Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Adopt a New Rule 213, 69560-69562 [2016-24147]
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69560
Federal Register / Vol. 81, No. 194 / Thursday, October 6, 2016 / Notices
Redmond Reinsurance Investment
Interval Fund [File No. 811–23041]
Summary: Applicant, a closed-end
investment company, seeks an order
declaring that it has ceased to be an
investment company. Applicant has
never made a public offering of its
securities and does not propose to make
a public offering or engage in business
of any kind.
Filing Date: The application was filed
on September 15, 2016.
Applicant’s Address: 101 East
Lancaster Avenue, Suite 201, Wayne,
PA 19087.
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Brent J. Fields,
Secretary.
[FR Doc. 2016–24150 Filed 10–5–16; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–79014; File No. SR–ISE–
2016–24]
September 30, 2016.
sradovich on DSK3GMQ082PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 28, 2016, the International
Securities Exchange, LLC (‘‘ISE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to adopt a
new Rule 213 entitled, ‘‘Collection of
Exchange Fees and Other Claims’’ to
require Members to provide a clearing
account number at the National
Securities Clearing Corporation
(‘‘NSCC’’) for purposes of permitting the
Exchange to debit any undisputed or
final fees, fines, charges and/or other
monetary sanctions or monies due and
owing to the Exchange.
U.S.C. 78s(b)(1).
CFR 240.19b–4.
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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.
1. Purpose
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of Proposed Rule
Change To Adopt a New Rule 213
2 17
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
1 15
The text of the proposed rule change
is available on the Exchange’s Web site
at www.ise.com, at the principal office
of the Exchange, and at the
Commission’s Public Reference Room.
The purpose of the proposed rule
change is to collect undisputed or final
fees, fines, charges and/or other
monetary sanctions or monies due and
owing to the Exchange through NSCC.3
This proposal will provide a cost
savings to the Exchange in that it will
alleviate administrative processes
related to the collection of monies owed
to the Exchange.4 Collection matters
divert staff resources away from the
Exchange’s regulatory and business
purposes. In addition, the debiting
process will prevent Member accounts
from becoming overdue. The Exchange
notes that it has a billing dispute policy.
The Exchange proposes to adopt new
Rule 213 and require Members, and all
applicants for registration as such to
provide a clearing account number for
an account at NSCC for purposes of
permitting the Exchange to debit any
undisputed or final fees, fines, charges
and/or other monetary sanctions or
monies due and owing to the Exchange
or other charges related to Rules 205,
206, 207, 208, 209, and 210.5
The Exchange will send a monthly
invoice 6 to each Member on
3 The Exchange will not debit accounts for fees
that are unusually large or for special
circumstances, unless such debiting is requested by
the Member.
4 Today, some fees are collected through The
Options Clearing Corporation, but not all fees.
5 See ISE Rules 205 (Access Fees), 206
(Transaction Fees), 207 (Communication Fees), 208
(Regulatory Fees or Charges), 209 (Transfer Fees)
and 210 (Liability for Payment of Fees).
6 The monthly invoice will indicate that the
amount on the invoice will be debited from the
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Sfmt 4703
approximately the 4th–6th business day
of the following month.7 The Exchange
will also send a file to NSCC each
month on approximately the 23rd of the
following month to initiate the debit of
the appropriate amount stated on the
Member’s invoice for the prior month.
Because the Members will receive an
invoice well before any monies are
debited (normally within two weeks),
the Members will have adequate time to
contact the staff with any questions
concerning their invoice. If a Member
disputes an invoice, the Exchange will
not include the disputed amount in the
debit if the Member has disputed the
amount in writing to the Exchange’s
designated staff by the 15th of the
month, or the following business day if
the 15th is not a business day, and the
amount in dispute is at least $10,000 or
greater.
Once NSCC receives the file from the
Exchange, NSCC would proceed to debit
the amounts indicated from the Clearing
Members’ account. In the instance
where the Member clears through an
Exchange Clearing Member, the
estimated transactions fees owed to the
Exchange are reconciled daily by the
Clearing Member to ensure adequate
funds have been escrowed. The
Exchange would debit any monies owed
including undisputed or final fees,8
fines, charges and/or other monetary
sanctions or monies due and owing to
the Exchange.9
The Exchange proposes this rule
change become operative on October 1,
2016. On November 23, 2016, the
Exchange will debit October 2016
billing pursuant to the process
described in this rule change.10 The
designated NSCC account. Each month, the
Exchange will send a file to the Member’s clearing
firm which will indicate the amounts to be debited
from each Member. If a Member is ‘‘self-clearing,’’
no such file would be sent as the Member would
receive the invoice, as noted above, which would
indicate the amount to be debited.
7 By way of example, October invoices would be
sent on November 7th.
8 Exchange fees are noted on the Exchange Fee
Schedule.
9 This includes, among other things, fines which
result from the imposition of fines pursuant to
Rules 1611, Judgment and Sanction; and 1614,
Imposition of Fines for Minor Rules Violations.
With respect to disciplinary sanctions that are
imposed by either the Business Conduct Committee
or a Hearing Panel, the Exchange would not debit
any monies until such action is final. The Exchange
would not consider an action final until all appeal
periods have run and/or all appeal timeframes are
exhausted. With respect to non-disciplinary actions,
the Exchange would similarly not take action to
debit a Member account until all appeal periods
have run and/or all appeal timeframes are
exhausted. Any uncontested disciplinary or nondisciplinary actions will be debited, and the
amount due will appear on the Member’s invoice
prior to the actual NSCC debit.
10 The initial debit will include all outstanding
fees through October 1, 2016.
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Federal Register / Vol. 81, No. 194 / Thursday, October 6, 2016 / Notices
Exchange will notify Members of this
rule change to provide its Members
ample time to provide the Exchange
with the information necessary for the
direct debit and prepare for the change
to the collection process.
sradovich on DSK3GMQ082PROD with NOTICES
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,11 in general, and furthers the
objectives of Section 6(b)(5) of the Act,12
in particular, in that it is designed to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general to protect investors and the
public interest by providing Members
with an efficient process to pay
undisputed or final fees, fines, charges
and/or monetary sanctions or monies
dues and owing to the Exchange.
The Exchange believes that its
proposal to debit NSCC accounts is
reasonable because it would ease the
Member’s administrative burden in
paying monthly invoices, avoid overdue
balances and provide same day
collection from all Members who owe
monies to the Exchange. The Exchange
has a billing dispute. [sic] The Member
may dispute the invoice prior to the
debit. This policy also lowers the
Exchange’s administrative costs because
staff resources would not be diverted to
review of untimely requests regarding
billing.
The Exchange believes that its
proposal to debit NSCC accounts is
equitable and not unfairly
discriminatory because it will apply to
all Members in a uniform manner.
Today, the debit process is applied at all
Nasdaq exchanges.13
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act. With this
proposal, the proposed debit process
would apply uniformly to all Members.
Further, this proposal would provide
a cost savings to the Exchange in that it
would alleviate administrative
11 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
13 See NASDAQ Phlx LLC Rule 909, The
NASDAQ Stock Market LLC Rule 7007, NASDAQ
Options Market LLC Rules at Chapter XV, Section
1, NASDAQ BX, Inc. Rule 7011 and BX Option
Rules at Chapter XV, Section 1 (collectively
‘‘Nasdaq exchanges.’’)
12 15
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processes related to the collection of
monies owed to the Exchange.
Collection matters divert staff resources
away from the Exchange’s regulatory
and business purposes. In addition, the
debiting process would prevent Member
accounts from becoming overdue.
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
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A)(iii) of the Act 14 and
subparagraph (f)(6) of Rule 19b–4
thereunder.15
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative prior to 30 days after
the date of filing. However, Rule 19b–
4(f)(6)(iii) 16 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. In its
filing with the Commission, the
Exchange requests that the Commission
waive the 30-day operative delay. The
Exchange proposes that the proposed
rule change become operative on
October 1, 2016. On November 23, 2016,
the Exchange would debit October 2016
billing pursuant to the process set forth
in the proposed rule change. The
Exchange represents that waiver of the
30-day operative delay would allow it to
conform its billing processes similar to
the process in place at the various
Nasdaq exchanges.17 The Exchange
notes that all ISE Members have an
NSCC account or have a clearing firm
with an NSCC account. Direct debit is
an options industry standard. According
to the Exchange, all members should be
able to provide ISE with an NSCC
account prior to the date of the
14 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
the proposed rule change at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Exchange has satisfied this
requirement.
16 17 CFR 240.19b–4(f)(6)(iii).
17 See supra note 13.
15 17
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69561
November 23, 2016 debit. Further, the
Exchange believes that this process will
alleviate administrative processes
related to the collection of monies owed
to the Exchange. For these reasons, the
Commission believes that waiver of the
30-day operative delay is consistent
with the protection of investors and the
public interest. Therefore, the
Commission designates the proposed
rule change to be operative upon
filing.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. 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–
ISE–2016–24 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–ISE–2016–24. 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
18 For purposes only of waiving the 30-day
operative delay, the Commission also has
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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69562
Federal Register / Vol. 81, No. 194 / Thursday, October 6, 2016 / Notices
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–ISE–
2016–24 and should be submitted on or
before October 27, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–24147 Filed 10–5–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79017; File No. SR–
NYSEARCA–2016–123]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Notice of Filing of Partial
Amendment No. 1 and Order Granting
Accelerated Approval of a Proposed
Rule Change, as Modified by Partial
Amendment No. 1, Amending Rule 7.46
Relating to the Exchange’s Order
Types To Implement the Tick Size Pilot
Program
sradovich on DSK3GMQ082PROD with NOTICES
September 30, 2016.
I. Introduction
On August 25, 2016, NYSE Arca, Inc.
(‘‘Exchange’’ or ‘‘NYSE Arca’’) 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: (1) Change system
functionality to implement the Plan to
Implement a Tick Size Pilot Program
(‘‘Plan’’ or ‘‘Pilot’’) 3 submitted to the
19 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 74892
(May 6, 2015), 80 FR 27513 (May 13, 2015)
(‘‘Approval Order’’). Unless otherwise specified,
capitalized terms used in this rule filing are defined
as set forth in the Plan.
1 15
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18:46 Oct 05, 2016
Jkt 241001
Commission pursuant to Rule 608 of
Regulation NMS 4 under the Act; (2)
clarify the operation of certain
exceptions to the Trade-at Prohibition 5
on Pilot Securities in Test Group Three;
(3) amend the Limit Up/Limit Down
(‘‘LULD’’) price controls pursuant to the
Regulation NMS Plan to Address
Extraordinary Market Volatility (‘‘LULD
Plan’’); 6 and (4) amend the Exchange’s
limit order price protection rule. The
proposed rule change was published for
comment in the Federal Register on
September 15, 2016.7 The Commission
received two comment letters in
response to the Notice.8 On September
27, 2016, the Exchange filed a partial
amendment to the proposed rule change
(‘‘Amendment No. 1’’).9
This order provides notice of filing of
Amendment No. 1 and approves the
proposal, as modified by Amendment
No. 1, on an accelerated basis.
II. Description of the Amended
Proposal
The Exchange proposes to: (1) Change
system functionality to implement the
Plan; (2) clarify the operation of certain
exceptions to the Trade-at Prohibition
on Pilot Securities in Test Group Three;
(3) amend the LULD price controls
pursuant to the LULD Plan; and (4)
amend the Exchange’s limit order price
protection rule.
4 17
CFR 242.608.
Rule 7.46(e)(4)(A) defines the ‘‘Tradeat Prohibition’’ to mean the prohibition against
executions by a Trading Center of a sell order for
a Pilot Security at the price of a Protected Bid or
the execution of a buy order for a Pilot Security at
the price of a Protected Offer during regular trading
hours. See also Plan Section I(LL) and Plan Section
VI(D).
6 See Securities Exchange Act Release No. 67091
(May 31, 2012), 77 FR 33498 (June 6, 2012) (File
No. 4–631).
7 Securities Exchange Act Release No. 78801
(September 9, 2016), 81 FR 63525 (‘‘Notice’’).
8 See Letters from Eric Swanson, EVP, General
Counsel, Bats Global Markets, Inc., Elizabeth K.
King, General Counsel and Corporate Secretary,
New York Stock Exchange; and Thomas A.
Wittman, EVP, Global Head of Equities, Nasdaq,
Inc., dated September 9, 2016 (‘‘Comment Letter
No. 1’’); and Eric Swanson, EVP, General Counsel,
Bats Global Markets, Inc., dated September 12, 2016
(‘‘Comment Letter No. 2’’).
9 In Amendment No. 1, the Exchange proposes to
do the following: (1) Delete the proposal to amend
Rule 7.35P because the Exchange recently filed a
separate proposed rule change to make the same
amendment, which is now operative. See Securities
Exchange Act Release No. 78861 (September 16,
2016) (SR–NYSEArca–2016–129) (‘‘Rule 7.35P
Filing’’); (2) modify Rule 7.46(f)(3) to provide that
Market Pegged Orders in all Pilot Securities would
be rejected and delete references to Market Pegged
Orders in Rule 7.46(f)(5)(H); and (3) correct
typographical errors in the original proposal.
5 Exchange
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A. Amendments to System Functionality
To Implement the Plan
1. Trade-at Intermarket Sweep Orders
(‘‘TA ISO’’) 10
The Exchange proposes to accept TA
ISOs in all securities. Further, TA ISOs
must be designated as Immediate or
Cancel (‘‘IOC’’), may be designated with
a ‘‘no midpoint execution’’ modifier,
may not be designated with a minimum
trade size, and do not route. TA ISO
would be immediately traded with
contra-side displayed and nondisplayed interest in the NYSE Arca
Book up to its full size and limit price
and the quantity not so traded will be
immediately and automatically
cancelled.
2. Permitted Price Increment for Pilot
Securities 11
The Exchange proposes that
references in Exchange rules to the
minimum price variation (‘‘MPV’’) 12
would mean $0.05 instead of the current
$0.01 for Pilot Securities in Test Groups
One, Two, and Three. Further,
references to truncating to the MPV in
Exchange rules would mean rounding
down to the applicable quoting MPV for
Pilot Securities in Test Groups One,
Two, and Three. Mid-Point Liquidity
Orders 13 must be entered with a limit
price in a $0.05 pricing increment.
3. Rejection of Market Pegged Orders in
Pilot Securities 14
The Exchange proposes that Market
Pegged Orders 15 will be rejected for all
Pilot Securities.
4. Retail Price Improvement Orders
Increment 16
The Exchange proposes that for Test
Group Two and Test Group Three,
Retail Price Improvement Orders 17
10 See
proposed Exchange Rule 7.46(f)(1).
proposed Exchange Rule 7.46(f)(2).
12 See Exchange Rule 7.6 for a definition of the
MPV.
13 A Mid-Point Liquidity Order is a Limit Order
that is not displayed, does not route, and has with
a working price at the midpoint of the PBBO. See
Exchange Rule 7.31P(d)(3).
14 See proposed Exchange Rule 7.46(f)(3). See also
Amendment No. 1.
15 A Market Pegged Order is an order to buy (sell)
with a working price that is pegged to the PBO
(PBB). See Exchange Rule 7.31P(h). A Market
Pegged Order to buy (sell) will be rejected on
arrival, or cancelled when resting, if there is no
PBO (PBB) against which to peg. Market Pegged
Orders will not participate in any auctions. Market
Pegged Orders are not displayed and are ranked
‘‘Priority 3—Non-Display Orders.’’ A Market Pegged
Order to buy (sell) may include an offset value that
will set the working price below (above) the PBO
(PBB) by a specified offset.
16 See proposed Exchange Rule 7.46(f)(4).
17 A Retail Price Improvement Order consists of
non-displayed interest in NYSE Arca-listed
11 See
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Agencies
[Federal Register Volume 81, Number 194 (Thursday, October 6, 2016)]
[Notices]
[Pages 69560-69562]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-24147]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79014; File No. SR-ISE-2016-24]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule
Change To Adopt a New Rule 213
September 30, 2016.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on September 28, 2016, the International Securities Exchange, LLC
(``ISE'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I and II below, which Items have been prepared by the Exchange.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to adopt a new Rule 213 entitled,
``Collection of Exchange Fees and Other Claims'' to require Members to
provide a clearing account number at the National Securities Clearing
Corporation (``NSCC'') for purposes of permitting the Exchange to debit
any undisputed or final fees, fines, charges and/or other monetary
sanctions or monies due and owing to the Exchange.
The text of the proposed rule change is available on the Exchange's
Web site at www.ise.com, at the principal office of the Exchange, and
at the Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to collect undisputed or
final fees, fines, charges and/or other monetary sanctions or monies
due and owing to the Exchange through NSCC.\3\ This proposal will
provide a cost savings to the Exchange in that it will alleviate
administrative processes related to the collection of monies owed to
the Exchange.\4\ Collection matters divert staff resources away from
the Exchange's regulatory and business purposes. In addition, the
debiting process will prevent Member accounts from becoming overdue.
The Exchange notes that it has a billing dispute policy.
---------------------------------------------------------------------------
\3\ The Exchange will not debit accounts for fees that are
unusually large or for special circumstances, unless such debiting
is requested by the Member.
\4\ Today, some fees are collected through The Options Clearing
Corporation, but not all fees.
---------------------------------------------------------------------------
The Exchange proposes to adopt new Rule 213 and require Members,
and all applicants for registration as such to provide a clearing
account number for an account at NSCC for purposes of permitting the
Exchange to debit any undisputed or final fees, fines, charges and/or
other monetary sanctions or monies due and owing to the Exchange or
other charges related to Rules 205, 206, 207, 208, 209, and 210.\5\
---------------------------------------------------------------------------
\5\ See ISE Rules 205 (Access Fees), 206 (Transaction Fees), 207
(Communication Fees), 208 (Regulatory Fees or Charges), 209
(Transfer Fees) and 210 (Liability for Payment of Fees).
---------------------------------------------------------------------------
The Exchange will send a monthly invoice \6\ to each Member on
approximately the 4th-6th business day of the following month.\7\ The
Exchange will also send a file to NSCC each month on approximately the
23rd of the following month to initiate the debit of the appropriate
amount stated on the Member's invoice for the prior month. Because the
Members will receive an invoice well before any monies are debited
(normally within two weeks), the Members will have adequate time to
contact the staff with any questions concerning their invoice. If a
Member disputes an invoice, the Exchange will not include the disputed
amount in the debit if the Member has disputed the amount in writing to
the Exchange's designated staff by the 15th of the month, or the
following business day if the 15th is not a business day, and the
amount in dispute is at least $10,000 or greater.
---------------------------------------------------------------------------
\6\ The monthly invoice will indicate that the amount on the
invoice will be debited from the designated NSCC account. Each
month, the Exchange will send a file to the Member's clearing firm
which will indicate the amounts to be debited from each Member. If a
Member is ``self-clearing,'' no such file would be sent as the
Member would receive the invoice, as noted above, which would
indicate the amount to be debited.
\7\ By way of example, October invoices would be sent on
November 7th.
---------------------------------------------------------------------------
Once NSCC receives the file from the Exchange, NSCC would proceed
to debit the amounts indicated from the Clearing Members' account. In
the instance where the Member clears through an Exchange Clearing
Member, the estimated transactions fees owed to the Exchange are
reconciled daily by the Clearing Member to ensure adequate funds have
been escrowed. The Exchange would debit any monies owed including
undisputed or final fees,\8\ fines, charges and/or other monetary
sanctions or monies due and owing to the Exchange.\9\
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\8\ Exchange fees are noted on the Exchange Fee Schedule.
\9\ This includes, among other things, fines which result from
the imposition of fines pursuant to Rules 1611, Judgment and
Sanction; and 1614, Imposition of Fines for Minor Rules Violations.
With respect to disciplinary sanctions that are imposed by either
the Business Conduct Committee or a Hearing Panel, the Exchange
would not debit any monies until such action is final. The Exchange
would not consider an action final until all appeal periods have run
and/or all appeal timeframes are exhausted. With respect to non-
disciplinary actions, the Exchange would similarly not take action
to debit a Member account until all appeal periods have run and/or
all appeal timeframes are exhausted. Any uncontested disciplinary or
non-disciplinary actions will be debited, and the amount due will
appear on the Member's invoice prior to the actual NSCC debit.
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The Exchange proposes this rule change become operative on October
1, 2016. On November 23, 2016, the Exchange will debit October 2016
billing pursuant to the process described in this rule change.\10\ The
[[Page 69561]]
Exchange will notify Members of this rule change to provide its Members
ample time to provide the Exchange with the information necessary for
the direct debit and prepare for the change to the collection process.
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\10\ The initial debit will include all outstanding fees through
October 1, 2016.
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\11\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\12\ in particular, in that it is designed to
promote just and equitable principles of trade, to foster cooperation
and coordination with persons engaged in facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general to
protect investors and the public interest by providing Members with an
efficient process to pay undisputed or final fees, fines, charges and/
or monetary sanctions or monies dues and owing to the Exchange.
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\11\ 15 U.S.C. 78f(b).
\12\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that its proposal to debit NSCC accounts is
reasonable because it would ease the Member's administrative burden in
paying monthly invoices, avoid overdue balances and provide same day
collection from all Members who owe monies to the Exchange. The
Exchange has a billing dispute. [sic] The Member may dispute the
invoice prior to the debit. This policy also lowers the Exchange's
administrative costs because staff resources would not be diverted to
review of untimely requests regarding billing.
The Exchange believes that its proposal to debit NSCC accounts is
equitable and not unfairly discriminatory because it will apply to all
Members in a uniform manner. Today, the debit process is applied at all
Nasdaq exchanges.\13\
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\13\ See NASDAQ Phlx LLC Rule 909, The NASDAQ Stock Market LLC
Rule 7007, NASDAQ Options Market LLC Rules at Chapter XV, Section 1,
NASDAQ BX, Inc. Rule 7011 and BX Option Rules at Chapter XV, Section
1 (collectively ``Nasdaq exchanges.'')
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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 that is not necessary or appropriate
in furtherance of the purposes of the Act. With this proposal, the
proposed debit process would apply uniformly to all Members.
Further, this proposal would provide a cost savings to the Exchange
in that it would alleviate administrative processes related to the
collection of monies owed to the Exchange. Collection matters divert
staff resources away from the Exchange's regulatory and business
purposes. In addition, the debiting process would prevent Member
accounts from becoming overdue.
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
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A)(iii) of the Act \14\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\15\
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\14\ 15 U.S.C. 78s(b)(3)(A)(iii).
\15\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file the proposed rule change at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative prior to 30 days after the date of filing.
However, Rule 19b-4(f)(6)(iii) \16\ permits the Commission to designate
a shorter time if such action is consistent with the protection of
investors and the public interest. In its filing with the Commission,
the Exchange requests that the Commission waive the 30-day operative
delay. The Exchange proposes that the proposed rule change become
operative on October 1, 2016. On November 23, 2016, the Exchange would
debit October 2016 billing pursuant to the process set forth in the
proposed rule change. The Exchange represents that waiver of the 30-day
operative delay would allow it to conform its billing processes similar
to the process in place at the various Nasdaq exchanges.\17\ The
Exchange notes that all ISE Members have an NSCC account or have a
clearing firm with an NSCC account. Direct debit is an options industry
standard. According to the Exchange, all members should be able to
provide ISE with an NSCC account prior to the date of the November 23,
2016 debit. Further, the Exchange believes that this process will
alleviate administrative processes related to the collection of monies
owed to the Exchange. For these reasons, the Commission believes that
waiver of the 30-day operative delay is consistent with the protection
of investors and the public interest. Therefore, the Commission
designates the proposed rule change to be operative upon filing.\18\
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\16\ 17 CFR 240.19b-4(f)(6)(iii).
\17\ See supra note 13.
\18\ For purposes only of waiving the 30-day operative delay,
the Commission also has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of 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. 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-ISE-2016-24 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-ISE-2016-24. 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
[[Page 69562]]
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-ISE-2016-24 and should be
submitted on or before October 27, 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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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-24147 Filed 10-5-16; 8:45 am]
BILLING CODE 8011-01-P