Self-Regulatory Organizations; Nasdaq ISE, LLC; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Related to Quoting at the Opening, 40190-40193 [2017-17907]
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Federal Register / Vol. 82, No. 163 / Thursday, August 24, 2017 / Notices
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 7 and
subparagraph (f)(6) of Rule 19b–4
thereunder.8
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–
GEMX–2017–38 on the subject line.
rmajette on DSKBCKNHB2PROD with NOTICES
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–GEMX–2017–38. This file
7 15
U.S.C. 78s(b)(3)(A)(iii).
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, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
8 17
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number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549, on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of the Exchange. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–GEMX–
2017–38 and should be submitted on or
before September 14, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2017–17908 Filed 8–23–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81434; File No. SR–ISE–
2017–78]
Self-Regulatory Organizations; Nasdaq
ISE, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change Related to Quoting at the
Opening
August 18, 2017.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on August
17, 2017, Nasdaq ISE, LLC (‘‘ISE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
(‘‘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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend ISE
Rule 701, entitled ‘‘Opening.’’
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
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this rule change is to
amend ISE Rule 701, ‘‘Opening’’ to
specifically amend opening obligations
for Primary Market Makers or ‘‘PMMs.’’
The Exchange notes that the proposed
rule change is similar to a Nasdaq MRX,
LLC (‘‘MRX’’) rule.3
Today, ISE Rule 701(c)(3) states that
the PMM assigned in a particular equity
option must enter a Valid Width Quote
not later than one minute following the
dissemination of a quote or trade by the
market for the underlying security or, in
the case of index options, following the
receipt of the opening price in the
underlying index. The PMM assigned in
a particular U.S. dollar-settled foreign
currency option must enter a Valid
Width Quote not later than one minute
after the announced market opening.
First, the Exchange proposes to add
the words ‘‘or index’’ to further clarify
that the requirement applies to equities
and index options. The Exchange
proposes this addition to further clarify
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the requirement in Rule 701(c)(3) clearly
applies to equity and index options.
Second, the Exchange proposes to
modify the PMM’s current obligation to
enter Valid Width Quotes not later than
one minute following the dissemination
of a quote or trade by the market for the
underlying security or, in the case of
index options, following the receipt of
the opening price in the underlying
index for all assigned options, or in the
case of a U.S. dollar-settled foreign
currency option after the announced
market opening. The Exchange believes
that the current requirement is very
burdensome and instead proposes to
add ‘‘in 90% of their assigned series’’ to
require a PMM to enter a Valid Width
Quote not later than one minute
following the dissemination of a quote
or trade by the market for the
underlying security or, in the case of
index options, following the receipt of
the opening price in 90% of their
assigned series, or in the case of a U.S.
dollar-settled foreign currency option in
90% of their assigned series not late
[sic] than one minute after the
announced market opening.
Further, the Exchange proposes to
require PMMs to promptly enter a Valid
Width Quote in the remainder of their
assigned series, which did not open
within one minute following the
dissemination of a quote or trade by the
market for the underlying security or, in
the case of index options, following the
receipt of the opening price in the
underlying index, or with respect to a
U.S. dollar-settled foreign currency
option, following the announced market
opening. The Exchange’s proposal is
intended to account for market
conditions which may prevent a PMM
from opening all assigned series, for
example an extremely volatile market
which may impact the PMM’s ability to
enter aggressive quotes. Another
example would be that news pertaining
to a specific security is causing the
underlying price to fluctuate rapidly
and significantly, thereby causing the
PMM to await the underlying equity
price to settle before entering a Valid
Width Quote. The Exchange’s
surveillance staff would monitor to
ensure that PMMs are complying with
these requirements during the Opening
Process.
Today, the Opening Process for an
options series will be conducted on or
after 9:30 a.m. if the system has
received, within two minutes (or such
shorter time as determined by the
Exchange and disseminated to
membership on the Exchange’s Web
site) of the opening trade or quote on the
market for the underlying security in the
case of equity options or, in the case of
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index options, within two minutes of
the receipt of the opening price in the
underlying index (or such shorter time
as determined by the Exchange and
disseminated to membership on the
Exchange’s Web site), or within two
minutes of market opening for the
underlying currency in the case of a
U.S. dollar-settled foreign currency
option (or such shorter time as
determined by the Exchange and
disseminated to membership on the
Exchange’s Web site) the PMM’s Valid
Width Quote, the Valid Width Quotes of
two Competitive Market Makers
(‘‘CMMs’’) or if neither the PMM’s Valid
Width Quote nor the Valid Width Quote
of two CMM’s have been submitted
within such timeframe, if one CMM has
submitted a Valid Width Quote.4
Implementation
The Exchange proposes to implement
this rule change on September 29, 2017.
2. Statutory Basis
The Exchange believes that its
proposal is consistent with Section 6(b)
of the Act,5 in general, and furthers the
objectives of Section 6(b)(5) of the Act,6
in particular, in that it is designed to
promote just and equitable principles of
trade, to remove impediments to and
perfect the mechanism of a free and
open market and a national market
system, and, in general to protect
investors and the public interest for the
reasons stated below.
The Exchange’s first proposal at Rule
701(c)(3) to clarify that the requirement
applies to equities and index options
will make clear the applicability of the
PMM’s requirement to enter Valid
Width Quotes. This proposed
amendment is non-substantive and is
intended to add clarity to the rules.
The second proposal to amend a
PMM’s requirement to enter Valid
Width Quotes during the Opening
Process is consistent with the Act
because the 90% requirement to provide
a Valid Width Quote in a series to
which the PMM is assigned will
continue to ensure that options series
are opened in a timely manner, while
not imposing a burdensome requirement
on market participants. PMMs would be
required to promptly enter a Valid
Width Quote in the remainder of their
assigned series, which did not open
within one minute of the dissemination
of a quote or trade by the market for the
underlying security or in the case of
index options, following the receipt of
the opening price or, with respect to
4 See
proposed Rule 701(c)(1)(i)–(iii).
U.S.C. 78f(b).
6 15 U.S.C. 78f(b)(5).
5 15
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40191
U.S. dollar-settled foreign currency
options, following the announced
market opening. The Exchange would
monitor PMMs to ensure that they
promptly provided a Valid Width Quote
for the remainder of the series within a
reasonable amount of time. The
Exchange notes that market conditions
could cause a PMM to experience
circumstances where opening 100% of
all of their assigned series within one
minute of the dissemination of a quote
or trade by the market for the
underlying security or, in the case of
index options, following the receipt of
the opening price in the underlying
index or, with respect to U.S. dollarsettled foreign currency options,
following the announced market
opening is not feasible.
The Exchange believes that the
proposed 90% Valid Width Quoting
obligation, not later than one minute
following the dissemination of a quote
or trade by the market for the
underlying security or, in the case of
index options, following the receipt of
the opening price in the underlying
index or, with respect to U.S. dollarsettled foreign currency options,
following the announced market
opening, along with the ‘‘prompt’’
standard for the remaining 10% of their
assigned series will ensure all series are
opened in a timely manner. The
Exchange’s proposal accounts for
market conditions which may prevent a
PMM from opening all assigned series,
for example an extremely volatile
market which may impact the PMM’s
ability to enter aggressive quotes.
Another example would be that news
pertaining to a specific security is
causing the underlying price to fluctuate
rapidly and significantly, thereby
causing the PMM to await the
underlying equity price to settle before
entering a Valid Width Quote. The
Exchange believes that the time frame
for PMMs to provide a Valid Width
Quote in 90% of their assigned series
not later than one minute following the
dissemination of a quote or trade by the
market for the underlying security or, in
the case of index options, following the
receipt of the opening price in the
underlying index or, with respect to
U.S. dollar-settled foreign currency
options, following the announced
market opening will ensure liquidity on
ISE during the Opening Process. The
Exchange desires to encourage PMMs to
continue to make markets on ISE at the
Opening. The Exchange believes that
requiring PMMs to provide a Valid
Width Quote in 90% of their assigned
options not later than one minute
following the dissemination of a quote
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or trade by the market for the
underlying security or, in the case of
index options, following the receipt of
the opening price in the underlying
index or, with respect to U.S. dollarsettled foreign currency options,
following the announced market
opening along with the ‘‘prompt’’
standard for the remaining 10% will
enhance the market making functions
for PMMs and serve to maintain a fair
and orderly market thereby promoting
the protection of investors and the
public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act. The proposal
does not change the intense competition
that exists among the options markets
for options business including on the
opening. Nor does the Exchange believe
that the proposal will impose any
burden on intra-market competition; the
Opening Process involves many types of
participants and interest.
The Exchange’s proposal to require a
PMM to enter a Valid Width Quote in
90% of their assigned series not later
than one minute time following the
dissemination of a quote or trade by the
market for the underlying security or, in
the case of index options, following the
receipt of the opening price in the
underlying index or, with respect to
U.S. dollar-settled foreign currency
options, following the announced
market opening and promptly enter a
Valid Width quote for the remaining
10% their assigned series does not
create an undue burden on competition.
The proposal will continue to ensure
that options series are opened in a
timely manner, while not imposing a
burdensome requirement on market
participants. PMMs would be required
to promptly enter a Valid Width Quote
in the remainder of their assigned series
which were not open within one minute
following the dissemination of a quote
or trade by the market for the
underlying security or, in the case of
index options, following the receipt of
the opening price in the underlying
index or, with respect to U.S. dollarsettled foreign currency options,
following the announced market
opening. The Exchange would monitor
PMMs to ensure that they promptly
entered a Valid Width Quote for the
remainder of their assigned series
within a reasonable amount of time. The
Exchange notes that market conditions
could cause a PMM to experience
circumstances where entering a Valid
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Width Quote for 100% of all of their
assigned series within one minute
following the dissemination of a quote
or trade by the market for the
underlying security or, in the case of
index options, following the receipt of
the opening price in the underlying
index or with respect to U.S. dollarsettled foreign currency options within
one minute after the announced market
opening is not feasible. The Exchange
believes that the proposed 90%
obligation to enter a Valid Width Quote
not later than one minute following the
dissemination of a quote or trade by the
market for the underlying security or, in
the case of index options, following the
receipt of the opening price in the
underlying index or, with respect to
U.S. dollar-settled foreign currency
options, following the announced
market opening for the underlying
security along with the ‘‘prompt’’
standard for the remaining series will
ensure all series are opened in a timely
manner.
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 7 and
subparagraph (f)(6) of Rule 19b–4
thereunder.8
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
7 15
U.S.C. 78s(b)(3)(A)(iii).
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, along with a brief
description and text of the proposed rule change,
at least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
8 17
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Frm 00063
Fmt 4703
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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–2017–78 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–2017–78. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street N.,
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–
2017–78 and should be submitted on or
before September 14, 2017.
E:\FR\FM\24AUN1.SGM
24AUN1
Federal Register / Vol. 82, No. 163 / Thursday, August 24, 2017 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Robert W. Errett,
Deputy Secretary.
[FR Doc. 2017–17907 Filed 8–23–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81431; File No. SR–GEMX–
2017–39]
Self-Regulatory Organizations; Nasdaq
GEMX, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Create the Market
Access and Routing Subsidy Program
August 18, 2017.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on August 9,
2017, Nasdaq GEMX, LLC (‘‘GEMX’’ 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to create a
subsidy program, the Market Access and
Routing Subsidy (‘‘MARS’’), for GEMX
Members that provide certain order
routing functionalities 3 to other GEMX
9 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 The order routing functionalities permit a
GEMX Member to provide access and connectivity
to other Members as well utilize such access for
themselves. The Exchange notes that under this
arrangement it will be possible for one GEMX
Member to be eligible for payments under MARS,
while another GEMX Member might potentially be
liable for transaction charges associated with the
execution of the order, because those orders were
delivered to the Exchange through a GEMX
Member’s connection to the Exchange and that
Member qualified for the MARS Payment.
Consider the following example: Both Members A
and B are GEMX Members but A does not utilize
its own connections to route orders to the
Exchange, and instead utilizes B’s connections.
Under this program, B will be eligible for the MARS
Payment while A is liable for any transaction
charges resulting from the execution of orders that
originate from A, arrive at the Exchange via B’s
connectivity, and subsequently execute and clear at
The Options Clearing Corporation or ‘‘OCC,’’ where
A is the valid executing clearing Member or giveup on the transaction. Similarly, where B utilizes
its own connections to execute transactions, B will
be eligible for the MARS Payment, but would also
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Members and/or use such
functionalities themselves.
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
Statutory Basis for, the Proposed Rule
Change
1. Purpose
GEMX proposes a new subsidy
program, MARS, which would pay a
subsidy to GEMX Members that provide
certain order routing functionalities to
other GEMX Members and/or use such
functionalities themselves. Generally,
under MARS, GEMX proposes to make
payments to participating GEMX
Members to subsidize their costs of
providing routing services to route
orders to GEMX. The Exchange believes
that MARS will attract higher volumes
of equity and ETF options volume to the
Exchange from non-GEMX market
participants as well as GEMX Members.
MARS System Eligibility
To qualify for MARS, a GEMX
Member’s order routing functionality
would be required to meet certain
criteria. Specifically the Member’s
routing system (hereinafter ‘‘System’’)
would be required to: (1) Enable the
electronic routing of orders to all of the
U.S. options exchanges, including
GEMX; (2) provide current consolidated
market data from the U.S. options
exchanges; and (3) be capable of
interfacing with GEMX’s API to access
current GEMX match engine
functionality. The Member’s System
would also need to cause GEMX to be
one of the top four default destination
be liable for any transaction resulting from the
execution of orders that originate from B, arrive at
the Exchange via B’s connectivity, and
subsequently execute and clear at OCC, where B is
the valid executing clearing Member or give-up on
the transaction.
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40193
exchanges for (a) individually executed
marketable orders if GEMX is at the
national best bid or offer (‘‘NBBO’’),
regardless of size or time or (b) orders
that establish a new NBBO on GEMX’s
Order Book, but allow any user to
manually override GEMX as the default
destination on an order-by-order basis.
The Exchange would require GEMX
Members desiring to participate in
MARS 4 to complete a form, in a manner
prescribed by the Exchange, and
reaffirm their information on a quarterly
basis to the Exchange. Any GEMX
Member would be permitted to apply
for MARS, provided the abovereferenced requirements are met,
including a robust and reliable System.
The Member would be solely
responsible for implementing and
operating its System.
MARS Eligible Contracts
A MARS Payment would be made to
GEMX Members that have System
Eligibility and have routed the requisite
number of Eligible Contracts daily in a
month, which were executed on GEMX.
For the purpose of qualifying for the
MARS Payment, Eligible Contracts
would include Non-Nasdaq GEMX
Market Maker (FARMM) 5, Firm
Proprietary 6/Broker-Dealer 7 and
Professional Customer 8 Orders that are
executed. Eligible Contracts do not
4 If a GEMX Member desires to qualify for MARS,
that Member must submit an application and certify
to the System Eligibility requirements for the entire
time period in which the Member will be eligible
for MARS Rebates. A GEMX Member may apply
anytime during the month in which the GEMX
Member desires to participant in MARS and would
be eligible for the entire month, provided the GEMX
Member certified System Eligibility for that entire
month. For example, a GEMX Member submitting
an application on the 15th of the month, would
have to certify System Eligibility for that entire
month. A form must be submitted no later than the
last business day of the month in which the GEMX
Member desires to participate in MARS. The
application will require the GEMX Member to
identify the GEMX Member seeking the MARS
Payment and must list, among other things, the
connections utilized by the GEMX Member to
provide Exchange access to other GEMX Members
and/or itself. MARS Payments would be made one
month in arrears (i.e., a MARS Payment earned for
activity in September would be paid to the
qualifying GEMX Member in October), as is the case
with all other transactional payments and
assessments made by the Exchange.
5 A ‘‘Non-Nasdaq GEMX Market Maker’’ is a
market maker as defined in Section 3(a)(38) of the
Securities Exchange Act of 1934, as amended,
registered in the same options class on another
options exchange.
6 A ‘‘Firm Proprietary’’ order is an order
submitted by a Member for its own proprietary
account.
7 A ‘‘Broker-Dealer’’ order is an order submitted
by a Member for a broker-dealer account that is not
its own proprietary account.
8 A ‘‘Professional Customer’’ is a person or entity
that is not a broker/dealer and is not a Priority
Customer.
E:\FR\FM\24AUN1.SGM
24AUN1
Agencies
[Federal Register Volume 82, Number 163 (Thursday, August 24, 2017)]
[Notices]
[Pages 40190-40193]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-17907]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81434; File No. SR-ISE-2017-78]
Self-Regulatory Organizations; Nasdaq ISE, LLC; Notice of Filing
and Immediate Effectiveness of Proposed Rule Change Related to Quoting
at the Opening
August 18, 2017.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on August 17, 2017, Nasdaq ISE, LLC (``ISE'' or ``Exchange'') filed
with the Securities and Exchange Commission (``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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\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
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I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend ISE Rule 701, entitled ``Opening.''
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
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this rule change is to amend ISE Rule 701,
``Opening'' to specifically amend opening obligations for Primary
Market Makers or ``PMMs.'' The Exchange notes that the proposed rule
change is similar to a Nasdaq MRX, LLC (``MRX'') rule.\3\
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\3\ See MRX Rule 701.
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Today, ISE Rule 701(c)(3) states that the PMM assigned in a
particular equity option must enter a Valid Width Quote not later than
one minute following the dissemination of a quote or trade by the
market for the underlying security or, in the case of index options,
following the receipt of the opening price in the underlying index. The
PMM assigned in a particular U.S. dollar-settled foreign currency
option must enter a Valid Width Quote not later than one minute after
the announced market opening.
First, the Exchange proposes to add the words ``or index'' to
further clarify that the requirement applies to equities and index
options. The Exchange proposes this addition to further clarify
[[Page 40191]]
the requirement in Rule 701(c)(3) clearly applies to equity and index
options.
Second, the Exchange proposes to modify the PMM's current
obligation to enter Valid Width Quotes not later than one minute
following the dissemination of a quote or trade by the market for the
underlying security or, in the case of index options, following the
receipt of the opening price in the underlying index for all assigned
options, or in the case of a U.S. dollar-settled foreign currency
option after the announced market opening. The Exchange believes that
the current requirement is very burdensome and instead proposes to add
``in 90% of their assigned series'' to require a PMM to enter a Valid
Width Quote not later than one minute following the dissemination of a
quote or trade by the market for the underlying security or, in the
case of index options, following the receipt of the opening price in
90% of their assigned series, or in the case of a U.S. dollar-settled
foreign currency option in 90% of their assigned series not late [sic]
than one minute after the announced market opening.
Further, the Exchange proposes to require PMMs to promptly enter a
Valid Width Quote in the remainder of their assigned series, which did
not open within one minute following the dissemination of a quote or
trade by the market for the underlying security or, in the case of
index options, following the receipt of the opening price in the
underlying index, or with respect to a U.S. dollar-settled foreign
currency option, following the announced market opening. The Exchange's
proposal is intended to account for market conditions which may prevent
a PMM from opening all assigned series, for example an extremely
volatile market which may impact the PMM's ability to enter aggressive
quotes. Another example would be that news pertaining to a specific
security is causing the underlying price to fluctuate rapidly and
significantly, thereby causing the PMM to await the underlying equity
price to settle before entering a Valid Width Quote. The Exchange's
surveillance staff would monitor to ensure that PMMs are complying with
these requirements during the Opening Process.
Today, the Opening Process for an options series will be conducted
on or after 9:30 a.m. if the system has received, within two minutes
(or such shorter time as determined by the Exchange and disseminated to
membership on the Exchange's Web site) of the opening trade or quote on
the market for the underlying security in the case of equity options
or, in the case of index options, within two minutes of the receipt of
the opening price in the underlying index (or such shorter time as
determined by the Exchange and disseminated to membership on the
Exchange's Web site), or within two minutes of market opening for the
underlying currency in the case of a U.S. dollar-settled foreign
currency option (or such shorter time as determined by the Exchange and
disseminated to membership on the Exchange's Web site) the PMM's Valid
Width Quote, the Valid Width Quotes of two Competitive Market Makers
(``CMMs'') or if neither the PMM's Valid Width Quote nor the Valid
Width Quote of two CMM's have been submitted within such timeframe, if
one CMM has submitted a Valid Width Quote.\4\
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\4\ See proposed Rule 701(c)(1)(i)-(iii).
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Implementation
The Exchange proposes to implement this rule change on September
29, 2017.
2. Statutory Basis
The Exchange believes that its proposal is consistent with Section
6(b) of the Act,\5\ in general, and furthers the objectives of Section
6(b)(5) of the Act,\6\ in particular, in that it is designed to promote
just and equitable principles of trade, to remove impediments to and
perfect the mechanism of a free and open market and a national market
system, and, in general to protect investors and the public interest
for the reasons stated below.
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\5\ 15 U.S.C. 78f(b).
\6\ 15 U.S.C. 78f(b)(5).
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The Exchange's first proposal at Rule 701(c)(3) to clarify that the
requirement applies to equities and index options will make clear the
applicability of the PMM's requirement to enter Valid Width Quotes.
This proposed amendment is non-substantive and is intended to add
clarity to the rules.
The second proposal to amend a PMM's requirement to enter Valid
Width Quotes during the Opening Process is consistent with the Act
because the 90% requirement to provide a Valid Width Quote in a series
to which the PMM is assigned will continue to ensure that options
series are opened in a timely manner, while not imposing a burdensome
requirement on market participants. PMMs would be required to promptly
enter a Valid Width Quote in the remainder of their assigned series,
which did not open within one minute of the dissemination of a quote or
trade by the market for the underlying security or in the case of index
options, following the receipt of the opening price or, with respect to
U.S. dollar-settled foreign currency options, following the announced
market opening. The Exchange would monitor PMMs to ensure that they
promptly provided a Valid Width Quote for the remainder of the series
within a reasonable amount of time. The Exchange notes that market
conditions could cause a PMM to experience circumstances where opening
100% of all of their assigned series within one minute of the
dissemination of a quote or trade by the market for the underlying
security or, in the case of index options, following the receipt of the
opening price in the underlying index or, with respect to U.S. dollar-
settled foreign currency options, following the announced market
opening is not feasible.
The Exchange believes that the proposed 90% Valid Width Quoting
obligation, not later than one minute following the dissemination of a
quote or trade by the market for the underlying security or, in the
case of index options, following the receipt of the opening price in
the underlying index or, with respect to U.S. dollar-settled foreign
currency options, following the announced market opening, along with
the ``prompt'' standard for the remaining 10% of their assigned series
will ensure all series are opened in a timely manner. The Exchange's
proposal accounts for market conditions which may prevent a PMM from
opening all assigned series, for example an extremely volatile market
which may impact the PMM's ability to enter aggressive quotes. Another
example would be that news pertaining to a specific security is causing
the underlying price to fluctuate rapidly and significantly, thereby
causing the PMM to await the underlying equity price to settle before
entering a Valid Width Quote. The Exchange believes that the time frame
for PMMs to provide a Valid Width Quote in 90% of their assigned series
not later than one minute following the dissemination of a quote or
trade by the market for the underlying security or, in the case of
index options, following the receipt of the opening price in the
underlying index or, with respect to U.S. dollar-settled foreign
currency options, following the announced market opening will ensure
liquidity on ISE during the Opening Process. The Exchange desires to
encourage PMMs to continue to make markets on ISE at the Opening. The
Exchange believes that requiring PMMs to provide a Valid Width Quote in
90% of their assigned options not later than one minute following the
dissemination of a quote
[[Page 40192]]
or trade by the market for the underlying security or, in the case of
index options, following the receipt of the opening price in the
underlying index or, with respect to U.S. dollar-settled foreign
currency options, following the announced market opening along with the
``prompt'' standard for the remaining 10% will enhance the market
making functions for PMMs and serve to maintain a fair and orderly
market thereby promoting the protection of investors and the public
interest.
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act. The proposal does not change
the intense competition that exists among the options markets for
options business including on the opening. Nor does the Exchange
believe that the proposal will impose any burden on intra-market
competition; the Opening Process involves many types of participants
and interest.
The Exchange's proposal to require a PMM to enter a Valid Width
Quote in 90% of their assigned series not later than one minute time
following the dissemination of a quote or trade by the market for the
underlying security or, in the case of index options, following the
receipt of the opening price in the underlying index or, with respect
to U.S. dollar-settled foreign currency options, following the
announced market opening and promptly enter a Valid Width quote for the
remaining 10% their assigned series does not create an undue burden on
competition. The proposal will continue to ensure that options series
are opened in a timely manner, while not imposing a burdensome
requirement on market participants. PMMs would be required to promptly
enter a Valid Width Quote in the remainder of their assigned series
which were not open within one minute following the dissemination of a
quote or trade by the market for the underlying security or, in the
case of index options, following the receipt of the opening price in
the underlying index or, with respect to U.S. dollar-settled foreign
currency options, following the announced market opening. The Exchange
would monitor PMMs to ensure that they promptly entered a Valid Width
Quote for the remainder of their assigned series within a reasonable
amount of time. The Exchange notes that market conditions could cause a
PMM to experience circumstances where entering a Valid Width Quote for
100% of all of their assigned series within one minute following the
dissemination of a quote or trade by the market for the underlying
security or, in the case of index options, following the receipt of the
opening price in the underlying index or with respect to U.S. dollar-
settled foreign currency options within one minute after the announced
market opening is not feasible. The Exchange believes that the proposed
90% obligation to enter a Valid Width Quote not later than one minute
following the dissemination of a quote or trade by the market for the
underlying security or, in the case of index options, following the
receipt of the opening price in the underlying index or, with respect
to U.S. dollar-settled foreign currency options, following the
announced market opening for the underlying security along with the
``prompt'' standard for the remaining series will ensure all series are
opened in a timely manner.
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 \7\ and
subparagraph (f)(6) of Rule 19b-4 thereunder.\8\
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\7\ 15 U.S.C. 78s(b)(3)(A)(iii).
\8\ 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, along
with a brief description and text of the proposed rule change, at
least five business days prior to the date of filing of the proposed
rule change, or such shorter time as designated by the Commission.
The Exchange has satisfied this requirement.
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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-2017-78 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-2017-78. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street N.,
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-2017-78 and should be
submitted on or before September 14, 2017.
[[Page 40193]]
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\9\
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\9\ 17 CFR 200.30-3(a)(12).
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Robert W. Errett,
Deputy Secretary.
[FR Doc. 2017-17907 Filed 8-23-17; 8:45 am]
BILLING CODE 8011-01-P