Self-Regulatory Organizations; The Options Clearing Corporation; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Concerning the Options Clearing Corporation's Management Structure, 23121-23123 [2017-10127]
Download as PDF
Federal Register / Vol. 82, No. 96 / Friday, May 19, 2017 / Notices
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–CBOE–
2017–039, and should be submitted on
or before June 9, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–10126 Filed 5–18–17; 8:45 am]
BILLING CODE 8011–01–P
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80672; File No. SR–OCC–
2017–012]
Self-Regulatory Organizations; The
Options Clearing Corporation; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change Concerning
the Options Clearing Corporation’s
Management Structure
May 15, 2017.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on May 5,
2017, The Options Clearing Corporation
(‘‘OCC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III below; Items I and
II have been prepared primarily by OCC.
OCC filed the proposed rule change
pursuant to Section 19(b)(3)(A)(iii) of
the Act 3 and Rule 19b–4(f)(6) 4
thereunder so that the proposal was
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
This proposed rule change by OCC
concerns the amendment of OCC’s ByLaws to provide that the Board of
Directors (‘‘Board’’) may, in its
discretion, designate the Chief
Operating Officer (‘‘COO’’) to act as
President of OCC.
17 CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A)(iii).
4 17 CFR 240.19b–4(f)(6).
10
1 15
VerDate Sep<11>2014
19:15 May 18, 2017
Jkt 241001
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
OCC 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. OCC has prepared
summaries, set forth in sections (A), (B),
and (C) below, of the most significant
aspects of these statements. All terms
with initial capitalization that are not
otherwise defined herein have the same
meaning as set forth in the OCC ByLaws and Rules.5
1. Purpose
On April 26, 2017, the Commission
approved a proposed rule change by
OCC that, among other things, amended
OCC’s By-Laws and Rules to: (1)
Remove all references to OCC’s
President to reflect the fact that the
President would no longer be a
recognized officer within OCC’s
management and (2) reallocate the
authority and responsibilities
previously granted to the President
between the COO and a newly
appointed Chief Administrative Officer
(‘‘CAO’’).6 OCC is now proposing to
amend Article IV, Section 1 of the ByLaws to provide that the Board may, in
its discretion, designate that the COO
also serve as President of OCC. The
purpose of the proposed rule change is
to provide further clarity and
transparency around OCC’s
management structure and the roles and
titles of its senior management.
Prior to the approval of SR–OCC–
2017–002,7 OCC’s By-Laws stipulated
that its President would also serve as
COO, with the authority and
responsibilities of the COO and
President primarily being addressed
throughout the By-Laws and Rules in
terms of this officer’s capacity as
President. As a result of SR–OCC–2017–
002,8 OCC’s By-Laws and Rules were
amended to eliminate all references to
the President; however, the position of
COO was retained, and OCC’s senior
management was reorganized within an
5 OCC’s By-Laws and Rules can be found on
OCC’s public Web site: https://optionsclearing.com/
about/publications/bylaws.jsp.
6 See Securities Exchange Act Release No. 80531
(April 26, 2017), 82 FR 20502 (May 2, 2017) (SR–
OCC–2017–002).
7 Id.
8 Id.
PO 00000
Frm 00169
Fmt 4703
Sfmt 4703
23121
Office of the Executive Chairman
comprised of the Executive Chairman
and Chief Executive Officer, the COO
and the CAO. Pursuant to Article IV,
Section 8 of the By-Laws, the COO and
CAO are responsible for the aspects of
OCC’s business that do not report
directly to the Executive Chairman, with
such responsibilities being determined
by the Board to promote the efficient
and effective management and operation
of OCC. The By-Laws and Rules also
address various other authorities and
responsibilities of the COO and CAO.9
The proposed rule change would
provide that the Board may, in its
discretion, designate that the COO also
serve as President. The two roles would
not, however, be tied together by
operation of the By-Laws as it was prior
to the approval of SR–OCC–2017–002
and would instead provide the Board
with the discretionary authority to make
this determination as it deems
appropriate. The proposed rule change
is not intended to modify OCC’s current
management structure or the allocation
of duties and responsibilities currently
associated with the roles of COO or
CAO as set forth in By-Laws and Rules.
If the Board determines to designate that
the COO also serve as President, the
authority and responsibilities of the
COO and President would continue to
be governed by the allocation of
authority and responsibilities of the
COO as currently set forth in OCC’s ByLaws and Rules. The proposed rule
change would take a similar approach to
the previous construction of OCC’s ByLaws and Rules regarding the role of
COO and President; however, the
proposed approach would now describe
the authority and responsibilities of the
President and COO throughout the ByLaws and Rules in terms of this officer’s
capacity as COO (as opposed to
President).
OCC notes that, under Article IV,
Section 1 of the By-Laws, the Board
may, but need not, elect such other
officers (i.e., officers in addition to the
Executive Chairman, Member Vice
Chairman, COO, CAO, Secretary, and
Treasurer) as it may from time to time
9 For example, OCC’s Rules provide the Executive
Chairman, COO and CAO with the authority to,
among other things, impose certain restrictions on
a Clearing Member’s transactions, positions and
activities based on the financial or operational
condition of the Clearing Member (Rule 305);
extend settlement times in emergency conditions;
(Rule 505); waive the required margin deposit of a
Clearing Member in the interest of maintaining fair
and orderly markets (Rule 609A); and make a
determination as to whether the immediate
liquidation of some or all of a suspended Clearing
Member’s margin deposits and/or contributions to
the Clearing Fund would not be in the best interests
of the OCC, other Clearing Members, or the general
public (Rule 1104).
E:\FR\FM\19MYN1.SGM
19MYN1
23122
Federal Register / Vol. 82, No. 96 / Friday, May 19, 2017 / Notices
asabaliauskas on DSK3SPTVN1PROD with NOTICES
determine are required for the efficient
management and operation of OCC.
While this provision of Article IV,
Section 1 of the By-Laws currently
provides the Board with discretionary
authority to elect or otherwise designate
an officer of OCC to serve as President,
OCC believes that the proposed rule
change would provide additional clarity
and transparency around the Board’s
authority to elect a President,
particularly in light of recent OCC filing
SR–OCC–2017–002.
2. Statutory Basis
Section 17A(b)(3)(F) of the Act,10
requires that the rules of a clearing
agency be designed, in general, to
protect investors and the public interest.
OCC believes that the proposed rule
change is consistent with the protection
of investors and the public interest
because it would provide OCC’s users
and the general public with further
clarity and transparency around OCC’s
management structure and the roles and
titles of its senior management by
clarifying in OCC’s By-Laws that the
Board has the discretion to designate
that OCC’s COO also serve as President
of the corporation. As a result, OCC
believes the proposed rule change is
consistent with Section 17A(b)(3)(F) of
the Act.11
In addition, Rule 17Ad–22(e)(2) 12
requires covered clearing agencies to
maintain written policies and
procedures reasonably designed to,
among other things, provide for
governance arrangements that are clear
and transparent, specify clear and direct
lines of responsibility, and fulfill the
public interest requirements in Section
17A of the Act.13 OCC believes that the
proposed amendments to its By-Laws
would provide clear and transparent
statements of the Board’s discretionary
authority to designate that the COO also
serve as President of OCC. Under the
proposed rule change, if the Board
would designate that the COO also serve
as President, the authority and
responsibilities of the COO and
President would continue to be
governed by the clear allocation of
authority and responsibilities provided
to the COO as currently set forth in
OCC’s By-Laws and Rules. As a result,
OCC believes the proposed rule change
would provide for governance
arrangements that are clear and
transparent, specify clear and direct
lines of responsibility, and fulfill the
public interest requirements in Section
17A of the Act 14 in a manner consistent
with Rule 17Ad–22(e)(2).15
The proposed rule change is not
inconsistent with the existing rules of
OCC, including any other rules
proposed to be amended.
(B) Clearing Agency’s Statement on
Burden on Competition
Section 17A(b)(3)(I) of the Act 16
requires that the rules of a clearing
agency not impose any burden on
competition not necessary or
appropriate in furtherance of the
purposes of the Act. OCC does not
believe the proposed rule change would
have any impact or impose any burden
on competition. As discussed in more
detail above, OCC believes that the
proposed rule change would provide
more clarity and transparency to users
(and potential users) of OCC regarding
OCC’s governance and management
arrangements. The proposed rule change
would not affect Clearing Members’
access to OCC’s services or disadvantage
or favor any particular user in
relationship to another user. As such,
OCC believes that the proposed changes
would not have any impact or impose
any burden on competition.
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants or Others
Written comments were not and are
not intended to be solicited with respect
to the proposed rule change, and none
have been received.
III. Date of Effectiveness of the Proposed
Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A) of the
Act,17 and Rule 19b–4(f)(6) 18
thereunder, the proposed rule change is
filed for immediate effectiveness
because it does not do the following: (i)
Significantly affect the protection of
investors or the public interest; (ii)
impose any significant burden on
competition; and (iii) by its terms
become operative for 30 days after the
date of the filing, or such shorter time
as the Commission may designate.
Additionally, OCC provided the
Commission with written notice of its
intent to file the proposed rule change,
along with a brief description and text
of the proposed rule change, at least five
business days prior to the date of filing
of the proposed rule change or such
14 15
10 15
U.S.C. 78q–1.
CFR 240.17Ad–22(e)(2).
16 15 U.S.C. 78q–1(b)(3)(I).
17 15 U.S.C. 78s(b)(3)(A).
18 17 CFR 240.19b–4(f)(6).
U.S.C. 78q–1(b)(3)(F).
15 17
11 Id.
12 17
13 15
CFR 240.17Ad–22(e)(2).
U.S.C. 78q–1.
VerDate Sep<11>2014
19:15 May 18, 2017
Jkt 241001
PO 00000
Frm 00170
Fmt 4703
Sfmt 4703
shorter time as designated by the
Commission.
A proposed rule change filed under
Rule 19b–4(f)(6) normally does not
become operative for 30 days after the
date of filing. However, Rule 19b–
4(f)(6)(iii) permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. OCC
has requested that the Commission
waive the 30-day operative delay
contained in Rule 19b–4(f)(6)(iii) so that
the proposal may become operative
immediately upon filing. OCC believes
that a waiver of the 30-day operative
delay is consistent with the protection
of investors and the public interest
because it will enable OCC to
implement the proposed rule change in
a more timely manner and thereby
reinforce the Board’s authority to elect
officers, and more specifically, a
President, as it deems necessary for the
efficient management and operation of
OCC.
The Commission agrees that a waiver
of the 30-day operative delay is
appropriate under the particular facts
and circumstances concerning this
proposed rule change, as the proposed
rule change does not present novel or
controversial issues. As OCC stated,
Article IV, Section 1 of the By-Laws
currently provides the Board with
discretionary authority to elect or
otherwise designate an officer of OCC to
serve as President. OCC stated further
that the proposed rule change would
provide additional clarity and
transparency around the Board’s
authority to elect a President,
particularly in light of recent OCC filing
SR–OCC–2017–002. Accordingly, the
Commission designates the proposed
rule change to be operative upon
filing.19
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.20
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
19 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
20 Notwithstanding its immediate effectiveness,
implementation of this rule change will be delayed
until this change is deemed certified under CFTC
Regulation § 40.6.
E:\FR\FM\19MYN1.SGM
19MYN1
Federal Register / Vol. 82, No. 96 / Friday, May 19, 2017 / Notices
Electronic Comments
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 parts of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
• 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–
OCC–2017–012 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.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.21
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–10127 Filed 5–18–17; 8:45 am]
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:
All submissions should refer to File
Number SR–OCC–2017–012. 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 such
filing also will be available for
inspection and copying at the principal
office of OCC and on OCC’s Web site at
https://www.theocc.com/components/
docs/legal/rules_and_bylaws/sr_occ_17_
012.pdf.
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–OCC–2017–012 and should
be submitted on or before June 9, 2017.
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–80677; File No. SR–NYSE–
2017–20]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing of Proposed Rule Change
Amending Its Listing Standard for
Special Purpose Acquisition
Companies To Change Shareholder
Vote Requirement for the Approval of
a Business Combination
May 15, 2017.
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that, on May 1,
2017, New York Stock Exchange LLC
(‘‘NYSE’’ or ‘‘Exchange’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II, and
III below, which Items have been
prepared by the self-regulatory
organization. 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 its
listing standard for Acquisition
Companies (‘‘ACs’’) to change its
shareholder vote requirement for the
approval of a Business Combination.
The proposed rule change is available
on the Exchange’s Web site at
www.nyse.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
self-regulatory organization 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 those statements may be examined at
1 15
U.S.C. 78s(b)(1).
U.S.C. 78a.
3 17 CFR 240.19b–4.
2 15
21 17
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
19:15 May 18, 2017
23123
Jkt 241001
PO 00000
Frm 00171
Fmt 4703
Sfmt 4703
1. Purpose
The Exchange proposes to amend its
listing standard for Acquisition
Companies (or ‘‘ACs’’) as set forth in
Section 102.06 of the NYSE Listed
Company Manual (the ‘‘Manual’’) to
change its shareholder vote requirement
for the approval of a Business
Combination.
An AC (typically known in the
marketplace as a special purpose
acquisition company or ‘‘SPAC’’) is a
special purpose company formed for the
purpose of effecting a merger, capital
stock exchange, asset acquisition, stock
purchase, reorganization or similar
business combination with one or more
operating businesses or assets with a fair
market value equal to at least 80% of the
net assets of the AC held in trust (net
of amounts disbursed to management
for working capital purposes and
excluding the amount of any deferred
underwriting discount held in trust) (a
‘‘Business Combination’’).
Section 102.06 subjects any AC listed
on the NYSE to the following
requirements (among others):
• If the AC holds a shareholder vote
on a Business Combination, it must be
approved by a majority of the votes cast
by public shareholders 4 at the
shareholder meeting at which the
Business Combination is being
considered;
• if a shareholder vote on a Business
Combination is held, each public
shareholder voting against the Business
Combination will have the right to
convert its shares of common stock into
a pro rata share of the aggregate amount
then on deposit in the trust account (net
of taxes payable, and amounts disbursed
to management for working capital
purposes), provided that the Business
Combination is approved and
consummated; 5
4 Shares held by directors, officers, or their
immediate families and other concentrated holding
of 10 percent or more are excluded in calculating
the number of publicly-held shares.
5 An AC can establish a limit (set no lower than
10% of the shares sold in the AC’s IPO) as to the
maximum number of shares with respect to which
any public shareholder, together with any affiliate
of such shareholder or any person with whom such
shareholder is acting as a ‘‘group’’ (as such term is
used in Sections 13(d) and 14(d) of the Exchange
Act) may exercise conversion rights;
E:\FR\FM\19MYN1.SGM
19MYN1
Agencies
[Federal Register Volume 82, Number 96 (Friday, May 19, 2017)]
[Notices]
[Pages 23121-23123]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-10127]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80672; File No. SR-OCC-2017-012]
Self-Regulatory Organizations; The Options Clearing Corporation;
Notice of Filing and Immediate Effectiveness of Proposed Rule Change
Concerning the Options Clearing Corporation's Management Structure
May 15, 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 May 5, 2017, The Options Clearing Corporation (``OCC'') filed with
the Securities and Exchange Commission (``Commission'') the proposed
rule change as described in Items I, II, and III below; Items I and II
have been prepared primarily by OCC. OCC filed the proposed rule change
pursuant to Section 19(b)(3)(A)(iii) of the Act \3\ and Rule 19b-
4(f)(6) \4\ thereunder so that the proposal was effective upon filing
with the Commission. 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.
\3\ 15 U.S.C. 78s(b)(3)(A)(iii).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
This proposed rule change by OCC concerns the amendment of OCC's
By-Laws to provide that the Board of Directors (``Board'') may, in its
discretion, designate the Chief Operating Officer (``COO'') to act as
President of OCC.
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, OCC 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. OCC has prepared summaries, set forth in sections (A),
(B), and (C) below, of the most significant aspects of these
statements. All terms with initial capitalization that are not
otherwise defined herein have the same meaning as set forth in the OCC
By-Laws and Rules.\5\
---------------------------------------------------------------------------
\5\ OCC's By-Laws and Rules can be found on OCC's public Web
site: https://optionsclearing.com/about/publications/bylaws.jsp.
---------------------------------------------------------------------------
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
On April 26, 2017, the Commission approved a proposed rule change
by OCC that, among other things, amended OCC's By-Laws and Rules to:
(1) Remove all references to OCC's President to reflect the fact that
the President would no longer be a recognized officer within OCC's
management and (2) reallocate the authority and responsibilities
previously granted to the President between the COO and a newly
appointed Chief Administrative Officer (``CAO'').\6\ OCC is now
proposing to amend Article IV, Section 1 of the By-Laws to provide that
the Board may, in its discretion, designate that the COO also serve as
President of OCC. The purpose of the proposed rule change is to provide
further clarity and transparency around OCC's management structure and
the roles and titles of its senior management.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 80531 (April 26,
2017), 82 FR 20502 (May 2, 2017) (SR-OCC-2017-002).
---------------------------------------------------------------------------
Prior to the approval of SR-OCC-2017-002,\7\ OCC's By-Laws
stipulated that its President would also serve as COO, with the
authority and responsibilities of the COO and President primarily being
addressed throughout the By-Laws and Rules in terms of this officer's
capacity as President. As a result of SR-OCC-2017-002,\8\ OCC's By-Laws
and Rules were amended to eliminate all references to the President;
however, the position of COO was retained, and OCC's senior management
was reorganized within an Office of the Executive Chairman comprised of
the Executive Chairman and Chief Executive Officer, the COO and the
CAO. Pursuant to Article IV, Section 8 of the By-Laws, the COO and CAO
are responsible for the aspects of OCC's business that do not report
directly to the Executive Chairman, with such responsibilities being
determined by the Board to promote the efficient and effective
management and operation of OCC. The By-Laws and Rules also address
various other authorities and responsibilities of the COO and CAO.\9\
---------------------------------------------------------------------------
\7\ Id.
\8\ Id.
\9\ For example, OCC's Rules provide the Executive Chairman, COO
and CAO with the authority to, among other things, impose certain
restrictions on a Clearing Member's transactions, positions and
activities based on the financial or operational condition of the
Clearing Member (Rule 305); extend settlement times in emergency
conditions; (Rule 505); waive the required margin deposit of a
Clearing Member in the interest of maintaining fair and orderly
markets (Rule 609A); and make a determination as to whether the
immediate liquidation of some or all of a suspended Clearing
Member's margin deposits and/or contributions to the Clearing Fund
would not be in the best interests of the OCC, other Clearing
Members, or the general public (Rule 1104).
---------------------------------------------------------------------------
The proposed rule change would provide that the Board may, in its
discretion, designate that the COO also serve as President. The two
roles would not, however, be tied together by operation of the By-Laws
as it was prior to the approval of SR-OCC-2017-002 and would instead
provide the Board with the discretionary authority to make this
determination as it deems appropriate. The proposed rule change is not
intended to modify OCC's current management structure or the allocation
of duties and responsibilities currently associated with the roles of
COO or CAO as set forth in By-Laws and Rules. If the Board determines
to designate that the COO also serve as President, the authority and
responsibilities of the COO and President would continue to be governed
by the allocation of authority and responsibilities of the COO as
currently set forth in OCC's By-Laws and Rules. The proposed rule
change would take a similar approach to the previous construction of
OCC's By-Laws and Rules regarding the role of COO and President;
however, the proposed approach would now describe the authority and
responsibilities of the President and COO throughout the By-Laws and
Rules in terms of this officer's capacity as COO (as opposed to
President).
OCC notes that, under Article IV, Section 1 of the By-Laws, the
Board may, but need not, elect such other officers (i.e., officers in
addition to the Executive Chairman, Member Vice Chairman, COO, CAO,
Secretary, and Treasurer) as it may from time to time
[[Page 23122]]
determine are required for the efficient management and operation of
OCC. While this provision of Article IV, Section 1 of the By-Laws
currently provides the Board with discretionary authority to elect or
otherwise designate an officer of OCC to serve as President, OCC
believes that the proposed rule change would provide additional clarity
and transparency around the Board's authority to elect a President,
particularly in light of recent OCC filing SR-OCC-2017-002.
2. Statutory Basis
Section 17A(b)(3)(F) of the Act,\10\ requires that the rules of a
clearing agency be designed, in general, to protect investors and the
public interest. OCC believes that the proposed rule change is
consistent with the protection of investors and the public interest
because it would provide OCC's users and the general public with
further clarity and transparency around OCC's management structure and
the roles and titles of its senior management by clarifying in OCC's
By-Laws that the Board has the discretion to designate that OCC's COO
also serve as President of the corporation. As a result, OCC believes
the proposed rule change is consistent with Section 17A(b)(3)(F) of the
Act.\11\
---------------------------------------------------------------------------
\10\ 15 U.S.C. 78q-1(b)(3)(F).
\11\ Id.
---------------------------------------------------------------------------
In addition, Rule 17Ad-22(e)(2) \12\ requires covered clearing
agencies to maintain written policies and procedures reasonably
designed to, among other things, provide for governance arrangements
that are clear and transparent, specify clear and direct lines of
responsibility, and fulfill the public interest requirements in Section
17A of the Act.\13\ OCC believes that the proposed amendments to its
By-Laws would provide clear and transparent statements of the Board's
discretionary authority to designate that the COO also serve as
President of OCC. Under the proposed rule change, if the Board would
designate that the COO also serve as President, the authority and
responsibilities of the COO and President would continue to be governed
by the clear allocation of authority and responsibilities provided to
the COO as currently set forth in OCC's By-Laws and Rules. As a result,
OCC believes the proposed rule change would provide for governance
arrangements that are clear and transparent, specify clear and direct
lines of responsibility, and fulfill the public interest requirements
in Section 17A of the Act \14\ in a manner consistent with Rule 17Ad-
22(e)(2).\15\
---------------------------------------------------------------------------
\12\ 17 CFR 240.17Ad-22(e)(2).
\13\ 15 U.S.C. 78q-1.
\14\ 15 U.S.C. 78q-1.
\15\ 17 CFR 240.17Ad-22(e)(2).
---------------------------------------------------------------------------
The proposed rule change is not inconsistent with the existing
rules of OCC, including any other rules proposed to be amended.
(B) Clearing Agency's Statement on Burden on Competition
Section 17A(b)(3)(I) of the Act \16\ requires that the rules of a
clearing agency not impose any burden on competition not necessary or
appropriate in furtherance of the purposes of the Act. OCC does not
believe the proposed rule change would have any impact or impose any
burden on competition. As discussed in more detail above, OCC believes
that the proposed rule change would provide more clarity and
transparency to users (and potential users) of OCC regarding OCC's
governance and management arrangements. The proposed rule change would
not affect Clearing Members' access to OCC's services or disadvantage
or favor any particular user in relationship to another user. As such,
OCC believes that the proposed changes would not have any impact or
impose any burden on competition.
---------------------------------------------------------------------------
\16\ 15 U.S.C. 78q-1(b)(3)(I).
---------------------------------------------------------------------------
(C) Clearing Agency's Statement on Comments on the Proposed Rule Change
Received From Members, Participants or Others
Written comments were not and are not intended to be solicited with
respect to the proposed rule change, and none have been received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Pursuant to Section 19(b)(3)(A) of the Act,\17\ and Rule 19b-
4(f)(6) \18\ thereunder, the proposed rule change is filed for
immediate effectiveness because it does not do the following: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
by its terms become operative for 30 days after the date of the filing,
or such shorter time as the Commission may designate. Additionally, OCC
provided the Commission with written notice of its intent to file the
proposed rule change, along with a brief description and text of the
proposed rule change, at least five business days prior to the date of
filing of the proposed rule change or such shorter time as designated
by the Commission.
---------------------------------------------------------------------------
\17\ 15 U.S.C. 78s(b)(3)(A).
\18\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
A proposed rule change filed under Rule 19b-4(f)(6) normally does
not become operative for 30 days after the date of filing. However,
Rule 19b-4(f)(6)(iii) permits the Commission to designate a shorter
time if such action is consistent with the protection of investors and
the public interest. OCC has requested that the Commission waive the
30-day operative delay contained in Rule 19b-4(f)(6)(iii) so that the
proposal may become operative immediately upon filing. OCC believes
that a waiver of the 30-day operative delay is consistent with the
protection of investors and the public interest because it will enable
OCC to implement the proposed rule change in a more timely manner and
thereby reinforce the Board's authority to elect officers, and more
specifically, a President, as it deems necessary for the efficient
management and operation of OCC.
The Commission agrees that a waiver of the 30-day operative delay
is appropriate under the particular facts and circumstances concerning
this proposed rule change, as the proposed rule change does not present
novel or controversial issues. As OCC stated, Article IV, Section 1 of
the By-Laws currently provides the Board with discretionary authority
to elect or otherwise designate an officer of OCC to serve as
President. OCC stated further that the proposed rule change would
provide additional clarity and transparency around the Board's
authority to elect a President, particularly in light of recent OCC
filing SR-OCC-2017-002. Accordingly, the Commission designates the
proposed rule change to be operative upon filing.\19\
---------------------------------------------------------------------------
\19\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
---------------------------------------------------------------------------
At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is necessary or
appropriate in the public interest, for the protection of investors, or
otherwise in furtherance of the purposes of the Act.\20\
---------------------------------------------------------------------------
\20\ Notwithstanding its immediate effectiveness, implementation
of this rule change will be delayed until this change is deemed
certified under CFTC Regulation Sec. 40.6.
---------------------------------------------------------------------------
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
[[Page 23123]]
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-OCC-2017-012 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-OCC-2017-012. 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 such filing also will be available
for inspection and copying at the principal office of OCC and on OCC's
Web site at https://www.theocc.com/components/docs/legal/rules_and_bylaws/sr_occ_17_012.pdf.
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-OCC-2017-012 and should
be submitted on or before June 9, 2017.
---------------------------------------------------------------------------
\21\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\21\
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-10127 Filed 5-18-17; 8:45 am]
BILLING CODE 8011-01-P