Self-Regulatory Organizations; Chicago Board Options Exchange, Incorporated; Notice of Filing of a Proposed Rule Change Related to Unusual Market Conditions, 12667-12671 [2017-04207]
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Federal Register / Vol. 82, No. 42 / Monday, March 6, 2017 / Notices
protection of investors and the public
interest to waive the 30-day operative
delay and hereby waives the 30-day
operative delay and designates the
proposal operative upon filing.22
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) of the Act 23 to
determine whether the proposed rule
change 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:
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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 No. SR–
NYSEArca–2017–18 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 No.
SR–NYSEArca–2017–18. 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
22 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
23 15 U.S.C. 78s(b)(2)(B).
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available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of such
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File No. SR–NYSEArca–
2017–18, and should be submitted on or
before March 27, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–04200 Filed 3–3–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80123; File No. SR–CBOE–
2017–010]
Self-Regulatory Organizations;
Chicago Board Options Exchange,
Incorporated; Notice of Filing of a
Proposed Rule Change Related to
Unusual Market Conditions
February 28, 2017.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on February
15, 2017, Chicago Board Options
Exchange, Incorporated (the ‘‘Exchange’’
or ‘‘CBOE’’) filed with the Securities
and Exchange Commission (the
‘‘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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange seeks to amend Rule
6.6. The text of the proposed rule
change is provided below (additions are
italicized; deletions are [bracketed]).
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24 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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Chicago Board Options Exchange,
Incorporated Rules
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Rule 6.6. Unusual Market Conditions
(a) Whenever in the judgment of any
two Floor Officials (one of which is an
Exchange employee), because of an
influx of orders or other unusual
conditions or circumstances, such as,
for example, extraordinary market
volatility, the interest of maintaining a
fair and orderly market so requires,
those Floor Officials may declare the
market in one or more classes of option
contracts to be ‘‘fast.’’ It may be in the
interest of fair and orderly markets to
declare a fast market when one or more
of the following conditions have been
met: (i) The previous day’s closing price
of the S&P 500 Index is more than 2%
away from the previous day’s opening
price; (ii) the front-month E-mini S&P
500 Future (symbol ES/1) is trading
more than 20 points above or below the
previous day’s closing values by 8:00
a.m. CT; or (iii) the intraday price of the
S&P 500 Index moves more than 1% in
any one hour interval during regular
trading hours.
(b) If a market is declared fast, any
two Floor Officials shall have the power
to do one or more of the following with
respect to the class or classes
involved[.]: (i) [Assign one or more
classes or series of options traded at the
post to Order Book Officials at other
posts. (ii) Authorize Order Book Official
clerks to execute transactions. (iii)]
Direct that one or more trading rotations
be employed pursuant to Rules 6.2, 6.2A
or 6.2B, as appropriate. [(iv)] (ii)
Suspend the firm quote requirement as
permitted under Rule 8.51. (iii) Suspend
the requirement in Rule 6.24 to
systematize a non-electronic order prior
to its representation on the trading floor.
(iv) [(v) Turn off the Retail Automatic
Execution System (‘‘RAES’’). (vi)] Take
such other actions as are deemed
necessary in the interest of maintaining
a fair and orderly market.
(c)–(d) No change.
[(e) A Post Director or Order Book
Official (‘‘OBO’’) at a station at a trading
post may turn off RAES for a class or
classes of options contracts traded at
that station for a period of time not to
exceed five minutes if, because of an
influx of orders or other unusual
conditions or circumstances in respect
of such options or their underlying
securities, the Post Director or OBO
determines that such action is
appropriate in the interest of
maintaining a fair and orderly market.
Whenever such action is taken, notice
thereof shall immediately be given to
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two Floor Officials who may continue
the deactivation of RAES for more than
five minutes or take such actions as they
deem necessary pursuant to their
authority under this Rule 6.6.]
. . . Interpretation and Policies:
.01 [The Exchange has implemented
an automatic system that monitors news
wires for announcements pertaining to
stocks underlying stock options at the
end of each trading day, commencing
shortly before the close of trading in the
primary markets for underlying stocks
and continuing for so long as stock
options continue to be traded, and
automatically suspends RAES in a class
of stock options whenever the system
notes that a news announcement
pertaining to the underlying stock has
been made. Two Floor Officials are
notified promptly by senior help desk
personnel each time RAES is
automatically suspended. Depending on
the Floor Officials’ judgment as to the
significance of the news announcement
and whether its impact has been
reflected in current options quotations,
and depending on how much time
remains before the close of options
trading on CBOE, the Floor Officials
will consider whether to resume
operation of RAES in the affected
classes of options. During the time that
RAES is suspended, customer orders are
routed to terminals on the trading floor
for execution. The implementation of
this system does not affect the authority
of Floor Officials to halt trading under
Rule 6.3, or to declare a fast market
under Rule 6.6(a) and to take the actions
described in Rule 6.6(b).]
In the event that the Exchange
suspends the requirement to systematize
an order prior to its representation
pursuant to paragraph (b) of this Rule
6.6, Trading Permit Holders or TPH
organizations shall follow the
procedures as described in paragraph
(b) of Rule 6.24. Upon the Floor
Officials’ determination to reinstate the
systematization requirement, Trading
Permit Holders shall immediately
resume systematizing orders prior to
representing them on the trading floor.
Additionally, Trading Permit Holders
shall exert best efforts to input
electronically into the Exchange’s
systems all relevant order information
received during the time period when
there was a fast market as soon as
possible, and in any event shall input
such data electronically into the
Exchange’s systems not later than close
of business on the trade date during
which the fast market existed.
.02 The Exchange will announce via
Regulatory Circular the form and
manner by which Trading Permit
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Holders must report transactions that
occur during a fast market.
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Rule 6.24. Required Order Information
(a) No change.
(b) With respect to orders received
during a malfunction or disruption of
the Exchange’s systems under paragraph
(a)(4) above or during a time period
when a fast market has been declared
under Rule 6.6(a) and the Exchange has
suspended the requirement to
systematize an order prior to its
representation to the trading floor under
Rule 6.6(b)(iii):
(1)–(2) No change.
(c) No change.
*
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*
*
The text of the proposed rule change
is also available on the Exchange’s Web
site (https://www.cboe.com/AboutCBOE/
CBOELegalRegulatoryHome.aspx), at
the Exchange’s Office of the Secretary,
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 seeks to amend Rule
6.6 to update the circumstances in
which the Exchange may declare a
‘‘fast’’ market; add actions the Exchange
may take when a fast market has been
declared; and remove outdated
provisions.
First, Rule 6.6 currently states that
whenever in the judgment of any two
Floor Officials, because of an influx of
orders or other unusual conditions or
circumstances, the interest of
maintaining a fair and orderly market so
requires, those Floor Officials may
declare the market in one or more
classes of option contracts to be fast.
The Exchange is seeking to further
specify that ‘‘other unusual conditions
or circumstances’’ can include periods
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of time during which there is
extraordinary market volatility (e.g.,
large movements in the S&P 500 Index).
As under the current rule, a fast
market will only be declared when two
Floor Officials believe declaring a
market fast is necessary in the interest
of maintaining a fair and orderly market.
In other words, if two Floor Officials do
not believe they need to declare a fast
market because of extraordinary market
volatility to maintain a fair and orderly
market, the Exchange will not declare a
fast market. Currently, Floor Officials
use their experience and expertise to
determine if a market should be
declared fast because of an influx of
orders or other unusual conditions or
circumstances. This proposal is only
adding to the rule examples of unusual
conditions or circumstances that can be
considered when making this
determination such as when: The
previous day’s closing price of the S&P
500 Index is more than 2% away from
the previous day’s opening price; (ii) the
front-month E-mini S&P 500 Future
(symbol ES/1) is trading more than 20
points above or below the previous
day’s closing values by 8:00 a.m. CT 3;
or (iii) the intraday price of the S&P 500
Index moves more than 1% in any one
hour interval during regular trading
hours.
The Exchange reviewed
approximately eight months of data and
observed the previous day’s closing
price of the S&P 500 Index being more
than 2% away from the previous day’s
opening price on fewer than five days;
however, the Exchange believes that
when such moves in the S&P 500 Index
do occur openings and intraday options
trading can be volatile. Additionally, the
inclusion of this provision in the rule
text will help to serve as notice to
market participants as to when the
Exchange might call a fast market.
With regards to when the front-month
E-mini S&P 500 Future (symbol ES/1) is
trading more than 20 points above or
below the previous day’s closing values
by 8:00 a.m. CT, the Exchange notes that
E-mini S&P 500 Futures are often used
as a way to measure the state of the
overall market in similar manner to
which the S&P 500 Index is generally
used to measure the state of the overall
market. The Exchange believes a 20
point move represents a fairly
significant move in the E-mini S&P 500
Futures and could indicate that the
opening and intraday options trading
will be volatile. Additionally, as
3 The Exchange notes that the E-mini S&P 500
Futures are also referenced for purposes of price
reasonability checks. See CBOE Regulatory Circular
RG13–145.
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previously noted, the Exchange
references a 20 point move in the E-mini
S&P 500 Futures in other contexts, such
as reasonability checks. Furthermore,
the inclusion of this provision in the
rule text will help to serve as notice to
market participants as to when the
Exchange might call a fast market.
The Exchange reviewed
approximately eight months of data and
observed the intraday price of the S&P
500 Index moving more than 1% in any
one hour interval during regular trading
hours on at least 30 days. Although not
an infrequent occurrence, the Exchange
believes it is critically important to have
an intraday variable that will be used by
Floor Officials to guide them as they
determine whether there is a fast
market. The Exchange notes that this is
simply an example of an unusual
condition or circumstance that can be
considered when making this
determination as to whether a fast
market should be called. The Exchange
notes that a 1% move an hour in the
S&P 500 Index is not necessarily cause
to call a fast market—just as a 2% move
from the previous days open to the
previous days close in the S&P 500
Index is not necessarily a cause to call
a fast market. However, the Exchange
notes that intraday moves of 1% an hour
in the S&P 500 Index can cause intraday
options trading can be volatile. Floor
Officials will use their considerable
experience and expertise to make the
fast market determination. Additionally,
the inclusion of this provision in the
rule text will help to serve as notice to
market participants as to when the
Exchange might call a fast market.
Second, paragraph (b) of Rule 6.6
currently identifies several actions Floor
Officials may take when a market is
declared fast.4 The Exchange is seeking
to add that during fast markets Floor
Officials will have the power to suspend
the requirement in Rule 6.24 to
systematize a non-electronic order prior
to its representation on the trading floor.
There is always risk that market prices
will move from the time an order is
submitted to a broker to the time the
order is executed, potentially causing
large losses for customers and market
4 Rule 6.6(b) currently states that if a market is
declared fast, any two Floor Officials shall have the
power to do one or more of the following with
respect to the class or classes involved: (i) Assign
one or more classes or series of options traded at
the post to Order Book Officials at other posts. (ii)
Authorize Order Book Official clerks to execute
transactions. (iii) Direct that one or more trading
rotations be employed pursuant to Rules 6.2, 6.2A
or 6.2B, as appropriate. (iv) Suspend the firm quote
requirement as permitted under Rule 8.51. (v) Turn
off the Retail Automatic Execution System
(‘‘RAES’’). (vi) Take such other actions as are
deemed necessary in the interest of maintaining a
fair and orderly market.
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participants. This risk is exacerbated
during fast markets as there can be an
unusually large number of orders
submitted to brokers and market prices
can change erratically, extremely
quickly, and in enormous swings.
To illustrate, consider SPX options,
which have a multiplier of $100 and a
minimum tick size for simple orders of
$.10 when the bid of the option is more
than $3.00. As each option contract
contains 100 options, each tick move is
$1000 ($100 × $.10 × 100 options).
Considering that most SPX market
participants execute orders significantly
larger than one contract and that options
prices can move significantly in
seconds, it is not difficult to imagine a
customer losing thousands or even
hundreds of thousands of dollars
because the customer’s broker was
required to systematize the customer’s
order prior to representing the order
during a fast market.
The Exchange believes that during
these fast markets, which have the
potential to cause significant losses for
customers and market participants, the
entire marketplace would be better
served by receiving executions on
orders as quickly as possible. Thus, the
Exchange proposes, in limited and
extraordinary circumstances, to delay
(not waive) the requirement to
systematize an order.
Rule 6.24 was adopted in its current
form by SR–CBOE–2004–077 [sic]. SR–
CBOE–2004–77 was submitted to fulfill
certain of the undertakings contained in
an order issued by the Commission
relating to the settlement of an
enforcement action against CBOE and
other options exchanges (collectively
‘‘Options Exchanges’’).5 As part of the
Order, the Options Exchanges agreed to,
and were ordered to, design and
implement the consolidated options
audit trail system (‘‘COATS’’). The
Options Exchanges were required to
complete the undertaking in five phases.
The final phase of the undertaking to
implement COATS required each
exchange to ‘‘incorporate into its audit
trail all non-electronic orders[,]’’ and
SR–CBOE–2004–77 addressed the final
phase.6 The Exchange recognizes the
importance of non-electronic order and
trade information to the Exchange’s
audit trail with respect to its regulatory
obligations. While the proposed rule
change would delay the Exchange’s
receipt of this information, the
5 See Securities Exchange Act Release 50996
(January 7, 2005), 70 FR 2436 (January 13,
2005)(‘‘Approval Order’’)(SR–CBOE–2004–77) and
Securities Exchange Act Release No. 43268
(September 11, 2000), Administrative Proceeding
File 3—10282 (the ‘‘Order’’).
6 See Approval Order at 2437.
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12669
Exchange will still require TPHs to
submit this information to the Exchange
to complete the audit trail. The
proposed rule provides that order
information for non-electronic orders
received while the requirement to
systematize prior to representation is
suspended under Rule 6.6 will still be
incorporated into its audit trail.
Specifically, proposed paragraph (b) of
Rule 6.24 states:
With respect to orders received during a
malfunction or disruption of the Exchange’s
systems under paragraph (a)(4) above or
during a time period when a fast market has
been declared under Rule 6.6(a) and the
Exchange has suspended the requirement to
systematize an order prior to its
representation to the trading floor under Rule
6.6(b)(iii):
(1) Transmitted to the Floor. Each order
transmitted to the Exchange must be
recorded legibly in a written form that has
been approved by the Exchange, and the
Trading Permit Holder receiving such order
must record the time of its receipt on the
floor and legibly record the terms of the
order, in written form.
(2) Cancellations and Changes. Each
cancellation of, or change to, an order that
has been transmitted to the floor must be
recorded legibly in a written form that has
been approved by the Exchange, and the
Trading Permit Holder receiving such
cancellation or change must record the time
of its receipt on the floor.
Thus, information regarding all nonelectronic orders will remain a part of
the Exchange’s audit trail in the same
manner as non-electronic orders that
cannot be systematized because of a
malfunction or disruption of the
Exchange’ system.7 Furthermore, to
ensure market participants are aware of
the procedures in Rule 6.24(b) that they
must follow when the Exchange has
suspended the systematization
requirement pursuant to Rule 6.6, the
Exchange is proposing to reference Rule
6.24(b) in new Interpretation and Policy
.02 to Rule 6.6.
Additionally, the Exchange proposes
to amend Rule 6.6.01 8 to provide that
as soon as a fast market ceases, TPHs
must immediately resume systematizing
orders prior to representing orders and
shall use best efforts to, as soon as
possible, input electronically into the
Exchange’s systems all relevant order
information received during the time
period when there was a fast market but
no later than close of business 9 on the
7 Rule 6.24(a)(4) contemplates a malfunction or
disruption of the Exchange’s system that prevents
a TPH from systematizing an order.
8 Rule 6.6.01 currently relates to the RAES
system, which is no longer utilized; thus, Rule
6.6.01 is to be replaced in its entirety.
9 ‘‘Close of business’’ refers to the daily trade
input deadline specified by the Exchange, which is
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trade date during which the fast market
occurred. Specifically, the Exchange is
proposing that Rule 6.6.01 state:
In the event that the Exchange suspends
the requirement to systematize an order prior
to its representation pursuant to paragraph
(b) of this Rule 6.6, Trading Permit Holders
or TPH organizations shall follow the
procedures as described in paragraph (b) of
Rule 6.24. Upon the Floor Officials’
determination to reinstate the
systematization requirement, Trading Permit
Holders shall immediately resume
systematizing orders prior to representing
them on the trading floor. Additionally,
Trading Permit Holders shall exert best
efforts to input electronically into the
Exchange’s systems all relevant order
information received during the time period
when there was a fast market as soon as
possible, and in any event shall input such
data electronically into the Exchange’s
systems not later than close of business on
the trade date during which the fast market
existed.
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The Exchange notes that proposed Rule
6.6.01 is patterned off of paragraph
(a)(4) of Rule 6.24 regarding the inability
of Trading Permit Holders to
systematize order information in the
event of an Exchange system
malfunction.10
The Exchange notes that the
collection and reporting of quotation
information to OPRA will not be
effected by this rule filing because the
Exchange will continue to ‘‘collect and
promptly transmit to the OPRA System
by means of its own facilities bids and
offers at stated prices or limits with
respect to individual Eligible Securities
in which it provides a market,’’ which,
by definition, means the marketplace
will continue to have access to the
‘‘current state of the market’’ in all
securities traded on the Exchange.11
Additionally, even though in these
very limited situations market
participants will be able to represent a
particular order in the trading crowd
prior to systematizing the order, market
participants must continue to report the
execution of the order within 90
seconds.12
Lastly, the proposed rule removes
outdated provisions in Rule 6.6 that
currently 4:20 p.m. (CT). See CBOE Regulatory
Circular RG14–111.
10 The Commission found Rule 6.24(4) to be a
reasonable plan for recording order details in the
event of a systems outage or malfunction. See
Approval Order at 2438. The Exchange believes
proposed Rule 6.6.01 is also a reasonable plan that
allows the Exchange to maintain a complete and
accurate audit trail during a fast market.
11 See section 5.2(b) of the OPRA Plan (requiring
the collection and reporting of quotations to OPRA
‘‘sufficient in number and timeliness to reflect the
current state of the market in such security’’),
available at: https://www.opradata.com/pdf/opra_
plan.pdf.
12 See Rule 6.51(a).
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reference Order Book Officials and the
Retail Automatic Execution System
(‘‘RAES’’), as the Exchange no longer
utilizes Order Book Officials or RAES.
2. Statutory Basis
The Exchange believes the proposed
rule change is consistent with the
Securities Exchange Act of 1934 (the
‘‘Act’’) and the rules and regulations
thereunder applicable to the Exchange
and, in particular, the requirements of
Section 6(b) of the Act.13 Specifically,
the Exchange believes the proposed rule
change is consistent with the Section
6(b)(5) 14 requirements that the rules of
an exchange be 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 regulating, clearing, settling,
processing information with respect to,
and facilitating transactions in
securities, to remove impediments to
and perfect the mechanism of a free and
open market and a national market
system, and, in general, to protect
investors and the public interest.
Additionally, the Exchange believes the
proposed rule change is consistent with
the Section 6(b)(5) 15 requirement that
the rules of an exchange not be designed
to permit unfair discrimination between
customers, issuers, brokers, or dealers.
In particular, the Exchange believes
the proposed amendment promotes just
and equitable principles of trade by
giving Floor Officials the ability to
declare a fast market when there is
extraordinary market volatility that
hinders the maintenance of fair and
orderly markets. In addition, the
proposed amendment protects investors
and the public interest by further
specifying the actions Floor Officials
may take once they declare a fast
market. Specifically, the Exchange
believes having the ability to suspend
the requirement to systematize an order
prior to representing the order to the
trading floor serves investors and the
public interest because it provides floor
brokers with the ability to better
accommodate customers during times of
extreme volatility and high order
volume, which can prevent or limit
significant customer losses during those
times. Furthermore, the Exchange
believes the proposed amendment is
designed to prevent fraudulent and
manipulative acts and practices because
the rule is narrowly applied to
situations in which two Floor Officials
(one of which must be an Exchange
13 15
14 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
15 Id.
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employee) believe the maintenance of
fair and orderly markets necessitates a
fast market declaration. Additionally,
the Exchange believes delaying the
systemization of an order under these
limited and extraordinary circumstances
will not significantly impact the
integrity of the audit trail. In fact, the
Exchange believes that if there is any
impact on the audit trail it is
outweighed by the benefits to customers
and other market participants.
Additionally, impacts to individual
market surveillances, if any, can be
remedied through manual reviews of the
required paper order tickets.16
Additionally, as proposed in Rule
6.6.01, if the requirement to systematize
an order prior to representing the order
is suspended, Trading Permit Holders
are required to record order information
in written form, which provides an
adequate audit trail for regulatory
purposes. Additionally, as proposed by
Rule 6.6.01 and 6.6.02 [sic], Trading
Permit Holders are required to input
electronically into the Exchange’s
systems all relevant order information
received during the time period when
there was a fast market as soon as
possible, and in any event shall input
such data electronically into the
Exchange’s systems not later than close
of business on the trade date during
which the fast market existed, which
will provide an adequate audit trail for
regulatory purposes.
The Exchange notes that the
collection and reporting of quotation
information to OPRA will not be
effected by this rule filing because the
Exchange will continue to ‘‘collect and
promptly transmit to the OPRA System
by means of its own facilities bids and
offers at stated prices or limits with
respect to individual Eligible Securities
in which it provides a market,’’ which,
by definition, means the marketplace
will continue to have access to the
‘‘current state of the market’’ in all
securities traded on the Exchange.17
Finally, the Exchange does not believe
the proposal permits unfair
discrimination because the benefit of
receiving executions in a more timely
fashion will likely outweigh any
perceived negatives. For example, a
broker that does not need to spend
crucial time systematizing an order
prior to representing an order better
serves the client by accessing liquidity
as soon as possible.
16 See
Rule 6.24(b).
section 5.2(b) of the OPRA Plan (requiring
the collection and reporting of quotations to OPRA
‘‘sufficient in number and timeliness to reflect the
current state of the market in such security’’),
available at: https://www.opradata.com/pdf/opra_
plan.pdf.
17 See
E:\FR\FM\06MRN1.SGM
06MRN1
Federal Register / Vol. 82, No. 42 / Monday, March 6, 2017 / Notices
Electronic Comments
B. Self-Regulatory Organization’s
Statement on Burden on Competition
CBOE 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. More
specifically, the Exchange does not
believe the proposed amendment will
impose any burden on intramarket
competition because it provides the
same relief to all floor brokers in the
same manner under the same limited
and extraordinary circumstances. In
addition, the Exchange does not believe
the proposed changes will impose any
burden on intermarket competition. The
proposed rule change relates solely to
information that floor brokers must
submit to the Exchange with respect to
orders they represent and execute on the
Exchange’s trading floor. The proposed
rule change has little to no effect on
market participants because OPRA will
be receiving timely quotations during
fast markets, which will give all market
participants an up-to-date view of the
market during a fast market. Any
perceived burden on market
participants is outweighed by the fact
that market participants will be able to
receive executions in a timelier manner
during times of high market volatility.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
The Exchange neither solicited nor
received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
asabaliauskas on DSK3SPTVN1PROD with NOTICES
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the Exchange consents, the Commission
will:
A. by order approve or disapprove
such proposed rule change, or
B. institute proceedings to determine
whether the proposed rule change
should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
VerDate Sep<11>2014
19:24 Mar 03, 2017
Jkt 241001
• 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–
CBOE–2017–010 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–CBOE–2017–010. 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–CBOE–
2017–010, and should be submitted on
or before March 27, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–04207 Filed 3–3–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80119; File No. SR–Phlx–
2017–19]
Self-Regulatory Organizations;
NASDAQ PHLX LLC; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Related to
Qualified Contingent Cross Orders
February 28, 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
21, 2017, 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
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Exchange’s Pricing Schedule at Section
II, entitled ‘‘Multiply Listed Options
Fees,’’ 3 to increase the maximum
Qualified Contingent Cross (‘‘QCC’’)
orders rebate which will be paid in a
given month.
While the changes proposed herein
are effective upon filing, the Exchange
has designated that the amendments be
operative on March 1, 2017.
The text of the proposed rule change
is available on the Exchange’s Web site
at https://nasdaqphlx.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.
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 These fees include options overlying equities,
ETFs, ETNs and indexes which are Multiply Listed.
2 17
18 17
PO 00000
CFR 200.30–3(a)(12).
Frm 00139
Fmt 4703
Sfmt 4703
12671
E:\FR\FM\06MRN1.SGM
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Agencies
[Federal Register Volume 82, Number 42 (Monday, March 6, 2017)]
[Notices]
[Pages 12667-12671]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-04207]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80123; File No. SR-CBOE-2017-010]
Self-Regulatory Organizations; Chicago Board Options Exchange,
Incorporated; Notice of Filing of a Proposed Rule Change Related to
Unusual Market Conditions
February 28, 2017.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(the ``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given
that on February 15, 2017, Chicago Board Options Exchange, Incorporated
(the ``Exchange'' or ``CBOE'') filed with the Securities and Exchange
Commission (the ``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 seeks to amend Rule 6.6. The text of the proposed rule
change is provided below (additions are italicized; deletions are
[bracketed]).
* * * * *
Chicago Board Options Exchange, Incorporated Rules
* * * * *
Rule 6.6. Unusual Market Conditions
(a) Whenever in the judgment of any two Floor Officials (one of
which is an Exchange employee), because of an influx of orders or other
unusual conditions or circumstances, such as, for example,
extraordinary market volatility, the interest of maintaining a fair and
orderly market so requires, those Floor Officials may declare the
market in one or more classes of option contracts to be ``fast.'' It
may be in the interest of fair and orderly markets to declare a fast
market when one or more of the following conditions have been met: (i)
The previous day's closing price of the S&P 500 Index is more than 2%
away from the previous day's opening price; (ii) the front-month E-mini
S&P 500 Future (symbol ES/1) is trading more than 20 points above or
below the previous day's closing values by 8:00 a.m. CT; or (iii) the
intraday price of the S&P 500 Index moves more than 1% in any one hour
interval during regular trading hours.
(b) If a market is declared fast, any two Floor Officials shall
have the power to do one or more of the following with respect to the
class or classes involved[.]: (i) [Assign one or more classes or series
of options traded at the post to Order Book Officials at other posts.
(ii) Authorize Order Book Official clerks to execute transactions.
(iii)] Direct that one or more trading rotations be employed pursuant
to Rules 6.2, 6.2A or 6.2B, as appropriate. [(iv)] (ii) Suspend the
firm quote requirement as permitted under Rule 8.51. (iii) Suspend the
requirement in Rule 6.24 to systematize a non-electronic order prior to
its representation on the trading floor. (iv) [(v) Turn off the Retail
Automatic Execution System (``RAES''). (vi)] Take such other actions as
are deemed necessary in the interest of maintaining a fair and orderly
market.
(c)-(d) No change.
[(e) A Post Director or Order Book Official (``OBO'') at a station
at a trading post may turn off RAES for a class or classes of options
contracts traded at that station for a period of time not to exceed
five minutes if, because of an influx of orders or other unusual
conditions or circumstances in respect of such options or their
underlying securities, the Post Director or OBO determines that such
action is appropriate in the interest of maintaining a fair and orderly
market. Whenever such action is taken, notice thereof shall immediately
be given to
[[Page 12668]]
two Floor Officials who may continue the deactivation of RAES for more
than five minutes or take such actions as they deem necessary pursuant
to their authority under this Rule 6.6.]
. . . Interpretation and Policies:
.01 [The Exchange has implemented an automatic system that monitors
news wires for announcements pertaining to stocks underlying stock
options at the end of each trading day, commencing shortly before the
close of trading in the primary markets for underlying stocks and
continuing for so long as stock options continue to be traded, and
automatically suspends RAES in a class of stock options whenever the
system notes that a news announcement pertaining to the underlying
stock has been made. Two Floor Officials are notified promptly by
senior help desk personnel each time RAES is automatically suspended.
Depending on the Floor Officials' judgment as to the significance of
the news announcement and whether its impact has been reflected in
current options quotations, and depending on how much time remains
before the close of options trading on CBOE, the Floor Officials will
consider whether to resume operation of RAES in the affected classes of
options. During the time that RAES is suspended, customer orders are
routed to terminals on the trading floor for execution. The
implementation of this system does not affect the authority of Floor
Officials to halt trading under Rule 6.3, or to declare a fast market
under Rule 6.6(a) and to take the actions described in Rule 6.6(b).]
In the event that the Exchange suspends the requirement to
systematize an order prior to its representation pursuant to paragraph
(b) of this Rule 6.6, Trading Permit Holders or TPH organizations shall
follow the procedures as described in paragraph (b) of Rule 6.24. Upon
the Floor Officials' determination to reinstate the systematization
requirement, Trading Permit Holders shall immediately resume
systematizing orders prior to representing them on the trading floor.
Additionally, Trading Permit Holders shall exert best efforts to input
electronically into the Exchange's systems all relevant order
information received during the time period when there was a fast
market as soon as possible, and in any event shall input such data
electronically into the Exchange's systems not later than close of
business on the trade date during which the fast market existed.
.02 The Exchange will announce via Regulatory Circular the form and
manner by which Trading Permit Holders must report transactions that
occur during a fast market.
* * * * *
Rule 6.24. Required Order Information
(a) No change.
(b) With respect to orders received during a malfunction or
disruption of the Exchange's systems under paragraph (a)(4) above or
during a time period when a fast market has been declared under Rule
6.6(a) and the Exchange has suspended the requirement to systematize an
order prior to its representation to the trading floor under Rule
6.6(b)(iii):
(1)-(2) No change.
(c) No change.
* * * * *
The text of the proposed rule change is also available on the
Exchange's Web site (https://www.cboe.com/AboutCBOE/CBOELegalRegulatoryHome.aspx), at the Exchange's Office of the
Secretary, 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 seeks to amend Rule 6.6 to update the circumstances in
which the Exchange may declare a ``fast'' market; add actions the
Exchange may take when a fast market has been declared; and remove
outdated provisions.
First, Rule 6.6 currently states that whenever in the judgment of
any two Floor Officials, because of an influx of orders or other
unusual conditions or circumstances, the interest of maintaining a fair
and orderly market so requires, those Floor Officials may declare the
market in one or more classes of option contracts to be fast. The
Exchange is seeking to further specify that ``other unusual conditions
or circumstances'' can include periods of time during which there is
extraordinary market volatility (e.g., large movements in the S&P 500
Index).
As under the current rule, a fast market will only be declared when
two Floor Officials believe declaring a market fast is necessary in the
interest of maintaining a fair and orderly market. In other words, if
two Floor Officials do not believe they need to declare a fast market
because of extraordinary market volatility to maintain a fair and
orderly market, the Exchange will not declare a fast market. Currently,
Floor Officials use their experience and expertise to determine if a
market should be declared fast because of an influx of orders or other
unusual conditions or circumstances. This proposal is only adding to
the rule examples of unusual conditions or circumstances that can be
considered when making this determination such as when: The previous
day's closing price of the S&P 500 Index is more than 2% away from the
previous day's opening price; (ii) the front-month E-mini S&P 500
Future (symbol ES/1) is trading more than 20 points above or below the
previous day's closing values by 8:00 a.m. CT \3\; or (iii) the
intraday price of the S&P 500 Index moves more than 1% in any one hour
interval during regular trading hours.
---------------------------------------------------------------------------
\3\ The Exchange notes that the E-mini S&P 500 Futures are also
referenced for purposes of price reasonability checks. See CBOE
Regulatory Circular RG13-145.
---------------------------------------------------------------------------
The Exchange reviewed approximately eight months of data and
observed the previous day's closing price of the S&P 500 Index being
more than 2% away from the previous day's opening price on fewer than
five days; however, the Exchange believes that when such moves in the
S&P 500 Index do occur openings and intraday options trading can be
volatile. Additionally, the inclusion of this provision in the rule
text will help to serve as notice to market participants as to when the
Exchange might call a fast market.
With regards to when the front-month E-mini S&P 500 Future (symbol
ES/1) is trading more than 20 points above or below the previous day's
closing values by 8:00 a.m. CT, the Exchange notes that E-mini S&P 500
Futures are often used as a way to measure the state of the overall
market in similar manner to which the S&P 500 Index is generally used
to measure the state of the overall market. The Exchange believes a 20
point move represents a fairly significant move in the E-mini S&P 500
Futures and could indicate that the opening and intraday options
trading will be volatile. Additionally, as
[[Page 12669]]
previously noted, the Exchange references a 20 point move in the E-mini
S&P 500 Futures in other contexts, such as reasonability checks.
Furthermore, the inclusion of this provision in the rule text will help
to serve as notice to market participants as to when the Exchange might
call a fast market.
The Exchange reviewed approximately eight months of data and
observed the intraday price of the S&P 500 Index moving more than 1% in
any one hour interval during regular trading hours on at least 30 days.
Although not an infrequent occurrence, the Exchange believes it is
critically important to have an intraday variable that will be used by
Floor Officials to guide them as they determine whether there is a fast
market. The Exchange notes that this is simply an example of an unusual
condition or circumstance that can be considered when making this
determination as to whether a fast market should be called. The
Exchange notes that a 1% move an hour in the S&P 500 Index is not
necessarily cause to call a fast market--just as a 2% move from the
previous days open to the previous days close in the S&P 500 Index is
not necessarily a cause to call a fast market. However, the Exchange
notes that intraday moves of 1% an hour in the S&P 500 Index can cause
intraday options trading can be volatile. Floor Officials will use
their considerable experience and expertise to make the fast market
determination. Additionally, the inclusion of this provision in the
rule text will help to serve as notice to market participants as to
when the Exchange might call a fast market.
Second, paragraph (b) of Rule 6.6 currently identifies several
actions Floor Officials may take when a market is declared fast.\4\ The
Exchange is seeking to add that during fast markets Floor Officials
will have the power to suspend the requirement in Rule 6.24 to
systematize a non-electronic order prior to its representation on the
trading floor. There is always risk that market prices will move from
the time an order is submitted to a broker to the time the order is
executed, potentially causing large losses for customers and market
participants. This risk is exacerbated during fast markets as there can
be an unusually large number of orders submitted to brokers and market
prices can change erratically, extremely quickly, and in enormous
swings.
---------------------------------------------------------------------------
\4\ Rule 6.6(b) currently states that if a market is declared
fast, any two Floor Officials shall have the power to do one or more
of the following with respect to the class or classes involved: (i)
Assign one or more classes or series of options traded at the post
to Order Book Officials at other posts. (ii) Authorize Order Book
Official clerks to execute transactions. (iii) Direct that one or
more trading rotations be employed pursuant to Rules 6.2, 6.2A or
6.2B, as appropriate. (iv) Suspend the firm quote requirement as
permitted under Rule 8.51. (v) Turn off the Retail Automatic
Execution System (``RAES''). (vi) Take such other actions as are
deemed necessary in the interest of maintaining a fair and orderly
market.
---------------------------------------------------------------------------
To illustrate, consider SPX options, which have a multiplier of
$100 and a minimum tick size for simple orders of $.10 when the bid of
the option is more than $3.00. As each option contract contains 100
options, each tick move is $1000 ($100 x $.10 x 100 options).
Considering that most SPX market participants execute orders
significantly larger than one contract and that options prices can move
significantly in seconds, it is not difficult to imagine a customer
losing thousands or even hundreds of thousands of dollars because the
customer's broker was required to systematize the customer's order
prior to representing the order during a fast market.
The Exchange believes that during these fast markets, which have
the potential to cause significant losses for customers and market
participants, the entire marketplace would be better served by
receiving executions on orders as quickly as possible. Thus, the
Exchange proposes, in limited and extraordinary circumstances, to delay
(not waive) the requirement to systematize an order.
Rule 6.24 was adopted in its current form by SR-CBOE-2004-077
[sic]. SR-CBOE-2004-77 was submitted to fulfill certain of the
undertakings contained in an order issued by the Commission relating to
the settlement of an enforcement action against CBOE and other options
exchanges (collectively ``Options Exchanges'').\5\ As part of the
Order, the Options Exchanges agreed to, and were ordered to, design and
implement the consolidated options audit trail system (``COATS''). The
Options Exchanges were required to complete the undertaking in five
phases. The final phase of the undertaking to implement COATS required
each exchange to ``incorporate into its audit trail all non-electronic
orders[,]'' and SR-CBOE-2004-77 addressed the final phase.\6\ The
Exchange recognizes the importance of non-electronic order and trade
information to the Exchange's audit trail with respect to its
regulatory obligations. While the proposed rule change would delay the
Exchange's receipt of this information, the Exchange will still require
TPHs to submit this information to the Exchange to complete the audit
trail. The proposed rule provides that order information for non-
electronic orders received while the requirement to systematize prior
to representation is suspended under Rule 6.6 will still be
incorporated into its audit trail.
---------------------------------------------------------------------------
\5\ See Securities Exchange Act Release 50996 (January 7, 2005),
70 FR 2436 (January 13, 2005)(``Approval Order'')(SR-CBOE-2004-77)
and Securities Exchange Act Release No. 43268 (September 11, 2000),
Administrative Proceeding File 3--10282 (the ``Order'').
\6\ See Approval Order at 2437.
Specifically, proposed paragraph (b) of Rule 6.24 states:
With respect to orders received during a malfunction or
disruption of the Exchange's systems under paragraph (a)(4) above or
during a time period when a fast market has been declared under Rule
6.6(a) and the Exchange has suspended the requirement to systematize
an order prior to its representation to the trading floor under Rule
6.6(b)(iii):
(1) Transmitted to the Floor. Each order transmitted to the
Exchange must be recorded legibly in a written form that has been
approved by the Exchange, and the Trading Permit Holder receiving
such order must record the time of its receipt on the floor and
legibly record the terms of the order, in written form.
(2) Cancellations and Changes. Each cancellation of, or change
to, an order that has been transmitted to the floor must be recorded
legibly in a written form that has been approved by the Exchange,
and the Trading Permit Holder receiving such cancellation or change
must record the time of its receipt on the floor.
Thus, information regarding all non-electronic orders will remain a
part of the Exchange's audit trail in the same manner as non-electronic
orders that cannot be systematized because of a malfunction or
disruption of the Exchange' system.\7\ Furthermore, to ensure market
participants are aware of the procedures in Rule 6.24(b) that they must
follow when the Exchange has suspended the systematization requirement
pursuant to Rule 6.6, the Exchange is proposing to reference Rule
6.24(b) in new Interpretation and Policy .02 to Rule 6.6.
---------------------------------------------------------------------------
\7\ Rule 6.24(a)(4) contemplates a malfunction or disruption of
the Exchange's system that prevents a TPH from systematizing an
order.
---------------------------------------------------------------------------
Additionally, the Exchange proposes to amend Rule 6.6.01 \8\ to
provide that as soon as a fast market ceases, TPHs must immediately
resume systematizing orders prior to representing orders and shall use
best efforts to, as soon as possible, input electronically into the
Exchange's systems all relevant order information received during the
time period when there was a fast market but no later than close of
business \9\ on the
[[Page 12670]]
trade date during which the fast market occurred. Specifically, the
Exchange is proposing that Rule 6.6.01 state:
---------------------------------------------------------------------------
\8\ Rule 6.6.01 currently relates to the RAES system, which is
no longer utilized; thus, Rule 6.6.01 is to be replaced in its
entirety.
\9\ ``Close of business'' refers to the daily trade input
deadline specified by the Exchange, which is currently 4:20 p.m.
(CT). See CBOE Regulatory Circular RG14-111.
In the event that the Exchange suspends the requirement to
systematize an order prior to its representation pursuant to
paragraph (b) of this Rule 6.6, Trading Permit Holders or TPH
organizations shall follow the procedures as described in paragraph
(b) of Rule 6.24. Upon the Floor Officials' determination to
reinstate the systematization requirement, Trading Permit Holders
shall immediately resume systematizing orders prior to representing
them on the trading floor. Additionally, Trading Permit Holders
shall exert best efforts to input electronically into the Exchange's
systems all relevant order information received during the time
period when there was a fast market as soon as possible, and in any
event shall input such data electronically into the Exchange's
systems not later than close of business on the trade date during
---------------------------------------------------------------------------
which the fast market existed.
The Exchange notes that proposed Rule 6.6.01 is patterned off of
paragraph (a)(4) of Rule 6.24 regarding the inability of Trading Permit
Holders to systematize order information in the event of an Exchange
system malfunction.\10\
---------------------------------------------------------------------------
\10\ The Commission found Rule 6.24(4) to be a reasonable plan
for recording order details in the event of a systems outage or
malfunction. See Approval Order at 2438. The Exchange believes
proposed Rule 6.6.01 is also a reasonable plan that allows the
Exchange to maintain a complete and accurate audit trail during a
fast market.
---------------------------------------------------------------------------
The Exchange notes that the collection and reporting of quotation
information to OPRA will not be effected by this rule filing because
the Exchange will continue to ``collect and promptly transmit to the
OPRA System by means of its own facilities bids and offers at stated
prices or limits with respect to individual Eligible Securities in
which it provides a market,'' which, by definition, means the
marketplace will continue to have access to the ``current state of the
market'' in all securities traded on the Exchange.\11\
---------------------------------------------------------------------------
\11\ See section 5.2(b) of the OPRA Plan (requiring the
collection and reporting of quotations to OPRA ``sufficient in
number and timeliness to reflect the current state of the market in
such security''), available at: https://www.opradata.com/pdf/opra_plan.pdf.
---------------------------------------------------------------------------
Additionally, even though in these very limited situations market
participants will be able to represent a particular order in the
trading crowd prior to systematizing the order, market participants
must continue to report the execution of the order within 90
seconds.\12\
---------------------------------------------------------------------------
\12\ See Rule 6.51(a).
---------------------------------------------------------------------------
Lastly, the proposed rule removes outdated provisions in Rule 6.6
that reference Order Book Officials and the Retail Automatic Execution
System (``RAES''), as the Exchange no longer utilizes Order Book
Officials or RAES.
2. Statutory Basis
The Exchange believes the proposed rule change is consistent with
the Securities Exchange Act of 1934 (the ``Act'') and the rules and
regulations thereunder applicable to the Exchange and, in particular,
the requirements of Section 6(b) of the Act.\13\ Specifically, the
Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \14\ requirements that the rules of an exchange be
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 regulating, clearing,
settling, processing information with respect to, and facilitating
transactions in securities, to remove impediments to and perfect the
mechanism of a free and open market and a national market system, and,
in general, to protect investors and the public interest. Additionally,
the Exchange believes the proposed rule change is consistent with the
Section 6(b)(5) \15\ requirement that the rules of an exchange not be
designed to permit unfair discrimination between customers, issuers,
brokers, or dealers.
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\13\ 15 U.S.C. 78f(b).
\14\ 15 U.S.C. 78f(b)(5).
\15\ Id.
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In particular, the Exchange believes the proposed amendment
promotes just and equitable principles of trade by giving Floor
Officials the ability to declare a fast market when there is
extraordinary market volatility that hinders the maintenance of fair
and orderly markets. In addition, the proposed amendment protects
investors and the public interest by further specifying the actions
Floor Officials may take once they declare a fast market. Specifically,
the Exchange believes having the ability to suspend the requirement to
systematize an order prior to representing the order to the trading
floor serves investors and the public interest because it provides
floor brokers with the ability to better accommodate customers during
times of extreme volatility and high order volume, which can prevent or
limit significant customer losses during those times. Furthermore, the
Exchange believes the proposed amendment is designed to prevent
fraudulent and manipulative acts and practices because the rule is
narrowly applied to situations in which two Floor Officials (one of
which must be an Exchange employee) believe the maintenance of fair and
orderly markets necessitates a fast market declaration. Additionally,
the Exchange believes delaying the systemization of an order under
these limited and extraordinary circumstances will not significantly
impact the integrity of the audit trail. In fact, the Exchange believes
that if there is any impact on the audit trail it is outweighed by the
benefits to customers and other market participants. Additionally,
impacts to individual market surveillances, if any, can be remedied
through manual reviews of the required paper order tickets.\16\
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\16\ See Rule 6.24(b).
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Additionally, as proposed in Rule 6.6.01, if the requirement to
systematize an order prior to representing the order is suspended,
Trading Permit Holders are required to record order information in
written form, which provides an adequate audit trail for regulatory
purposes. Additionally, as proposed by Rule 6.6.01 and 6.6.02 [sic],
Trading Permit Holders are required to input electronically into the
Exchange's systems all relevant order information received during the
time period when there was a fast market as soon as possible, and in
any event shall input such data electronically into the Exchange's
systems not later than close of business on the trade date during which
the fast market existed, which will provide an adequate audit trail for
regulatory purposes.
The Exchange notes that the collection and reporting of quotation
information to OPRA will not be effected by this rule filing because
the Exchange will continue to ``collect and promptly transmit to the
OPRA System by means of its own facilities bids and offers at stated
prices or limits with respect to individual Eligible Securities in
which it provides a market,'' which, by definition, means the
marketplace will continue to have access to the ``current state of the
market'' in all securities traded on the Exchange.\17\
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\17\ See section 5.2(b) of the OPRA Plan (requiring the
collection and reporting of quotations to OPRA ``sufficient in
number and timeliness to reflect the current state of the market in
such security''), available at: https://www.opradata.com/pdf/opra_plan.pdf.
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Finally, the Exchange does not believe the proposal permits unfair
discrimination because the benefit of receiving executions in a more
timely fashion will likely outweigh any perceived negatives. For
example, a broker that does not need to spend crucial time
systematizing an order prior to representing an order better serves the
client by accessing liquidity as soon as possible.
[[Page 12671]]
B. Self-Regulatory Organization's Statement on Burden on Competition
CBOE 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. More specifically, the Exchange
does not believe the proposed amendment will impose any burden on
intramarket competition because it provides the same relief to all
floor brokers in the same manner under the same limited and
extraordinary circumstances. In addition, the Exchange does not believe
the proposed changes will impose any burden on intermarket competition.
The proposed rule change relates solely to information that floor
brokers must submit to the Exchange with respect to orders they
represent and execute on the Exchange's trading floor. The proposed
rule change has little to no effect on market participants because OPRA
will be receiving timely quotations during fast markets, which will
give all market participants an up-to-date view of the market during a
fast market. Any perceived burden on market participants is outweighed
by the fact that market participants will be able to receive executions
in a timelier manner during times of high market volatility.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
The Exchange neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the Exchange consents, the Commission will:
A. by order approve or disapprove such proposed rule change, or
B. institute proceedings to determine whether the proposed rule
change should be disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-CBOE-2017-010 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-CBOE-2017-010. 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-CBOE-2017-010, and should be
submitted on or before March 27, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-04207 Filed 3-3-17; 8:45 am]
BILLING CODE 8011-01-P