Self-Regulatory Organizations; NASDAQ BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Increase the BX Options Market Port Fees and Institute a Fee Cap at Chapter XV Section 3, 11381-11383 [2017-03461]
Download as PDF
Federal Register / Vol. 82, No. 34 / Wednesday, February 22, 2017 / Notices
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 proposal that are
filed with the Commission, and all
written communications relating to the
proposal between the Commission and
any person, other than those that may be
withheld from the public in accordance
with the provisions of 5 U.S.C. 552, will
be available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filings also will be available for
inspection and copying at the principal
office of the Exchanges. 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–
NYSEMKT–2016–99 and should be
submitted on or before March 15, 2017.
Rebuttal comments should be submitted
by March 29, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–03398 Filed 2–21–17; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–80055; File No. SR–BX–
2017–009]
Self-Regulatory Organizations;
NASDAQ BX, Inc.; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Increase the BX
Options Market Port Fees and Institute
a Fee Cap at Chapter XV Section 3
sradovich on DSK3GMQ082PROD with NOTICES
February 16, 2017.
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 February
8, 2017, NASDAQ BX, Inc. (‘‘BX’’ 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
CFR 200.30–3(a)(57).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
16:05 Feb 21, 2017
Jkt 241001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to increase
the BX Options Market port fees and
institute a fee cap at Chapter XV Section
3.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqbx.cchwallstreet.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
SECURITIES AND EXCHANGE
COMMISSION
19 17
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
The purpose of the proposed rule
change is to increase the BX Options
Market port fees and institute a fee cap
at Chapter XV Section 3(b).3 The
Exchange notes that it has not increased
fees for the connectivity provided under
the rule since its adoption in January
2015 4 notwithstanding that the costs
that the Exchange incurs in offering the
connectivity have increased. As
described below, the Exchange is also
proposing to limit the total amount that
an Options Participant 5 may be
assessed under the rule.
Under the Chapter XV Section 3(b),
the Exchange assesses an Options
Participant $200 per port, per month,
3 The Exchange initially filed the proposed
pricing changes on February 1, 2017 (SR–BX–2017–
005). On February 8, 2017, the Exchange withdrew
that filing and submitted this filing.
4 See Securities Exchange Act Release No. 73894
(December 19, 2014), 79 FR 78119 (December 29,
2014) (SR–BX–2014–060).
5 As defined by BX Options Rules Chapter II,
Section 1.
PO 00000
Frm 00046
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11381
per mnemonic 6 for Order Entry Ports,7
CTI Ports,8 BX Depth Ports,9 BX TOP
Ports,10 and Order Entry DROP Ports 11
without a cap on how much a
Participant is assessed.12 The Exchange
is proposing to increase the fee assessed
for Order Entry Ports, CTI Ports, BX
Depth Ports, BX TOP Ports, and Order
Entry DROP Ports to $650 per port, per
month, per mnemonic, which is
consistent with the fees assessed by The
NASDAQ Stock Market for comparable
connectivity.13 The Exchange is also
6 A ‘‘mnemonic’’ is a unique identifier consisting
of a four character alpha code.
7 The Order Entry Port Fee is a connectivity fee
in connection with routing orders to the Exchange
via an external order entry port. BX Options Market
Participants access the Exchange’s network through
order entry ports. A BX Options Market Participant
may have more than one order entry port.
8 CTI offers real-time clearing trade updates. A
real-time clearing trade update is a message that is
sent to a member after an execution has occurred
and contains trade details. The message containing
the trade details is also simultaneously sent to The
Options Clearing Corporation. The trade messages
are routed to a member’s connection containing
certain information. The administrative and market
event messages include, but are not limited to:
System event messages to communicate
operational-related events; options directory
messages to relay basic option symbol and contract
information for options traded on the Exchange;
complex strategy messages to relay information for
those strategies traded on the Exchange; trading
action messages to inform market participants when
a specific option or strategy is halted or released for
trading on the Exchange; and an indicator which
distinguishes electronic and non-electronically
delivered orders.
9 A BX Depth Port provides access to BX Depth,
which is a data feed that provides quotation
information for individual orders on the BX book,
last sale information for trades executed on BX, and
Order Imbalance Information as set forth in BX
Options Rules Chapter VI, Section 8. BX Depth is
the options equivalent of the BX TotalView/ITCH
data feed that BX offers under BX Rule 7023 with
respect to equities traded on BX. As with
TotalView, members use BX Depth to ‘‘build’’ their
view of the BX book by adding individual orders
that appear on the feed, and subtracting individual
orders that are executed. See Chapter VI, Section
1(a)(3)(A).
10 BX TOP Port is a data feed that provides the
BX Best Bid and Offer (‘‘BBO’’) and last sale
information for trades executed on BX. The BBO
and last sale information are identical to the
information that BX sends to the Options Price
Regulatory Authority (‘‘OPRA’’) and which OPRA
disseminates via the consolidated data feed for
options. BX TOP Port is the options equivalent of
the BX Basic data feed offered for equities under BX
Rule 7047. See Chapter VI, Section 1(a)(3)(B).
11 The DROP interface provides real time
information regarding orders sent to the BX Options
Market and executions that occurred on the BX
Options Market. The DROP interface is not a trading
interface and does not accept order messages.
12 The Exchange also assesses a $500 SQF Port
fee, which is assessed per port, per month. A SQF
Port is a port that allows a Participant acting as
options Market Maker to enter its markets into the
BX Options Market. The Exchange is not proposing
to amend the fees assessed for SQF Ports or apply
the proposed limit on fees to SQF Port fees.
13 See NASDAQ Options Rules Chapter XV,
Section 3(b).
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Federal Register / Vol. 82, No. 34 / Wednesday, February 22, 2017 / Notices
sradovich on DSK3GMQ082PROD with NOTICES
proposing to limit the amount a
Participant must pay for the
aforementioned connectivity provided
under Chapter XV Section 3(b) to $7,500
per month.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,14 in general, and furthers the
objectives of Sections 6(b)(4) and 6(b)(5)
of the Act,15 in particular, in that it
provides for the equitable allocation of
reasonable dues, fees and other charges
among members and issuers and other
persons using any facility, and is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Exchange believes that increasing
the fee assessed for Order Entry Ports,
CTI Ports, BX Depth Ports, BX TOP
Ports, and Order Entry DROP Ports to
$650 per port, per month, per
mnemonic is reasonable because it is
competitive with the fees of other
exchanges. Specifically, The NASDAQ
Stock Market assesses $650 per port, per
month, per mnemonic for comparable
connectivity under Nasdaq Options
Market Rules Chapter XV, Section 3(b).
Moreover, the Exchange notes that it has
not increased fees for the connectivity
provided under the rule since it adopted
the connectivity options on January 2,
2015,16 notwithstanding that costs
associated with offering and supporting
the connectivity have increased, which
include the cost of technology and
infrastructure. The costs that the
Exchange incurs is substantially similar
to those that The NASDAQ Stock
Market incurs, since both exchanges use
the same hardware and support services
for the ports. Thus, the Exchange has
determined that $650 per port, per
month, per mnemonic is the appropriate
fee that will allow it to cover its costs
and realize a profit, while avoiding an
overall reduction in the number of
subscribers. The Exchange also believes
that the proposed $7,500 fee cap is
reasonable because, taken together with
the proposed fee increase, it will allow
the Exchange to cover costs while
reducing the impact of the fees on
Options Participants that subscribe to a
large number of ports. Because Options
Participants generally need an
increasing number of ports as provided
under BX Options Market Rules Chapter
XV Section 3(b) as their activity
expands on the BX Options Market, the
Exchange believes that without such a
cap Options Participants may be
14 15
U.S.C. 78f(b).
U.S.C. 78f(b)(4) and (5).
16 See note 4, supra.
inhibited from growing their activity on
the Exchange. As a general principal,
the Exchange believes that greater
participation on the BX Options Market
by Options Participants improves
market quality for all market
participants. Thus, in arriving at a fee
cap of $7,500, the Exchange balanced
the desire to improve market quality
against the need to cover costs and make
a profit.
The Exchange believes that increasing
the fee assessed for Order Entry Ports,
CTI Ports, BX Depth Ports, BX TOP
Ports, and Order Entry DROP Ports to
$650 per port, per month, per
mnemonic is an equitable allocation and
is not unfairly discriminatory because
the increased fee will apply to all
Options Participants that have, or are
seeking, the connectivity provided
under the rule. As noted above, the
Exchange is increasing the fees under
the rule to align them with the costs
associated with offering the ports as
well as to allow the Exchange to realize
a profit. The Exchange believes that the
proposed $7,500 fee cap is an equitable
allocation and is not unfairly
discriminatory because the any Options
Participant that subscribes to
connectivity under the rule that would
otherwise exceed $7,500 per month will
have its fees capped. Although Options
Participants that do not have fees under
the rule in excess of $7,500 per month
will not benefit from the fee cap, the
Exchange notes that any Options
Participant may increase the number of
ports subscribed to receive the fee cap,
should their activity on the BX Options
Market warrant increased subscription.
Moreover, Options Participants that do
not qualify for the fee cap will benefit
from the greater liquidity provided by
Options Participants that conduct a
sufficient level of activity on the BX
Options Market to require connectivity
in excess of the fee cap.
The Exchange notes that it is not
amending or applying a fee limitation to
SQF Port Fees, which are also provided
under BX Options Market Rules Chapter
XV Section 3(b).17 The Exchange
believes that it is equitable and not
unfairly discriminatory to increase the
other port fees, as proposed herein, and
not increase the fee assessed for SQF
Port Fees because SQF Port Fees are
used by BX market makers in
connection with their market making
activities. Unlike other Options
Participants, BX market makers add
value to the market through continuous
quoting and a commitment of capital.
The Exchange believes that not applying
a limitation on fees to SQF Port Fees is
15 15
VerDate Sep<11>2014
16:05 Feb 21, 2017
17 See
Jkt 241001
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note 12, supra.
Frm 00047
Fmt 4703
Sfmt 4703
equitable and not unfairly
discriminatory because the Exchange
has found that maintaining the
separation between SQF ports and the
other ports under BX Options Market
Rules Chapter XV Section 3(b) is
appropriate given the different purposes
for subscribing to the ports. Moreover,
the Exchange does not believe that
applying an independent fee limitation
to SQF Port Fees is warranted at this
juncture because of the limited number
of SQF ports to which any single market
maker subscribes.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. In terms of
inter-market competition, the Exchange
notes that it operates in a highly
competitive market in which market
participants can readily favor competing
venues if they deem fee levels at a
particular venue to be excessive, or
rebate opportunities available at other
venues to be more favorable. In such an
environment, the Exchange must
continually adjust its fees to remain
competitive with other exchanges and
with alternative trading systems that
have been exempted from compliance
with the statutory standards applicable
to exchanges. Because competitors are
free to modify their own fees in
response, and because market
participants may readily adjust their
order routing practices, the Exchange
believes that the degree to which fee
changes in this market may impose any
burden on competition is extremely
limited.
In this instance, the proposed changes
to the charges assessed for Order Entry
Ports, CTI Ports, BX Depth Ports, BX
TOP Ports, and Order Entry DROP Ports
under BX Options Market Rules Chapter
XV Section 3(b) do not impose a burden
on competition because the Exchange’s
connectivity services are completely
voluntary and subject to extensive
competition both from other exchanges
and from off-exchange venues. To the
extent that the changes are viewed
unfavorably by Options Participants, the
proposed fees increase and fee cap may
result in the Exchange losing
subscribership and market participation,
which would likely benefit other
exchanges and trading venues.
Accordingly, the Exchange does not
believe that the proposed changes will
impair the ability of Options
Participants or competing order
execution venues to maintain their
E:\FR\FM\22FEN1.SGM
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Federal Register / Vol. 82, No. 34 / Wednesday, February 22, 2017 / Notices
competitive standing in the financial
markets.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section
19(b)(3)(A)(ii) of the Act.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: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) 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:
sradovich on DSK3GMQ082PROD with NOTICES
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rulecomments@sec.gov. Please include File
Number SR–BX–2017–009 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–BX–2017–009. 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
18 15
U.S.C. 78s(b)(3)(A)(ii).
VerDate Sep<11>2014
16:05 Feb 21, 2017
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–BX–
2017–009, and should be submitted on
or before March 15, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–03461 Filed 2–21–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Proposed Collection; Comment
Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736.
Extension:
Form N–8B–4; SEC File No. 270–180, OMB
Control No. 3235–0247.
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501 et seq.), the Securities
and Exchange Commission
(‘‘Commission’’) is soliciting comments
on the collection of information
summarized below. The Commission
plans to submit this existing collection
of information to the Office of
Management and Budget (‘‘OMB’’) for
extension and approval.
Form N–8B–4 (17 CFR 274.14) is the
form used by face-amount certificate
companies to comply with the filing and
disclosure requirements imposed by
Section 8(b) of the Investment Company
Act of 1940 (15 U.S.C. 80a–8(b)). Among
other items, Form N–8B–4 requires
disclosure of the following information
19 17
Jkt 241001
PO 00000
CFR 200.30–3(a)(12).
Frm 00048
Fmt 4703
Sfmt 4703
11383
about the face-amount certificate
company: Date and form of
organization; controlling persons;
current business and contemplated
changes to the company’s business;
investment, borrowing, and lending
policies, as well as other fundamental
policies; securities issued by the
company; investment adviser;
depositaries; management personnel;
compensation paid to directors, officers,
and certain employees; and financial
statements. The Commission uses the
information provided in the collection
of information to determine compliance
with Section 8(b) of the Investment
Company Act of 1940.
Form N–8B–4 and the burden of
compliance have not changed since the
last approval. Each registrant files Form
N–8B–4 for its initial filing and does not
file post-effective amendments to Form
N–8B–4.1 Commission staff estimates
that no respondents will file Form N–
8B–4 each year. There are currently only
four existing face-amount certificate
companies, and none have filed a Form
N–8B–4 in many years. No new faceamount certificate companies have been
established since the last OMB
information collection approval for this
form, which occurred in 2014.
Accordingly, the staff estimates that,
each year, no face-amount certificate
companies will file Form N–8B–4, and
that the total burden for the information
collection is zero hours. Although
Commission staff estimates that there is
no hour burden associated with Form
N–8B–4, the staff is requesting a burden
of one hour for administrative purposes.
Estimates of the burden hours are made
solely for the purposes of the PRA and
are not derived from a comprehensive or
even a representative survey or study of
the costs of SEC rules and forms.
The information provided on Form
N–8B–4 is mandatory. The information
provided on Form N–8B–4 will not be
kept confidential. An agency may not
conduct or sponsor, and a person is not
required to respond to, a collection of
information unless it displays a
currently valid OMB control number.
Written comments are invited on: (a)
Whether the proposed collection of
information is necessary for the proper
performance of the functions of the
agency, including whether the
information will have practical utility;
1 Pursuant to Section 30(b)(1) of the Act, each
respondent keeps its registration statement current
through the filing of periodic reports as required by
Section 13 of the Securities Exchange Act of 1934
and the rules thereunder. Post-effective
amendments are filed with the Commission on the
face-amount certificate company’s Form S–1.
Hence, respondents only file Form N–8B–4 for their
initial registration statement and not for posteffective amendments.
E:\FR\FM\22FEN1.SGM
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Agencies
[Federal Register Volume 82, Number 34 (Wednesday, February 22, 2017)]
[Notices]
[Pages 11381-11383]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-03461]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80055; File No. SR-BX-2017-009]
Self-Regulatory Organizations; NASDAQ BX, Inc.; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Increase the BX
Options Market Port Fees and Institute a Fee Cap at Chapter XV Section
3
February 16, 2017.
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 February 8, 2017, NASDAQ BX, Inc. (``BX'' 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 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 increase the BX Options Market port fees
and institute a fee cap at Chapter XV Section 3.
The text of the proposed rule change is available on the Exchange's
Web site at https://nasdaqbx.cchwallstreet.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 increase the BX
Options Market port fees and institute a fee cap at Chapter XV Section
3(b).\3\ The Exchange notes that it has not increased fees for the
connectivity provided under the rule since its adoption in January 2015
\4\ notwithstanding that the costs that the Exchange incurs in offering
the connectivity have increased. As described below, the Exchange is
also proposing to limit the total amount that an Options Participant
\5\ may be assessed under the rule.
---------------------------------------------------------------------------
\3\ The Exchange initially filed the proposed pricing changes on
February 1, 2017 (SR-BX-2017-005). On February 8, 2017, the Exchange
withdrew that filing and submitted this filing.
\4\ See Securities Exchange Act Release No. 73894 (December 19,
2014), 79 FR 78119 (December 29, 2014) (SR-BX-2014-060).
\5\ As defined by BX Options Rules Chapter II, Section 1.
---------------------------------------------------------------------------
Under the Chapter XV Section 3(b), the Exchange assesses an Options
Participant $200 per port, per month, per mnemonic \6\ for Order Entry
Ports,\7\ CTI Ports,\8\ BX Depth Ports,\9\ BX TOP Ports,\10\ and Order
Entry DROP Ports \11\ without a cap on how much a Participant is
assessed.\12\ The Exchange is proposing to increase the fee assessed
for Order Entry Ports, CTI Ports, BX Depth Ports, BX TOP Ports, and
Order Entry DROP Ports to $650 per port, per month, per mnemonic, which
is consistent with the fees assessed by The NASDAQ Stock Market for
comparable connectivity.\13\ The Exchange is also
[[Page 11382]]
proposing to limit the amount a Participant must pay for the
aforementioned connectivity provided under Chapter XV Section 3(b) to
$7,500 per month.
---------------------------------------------------------------------------
\6\ A ``mnemonic'' is a unique identifier consisting of a four
character alpha code.
\7\ The Order Entry Port Fee is a connectivity fee in connection
with routing orders to the Exchange via an external order entry
port. BX Options Market Participants access the Exchange's network
through order entry ports. A BX Options Market Participant may have
more than one order entry port.
\8\ CTI offers real-time clearing trade updates. A real-time
clearing trade update is a message that is sent to a member after an
execution has occurred and contains trade details. The message
containing the trade details is also simultaneously sent to The
Options Clearing Corporation. The trade messages are routed to a
member's connection containing certain information. The
administrative and market event messages include, but are not
limited to: System event messages to communicate operational-related
events; options directory messages to relay basic option symbol and
contract information for options traded on the Exchange; complex
strategy messages to relay information for those strategies traded
on the Exchange; trading action messages to inform market
participants when a specific option or strategy is halted or
released for trading on the Exchange; and an indicator which
distinguishes electronic and non-electronically delivered orders.
\9\ A BX Depth Port provides access to BX Depth, which is a data
feed that provides quotation information for individual orders on
the BX book, last sale information for trades executed on BX, and
Order Imbalance Information as set forth in BX Options Rules Chapter
VI, Section 8. BX Depth is the options equivalent of the BX
TotalView/ITCH data feed that BX offers under BX Rule 7023 with
respect to equities traded on BX. As with TotalView, members use BX
Depth to ``build'' their view of the BX book by adding individual
orders that appear on the feed, and subtracting individual orders
that are executed. See Chapter VI, Section 1(a)(3)(A).
\10\ BX TOP Port is a data feed that provides the BX Best Bid
and Offer (``BBO'') and last sale information for trades executed on
BX. The BBO and last sale information are identical to the
information that BX sends to the Options Price Regulatory Authority
(``OPRA'') and which OPRA disseminates via the consolidated data
feed for options. BX TOP Port is the options equivalent of the BX
Basic data feed offered for equities under BX Rule 7047. See Chapter
VI, Section 1(a)(3)(B).
\11\ The DROP interface provides real time information regarding
orders sent to the BX Options Market and executions that occurred on
the BX Options Market. The DROP interface is not a trading interface
and does not accept order messages.
\12\ The Exchange also assesses a $500 SQF Port fee, which is
assessed per port, per month. A SQF Port is a port that allows a
Participant acting as options Market Maker to enter its markets into
the BX Options Market. The Exchange is not proposing to amend the
fees assessed for SQF Ports or apply the proposed limit on fees to
SQF Port fees.
\13\ See NASDAQ Options Rules Chapter XV, Section 3(b).
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2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\14\ in general, and furthers the objectives of
Sections 6(b)(4) and 6(b)(5) of the Act,\15\ in particular, in that it
provides for the equitable allocation of reasonable dues, fees and
other charges among members and issuers and other persons using any
facility, and is not designed to permit unfair discrimination between
customers, issuers, brokers, or dealers.
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\14\ 15 U.S.C. 78f(b).
\15\ 15 U.S.C. 78f(b)(4) and (5).
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The Exchange believes that increasing the fee assessed for Order
Entry Ports, CTI Ports, BX Depth Ports, BX TOP Ports, and Order Entry
DROP Ports to $650 per port, per month, per mnemonic is reasonable
because it is competitive with the fees of other exchanges.
Specifically, The NASDAQ Stock Market assesses $650 per port, per
month, per mnemonic for comparable connectivity under Nasdaq Options
Market Rules Chapter XV, Section 3(b). Moreover, the Exchange notes
that it has not increased fees for the connectivity provided under the
rule since it adopted the connectivity options on January 2, 2015,\16\
notwithstanding that costs associated with offering and supporting the
connectivity have increased, which include the cost of technology and
infrastructure. The costs that the Exchange incurs is substantially
similar to those that The NASDAQ Stock Market incurs, since both
exchanges use the same hardware and support services for the ports.
Thus, the Exchange has determined that $650 per port, per month, per
mnemonic is the appropriate fee that will allow it to cover its costs
and realize a profit, while avoiding an overall reduction in the number
of subscribers. The Exchange also believes that the proposed $7,500 fee
cap is reasonable because, taken together with the proposed fee
increase, it will allow the Exchange to cover costs while reducing the
impact of the fees on Options Participants that subscribe to a large
number of ports. Because Options Participants generally need an
increasing number of ports as provided under BX Options Market Rules
Chapter XV Section 3(b) as their activity expands on the BX Options
Market, the Exchange believes that without such a cap Options
Participants may be inhibited from growing their activity on the
Exchange. As a general principal, the Exchange believes that greater
participation on the BX Options Market by Options Participants improves
market quality for all market participants. Thus, in arriving at a fee
cap of $7,500, the Exchange balanced the desire to improve market
quality against the need to cover costs and make a profit.
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\16\ See note 4, supra.
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The Exchange believes that increasing the fee assessed for Order
Entry Ports, CTI Ports, BX Depth Ports, BX TOP Ports, and Order Entry
DROP Ports to $650 per port, per month, per mnemonic is an equitable
allocation and is not unfairly discriminatory because the increased fee
will apply to all Options Participants that have, or are seeking, the
connectivity provided under the rule. As noted above, the Exchange is
increasing the fees under the rule to align them with the costs
associated with offering the ports as well as to allow the Exchange to
realize a profit. The Exchange believes that the proposed $7,500 fee
cap is an equitable allocation and is not unfairly discriminatory
because the any Options Participant that subscribes to connectivity
under the rule that would otherwise exceed $7,500 per month will have
its fees capped. Although Options Participants that do not have fees
under the rule in excess of $7,500 per month will not benefit from the
fee cap, the Exchange notes that any Options Participant may increase
the number of ports subscribed to receive the fee cap, should their
activity on the BX Options Market warrant increased subscription.
Moreover, Options Participants that do not qualify for the fee cap will
benefit from the greater liquidity provided by Options Participants
that conduct a sufficient level of activity on the BX Options Market to
require connectivity in excess of the fee cap.
The Exchange notes that it is not amending or applying a fee
limitation to SQF Port Fees, which are also provided under BX Options
Market Rules Chapter XV Section 3(b).\17\ The Exchange believes that it
is equitable and not unfairly discriminatory to increase the other port
fees, as proposed herein, and not increase the fee assessed for SQF
Port Fees because SQF Port Fees are used by BX market makers in
connection with their market making activities. Unlike other Options
Participants, BX market makers add value to the market through
continuous quoting and a commitment of capital. The Exchange believes
that not applying a limitation on fees to SQF Port Fees is equitable
and not unfairly discriminatory because the Exchange has found that
maintaining the separation between SQF ports and the other ports under
BX Options Market Rules Chapter XV Section 3(b) is appropriate given
the different purposes for subscribing to the ports. Moreover, the
Exchange does not believe that applying an independent fee limitation
to SQF Port Fees is warranted at this juncture because of the limited
number of SQF ports to which any single market maker subscribes.
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\17\ See note 12, supra.
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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 not necessary or appropriate in
furtherance of the purposes of the Act. In terms of inter-market
competition, the Exchange notes that it operates in a highly
competitive market in which market participants can readily favor
competing venues if they deem fee levels at a particular venue to be
excessive, or rebate opportunities available at other venues to be more
favorable. In such an environment, the Exchange must continually adjust
its fees to remain competitive with other exchanges and with
alternative trading systems that have been exempted from compliance
with the statutory standards applicable to exchanges. Because
competitors are free to modify their own fees in response, and because
market participants may readily adjust their order routing practices,
the Exchange believes that the degree to which fee changes in this
market may impose any burden on competition is extremely limited.
In this instance, the proposed changes to the charges assessed for
Order Entry Ports, CTI Ports, BX Depth Ports, BX TOP Ports, and Order
Entry DROP Ports under BX Options Market Rules Chapter XV Section 3(b)
do not impose a burden on competition because the Exchange's
connectivity services are completely voluntary and subject to extensive
competition both from other exchanges and from off-exchange venues. To
the extent that the changes are viewed unfavorably by Options
Participants, the proposed fees increase and fee cap may result in the
Exchange losing subscribership and market participation, which would
likely benefit other exchanges and trading venues. Accordingly, the
Exchange does not believe that the proposed changes will impair the
ability of Options Participants or competing order execution venues to
maintain their
[[Page 11383]]
competitive standing in the financial markets.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A)(ii) of the Act.\18\
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\18\ 15 U.S.C. 78s(b)(3)(A)(ii).
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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: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) 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-BX-2017-009 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-BX-2017-009. 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-BX-2017-009, and should be
submitted on or before March 15, 2017.
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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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-03461 Filed 2-21-17; 8:45 am]
BILLING CODE 8011-01-P