Self-Regulatory Organizations; BOX Options Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend the Fee Schedule on the BOX Market LLC (“BOX”) Options Facility, 57977-57981 [2016-20212]
Download as PDF
Federal Register / Vol. 81, No. 164 / Wednesday, August 24, 2016 / Notices
Managed Fund Shares to comply with
the continued listing requirements, and,
pursuant to its obligations under
Section 19(g)(1) of the Act, the Exchange
will monitor for compliance with the
continued listing requirements. If the
Fund is not in compliance with the
applicable listing requirements, the
Exchange will commence delisting
procedures under the Nasdaq Rule 5800
Series.
For these reasons, the Exchange
believes that the proposal is consistent
with the Act.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,62 the Exchange does not believe
that the proposed rule change will
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
Instead, the Exchange believes that the
proposed rule change would facilitate
the listing and trading of additional
types of Managed Fund Shares and
result in a significantly more efficient
process surrounding the listing and
trading of Managed Fund Shares, which
will enhance competition among market
participants, to the benefit of investors
and the marketplace. The Exchange
believes that this would reduce the time
frame for bringing Managed Fund
Shares to market, thereby reducing the
burdens on issuers and other market
participants and promoting competition.
In turn, the Exchange believes that the
proposed change would make the
process for listing Managed Fund Shares
more competitive by applying uniform
listing standards with respect to
Managed Fund Shares.
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.
mstockstill on DSK3G9T082PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the Exchange consents, the Commission
shall: (a) by order approve or disapprove
such proposed rule change, or (b)
institute proceedings to determine
62 15
U.S.C. 78f(b)(8).
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whether the proposed rule change
should be 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–2016–104 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–2016–104. This
file number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
NASDAQ–2016–104 and should be
submitted on or before September 14,
2016.
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57977
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.63
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–20210 Filed 8–23–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78618; File No. SR–BOX–
2016–41]
Self-Regulatory Organizations; BOX
Options Exchange LLC; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change To Amend
the Fee Schedule on the BOX Market
LLC (‘‘BOX’’) Options Facility
August 18, 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 August
15, 2016, BOX Options Exchange LLC
(the ‘‘Exchange’’) 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 filed the proposed rule change
pursuant to Section 19(b)(3)(A)(ii) of the
Act,3 and Rule 19b–4(f)(2) thereunder,4
which renders the proposal 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 the Substance
of the Proposed Rule Change
The Exchange is filing with the
Securities and Exchange Commission
(‘‘Commission’’) a proposed rule change
to amend the Fee Schedule to make a
number of changes to the fees and
credits for PIP and COPIP Transactions
on the BOX Market LLC (‘‘BOX’’)
options facility. The text of the
proposed rule change is available from
the principal office of the Exchange, at
the Commission’s Public Reference
Room and also on the Exchange’s
Internet Web site at https://
boxexchange.com.
63 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)(ii).
4 17 CFR 240.19b–4(f)(2).
1 15
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II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in Sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
Fee Schedule for trading on BOX to
make a number of changes to the fees
and credits for PIP and COPIP
Transactions.5 Overall, the Exchange
proposes to amend the Fee Schedule to
differentiate between those PIP and
COPIP transactions where the PIP or
COPIP Order is from the account of a
Public Customer; and those PIP and
COPIP transactions where a PIP or
COPIP Order is from the account of a
Professional Customer, Broker Dealer or
Market Maker (‘‘Non-Public Customer’’).
While most PIP and COPIP Orders are
from the account of a Public Customer,
any type of BOX Participant may submit
a PIP or COPIP Order with a matching
contra order equal to the full size of the
PIP or COPIP Order to the PIP and
COPIP auction mechanisms. Therefore,
the Exchange believes this distinction is
appropriate, as the current fees, rebates,
and credits for PIP and COPIP
transactions within the BOX Fee
Schedule are meant to incentivize
Public Customer order flow to the PIP
and COPIP auctions. The Exchange
believes that similar incentives are not
necessary for Non-Public Customer PIP
and COPIP order flow and the proposed
fees and credits below are meant to
establish separate fees and credits for
Non-Public Customer PIP and COPIP
Order flow which, taken as a whole, do
not offer the same level of inducement.
Further, the Exchange notes that the
distinction between auction transactions
from a Public Customer versus a NonPublic Customer is already in place on
another options exchange.6
Exchange Fees
PIP and COPIP Orders
The Exchange proposes to adjust
certain fees for PIP and COPIP
Transactions. Currently, Professional
Customers, Broker Dealers and Market
Makers are assessed a fee of $0.15 for
PIP and COPIP Orders 7 and Public
Customers are assessed no fee. The
Exchange proposes to reduce the fees
assessed to Professional Customers,
Broker Dealers and Market Makers for
PIP and COPIP Orders in Penny and
Non-Penny Pilot Classes to $0.05.
Primary Improvement Order
Under the Primary Improvement
Order 8 tiered fee structure, the
Exchange assesses a per contract
execution fee to all Primary
Improvement Order executions initiated
by the particular Initiating Participant.
Percentage thresholds are calculated on
a monthly basis by totaling the Initiating
Participant’s Primary Improvement
Order volume submitted to BOX,
relative to the total national Customer
volume in multiply-listed options
classes.
The Exchange proposes to first add
language that will specify that the tiered
fee schedule for initiating participants
will only apply to Primary Improvement
Order executions where the
corresponding PIP or COPIP Order is
from the account of a Public Customer.
The Exchange then proposes to
introduce a flat per contract fee of $0.05
for all Primary Improvement Orders
where the corresponding PIP or COPIP
Order is from the account of a NonPublic Customer.
BOX Volume Rebate (‘‘BVR’’)
The Exchange then proposes to
amend Section I.B.2 of the Fee Schedule
(BVR). Under the current BVR, the
Exchange offers a tiered per contract
rebate for all PIP Orders and COPIP
orders of 100 contracts and under.
Percentage thresholds are calculated on
a monthly basis by totaling the
Participant’s PIP and COPIP volume
submitted to BOX, relative to the total
national Customer volume in multiplylisted options classes. The Exchange
proposes to add language that will
specify that only Public Customer PIP
and COPIP Orders are eligible for the
BVR.
Liquidity Fees and Credits
The Exchange then proposes to
amend Section II.A. of the BOX Fee
Schedule, Liquidity Fees and Credits for
PIP and COPIP transactions.
Specifically, the Exchange proposes to
amend Section II.A. to differentiate
between PIP and COPIP transactions
where the PIP and COPIP Orders are
from the accounts of Public Customers
and PIP and COPIP transactions where
the PIP and COPIP Orders are from the
accounts of Non-Public Customers.
First, the Exchange proposes to
specify that the current liquidity fees
and credits will only apply to PIP and
COPIP transactions where the PIP and
COPIP Order is from the account of a
Public Customer. The liquidity fees and
credits for these PIP and COPIP Orders,
the Primary Improvement Order and
any corresponding Improvement Orders
remain unchanged and will be as
follows:
Fee for adding
liquidity
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Non-Penny Pilot Classes .........................................................................................................................
Penny Pilot Classes .................................................................................................................................
$0.77
$0.38
Credit for removing
liquidity
($0.77)
($0.38)
The Exchange then proposes to
establish a new section for the Liquidity
Fees and Credits of PIP and COPIP
transactions where the PIP and COPIP
Order is from the account of a NonPublic Customer. First, the Exchange
proposes to specify that PIP or COPIP
Orders from the account of a Non-Public
Customer are assessed the ‘‘removal’’
credit only if the PIP or COPIP Order
does not trade with its contra order (the
Primary Improvement Order). The
5 Transactions executed through Price
Improvement Period (‘‘PIP’’) and the Complex
Order Price Improvement Period (‘‘COPIP’’) auction
mechanisms. All COPIP transactions will be
charged per contract per leg.
6 See Miami International Securities Exchange
LLC (‘‘MIAX’’) Fee Schedule Section I(A)(v)
available at https://www.miaxoptions.com/content/
fees.
7 A PIP Order or COPIP Order is a Customer
Order (an agency order for the account of either a
customer or a broker-dealer) designated for the PIP
or COPIP, respectively.
8 A Primary Improvement Order is the matching
contra order submitted to the PIP or COPIP on the
opposite side of the PIP or COPIP order.
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Exchange also proposes to specify that
only responses to PIP and COPIP Orders
from the account of a Non-Public
Customer that are executed in these
mechanisms, also known as
Improvement Orders, shall continue to
be charged the ‘‘add’’ fee. Specifically,
a PIP or COPIP Order from the account
of a Non-Public Customer that does not
trade with its Primary Improvement
Order, and the corresponding
Improvement Orders will subject to the
fees and credits in the following table:
Fee for adding
liquidity
Non-Penny Pilot Classes .........................................................................................................................
Penny Pilot Classes .................................................................................................................................
For example, if a Broker Dealer
submits a PIP Order for the account of
a Non-Public Customer to buy 100
contracts in the PIP and there are no
responders, the PIP Order would
execute against the matching Primary
Improvement Order to sell 100 contracts
and neither Order would be assessed a
liquidity fee or credit. If, instead, the
same PIP Order receives an
Improvement Order response to sell 75
contracts, at the end of the auction the
PIP Order would now execute against
the Improvement Order for 75 contracts
and the Primary Improvement Order for
25 contracts, and liquidity fees and
credits would only be assessed on the
75 contracts which executed against the
Improvement Order. Specifically, the 75
contracts from the PIP Order will
receive the removal credit and the 75
contracts from the Improvement Order
will be charged the add fee.
Lastly, the Exchange also proposes to
update the footnote numbering and
make other non-substantive technical
changes within the BOX Fee Schedule.
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the Act,
in general, and Section 6(b)(4) and
6(b)(5)of the Act,9 in particular, in that
it provides for the equitable allocation
of reasonable dues, fees, and other
charges among BOX Participants and
other persons using its facilities and
does not unfairly discriminate between
customers, issuers, brokers or dealers.
mstockstill on DSK3G9T082PROD with NOTICES
Exchange Fees
PIP and COPIP Transactions
The Exchange believes that reducing
the fees assessed to Professional
Customers, Broker Dealers and Market
Makers for PIP and COPIP Orders in
Penny and Non-Penny Pilot Classes is
reasonable, equitable, and not unfairly
discriminatory. In particular, the
Exchange believes that reducing these
fees will encourage auction order flow
to the Exchange, which will benefit all
market participants on the Exchange.
9 15
U.S.C. 78f(b)(4) and (5).
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BOX believes that the proposed fee
reductions from $0.15 to $0.05 are
reasonable and in line with similar fees
on other exchanges.10 Further, the
Exchange believes the $0.05 fee is
equitable and not unfairly
discriminatory, as it applies equally to
all Market Maker, Professional
Customers and Broker Dealers
submitting PIP and COPIP Orders to the
PIP and COPIP auction mechanisms.
The Exchange believes it is equitable
and not unfairly discriminatory to
charge these Non-Public Customers
more for their PIP and COPIP Orders in
Penny and Non-Penny Pilot Classes
than Public Customers. The practice of
incentivizing increased Public Customer
order flow is common in the options
markets.
Primary Improvement Order
The Exchange believes that adding
language to specify that the tiered fee
schedule for initiating participants will
only apply to Primary Improvement
Order executions where the
corresponding PIP or COPIP Order is
from the account of a Public Customer,
as well as introducing a flat per contract
fee of $0.05 for all Primary Improvement
Orders where the corresponding PIP or
COPIP Order is from the account of a
Non-Public Customer is reasonable,
equitable and not unfairly
discriminatory. The Exchange also
believes the proposed $0.05 fee for
Primary Improvement Order executions
where the corresponding PIP or COPIP
Order is from the account of a NonPublic Customer is reasonable, as it is
within the range of fees currently
assessed on all Primary Improvement
Orders on BOX.11 The Exchange
believes that this distinction is
reasonable and competitive, as it is
made on another options exchange.12
10 See MIAX Fee Schedule Section I(A)(v); Phlx
Pricing Schedule Section IV and ISE Fee Schedule
Section I. Comparable fees at these exchanges range
from $0.05 to $0.30.
11 For Primary Improvement Order executions,
contract fees range from $0.25 to $0.02.
12 PHLX also distinguishes between a PIXL Order
from the account of a Non-Customer as compared
to a PIXL Order from the account of a Customer.
See NASDAQ PHLX LLC (‘‘Phlx’’) Fee Schedule
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57979
$0.77
$0.38
Credit for removing
liquidity
($0.77)
($0.38)
Finally, the Exchange believes that
differentiating between Public Customer
and Non-Public Customer PIP and
COPIP Orders, and their corresponding
Primary Improvement Orders is
equitable and not unfairly
discriminatory. As stated above, the
current fees, credit and rebates for PIP
and COPIP transactions are meant to
encourage Public Customer order flow
to the PIP and COPIP auction
mechanisms. Specifically, the tiered fee
schedule for initiating participants
encourages Order Flow Providers to
submit Public Customer orders to the
PIP or COPIP to gain the benefit of a
lower fee. The Exchange believes that
this incentive is not necessary for NonPublic Customer PIP and COPIP order
flow and that the proposed flat $0.05 fee
is appropriate. Specifically, when taken
as a whole, the proposed Non-Public
Customer PIP and COPIP transactions
fees will result in the PIP or COPIP
Order always being assessed a $0.05 fee
with no rebate potential,13 and the
corresponding Primary Improvement
Order being assessed a flat $0.05 fee. In
comparison, the Initiating Participant’s
Primary Improvement Order for a Public
Customer PIP or COPIP Order could
potentially be assessed a fee as low as
$0.02,14 while the corresponding PIP or
COPIP Order would be assessed no fee
and could obtain a rebate of up $0.12
(PIP Orders) or $0.06 (COPIP Orders)
depending on the Participant’s volume.
BOX Volume Rebate
The Exchange believes the proposed
changes to the BVR are reasonable,
equitable and not unfairly
discriminatory. The BVR was adopted to
attract Public Customer order flow to
the Exchange by offering these
Section V. When a PIXL Order is contra to a PIXL
Auction Responder, a Customer PIXL Order will be
assessed $0.00 per contract where a Non-Customer
PIXL Order will be assessed $0.30 per contract in
Penny Pilot Options or $0.38 in Non-Penny Pilot
Options.
13 These transactions will be exempt from the
BVR.
14 The Exchange notes that a majority of Primary
Improvement Order executions are assessed Tier 4
and 5 fees within the tiered fee schedule for
Initiating Participants.
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mstockstill on DSK3G9T082PROD with NOTICES
Participants incentives to submit their
PIP and COPIP Orders to the
Exchange.15 As such, the Exchange
believes it is reasonable and appropriate
to exempt Non-Public Customer PIP and
COPIP Orders from the BVR. Further,
the Exchange believes this exemption is
equitable and not unfairly
discriminatory as it will apply to all
Non-Public Customers uniformly. As
stated above, providing specific
incentives for Public Customer volume
is common both within the options
industry and elsewhere in the BOX Fee
Schedule.
Liquidity Fees and Credits
The Exchange believes amending the
Liquidity Fees and Credits for PIP and
COPIP transactions to differentiate
between PIP and COPIP transactions
where the PIP or COPIP Order is from
the account of a Public Customer, and
the PIP or COPIP Order is from the
account of a Non-Public Customer is
reasonable, equitable and not unfairly
discriminatory. As stated above, the
current liquidity fees and credits for PIP
and COPIP transactions are focused on
incentivizing Public Customer order
flow to the PIP and COPIP auctions.
Therefore, the Exchange believes it is
equitable and not unfairly
discriminatory to establish different fees
and credits for Non-Public Customer
order flow to these auction mechanisms.
The Exchange notes that the liquidity
fees and credits for PIP and COPIP
transactions where the PIP and COPIP
Order is from the account of a Public
Customer remain unchanged.
Accordingly, the Exchange believes
the proposed liquidity fees and credits
for PIP and COPIP transactions where
the PIP or COPIP Order are from the
account of a Non-Public Customer are
reasonable, equitable and not unfairly
discriminatory as they are identical to
the current liquidity fees and credits
assessed for PIP and COPIP transactions
where the PIP or COPIP Order is from
the account of a Public Customer.
The Exchange also believes it is
reasonable, equitable and not unfairly
discriminatory to only apply the
liquidity fees and credits to the portion
of the PIP or COPIP Order from the
account of a Non-Public Customer that
does not trade with its contra order, and
the Improvement Order responses.
Liquidity fees and credits on BOX do
not directly result in revenue to BOX,
but are meant to incentivize Participants
to attract order flow. Because of the
value of Public Customer order flow, the
15 See Securities Exchange Release No. 73547
(November 6, 2014), 79 FR 67520 (November 13,
2014) (SR–BOX–2014–25).
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Exchange believes these incentives are
appropriate even if the Public Customer
PIP or COPIP Order is fully internalized
and trades only against its matching
Primary Improvement Order. However,
as stated above, the Exchange believes
that the same level of incentives is not
necessary for Non-Public Customer PIP
or COPIP order flow. Therefore, the
Exchange believes it reasonable to only
provide these incentives to the portion
of the Non-Public Customer PIP or
COPIP Orders where liquidity is being
added in the form of Improvement
Order responses. Further, the Exchanges
notes that the liquidity fees and credits
for transactions within the Facilitation
and Solicitation auction mechanism
(Section II.B. of the BOX Fee Schedule)
are assessed in a similar manner, and
that the distinction is also made within
the price improvement mechanism fees
and rebates on another exchange in the
options industry.16
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.
The Exchange believes that the
proposed adjustments to the Non-Public
Customer PIP and COPIP Transactions
fees will not impose a burden on
competition among various Exchange
Participants. Rather, BOX believes that
the changes will result in the
Participants being charged appropriately
for their Non-Public Customer PIP and
COPIP Transactions and is designed to
enhance competition in Auction
transactions on BOX. Submitting an
order is entirely voluntary and
Participants can determine which type
of order they wish to submit, if any, to
the Exchange.
The Exchange also believes that
amending the proposed liquidity fees
and credits for Non-Public Customer PIP
and COPIP Transactions will not impose
a burden on competition among various
Exchange Participants. The Exchange
believes that the proposed changes will
result these Participants being charged
or credited appropriately for these
transactions.
Finally, the Exchange notes that it
operates in a highly competitive market
in which market participants can
readily favor competing exchanges. In
such an environment, the Exchange
16 Under Section I of the ISE Fee Schedule, the
initiator receives a $0.35 ‘‘break-up’’ rebate only for
contracts that are submitted to the PIM that do not
trade with their contra order. The responder fee for
these Orders is only applied to any contracts for
which the rebate is provided.
PO 00000
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must continually review, and consider
adjusting, its fees and credits to remain
competitive with other exchanges. For
the reasons described above, the
Exchange believes that the proposed
rule change reflects this competitive
environment.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were 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 Exchange Act 17
and Rule 19b–4(f)(2) thereunder,18
because it establishes or changes a due,
or fee.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend the rule change if
it appears to the Commission that the
action is necessary or appropriate in the
public interest, for the protection of
investors, or would otherwise further
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 rulecomments@sec.gov. Please include File
Number SR–BOX–2016–41 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–BOX–2016–41. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
17 15
18 17
E:\FR\FM\24AUN1.SGM
U.S.C. 78s(b)(3)(A)(ii).
CFR 240.19b–4(f)(2).
24AUN1
Federal Register / Vol. 81, No. 164 / Wednesday, August 24, 2016 / Notices
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
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–BOX–
2016–41, and should be submitted on or
before September 14, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–20212 Filed 8–23–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–78614; File No. SR–
NYSEArca–2016–64]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Instituting
Proceedings To Determine Whether To
Approve or Disapprove Proposed Rule
Change, as Modified by Amendment
Nos. 1 and 2, To List and Trade Shares
of the AdvisorShares KIM Korea Equity
ETF
mstockstill on DSK3G9T082PROD with NOTICES
August 18, 2016.
On May 2, 2016, NYSE Arca, 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
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
20:16 Aug 23, 2016
Jkt 238001
list and trade shares (‘‘Shares’’) of the
AdvisorShares KIM Korea Equity ETF
(‘‘Fund’’) under NYSE Arca Equities
Rule 8.600. On May 13, 2016, the
Exchange submitted Amendment No. 1
to the proposed rule change.3 The
Commission published notice of the
proposed rule change, as modified by
Amendment No. 1, in the Federal
Register on May 23, 2016.4 On May 23,
2016, the Exchange submitted
Amendment No. 2 to the proposed rule
change.5 On July 7, 2016, pursuant to
Section 19(b)(2) of the Act,6 the
Commission designated a longer period
within which to approve the proposed
rule change, disapprove the proposed
rule change, or institute proceedings to
determine whether to disapprove the
proposed rule change.7 The Commission
received no comments on the proposed
rule change. This order institutes
proceedings under Section 19(b)(2)(B) of
the Act 8 to determine whether to
approve or disapprove the proposed
rule change, as modified by Amendment
Nos. 1 and 2.
I. The Exchange’s Description of the
Proposal 9
The Exchange proposes to list and
trade the Shares under NYSE Arca
Equities Rule 8.600, which governs the
listing and trading of Managed Fund
Shares on the Exchange. The Shares will
be offered by AdvisorShares Trust
(‘‘Trust’’), an open-end management
3 Amendment No. 1 replaced and superseded the
original filing in its entirety. Amendment No. 1 is
available at https://www.sec.gov/comments/srnysearca-2016-64/nysearca201664-1.pdf.
4 See Securities Exchange Act Release No. 34–
77847 (May 17, 2016), 81 FR 32364 (NYSEArca–
2016–64) (‘‘Notice’’).
5 In Amendment No. 2, which replaced and
superseded the original filing in its entirety, the
Exchange clarified certain statements relating to the
Fund’s investments in Depositary Receipts and
certain representations by the Exchange relating to
surveillance. Amendment No. 2 is available at
https://www.sec.gov/comments/sr-nysearca-201664/nysearca201664-2.pdf. Because Amendment No.
2 does not materially alter the substance of the
proposed rule change or raise unique or novel
regulatory issues, Amendment No. 2 is not subject
to notice and comment.
6 15 U.S.C. 78s(b)(2).
7 See Securities Exchange Act Release No. 78240,
81 FR 45332 (July 13, 2016). The Commission
designated August 21, 2016, as the date by which
the Commission would either approve or
disapprove, or institute proceedings to determine
whether to disapprove, the proposed rule change.
8 15 U.S.C. 78s(b)(2)(B).
9 Additional information regarding the Fund, the
Shares, and the Trust (as defined herein), including
investment strategies, risks, creation and
redemption procedures, fees, portfolio holdings,
disclosure policies, calculation of net asset value,
distributions, and taxes, among other things, can be
found in the Notice and the Registration Statement,
as applicable. See Notice, supra note 4, and
Registration Statement, infra note 10.
PO 00000
Frm 00105
Fmt 4703
Sfmt 4703
57981
investment company.10 The investment
adviser to the Fund will be
AdvisorShares Investments LLC
(‘‘Adviser’’) and Korea Investment
Management Co., Ltd. will be the Fund’s
sub-adviser (‘‘Sub-Adviser’’). Foreside
Fund Services, LLC will be the principal
underwriter and distributor of the
Fund’s Shares, and the Bank of New
York Mellon will serve as the
administrator, custodian, and transfer
agent for the Fund.
The Fund’s Principal Investments
The Exchange states that the
investment objective of the Fund will be
to seek to provide long-term capital
appreciation above the capital
appreciation of its primary benchmark,
the MSCI Korea Index, and other Koreafocused indexes. The Fund will seek to
achieve its investment objective by
investing primarily in growth-oriented
stocks of any capitalization range listed
on the Korea Exchange. Under normal
circumstances,11 the Fund will invest at
least 80% of its net assets (plus any
borrowings for investment purposes) in
equity securities listed on the Korea
Exchange.12
The Exchange states that the SubAdviser will manage the Fund’s
portfolio by buying and holding stocks
of companies at attractive valuation that
it believes have growth potential. The
Sub-Adviser will focus on corporate
fundamental research in its stock
selection, often called ‘‘bottom up’’
analysis. The Sub-Adviser will invest
the Fund’s assets with a mid- to- longterm view, typically seeking to avoid
short-term trading. In selecting
investments for the Fund’s portfolio, the
Sub-Adviser will place emphasis on
fundamentals rather than on short-term
momentum and continuously monitor
market risks. In deciding whether to sell
10 The Exchange states that the Trust is registered
under the Investment Company Act of 1940 (‘‘1940
Act’’) and that on March 25, 2016, the Trust filed
with the Commission amendments to its
registration statement on Form N–1A under the
Securities Act of 1933 (‘‘Securities Act’’) and under
the 1940 Act relating to the Fund (File Nos. 333–
157876 and 811–22110) (‘‘Registration Statement’’).
In addition, the Exchange states that the
Commission has issued an order granting certain
exemptive relief to the Trust under the 1940 Act.
See Investment Company Act Release No.
29291(May 28, 2010) (File No. 812–13677).
11 The Exchange states that the term ‘‘under
normal circumstances’’ means, without limitation,
the absence of extreme volatility or trading halts in
the equity markets or the financial markets
generally; operational issues causing dissemination
of inaccurate market information; or force majeure
type events such as systems failure, natural or manmade disaster, act of God, armed conflict, act of
terrorism, riot or labor disruption or any similar
intervening circumstance.
12 The Korea Exchange is a member of the
Intermarket Surveillance Group (‘‘ISG’’).
E:\FR\FM\24AUN1.SGM
24AUN1
Agencies
[Federal Register Volume 81, Number 164 (Wednesday, August 24, 2016)]
[Notices]
[Pages 57977-57981]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-20212]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-78618; File No. SR-BOX-2016-41]
Self-Regulatory Organizations; BOX Options Exchange LLC; Notice
of Filing and Immediate Effectiveness of a Proposed Rule Change To
Amend the Fee Schedule on the BOX Market LLC (``BOX'') Options Facility
August 18, 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 August 15, 2016, BOX Options Exchange LLC (the ``Exchange'')
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 filed the
proposed rule change pursuant to Section 19(b)(3)(A)(ii) of the Act,\3\
and Rule 19b-4(f)(2) thereunder,\4\ which renders the proposal
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 the
Substance of the Proposed Rule Change
The Exchange is filing with the Securities and Exchange Commission
(``Commission'') a proposed rule change to amend the Fee Schedule to
make a number of changes to the fees and credits for PIP and COPIP
Transactions on the BOX Market LLC (``BOX'') options facility. The text
of the proposed rule change is available from the principal office of
the Exchange, at the Commission's Public Reference Room and also on the
Exchange's Internet Web site at https://boxexchange.com.
[[Page 57978]]
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
Sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule for trading on BOX
to make a number of changes to the fees and credits for PIP and COPIP
Transactions.\5\ Overall, the Exchange proposes to amend the Fee
Schedule to differentiate between those PIP and COPIP transactions
where the PIP or COPIP Order is from the account of a Public Customer;
and those PIP and COPIP transactions where a PIP or COPIP Order is from
the account of a Professional Customer, Broker Dealer or Market Maker
(``Non-Public Customer''). While most PIP and COPIP Orders are from the
account of a Public Customer, any type of BOX Participant may submit a
PIP or COPIP Order with a matching contra order equal to the full size
of the PIP or COPIP Order to the PIP and COPIP auction mechanisms.
Therefore, the Exchange believes this distinction is appropriate, as
the current fees, rebates, and credits for PIP and COPIP transactions
within the BOX Fee Schedule are meant to incentivize Public Customer
order flow to the PIP and COPIP auctions. The Exchange believes that
similar incentives are not necessary for Non-Public Customer PIP and
COPIP order flow and the proposed fees and credits below are meant to
establish separate fees and credits for Non-Public Customer PIP and
COPIP Order flow which, taken as a whole, do not offer the same level
of inducement. Further, the Exchange notes that the distinction between
auction transactions from a Public Customer versus a Non-Public
Customer is already in place on another options exchange.\6\
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\5\ Transactions executed through Price Improvement Period
(``PIP'') and the Complex Order Price Improvement Period (``COPIP'')
auction mechanisms. All COPIP transactions will be charged per
contract per leg.
\6\ See Miami International Securities Exchange LLC (``MIAX'')
Fee Schedule Section I(A)(v) available at https://www.miaxoptions.com/content/fees.
---------------------------------------------------------------------------
Exchange Fees
PIP and COPIP Orders
The Exchange proposes to adjust certain fees for PIP and COPIP
Transactions. Currently, Professional Customers, Broker Dealers and
Market Makers are assessed a fee of $0.15 for PIP and COPIP Orders \7\
and Public Customers are assessed no fee. The Exchange proposes to
reduce the fees assessed to Professional Customers, Broker Dealers and
Market Makers for PIP and COPIP Orders in Penny and Non-Penny Pilot
Classes to $0.05.
---------------------------------------------------------------------------
\7\ A PIP Order or COPIP Order is a Customer Order (an agency
order for the account of either a customer or a broker-dealer)
designated for the PIP or COPIP, respectively.
---------------------------------------------------------------------------
Primary Improvement Order
Under the Primary Improvement Order \8\ tiered fee structure, the
Exchange assesses a per contract execution fee to all Primary
Improvement Order executions initiated by the particular Initiating
Participant. Percentage thresholds are calculated on a monthly basis by
totaling the Initiating Participant's Primary Improvement Order volume
submitted to BOX, relative to the total national Customer volume in
multiply-listed options classes.
---------------------------------------------------------------------------
\8\ A Primary Improvement Order is the matching contra order
submitted to the PIP or COPIP on the opposite side of the PIP or
COPIP order.
---------------------------------------------------------------------------
The Exchange proposes to first add language that will specify that
the tiered fee schedule for initiating participants will only apply to
Primary Improvement Order executions where the corresponding PIP or
COPIP Order is from the account of a Public Customer. The Exchange then
proposes to introduce a flat per contract fee of $0.05 for all Primary
Improvement Orders where the corresponding PIP or COPIP Order is from
the account of a Non-Public Customer.
BOX Volume Rebate (``BVR'')
The Exchange then proposes to amend Section I.B.2 of the Fee
Schedule (BVR). Under the current BVR, the Exchange offers a tiered per
contract rebate for all PIP Orders and COPIP orders of 100 contracts
and under. Percentage thresholds are calculated on a monthly basis by
totaling the Participant's PIP and COPIP volume submitted to BOX,
relative to the total national Customer volume in multiply-listed
options classes. The Exchange proposes to add language that will
specify that only Public Customer PIP and COPIP Orders are eligible for
the BVR.
Liquidity Fees and Credits
The Exchange then proposes to amend Section II.A. of the BOX Fee
Schedule, Liquidity Fees and Credits for PIP and COPIP transactions.
Specifically, the Exchange proposes to amend Section II.A. to
differentiate between PIP and COPIP transactions where the PIP and
COPIP Orders are from the accounts of Public Customers and PIP and
COPIP transactions where the PIP and COPIP Orders are from the accounts
of Non-Public Customers.
First, the Exchange proposes to specify that the current liquidity
fees and credits will only apply to PIP and COPIP transactions where
the PIP and COPIP Order is from the account of a Public Customer. The
liquidity fees and credits for these PIP and COPIP Orders, the Primary
Improvement Order and any corresponding Improvement Orders remain
unchanged and will be as follows:
------------------------------------------------------------------------
Fee for adding Credit for
liquidity removing liquidity
------------------------------------------------------------------------
Non-Penny Pilot Classes......... $0.77 ($0.77)
Penny Pilot Classes............. $0.38 ($0.38)
------------------------------------------------------------------------
The Exchange then proposes to establish a new section for the
Liquidity Fees and Credits of PIP and COPIP transactions where the PIP
and COPIP Order is from the account of a Non-Public Customer. First,
the Exchange proposes to specify that PIP or COPIP Orders from the
account of a Non-Public Customer are assessed the ``removal'' credit
only if the PIP or COPIP Order does not trade with its contra order
(the Primary Improvement Order). The
[[Page 57979]]
Exchange also proposes to specify that only responses to PIP and COPIP
Orders from the account of a Non-Public Customer that are executed in
these mechanisms, also known as Improvement Orders, shall continue to
be charged the ``add'' fee. Specifically, a PIP or COPIP Order from the
account of a Non-Public Customer that does not trade with its Primary
Improvement Order, and the corresponding Improvement Orders will
subject to the fees and credits in the following table:
------------------------------------------------------------------------
Fee for adding Credit for
liquidity removing liquidity
------------------------------------------------------------------------
Non-Penny Pilot Classes......... $0.77 ($0.77)
Penny Pilot Classes............. $0.38 ($0.38)
------------------------------------------------------------------------
For example, if a Broker Dealer submits a PIP Order for the account
of a Non-Public Customer to buy 100 contracts in the PIP and there are
no responders, the PIP Order would execute against the matching Primary
Improvement Order to sell 100 contracts and neither Order would be
assessed a liquidity fee or credit. If, instead, the same PIP Order
receives an Improvement Order response to sell 75 contracts, at the end
of the auction the PIP Order would now execute against the Improvement
Order for 75 contracts and the Primary Improvement Order for 25
contracts, and liquidity fees and credits would only be assessed on the
75 contracts which executed against the Improvement Order.
Specifically, the 75 contracts from the PIP Order will receive the
removal credit and the 75 contracts from the Improvement Order will be
charged the add fee.
Lastly, the Exchange also proposes to update the footnote numbering
and make other non-substantive technical changes within the BOX Fee
Schedule.
2. Statutory Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(b) of the Act, in general, and Section
6(b)(4) and 6(b)(5)of the Act,\9\ in particular, in that it provides
for the equitable allocation of reasonable dues, fees, and other
charges among BOX Participants and other persons using its facilities
and does not unfairly discriminate between customers, issuers, brokers
or dealers.
---------------------------------------------------------------------------
\9\ 15 U.S.C. 78f(b)(4) and (5).
---------------------------------------------------------------------------
Exchange Fees
PIP and COPIP Transactions
The Exchange believes that reducing the fees assessed to
Professional Customers, Broker Dealers and Market Makers for PIP and
COPIP Orders in Penny and Non-Penny Pilot Classes is reasonable,
equitable, and not unfairly discriminatory. In particular, the Exchange
believes that reducing these fees will encourage auction order flow to
the Exchange, which will benefit all market participants on the
Exchange. BOX believes that the proposed fee reductions from $0.15 to
$0.05 are reasonable and in line with similar fees on other
exchanges.\10\ Further, the Exchange believes the $0.05 fee is
equitable and not unfairly discriminatory, as it applies equally to all
Market Maker, Professional Customers and Broker Dealers submitting PIP
and COPIP Orders to the PIP and COPIP auction mechanisms. The Exchange
believes it is equitable and not unfairly discriminatory to charge
these Non-Public Customers more for their PIP and COPIP Orders in Penny
and Non-Penny Pilot Classes than Public Customers. The practice of
incentivizing increased Public Customer order flow is common in the
options markets.
---------------------------------------------------------------------------
\10\ See MIAX Fee Schedule Section I(A)(v); Phlx Pricing
Schedule Section IV and ISE Fee Schedule Section I. Comparable fees
at these exchanges range from $0.05 to $0.30.
---------------------------------------------------------------------------
Primary Improvement Order
The Exchange believes that adding language to specify that the
tiered fee schedule for initiating participants will only apply to
Primary Improvement Order executions where the corresponding PIP or
COPIP Order is from the account of a Public Customer, as well as
introducing a flat per contract fee of $0.05 for all Primary
Improvement Orders where the corresponding PIP or COPIP Order is from
the account of a Non-Public Customer is reasonable, equitable and not
unfairly discriminatory. The Exchange also believes the proposed $0.05
fee for Primary Improvement Order executions where the corresponding
PIP or COPIP Order is from the account of a Non-Public Customer is
reasonable, as it is within the range of fees currently assessed on all
Primary Improvement Orders on BOX.\11\ The Exchange believes that this
distinction is reasonable and competitive, as it is made on another
options exchange.\12\ Finally, the Exchange believes that
differentiating between Public Customer and Non-Public Customer PIP and
COPIP Orders, and their corresponding Primary Improvement Orders is
equitable and not unfairly discriminatory. As stated above, the current
fees, credit and rebates for PIP and COPIP transactions are meant to
encourage Public Customer order flow to the PIP and COPIP auction
mechanisms. Specifically, the tiered fee schedule for initiating
participants encourages Order Flow Providers to submit Public Customer
orders to the PIP or COPIP to gain the benefit of a lower fee. The
Exchange believes that this incentive is not necessary for Non-Public
Customer PIP and COPIP order flow and that the proposed flat $0.05 fee
is appropriate. Specifically, when taken as a whole, the proposed Non-
Public Customer PIP and COPIP transactions fees will result in the PIP
or COPIP Order always being assessed a $0.05 fee with no rebate
potential,\13\ and the corresponding Primary Improvement Order being
assessed a flat $0.05 fee. In comparison, the Initiating Participant's
Primary Improvement Order for a Public Customer PIP or COPIP Order
could potentially be assessed a fee as low as $0.02,\14\ while the
corresponding PIP or COPIP Order would be assessed no fee and could
obtain a rebate of up $0.12 (PIP Orders) or $0.06 (COPIP Orders)
depending on the Participant's volume.
---------------------------------------------------------------------------
\11\ For Primary Improvement Order executions, contract fees
range from $0.25 to $0.02.
\12\ PHLX also distinguishes between a PIXL Order from the
account of a Non-Customer as compared to a PIXL Order from the
account of a Customer. See NASDAQ PHLX LLC (``Phlx'') Fee Schedule
Section V. When a PIXL Order is contra to a PIXL Auction Responder,
a Customer PIXL Order will be assessed $0.00 per contract where a
Non-Customer PIXL Order will be assessed $0.30 per contract in Penny
Pilot Options or $0.38 in Non-Penny Pilot Options.
\13\ These transactions will be exempt from the BVR.
\14\ The Exchange notes that a majority of Primary Improvement
Order executions are assessed Tier 4 and 5 fees within the tiered
fee schedule for Initiating Participants.
---------------------------------------------------------------------------
BOX Volume Rebate
The Exchange believes the proposed changes to the BVR are
reasonable, equitable and not unfairly discriminatory. The BVR was
adopted to attract Public Customer order flow to the Exchange by
offering these
[[Page 57980]]
Participants incentives to submit their PIP and COPIP Orders to the
Exchange.\15\ As such, the Exchange believes it is reasonable and
appropriate to exempt Non-Public Customer PIP and COPIP Orders from the
BVR. Further, the Exchange believes this exemption is equitable and not
unfairly discriminatory as it will apply to all Non-Public Customers
uniformly. As stated above, providing specific incentives for Public
Customer volume is common both within the options industry and
elsewhere in the BOX Fee Schedule.
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\15\ See Securities Exchange Release No. 73547 (November 6,
2014), 79 FR 67520 (November 13, 2014) (SR-BOX-2014-25).
---------------------------------------------------------------------------
Liquidity Fees and Credits
The Exchange believes amending the Liquidity Fees and Credits for
PIP and COPIP transactions to differentiate between PIP and COPIP
transactions where the PIP or COPIP Order is from the account of a
Public Customer, and the PIP or COPIP Order is from the account of a
Non-Public Customer is reasonable, equitable and not unfairly
discriminatory. As stated above, the current liquidity fees and credits
for PIP and COPIP transactions are focused on incentivizing Public
Customer order flow to the PIP and COPIP auctions. Therefore, the
Exchange believes it is equitable and not unfairly discriminatory to
establish different fees and credits for Non-Public Customer order flow
to these auction mechanisms. The Exchange notes that the liquidity fees
and credits for PIP and COPIP transactions where the PIP and COPIP
Order is from the account of a Public Customer remain unchanged.
Accordingly, the Exchange believes the proposed liquidity fees and
credits for PIP and COPIP transactions where the PIP or COPIP Order are
from the account of a Non-Public Customer are reasonable, equitable and
not unfairly discriminatory as they are identical to the current
liquidity fees and credits assessed for PIP and COPIP transactions
where the PIP or COPIP Order is from the account of a Public Customer.
The Exchange also believes it is reasonable, equitable and not
unfairly discriminatory to only apply the liquidity fees and credits to
the portion of the PIP or COPIP Order from the account of a Non-Public
Customer that does not trade with its contra order, and the Improvement
Order responses. Liquidity fees and credits on BOX do not directly
result in revenue to BOX, but are meant to incentivize Participants to
attract order flow. Because of the value of Public Customer order flow,
the Exchange believes these incentives are appropriate even if the
Public Customer PIP or COPIP Order is fully internalized and trades
only against its matching Primary Improvement Order. However, as stated
above, the Exchange believes that the same level of incentives is not
necessary for Non-Public Customer PIP or COPIP order flow. Therefore,
the Exchange believes it reasonable to only provide these incentives to
the portion of the Non-Public Customer PIP or COPIP Orders where
liquidity is being added in the form of Improvement Order responses.
Further, the Exchanges notes that the liquidity fees and credits for
transactions within the Facilitation and Solicitation auction mechanism
(Section II.B. of the BOX Fee Schedule) are assessed in a similar
manner, and that the distinction is also made within the price
improvement mechanism fees and rebates on another exchange in the
options industry.\16\
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\16\ Under Section I of the ISE Fee Schedule, the initiator
receives a $0.35 ``break-up'' rebate only for contracts that are
submitted to the PIM that do not trade with their contra order. The
responder fee for these Orders is only applied to any contracts for
which the rebate is provided.
---------------------------------------------------------------------------
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.
The Exchange believes that the proposed adjustments to the Non-
Public Customer PIP and COPIP Transactions fees will not impose a
burden on competition among various Exchange Participants. Rather, BOX
believes that the changes will result in the Participants being charged
appropriately for their Non-Public Customer PIP and COPIP Transactions
and is designed to enhance competition in Auction transactions on BOX.
Submitting an order is entirely voluntary and Participants can
determine which type of order they wish to submit, if any, to the
Exchange.
The Exchange also believes that amending the proposed liquidity
fees and credits for Non-Public Customer PIP and COPIP Transactions
will not impose a burden on competition among various Exchange
Participants. The Exchange believes that the proposed changes will
result these Participants being charged or credited appropriately for
these transactions.
Finally, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing exchanges. In such an environment, the Exchange must
continually review, and consider adjusting, its fees and credits to
remain competitive with other exchanges. For the reasons described
above, the Exchange believes that the proposed rule change reflects
this competitive environment.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were 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 Exchange Act \17\ and Rule 19b-4(f)(2)
thereunder,\18\ because it establishes or changes a due, or fee.
---------------------------------------------------------------------------
\17\ 15 U.S.C. 78s(b)(3)(A)(ii).
\18\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend the rule
change if it appears to the Commission that the action is necessary or
appropriate in the public interest, for the protection of investors, or
would otherwise further 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-BOX-2016-41 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-BOX-2016-41. This file
number should be included on the subject line if email is used. To help
the Commission process and review your
[[Page 57981]]
comments more efficiently, please use only one method. The Commission
will post all comments on the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent
amendments, all written statements with respect to the proposed rule
change that are filed with the Commission, and all written
communications relating to the proposed rule change between the
Commission and any person, other than those that may be withheld from
the public in accordance with the provisions of 5 U.S.C. 552, will be
available for Web site viewing and printing in the Commission's Public
Reference Room, 100 F Street NE., Washington, DC 20549 on official
business days between the hours of 10:00 a.m. and 3:00 p.m. Copies of
such filing also will be available for inspection and copying at the
principal 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-BOX-2016-41, and should be submitted on or before
September 14, 2016.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\19\
---------------------------------------------------------------------------
\19\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-20212 Filed 8-23-16; 8:45 am]
BILLING CODE 8011-01-P