Self-Regulatory Organizations; Miami International Securities Exchange LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change to Amend the MIAX Options Fee Schedule, 75171-75174 [2016-26054]
Download as PDF
Federal Register / Vol. 81, No. 209 / Friday, October 28, 2016 / Notices
proprietary information, copyrighted
information, or personally identifiable
information be submitted in response to
this RFI. Please note that the U.S.
Government will not pay for response
preparation, or for the use of any
information contained in the response.
OFFICE OF SCIENCE AND
TECHNOLOGY POLICY
Plan for Ocean Research in the
Coming Decade
Notice of request for
information.
ACTION:
The Subcommittee on Ocean
Science and Technology (SOST) is
requesting input on the overall framing
and content of a plan for Ocean
Research in the Coming Decade (‘‘the
Plan’’). The SOST is chartered under the
National Science and Technology
Council to advise and assist on national
issues related to ocean science and
technology. The SOST contributes to the
goals for Federal ocean science and
technology, including identifying
priorities and developing coordinated
interagency strategies. The Plan will
describe the most pressing research
questions and most promising areas of
opportunity within the ocean science
and technology enterprise for the
coming decade. It will set the stage for
agency-specific and interagency
coordinated actions across Federal
agencies and with non-Federal sectors
to address societal needs and issues of
national importance. This notice solicits
relevant public input, particularly
suggestions directed toward how the
Plan should be structured and specific
topic areas that should be considered for
inclusion.
DATES: Public comments must be
received by January 1, 2017 to be
considered.
ADDRESSES: Public input for the Plan
can be submitted electronically at
https://contribute.globalchange.gov/
plan-ocean-research-coming-decade.
Instructions: Additional instructions
for submitting are found on the Web site
provided above. To comment on the
Plan, please select ‘‘Ocean Research in
the Coming Decade’’ from the list of
available documents. Response to this
Request for Information (RFI) is
voluntary. All submissions must be in
English. Please clearly label
submissions as ‘‘Ocean Research in the
Coming Decade Input.’’ When the final
Plan is issued, relevant comments and
the commenters’ names, along with the
authors’ responses, will become part of
the public record and be made available
to view online. Further information
about the Plan, including the Plan
prospectus, is provided at https://
www.nsf.gov/geo/oce/orp/.
Responses to this RFI may be used by
the government for program planning on
a non-attribution basis. The Office of
Science and Technology Policy (OSTP)
therefore requests that no business
mstockstill on DSK3G9T082PROD with NOTICES
SUMMARY:
VerDate Sep<11>2014
18:12 Oct 27, 2016
Jkt 241001
FOR FURTHER INFORMATION CONTACT:
Roxanne Nikolaus, Division of Ocean
Sciences, National Science Foundation,
4201 Wilson Boulevard, Arlington, VA
22230, (703) 292–8580, or rnikolau@
nsf.gov, or visit https://
contribute.globalchange.gov/planocean-research-coming-decade or
https://www.nsf.gov/geo/oce/orp/.
A Plan
prospectus intended to stimulate
feedback from the public on the overall
framing and content of the Plan is
available for public viewing at https://
www.nsf.gov/geo/oce/orp/
prospectus.jsp. The prospectus outlines
the purpose and intended uses of the
Plan, the proposed structure and
content of the Plan, how the Plan will
be developed and reviewed, and
opportunities for community and
stakeholder engagement. Additional
information, including any updates to
this Federal Register notice, is available
at https://www.nsf.gov/geo/oce/orp/. A
draft Plan will also be available for
public comment upon its completion
and prior to production of the final
Plan.
The Plan will describe:
• Societal Themes that highlight the
benefits-based rationale for conducting
ocean research;
• Research Goals that reflect and
address the Societal Themes; and
• Research Activities that support the
Research Goals and represent current
and growing opportunities to provide
the Nation with the scientific and
technical means to address the Societal
Themes.
SUPPLEMENTARY INFORMATION:
Ted Wackler,
Deputy Chief of Staff and Assistant Director.
[FR Doc. 2016–26118 Filed 10–27–16; 8:45 am]
BILLING CODE 3270–F7–P
PO 00000
75171
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79146; File No. SR–MIAX–
2016–36]
Self-Regulatory Organizations; Miami
International Securities Exchange LLC;
Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change to Amend the MIAX Options
Fee Schedule
October 24, 2016.
Pursuant to the provisions of 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 October 14, 2016, Miami
International Securities Exchange LLC
(‘‘MIAX’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) a 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 is filing a proposal to
amend the MIAX Options Fee Schedule
(the ‘‘Fee Schedule’’).
The text of the proposed rule change
is available on the Exchange’s Web site
at https://www.miaxoptions.com/filter/
wotitle/rule_filing, at MIAX’s principal
office, 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 the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The Exchange proposes to amend the
Fee Schedule to reflect the addition of
1 15
2 17
Frm 00146
Fmt 4703
Sfmt 4703
E:\FR\FM\28OCN1.SGM
U.S.C. 78s(b)(1).
CFR 240.19b–4.
28OCN1
75172
Federal Register / Vol. 81, No. 209 / Friday, October 28, 2016 / Notices
new features to a number of existing
interfaces and data feeds, and one new
market data feed, as described below, to
support the trading of complex orders
on the Exchange. The Exchange is not
proposing to adopt any new fees at this
time and is simply proposing to state in
the Fee Schedule that the interfaces and
data feeds listed below will support the
trading of complex orders on MIAX
initially at no additional charge.
Background
The Exchange recently adopted new
rules governing the trading in, and
detailing the functionality of the MIAX
System 3 in the handling of, complex
orders on the Exchange.4 In order to
support the trading of complex orders
on the Exchange, the Exchange is
proposing to expand several current
interfaces and data feeds (for which a
fee is presently charged) to include
complex orders in the current interfaces
and data feeds and in the proposed new
data feed. The Exchange is not
proposing to adopt new fees, and
instead is proposing to enhance the
current interfaces and data feeds, and to
introduce a new data feed, cToM
(described below) to support the trading
of complex orders on the Exchange.
Interfaces
The Exchange is proposing to include
complex orders in its current interfaces
to the System that enable Members to
connect with the System for various
uses. Specifically, the Exchange is
proposing to enhance the MIAX
Financial Information Exchange (‘‘FIX’’)
Port, the MIAX Express Interface
(‘‘MEI’’) Port, the MIAX Clearing Trade
Drop (‘‘CTD’’) Port, and the MIAX FIX
Trade Drop (‘‘FXD’’) Port (each
described below) to support the trading
of complex orders on MIAX. The
Exchange is proposing to reflect this
enhancement by adding new language
to the Fee Schedule describing the
application of these interfaces to
complex orders.
mstockstill on DSK3G9T082PROD with NOTICES
FIX Port
The Financial Information Exchange
(‘‘FIX’’) Port 5 allows Members to
electronically send orders in all
products traded on the Exchange.
3 The term ‘‘System’’ means the automated
trading system used by the Exchange for the trading
of securities. See Exchange Rule 100.
4 See Securities Exchange Act Release No. 79072
(October 7, 2016), 81 FR 71131 (October 14, 2016)
(SR–MIAX–2016–26) (Order Approving a Proposed
Rule Change to Adopt New Rules to Govern the
Trading of Complex Orders).
5 A FIX Port is an interface with MIAX systems
that enables the Port user (typically an EEM or a
Market Maker) to submit orders electronically to
MIAX.
VerDate Sep<11>2014
18:12 Oct 27, 2016
Jkt 241001
Section 5(d)(i) of the Fee Schedule
currently provides that MIAX will
assess monthly FIX Port Fees on
Members in each month the Member is
credentialed to use a FIX Port in the
production environment and based
upon the number of credentialed FIX
Ports. The Exchange is proposing to
amend Section 5(d)(i) of the Fee
Schedule to state clearly in footnote 25
that a FIX Port is an interface with
MIAX systems that enables the Port user
(typically an Electronic Exchange
Member (‘‘EEM’’) 6 or a Market Maker)
to submit simple and complex orders
electronically to MIAX.
MEI Port
The MIAX Express Interface (‘‘MEI’’) 7
Port, allows Market Makers to submit
electronic quotes to the Exchange.
Section 5(d)(ii) of the Fee Schedule
provides that MIAX will assess monthly
MEI Port Fees on Market Makers in each
month the Member has been
credentialed to use the MEI Port in the
production environment and has been
assigned to quote in at least one class.
The amount of the monthly MEI Port
Fee is based upon the number of classes
in which the Market Maker was
assigned to quote on any given day
within the calendar month, and upon
various levels of class volume
percentages. In addition to its current
features, the MEI Port will now include
the identification of the complex
strategies currently trading on MIAX.
The Exchange is proposing to amend
Section 5(d)(ii) of the Fee Schedule to
state clearly in footnotes 27, 28 and 29
that MIAX Express Interface is a
connection to MIAX systems that
enables Market Makers to submit simple
and complex electronic quotes to MIAX;
that Full Service MEI Ports provide
Market Makers with the ability to send
Market Maker simple and complex
quotes, eQuotes, and quote purge
messages to the MIAX System; and that
Limited Service MEI Ports provide
Market Makers with the ability to send
simple and complex eQuotes and quote
purge messages only, but not Market
Maker Quotes, to the MIAX System.
CTD Port
The Clearing Trade Drop (‘‘CTD’’)
provides Exchange members with realtime clearing trade updates. The
updates include the Member’s clearing
trade messages on a low latency, real6 The term ‘‘Electronic Exchange Member’’ means
the holder of a Trading Permit who is not a Market
Maker. Electronic Exchange Members are deemed
‘‘members’’ under the Act. See Exchange Rule 100.
7 MIAX Express Interface is a connection to MIAX
systems that enables Market Makers to submit
electronic quotes to MIAX.
PO 00000
Frm 00147
Fmt 4703
Sfmt 4703
time basis. The trade messages are
routed to a Member’s connection
containing certain information. The
information includes, among other
things, the following: (i) Trade date and
time; (ii) symbol information; (iii) trade
price/size information; (iv) Member type
(for example, and without limitation,
Market Maker, EEM, Broker-Dealer); and
(v) Exchange Member Participant
Identifier (‘‘MPID’’) for each side of the
transaction, including Clearing Member
MPID. CTD Port Fees are assessed in
any month the Member is credentialed
to use the CTD Port in the production
environment. The Exchange is
proposing to state clearly in Section
5(d)(iii) of the Fee Schedule that the
CTD Port users will receive strategy
specific information for complex
transactions.
FXD Port
The FIX Drop Copy Port (‘‘FXD’’) is a
messaging interface that provides a copy
of real-time trade execution, trade
correction and trade cancellation
information to FIX Drop Copy Port users
who subscribe to the service. FIX Drop
Copy Port users are those users who are
designated by an EEM to receive the
information and the information is
restricted for use by the EEM only. FXD
Port Fees are assessed in any month the
Member is credentialed to use the FXD
Port in the production environment.
The Exchange is proposing to state
clearly in Section 5(d)(iv) of the Fee
Schedule that the FXD is a messaging
interface that will provide a copy of
real-time trade execution, trade
correction and trade cancellation
information for simple and complex
orders to FIX Drop Copy Port users who
subscribe to the service. FXD Port users
will receive a copy of real-time trade
execution, trade correction and
cancellation information for
transactions in simple and complex
orders on MIAX.
Market Data Feeds
The Exchange is also proposing to
expand the scope of certain market data
products to include data relating to
complex orders traded on the Exchange
at no additional cost to subscribers.
Specifically, the Exchange is proposing
to expand the MIAX Top of Market
(‘‘ToM’’) feed, the MIAX Order Feed
(‘‘MOR’’), and the Administrative
Information Subscriber (‘‘AIS’’) data
feeds, as described below, to include
data for complex orders traded on
MIAX.
MIAX ToM and cToM
MIAX Top of Market (‘‘ToM’’) is a
market data product that provides a
E:\FR\FM\28OCN1.SGM
28OCN1
Federal Register / Vol. 81, No. 209 / Friday, October 28, 2016 / Notices
mstockstill on DSK3G9T082PROD with NOTICES
direct data feed that includes the
Exchange’s best bid and offer, with
aggregate size, based on displayable
order and quoting interest on the
Exchange. The ToM data feed includes
data that is identical to the data sent to
the processor for the Options Price
Reporting Authority (‘‘OPRA’’).
The Exchange is proposing to provide
complex order market data in a similar
fashion by way of a new market data
product known as MIAX Complex Top
of Market (‘‘cToM’’). The cToM data
feed is a separate new product that is
complex order specific and is available
to those who wish to subscribe to it.
cToM will provide subscribers with the
same information as the ToM market
data product as it relates to the Strategy
Book, i.e., the Exchange’s best bid and
offer for a complex strategy, known as
the ‘‘cMBBO,’’ with aggregate size,
based on displayable order and quoting
interest in the complex strategy on the
Exchange.8
cToM will also contain a feature
(‘‘feature’’) that provides the number of
Priority Customer 9 contracts that are
included in the size associated with the
Exchange’s best bid and offer. This
feature will be implemented on a date
determined by the Exchange and
communicated to membership via
Regulatory Circular. The Exchange will
announce the implementation date of
the feature no later than 90 days after
the publication of the Commission
Order (‘‘Order’’) approving the trading
of complex orders on MIAX in the
Federal Register.10 The implementation
date will be no later than 90 days
following publication of the Regulatory
Circular announcing publication of the
approval Order in the Federal Register.
In addition, cToM will provide
subscribers with the identification of the
complex strategies currently trading on
MIAX; complex strategy last sale
information; and the status of securities
underlying the complex strategy (e.g.,
halted, open, or resumed). As stated
above, cToM is distinct from ToM, and
anyone wishing to receive cToM data
must subscribe to cToM regardless of
whether they are a current ToM
subscriber. ToM subscribers are not
required to subscribe to cToM, and
cToM subscribers are not required to
subscribe to ToM. The cToM feed will
8 For a complete description of ToM, see
Securities Exchange Act Release No. 69007
(February 28, 2013), 78 FR 14617 (March 6, 2013)
(SR–MIAX–2013–05).
9 The term ‘‘Priority Customer’’ means a person
or entity that (i) is not a broker or dealer in
securities, and (ii) does not place more than 390
orders in listed options per day on average during
a calendar month for its own beneficial account(s).
See Exchange Rule 100.
10 See supra note 4.
VerDate Sep<11>2014
18:12 Oct 27, 2016
Jkt 241001
be available initially at no cost, as
reflected in the proposed changes to the
table in Section 6(a) of the Fee
Schedule.
AIS
The Exchange will include certain
administrative information concerning
complex orders to Administrative
Information Subscribers (‘‘AIS’’). The
AIS market data feed includes opening
imbalance condition information;
opening routing information; Expanded
Quote Range information, as provided
in MIAX Rule 503(f)(5); Post-Halt
Notification, as provided in MIAX Rule
504(d); and Liquidity Refresh condition
information, as provided in MIAX Rule
515(c)(2) (collectively, the
‘‘administrative information’’). An AIS
is a market participant that connects
with the MIAX System for purposes of
receiving the administrative
information. Thus, an AIS that elects
not to receive the top of market data
through a subscription to cToM or act as
a MIAX Market Maker will be able to
receive the administrative information
via connectivity to the MIAX System
through an AIS Port.11 The Exchange
proposes to enhance AIS to include
information concerning the
commencement of a Complex Auction
under the complex order rules.12 The
addition of complex order information
to the AIS data feed is a value-added
feature of AIS, and the Exchange
proposes to state clearly in Section 6(b)
of the Fee Schedule that the AIS market
data feed will include administrative
information for simple and complex
orders. The fee for the AIS market data
feed is currently waived for distributors
that also subscribe to ToM. The
Exchange proposes to amend Section
6(b) of the Fee Schedule to provide that
the AIS market data feed is also waived
if the distributor subscribes to cToM.
MOR
The Exchange proposes to include
complex order information as an
enhanced feature of the MIAX Order
Feed (‘‘MOR’’) data product. MOR is a
real-time full order book data feed that
provides information for orders on the
MIAX Book. MOR will now also include
the same information regarding complex
orders on the Strategy Book. MOR will
provide real-time information to enable
users to keep track of the Strategy Book
for all complex strategies traded on
11 An AIS Port provides an AIS with the
connectivity necessary to receive administrative
information from the MIAX System. See Securities
Exchange Act Release No. 73326 (October 9, 2014),
79 FR 62233 (October 16, 2014) (SR–MIAX–2014–
51).
12 See supra note 4.
PO 00000
Frm 00148
Fmt 4703
Sfmt 4703
75173
MIAX. Specifically, MOR will now
include information concerning the
identification of complex orders on the
Strategy Book (as described in the
proposal to establish rules for the
trading of complex orders on the
Exchange).13 MOR will provide realtime data including the limit price,
origin, and size of each order for the
entire Strategy Book to its users and the
Exchange proposes to state clearly in
Section 6(c) of the Fee Schedule that the
AIS market data feed will include
administrative information for simple
and complex orders.
2. Statutory Basis
MIAX believes that its proposed rule
change is consistent with Section 6(b) of
the Act 14 in general, and furthers the
objectives of Section 6(b)(4) 15 of the
Act, in that it is designed to provide for
an equitable allocation of reasonable
dues, fees and other charges among
Exchange Members and other persons
using its facilities, because it applies
equally to all Members and any persons
using the facilities or services of the
Exchange.
In addition, the Exchange believes the
proposed rule change also furthers the
objectives of Section 6(b)(5) 16 of the Act
in particular, in that it is designed to
prevent fraudulent and manipulative
acts and practices, to promote just and
equitable principles of trade, to foster
cooperation and coordination with
persons engaged in facilitating
transactions in securities, to remove
impediments to and perfect the
mechanisms of a free and open market
and a national market system and, in
general, to protect investors and the
public interest, and it is not designed to
permit unfair discrimination among
customers, brokers, or dealers.
The proposed addition of complex
order information to the various
enumerated ports and market data
products are [sic] designed to promote
just and equitable principles of trade by
providing MIAX participants with
trading information and market data
that should enable them to make
informed decisions concerning complex
orders on the MIAX Exchange by using
the data provided by MIAX to assess
market conditions that directly affect
such decisions. The proposal to include
the value-added feature of complex
order information to existing ports and
data products removes impediments to,
and is designed to further perfect, the
mechanisms of a free and open market
13 See
supra note 4.
U.S.C. 78f(b).
15 15 U.S.C. 78f(b)(4).
16 15 U.S.C. 78f(b)(5).
14 15
E:\FR\FM\28OCN1.SGM
28OCN1
75174
Federal Register / Vol. 81, No. 209 / Friday, October 28, 2016 / Notices
and a national market system by making
the MIAX market, more transparent and
accessible to market participants as
MIAX begins to trade complex orders.
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. On the
contrary, the Exchange believes that the
addition of information concerning
complex orders to the various ports and
market data products will enhance
inter-market competition by
supplementing existing ports and data
products with information concerning
complex orders traded on MIAX. This
transparency and access should enable
MIAX to compete with other exchanges
for order flow in complex orders in the
options markets.
Additionally, respecting intra-market
competition, the value-added features
relating to complex orders in the various
ports and data products are available to
all subscribers at no additional cost,
thus providing all subscribers to the
ports and data products with an even
playing field with respect to information
and access to trade complex orders on
MIAX.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
mstockstill on DSK3G9T082PROD with NOTICES
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) of the Act 17 and Rule 19b–
4(f)(6) thereunder.18
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative for 30 days from the
date of filing. However, pursuant to
17 15
U.S.C. 78s(b)(3)(A).
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.
18 17
VerDate Sep<11>2014
18:12 Oct 27, 2016
Jkt 241001
Rule 19b–4(f)(6)(iii),19 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay. The
Commission believes that waiving the
30-day operative delay is consistent
with the protection of investors and the
public interest. Such waiver will allow
the Exchange to offer the features
relating to the trading of complex orders
that will be embedded in the Exchange’s
enumerated ports and market data
products on the date that coincides with
the projected October 24, 2016 launch of
the trading of complex orders on the
Exchange.20 Accordingly, the
Commission hereby waives the 30-day
operative delay requirement and
designates the proposed rule change as
operative upon filing with the
Commission.
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest; for the protection of
investors; or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
MIAX–2016–36 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–MIAX–2016–36. 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
19 17
CFR 240.19b–4(f)(6)(iii).
purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
20 For
PO 00000
Frm 00149
Fmt 4703
Sfmt 4703
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–MIAX–
2016–36, and should be submitted on or
before November 18, 2016.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016–26054 Filed 10–27–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79145; File No. SR–Phlx–
2016–109]
Self-Regulatory Organizations;
NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change To Adopt Phlx
Rule 765 (Prohibition Against Trading
Ahead of Customer Orders)
October 24, 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 October
20, 2016, NASDAQ PHLX LLC (‘‘Phlx’’
or ‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III, below, which Items have been
prepared by the Exchange. The
Commission is publishing this notice to
21 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\28OCN1.SGM
28OCN1
Agencies
[Federal Register Volume 81, Number 209 (Friday, October 28, 2016)]
[Notices]
[Pages 75171-75174]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-26054]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79146; File No. SR-MIAX-2016-36]
Self-Regulatory Organizations; Miami International Securities
Exchange LLC; Notice of Filing and Immediate Effectiveness of a
Proposed Rule Change to Amend the MIAX Options Fee Schedule
October 24, 2016.
Pursuant to the provisions of 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 October 14, 2016, Miami International
Securities Exchange LLC (``MIAX'' or ``Exchange'') filed with the
Securities and Exchange Commission (``Commission'') a 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 is filing a proposal to amend the MIAX Options Fee
Schedule (the ``Fee Schedule'').
The text of the proposed rule change is available on the Exchange's
Web site at https://www.miaxoptions.com/filter/wotitle/rule_filing, at
MIAX's principal office, 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 the
Statutory Basis for, the Proposed Rule Change
1. Purpose
The Exchange proposes to amend the Fee Schedule to reflect the
addition of
[[Page 75172]]
new features to a number of existing interfaces and data feeds, and one
new market data feed, as described below, to support the trading of
complex orders on the Exchange. The Exchange is not proposing to adopt
any new fees at this time and is simply proposing to state in the Fee
Schedule that the interfaces and data feeds listed below will support
the trading of complex orders on MIAX initially at no additional
charge.
Background
The Exchange recently adopted new rules governing the trading in,
and detailing the functionality of the MIAX System \3\ in the handling
of, complex orders on the Exchange.\4\ In order to support the trading
of complex orders on the Exchange, the Exchange is proposing to expand
several current interfaces and data feeds (for which a fee is presently
charged) to include complex orders in the current interfaces and data
feeds and in the proposed new data feed. The Exchange is not proposing
to adopt new fees, and instead is proposing to enhance the current
interfaces and data feeds, and to introduce a new data feed, cToM
(described below) to support the trading of complex orders on the
Exchange.
---------------------------------------------------------------------------
\3\ The term ``System'' means the automated trading system used
by the Exchange for the trading of securities. See Exchange Rule
100.
\4\ See Securities Exchange Act Release No. 79072 (October 7,
2016), 81 FR 71131 (October 14, 2016) (SR-MIAX-2016-26) (Order
Approving a Proposed Rule Change to Adopt New Rules to Govern the
Trading of Complex Orders).
---------------------------------------------------------------------------
Interfaces
The Exchange is proposing to include complex orders in its current
interfaces to the System that enable Members to connect with the System
for various uses. Specifically, the Exchange is proposing to enhance
the MIAX Financial Information Exchange (``FIX'') Port, the MIAX
Express Interface (``MEI'') Port, the MIAX Clearing Trade Drop
(``CTD'') Port, and the MIAX FIX Trade Drop (``FXD'') Port (each
described below) to support the trading of complex orders on MIAX. The
Exchange is proposing to reflect this enhancement by adding new
language to the Fee Schedule describing the application of these
interfaces to complex orders.
FIX Port
The Financial Information Exchange (``FIX'') Port \5\ allows
Members to electronically send orders in all products traded on the
Exchange. Section 5(d)(i) of the Fee Schedule currently provides that
MIAX will assess monthly FIX Port Fees on Members in each month the
Member is credentialed to use a FIX Port in the production environment
and based upon the number of credentialed FIX Ports. The Exchange is
proposing to amend Section 5(d)(i) of the Fee Schedule to state clearly
in footnote 25 that a FIX Port is an interface with MIAX systems that
enables the Port user (typically an Electronic Exchange Member
(``EEM'') \6\ or a Market Maker) to submit simple and complex orders
electronically to MIAX.
---------------------------------------------------------------------------
\5\ A FIX Port is an interface with MIAX systems that enables
the Port user (typically an EEM or a Market Maker) to submit orders
electronically to MIAX.
\6\ The term ``Electronic Exchange Member'' means the holder of
a Trading Permit who is not a Market Maker. Electronic Exchange
Members are deemed ``members'' under the Act. See Exchange Rule 100.
---------------------------------------------------------------------------
MEI Port
The MIAX Express Interface (``MEI'') \7\ Port, allows Market Makers
to submit electronic quotes to the Exchange. Section 5(d)(ii) of the
Fee Schedule provides that MIAX will assess monthly MEI Port Fees on
Market Makers in each month the Member has been credentialed to use the
MEI Port in the production environment and has been assigned to quote
in at least one class. The amount of the monthly MEI Port Fee is based
upon the number of classes in which the Market Maker was assigned to
quote on any given day within the calendar month, and upon various
levels of class volume percentages. In addition to its current
features, the MEI Port will now include the identification of the
complex strategies currently trading on MIAX. The Exchange is proposing
to amend Section 5(d)(ii) of the Fee Schedule to state clearly in
footnotes 27, 28 and 29 that MIAX Express Interface is a connection to
MIAX systems that enables Market Makers to submit simple and complex
electronic quotes to MIAX; that Full Service MEI Ports provide Market
Makers with the ability to send Market Maker simple and complex quotes,
eQuotes, and quote purge messages to the MIAX System; and that Limited
Service MEI Ports provide Market Makers with the ability to send simple
and complex eQuotes and quote purge messages only, but not Market Maker
Quotes, to the MIAX System.
---------------------------------------------------------------------------
\7\ MIAX Express Interface is a connection to MIAX systems that
enables Market Makers to submit electronic quotes to MIAX.
---------------------------------------------------------------------------
CTD Port
The Clearing Trade Drop (``CTD'') provides Exchange members with
real-time clearing trade updates. The updates include the Member's
clearing trade messages on a low latency, real-time basis. The trade
messages are routed to a Member's connection containing certain
information. The information includes, among other things, the
following: (i) Trade date and time; (ii) symbol information; (iii)
trade price/size information; (iv) Member type (for example, and
without limitation, Market Maker, EEM, Broker-Dealer); and (v) Exchange
Member Participant Identifier (``MPID'') for each side of the
transaction, including Clearing Member MPID. CTD Port Fees are assessed
in any month the Member is credentialed to use the CTD Port in the
production environment. The Exchange is proposing to state clearly in
Section 5(d)(iii) of the Fee Schedule that the CTD Port users will
receive strategy specific information for complex transactions.
FXD Port
The FIX Drop Copy Port (``FXD'') is a messaging interface that
provides a copy of real-time trade execution, trade correction and
trade cancellation information to FIX Drop Copy Port users who
subscribe to the service. FIX Drop Copy Port users are those users who
are designated by an EEM to receive the information and the information
is restricted for use by the EEM only. FXD Port Fees are assessed in
any month the Member is credentialed to use the FXD Port in the
production environment. The Exchange is proposing to state clearly in
Section 5(d)(iv) of the Fee Schedule that the FXD is a messaging
interface that will provide a copy of real-time trade execution, trade
correction and trade cancellation information for simple and complex
orders to FIX Drop Copy Port users who subscribe to the service. FXD
Port users will receive a copy of real-time trade execution, trade
correction and cancellation information for transactions in simple and
complex orders on MIAX.
Market Data Feeds
The Exchange is also proposing to expand the scope of certain
market data products to include data relating to complex orders traded
on the Exchange at no additional cost to subscribers. Specifically, the
Exchange is proposing to expand the MIAX Top of Market (``ToM'') feed,
the MIAX Order Feed (``MOR''), and the Administrative Information
Subscriber (``AIS'') data feeds, as described below, to include data
for complex orders traded on MIAX.
MIAX ToM and cToM
MIAX Top of Market (``ToM'') is a market data product that provides
a
[[Page 75173]]
direct data feed that includes the Exchange's best bid and offer, with
aggregate size, based on displayable order and quoting interest on the
Exchange. The ToM data feed includes data that is identical to the data
sent to the processor for the Options Price Reporting Authority
(``OPRA'').
The Exchange is proposing to provide complex order market data in a
similar fashion by way of a new market data product known as MIAX
Complex Top of Market (``cToM''). The cToM data feed is a separate new
product that is complex order specific and is available to those who
wish to subscribe to it. cToM will provide subscribers with the same
information as the ToM market data product as it relates to the
Strategy Book, i.e., the Exchange's best bid and offer for a complex
strategy, known as the ``cMBBO,'' with aggregate size, based on
displayable order and quoting interest in the complex strategy on the
Exchange.\8\
---------------------------------------------------------------------------
\8\ For a complete description of ToM, see Securities Exchange
Act Release No. 69007 (February 28, 2013), 78 FR 14617 (March 6,
2013) (SR-MIAX-2013-05).
---------------------------------------------------------------------------
cToM will also contain a feature (``feature'') that provides the
number of Priority Customer \9\ contracts that are included in the size
associated with the Exchange's best bid and offer. This feature will be
implemented on a date determined by the Exchange and communicated to
membership via Regulatory Circular. The Exchange will announce the
implementation date of the feature no later than 90 days after the
publication of the Commission Order (``Order'') approving the trading
of complex orders on MIAX in the Federal Register.\10\ The
implementation date will be no later than 90 days following publication
of the Regulatory Circular announcing publication of the approval Order
in the Federal Register.
---------------------------------------------------------------------------
\9\ The term ``Priority Customer'' means a person or entity that
(i) is not a broker or dealer in securities, and (ii) does not place
more than 390 orders in listed options per day on average during a
calendar month for its own beneficial account(s). See Exchange Rule
100.
\10\ See supra note 4.
---------------------------------------------------------------------------
In addition, cToM will provide subscribers with the identification
of the complex strategies currently trading on MIAX; complex strategy
last sale information; and the status of securities underlying the
complex strategy (e.g., halted, open, or resumed). As stated above,
cToM is distinct from ToM, and anyone wishing to receive cToM data must
subscribe to cToM regardless of whether they are a current ToM
subscriber. ToM subscribers are not required to subscribe to cToM, and
cToM subscribers are not required to subscribe to ToM. The cToM feed
will be available initially at no cost, as reflected in the proposed
changes to the table in Section 6(a) of the Fee Schedule.
AIS
The Exchange will include certain administrative information
concerning complex orders to Administrative Information Subscribers
(``AIS''). The AIS market data feed includes opening imbalance
condition information; opening routing information; Expanded Quote
Range information, as provided in MIAX Rule 503(f)(5); Post-Halt
Notification, as provided in MIAX Rule 504(d); and Liquidity Refresh
condition information, as provided in MIAX Rule 515(c)(2)
(collectively, the ``administrative information''). An AIS is a market
participant that connects with the MIAX System for purposes of
receiving the administrative information. Thus, an AIS that elects not
to receive the top of market data through a subscription to cToM or act
as a MIAX Market Maker will be able to receive the administrative
information via connectivity to the MIAX System through an AIS
Port.\11\ The Exchange proposes to enhance AIS to include information
concerning the commencement of a Complex Auction under the complex
order rules.\12\ The addition of complex order information to the AIS
data feed is a value-added feature of AIS, and the Exchange proposes to
state clearly in Section 6(b) of the Fee Schedule that the AIS market
data feed will include administrative information for simple and
complex orders. The fee for the AIS market data feed is currently
waived for distributors that also subscribe to ToM. The Exchange
proposes to amend Section 6(b) of the Fee Schedule to provide that the
AIS market data feed is also waived if the distributor subscribes to
cToM.
---------------------------------------------------------------------------
\11\ An AIS Port provides an AIS with the connectivity necessary
to receive administrative information from the MIAX System. See
Securities Exchange Act Release No. 73326 (October 9, 2014), 79 FR
62233 (October 16, 2014) (SR-MIAX-2014-51).
\12\ See supra note 4.
---------------------------------------------------------------------------
MOR
The Exchange proposes to include complex order information as an
enhanced feature of the MIAX Order Feed (``MOR'') data product. MOR is
a real-time full order book data feed that provides information for
orders on the MIAX Book. MOR will now also include the same information
regarding complex orders on the Strategy Book. MOR will provide real-
time information to enable users to keep track of the Strategy Book for
all complex strategies traded on MIAX. Specifically, MOR will now
include information concerning the identification of complex orders on
the Strategy Book (as described in the proposal to establish rules for
the trading of complex orders on the Exchange).\13\ MOR will provide
real-time data including the limit price, origin, and size of each
order for the entire Strategy Book to its users and the Exchange
proposes to state clearly in Section 6(c) of the Fee Schedule that the
AIS market data feed will include administrative information for simple
and complex orders.
---------------------------------------------------------------------------
\13\ See supra note 4.
---------------------------------------------------------------------------
2. Statutory Basis
MIAX believes that its proposed rule change is consistent with
Section 6(b) of the Act \14\ in general, and furthers the objectives of
Section 6(b)(4) \15\ of the Act, in that it is designed to provide for
an equitable allocation of reasonable dues, fees and other charges
among Exchange Members and other persons using its facilities, because
it applies equally to all Members and any persons using the facilities
or services of the Exchange.
---------------------------------------------------------------------------
\14\ 15 U.S.C. 78f(b).
\15\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
In addition, the Exchange believes the proposed rule change also
furthers the objectives of Section 6(b)(5) \16\ of the Act in
particular, in that it is designed to prevent fraudulent and
manipulative acts and practices, to promote just and equitable
principles of trade, to foster cooperation and coordination with
persons engaged in facilitating transactions in securities, to remove
impediments to and perfect the mechanisms of a free and open market and
a national market system and, in general, to protect investors and the
public interest, and it is not designed to permit unfair discrimination
among customers, brokers, or dealers.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The proposed addition of complex order information to the various
enumerated ports and market data products are [sic] designed to promote
just and equitable principles of trade by providing MIAX participants
with trading information and market data that should enable them to
make informed decisions concerning complex orders on the MIAX Exchange
by using the data provided by MIAX to assess market conditions that
directly affect such decisions. The proposal to include the value-added
feature of complex order information to existing ports and data
products removes impediments to, and is designed to further perfect,
the mechanisms of a free and open market
[[Page 75174]]
and a national market system by making the MIAX market, more
transparent and accessible to market participants as MIAX begins to
trade complex orders.
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. On the contrary, the
Exchange believes that the addition of information concerning complex
orders to the various ports and market data products will enhance
inter-market competition by supplementing existing ports and data
products with information concerning complex orders traded on MIAX.
This transparency and access should enable MIAX to compete with other
exchanges for order flow in complex orders in the options markets.
Additionally, respecting intra-market competition, the value-added
features relating to complex orders in the various ports and data
products are available to all subscribers at no additional cost, thus
providing all subscribers to the ports and data products with an even
playing field with respect to information and access to trade complex
orders on MIAX.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor 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) of the Act \17\ and Rule 19b-
4(f)(6) thereunder.\18\
---------------------------------------------------------------------------
\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 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.
---------------------------------------------------------------------------
A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative for 30 days from the date of filing. However,
pursuant to Rule 19b-4(f)(6)(iii),\19\ the Commission may designate a
shorter time if such action is consistent with the protection of
investors and the public interest. The Exchange has asked the
Commission to waive the 30-day operative delay. The Commission believes
that waiving the 30-day operative delay is consistent with the
protection of investors and the public interest. Such waiver will allow
the Exchange to offer the features relating to the trading of complex
orders that will be embedded in the Exchange's enumerated ports and
market data products on the date that coincides with the projected
October 24, 2016 launch of the trading of complex orders on the
Exchange.\20\ Accordingly, the Commission hereby waives the 30-day
operative delay requirement and designates the proposed rule change as
operative upon filing with the Commission.
---------------------------------------------------------------------------
\19\ 17 CFR 240.19b-4(f)(6)(iii).
\20\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest; for the protection of investors; or
otherwise in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-MIAX-2016-36 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-MIAX-2016-36. 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-MIAX-2016-36, and should be
submitted on or before November 18, 2016.
---------------------------------------------------------------------------
\21\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2016-26054 Filed 10-27-16; 8:45 am]
BILLING CODE 8011-01-P