Self-Regulatory Organizations; NASDAQ PHLX LLC; Order Granting Approval of Proposed Rule Change To Delete or Amend Rule Language Relating to Specialists and Registered Options Traders, 79546-79548 [2016-27234]
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79546
Federal Register / Vol. 81, No. 219 / Monday, November 14, 2016 / Notices
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
mstockstill on DSK3G9T082PROD with NOTICES
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549.
All submissions should refer to File
Number SR–DTC–2016–011. 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 DTC and on DTCC’s Web site
(https://dtcc.com/legal/sec-rulefilings.aspx). 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–DTC–
2016–011 and should be submitted on
or before December 5, 2016.
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
17:26 Nov 10, 2016
[FR Doc. 2016–27236 Filed 11–10–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79257; File No. 265–29]
• 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–
DTC–2016–011 on the subject line.
32 17
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.32
Brent J. Fields,
Secretary.
Jkt 241001
Equity Market Structure Advisory
Committee
Securities and Exchange
Commission.
ACTION: Notice of meeting.
AGENCY:
The Securities and Exchange
Commission Equity Market Structure
Advisory Committee is providing notice
that it will hold a public meeting on
Tuesday, November 29, 2016, in MultiPurpose Room LL–006 at the
Commission’s headquarters, 100 F
Street NE., Washington, DC. The
meeting will begin at 9:30 a.m. (EST)
and will be open to the public. The
public portions of the meeting will be
webcast on the Commission’s Web site
at www.sec.gov. Persons needing special
accommodations to take part because of
a disability should notify the contact
person listed below. The public is
invited to submit written statements to
the Committee. The meeting will focus
on recommendations and updates from
the four subcommittees.
DATES: The public meeting will be held
on Tuesday, November 29, 2016.
Written statements should be received
on or before November 23, 2016.
ADDRESSES: The meeting will be held at
the Commission’s headquarters, 100 F
Street NE., Washington, DC. Written
statements may be submitted by any of
the following methods:
SUMMARY:
Electronic Statements
• Use the Commission’s Internet
submission form (https://www.sec.gov/
rules/other.shtml); or
• Send an email message to rulecomments@sec.gov. Please include File
Number 265–29 on the subject line; or
Paper Statements
• Send paper statements in triplicate
to Brent J. Fields, Federal Advisory
Committee Management Officer,
Securities and Exchange Commission,
100 F Street NE., Washington, DC
20549–1090.
All submissions should refer to File No.
265–29. This file number should be
included on the subject line if email is
PO 00000
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used. To help us process and review
your statement more efficiently, please
use only one method. The Commission
will post all statements on the
Commission’s Internet Web site at SEC
Web site at (https://www.sec.gov/
comments/265-29/265-29.shtml).
Statements also will be available for
Web site viewing and printing in the
Commission’s Public Reference Room,
100 F Street NE., Room 1580,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. All statements
received will be posted without change;
we do not edit personal identifying
information from submissions. You
should submit only information that
you wish to make available publicly.
FOR FURTHER INFORMATION CONTACT:
Arisa Tinaves Kettig, Senior Special
Counsel, at (202) 551–5676, Division of
Trading and Markets, Securities and
Exchange Commission, 100 F Street NE.,
Washington, DC 20549–7010.
SUPPLEMENTARY INFORMATION: In
accordance with Section 10(a) of the
Federal Advisory Committee Act, 5
U.S.C.–App. 1, and the regulations
thereunder, Stephen Luparello,
Designated Federal Officer of the
Committee, has ordered publication of
this notice.
Dated: November 8, 2016.
Brent J. Fields,
Committee Management Officer.
[FR Doc. 2016–27265 Filed 11–10–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–79249; File No. SR–Phlx–
2016–86]
Self-Regulatory Organizations;
NASDAQ PHLX LLC; Order Granting
Approval of Proposed Rule Change To
Delete or Amend Rule Language
Relating to Specialists and Registered
Options Traders
November 7, 2016.
I. Introduction
On August 12, 2016, NASDAQ PHLX
LLC (‘‘Exchange’’ or ‘‘Phlx’’) filed with
the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘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 delete or
amend its rules relating to specialists
and Registered Options Traders
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
E:\FR\FM\14NON1.SGM
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Federal Register / Vol. 81, No. 219 / Monday, November 14, 2016 / Notices
(‘‘ROTs’’). The proposed rule change
was published for comment in the
Federal Register on August 31, 2016.3
On October 12, 2016, pursuant to
Section 19(b)(2) of the Act,4 the
Commission designated a longer period
within which to approve the proposed
rule change, disapprove the proposed
rule change, or institute proceedings to
determine whether to disapprove the
proposed rule change.5 The Commission
received no comment letters on the
proposed rule change. This order
approves the proposed rule change.
mstockstill on DSK3G9T082PROD with NOTICES
II. Description of the Proposal
Phlx Rules 1022(b) and (c) currently
require each specialist 6 or ROT 7 to
provide to the Exchange reports of
options and orders in a manner
prescribed by the Exchange. Phlx Rule
1022(b) requires each specialist or ROT
to report opening positions and each
purchase and sale in each option in
which the specialist or ROT is registered
for each account reported pursuant to
Phlx Rule 1022.8 Phlx Rule 1022(c)
requires each specialist or ROT to report
every order entered by the specialist or
ROT for the purchase or sale of a
security underlying any stock or
Exchange-Traded Fund Share options
contract traded on the Exchange or a
security convertible into or
exchangeable for such underlying
security, as well as opening and closing
positions in all such securities held in
each account reported pursuant to Phlx
Rule 1022.9 The Exchange proposes to
3 See Securities Exchange Act Release No. 78680
(August 25, 2016), 81 FR 60110 (August 31, 2016)
(‘‘Notice’’).
4 15 U.S.C. 78s(b)(2).
5 See Securities Exchange Act Release No. 79087,
81 FR 71776 (October 18, 2016). The Commission
designated a longer period within which to take
action on the proposed rule change and designated
November 29, 2016, as the date by which it should
approve, disapprove, or institute proceedings to
determine whether to disapprove the proposed rule
change.
6 A ‘‘specialist’’ is an Exchange member who is
registered as an options specialist pursuant to Phlx
Rule 1020(a). Specialists are subject to quoting and
registration obligations set forth in Phlx Rules
1014(b), 1020 and 1080.02.
7 A ‘‘ROT’’ is defined in Phlx Rule 1014(b) as a
regular member or a foreign currency options
participant of the Exchange located on the trading
floor who has received permission from the
Exchange to trade in options for his own account.
For the purposes of Phlx Rule 1014, the term
‘‘ROT’’ includes Streaming Quote Traders and
Remote Streaming Quote Traders.
8 See Notice, supra note 3, at 60110. The report
is required to designate the time and type of tick
at which such transaction was effected.
9 See id. The report pertaining to orders must
include the terms of each order, identification of the
brokerage firms through which the orders were
entered, the times of entry or cancellation, the times
reports of executions were received and, if all or
part of the order was executed, the quantity and
execution price.
VerDate Sep<11>2014
17:26 Nov 10, 2016
Jkt 241001
delete Phlx Rules 1022(b) and (c). The
Exchange represents that the submission
of these reports by specialists and ROTs
is no longer necessary because most of
the information in the reports is
available to the Exchange from other
sources.10
Phlx Rule 1036(a) currently requires
every limited partner, approved person,
and every party who is affiliated with a
specialist member organization to agree,
in a stipulation approved by the
Exchange, not to violate any Exchange
rule or cause a specialist or a specialist
member organization to violate these or
any other rules relating to specialists.
The Exchange proposes to delete Phlx
Rule 1036(a). The Exchange represents
that the violation of a stipulation would
have provided the Exchange with a
separate basis for proceeding against the
provider of the stipulation in the event
of an Exchange rule violation.11 The
Exchange believes that the stipulations
are no longer necessary for that purpose
and that the burden of collecting
stipulations outweighs any benefits
from the rule.12
Phlx Rule 1036(b) provides that no
issuer, or parent or subsidiary thereof,
or any officer, director or 10%
stockholder thereof, may become an
approved person in a specialist member
organization whose members are
registered in a security of that issuer.
The Exchange proposes to amend Phlx
Rule 1036(b) to refer to members who
are registered in options overlying a
security of that issuer to specify that
Phlx Rule 1036(b) applies only to
options trading on the Exchange.13
Phlx Rule 1037 provides that a
specialist is liable for any loss sustained
for orders entrusted to him which
should have been executed, and for
which he should have sent an execution
report, when the specialist was made
aware of the error by 9:30 on the
business day following the submission
of the order. The Exchange proposes to
delete Phlx Rule 1037. The Exchange
represents that today, specialists on the
Exchange trade only for their own
account and no longer handle orders for
other market participants in their
capacity as specialists; therefore,
specialists would no longer be in a
10 See id. The Exchange represents that the
information referred to in Phlx Rule 1022(b) is
available from the Options Clearing Corporation
and that much of the information referred to in Phlx
Rule 1022(c) is available in the Intermarket
Surveillance Group Equity Audit Trail.
11 See id.
12 See id.
13 The Exchange is also correcting the rule by
changing the word ‘‘who’’ to ‘‘whose.’’
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Fmt 4703
Sfmt 4703
79547
position to miss orders as contemplated
by Rule 1037.14
III. Discussion and Commission
Findings
After careful review, the Commission
finds that the proposed rule change is
consistent with the requirements of the
Act and rules and regulations
thereunder applicable to a national
securities exchange.15 In particular, the
Commission finds that the proposed
rule change is consistent with Section
6(b)(5) of the Act,16 which requires,
among other things, that the rules of a
national securities exchange be
designed to promote just and equitable
principles of trade, to remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest; and are not designed to
permit unfair discrimination between
customers, issuers, brokers, or dealers.
The Commission notes that the
deletion of Phlx Rules 1022(b), 1022(c),
and 1036(a) should eliminate burdens
on Phlx members that the Exchange
believes are no longer necessary to carry
out its oversight of its members. In
addition, the Commission notes that the
Exchange’s proposal to delete Phlx
Rules 1022(b), 1022(c), 1036(a), and
1037 should benefit investors by
helping to ensure that the Phlx rules
correctly describe the current operations
of the Exchange and obligations of its
members. Finally, the Commission
believes that amending Phlx Rule
1036(b) to specify that Phlx Rule
1036(b) applies only to options trading
on the Exchange should add clarity to
Phlx’s rules.
Accordingly, for the reasons
discussed above, the Commission finds
that the proposed rule change is
consistent with Section 6(b)(5) of the
Act.
V. Conclusion
It is therefore ordered pursuant to
Section 19(b)(2) of the Act 17 that the
proposed rule change (SR–PHLX–2016–
86) be and hereby is approved.
14 See
Notice, supra note 3, at 60111.
approving the proposed rule changes, the
Commission has considered their impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
16 15 U.S.C. 78f(b)(5).
17 15 U.S.C. 78s(b)(2).
18 17 CFR 200.30–3(a)(12).
15 In
E:\FR\FM\14NON1.SGM
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79548
Federal Register / Vol. 81, No. 219 / Monday, November 14, 2016 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Brent J. Fields,
Secretary.
[FR Doc. 2016–27234 Filed 11–10–16; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
32353; File No. 812–14654]
The Boston Trust & Walden Funds, et
al.; Notice of Application
November 7, 2016.
Securities and Exchange
Commission (‘‘Commission’’).
ACTION: Notice of an application for an
order pursuant to: (a) Section 6(c) of the
Investment Company Act of 1940
(‘‘Act’’) granting an exemption from
sections 18(f) and 21(b) of the Act; (b)
section 12(d)(1)(J) of the Act granting an
exemption from section 12(d)(1) of the
Act; (c) sections 6(c) and 17(b) of the
Act granting an exemption from sections
17(a)(1), 17(a)(2) and 17(a)(3) of the Act;
and (d) section 17(d) of the Act and rule
17d–1 under the Act to permit certain
joint arrangements and transactions.
Applicants request an order that would
permit certain registered open-end
management investment companies to
participate in a joint lending and
borrowing facility.
AGENCY:
The Boston Trust & Walden
Funds, registered under the Act as an
open-end management investment
company with one or more series, and
Boston Trust Investment Management,
Inc. (the ‘‘Adviser’’), registered as an
investment adviser under the
Investment Advisers Act of 1940.
FILING DATES: The application was filed
on June 3, 2016, and amended on
August 18, 2016 and October 18, 2016.
HEARING OR NOTIFICATION OF HEARING: An
order granting the requested relief will
be issued unless the Commission orders
a hearing. Interested persons may
request a hearing by writing to the
Commission’s Secretary and serving
applicants with a copy of the request,
personally or by mail. Hearing requests
should be received by the Commission
by 5:30 p.m. on December 1, 2016 and
should be accompanied by proof of
service on the applicants, in the form of
an affidavit, or, for lawyers, a certificate
of service. Pursuant to Rule 0–5 under
the Act, hearing requests should state
the nature of the writer’s interest, any
facts bearing upon the desirability of a
hearing on the matter, the reason for the
mstockstill on DSK3G9T082PROD with NOTICES
APPLICANTS:
VerDate Sep<11>2014
17:26 Nov 10, 2016
Jkt 241001
request, and the issues contested.
Persons who wish to be notified of a
hearing may request notification by
writing to the Commission’s Secretary.
ADDRESSES: Secretary, U.S. Securities
and Exchange Commission, 100 F Street
NE., Washington, DC 20549–1090;
Applicants, c/o Michael V. Wible, Esq.,
Thompson Hine LLP, 41 South High
Street, Suite 1700, Columbus, OH
43215.
FOR FURTHER INFORMATION CONTACT:
Jennifer Palmer, Senior Counsel, at (202)
551–5786 or Nadya Roytblat, Assistant
Chief Counsel, at (202) 551–6823
(Division of Investment Management,
Chief Counsel’s Office).
SUPPLEMENTARY INFORMATION: The
following is a summary of the
application. The complete application
may be obtained via the Commission’s
Web site by searching for the file
number, or an applicant using the
Company name box, at https://
www.sec.gov/search/search.htm or by
calling (202) 551–8090.
Summary of the Application
1. Applicants request an order that
would permit the applicants to
participate in an interfund lending
facility where each Fund could lend
money directly to and borrow money
directly from other Funds to cover
unanticipated cash shortfalls, such as
unanticipated redemptions or trade
fails.1 The Funds will borrow under the
facility only to satisfy their short-term
cash needs, and the loans’ duration will
be no more than 7 days.2
2. Applicants anticipate that the
proposed facility would provide a
borrowing Fund with a source of
liquidity at a rate lower than the bank
borrowing rate at times when the cash
position of the Fund is insufficient to
meet temporary cash requirements. In
addition, Funds making short-term cash
loans directly to other Funds would
earn interest at a rate higher than they
otherwise could obtain from investing
their cash in repurchase agreements or
certain other short-term money market
instruments. Thus, applicants assert that
1 Applicants request that the order apply to the
applicants and to any existing or future registered
open-end management investment company or
series thereof for which the Adviser or any
successor thereto or an investment adviser
controlling, controlled by, or under common
control with the Adviser or any successor thereto
serves as investment adviser (each a ‘‘Fund’’ and
collectively the ‘‘Funds’’ and each such investment
adviser an ‘‘Adviser’’). For purposes of the
requested order, ‘‘successor’’ is limited to any entity
that results from a reorganization into another
jurisdiction or a change in the type of a business
organization.
2 Any Fund, however, will be able to call a loan
on one business day’s notice.
PO 00000
Frm 00138
Fmt 4703
Sfmt 4703
the facility would benefit both
borrowing and lending Funds.
3. Applicants agree that any order
granting the requested relief will be
subject to the terms and conditions
stated in the application. Among others,
the Adviser, through a designated
committee, would administer the
facility as a disinterested fiduciary as
part of its duties under the investment
management agreements with the Funds
and would receive no additional fee as
compensation for its services in
connection with the administration of
the facility, except that the Adviser
could collect standard fees for
transaction-related services. The facility
would be subject to oversight and
certain approvals by the Funds’ Board,
including, among others, approval of the
interest rate formula and of the method
for allocating loans across Funds, as
well as review of the process in place to
evaluate the liquidity implications for
the Funds. A Fund’s aggregate
outstanding interfund loans will not
exceed 15% of its net assets, and the
Fund’s loans to any one Fund will not
exceed 5% of the lending Fund’s net
assets.3
4. Applicants assert that the facility
does not raise the concerns underlying
section 12(d)(1) of the Act given that the
Funds are part of the same group of
investment companies and there will be
no duplicative costs or fees to the
Funds.4 Applicants also assert that the
proposed transactions do not raise the
concerns underlying sections 17(a)(1),
17(a)(3), 17(d) and 21(b) of the Act as
the Funds would not engage in lending
transactions that unfairly benefit
insiders or are detrimental to the Funds.
Applicants state that the facility will
offer both reduced borrowing costs and
enhanced returns on loaned funds to all
participating Funds and each Fund
would have an equal opportunity to
borrow and lend on equal terms based
on an interest rate formula that is
objective and verifiable. With respect to
the relief from section 17(a)(2) of the
Act, applicants note that any collateral
pledged to secure an interfund loan
would be subject to the same conditions
imposed by any other lender to a Fund
that imposes conditions on the quality
of or access to collateral for a borrowing
(if the lender is another Fund) or the
3 Under certain circumstances, a borrowing Fund
will be required to pledge collateral to secure the
loan.
4 Applicants state that the obligation to repay an
interfund loan could be deemed to constitute a
security for the purposes of sections 17(a)(1) and
12(d)(1) of the Act.
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Agencies
[Federal Register Volume 81, Number 219 (Monday, November 14, 2016)]
[Notices]
[Pages 79546-79548]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2016-27234]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-79249; File No. SR-Phlx-2016-86]
Self-Regulatory Organizations; NASDAQ PHLX LLC; Order Granting
Approval of Proposed Rule Change To Delete or Amend Rule Language
Relating to Specialists and Registered Options Traders
November 7, 2016.
I. Introduction
On August 12, 2016, NASDAQ PHLX LLC (``Exchange'' or ``Phlx'')
filed with the Securities and Exchange Commission (``SEC'' or
``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 delete or amend its rules relating to
specialists and Registered Options Traders
[[Page 79547]]
(``ROTs''). The proposed rule change was published for comment in the
Federal Register on August 31, 2016.\3\ On October 12, 2016, pursuant
to Section 19(b)(2) of the Act,\4\ the Commission designated a longer
period within which to approve the proposed rule change, disapprove the
proposed rule change, or institute proceedings to determine whether to
disapprove the proposed rule change.\5\ The Commission received no
comment letters on the proposed rule change. This order approves the
proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 78680 (August 25,
2016), 81 FR 60110 (August 31, 2016) (``Notice'').
\4\ 15 U.S.C. 78s(b)(2).
\5\ See Securities Exchange Act Release No. 79087, 81 FR 71776
(October 18, 2016). The Commission designated a longer period within
which to take action on the proposed rule change and designated
November 29, 2016, as the date by which it should approve,
disapprove, or institute proceedings to determine whether to
disapprove the proposed rule change.
---------------------------------------------------------------------------
II. Description of the Proposal
Phlx Rules 1022(b) and (c) currently require each specialist \6\ or
ROT \7\ to provide to the Exchange reports of options and orders in a
manner prescribed by the Exchange. Phlx Rule 1022(b) requires each
specialist or ROT to report opening positions and each purchase and
sale in each option in which the specialist or ROT is registered for
each account reported pursuant to Phlx Rule 1022.\8\ Phlx Rule 1022(c)
requires each specialist or ROT to report every order entered by the
specialist or ROT for the purchase or sale of a security underlying any
stock or Exchange-Traded Fund Share options contract traded on the
Exchange or a security convertible into or exchangeable for such
underlying security, as well as opening and closing positions in all
such securities held in each account reported pursuant to Phlx Rule
1022.\9\ The Exchange proposes to delete Phlx Rules 1022(b) and (c).
The Exchange represents that the submission of these reports by
specialists and ROTs is no longer necessary because most of the
information in the reports is available to the Exchange from other
sources.\10\
---------------------------------------------------------------------------
\6\ A ``specialist'' is an Exchange member who is registered as
an options specialist pursuant to Phlx Rule 1020(a). Specialists are
subject to quoting and registration obligations set forth in Phlx
Rules 1014(b), 1020 and 1080.02.
\7\ A ``ROT'' is defined in Phlx Rule 1014(b) as a regular
member or a foreign currency options participant of the Exchange
located on the trading floor who has received permission from the
Exchange to trade in options for his own account. For the purposes
of Phlx Rule 1014, the term ``ROT'' includes Streaming Quote Traders
and Remote Streaming Quote Traders.
\8\ See Notice, supra note 3, at 60110. The report is required
to designate the time and type of tick at which such transaction was
effected.
\9\ See id. The report pertaining to orders must include the
terms of each order, identification of the brokerage firms through
which the orders were entered, the times of entry or cancellation,
the times reports of executions were received and, if all or part of
the order was executed, the quantity and execution price.
\10\ See id. The Exchange represents that the information
referred to in Phlx Rule 1022(b) is available from the Options
Clearing Corporation and that much of the information referred to in
Phlx Rule 1022(c) is available in the Intermarket Surveillance Group
Equity Audit Trail.
---------------------------------------------------------------------------
Phlx Rule 1036(a) currently requires every limited partner,
approved person, and every party who is affiliated with a specialist
member organization to agree, in a stipulation approved by the
Exchange, not to violate any Exchange rule or cause a specialist or a
specialist member organization to violate these or any other rules
relating to specialists. The Exchange proposes to delete Phlx Rule
1036(a). The Exchange represents that the violation of a stipulation
would have provided the Exchange with a separate basis for proceeding
against the provider of the stipulation in the event of an Exchange
rule violation.\11\ The Exchange believes that the stipulations are no
longer necessary for that purpose and that the burden of collecting
stipulations outweighs any benefits from the rule.\12\
---------------------------------------------------------------------------
\11\ See id.
\12\ See id.
---------------------------------------------------------------------------
Phlx Rule 1036(b) provides that no issuer, or parent or subsidiary
thereof, or any officer, director or 10% stockholder thereof, may
become an approved person in a specialist member organization whose
members are registered in a security of that issuer. The Exchange
proposes to amend Phlx Rule 1036(b) to refer to members who are
registered in options overlying a security of that issuer to specify
that Phlx Rule 1036(b) applies only to options trading on the
Exchange.\13\
---------------------------------------------------------------------------
\13\ The Exchange is also correcting the rule by changing the
word ``who'' to ``whose.''
---------------------------------------------------------------------------
Phlx Rule 1037 provides that a specialist is liable for any loss
sustained for orders entrusted to him which should have been executed,
and for which he should have sent an execution report, when the
specialist was made aware of the error by 9:30 on the business day
following the submission of the order. The Exchange proposes to delete
Phlx Rule 1037. The Exchange represents that today, specialists on the
Exchange trade only for their own account and no longer handle orders
for other market participants in their capacity as specialists;
therefore, specialists would no longer be in a position to miss orders
as contemplated by Rule 1037.\14\
---------------------------------------------------------------------------
\14\ See Notice, supra note 3, at 60111.
---------------------------------------------------------------------------
III. Discussion and Commission Findings
After careful review, the Commission finds that the proposed rule
change is consistent with the requirements of the Act and rules and
regulations thereunder applicable to a national securities
exchange.\15\ In particular, the Commission finds that the proposed
rule change is consistent with Section 6(b)(5) of the Act,\16\ which
requires, among other things, that the rules of a national securities
exchange be designed to promote just and equitable principles of trade,
to remove impediments to and perfect the mechanism of a free and open
market and a national market system, and, in general, to protect
investors and the public interest; and are not designed to permit
unfair discrimination between customers, issuers, brokers, or dealers.
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\15\ In approving the proposed rule changes, the Commission has
considered their impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
\16\ 15 U.S.C. 78f(b)(5).
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The Commission notes that the deletion of Phlx Rules 1022(b),
1022(c), and 1036(a) should eliminate burdens on Phlx members that the
Exchange believes are no longer necessary to carry out its oversight of
its members. In addition, the Commission notes that the Exchange's
proposal to delete Phlx Rules 1022(b), 1022(c), 1036(a), and 1037
should benefit investors by helping to ensure that the Phlx rules
correctly describe the current operations of the Exchange and
obligations of its members. Finally, the Commission believes that
amending Phlx Rule 1036(b) to specify that Phlx Rule 1036(b) applies
only to options trading on the Exchange should add clarity to Phlx's
rules.
Accordingly, for the reasons discussed above, the Commission finds
that the proposed rule change is consistent with Section 6(b)(5) of the
Act.
V. Conclusion
It is therefore ordered pursuant to Section 19(b)(2) of the Act
\17\ that the proposed rule change (SR-PHLX-2016-86) be and hereby is
approved.
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\17\ 15 U.S.C. 78s(b)(2).
\18\ 17 CFR 200.30-3(a)(12).
[[Page 79548]]
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For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
Brent J. Fields,
Secretary.
[FR Doc. 2016-27234 Filed 11-10-16; 8:45 am]
BILLING CODE 8011-01-P