Self-Regulatory Organizations; Nasdaq ISE, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change To Establish Ports and Gateways That Members Use To Connect to the Exchange, 32409-32413 [2017-14664]
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Federal Register / Vol. 82, No. 133 / Thursday, July 13, 2017 / Notices
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 DTC 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–DTC–
2017–011 and should be submitted on
or before August 3, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.25
Eduardo A. Aleman,
Assistant Secretary.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81095; File No. SR–ISE–
2017–62]
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Self-Regulatory Organizations; Nasdaq
ISE, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Establish Ports and
Gateways That Members Use To
Connect to the Exchange
July 7, 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 June 23,
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
17:41 Jul 12, 2017
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
1. Purpose
The purpose of the proposed rule
change is to: (1) Establish ports and
gateways that members use to connect
to the Exchange with the migration of
the Exchange’s trading system to the
Nasdaq INET architecture,3 and (2)
amend the Schedule of Fees to adopt
fees for those ports and gateways. In
particular, the Exchange proposes to
establish and adopt fees for the
following connectivity options that are
available in connection with the replatform of the Exchange’s trading
system: Specialized Quote Feed
(‘‘SQF’’), SQF Purge, Dedicated SQF
3 See Securities Exchange Act Release No. 80432
(April 11, 2017), 82 FR 18191 (April 17, 2017) (SR–
ISE–2017–03).
1 15
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to: (1)
Establish ports and gateways that
members use to connect to the Exchange
with the migration of the Exchange’s
trading system to the Nasdaq INET
architecture, and (2) amend the
Schedule of Fees to adopt fees for those
ports and gateways.
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.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and the
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2017–14665 Filed 7–12–17; 8:45 am]
25 17
2017, Nasdaq ISE, LLC (‘‘ISE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the Exchange. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
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Host, Ouch to Trade Options (‘‘OTTO’’),
Clearing Trade Interface (‘‘CTI’’),
Financial Information eXchange
(‘‘FIX’’), FIX Drop, Disaster Recovery,
and Market Data. These port and
gateway options, which are described in
more detail below, are the same as those
currently used to connect to the
Exchange’s affiliates, including Nasdaq
GEMX, LLC (‘‘GEMX’’), Nasdaq Phlx
LLC (‘‘Phlx’’), The Nasdaq Options
Market LLC (‘‘NOM’’), and Nasdaq BX
(‘‘BX’’).4
1. Specialized Quote Feed Port.
SQF is an interface that allows market
makers to connect and send quotes,
sweeps and auction responses into the
Exchange. Data includes the following:
(1) Options Auction Notifications (e.g.,
opening imbalance, Flash, PIM,
Solicitation and Facilitation or other
information); (2) Options Symbol
Directory Messages; (3) System Event
Messages (e.g., start of messages, start of
system hours, start of quoting, start of
opening); (4) Option Trading Action
Messages (e.g., halts, resumes); (5)
Execution Messages; (6) Quote Messages
(quote/sweep messages, risk protection
triggers or purge notifications).
2. SQF Purge Port.
SQF Purge is a specific port for the
SQF interface that only receives and
notifies of purge requests from the
market maker. Dedicated SQF Purge
Ports enable market makers to
seamlessly manage their ability to
remove their quotes in a swift manner.
3. Dedicated SQF Host.
The Exchange will also offer
dedicated gateways to facilitate member
access to the Exchange. A Dedicated
SQF Host is an optional offering
available to Market Makers 5—i.e.,
Primary Market Makers (‘‘PMMs’’) and
Competitive Market Makers
(‘‘CMMs’’)—only for their SQF Port &
SQF Purge Port connectivity. A
Dedicated SQF Host provides the PMM
or CMM with assurance that their SQF
Port and SQF Purge Port connection to
the Exchange resides on a host that is
not shared with other PMMs and CMMs.
4. Ouch to Trade Options Port.
OTTO is an interface that allows
market participants to connect and send
orders, auction orders and auction
responses into the Exchange. Data
includes the following: (1) Options
Auction Notifications (e.g., Flash, PIM,
4 See GEMX Schedule of Fees, IV. Access
Services, Port Fees, 4. Ports; Phlx Pricing Schedule,
VII. Other Member Fees, B. Port Fees; NOM Rules,
Chapter XV Options Pricing, Sec. 3 NOM—Ports
and other Services; BX Rules, Chapter XV Options
Pricing, Sec. 3 BX—Ports and other Services.
5 The term ‘‘Market Makers’’ refers to
‘‘Competitive Market Makers’’ and ‘‘Primary Market
Makers’’ collectively. See ISE Rule 100(a)(25).
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Solicitation and Facilitation or other
information); (2) Options Symbol
Directory Messages; (3) System Event
Messages (e.g., start of messages, start of
system hours, start of quoting, start of
opening); (5) Option Trading Action
Messages (e.g., halts, resumes); (6)
Execution Messages; (7) Order Messages
(order messages, risk protection triggers
or purge notifications).
5. Clearing Trade Interface Port.
CTI is a real-time clearing trade
update message that is sent to a member
after an execution has occurred and
contains trade details. The message
containing the trade details is also
simultaneously sent to The Options
Clearing Corporation. The information
includes, among other things, the
following: (i) The Clearing Member
Trade Agreement or ‘‘CMTA’’ or The
Options Clearing Corporation or ‘‘OCC’’
number; (ii) Exchange badge or house
number; (iii) the Exchange internal firm
identifier; and (iv) an indicator which
will distinguish electronic and nonelectronically delivered orders; (v)
liquidity indicators and transaction type
for billing purposes; (vi) capacity.
6. Financial Information eXchange
Port.
FIX is an interface that allows market
participants to connect and send orders
and auction orders into the Exchange.
Data includes the following: (1) Options
Symbol Directory Messages; (2) System
Event Messages (e.g., start of messages,
start of system hours, start of quoting,
start of opening); (3) Option Trading
Action Messages (e.g., halts, resumes);
(4) Execution Messages; (5) Order
Messages (order messages, risk
protection triggers or purge
notifications).
7. FIX Drop Port.
FIX Drop is a real-time order and
execution update message that is sent to
a member after an order been received/
modified or an execution has occurred
and contains trade details. The
information includes, among other
things, the following: (1) Executions; (2)
cancellations; (3) modifications to an
existing order (4) busts or post-trade
corrections.
8. Disaster Recovery Port.
Disaster Recovery ports provide
connectivity to the exchange’s disaster
recovery data center in Chicago to be
utilized in the event the exchange has
to fail over during the trading day. DR
Ports are available for SQF, SQF Purge,
Dedicated SQF, CTI, OTTO, FIX and
FIX Drop.
9. Market Data Port.
Market Data ports provide
connectivity to the Exchange’s
proprietary market data feeds, including
the Nasdaq ISE Real-time Depth of
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Market Raw Data Feed (‘‘Depth of
Market Feed’’),6 the Nasdaq ISE Order
Feed (‘‘Order Feed’’),7 the Nasdaq ISE
Top Quote Feed (‘‘Top Quote Feed’’),8
the Nasdaq ISE Trades Feed (‘‘Trades
Feed’’),9 and the Nasdaq ISE Spread
Feed (‘‘Spread Feed’’).10 Each of the
feeds described above, with the
exception of the Trades Feed, have
previously been established as market
data offerings of the Exchange,11 and
market participants are charged for
subscriptions to these products.12 The
6 The Depth Feed, provides aggregate quotes and
orders at the top five price levels on the Exchange,
and provides subscribers with a consolidated view
of tradable prices beyond the BBO, showing
additional liquidity and enhancing transparency for
ISE traded options. The data provided for each
instrument includes the symbols (series and
underlying security), put or call indicator,
expiration date, the strike price of the series, and
trading status. In addition, subscribers are provided
with total quantity, customer quantity (if present),
price, and side (i.e., bid/ask). This information is
provided for each of the five indicated price levels
on the Depth Feed. The feed also provides
participants of imbalances on opening/reopening.
7 The Order Feed provides information on new
orders resting on the book. In addition, the feed also
announces auctions. The data provided for each
instrument includes the symbols (series and
underlying security), put or call indicator,
expiration date, the strike price of the series, and
trading status. The feed also provides participants
of imbalances on opening/reopening.
8 The Top Quote Feed calculates and
disseminates its best bid and offer position, with
aggregated size (Total & Customer), based on
displayable order and quote interest in the options
market system. The feed also provides last trade
information along with opening price, cumulative
volume, high and low prices for the day. The data
provided for each instrument includes the symbols
(series and underlying security), put or call
indicator, expiration date, the strike price of the
series, and trading status.
9 The Trades Feed displays last trade information
along with opening price, cumulative volume, high
and low prices for the day. The data provided for
each instrument includes the symbols (series and
underlying security), put or call indicator,
expiration date, the strike price of the series, and
trading status.
10 The Spread Feed is a real-time feed that
consists of options quotes and orders for all
complex orders (i.e., spreads, buy-writes, delta
neutral strategies, etc.) aggregated at the top price
level on both the bid and offer side of the market
as well as all aggregated quotes and orders for
complex orders at the top five price levels on both
the bid and offer side of the market. In addition, the
Spread Feed provides real-time updates every time
a new complex limit order that is not immediately
executable at the BBO is placed on the ISE complex
order book. The Spread Feed shows bid/ask quote
size for Customer and Professional Customer option
orders for ISE traded options.
11 See Securities Exchange Act Release Nos.
59949 (May 20, 2009), 74 FR 25593 (May 20, 2009)
(SR–ISE–2007–97) (Depth Feed); 62117 (May 18,
2010), 75 FR 29381 (May 25, 2010) (SR–ISE–2010–
34) (Order Feed); 65000 (August 1, 2011), 76 FR
47627 (August 5, 2011) (SR–ISE–2011–44) (Top
Quote Feed and Spread Feed); 65295 (September 8,
2011). The other market data products in the
Schedule of Fees are not subject to Market Data Port
Fees.
12 See Schedule of Fees, Section VIII, Market
Data.
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Trades Feed is a free market data
product provided to subscribers of at
least one of the fee liable market data
products described above. In connection
with the adoption of Market Data ports
described above, the Exchange further
proposes to establish the Trades Feed.
Market Data ports are available via
multicast, TCP, or as an intra-day
snapshot, except that the intra-day
snapshot option is available solely for
the Depth of Market Feed, Top Quote
Feed, and Spread Feed.
10. Fees.
Currently, the Exchange charges
Market Makers an application
programming interface (‘‘API’’) fee for
connecting to the Exchange. Each
Market Maker session enabled for
quoting, order entry, and listening is
billed at a rate of $1,000 per month, and
allows the Market Maker to submit an
average of up to 1.5 million quotes per
day.13 Market Makers must pay for a
minimum of two of these sessions, and
incremental usage above 1.5 million
quotes per day results in the Market
Maker being charged for an additional
session. Market Makers that achieve
Market Maker Plus 14 in 200 or more
symbols (other than SPY) have their API
fees capped at 200 quoting sessions per
month. Market Makers that achieve
Market Maker Plus in SPY receive credit
for five quoting sessions. Market Makers
that quote in all FX option products 15
do not have their FX option quotes
counted towards the 1.5 million quote
threshold, and receive additional credit
for twelve quoting sessions. All credited
sessions are applied after the 200 API
session cap. Each Market Maker API
session that is enabled for order entry
and listening is billed at a rate of $750
per month, and each Market Maker API
session that is enabled for listening only
13 Quoting sessions also support order entry and
listening. The Exchange separately offers Market
Maker API sessions for listening only ($175 per
month per API), and order entry and listening ($750
per month per API).
14 A Market Maker Plus is a Market Maker who
is on the National Best Bid or National Best Offer
a specified percentage of the time for series trading
between $0.03 and $3.00 (for options whose
underlying stock’s previous trading day’s last sale
price was less than or equal to $100) and between
$0.10 and $3.00 (for options whose underlying
stock’s previous trading day’s last sale price was
greater than $100) in premium in each of the front
two expiration months. The specified percentage is
at least 80% but lower than 85% of the time for Tier
1, at least 85% but lower than 95% of the time for
Tier 2, and at least 95% of the time for Tier 3. A
Market Maker’s single best and single worst quoting
days each month based on the front two expiration
months, on a per symbol basis, will be excluded in
calculating whether a Market Maker qualifies for
Market Maker Plus, if doing so will qualify a Market
Maker for Market Maker Plus.
15 The complete set of FX option products offered
is: NZD, PZO, SKA, BRB, AUX, BPX, CDD, EUI,
YUK, SFC, AUM, GBP, EUU, and NDO.
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is billed at a rate of $175 per month.16
In addition, the Exchange charges
Electronic Access Members (‘‘EAMs’’)
that connect to the Exchange via API a
session fee of $250 per month each for
the first five sessions and $100 per
month each additional session for
connectivity to both ISE and the
Exchange’s affiliate, GEMX. And the
Exchange charges EAMs that connect to
the Exchange via FIX a session fee of
$250 per month each for the first two
sessions and $50 per month for each
additional session for connectivity to
both ISE and GEMX. Finally, the
Exchange charges gateway fees that are
$750 per gateway per month for shared
gateways and $2,250 per gateway pair
per month for dedicated gateways, in
each case for connectivity to both ISE
and GEMX.
With the re-platform of the
Exchange’s trading system, the
Exchange will now be offering a new set
of ports and gateways for connecting to
the Exchange as described in more
detail above. The Exchange therefore
proposes to adopt fees for these
connectivity options, which will
initially be $0 per port per month.17 The
Exchange believes that it is appropriate
to provide these connectivity options
without charge during this initial
migration period to avoid double
charging members that are connected to
both the current T7 trading system and
the new INET trading system. In
addition, adding these fees to the
Schedule of Fees now will alert
members to the fact that they will not
be charged for access through these new
connectivity options at this time. The
current API/FIX session and gateway
fees will remain in place as members are
still using these connectivity options to
connect to the Exchange during the
migration of the Exchange’s trading
system to INET.18 The Exchange also
proposes to add the Trades Feed to the
Schedule of Fees at a price of $0 per
month. As explained earlier in the
filing, the Trades Feed is a free offering
of the Exchange; however, the Exchange
believes that it would be beneficial to
note this fee product in the Schedule of
Fees.
2. Statutory Basis
The Exchange believes that the
proposed rule change is consistent with
Section 6(b) of the Securities Exchange
16 A listener may engage in any activity except
submit orders and quote, alter orders and cancel
orders.
17 Fees apply only to connectivity to the ISE INET
trading system.
18 The Exchange will eliminate current API/FIX
session fees at a later date when those connectivity
options are no longer available to members.
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Act of 1934 (the ‘‘Act’’),19 in general,
and furthers the objectives of Section
6(b)(5) of the Act,20 in particular, in that
it is designed to promote just and
equitable principles of trade, to remove
impediments to and perfect the
mechanism for a free and open market
and a national market system, and, in
general, to protect investors and the
public interest. In addition, the
Exchange believes that the proposed
fees being adopted for INET ports and
gateways, as well as the fees for the
Trades Feed, are consistent with the
provisions of Section 6 of the Act,21 in
general, and Section 6(b)(4) of the Act,22
in particular, in that they are designed
to provide for the equitable allocation of
reasonable dues, fees, and other charges
among its members and other persons
using its facilities.
The Exchange believes that the
proposed rule change is consistent with
the protection of investors and the
public interest as it establishes ports
and gateways used to connect to the ISE
INET trading system. The Exchange’s
offerings are changing with the replatform as the ports and gateways used
by INET differ from those used to
connect to the T7 trading system.
Market participants that connect to the
INET trading system may use the
following connectivity options
mentioned above: SQF, SQF Purge,
Dedicated SQF Hosts, OTTO, CTI, FIX,
FIX Drop, Disaster Recovery, and
Market Data. With the exception of
Dedicated SQF Hosts, these connectivity
options are the same as those currently
used by the Exchange’s affiliates, and
therefore offer a familiar experience for
market participants. The ports and
gateways described in this filing provide
a range of important features to market
participants, including the ability to
submit orders and quotes, receive
market data, and perform other
functions necessary to manage trading
on the Exchange. The Exchange believes
that filing to establish these port and
gateway options will increase
transparency to market participants
regarding connectivity options provided
by the Exchange.
With respect to Dedicated SQF Hosts,
the Exchange notes that this offering is
meant to be similar to a current offering
of the ISE, which currently offers both
shared gateways and dedicated
gateways for members that desire their
own dedicated gateways as a risk
management alternative. Adding this
new offering on the Exchange will allow
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19 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
21 15 U.S.C. 78f.
22 15 U.S.C. 78f(b)(4).
20 15
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32411
members that currently use dedicated
gateways on the Exchange’s T7 trading
system to continue to use a similar
connectivity option with the migration
to INET. The Exchange believes that
market makers are the participants that
are likely to benefit from dedicated
gateways, and is therefore only offering
dedicated gateways for the SQF
interface. The Exchange does not
believe that it is unfairly discriminatory
to offer dedicated gateways only for SQF
ports, which are only available to
market makers. Other exchanges also
have gateways that are restricted to
market makers. The New York Stock
Exchange, for example, offers DMM
Gateways that are only available to their
Designated Market Makers.23 Currently,
on the Exchange’s T7 trading system, all
of the market participants that use the
dedicated gateway offering are market
makers.24 Dedicated SQF is designed to
provide a more deterministic experience
for ISE market makers when quoting on
the Exchange by allowing them to better
load balance their trading sessions, but
does not provide any latency benefit
when compared to using the shared
gateways, which are built on identical
hardware to the dedicated gateways.
Market makers provide liquidity on the
Exchange and have continuous quoting
obligations 25 to the market that require
the ability to quickly and efficiently
interact with their quotes and orders.
The Exchange therefore believes that
these participants are likely to benefit
from the load balancing provided by the
dedicated gateways, which will aid
market makers in their obligations to
maintain tight markets—a benefit that
ultimately accrues to the benefit of all
market participants that trade on the
Exchange. Based on the Exchange’s
experience with the T7 dedicated
gateway offering, the Exchange does not
believe that market participants using
other protocols discussed in this filing
are likely to use dedicated gateways,
and the Exchange is therefore not
offering such dedicated gateways for
any of the other ports. Building a
dedicated gateway offering for the other
ports would require an additional
technology investment. Since the only
interest in such technology to date has
23 See Securities Exchange Act Release No. 79748
(January 6, 2017), 82 FR 3828 (January 12, 2017)
(SR–NYSE–2016–93).
24 While some market makers have used the
dedicated gateways for order entry sessions, the
Exchange believes that the primary use of these
dedicated gateways is for the firms’ market making
function. The Exchange has widely announced and
talked to members about its plans to offer dedicated
gateways for SQF, and no firms have requested that
the Exchange provide dedicated gateways for the
other ports.
25 See ISE Rule 804(e).
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been from the market making
community, the Exchange has
determined not to build technology that
it believes other members are not likely
to use.
The Exchange also believes that it is
consistent with the protection of
investors and public interest to establish
the Trades Feed as this feed, which is
currently provided free of charge,
provides valuable trade information to
subscribers. The Trades Feed designed
to promote just and equitable principles
of trade by providing all subscribers
with data that should enable them to
make informed decisions on trading in
ISE options by using the data to assess
current market conditions that directly
affect such decisions. The market data
provided by this feed removes
impediments to, and is designed to
further perfect, the mechanisms of a free
and open market and a national market
system by making the ISE market more
transparent and accessible to market
participants making routing decisions
concerning their options orders.
Furthermore, the Exchange believes that
it is reasonable, equitable, and not
unfairly discriminatory to add the
Trades Feed to the Schedule of Fees at
a cost of $0 per month to alert members
to the availability of this market data
product. The Exchange notes that the
Trades Feed is a current offering that the
Exchange is adding to its Schedule of
Fees at this time to increase
transparency to members.
Finally, the Exchange believes that it
is reasonable and equitable to adopt fees
for the various ports and gateways used
to connect to the Exchange’s new INET
trading system. As explained above, the
ports and gateways that will be used to
connect to the INET trading system are
generally the same as those currently
used by the Exchange’s affiliates, and in
the case of Dedicated SQF Hosts,
mirrors a current offering of the
Exchange. The Exchange has
determined to offer these connectivity
options free of cost for the time being in
order to aid in the migration of the
Exchange’s trading system to INET
technology. Adding these fees to the
Schedule of Fees will clarify to
members that they will not have to pay
for access to both T7 and INET trading
systems. The Exchange also does not
believe that the proposed fee change is
unfairly discriminatory as each of the
proposed port and gateway fees are
initially proposed to be free of charge
for all members.
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B. Self-Regulatory Organization’s
Statement on Burden on Competition
In accordance with Section 6(b)(8) of
the Act,26 the Exchange does not believe
that the proposed rule change will
impose any burden on intermarket or
intramarket competition that is not
necessary or appropriate in furtherance
of the purposes of the Act. As explained
above, the Exchange is establishing the
ports and gateways used to connect to
the ISE INET trading system. In
addition, the Exchange is adopting fees
for access to these connectivity options,
which will be offered initially free of
cost to aid in the migration of the
Exchange’s trading system to Nasdaq
INET technology. The Exchange does
not believe that establishing these ports
and gateways, or providing them to
members free of charge, will have any
competitive impact. Similarly, the
exchange does not believe that
establishing the Trades Feed, which is
also a free offering and is being added
to the Schedule of Fees, will have any
competitive impact.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were either
solicited or received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days from the date on
which it was filed, or such shorter time
as the Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A)(iii) of the Act 27 and
subparagraph (f)(6) of Rule 19b–4
thereunder.28
In its filing, ISE requested that the
Commission waive the 30-day operative
delay in order to enable the Exchange to
establish ports and gateways for
members to connect to the Exchange’s
INET trading system and access a
related market data offering. The
Commission believes that such waiver is
consistent with the protection of
U.S.C. 78f(b)(8).
U.S.C. 78s(b)(3)(A)(iii).
28 17 CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6) requires a self-regulatory organization to give
the Commission written notice of its intent to file
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. The Exchange has satisfied this
requirement.
PO 00000
26 15
27 15
Frm 00097
Fmt 4703
Sfmt 4703
investors and the public interest. ISE
notes that members have received
numerous communications indicating
the availability of ISE INET ports and
gateways and will be using these
connectivity options as soon as symbols
migrate to the INET architecture.
Similarly, members have been made
aware of the availability of the Trades
Feed. To avoid disrupting member
usage of ISE’s connectivity and data
options, the Commission designates the
proposed rule change to be operative
upon filing.29
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is: (i) Necessary or appropriate in
the public interest; (ii) for the protection
of investors; or (iii) otherwise in
furtherance of the purposes of the Act.
If the Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
ISE–2017–62 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–ISE–2017–62. 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
29 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).
E:\FR\FM\13JYN1.SGM
13JYN1
Federal Register / Vol. 82, No. 133 / Thursday, July 13, 2017 / Notices
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–ISE–
2017–62, and should be submitted on or
before August 3, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.30
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–14664 Filed 7–12–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81102; File No. SR–NYSE–
2017–31]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Notice of
Filing of Proposed Rule Change To
Amend the Listed Company Manual To
Adopt Initial and Continued Listing
Standards for Subscription Receipts
sradovich on DSK3GMQ082PROD with NOTICES
July 7, 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 on June, 26, 2017,
New York Stock Exchange LLC
(‘‘NYSE’’ or the ‘‘Exchange’’) filed with
the Securities and Exchange
Commission (‘‘SEC’’ or ‘‘Commission’’)
the proposed rule change as described
in Items I, II, and III below, which Items
have been prepared by the Exchange.
The Commission is publishing this
notice to solicit comments on the
proposed rule change from interested
persons.
30 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
17:41 Jul 12, 2017
Jkt 241001
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend the
Listed Company Manual (the ‘‘Manual’’)
to adopt initial and continued listing
standards for subscription receipts. 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
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
1. Purpose
The Exchange proposes to adopt
initial and continued listing standards
for the listing of subscription receipts
(‘‘Subscription Receipts’’).
Subscription Receipts are a financing
technique that has been used for many
years by Canadian public companies.
Typically, Canadian companies use
Subscription Receipts as a means of
providing cash consideration in merger
or acquisition transactions. Subscription
Receipts are sold in a public offering
that occurs after the execution of an
acquisition agreement. The proceeds of
the Subscription Receipt offering are
held in a custody account and, if the
related acquisition closes, the
Subscription Receipt holders receive a
specified number of shares of the issuer.
If the acquisition does not close, then
the Subscription Receipts are redeemed
for their original purchase price plus
any interest accrued on the custody
account. The benefit of Subscription
Receipts to the issuer is that they
provide a contingent form of financing
that only becomes permanent if the
acquisition is completed. By contrast, a
company financing the cash
consideration for an acquisition by
means of a traditional equity or debt
offering is at risk of having incurred
unnecessary dilution of its shareholders
PO 00000
Frm 00098
Fmt 4703
Sfmt 4703
32413
or indebtedness if the related
acquisition fails to close. Subscription
Receipts provide investors with
flexibility to elect to invest in the postmerger company and not in the
company in its pre-merger form.
A number of Canadian issuers whose
common stock is listed on the Exchange
have approached the Exchange in recent
years about the possibility of duallylisting on the Exchange Subscription
Receipts that they planned to list in
Canada. More recently, market
participants have also inquired about
the possibility of the use of Subscription
Receipts as a fundraising alternative for
U.S. domestic issuers. As a result of this
interest, the Exchange is now proposing
to adopt proposed Section 102.08 of the
Manual as a listing standard for
Subscription Receipts.
The Exchange will list Subscription
Receipts pursuant to proposed Section
102.08 only if they meet the following
requirements:
(a) The issuer must be an NYSE listed
company that is not currently noncompliant with any applicable
continued listing standard.
(b) The proceeds of the Subscription
Receipts offering are designated solely
for use in connection with the
consummation of a specified acquisition
that is the subject of a binding
acquisition agreement (the ‘‘Specified
Acquisition’’).
(c) The proceeds of the Subscription
Receipts offering will be held in an
interest-bearing custody account by an
independent custodian.
(d) The Subscription Receipts will
promptly be redeemed for cash (i) at any
time the Specified Acquisition is
terminated, or (ii) if the Specified
Acquisition does not close within
twelve months from the date of issuance
of the Subscription Receipts, or such
earlier time as is specified in the
operative agreements. If the
Subscription Receipts are redeemed, the
holders will receive cash payments
equal to their proportion share of the
funds in the custody account, including
any interest earned on those funds.
(e) If the Specified Acquisition is
consummated, the holders of the
Subscription Receipts will receive the
shares of common stock for which their
Subscription Receipts are exchangeable.
(f) At the time of initial listing, the
Subscription Receipts must have a price
per share of at least $4.00, a minimum
total market value of publicly-held
shares of $100 million, 1,100,000
E:\FR\FM\13JYN1.SGM
13JYN1
Agencies
[Federal Register Volume 82, Number 133 (Thursday, July 13, 2017)]
[Notices]
[Pages 32409-32413]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-14664]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81095; File No. SR-ISE-2017-62]
Self-Regulatory Organizations; Nasdaq ISE, LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change To Establish Ports
and Gateways That Members Use To Connect to the Exchange
July 7, 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 June 23, 2017, Nasdaq ISE, LLC (``ISE'' or ``Exchange'') filed with
the Securities and Exchange Commission (``SEC'' or ``Commission'') the
proposed rule change as described in Items I and II below, which Items
have been prepared by the Exchange. The Commission is publishing this
notice to solicit comments on the proposed rule change from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to: (1) Establish ports and gateways that
members use to connect to the Exchange with the migration of the
Exchange's trading system to the Nasdaq INET architecture, and (2)
amend the Schedule of Fees to adopt fees for those ports and gateways.
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: (1) Establish ports
and gateways that members use to connect to the Exchange with the
migration of the Exchange's trading system to the Nasdaq INET
architecture,\3\ and (2) amend the Schedule of Fees to adopt fees for
those ports and gateways. In particular, the Exchange proposes to
establish and adopt fees for the following connectivity options that
are available in connection with the re-platform of the Exchange's
trading system: Specialized Quote Feed (``SQF''), SQF Purge, Dedicated
SQF Host, Ouch to Trade Options (``OTTO''), Clearing Trade Interface
(``CTI''), Financial Information eXchange (``FIX''), FIX Drop, Disaster
Recovery, and Market Data. These port and gateway options, which are
described in more detail below, are the same as those currently used to
connect to the Exchange's affiliates, including Nasdaq GEMX, LLC
(``GEMX''), Nasdaq Phlx LLC (``Phlx''), The Nasdaq Options Market LLC
(``NOM''), and Nasdaq BX (``BX'').\4\
---------------------------------------------------------------------------
\3\ See Securities Exchange Act Release No. 80432 (April 11,
2017), 82 FR 18191 (April 17, 2017) (SR-ISE-2017-03).
\4\ See GEMX Schedule of Fees, IV. Access Services, Port Fees,
4. Ports; Phlx Pricing Schedule, VII. Other Member Fees, B. Port
Fees; NOM Rules, Chapter XV Options Pricing, Sec. 3 NOM--Ports and
other Services; BX Rules, Chapter XV Options Pricing, Sec. 3 BX--
Ports and other Services.
---------------------------------------------------------------------------
1. Specialized Quote Feed Port.
SQF is an interface that allows market makers to connect and send
quotes, sweeps and auction responses into the Exchange. Data includes
the following: (1) Options Auction Notifications (e.g., opening
imbalance, Flash, PIM, Solicitation and Facilitation or other
information); (2) Options Symbol Directory Messages; (3) System Event
Messages (e.g., start of messages, start of system hours, start of
quoting, start of opening); (4) Option Trading Action Messages (e.g.,
halts, resumes); (5) Execution Messages; (6) Quote Messages (quote/
sweep messages, risk protection triggers or purge notifications).
2. SQF Purge Port.
SQF Purge is a specific port for the SQF interface that only
receives and notifies of purge requests from the market maker.
Dedicated SQF Purge Ports enable market makers to seamlessly manage
their ability to remove their quotes in a swift manner.
3. Dedicated SQF Host.
The Exchange will also offer dedicated gateways to facilitate
member access to the Exchange. A Dedicated SQF Host is an optional
offering available to Market Makers \5\--i.e., Primary Market Makers
(``PMMs'') and Competitive Market Makers (``CMMs'')--only for their SQF
Port & SQF Purge Port connectivity. A Dedicated SQF Host provides the
PMM or CMM with assurance that their SQF Port and SQF Purge Port
connection to the Exchange resides on a host that is not shared with
other PMMs and CMMs.
---------------------------------------------------------------------------
\5\ The term ``Market Makers'' refers to ``Competitive Market
Makers'' and ``Primary Market Makers'' collectively. See ISE Rule
100(a)(25).
---------------------------------------------------------------------------
4. Ouch to Trade Options Port.
OTTO is an interface that allows market participants to connect and
send orders, auction orders and auction responses into the Exchange.
Data includes the following: (1) Options Auction Notifications (e.g.,
Flash, PIM,
[[Page 32410]]
Solicitation and Facilitation or other information); (2) Options Symbol
Directory Messages; (3) System Event Messages (e.g., start of messages,
start of system hours, start of quoting, start of opening); (5) Option
Trading Action Messages (e.g., halts, resumes); (6) Execution Messages;
(7) Order Messages (order messages, risk protection triggers or purge
notifications).
5. Clearing Trade Interface Port.
CTI is a real-time clearing trade update message that is sent to a
member after an execution has occurred and contains trade details. The
message containing the trade details is also simultaneously sent to The
Options Clearing Corporation. The information includes, among other
things, the following: (i) The Clearing Member Trade Agreement or
``CMTA'' or The Options Clearing Corporation or ``OCC'' number; (ii)
Exchange badge or house number; (iii) the Exchange internal firm
identifier; and (iv) an indicator which will distinguish electronic and
non-electronically delivered orders; (v) liquidity indicators and
transaction type for billing purposes; (vi) capacity.
6. Financial Information eXchange Port.
FIX is an interface that allows market participants to connect and
send orders and auction orders into the Exchange. Data includes the
following: (1) Options Symbol Directory Messages; (2) System Event
Messages (e.g., start of messages, start of system hours, start of
quoting, start of opening); (3) Option Trading Action Messages (e.g.,
halts, resumes); (4) Execution Messages; (5) Order Messages (order
messages, risk protection triggers or purge notifications).
7. FIX Drop Port.
FIX Drop is a real-time order and execution update message that is
sent to a member after an order been received/modified or an execution
has occurred and contains trade details. The information includes,
among other things, the following: (1) Executions; (2) cancellations;
(3) modifications to an existing order (4) busts or post-trade
corrections.
8. Disaster Recovery Port.
Disaster Recovery ports provide connectivity to the exchange's
disaster recovery data center in Chicago to be utilized in the event
the exchange has to fail over during the trading day. DR Ports are
available for SQF, SQF Purge, Dedicated SQF, CTI, OTTO, FIX and FIX
Drop.
9. Market Data Port.
Market Data ports provide connectivity to the Exchange's
proprietary market data feeds, including the Nasdaq ISE Real-time Depth
of Market Raw Data Feed (``Depth of Market Feed''),\6\ the Nasdaq ISE
Order Feed (``Order Feed''),\7\ the Nasdaq ISE Top Quote Feed (``Top
Quote Feed''),\8\ the Nasdaq ISE Trades Feed (``Trades Feed''),\9\ and
the Nasdaq ISE Spread Feed (``Spread Feed'').\10\ Each of the feeds
described above, with the exception of the Trades Feed, have previously
been established as market data offerings of the Exchange,\11\ and
market participants are charged for subscriptions to these
products.\12\ The Trades Feed is a free market data product provided to
subscribers of at least one of the fee liable market data products
described above. In connection with the adoption of Market Data ports
described above, the Exchange further proposes to establish the Trades
Feed. Market Data ports are available via multicast, TCP, or as an
intra-day snapshot, except that the intra-day snapshot option is
available solely for the Depth of Market Feed, Top Quote Feed, and
Spread Feed.
---------------------------------------------------------------------------
\6\ The Depth Feed, provides aggregate quotes and orders at the
top five price levels on the Exchange, and provides subscribers with
a consolidated view of tradable prices beyond the BBO, showing
additional liquidity and enhancing transparency for ISE traded
options. The data provided for each instrument includes the symbols
(series and underlying security), put or call indicator, expiration
date, the strike price of the series, and trading status. In
addition, subscribers are provided with total quantity, customer
quantity (if present), price, and side (i.e., bid/ask). This
information is provided for each of the five indicated price levels
on the Depth Feed. The feed also provides participants of imbalances
on opening/reopening.
\7\ The Order Feed provides information on new orders resting on
the book. In addition, the feed also announces auctions. The data
provided for each instrument includes the symbols (series and
underlying security), put or call indicator, expiration date, the
strike price of the series, and trading status. The feed also
provides participants of imbalances on opening/reopening.
\8\ The Top Quote Feed calculates and disseminates its best bid
and offer position, with aggregated size (Total & Customer), based
on displayable order and quote interest in the options market
system. The feed also provides last trade information along with
opening price, cumulative volume, high and low prices for the day.
The data provided for each instrument includes the symbols (series
and underlying security), put or call indicator, expiration date,
the strike price of the series, and trading status.
\9\ The Trades Feed displays last trade information along with
opening price, cumulative volume, high and low prices for the day.
The data provided for each instrument includes the symbols (series
and underlying security), put or call indicator, expiration date,
the strike price of the series, and trading status.
\10\ The Spread Feed is a real-time feed that consists of
options quotes and orders for all complex orders (i.e., spreads,
buy-writes, delta neutral strategies, etc.) aggregated at the top
price level on both the bid and offer side of the market as well as
all aggregated quotes and orders for complex orders at the top five
price levels on both the bid and offer side of the market. In
addition, the Spread Feed provides real-time updates every time a
new complex limit order that is not immediately executable at the
BBO is placed on the ISE complex order book. The Spread Feed shows
bid/ask quote size for Customer and Professional Customer option
orders for ISE traded options.
\11\ See Securities Exchange Act Release Nos. 59949 (May 20,
2009), 74 FR 25593 (May 20, 2009) (SR-ISE-2007-97) (Depth Feed);
62117 (May 18, 2010), 75 FR 29381 (May 25, 2010) (SR-ISE-2010-34)
(Order Feed); 65000 (August 1, 2011), 76 FR 47627 (August 5, 2011)
(SR-ISE-2011-44) (Top Quote Feed and Spread Feed); 65295 (September
8, 2011). The other market data products in the Schedule of Fees are
not subject to Market Data Port Fees.
\12\ See Schedule of Fees, Section VIII, Market Data.
---------------------------------------------------------------------------
10. Fees.
Currently, the Exchange charges Market Makers an application
programming interface (``API'') fee for connecting to the Exchange.
Each Market Maker session enabled for quoting, order entry, and
listening is billed at a rate of $1,000 per month, and allows the
Market Maker to submit an average of up to 1.5 million quotes per
day.\13\ Market Makers must pay for a minimum of two of these sessions,
and incremental usage above 1.5 million quotes per day results in the
Market Maker being charged for an additional session. Market Makers
that achieve Market Maker Plus \14\ in 200 or more symbols (other than
SPY) have their API fees capped at 200 quoting sessions per month.
Market Makers that achieve Market Maker Plus in SPY receive credit for
five quoting sessions. Market Makers that quote in all FX option
products \15\ do not have their FX option quotes counted towards the
1.5 million quote threshold, and receive additional credit for twelve
quoting sessions. All credited sessions are applied after the 200 API
session cap. Each Market Maker API session that is enabled for order
entry and listening is billed at a rate of $750 per month, and each
Market Maker API session that is enabled for listening only
[[Page 32411]]
is billed at a rate of $175 per month.\16\ In addition, the Exchange
charges Electronic Access Members (``EAMs'') that connect to the
Exchange via API a session fee of $250 per month each for the first
five sessions and $100 per month each additional session for
connectivity to both ISE and the Exchange's affiliate, GEMX. And the
Exchange charges EAMs that connect to the Exchange via FIX a session
fee of $250 per month each for the first two sessions and $50 per month
for each additional session for connectivity to both ISE and GEMX.
Finally, the Exchange charges gateway fees that are $750 per gateway
per month for shared gateways and $2,250 per gateway pair per month for
dedicated gateways, in each case for connectivity to both ISE and GEMX.
---------------------------------------------------------------------------
\13\ Quoting sessions also support order entry and listening.
The Exchange separately offers Market Maker API sessions for
listening only ($175 per month per API), and order entry and
listening ($750 per month per API).
\14\ A Market Maker Plus is a Market Maker who is on the
National Best Bid or National Best Offer a specified percentage of
the time for series trading between $0.03 and $3.00 (for options
whose underlying stock's previous trading day's last sale price was
less than or equal to $100) and between $0.10 and $3.00 (for options
whose underlying stock's previous trading day's last sale price was
greater than $100) in premium in each of the front two expiration
months. The specified percentage is at least 80% but lower than 85%
of the time for Tier 1, at least 85% but lower than 95% of the time
for Tier 2, and at least 95% of the time for Tier 3. A Market
Maker's single best and single worst quoting days each month based
on the front two expiration months, on a per symbol basis, will be
excluded in calculating whether a Market Maker qualifies for Market
Maker Plus, if doing so will qualify a Market Maker for Market Maker
Plus.
\15\ The complete set of FX option products offered is: NZD,
PZO, SKA, BRB, AUX, BPX, CDD, EUI, YUK, SFC, AUM, GBP, EUU, and NDO.
\16\ A listener may engage in any activity except submit orders
and quote, alter orders and cancel orders.
---------------------------------------------------------------------------
With the re-platform of the Exchange's trading system, the Exchange
will now be offering a new set of ports and gateways for connecting to
the Exchange as described in more detail above. The Exchange therefore
proposes to adopt fees for these connectivity options, which will
initially be $0 per port per month.\17\ The Exchange believes that it
is appropriate to provide these connectivity options without charge
during this initial migration period to avoid double charging members
that are connected to both the current T7 trading system and the new
INET trading system. In addition, adding these fees to the Schedule of
Fees now will alert members to the fact that they will not be charged
for access through these new connectivity options at this time. The
current API/FIX session and gateway fees will remain in place as
members are still using these connectivity options to connect to the
Exchange during the migration of the Exchange's trading system to
INET.\18\ The Exchange also proposes to add the Trades Feed to the
Schedule of Fees at a price of $0 per month. As explained earlier in
the filing, the Trades Feed is a free offering of the Exchange;
however, the Exchange believes that it would be beneficial to note this
fee product in the Schedule of Fees.
---------------------------------------------------------------------------
\17\ Fees apply only to connectivity to the ISE INET trading
system.
\18\ The Exchange will eliminate current API/FIX session fees at
a later date when those connectivity options are no longer available
to members.
---------------------------------------------------------------------------
2. Statutory Basis
The Exchange believes that the proposed rule change is consistent
with Section 6(b) of the Securities Exchange Act of 1934 (the
``Act''),\19\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\20\ in particular, in that it is designed to
promote just and equitable principles of trade, to remove impediments
to and perfect the mechanism for a free and open market and a national
market system, and, in general, to protect investors and the public
interest. In addition, the Exchange believes that the proposed fees
being adopted for INET ports and gateways, as well as the fees for the
Trades Feed, are consistent with the provisions of Section 6 of the
Act,\21\ in general, and Section 6(b)(4) of the Act,\22\ in particular,
in that they are designed to provide for the equitable allocation of
reasonable dues, fees, and other charges among its members and other
persons using its facilities.
---------------------------------------------------------------------------
\19\ 15 U.S.C. 78f(b).
\20\ 15 U.S.C. 78f(b)(5).
\21\ 15 U.S.C. 78f.
\22\ 15 U.S.C. 78f(b)(4).
---------------------------------------------------------------------------
The Exchange believes that the proposed rule change is consistent
with the protection of investors and the public interest as it
establishes ports and gateways used to connect to the ISE INET trading
system. The Exchange's offerings are changing with the re-platform as
the ports and gateways used by INET differ from those used to connect
to the T7 trading system. Market participants that connect to the INET
trading system may use the following connectivity options mentioned
above: SQF, SQF Purge, Dedicated SQF Hosts, OTTO, CTI, FIX, FIX Drop,
Disaster Recovery, and Market Data. With the exception of Dedicated SQF
Hosts, these connectivity options are the same as those currently used
by the Exchange's affiliates, and therefore offer a familiar experience
for market participants. The ports and gateways described in this
filing provide a range of important features to market participants,
including the ability to submit orders and quotes, receive market data,
and perform other functions necessary to manage trading on the
Exchange. The Exchange believes that filing to establish these port and
gateway options will increase transparency to market participants
regarding connectivity options provided by the Exchange.
With respect to Dedicated SQF Hosts, the Exchange notes that this
offering is meant to be similar to a current offering of the ISE, which
currently offers both shared gateways and dedicated gateways for
members that desire their own dedicated gateways as a risk management
alternative. Adding this new offering on the Exchange will allow
members that currently use dedicated gateways on the Exchange's T7
trading system to continue to use a similar connectivity option with
the migration to INET. The Exchange believes that market makers are the
participants that are likely to benefit from dedicated gateways, and is
therefore only offering dedicated gateways for the SQF interface. The
Exchange does not believe that it is unfairly discriminatory to offer
dedicated gateways only for SQF ports, which are only available to
market makers. Other exchanges also have gateways that are restricted
to market makers. The New York Stock Exchange, for example, offers DMM
Gateways that are only available to their Designated Market Makers.\23\
Currently, on the Exchange's T7 trading system, all of the market
participants that use the dedicated gateway offering are market
makers.\24\ Dedicated SQF is designed to provide a more deterministic
experience for ISE market makers when quoting on the Exchange by
allowing them to better load balance their trading sessions, but does
not provide any latency benefit when compared to using the shared
gateways, which are built on identical hardware to the dedicated
gateways. Market makers provide liquidity on the Exchange and have
continuous quoting obligations \25\ to the market that require the
ability to quickly and efficiently interact with their quotes and
orders. The Exchange therefore believes that these participants are
likely to benefit from the load balancing provided by the dedicated
gateways, which will aid market makers in their obligations to maintain
tight markets--a benefit that ultimately accrues to the benefit of all
market participants that trade on the Exchange. Based on the Exchange's
experience with the T7 dedicated gateway offering, the Exchange does
not believe that market participants using other protocols discussed in
this filing are likely to use dedicated gateways, and the Exchange is
therefore not offering such dedicated gateways for any of the other
ports. Building a dedicated gateway offering for the other ports would
require an additional technology investment. Since the only interest in
such technology to date has
[[Page 32412]]
been from the market making community, the Exchange has determined not
to build technology that it believes other members are not likely to
use.
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\23\ See Securities Exchange Act Release No. 79748 (January 6,
2017), 82 FR 3828 (January 12, 2017) (SR-NYSE-2016-93).
\24\ While some market makers have used the dedicated gateways
for order entry sessions, the Exchange believes that the primary use
of these dedicated gateways is for the firms' market making
function. The Exchange has widely announced and talked to members
about its plans to offer dedicated gateways for SQF, and no firms
have requested that the Exchange provide dedicated gateways for the
other ports.
\25\ See ISE Rule 804(e).
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The Exchange also believes that it is consistent with the
protection of investors and public interest to establish the Trades
Feed as this feed, which is currently provided free of charge, provides
valuable trade information to subscribers. The Trades Feed designed to
promote just and equitable principles of trade by providing all
subscribers with data that should enable them to make informed
decisions on trading in ISE options by using the data to assess current
market conditions that directly affect such decisions. The market data
provided by this feed removes impediments to, and is designed to
further perfect, the mechanisms of a free and open market and a
national market system by making the ISE market more transparent and
accessible to market participants making routing decisions concerning
their options orders. Furthermore, the Exchange believes that it is
reasonable, equitable, and not unfairly discriminatory to add the
Trades Feed to the Schedule of Fees at a cost of $0 per month to alert
members to the availability of this market data product. The Exchange
notes that the Trades Feed is a current offering that the Exchange is
adding to its Schedule of Fees at this time to increase transparency to
members.
Finally, the Exchange believes that it is reasonable and equitable
to adopt fees for the various ports and gateways used to connect to the
Exchange's new INET trading system. As explained above, the ports and
gateways that will be used to connect to the INET trading system are
generally the same as those currently used by the Exchange's
affiliates, and in the case of Dedicated SQF Hosts, mirrors a current
offering of the Exchange. The Exchange has determined to offer these
connectivity options free of cost for the time being in order to aid in
the migration of the Exchange's trading system to INET technology.
Adding these fees to the Schedule of Fees will clarify to members that
they will not have to pay for access to both T7 and INET trading
systems. The Exchange also does not believe that the proposed fee
change is unfairly discriminatory as each of the proposed port and
gateway fees are initially proposed to be free of charge for all
members.
B. Self-Regulatory Organization's Statement on Burden on Competition
In accordance with Section 6(b)(8) of the Act,\26\ the Exchange
does not believe that the proposed rule change will impose any burden
on intermarket or intramarket competition that is not necessary or
appropriate in furtherance of the purposes of the Act. As explained
above, the Exchange is establishing the ports and gateways used to
connect to the ISE INET trading system. In addition, the Exchange is
adopting fees for access to these connectivity options, which will be
offered initially free of cost to aid in the migration of the
Exchange's trading system to Nasdaq INET technology. The Exchange does
not believe that establishing these ports and gateways, or providing
them to members free of charge, will have any competitive impact.
Similarly, the exchange does not believe that establishing the Trades
Feed, which is also a free offering and is being added to the Schedule
of Fees, will have any competitive impact.
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\26\ 15 U.S.C. 78f(b)(8).
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
No written comments were either solicited or received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days from the date on which it was filed, or
such shorter time as the Commission may designate, it has become
effective pursuant to Section 19(b)(3)(A)(iii) of the Act \27\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\28\
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\27\ 15 U.S.C. 78s(b)(3)(A)(iii).
\28\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)
requires a self-regulatory organization to give the Commission
written notice of its intent to file 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.
The Exchange has satisfied this requirement.
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In its filing, ISE requested that the Commission waive the 30-day
operative delay in order to enable the Exchange to establish ports and
gateways for members to connect to the Exchange's INET trading system
and access a related market data offering. The Commission believes that
such waiver is consistent with the protection of investors and the
public interest. ISE notes that members have received numerous
communications indicating the availability of ISE INET ports and
gateways and will be using these connectivity options as soon as
symbols migrate to the INET architecture. Similarly, members have been
made aware of the availability of the Trades Feed. To avoid disrupting
member usage of ISE's connectivity and data options, the Commission
designates the proposed rule change to be operative upon filing.\29\
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\29\ 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).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is: (i)
Necessary or appropriate in the public interest; (ii) for the
protection of investors; or (iii) otherwise in furtherance of the
purposes of the Act. If the Commission takes such action, the
Commission shall institute proceedings to determine whether the
proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-ISE-2017-62 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-ISE-2017-62. 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
[[Page 32413]]
Commission, and all written communications relating to the proposed
rule change between the Commission and any person, other than those
that may be withheld from the public in accordance with the provisions
of 5 U.S.C. 552, will be available for Web site viewing and printing in
the Commission's Public Reference Room, 100 F Street NE., Washington,
DC 20549, on official business days between the hours of 10:00 a.m. and
3:00 p.m. Copies of the filing also will be available for inspection
and copying at the principal office of the Exchange. All comments
received will be posted without change; the Commission does not edit
personal identifying information from submissions. You should submit
only information that you wish to make available publicly. All
submissions should refer to File Number SR-ISE-2017-62, and should be
submitted on or before August 3, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\30\
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\30\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-14664 Filed 7-12-17; 8:45 am]
BILLING CODE 8011-01-P