Self-Regulatory Organizations; ICE Clear Europe Limited; Order Approving Proposed Rule Changes Relating to the CDS End-of-Day Price Discovery Policy and Price Submission Disciplinary Framework, 30918-30920 [2017-13897]
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Federal Register / Vol. 82, No. 126 / Monday, July 3, 2017 / Notices
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• Send an email to rule-comments@
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All submissions should refer to File
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submission, all subsequent
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For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.14
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2017–13901 Filed 6–30–17; 8:45 am]
CFR 200.30–3(a)(12).
VerDate Sep<11>2014
17:53 Jun 30, 2017
[Release No. 34–81031; File No. SR–ICEEU–
2017–006]
Self-Regulatory Organizations; ICE
Clear Europe Limited; Order Approving
Proposed Rule Changes Relating to
the CDS End-of-Day Price Discovery
Policy and Price Submission
Disciplinary Framework
June 27, 2017.
I. Introduction
On April 26, 2017, ICE Clear Europe
Limited (‘‘ICE Clear Europe) filed with
the Securities and Exchange
Commission (‘‘Commission’’), pursuant
to Section 19(b)(1) of the Securities
Exchange Act of 1934 (‘‘Act’’),1 and
Rule 19b–4 thereunder,2 a proposed rule
change (SR–ICEEU–2017–006) to amend
ICE Clear Europe’s End-of-Day Price
Discovery Policy (‘‘EOD Price Discovery
Policy’’) (1) to change the calculation of
firm trade notional limits with respect
to single-name credit default swap
(‘‘CDS’’) contracts; (2) to update
references to ICE Clear Europe’s
Clearing Risk Department, head of
clearing risk, and other relevant risk
personnel, and to add references to ICE
Clear Europe’s risk appetite, related risk
metrics, and model validation and
review policies; and (3) to amend ICE
Clear Europe’s Price Submission
Disciplinary Framework with respect to
the imposition of fines associated with
missed price submissions. The proposed
rule change was published for comment
in the Federal Register on May 15,
2017.3 The Commission received no
comment letters regarding the proposed
rule change. For the reasons discussed
below, the Commission is approving the
proposed rule change.
II. Description of Proposed Rule Change
ICE Clear Europe proposed changes to
its EOD Price Discovery Policy with
respect to the calculation of firm trade
notional limits for single-name CDS.
Under its current EOD Price Discovery
Policy, ICE Clear Europe requires CDS
Clearing Members 4 to submit end-ofday prices with respect to instruments
relating to a Clearing Member’s open
interest. Based on these Clearing
Member price submissions, ICE Clear
Europe calculates CDS end-of-day price
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Securities Exchange Act Release No. 34–80631
(May 9, 2017), 82 FR 22357 (May 15, 2017) (SR–
ICEEU–2017–006) (‘‘Notice’’).
4 Capitalized terms used in this order, but not
defined herein, have the same meaning as in the
ICE Clear Europe Clearing Rules.
2 17
BILLING CODE 8011–01–P
14 17
SECURITIES AND EXCHANGE
COMMISSION
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levels.5 As a mechanism for ensuring
that Clearing Members provide highquality submissions, ICE Clear Europe
selects a subset of CDS instruments, on
random days, to be eligible for required
firm trades between Clearing Members.
Where Clearing Members are identified
for the purposes of a firm trade pursuant
to ICE Clear Europe’s ‘‘cross and lock
algorithm’’ based on their price
submissions, ICE Clear Europe may
require such Clearing Members to enter
into firm trades with each other.6
In connection with the firm trade
obligation, ICE Clear Europe has
established pre-defined maximum
notional amounts for firm trades in
single-name CDS contracts (‘‘firm trade
notional limits’’), which are currently
set at the Clearing Member level.7 ICE
Clear Europe proposed to amend the
manner in which it applies the firm
trade notional limits so that such limits
apply on a group level to affiliated
Clearing Members, or ‘‘CP affiliate
group’’ level, rather than at the
individual Clearing Member level. A CP
affiliate group consists of all CDS
Clearing Members that own, are owned,
or are under common ownership with
other CDS Clearing Members.8
ICE Clear Europe believes that such
an approach is appropriate because an
affiliate group may have multiple CDS
Clearing Members, which, in the
absence of the proposed amendments,
could result in a group-wide limit being
multiples of the single entity notional
limit.9
In addition to the changes to the firm
trade notional limits, ICE Clear Europe
also proposed changes to the EOD Price
Discovery Policy to update references to
ICE Clear Europe’s Clearing Risk
department and Head of Clearing Risk,
as well as to certain other risk
personnel.10
Other proposed changes to the EOD
Price Discovery Policy include adding
background information regarding
standards relating to ICE Clear Europe’s
risk appetite, and related metrics and
limits. Additionally, ICE Clear Europe
proposed to amend the EOD Price
Discovery Policy to include additional
procedures relating to model validation
and policy review. Under these
amendments, the underlying models
used to support the EOD Price
Discovery Policy will be subject to an
annual independent validation, and,
pursuant to its terms of reference, the
5 Notice,
82 FR at 22358.
6 Id.
7 Id.
8 Id.
9 Id.
10 Id.
E:\FR\FM\03JYN1.SGM
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Federal Register / Vol. 82, No. 126 / Monday, July 3, 2017 / Notices
ICE Clear Europe CDS Risk Committee
will review the EOD Price Discovery
Policy at least annually before such
Policy is submitted to the ICE Clear
Europe Board for its approval.11 In
addition to the annual review process,
any material changes to the EOD Price
Discovery Policy require ICE Clear
Europe Board approval, on the advice of
the CDS Risk Committee and Board Risk
Committee, prior to implementation of
such changes.12 The proposed
amendments also set forth various
metrics to be used by the Clearing Risk
Department and Risk Oversight
department, as well as escalation and
Risk Committee and Board notification
protocols related to those metrics.13
Beyond amendments to its EOD Price
Discovery Policy, ICE Clear Europe also
proposed to amend its Price Submission
Disciplinary Framework with respect to
the provisions regarding the imposition
of fines, known as fixed cash
assessments, in instances where
members do not submit required prices.
Under the proposed amendments to the
Price Submission Disciplinary
Framework, at the end of each calendar
month ICE Clear Europe will collect the
details of alleged Clearing Member
missed price submissions. Once these
details are obtained, ICE Clear Europe
will issue a Notice of Investigation
pursuant to Rule 1002 of its CDS
Clearing Rulebook to the relevant
Clearing Member setting forth the
details of the missed price submission.
ICE Clear Europe would then perform
its investigation, and within five days of
sending the Notice of Investigation,
provide the Clearing Member with a
Letter of Mindedness, which sets forth
ICE Clear Europe’s preliminary factual
conclusions and proposed cash
assessment. Thereafter, ICE Clear
Europe would provide the Clearing
Member ten days from the date of the
Letter of Mindedness to inform ICE
Clear Europe of any factual errors or
objections. After this ten-day period,
ICE Clear Europe would finalize its
findings and course of action.14
Furthermore, under the proposed
amendments ICE Clear Europe’s Price
Submission Disciplinary Framework
would provide that, if a Clearing
Member is able to demonstrate that (i)
the alleged missed price submissions
are the first instance(s) of a missed
submission with respect to a specific
instrument in that month; (ii) provide
an adequate explanation for the missed
price submissions; and (iii) offer a
remedial plan to prevent future missed
submissions, ICE Clear Europe may
determine to take no action. However, if
another missed price submission for the
same type of instrument occurs within
ninety days of the first missed price
submission then, under the proposed
amendments, the Clearing Member will
be subject to a cash assessment for both
the first and subsequent missed price
submissions. Additionally, ICE Clear
Europe’s head of clearing compliance
would have the ability to determine that
a Clearing Member should not be
subject to a cash assessment if a
Clearing Member is able to demonstrate
that an alleged missed submission
occurred due to extraordinary
circumstances outside of the Clearing
Member’s control.15 ICE Clear Europe
did not propose to amend the
established levels for cash assessments.
III. Discussion and Commission
Findings
Section 19(b)(2)(C) of the Act 16
directs the Commission to approve a
proposed rule change of a selfregulatory organization if it finds that
such proposed rule change is consistent
with the requirements of the Act and the
rules and regulations thereunder
applicable to such organization. Section
17A(b)(3)(F) 17 of the Act requires,
among other things, that the rules of a
registered clearing agency be designed
to promote the prompt and accurate
clearance and settlement of securities
transactions and, to the extent
applicable, derivative agreements,
contracts, and transactions, to assure the
safeguarding of securities and funds
which are in the custody or control of
the clearing agency or for which it is
responsible and, in general, to protect
investors and the public interest.
Section 17A(b)(3)(D) 18 of the Act
requires that the rules of a clearing
agency provide for the equitable
allocation of reasonable fees, dues, and
other charges among its participants.
Section 17A(b)(3)(G) of the Act 19
requires that the rules of a clearing
agency provide that its participants
shall be appropriately disciplined for
violation of any provision of the rules of
the clearing agency by expulsion,
suspension, limitation of activities,
functions, and operations, fines,
censure, or any other fitting sanction.
Section 17A(b)(5)(A) of the Act 20
requires, in relevant part, that in any
15 Notice,
82 FR at 22358–59.
U.S.C. 78s(b)(2)(C).
17 15 U.S.C. 78q–1(b)(3)(F).
18 15 U.S.C. 78q–1(b)(3)(D).
19 15 U.S.C. 78q–1(b)(3)(G).
20 15 U.S.C. 78q–1(b)(5)(A).
16 15
11 Id.
12 Id.
13 Id.
14 Id.
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17:53 Jun 30, 2017
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Fmt 4703
Sfmt 4703
30919
proceeding by a registered clearing
agency to determine whether a
participant should be disciplined, the
clearing agency shall bring specific
charges, notify such participant thereof,
and give him an opportunity to defend
against such charges, and keep a record.
Section 17A(b)(5)(A) further requires
that a determination by the clearing
agency to impose a disciplinary
sanction shall be supported by a
statement setting forth (i) any act or
practice in which such participant has
been found to have engaged or to have
omitted; (ii) the specific provisions of
the rules of the clearing agency which
any such practice or omission to act is
deemed to violate; and (iii) the sanction
imposed and the reasons therefore. Rule
17Ad–22(e)(3)(i) 21 requires covered
clearing agencies to establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to include risk
management policies, procedures, and
systems designed to identify, measure,
monitor, and manage the range of risks
that arise in or are borne by the covered
clearing agency, that are subject to
review on a specified periodic basis and
approved by the board of directors
annually. Rule 17Ad–22(e)(6)(vii) 22
requires a covered clearing agency to
establish, implement, maintain and
enforce written policies and procedures
reasonably designed to require a model
validation for the covered clearing
agency’s margin system and related
models to be performed not less than
annually, or more frequently as may be
contemplated by the covered clearing
agency’s risk management framework.
The Commission finds that the
proposed rule change, which amends
ICE Clear Europe’s EOD Price Discovery
Policy and Price Submission
Disciplinary Framework, is consistent
with relevant provisions of Section 17A
of the Act and the applicable provisions
of Rule 17Ad–22 thereunder.
With respect to the changes to ICE
Clear Europe’s EOD Price Discovery
Policy that amend the application of the
firm trade notional limit to be imposed
at the CP affiliate group level rather than
at the individual Clearing Member level,
the changes are intended to manage
what, in ICE Clear Europe’s view, is an
inappropriate level of risk to its Clearing
Members, while also ensuring the
integrity of the end-of-day price
submission process. ICE Clear Europe
asserts that the proposed change is
intended to apply to Clearing Members
fairly, and ICE Clear Europe has
represented that the proposed rule
21 17
22 17
E:\FR\FM\03JYN1.SGM
CFR 240.17Ad–22(e)(3)(i).
CFR 240.17Ad–22(e)(6)(vii).
03JYN1
sradovich on DSK3GMQ082PROD with NOTICES
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Federal Register / Vol. 82, No. 126 / Monday, July 3, 2017 / Notices
change recognizes common price
submission practices whereby end-ofday submissions from multiple affiliated
entities often reflect the institution’s
overall view on the value of the relevant
instrument.23 Accordingly, the
Commission finds that the proposed
amendment regarding firm trade
notional limits is designed to promote
the prompt and accurate clearance and
settlement of securities transactions,
derivatives agreements, contracts, and
transactions consistent with the
requirements of Section 17A(b)(3)(F),
and also finds that the proposed rule
change provides for the equitable
allocation of reasonable fees, dues and
other charges among its participants,
consistent with Section 17A(b)(3)(D) of
the Act.
Regarding the changes to the EOD
Price Discovery Policy that provide for
validation of models supporting the
end-of-day price discovery process and
for review of the EOD Price Discovery
Policy by the Board, the Commission
believes that the proposed changes are
consistent with Section 17A(b)(3)(F) of
the Act, Rule 17Ad–22(e)(3)(i), and Rule
17Ad–22(e)(6)(vii). By requiring an
independent validation of models used
to support the EOD Price Discovery
Policy, ICE Clear Europe will be better
able to ensure that the end-of-day
pricing models are appropriately
designed and provide reliable results in
the end-of-day pricing process.
Additionally, with the requirement that
the EOD Price Discovery Policy be
reviewed at least annually by the CDS
Risk Committee, and ICE Clear Europe
Board and separately requiring that
material changes be approved by ICE
Clear Europe’s Board, with the advice of
both the CDS and Board Risk
Committees, the proposed rule changes
will provide for more substantial
involvement in the ongoing
management of, and review of changes
to, the end-of-day pricing processes by
those responsible for ICE Clear Europe’s
risk governance. Thus, the Commission
believes that the proposed rule change
will result in more consistent oversight
and improvement of the EOD Price
Discovery Policy and the underlying
models and processes related thereto.
The Commission therefore finds that the
proposed rule change is designed to
promote the prompt and accurate
clearance and settlement of securities
transactions, derivatives agreements,
contracts, and transactions, consistent
with the requirements of Section
17A(b)(3)(F), and also is consistent with
the requirements of Rule 17Ad–
22(e)(3)(i) regarding periodic review and
23 Notice,
82 FR at 22359.
VerDate Sep<11>2014
17:53 Jun 30, 2017
Jkt 241001
annual approval by the Board, and the
requirements of Rule 17Ad–22(e)(6)(vii)
regarding model validation of models
related to the covered clearing agency’s
margin system.
The Commission also finds that the
proposed changes to ICE Clear Europe’s
Price Submission Disciplinary
Framework are consistent with the
requirements of the Act. Specifically,
the proposed changes would amend and
formalize the process in which Clearing
Members are sanctioned for failure to
comply with the price submission
process. Specifically, the proposed rule
change will set forth the process under
which ICE Clear Europe will provide
notice to Clearing Members of its
allegation(s) of their failures to meet the
price submission requirements, methods
in which the Clearing Members can
respond or object, and the sanctions that
will be imposed for failures to meet the
price submission requirements. The
Commission finds that the formalization
of this process in ICE Clear Europe’s
Price Submission Disciplinary
Framework is consistent with the
requirement of Section 17A(b)(3)(G) of
the Act that the rules of a clearing
agency provide that its participants
shall be appropriately disciplined for
violations of any provision of the
clearing agency’s rules by sanction; and
that Clearing Members will be duly
informed regarding such discipline,
consistent with Section 17A(b)(5)(A) of
the Act.
IV. Conclusion
It is therefore ordered pursuant to
Section 19(b)(2) of the Act that he
proposed rule change (SR–ICEEU–2017–
006) be, and hereby is, approved.24
For the Commission by the Division of
Trading and Markets, pursuant to delegated
authority.25
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2017–13897 Filed 6–30–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Investment Company Act Release No.
32712; 812–14783]
Nationwide Fund Advisors, et al.
June 27, 2017.
Securities and Exchange
Commission (‘‘Commission’’).
AGENCY:
24 In approving the proposed rule change, the
Commission considered the proposal’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
25 17 CFR 200.30–3(a)(12).
PO 00000
Frm 00105
Fmt 4703
Sfmt 4703
ACTION:
Notice.
Notice of an application for an order
under section 6(c) of the Investment
Company Act of 1940 (‘‘Act’’) for an
exemption from sections 2(a)(32),
5(a)(1), 22(d) and 22(e) of the Act and
rule 22c–1 under the Act, under
sections 6(c) and 17(b) of the Act for an
exemption from sections 17(a)(1) and
(a)(2) of the Act, and under section
12(d)(1)(J) of the Act for an exemption
from sections 12(d)(1)(A) and (B) of the
Act.
APPLICANTS: Nationwide Fund Advisors
(the ‘‘Adviser’’), ETF Series Solutions
(the ‘‘Trust’’), and Quasar Distributors,
LLC (the ‘‘Distributor’’).
SUMMARY OF APPLICATION: Applicants
request an order (‘‘Order’’) that permits:
(a) Actively managed series of certain
open-end management investment
companies to issue shares (‘‘Shares’’)
redeemable in large aggregations only
(‘‘Creation Units’’); (b) secondary market
transactions in Shares to occur at the
next-determined net asset value plus or
minus a market-determined premium or
discount that may vary during the
trading day; (c) certain series to pay
redemption proceeds, under certain
circumstances, more than seven days
from the tender of Shares for
redemption; (d) certain affiliated
persons of the series to deposit
securities into, and receive securities
from, the series in connection with the
purchase and redemption of Creation
Units; (e) certain registered management
investment companies and unit
investment trusts outside of the same
group of investment companies as the
series to acquire Shares; and (f) certain
series to create and redeem Shares in
kind in a master-feeder structure. The
Order would incorporate by reference
terms and conditions of a previous order
granting the same relief sought by
applicants, as that order may be
amended from time to time (‘‘Reference
Order’’).1
FILING DATE: The application was filed
on June 7, 2017.
HEARING OR NOTIFICATION OF HEARING: An
order granting the requested relief will
be issued unless the Commission orders
a hearing. Interested persons may
request a hearing by writing to the
Commission’s Secretary and serving
applicants with a copy of the request,
personally or by mail. Hearing requests
should be received by the Commission
by 5:30 p.m. on July 24, 2017, and
should be accompanied by proof of
service on applicants, in the form of an
1 Eaton Vance Management, et al., Investment
Company Act Rel. Nos. 31333 (Nov. 6, 2014)
(notice) and 31361 (Dec. 2, 2014) (order).
E:\FR\FM\03JYN1.SGM
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Agencies
[Federal Register Volume 82, Number 126 (Monday, July 3, 2017)]
[Notices]
[Pages 30918-30920]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-13897]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81031; File No. SR-ICEEU-2017-006]
Self-Regulatory Organizations; ICE Clear Europe Limited; Order
Approving Proposed Rule Changes Relating to the CDS End-of-Day Price
Discovery Policy and Price Submission Disciplinary Framework
June 27, 2017.
I. Introduction
On April 26, 2017, ICE Clear Europe Limited (``ICE Clear Europe)
filed with the Securities and Exchange Commission (``Commission''),
pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ a proposed rule change (SR-
ICEEU-2017-006) to amend ICE Clear Europe's End-of-Day Price Discovery
Policy (``EOD Price Discovery Policy'') (1) to change the calculation
of firm trade notional limits with respect to single-name credit
default swap (``CDS'') contracts; (2) to update references to ICE Clear
Europe's Clearing Risk Department, head of clearing risk, and other
relevant risk personnel, and to add references to ICE Clear Europe's
risk appetite, related risk metrics, and model validation and review
policies; and (3) to amend ICE Clear Europe's Price Submission
Disciplinary Framework with respect to the imposition of fines
associated with missed price submissions. The proposed rule change was
published for comment in the Federal Register on May 15, 2017.\3\ The
Commission received no comment letters regarding the proposed rule
change. For the reasons discussed below, the Commission is approving
the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Securities Exchange Act Release No. 34-80631 (May 9, 2017),
82 FR 22357 (May 15, 2017) (SR-ICEEU-2017-006) (``Notice'').
---------------------------------------------------------------------------
II. Description of Proposed Rule Change
ICE Clear Europe proposed changes to its EOD Price Discovery Policy
with respect to the calculation of firm trade notional limits for
single-name CDS. Under its current EOD Price Discovery Policy, ICE
Clear Europe requires CDS Clearing Members \4\ to submit end-of-day
prices with respect to instruments relating to a Clearing Member's open
interest. Based on these Clearing Member price submissions, ICE Clear
Europe calculates CDS end-of-day price levels.\5\ As a mechanism for
ensuring that Clearing Members provide high-quality submissions, ICE
Clear Europe selects a subset of CDS instruments, on random days, to be
eligible for required firm trades between Clearing Members. Where
Clearing Members are identified for the purposes of a firm trade
pursuant to ICE Clear Europe's ``cross and lock algorithm'' based on
their price submissions, ICE Clear Europe may require such Clearing
Members to enter into firm trades with each other.\6\
---------------------------------------------------------------------------
\4\ Capitalized terms used in this order, but not defined
herein, have the same meaning as in the ICE Clear Europe Clearing
Rules.
\5\ Notice, 82 FR at 22358.
\6\ Id.
---------------------------------------------------------------------------
In connection with the firm trade obligation, ICE Clear Europe has
established pre-defined maximum notional amounts for firm trades in
single-name CDS contracts (``firm trade notional limits''), which are
currently set at the Clearing Member level.\7\ ICE Clear Europe
proposed to amend the manner in which it applies the firm trade
notional limits so that such limits apply on a group level to
affiliated Clearing Members, or ``CP affiliate group'' level, rather
than at the individual Clearing Member level. A CP affiliate group
consists of all CDS Clearing Members that own, are owned, or are under
common ownership with other CDS Clearing Members.\8\
---------------------------------------------------------------------------
\7\ Id.
\8\ Id.
---------------------------------------------------------------------------
ICE Clear Europe believes that such an approach is appropriate
because an affiliate group may have multiple CDS Clearing Members,
which, in the absence of the proposed amendments, could result in a
group-wide limit being multiples of the single entity notional
limit.\9\
---------------------------------------------------------------------------
\9\ Id.
---------------------------------------------------------------------------
In addition to the changes to the firm trade notional limits, ICE
Clear Europe also proposed changes to the EOD Price Discovery Policy to
update references to ICE Clear Europe's Clearing Risk department and
Head of Clearing Risk, as well as to certain other risk personnel.\10\
---------------------------------------------------------------------------
\10\ Id.
---------------------------------------------------------------------------
Other proposed changes to the EOD Price Discovery Policy include
adding background information regarding standards relating to ICE Clear
Europe's risk appetite, and related metrics and limits. Additionally,
ICE Clear Europe proposed to amend the EOD Price Discovery Policy to
include additional procedures relating to model validation and policy
review. Under these amendments, the underlying models used to support
the EOD Price Discovery Policy will be subject to an annual independent
validation, and, pursuant to its terms of reference, the
[[Page 30919]]
ICE Clear Europe CDS Risk Committee will review the EOD Price Discovery
Policy at least annually before such Policy is submitted to the ICE
Clear Europe Board for its approval.\11\ In addition to the annual
review process, any material changes to the EOD Price Discovery Policy
require ICE Clear Europe Board approval, on the advice of the CDS Risk
Committee and Board Risk Committee, prior to implementation of such
changes.\12\ The proposed amendments also set forth various metrics to
be used by the Clearing Risk Department and Risk Oversight department,
as well as escalation and Risk Committee and Board notification
protocols related to those metrics.\13\
---------------------------------------------------------------------------
\11\ Id.
\12\ Id.
\13\ Id.
---------------------------------------------------------------------------
Beyond amendments to its EOD Price Discovery Policy, ICE Clear
Europe also proposed to amend its Price Submission Disciplinary
Framework with respect to the provisions regarding the imposition of
fines, known as fixed cash assessments, in instances where members do
not submit required prices. Under the proposed amendments to the Price
Submission Disciplinary Framework, at the end of each calendar month
ICE Clear Europe will collect the details of alleged Clearing Member
missed price submissions. Once these details are obtained, ICE Clear
Europe will issue a Notice of Investigation pursuant to Rule 1002 of
its CDS Clearing Rulebook to the relevant Clearing Member setting forth
the details of the missed price submission. ICE Clear Europe would then
perform its investigation, and within five days of sending the Notice
of Investigation, provide the Clearing Member with a Letter of
Mindedness, which sets forth ICE Clear Europe's preliminary factual
conclusions and proposed cash assessment. Thereafter, ICE Clear Europe
would provide the Clearing Member ten days from the date of the Letter
of Mindedness to inform ICE Clear Europe of any factual errors or
objections. After this ten-day period, ICE Clear Europe would finalize
its findings and course of action.\14\
---------------------------------------------------------------------------
\14\ Id.
---------------------------------------------------------------------------
Furthermore, under the proposed amendments ICE Clear Europe's Price
Submission Disciplinary Framework would provide that, if a Clearing
Member is able to demonstrate that (i) the alleged missed price
submissions are the first instance(s) of a missed submission with
respect to a specific instrument in that month; (ii) provide an
adequate explanation for the missed price submissions; and (iii) offer
a remedial plan to prevent future missed submissions, ICE Clear Europe
may determine to take no action. However, if another missed price
submission for the same type of instrument occurs within ninety days of
the first missed price submission then, under the proposed amendments,
the Clearing Member will be subject to a cash assessment for both the
first and subsequent missed price submissions. Additionally, ICE Clear
Europe's head of clearing compliance would have the ability to
determine that a Clearing Member should not be subject to a cash
assessment if a Clearing Member is able to demonstrate that an alleged
missed submission occurred due to extraordinary circumstances outside
of the Clearing Member's control.\15\ ICE Clear Europe did not propose
to amend the established levels for cash assessments.
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\15\ Notice, 82 FR at 22358-59.
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III. Discussion and Commission Findings
Section 19(b)(2)(C) of the Act \16\ directs the Commission to
approve a proposed rule change of a self-regulatory organization if it
finds that such proposed rule change is consistent with the
requirements of the Act and the rules and regulations thereunder
applicable to such organization. Section 17A(b)(3)(F) \17\ of the Act
requires, among other things, that the rules of a registered clearing
agency be designed to promote the prompt and accurate clearance and
settlement of securities transactions and, to the extent applicable,
derivative agreements, contracts, and transactions, to assure the
safeguarding of securities and funds which are in the custody or
control of the clearing agency or for which it is responsible and, in
general, to protect investors and the public interest. Section
17A(b)(3)(D) \18\ of the Act requires that the rules of a clearing
agency provide for the equitable allocation of reasonable fees, dues,
and other charges among its participants. Section 17A(b)(3)(G) of the
Act \19\ requires that the rules of a clearing agency provide that its
participants shall be appropriately disciplined for violation of any
provision of the rules of the clearing agency by expulsion, suspension,
limitation of activities, functions, and operations, fines, censure, or
any other fitting sanction. Section 17A(b)(5)(A) of the Act \20\
requires, in relevant part, that in any proceeding by a registered
clearing agency to determine whether a participant should be
disciplined, the clearing agency shall bring specific charges, notify
such participant thereof, and give him an opportunity to defend against
such charges, and keep a record. Section 17A(b)(5)(A) further requires
that a determination by the clearing agency to impose a disciplinary
sanction shall be supported by a statement setting forth (i) any act or
practice in which such participant has been found to have engaged or to
have omitted; (ii) the specific provisions of the rules of the clearing
agency which any such practice or omission to act is deemed to violate;
and (iii) the sanction imposed and the reasons therefore. Rule 17Ad-
22(e)(3)(i) \21\ requires covered clearing agencies to establish,
implement, maintain and enforce written policies and procedures
reasonably designed to include risk management policies, procedures,
and systems designed to identify, measure, monitor, and manage the
range of risks that arise in or are borne by the covered clearing
agency, that are subject to review on a specified periodic basis and
approved by the board of directors annually. Rule 17Ad-22(e)(6)(vii)
\22\ requires a covered clearing agency to establish, implement,
maintain and enforce written policies and procedures reasonably
designed to require a model validation for the covered clearing
agency's margin system and related models to be performed not less than
annually, or more frequently as may be contemplated by the covered
clearing agency's risk management framework.
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\16\ 15 U.S.C. 78s(b)(2)(C).
\17\ 15 U.S.C. 78q-1(b)(3)(F).
\18\ 15 U.S.C. 78q-1(b)(3)(D).
\19\ 15 U.S.C. 78q-1(b)(3)(G).
\20\ 15 U.S.C. 78q-1(b)(5)(A).
\21\ 17 CFR 240.17Ad-22(e)(3)(i).
\22\ 17 CFR 240.17Ad-22(e)(6)(vii).
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The Commission finds that the proposed rule change, which amends
ICE Clear Europe's EOD Price Discovery Policy and Price Submission
Disciplinary Framework, is consistent with relevant provisions of
Section 17A of the Act and the applicable provisions of Rule 17Ad-22
thereunder.
With respect to the changes to ICE Clear Europe's EOD Price
Discovery Policy that amend the application of the firm trade notional
limit to be imposed at the CP affiliate group level rather than at the
individual Clearing Member level, the changes are intended to manage
what, in ICE Clear Europe's view, is an inappropriate level of risk to
its Clearing Members, while also ensuring the integrity of the end-of-
day price submission process. ICE Clear Europe asserts that the
proposed change is intended to apply to Clearing Members fairly, and
ICE Clear Europe has represented that the proposed rule
[[Page 30920]]
change recognizes common price submission practices whereby end-of-day
submissions from multiple affiliated entities often reflect the
institution's overall view on the value of the relevant instrument.\23\
Accordingly, the Commission finds that the proposed amendment regarding
firm trade notional limits is designed to promote the prompt and
accurate clearance and settlement of securities transactions,
derivatives agreements, contracts, and transactions consistent with the
requirements of Section 17A(b)(3)(F), and also finds that the proposed
rule change provides for the equitable allocation of reasonable fees,
dues and other charges among its participants, consistent with Section
17A(b)(3)(D) of the Act.
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\23\ Notice, 82 FR at 22359.
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Regarding the changes to the EOD Price Discovery Policy that
provide for validation of models supporting the end-of-day price
discovery process and for review of the EOD Price Discovery Policy by
the Board, the Commission believes that the proposed changes are
consistent with Section 17A(b)(3)(F) of the Act, Rule 17Ad-22(e)(3)(i),
and Rule 17Ad-22(e)(6)(vii). By requiring an independent validation of
models used to support the EOD Price Discovery Policy, ICE Clear Europe
will be better able to ensure that the end-of-day pricing models are
appropriately designed and provide reliable results in the end-of-day
pricing process. Additionally, with the requirement that the EOD Price
Discovery Policy be reviewed at least annually by the CDS Risk
Committee, and ICE Clear Europe Board and separately requiring that
material changes be approved by ICE Clear Europe's Board, with the
advice of both the CDS and Board Risk Committees, the proposed rule
changes will provide for more substantial involvement in the ongoing
management of, and review of changes to, the end-of-day pricing
processes by those responsible for ICE Clear Europe's risk governance.
Thus, the Commission believes that the proposed rule change will result
in more consistent oversight and improvement of the EOD Price Discovery
Policy and the underlying models and processes related thereto. The
Commission therefore finds that the proposed rule change is designed to
promote the prompt and accurate clearance and settlement of securities
transactions, derivatives agreements, contracts, and transactions,
consistent with the requirements of Section 17A(b)(3)(F), and also is
consistent with the requirements of Rule 17Ad-22(e)(3)(i) regarding
periodic review and annual approval by the Board, and the requirements
of Rule 17Ad-22(e)(6)(vii) regarding model validation of models related
to the covered clearing agency's margin system.
The Commission also finds that the proposed changes to ICE Clear
Europe's Price Submission Disciplinary Framework are consistent with
the requirements of the Act. Specifically, the proposed changes would
amend and formalize the process in which Clearing Members are
sanctioned for failure to comply with the price submission process.
Specifically, the proposed rule change will set forth the process under
which ICE Clear Europe will provide notice to Clearing Members of its
allegation(s) of their failures to meet the price submission
requirements, methods in which the Clearing Members can respond or
object, and the sanctions that will be imposed for failures to meet the
price submission requirements. The Commission finds that the
formalization of this process in ICE Clear Europe's Price Submission
Disciplinary Framework is consistent with the requirement of Section
17A(b)(3)(G) of the Act that the rules of a clearing agency provide
that its participants shall be appropriately disciplined for violations
of any provision of the clearing agency's rules by sanction; and that
Clearing Members will be duly informed regarding such discipline,
consistent with Section 17A(b)(5)(A) of the Act.
IV. Conclusion
It is therefore ordered pursuant to Section 19(b)(2) of the Act
that he proposed rule change (SR-ICEEU-2017-006) be, and hereby is,
approved.\24\
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\24\ In approving the proposed rule change, the Commission
considered the proposal's impact on efficiency, competition, and
capital formation. 15 U.S.C. 78c(f).
For the Commission by the Division of Trading and Markets,
pursuant to delegated authority.\25\
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\25\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2017-13897 Filed 6-30-17; 8:45 am]
BILLING CODE 8011-01-P