Self-Regulatory Organizations; Bats EDGX Exchange, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Related to Fees as They Apply to the Equities Options Platform, 23529-23531 [2016-09203]
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Federal Register / Vol. 81, No. 77 / Thursday, April 21, 2016 / Notices
due, fee, or other charge imposed by the
Exchange under Section 19(b)(3)(A)(ii)
of the Act 3 and Rule 19b–4(f)(2)
thereunder,4 which renders the
proposed rule change effective upon
filing with the Commission. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
FOR FURTHER INFORMATION CONTACT:
Direct questions regarding the service
contract inventory to Vance Cathell,
Director Office of Acquisitions
202.551.8385 or CathellV@sec.gov.
Dated: April 15, 2016.
Brent J. Fields,
Secretary.
[FR Doc. 2016–09202 Filed 4–20–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting; Cancellation
FEDERAL REGISTER CITATION OF PREVIOUS
ANNOUNCEMENT:
PREVIOUSLY ANNOUNCED TIME AND DATE OF
THE MEETING: Thursday, April 21, 2016
at 2:00 p.m.
The Closed
Meeting scheduled for Thursday, April
21, 2016 at 2:00 p.m., has been
cancelled.
CHANGES IN THE MEETING:
CONTACT PERSON FOR MORE INFORMATION:
For further information and to ascertain
what, if any, matters have been added,
deleted or postponed, please contact the
Office of the Secretary at (202) 551–
5400.
Dated: April 18, 2016.
Brent J. Fields,
Secretary.
[FR Doc. 2016–09355 Filed 4–19–16; 11:15 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77631; File No. SR–
BatsEDGX–2016–09]
Self-Regulatory Organizations; Bats
EDGX Exchange, Inc.; Notice of Filing
and Immediate Effectiveness of a
Proposed Rule Change Related to Fees
as They Apply to the Equities Options
Platform
jstallworth on DSK7TPTVN1PROD with NOTICES
April 15, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on April 7,
2016, Bats EDGX Exchange, Inc. (the
‘‘Exchange’’ or ‘‘EDGX’’) 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
by the Exchange. The Exchange has
designated the proposed rule change as
one establishing or changing a member
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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13:27 Apr 20, 2016
Jkt 238001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to
amend the fee schedule applicable to
Members 5 and non-members of the
Exchange pursuant to Exchange Rules
15.1(a) and (c).
The text of the proposed rule change
is available at the Exchange’s Web site
at www.batstrading.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 parts of such
statements.
(A) Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend its
fee schedule for its equity options
platform (‘‘EDGX Options’’) to add a
new tier to its existing tiered pricing
structure, as further described below.6
The Exchange currently offers two
pricing tiers under footnotes 1 and 2 of
the fee schedule, Customer Volume
Tiers and Market Maker Volume Tiers,
respectively. Under the tiers, Members
that achieve certain volume criteria may
qualify for reduced fees or enhanced
3 15
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
5 The term ‘‘Member’’ is defined as ‘‘any
registered broker or dealer that has been admitted
to membership in the Exchange.’’ See Exchange
Rule 1.5(n).
6 The Exchange initially filed the proposed
change on April 1, 2016 (SR–BatsEDGX–2016–08).
On April 7, 2016, the Exchange withdrew SR–
BatsEDGX–2016–08 and submitted this filing).
4 17
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23529
rebates for Customer 7 and Market
Maker 8 orders. The Exchange proposes
to add an additional Customer Volume
Tier to footnote 1.
Fee code PC and NC are currently
appended to all Customer orders in
Penny Pilot Securities 9 and Non-Penny
Pilot Securities,10 respectively and
result in a standard rebate of $0.01 per
contract. The Customer Volume Tiers in
footnote 1 consist of five separate tiers,
each providing an enhanced rebate to a
Member’s Customer orders that yield fee
codes PC or NC upon satisfying monthly
volume criteria required by the
respective tier. For instance, pursuant to
Customer Volume Tier 1, the lowest
volume tier, a Member will receive a
rebate of $0.05 per contract where the
Member has an ADV 11 in Customer
orders equal to or greater than 0.10% of
average TCV.12 Pursuant to Customer
Volume Tier 5, the highest volume tier,
a Member will receive a rebate of $0.25
per contract where the Member has an
ADV in Customer orders equal to or
greater than 0.80% of average TCV. To
encourage the entry of additional orders
to EDGX Options, the Exchange
proposes to adopt a new Tier 6 with
different qualifying criteria.
Specifically, under new Tier 6, the
Exchange proposes to provide a rebate
of $0.21 per contract where: (1) The
Member has an ADV in Customer orders
equal to or greater than 0.25% of
average TCV; and (2) the Member has an
ADV in Market Maker Orders equal to
or greater than 0.25% of average TCV.
The Exchange notes that the rebate of
$0.21 per contract is the same rebate as
Tier 4, which is provided where the
Member has an ADV in Customer orders
equal to or greater than 0.50% of
average TCV. By introducing Tier 6, the
7 The term ‘‘Customer’’ applies to any transaction
identified by a Member for clearing in the Customer
range at the Options Clearing Corporation (‘‘OCC’’),
excluding any transaction for a Broker Dealer or a
‘‘Professional’’ as defined in Exchange Rule 16.1.
8 The term ‘‘Market Maker’’ applies to any
transaction identified by a Member for clearing in
the Market Maker range at the OCC, where such
Member is registered with the Exchange as a Market
Maker as defined in Rule 16.1(a)(37).
9 The term ‘‘Penny Pilot Security’’ applies to
those issues that are quoted pursuant to Exchange
Rule 21.5, Interpretation and Policy .01.
10 The term ‘‘Non-Penny Pilot Security’’ applies
to those issues that are not Penny Pilot Securities
quoted pursuant to Exchange Rule 21.5,
Interpretation and Policy .01.
11 ‘‘ADV’’ means average daily volume calculated
as the number of contracts added or removed,
combined, per day.
12 ‘‘TCV’’ means total consolidated volume
calculated as the volume reported by all exchanges
to the consolidated transaction reporting plan for
the month for which the fees apply, excluding
volume on any day that the Exchange experiences
an Exchange System Disruption and on any day
with a scheduled early market close.
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Federal Register / Vol. 81, No. 77 / Thursday, April 21, 2016 / Notices
jstallworth on DSK7TPTVN1PROD with NOTICES
Exchange is providing an additional
mechanism for a Member to achieve this
enhanced rebate. The Exchange also
notes that the proposed rebate is
intended to encourage the entry of both
Customer orders and Market Maker
orders by providing a hybrid tier that
rewards the entry of both. Although the
qualifying criteria includes Market
Maker orders, as noted above, the
proposed enhanced rebate of $0.21 per
contract would only be awarded to a
Member’s Customer orders that yield fee
codes PC or NC upon satisfying the
monthly volume criteria (and not such
Member’s Market Maker orders). Under
the Exchange’s existing pricing
structure, however, a Member qualifying
for the tier would qualify for at least
Market Maker Volume Tier 3 with
respect to such Member’s Market Maker
orders (resulting in a reduced fee of
$0.10 per contract), as the criteria for
such tier require an ADV in Market
Maker orders equal to or greater than
0.20%.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder that
are applicable to a national securities
exchange, and, in particular, with the
requirements of Section 6 of the Act.13
Specifically, the Exchange believes that
the proposed rule change is consistent
with Section 6(b)(4) of the Act,14 in that
it provides for the equitable allocation
of reasonable dues, fees and other
charges among members and other
persons using any facility or system
which the Exchange operates or
controls.
The Exchange believes its proposed
fees and rebates are reasonable, fair and
equitable, and non-discriminatory. The
Exchange operates in a highly
competitive market in which market
participants may readily send order
flow to many competing venues if they
deem fees at the Exchange to be
excessive. As a new options exchange,
the proposed fee structure remains
intended to attract order flow to the
Exchange by offering market
participants a competitive yet simple
pricing structure. At the same time, the
Exchange believes it is reasonable to
incrementally adopt incentives intended
to help to contribute to the growth of the
Exchange.
Volume-based rebates such as those
currently maintained on the Exchange
have been widely adopted by options
exchanges and are equitable because
13 15
14 15
U.S.C. 78f.
U.S.C. 78f(b)(4).
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13:27 Apr 20, 2016
Jkt 238001
they are open to all Members on an
equal basis and provide additional
benefits or discounts that are reasonably
related to the value of an exchange’s
market quality associated with higher
levels of market activity, such as higher
levels of liquidity provision and/or
growth patterns, and introduction of
higher volumes of orders into the price
and volume discovery processes. The
proposed additional Customer Volume
Tier is intended to incentivize Members
to send additional Customer orders and
Market Maker orders to the Exchange in
an effort to qualify for the enhanced
rebate made available by the tier.
The Exchange believes that the
proposed tier is reasonable, fair and
equitable, and non-discriminatory, for
the reasons set forth with respect to
volume-based pricing generally and
because such change will incentivize
participants to further contribute to
market quality. The proposed tier will
provide an additional way for market
participants to qualify for enhanced
rebates. The Exchange also believes that
the proposed tiered pricing structure is
consistent with pricing previously
offered by the Exchange as well as other
options exchanges and does not
represent a significant departure from
such pricing structures.15
(B) Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange believes the proposed
amendments to its Fee Schedule would
not impose any burden on competition
that is not necessary or appropriate in
furtherance of the purposes of the Act.
The Exchange does not believe that the
proposed change represents a significant
departure from previous pricing offered
by the Exchange or other options
exchanges.16 Rather, the proposal is a
competitive proposal that is seeking to
further the growth of the Exchange. The
Exchange has structured the proposed
fees and rebates to attract additional
volume in Market Maker and Customer
orders, however, the Exchange believes
that its pricing for all capacities is
competitive with that offered by other
options exchanges. Additionally,
Members may opt to disfavor the
Exchange’s pricing if they believe that
alternatives offer them better value.
Accordingly, the Exchange does not
believe that the proposed change will
impair the ability of Members or
15 See, e.g., Bats BZX Options Fee Schedule,
Footnote 1, Tier 5, which provides an enhanced
rebate to Customer orders on BZX Options based on
both Customer volume and Market Maker volume.
The BZX Options Fee Schedule is available at:
https://www.batsoptions.com/support/fee_schedule/
bzx/.
16 Id.
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Frm 00075
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Sfmt 4703
competing 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
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any written
comments from members or other
interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 17 and paragraph (f) of Rule
19b–4 thereunder.18 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.
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–
BatsEDGX–2016–09 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–BatsEDGX–2016–09. 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
17 15
18 17
E:\FR\FM\21APN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
21APN1
Federal Register / Vol. 81, No. 77 / Thursday, April 21, 2016 / Notices
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–
BatsEDGX–2016–09 and should be
submitted on or before May 12, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Brent J. Fields,
Secretary.
[FR Doc. 2016–09203 Filed 4–20–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77634; File No. SR–ICEEU–
2016–004]
Self-Regulatory Organizations; ICE
Clear Europe Limited; Notice of
Designation of Longer Period for
Commission Action on Proposed Rule
Change Relating to Additions to
Permitted Cover
jstallworth on DSK7TPTVN1PROD with NOTICES
April 15, 2016.
On February 10, 2016, ICE Clear
Europe Limited (‘‘ICE Clear Europe’’)
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 proposed rule
changes to provide additional categories
of securities, including treasury bills
and floating and inflation-linked
government bonds (the ‘‘Additional
Permitted Cover’’) to ICE Clear Europe
to satisfy certain margin requirements.
The proposed rule change was
published for comment in the Federal
19 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
13:27 Apr 20, 2016
Jkt 238001
Register on March 2, 2016.3 To date, the
Commission has not received comments
on the proposal.
Section 19(b)(2) of the Act 4 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 from the
publication of notice of filing of this
proposed rule change is April 16, 2016.
The Commission is extending the 45day time period for Commission action
on the proposed rule change. In order to
provide the Commission with sufficient
time to consider the proposed rule
change, the Commission finds it is
appropriate to designate a longer period
within which to take action on the
proposed rule change.
Accordingly, the Commission,
pursuant to Section 19(b)(2) of the Act,5
designates May 31, 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 No. SR–ICEEU–2016–004).
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.6
Brent J. Fields,
Secretary.
[FR Doc. 2016–09206 Filed 4–20–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–77633; File No. SR–ICC–
2016–005]
Self-Regulatory Organizations; ICE
Clear Credit LLC; Notice of Filing of
Proposed Rule Change To Update and
Formalize the ICC Stress Testing
Framework
April 15, 2016.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b-4 thereunder 2
3 Securities Exchange Act Release No. 34–77234
(Feb. 25, 2015), 81 FR 10949 (Mar. 2, 2016) (SR–
ICEEU–2016–004).
4 15 U.S.C. 78s(b)(2).
5 15 U.S.C. 78s(b)(2).
6 17 CFR 200.30–3(a)(31).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
PO 00000
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23531
notice is hereby given that on March 31,
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.
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
proposed rule change is to update and
formalize ICC’s Stress Testing
Framework.
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
rule change. The text of these statements
may be examined at the places specified
in Item IV below. ICC has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of these statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
ICC proposes to update and formalize
its Stress Testing Framework. The Stress
Testing Framework sets forth stress
testing practices instituted by ICC,
which are focused on ensuring the
adequacy of systemic risk protections.
The framework is designed to:
Articulate the types of stress tests
executed and the main purpose of each
type of test; describe how stress tests are
conducted; define the actual test
scenarios currently executed; outline
the range of remedial actions available
(which, depending on the results, may
include enhancements to the risk
methodology or certain Clearing
Participant (‘‘CP’’) specific action); and
explain how stress test results are used
in the governance process.
ICC continues to evolve its stress
testing practices for many reasons,
including an increase in the number and
type of instruments eligible for clearing,
and evolution of the CDS market and
the cleared portfolios themselves. The
stress testing framework helps ICC
identify potential weaknesses in the risk
management methodology currently
used. As such, the framework allows
E:\FR\FM\21APN1.SGM
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Agencies
[Federal Register Volume 81, Number 77 (Thursday, April 21, 2016)]
[Notices]
[Pages 23529-23531]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-09203]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-77631; File No. SR-BatsEDGX-2016-09]
Self-Regulatory Organizations; Bats EDGX Exchange, Inc.; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change Related
to Fees as They Apply to the Equities Options Platform
April 15, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on April 7, 2016, Bats EDGX Exchange, Inc. (the ``Exchange'' or
``EDGX'') 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 by the Exchange. The
Exchange has designated the proposed rule change as one establishing or
changing a member due, fee, or other charge imposed by the Exchange
under Section 19(b)(3)(A)(ii) of the Act \3\ and Rule 19b-4(f)(2)
thereunder,\4\ which renders the proposed rule change 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)(ii).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange filed a proposal to amend the fee schedule applicable
to Members \5\ and non-members of the Exchange pursuant to Exchange
Rules 15.1(a) and (c).
---------------------------------------------------------------------------
\5\ The term ``Member'' is defined as ``any registered broker or
dealer that has been admitted to membership in the Exchange.'' See
Exchange Rule 1.5(n).
---------------------------------------------------------------------------
The text of the proposed rule change is available at the Exchange's
Web site at www.batstrading.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 parts of such
statements.
(A) Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend its fee schedule for its equity
options platform (``EDGX Options'') to add a new tier to its existing
tiered pricing structure, as further described below.\6\
---------------------------------------------------------------------------
\6\ The Exchange initially filed the proposed change on April 1,
2016 (SR-BatsEDGX-2016-08). On April 7, 2016, the Exchange withdrew
SR-BatsEDGX-2016-08 and submitted this filing).
---------------------------------------------------------------------------
The Exchange currently offers two pricing tiers under footnotes 1
and 2 of the fee schedule, Customer Volume Tiers and Market Maker
Volume Tiers, respectively. Under the tiers, Members that achieve
certain volume criteria may qualify for reduced fees or enhanced
rebates for Customer \7\ and Market Maker \8\ orders. The Exchange
proposes to add an additional Customer Volume Tier to footnote 1.
---------------------------------------------------------------------------
\7\ The term ``Customer'' applies to any transaction identified
by a Member for clearing in the Customer range at the Options
Clearing Corporation (``OCC''), excluding any transaction for a
Broker Dealer or a ``Professional'' as defined in Exchange Rule
16.1.
\8\ The term ``Market Maker'' applies to any transaction
identified by a Member for clearing in the Market Maker range at the
OCC, where such Member is registered with the Exchange as a Market
Maker as defined in Rule 16.1(a)(37).
---------------------------------------------------------------------------
Fee code PC and NC are currently appended to all Customer orders in
Penny Pilot Securities \9\ and Non-Penny Pilot Securities,\10\
respectively and result in a standard rebate of $0.01 per contract. The
Customer Volume Tiers in footnote 1 consist of five separate tiers,
each providing an enhanced rebate to a Member's Customer orders that
yield fee codes PC or NC upon satisfying monthly volume criteria
required by the respective tier. For instance, pursuant to Customer
Volume Tier 1, the lowest volume tier, a Member will receive a rebate
of $0.05 per contract where the Member has an ADV \11\ in Customer
orders equal to or greater than 0.10% of average TCV.\12\ Pursuant to
Customer Volume Tier 5, the highest volume tier, a Member will receive
a rebate of $0.25 per contract where the Member has an ADV in Customer
orders equal to or greater than 0.80% of average TCV. To encourage the
entry of additional orders to EDGX Options, the Exchange proposes to
adopt a new Tier 6 with different qualifying criteria. Specifically,
under new Tier 6, the Exchange proposes to provide a rebate of $0.21
per contract where: (1) The Member has an ADV in Customer orders equal
to or greater than 0.25% of average TCV; and (2) the Member has an ADV
in Market Maker Orders equal to or greater than 0.25% of average TCV.
---------------------------------------------------------------------------
\9\ The term ``Penny Pilot Security'' applies to those issues
that are quoted pursuant to Exchange Rule 21.5, Interpretation and
Policy .01.
\10\ The term ``Non-Penny Pilot Security'' applies to those
issues that are not Penny Pilot Securities quoted pursuant to
Exchange Rule 21.5, Interpretation and Policy .01.
\11\ ``ADV'' means average daily volume calculated as the number
of contracts added or removed, combined, per day.
\12\ ``TCV'' means total consolidated volume calculated as the
volume reported by all exchanges to the consolidated transaction
reporting plan for the month for which the fees apply, excluding
volume on any day that the Exchange experiences an Exchange System
Disruption and on any day with a scheduled early market close.
---------------------------------------------------------------------------
The Exchange notes that the rebate of $0.21 per contract is the
same rebate as Tier 4, which is provided where the Member has an ADV in
Customer orders equal to or greater than 0.50% of average TCV. By
introducing Tier 6, the
[[Page 23530]]
Exchange is providing an additional mechanism for a Member to achieve
this enhanced rebate. The Exchange also notes that the proposed rebate
is intended to encourage the entry of both Customer orders and Market
Maker orders by providing a hybrid tier that rewards the entry of both.
Although the qualifying criteria includes Market Maker orders, as noted
above, the proposed enhanced rebate of $0.21 per contract would only be
awarded to a Member's Customer orders that yield fee codes PC or NC
upon satisfying the monthly volume criteria (and not such Member's
Market Maker orders). Under the Exchange's existing pricing structure,
however, a Member qualifying for the tier would qualify for at least
Market Maker Volume Tier 3 with respect to such Member's Market Maker
orders (resulting in a reduced fee of $0.10 per contract), as the
criteria for such tier require an ADV in Market Maker orders equal to
or greater than 0.20%.
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with the requirements of the Act and the rules and regulations
thereunder that are applicable to a national securities exchange, and,
in particular, with the requirements of Section 6 of the Act.\13\
Specifically, the Exchange believes that the proposed rule change is
consistent with Section 6(b)(4) of the Act,\14\ in that it provides for
the equitable allocation of reasonable dues, fees and other charges
among members and other persons using any facility or system which the
Exchange operates or controls.
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\13\ 15 U.S.C. 78f.
\14\ 15 U.S.C. 78f(b)(4).
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The Exchange believes its proposed fees and rebates are reasonable,
fair and equitable, and non-discriminatory. The Exchange operates in a
highly competitive market in which market participants may readily send
order flow to many competing venues if they deem fees at the Exchange
to be excessive. As a new options exchange, the proposed fee structure
remains intended to attract order flow to the Exchange by offering
market participants a competitive yet simple pricing structure. At the
same time, the Exchange believes it is reasonable to incrementally
adopt incentives intended to help to contribute to the growth of the
Exchange.
Volume-based rebates such as those currently maintained on the
Exchange have been widely adopted by options exchanges and are
equitable because they are open to all Members on an equal basis and
provide additional benefits or discounts that are reasonably related to
the value of an exchange's market quality associated with higher levels
of market activity, such as higher levels of liquidity provision and/or
growth patterns, and introduction of higher volumes of orders into the
price and volume discovery processes. The proposed additional Customer
Volume Tier is intended to incentivize Members to send additional
Customer orders and Market Maker orders to the Exchange in an effort to
qualify for the enhanced rebate made available by the tier.
The Exchange believes that the proposed tier is reasonable, fair
and equitable, and non-discriminatory, for the reasons set forth with
respect to volume-based pricing generally and because such change will
incentivize participants to further contribute to market quality. The
proposed tier will provide an additional way for market participants to
qualify for enhanced rebates. The Exchange also believes that the
proposed tiered pricing structure is consistent with pricing previously
offered by the Exchange as well as other options exchanges and does not
represent a significant departure from such pricing structures.\15\
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\15\ See, e.g., Bats BZX Options Fee Schedule, Footnote 1, Tier
5, which provides an enhanced rebate to Customer orders on BZX
Options based on both Customer volume and Market Maker volume. The
BZX Options Fee Schedule is available at: https://www.batsoptions.com/support/fee_schedule/bzx/.
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(B) Self-Regulatory Organization's Statement on Burden on Competition
The Exchange believes the proposed amendments to its Fee Schedule
would not impose any burden on competition that is not necessary or
appropriate in furtherance of the purposes of the Act. The Exchange
does not believe that the proposed change represents a significant
departure from previous pricing offered by the Exchange or other
options exchanges.\16\ Rather, the proposal is a competitive proposal
that is seeking to further the growth of the Exchange. The Exchange has
structured the proposed fees and rebates to attract additional volume
in Market Maker and Customer orders, however, the Exchange believes
that its pricing for all capacities is competitive with that offered by
other options exchanges. Additionally, Members may opt to disfavor the
Exchange's pricing if they believe that alternatives offer them better
value. Accordingly, the Exchange does not believe that the proposed
change will impair the ability of Members or competing venues to
maintain their competitive standing in the financial markets.
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\16\ Id.
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(C) Self-Regulatory Organization's Statement on Comments on the
Proposed Rule Change Received From Members, Participants or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any written comments from members or other interested parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \17\ and paragraph (f) of Rule 19b-4
thereunder.\18\ 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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\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 17 CFR 240.19b-4(f).
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-BatsEDGX-2016-09 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-BatsEDGX-2016-09. 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
[[Page 23531]]
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-BatsEDGX-2016-09 and should be submitted on or before
May 12, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
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\19\ 17 CFR 200.30-3(a)(12).
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Brent J. Fields,
Secretary.
[FR Doc. 2016-09203 Filed 4-20-16; 8:45 am]
BILLING CODE 8011-01-P