 Filed 4-12-16; 8:45 am]
BILLING CODE 8011-01-P