Self-Regulatory Organizations; Fixed Income Clearing Corporation; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Establish Fees for Government Securities Division CCIT Members, and Netting Members That Engage in CCIT Transactions, 23913-23915 [2017-10585]
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Federal Register / Vol. 82, No. 99 / Wednesday, May 24, 2017 / Notices
SECURITIES AND EXCHANGE
COMMISSION
and C below, of the most significant
aspects of such statements.
[Release No. 34–80717; File No. SR–FICC–
2017–013]
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
Self-Regulatory Organizations; Fixed
Income Clearing Corporation; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change To Establish
Fees for Government Securities
Division CCIT Members, and Netting
Members That Engage in CCIT
Transactions
May 18, 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 16,
2017, Fixed Income Clearing
Corporation (‘‘FICC’’) 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 clearing agency. FICC filed the
proposed rule change pursuant to
Section 19(b)(3)(A) of the Act 3 and Rule
19b–4(f)(2) thereunder.4 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
The proposed rule change consists of
modifications to the Fee Structure in the
Government Securities Division
(‘‘GSD’’) Rulebook (‘‘GSD Rules’’) 5 in
order to establish fees for (i) CCIT
Members, including those that
participate through a Joint Account, and
(ii) Netting Members that engage in
CCIT Transactions.
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
asabaliauskas on DSK3SPTVN1PROD with NOTICES
In its filing with the Commission, the
clearing agency 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
clearing agency has prepared
summaries, set forth in sections A, B,
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 15 U.S.C. 78s(b)(3)(A).
4 17 CFR 240.19b–4(f)(2).
5 Capitalized terms used herein and not otherwise
defined shall have the meaning assigned to such
terms in the GSD Rules, available at www.dtcc.com/
∼/media/Files/Downloads/legal/rules/ficc_gov_
rules.pdf.
1. Purpose
FICC has established the CCITTM
Service, which enables Netting
Members that participate in the GCF
Repo Service to engage in CCIT
Transactions with CCIT Members and
submit those transactions to FICC for
clearing.6 Accordingly, FICC is
proposing rule changes to amend the
Fee Structure in the GSD Rules in order
to establish fees for (1) CCIT Members,
including those that participate through
a Joint Account,7 and (2) Netting
Members that engage in CCIT
Transactions, as further described
below.
Section I.D (Trade Comparison Fees,
Modifications and Cancellations)
Section I.D of the Fee Structure (Trade
Comparison Fees, Modifications and
Cancellations) would be amended to
exclude CCIT Transactions from the 25
cents per request charge for
modification or cancellation of either
side of a trade or Repo Transaction,
consistent with the treatment of GCF
Repo Transactions. This section also
would be amended to provide that the
charge to a Member for the entry of a
request by such Member to modify or
cancel a side of a CCIT Transaction
would be 5 cents per 50 million of par
value, consistent with the treatment of
GCF Repo Transactions.
Section I.E (Trade Comparison Fees,
Locked-In Trade Data)
Section I.E of the Fee Structure (Trade
Comparison Fees, Locked-In Trade Data)
would be amended to provide that the
‘‘Trade Submission’’ fee associated with
the submission of trade data to FICC on
a Locked-In Trade basis would not
apply to CCIT Transactions, consistent
with the treatment of GCF Repo
Transactions. This section also would
be amended to provide that, consistent
with the treatment of GCF Repo
Transactions, non-Inter-Dealer Broker
Members would be subject to a onetime
recording fee for the processing and
reporting by FICC of a CCIT Transaction
submitted to FICC on a Locked-In Trade
basis in the amount of 7 cents per
1 15
2 17
VerDate Sep<11>2014
19:43 May 23, 2017
Jkt 241001
6 See Securities Exchange Act Release Nos. 80574
(May 2, 2017), 82 FR 21439 (May 8, 2017) (SR–
FICC–2017–005) and 80546 (April 27, 2017), 82 FR
20652 (May 3, 2017) (SR–FICC–2017–803).
7 With respect to CCIT Members participating
through a Joint Account, the proposed fees that are
the subject of this filing would be applied at the
Joint Account level.
PO 00000
Frm 00142
Fmt 4703
Sfmt 4703
23913
million gross dollar amount of such
CCIT Transaction (with a minimum
charge of $2.50).
Section I.F (Trade Comparison Fees,
CCIT Transactions Submitted for
Bilateral Comparison)
A new Section I.F of the Fee Structure
(Trade Comparison Fees, CCIT
Transactions Submitted for Bilateral
Comparison) would be added by this
filing to provide that, consistent with
the treatment of GCF Repo Transactions
and CCIT Transactions submitted to
FICC on a Locked-In Trade basis, CCIT
Members and Netting Members would
be subject to a onetime recording fee for
the processing and reporting by FICC of
a CCIT Transaction submitted to FICC
on a bilateral basis in the amount of 7
cents per million gross dollar amount of
such CCIT Transaction (with a
minimum charge of $2.50).
Section III.A.1 (Netting Fee and Charges,
Netting Fee)
Section III.A.1 of the Fee Structure
(Netting Fee and Charges, Netting Fee)
would be amended to provide that the
fees applied to netted Compared Trades,
Start Legs of Repo Transactions, Close
Legs of Repo Transactions, Fail Deliver
Obligations and Fail Receive
Obligations on a per side and par value
basis would not apply to CCIT
Transactions, consistent with the
treatment of GCF Repo Transactions.
Section III.D.4 (Netting Fee and Charges,
Clearance Charges)
Section III.D.4 of the Fee Structure
(Netting Fee and Charges, Clearance
Charges) describes clearing bank fees
and charges incurred by FICC for the
services FICC performs in connection
with Netting Members’ activity.
Subsection (c) of this Section III.D.4,
which describes The Bank of New York
Mellon (‘‘BNY’’) fee on each GCF Repo
Deliver Obligation that FICC creates
from its BNY account, would be
amended to provide that, when this
BNY fee is assessed on FICC’s GCF Repo
Deliver Obligations at BNY that are
created versus CCIT Members at BNY,
the fee would be calculated as 1 basis
point per annum on a dollar amount of
the underlying CCIT Transactions, and
the fee would be passed through to the
Dealer Account at BNY of the Netting
Member that is the Repo Party to such
CCIT Transactions. In addition, in order
to distinguish it from the treatment of
CCIT Transactions, FICC is proposing to
amend this section to state that the fees
assessed on FICC’s GCF Repo Deliver
Obligations that are created versus
Netting Members would be allocated to
E:\FR\FM\24MYN1.SGM
24MYN1
23914
Federal Register / Vol. 82, No. 99 / Wednesday, May 24, 2017 / Notices
Dealer Accounts at BNY and to Dealer
Accounts at J.P. Morgan Chase (‘‘JPM’’).
Section III.E (Netting Fee and Charges,
Repo Transaction Processing Fee)
Section III.E of the Fee Structure
(Netting Fee and Charges, Repo
Transaction Processing Fee) would be
amended to exclude CCIT Transactions
from the fee imposed on term Repo
Transactions that have been compared
and netted, but which have not yet
settled, consistent with the treatment of
GCF Repo Transactions. This section
also would be amended to provide that,
consistent with the treatment of a GCF
Repo Transaction, for a CCIT
Transaction that has been compared and
netted, but which has not yet settled, a
processing fee would be calculated as
follows:
(1) For all Netting Members and CCIT
Members, a 0.04 basis point charge (i.e.,
four hundredths of a basis point) would
be applied to the gross dollar amount of
such CCIT Transaction; and
(2) a 0.08 basis point charge (i.e., 8
hundredths of a basis point) would be
applied to the net dollar amount of a
Netting Member’s or CCIT Member’s
Collateral Allocation Entitlements and
Collateral Allocation Obligations.
These fees would be applied each
calendar day, but calculated on an
annualized basis, as currently provided
in this section.
Section III.G (Netting Fee and Charges,
Repo Collateral Substitution Fees)
Section III.G of the Fee Structure
(Netting Fee and Charges, Repo
Collateral Substitution Fees) would be
amended to exclude CCIT Transactions
from the processing charge associated
with repo collateral substitution
requests. To be consistent with the
treatment of GCF Repo Transactions,
FICC is amending this section to state
that GCF Repo Transactions would also
be excluded from the processing charge
associated with repo collateral
substitution requests.
asabaliauskas on DSK3SPTVN1PROD with NOTICES
Section IV (Minimum Monthly Fee) and
Section V (Fees Applicable to
Additional Accounts)
Under Sections IV and V of the Fee
Structure (Minimum Monthly Fee and
Fees Applicable to Additional
Accounts), CCIT Members would be
excluded from the minimum monthly
account fees charged to ComparisonOnly Members and Netting Members for
their primary GSD accounts and fees for
any additional accounts they maintain
with GSD.
VerDate Sep<11>2014
19:43 May 23, 2017
Jkt 241001
Section VIII (Definition)
Section VIII of the Fee Structure
(Definition) would be amended to
exclude CCIT Transactions from the
requirement that, for purposes of the Fee
Structure, a ‘‘side’’ of a trade or
transaction, and a Start Leg or a Close
Leg of a Repo Transaction, be limited to
$50 million increments, consistent with
the treatment of GCF Repo Transactions.
Member Impact
Participation in the CCIT Service is
voluntary. Institutional cash lenders
that wish to become CCIT Members, and
Netting Members that wish to
participate in the CCIT Service, have an
opportunity to review the terms of the
CCIT Service and determine if they
would like to participate. Choosing to
participate in the CCIT Service would
subject these entities to all of the rules
applicable to the CCIT Service,
including the fees reflected in GSD’s Fee
Structure as proposed by this filing.
2. Statutory Basis
Section 17A(b)(3)(D) of the Act
requires that the GSD Rules ‘‘provide for
the equitable allocation of reasonable
dues, fees, and other charges among its
participants.’’ 8 FICC believes the
proposed fees are equitably allocated
among GSD Members because these fees
would only be imposed upon those GSD
Members that chose to utilize the CCIT
Service. FICC also believes the proposed
fees are reasonable because these fees
would allow FICC to recover the costs
(including pass-through costs from
certain third parties) of providing the
CCIT Service from those GSD Members
that enjoy its benefits. Therefore, FICC
believes the proposed fees are consistent
with the requirements of Section
17A(b)(3)(D) of the Act.
(B) Clearing Agency’s Statement on
Burden on Competition
FICC believes the proposed fees may
impose a burden on competition by
limiting participation in the CCIT
Service to institutional cash lenders and
Netting Members that are willing to pay
the fees associated with their
participation in the CCIT Service.
However, FICC believes any burden on
competition that may result from the
proposed fees would be necessary and
appropriate in furtherance of the
purposes of the Act, as permitted by
Section 17A(b)(3)(I) of the Act,9 for the
reason described below.
Although the proposal would impose
fees on CCIT Members and Netting
Members for their use of the CCIT
8 15
9 15
PO 00000
U.S.C. 78q–1(b)(3)(D).
U.S.C. 78q–1(b)(3)(I).
Frm 00143
Fmt 4703
Sfmt 4703
Service, FICC believes that any burden
on competition that may result from the
proposal would be necessary and
appropriate because the proposed fees
would provide FICC with the ability to
achieve and maintain its operating
margin, recover the cost of providing the
CCIT Service and also pass through
certain third-party fees that FICC would
incur in connection with the CCIT
Service. Moreover, as described in
Section II.(A)1. above, participation in
the CCIT Service is entirely voluntary,
and, if Netting Members and their
institutional counterparties do not wish
to pay the fees associated with the
service, they would be able to enter into
non-cleared tri-party repo transactions
in GCF Repo eligible asset classes
outside of GSD.
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants, or Others
Written comments relating to the
proposed rule change have not been
solicited or received. FICC will notify
the Commission of any written
comments received by FICC.
III. Date of Effectiveness of the
Proposed Rule Change, and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 10 and paragraph (f) of Rule
19b–4 thereunder.11 At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
FICC–2017–013 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
10 15
11 17
E:\FR\FM\24MYN1.SGM
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f).
24MYN1
Federal Register / Vol. 82, No. 99 / Wednesday, May 24, 2017 / Notices
Commission, 100 F Street NE.,
Washington, DC 20549.
All submissions should refer to File
Number SR–FICC–2017–013. 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 FICC and on DTCC’s Web site
(https://dtcc.com/legal/sec-rulefilings.aspx). All comments received
will be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–FICC–
2017–013 and should be submitted on
or before June 14, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.12
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–10585 Filed 5–23–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
asabaliauskas on DSK3SPTVN1PROD with NOTICES
[Release No. 34–80726; File No. SR–MRX–
2017–04]
Self-Regulatory Organizations; Nasdaq
MRX, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Adopt Section IV of
the MRX Fee Schedule
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (‘‘Act’’
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to adopt a fee
schedule to establish the fees for
Industry Members related to the
National Market System Plan Governing
the Consolidated Audit Trail (the ‘‘CAT
NMS Plan’’ or ‘‘Plan’’) at Section X [sic]
of the MRX Fee Schedule.
The text of the proposed rule change
is available on the Exchange’s Web site
at www.ise.com, at the principal office
of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of the proposed rule
change is to adopt a fee schedule to
establish the fees for Industry Members
related to the CAT NMS Plan.
Bats BYX Exchange, Inc., Bats BZX
Exchange, Inc., Bats EDGA Exchange,
Inc., Bats EDGX Exchange, Inc., BOX
Options Exchange LLC, C2 Options
Exchange, Incorporated, Chicago Board
Options Exchange, Incorporated,
Chicago Stock Exchange, Inc., Financial
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 The Exchange originally filed the proposed rule
change on May 3, 2017 under File No. SR–MRX–
2017–03. The Exchange subsequently withdrew that
filing on May 12, 2017 and filed this proposed rule
change.
2 17
May 18, 2017.
12 17
or ‘‘Exchange Act’’),1 and Rule 19b–4
thereunder,2 notice is hereby given that
on May 12, 2017, Nasdaq MRX, LLC
(‘‘MRX’’ 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.3 The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
19:43 May 23, 2017
Jkt 241001
PO 00000
Frm 00144
Fmt 4703
Sfmt 4703
23915
Industry Regulatory Authority, Inc.
(‘‘FINRA’’), Investors’ Exchange LLC,
Miami International Securities
Exchange, LLC, MIAX PEARL, LLC,
NASDAQ BX, Inc., Nasdaq GEMX, LLC,
Nasdaq ISE, LLC, Nasdaq MRX, LLC,4
NASDAQ PHLX LLC, The NASDAQ
Stock Market LLC, New York Stock
Exchange LLC, NYSE MKT LLC, NYSE
Arca, Inc. and NYSE National, Inc.5
(collectively, the ‘‘Participants’’) filed
with the Commission, pursuant to
Section 11A of the Exchange Act 6 and
Rule 608 of Regulation NMS
thereunder,7 the CAT NMS Plan.8 The
Participants filed the Plan to comply
with Rule 613 of Regulation NMS under
the Exchange Act. The Plan was
published for comment in the Federal
Register on May 17, 2016,9 and
approved by the Commission, as
modified, on November 15, 2016.10 The
Plan is designed to create, implement
and maintain a consolidated audit trail
(‘‘CAT’’) that would capture customer
and order event information for orders
in NMS Securities and OTC Equity
Securities, across all markets, from the
time of order inception through routing,
cancellation, modification, or execution
in a single consolidated data source.
The Plan accomplishes this by creating
CAT NMS, LLC (the ‘‘Company’’), of
which each Participant is a member, to
operate the CAT.11 Under the CAT NMS
Plan, the Operating Committee of the
Company (‘‘Operating Committee’’) has
discretion to establish funding for the
Company to operate the CAT, including
establishing fees that the Participants
will pay, and establishing fees for
Industry Members that will be
4 ISE Gemini, LLC, ISE Mercury, LLC and
International Securities Exchange, LLC have been
renamed Nasdaq GEMX, LLC, Nasdaq MRX, LLC,
and Nasdaq ISE, LLC, respectively. See Securities
Exchange Act Release No. 80248 (March 15, 2017),
82 FR 14547 (March 21, 2017); Securities Exchange
Act Release No. 80326 (March 29, 2017), 82 FR
16460 (April 4, 2017); and Securities Exchange Act
Release No. 80325 (March 29, 2017), 82 FR 16445
(April 4, 2017).
5 National Stock Exchange, Inc. has been renamed
NYSE National, Inc. See Securities Exchange Act
Release No. 79902 (Jan. 30, 2017), 82 FR 9258
(February 3, 2017).
6 15 U.S.C. 78k–1.
7 17 CFR 242.608.
8 See Letter from the Participants to Brent J.
Fields, Secretary, Commission, dated September 30,
2014; and Letter from Participants to Brent J. Fields,
Secretary, Commission, dated February 27, 2015.
On December 24, 2015, the Participants submitted
an amendment to the CAT NMS Plan. See Letter
from Participants to Brent J. Fields, Secretary,
Commission, dated December 23, 2015.
9 Securities Exchange Act Release No. 77724
(April 27, 2016), 81 FR 30614 (May 17, 2016).
10 Securities Exchange Act Release No. 79318
(November 15, 2016), 81 FR 84696 (November 23,
2016) (‘‘Approval Order’’).
11 The Plan also serves as the limited liability
company agreement for the Company.
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Agencies
[Federal Register Volume 82, Number 99 (Wednesday, May 24, 2017)]
[Notices]
[Pages 23913-23915]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-10585]
[[Page 23913]]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-80717; File No. SR-FICC-2017-013]
Self-Regulatory Organizations; Fixed Income Clearing Corporation;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
To Establish Fees for Government Securities Division CCIT Members, and
Netting Members That Engage in CCIT Transactions
May 18, 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 16, 2017, Fixed Income Clearing Corporation (``FICC'') 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 clearing agency. FICC filed the
proposed rule change pursuant to Section 19(b)(3)(A) of the Act \3\ and
Rule 19b-4(f)(2) thereunder.\4\ 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).
\4\ 17 CFR 240.19b-4(f)(2).
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
The proposed rule change consists of modifications to the Fee
Structure in the Government Securities Division (``GSD'') Rulebook
(``GSD Rules'') \5\ in order to establish fees for (i) CCIT Members,
including those that participate through a Joint Account, and (ii)
Netting Members that engage in CCIT Transactions.
---------------------------------------------------------------------------
\5\ Capitalized terms used herein and not otherwise defined
shall have the meaning assigned to such terms in the GSD Rules,
available at www.dtcc.com/~/media/Files/Downloads/legal/rules/
ficc_gov_rules.pdf.
---------------------------------------------------------------------------
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, the clearing agency 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 clearing agency has prepared summaries,
set forth in sections A, B, and C below, of the most significant
aspects of such statements.
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
FICC has established the CCITTM Service, which enables
Netting Members that participate in the GCF Repo Service to engage in
CCIT Transactions with CCIT Members and submit those transactions to
FICC for clearing.\6\ Accordingly, FICC is proposing rule changes to
amend the Fee Structure in the GSD Rules in order to establish fees for
(1) CCIT Members, including those that participate through a Joint
Account,\7\ and (2) Netting Members that engage in CCIT Transactions,
as further described below.
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release Nos. 80574 (May 2,
2017), 82 FR 21439 (May 8, 2017) (SR-FICC-2017-005) and 80546 (April
27, 2017), 82 FR 20652 (May 3, 2017) (SR-FICC-2017-803).
\7\ With respect to CCIT Members participating through a Joint
Account, the proposed fees that are the subject of this filing would
be applied at the Joint Account level.
---------------------------------------------------------------------------
Section I.D (Trade Comparison Fees, Modifications and Cancellations)
Section I.D of the Fee Structure (Trade Comparison Fees,
Modifications and Cancellations) would be amended to exclude CCIT
Transactions from the 25 cents per request charge for modification or
cancellation of either side of a trade or Repo Transaction, consistent
with the treatment of GCF Repo Transactions. This section also would be
amended to provide that the charge to a Member for the entry of a
request by such Member to modify or cancel a side of a CCIT Transaction
would be 5 cents per 50 million of par value, consistent with the
treatment of GCF Repo Transactions.
Section I.E (Trade Comparison Fees, Locked-In Trade Data)
Section I.E of the Fee Structure (Trade Comparison Fees, Locked-In
Trade Data) would be amended to provide that the ``Trade Submission''
fee associated with the submission of trade data to FICC on a Locked-In
Trade basis would not apply to CCIT Transactions, consistent with the
treatment of GCF Repo Transactions. This section also would be amended
to provide that, consistent with the treatment of GCF Repo
Transactions, non-Inter-Dealer Broker Members would be subject to a
onetime recording fee for the processing and reporting by FICC of a
CCIT Transaction submitted to FICC on a Locked-In Trade basis in the
amount of 7 cents per million gross dollar amount of such CCIT
Transaction (with a minimum charge of $2.50).
Section I.F (Trade Comparison Fees, CCIT Transactions Submitted for
Bilateral Comparison)
A new Section I.F of the Fee Structure (Trade Comparison Fees, CCIT
Transactions Submitted for Bilateral Comparison) would be added by this
filing to provide that, consistent with the treatment of GCF Repo
Transactions and CCIT Transactions submitted to FICC on a Locked-In
Trade basis, CCIT Members and Netting Members would be subject to a
onetime recording fee for the processing and reporting by FICC of a
CCIT Transaction submitted to FICC on a bilateral basis in the amount
of 7 cents per million gross dollar amount of such CCIT Transaction
(with a minimum charge of $2.50).
Section III.A.1 (Netting Fee and Charges, Netting Fee)
Section III.A.1 of the Fee Structure (Netting Fee and Charges,
Netting Fee) would be amended to provide that the fees applied to
netted Compared Trades, Start Legs of Repo Transactions, Close Legs of
Repo Transactions, Fail Deliver Obligations and Fail Receive
Obligations on a per side and par value basis would not apply to CCIT
Transactions, consistent with the treatment of GCF Repo Transactions.
Section III.D.4 (Netting Fee and Charges, Clearance Charges)
Section III.D.4 of the Fee Structure (Netting Fee and Charges,
Clearance Charges) describes clearing bank fees and charges incurred by
FICC for the services FICC performs in connection with Netting Members'
activity. Subsection (c) of this Section III.D.4, which describes The
Bank of New York Mellon (``BNY'') fee on each GCF Repo Deliver
Obligation that FICC creates from its BNY account, would be amended to
provide that, when this BNY fee is assessed on FICC's GCF Repo Deliver
Obligations at BNY that are created versus CCIT Members at BNY, the fee
would be calculated as 1 basis point per annum on a dollar amount of
the underlying CCIT Transactions, and the fee would be passed through
to the Dealer Account at BNY of the Netting Member that is the Repo
Party to such CCIT Transactions. In addition, in order to distinguish
it from the treatment of CCIT Transactions, FICC is proposing to amend
this section to state that the fees assessed on FICC's GCF Repo Deliver
Obligations that are created versus Netting Members would be allocated
to
[[Page 23914]]
Dealer Accounts at BNY and to Dealer Accounts at J.P. Morgan Chase
(``JPM'').
Section III.E (Netting Fee and Charges, Repo Transaction Processing
Fee)
Section III.E of the Fee Structure (Netting Fee and Charges, Repo
Transaction Processing Fee) would be amended to exclude CCIT
Transactions from the fee imposed on term Repo Transactions that have
been compared and netted, but which have not yet settled, consistent
with the treatment of GCF Repo Transactions. This section also would be
amended to provide that, consistent with the treatment of a GCF Repo
Transaction, for a CCIT Transaction that has been compared and netted,
but which has not yet settled, a processing fee would be calculated as
follows:
(1) For all Netting Members and CCIT Members, a 0.04 basis point
charge (i.e., four hundredths of a basis point) would be applied to the
gross dollar amount of such CCIT Transaction; and
(2) a 0.08 basis point charge (i.e., 8 hundredths of a basis point)
would be applied to the net dollar amount of a Netting Member's or CCIT
Member's Collateral Allocation Entitlements and Collateral Allocation
Obligations.
These fees would be applied each calendar day, but calculated on an
annualized basis, as currently provided in this section.
Section III.G (Netting Fee and Charges, Repo Collateral Substitution
Fees)
Section III.G of the Fee Structure (Netting Fee and Charges, Repo
Collateral Substitution Fees) would be amended to exclude CCIT
Transactions from the processing charge associated with repo collateral
substitution requests. To be consistent with the treatment of GCF Repo
Transactions, FICC is amending this section to state that GCF Repo
Transactions would also be excluded from the processing charge
associated with repo collateral substitution requests.
Section IV (Minimum Monthly Fee) and Section V (Fees Applicable to
Additional Accounts)
Under Sections IV and V of the Fee Structure (Minimum Monthly Fee
and Fees Applicable to Additional Accounts), CCIT Members would be
excluded from the minimum monthly account fees charged to Comparison-
Only Members and Netting Members for their primary GSD accounts and
fees for any additional accounts they maintain with GSD.
Section VIII (Definition)
Section VIII of the Fee Structure (Definition) would be amended to
exclude CCIT Transactions from the requirement that, for purposes of
the Fee Structure, a ``side'' of a trade or transaction, and a Start
Leg or a Close Leg of a Repo Transaction, be limited to $50 million
increments, consistent with the treatment of GCF Repo Transactions.
Member Impact
Participation in the CCIT Service is voluntary. Institutional cash
lenders that wish to become CCIT Members, and Netting Members that wish
to participate in the CCIT Service, have an opportunity to review the
terms of the CCIT Service and determine if they would like to
participate. Choosing to participate in the CCIT Service would subject
these entities to all of the rules applicable to the CCIT Service,
including the fees reflected in GSD's Fee Structure as proposed by this
filing.
2. Statutory Basis
Section 17A(b)(3)(D) of the Act requires that the GSD Rules
``provide for the equitable allocation of reasonable dues, fees, and
other charges among its participants.'' \8\ FICC believes the proposed
fees are equitably allocated among GSD Members because these fees would
only be imposed upon those GSD Members that chose to utilize the CCIT
Service. FICC also believes the proposed fees are reasonable because
these fees would allow FICC to recover the costs (including pass-
through costs from certain third parties) of providing the CCIT Service
from those GSD Members that enjoy its benefits. Therefore, FICC
believes the proposed fees are consistent with the requirements of
Section 17A(b)(3)(D) of the Act.
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\8\ 15 U.S.C. 78q-1(b)(3)(D).
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(B) Clearing Agency's Statement on Burden on Competition
FICC believes the proposed fees may impose a burden on competition
by limiting participation in the CCIT Service to institutional cash
lenders and Netting Members that are willing to pay the fees associated
with their participation in the CCIT Service. However, FICC believes
any burden on competition that may result from the proposed fees would
be necessary and appropriate in furtherance of the purposes of the Act,
as permitted by Section 17A(b)(3)(I) of the Act,\9\ for the reason
described below.
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\9\ 15 U.S.C. 78q-1(b)(3)(I).
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Although the proposal would impose fees on CCIT Members and Netting
Members for their use of the CCIT Service, FICC believes that any
burden on competition that may result from the proposal would be
necessary and appropriate because the proposed fees would provide FICC
with the ability to achieve and maintain its operating margin, recover
the cost of providing the CCIT Service and also pass through certain
third-party fees that FICC would incur in connection with the CCIT
Service. Moreover, as described in Section II.(A)1. above,
participation in the CCIT Service is entirely voluntary, and, if
Netting Members and their institutional counterparties do not wish to
pay the fees associated with the service, they would be able to enter
into non-cleared tri-party repo transactions in GCF Repo eligible asset
classes outside of GSD.
(C) Clearing Agency's Statement on Comments on the Proposed Rule Change
Received From Members, Participants, or Others
Written comments relating to the proposed rule change have not been
solicited or received. FICC will notify the Commission of any written
comments received by FICC.
III. Date of Effectiveness of the Proposed Rule Change, and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \10\ and paragraph (f) of Rule 19b-4
thereunder.\11\ 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.
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\10\ 15 U.S.C. 78s(b)(3)(A).
\11\ 17 CFR 240.19b-4(f).
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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-FICC-2017-013 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange
[[Page 23915]]
Commission, 100 F Street NE., Washington, DC 20549.
All submissions should refer to File Number SR-FICC-2017-013. 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 FICC and on
DTCC's Web site (https://dtcc.com/legal/sec-rule-filings.aspx). All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-FICC-2017-013 and should be
submitted on or before June 14, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\12\
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\12\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-10585 Filed 5-23-17; 8:45 am]
BILLING CODE 8011-01-P