Self-Regulatory Organizations; Fixed Income Clearing Corporation; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Adopt the Interpretive Guidance With Respect to Watch List Consequences, 42396-42399 [2017-18936]
Download as PDF
mstockstill on DSK30JT082PROD with NOTICES
42396
Federal Register / Vol. 82, No. 172 / Thursday, September 7, 2017 / Notices
Party Fund); (ii) the Advisers; (iii) an
officer or director of the Advisers; (iv)
an Eligible Employee; or (v) an entity
(other than a Third Party Fund) in
which an Adviser entity acts as a
general partner or has a similar capacity
to control the sale or other disposition
of the entity’s securities. The
restrictions contained in this condition,
however, shall not be deemed to limit
or prevent the disposition of an
investment by an Affiliated Co-Investor
(i) to its direct or indirect wholly-owned
subsidiary, to any company (a ‘‘Parent’’)
of which the Affiliated Co-Investor is a
direct or indirect wholly-owned
subsidiary or to a direct or indirect
wholly-owned subsidiary of its Parent,
(ii) to immediate family members of the
Affiliated Co-Investor or a trust or other
investment vehicle established for any
Affiliated Co-Investor or any such
immediate family member, or (iii) when
the investment is comprised of
securities that are (a) listed on a national
securities exchange registered under
section 6 of the Exchange Act, (b) NMS
stocks pursuant to section 11A(a)(2) of
the Exchange Act and rule 600(a) of
Regulation NMS thereunder, (c)
government securities as defined in
section 2(a)(16) of the Act or other
securities that meet the definition of
‘‘Eligible Security’’ in rule 2a–7 under
the Act, or (d) listed or traded on any
foreign securities exchange or board of
trade that satisfies regulatory
requirements under the law of the
jurisdiction in which such foreign
securities exchange or board of trade is
organized similar to those that apply to
a national securities exchange or a
national market system for securities.
4. Each Partnership and its General
Partner will maintain and preserve, for
the life of each Series of the Partnership
and at least six years thereafter, such
accounts, books and other documents
constituting the record forming the basis
for the audited financial statements that
are to be provided to the Limited
Partners in the Partnership, and each
annual report of the Partnership
required to be sent to the Limited
Partners, and agree that all such records
will be subject to examination by the
Commission and its staff.13
5. Within 120 days after the end of
each fiscal year of each Partnership, or
as soon as practicable thereafter, the
General Partner of each Partnership will
send to each Limited Partner having an
Interest in the Partnership at any time
during the fiscal year then ended,
13 Each Partnership will preserve the accounts,
books and other documents required to be
maintained in an easily accessible place for the first
two years.
VerDate Sep<11>2014
17:42 Sep 06, 2017
Jkt 241001
Partnership financial statements audited
by the Partnership’s independent
accountants. At the end of each fiscal
year, the General Partner will make or
cause to be made a valuation of all of
the assets of the Partnership as of such
fiscal year end in a manner consistent
with customary practice with respect to
the valuation of assets of the kind held
by the Partnership. In addition, within
120 days after the end of each fiscal year
of each Partnership (or as soon as
practicable thereafter), the General
Partner will send a report to each person
who was a Limited Partner at any time
during the fiscal year then ended,
setting forth such tax information as
shall be necessary for the preparation by
the Limited Partner of that partner’s
federal and state income tax returns and
a report of the investment activities of
the Partnership during that fiscal year.
6. If a Partnership makes purchases or
sales from or to an entity affiliated with
the Partnership by reason of an officer,
director or employee of an Adviser
entity (i) serving as an officer, director,
general partner, manager or investment
adviser of the entity (other than an
entity that is an Aggregation Vehicle), or
(ii) having a 5% or more investment in
the entity, such individual will not
participate in the Partnership’s
determination of whether or not to effect
the purchase or sale.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–18930 Filed 9–6–17; 8:45 am]
BILLING CODE P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81511; File No. SR–FICC–
2017–019]
Self-Regulatory Organizations; Fixed
Income Clearing Corporation; Notice of
Filing and Immediate Effectiveness of
a Proposed Rule Change To Adopt the
Interpretive Guidance With Respect to
Watch List Consequences
August 31, 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
23, 2017, Fixed Income Clearing
Corporation (‘‘FICC’’) filed with the
Securities and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I, II and III
1 15
2 17
PO 00000
U.S.C. 78s(b)(1).
CFR 240.19b–4.
Frm 00128
Fmt 4703
Sfmt 4703
below, which Items have been primarily
prepared by the clearing agency. FICC
filed the proposed rule change pursuant
to Section 19(b)(3)(A) of the Act 3 and
Rule 19b–4(f)(1) thereunder.4 The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Clearing Agency’s Statement of the
Terms of Substance of the Proposed
Rule Change
The proposed rule change would
amend FICC’s Government Securities
Division (‘‘GSD’’) Rulebook (‘‘GSD
Rules’’) and Mortgage-Backed Securities
Division (‘‘MBSD’’) Clearing Rules
(‘‘MBSD Rules,’’ and collectively with
the GSD Rules, the ‘‘Rules’’) 5 in order
to adopt the Interpretive Guidance with
Respect to Watch List Consequences
(‘‘Interpretive Guidance’’), which would
provide guidance to members of GSD
and MBSD regarding placement on the
Watch List and its impact on their
respective Clearing Fund deposits as
well as other consequences.
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission, the
clearing agency included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
clearing agency has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of such statements.
(A) Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
1. Purpose
The proposed rule change would add
the Interpretive Guidance into the
Rules, which will provide guidance to
members of GSD and MBSD regarding
the Watch List and its impact on their
respective Clearing Fund deposits as
well as other possible consequences.
(i) Background
FICC occupies an important role in
the securities settlement system by
interposing itself through each of GSD
and MBSD as a central counterparty
3 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(1).
5 Capitalized terms not defined herein are defined
in the GSD Rules, available at www.dtcc.com/∼/
media/Files/Downloads/legal/rules/ficc_gov_
rules.pdf, and the MBSD Rules, available at
www.dtcc.com/∼/media/Files/Downloads/legal/
rules/ficc_mbsd_rules.pdf.
4 17
E:\FR\FM\07SEN1.SGM
07SEN1
Federal Register / Vol. 82, No. 172 / Thursday, September 7, 2017 / Notices
between members that are
counterparties to transactions accepted
for clearing by FICC, thereby reducing
the risks faced by its members. FICC’s
ability to guarantee settlement of these
transactions is dependent upon its risk
management, which is the means by
which it protects itself and its members
from the risks inherent in the settlement
process. The Watch List is one of the
risk management tools that FICC uses to
monitor default risks of its members on
an ongoing basis.6 A member could be
placed on the Watch List if its credit
rating derived from the Credit Risk
Rating Matrix is 5, 6 or 7,7 or if, based
on FICC’s consideration of relevant
factors, it is deemed by FICC to pose a
heightened risk to FICC and its
members.8 Being placed on the Watch
List may result in Clearing Fund-related
consequences as well as other
consequences under the Rules.
mstockstill on DSK30JT082PROD with NOTICES
(ii) Detailed Description of the Proposed
Rule Change
In order to provide members of GSD
and MBSD guidance regarding
placement on the Watch List and its
impact on their respective Clearing
Fund deposits and other consequences,
FICC is proposing to adopt the
Interpretive Guidance, as described
below.
FICC is also proposing to amend the
‘‘Watch List’’ definition in GSD Rule 1
(Definitions) and MBSD Rule 1
(Definitions), respectively, to add a
footnote referring to the Interpretive
Guidance for members’ ease of reference
when reviewing the Rules for Watch
List implications. The proposed
footnote would indicate to members that
being placed on the Watch List may
result in Clearing Fund-related
6 See Exchange Act Release Nos. 80734 (May 19,
2017), 82 FR 24177 (May 25, 2017) (SR–FICC–2017–
006), 80731 (May 19, 2017), 82 FR 24174 (May 25,
2017) (SR–FICC–2017–804).
7 The Credit Risk Rating Matrix generates credit
ratings for relevant members based on a 7-point
rating system, with ‘‘1’’ being the strongest credit
rating and ‘‘7’’ being the weakest credit rating.
8 Pursuant to GSD Rule 1, the term ‘‘Watch List’’
means ‘‘at any time and from time to time, the list
of Members whose credit ratings derived from the
Credit Risk Rating Matrix are 5, 6 or 7, as well as
members that, based on the Corporation’s
consideration of relevant factors, including those
set forth in Section 12(d) of Rule 3, are deemed by
the Corporation to pose heightened risk to the
Corporation and its Members.’’ GSD Rule 1,
Definitions.
Pursuant to MBSD Rule 1, the term ‘‘Watch List’’
means ‘‘at any time and from time to time, the list
of Members whose credit ratings derived from the
Credit Risk Rating Matrix are 5, 6 or 7, as well as
Members that, based on the Corporation’s
consideration of relevant factors, including those
set forth in Section 11(d) of Rule 3, are deemed by
the Corporation to pose heightened risk to the
Corporation and its Members.’’ MBSD Rule 1,
Definitions.
VerDate Sep<11>2014
17:42 Sep 06, 2017
Jkt 241001
consequences as well as other
consequences under the Rules and
would refer them to the Interpretive
Guidance in the Rules.
A. Clearing Fund-Related Consequences
for Members Placed on the Watch List
As proposed, the Interpretive
Guidance would provide details on
Clearing Fund-related consequences for
members of GSD and MBSD placed on
the Watch List, including additional
Clearing Fund deposits, restriction on
withdrawal of Excess Clearing Fund
Deposits, and non-waiver of minimal
Clearing Fund payment.
1. Additional Clearing Fund Deposits
Pursuant to Section 12(e) of GSD Rule
3 9 and Section 11(e) of MBSD Rule 3,10
FICC may require a GSD Netting
Member or an MBSD Clearing Member,
as applicable, that has been placed on
the Watch List to make and maintain a
deposit to the GSD Clearing Fund or
MBSD Clearing Fund, as applicable,
over and above the amount determined
in accordance with Section 2 of GSD
Rule 4 and Section 2 of MBSD Rule 4,
as applicable, or such higher amount as
the FICC Board may deem necessary for
the protection of FICC or other
members.
The determination of whether a
member that is on the Watch List should
be subject to an additional Clearing
Fund deposit is based on factors
determined to be relevant by FICC from
time to time, including:
a. The overall financial condition and
financial stability or volatility of the
GSD Netting Member or the MBSD
9 Section 12(e) of GSD Rule 3, in relevant parts,
states that ‘‘The Corporation may require a Netting
Member that has been placed on the Watch List to
make and maintain a deposit to the Clearing Fund
over and above the amount determined in
accordance with Section 2 of Rule 4 (which
additional deposit shall constitute a portion of the
Netting Member’s Required Fund Deposit), or such
higher amount as the Board may deem necessary for
the protection of the Corporation or other Members,
which higher amount may include, but is not
limited to, additional payments or deposits in any
form to offset potential risk to the Corporation and
its Members arising from activity submitted by such
Member.’’ GSD Rule 3, Ongoing Membership
Requirements.
10 Section 11(e) of MBSD Rule 3, in relevant parts,
states that ‘‘The Corporation may require a Clearing
Member that has been placed on the Watch List to
make and maintain a deposit to the Clearing Fund
over and above the amount determined in
accordance with Section 2 of Rule 4 (which
additional deposit shall constitute a portion of the
Clearing Member’s Required Fund Deposit), or such
higher amount as the Board may deem necessary for
the protection of the Corporation or other Members,
which higher amount may include, but is not
limited to, additional payments or deposits in any
form to offset potential risk to the Corporation and
its Members arising from activity submitted by such
Member.’’ MBSD Rule 3, Ongoing Membership
Requirements.
PO 00000
Frm 00129
Fmt 4703
Sfmt 4703
42397
Clearing Member, as applicable, which
may include a review of the member’s
credit rating/enhanced surveillance 11
history and outlook. For example, FICC
may require an additional Clearing
Fund deposit from a member that is
both rated a 7 on the Credit Risk Rating
Matrix as well as under enhanced
surveillance, or if the member’s credit
rating has deteriorated rapidly month
over month.
b. The liquidity arrangement, if any,
of the GSD Netting Member or the
MBSD Clearing Member, as applicable.
For example, FICC may require an
additional Clearing Fund deposit from a
member if FICC has concerns about the
member’s liquidity arrangement or if
FICC determines that the member has
insufficient liquidity resources when
compared to the volume of the
member’s clearing activities at FICC.
c. The Clearing Fund requirement
history, transaction volume trends,
simulated closeout results, stress test
results, backtest results and outstanding
positions of the GSD Netting Member or
the MBSD Clearing Member, as
applicable. For example, FICC may
require an additional Clearing Fund
deposit from a member that is on the
Watch List if a review of the member’s
activity level indicates that FICC or its
members could be exposed to losses
from the member’s activities.
d. Adverse news reports and/or
regulatory concerns relating to the GSD
Netting Member or the MBSD Clearing
Member, as applicable.
e. Any additional concerns relating to
the financial or operational condition of
the GSD Netting Member or the MBSD
Clearing Member, as applicable.
Additionally, pursuant to Section 2(a)
of MBSD Rule 4,12 FICC may impose an
Intraday Mark-to-Market Charge on a
MBSD Clearing Member that
11 FICC maintains an enhanced surveillance list
for membership monitoring. The enhanced
surveillance list is generally used when members
are undergoing drastic and unexpected changes in
their financial conditions or operational capabilities
and thus are deemed by FICC to be of the highest
risk level and/or warrant additional scrutiny due to
FICC’s ongoing concerns about these members.
12 Section 2(a) of MBSD Rule 4, in relevant parts,
states ‘‘on any Business Day, a Clearing Member
may become subject to an Intraday Mark-to-Market
Charge,’’ and the term ‘‘Intraday Mark-to-Market
Charge’’ as defined in MBSD Rule 1, in relevant
parts, provides that ‘‘the Corporation may, in its
discretion, collect the Intraday Mark-to-Market
Charge from a Clearing Member that experiences an
adverse Intraday Mark-to-Market change that . . .
exceeds a certain dollar threshold (‘‘Surveillance
Threshold’’)’’ and that ‘‘the Surveillance Threshold
is an amount between $1,000,000 and $50,000,000
that is set by the Corporation per Clearing Member
based on a Clearing Member’s rating as determined
by the Credit Risk Rating Matrix and/or a Clearing
Member’s Watch List status.’’ MBSD Rule 4,
Clearing Fund and Loss Allocation.
E:\FR\FM\07SEN1.SGM
07SEN1
42398
Federal Register / Vol. 82, No. 172 / Thursday, September 7, 2017 / Notices
experiences an adverse Intraday Markto-Market change that, among other
things, exceeds certain Surveillance
Thresholds. The Surveillance
Thresholds are set by FICC based on an
MBSD Clearing Member’s rating as
determined by the Credit Risk Rating
Matrix and/or its Watch List status.
Furthermore, pursuant to Section 2(g)
of MBSD Rule 4,13 FICC may subject a
MBSD Clearing Member to an intraday
VaR Charge if the MBSD Clearing
Member is on the Watch List; however,
FICC does not currently collect a VaR
Charge on an intraday basis from any
MBSD Clearing Members.
2. Restriction on Withdrawal of Excess
Clearing Fund Deposits
mstockstill on DSK30JT082PROD with NOTICES
Pursuant to Section 9 of GSD Rule 4 14
and Section 9 of MBSD Rule 4,15 FICC
may retain some or all of the Excess
Clearing Fund Deposit of a GSD Member
or an MBSD Member, as applicable,
who is on the Watch List.16
Nonetheless, FICC generally does not
retain the Excess Clearing Fund Deposit
of a Watch List member unless the
member fails to pay the Required Fund
Deposit within the required timeframes
established by FICC, or if FICC has a
concern that the member will not be
able to satisfy its obligation to FICC.
13 Section 2(g) of MBSD Rule 4, in relevant parts,
states ‘‘any VaR Charge may be collected on an
intra-day basis,’’ that ‘‘such intra-day VaR Charge
amount shall be based upon certain parameter
breaks defined by the Corporation from time to
time’’ and ‘‘qualitative factors including, but not
limited to, Watch List status and internal rating will
also be considered in the application of intraday
VaR Charge.’’ MBSD Rule 4, Clearing Fund and
Loss Allocation.
14 Section 9 of GSD Rule 4, in relevant parts,
states ‘‘at the discretion of the Corporation, some or
all of the Excess Clearing Fund Deposit may not be
returned . . . if the Member is on the Watch List.’’
GSD Rule 4, Clearing Fund and Loss Allocation.
15 Section 9 of MBSD Rule 4, in relevant parts,
states ‘‘at the discretion of the Corporation, some or
all of the Excess Clearing Fund Deposit may not be
returned . . . if the Member is on the Watch List.’’
MBSD Rule 4, Clearing Fund and Loss Allocation.
16 Pursuant to Section 9 of GSD Rule 4, FICC may
also retain some or all of the Excess Clearing Fund
Deposits of a GSD Member if FICC determines that
the GSD Member’s anticipated Funds-Only
Settlement Amounts or Net Settlement Positions in
the near future may reasonably be expected to be
materially different than those of the recent past.
GSD Rules, supra note 5.
Pursuant to Section 9 of MBSD Rule 4, FICC may
also retain some or all of the Excess Clearing Fund
Deposits of a MBSD Member if the MBSD Member
has an outstanding payment obligation to FICC, if
FICC determines that the MBSD Member’s
anticipated Cash Settlement Obligations, Pool Net
Obligations or Transactions over the next 90
calendar days may reasonably be expected to be
materially different than during the prior 90
calendar days. MBSD Rules, supra note 5.
VerDate Sep<11>2014
17:42 Sep 06, 2017
Jkt 241001
3. Non-Waiver of Minimal Clearing
Fund Payment
Pursuant to Section 2(a) of GSD Rule
4 17 and Section 2(c) of MBSD Rule 4,18
a GSD Member or an MBSD Member, as
applicable, is not required to make any
payment to its Clearing Fund on a given
day if the difference between the
amount of the GSD Member’s or the
MBSD Member’s, as applicable,
Required Fund Deposit as reported on
that day and the amount then on deposit
towards satisfaction thereof is less than
both (i) $250,000 and (ii) 25 percent of
the amount then on deposit, provided
that the GSD Member or the MBSD
Member, as applicable, is not on the
Watch List. As such, GSD Members and
MBSD Members that are on the Watch
List must satisfy all margin calls for
their respective Clearing Funds
regardless of the amount.
B. Other Consequences for GSD Netting
Members Placed on the Watch List
As proposed, the Interpretive
Guidance would also describe other
consequences that may affect GSD
Netting Members placed on the Watch
List.
Pursuant to Section 12(e) of GSD Rule
3,19 if a GSD Netting Member is on the
Watch List, FICC may (1) suspend the
GSD Netting Member’s right under the
GSD Rules to collect a Credit Forward
17 Section 2(a) of GSD Rule 4, in relevant parts,
states that ‘‘A Netting Member’s Required Fund
Deposit shall be reported daily, and payment shall
be due by the time specified in the Corporation’s
procedures; however, such payment shall not be
due on a given day if: (a) The difference between
the amount of a Member’s Required Fund Deposit
as reported on that day, and the amount then on
deposit towards satisfaction thereof is less than
both (i) $250,000, and (ii) 25 percent of the amount
then on deposit; and (b) the Member is not on the
Watch List. GSD Rule 4, Clearing Fund and Loss
Allocation.
18 Section 2(c) of MBSD Rule 4, in relevant parts,
states that ‘‘A Clearing Member’s Required Fund
Deposit shall be reported daily, and payment shall
be due by the time specified in the Corporation’s
procedures; however, such payment shall not be
due on a given day if: (a) The difference between
the amount of a Member’s Required Fund Deposit
as reported on that day and the amount then on
deposit towards satisfaction thereof is less than
both (i) $250,000, and (ii) 25 percent of the amount
then on deposit from the Clearing Member; and (b)
the Member is not on the Watch List.’’ MBSD Rule
4, Clearing Fund and Loss Allocation.
19 Section 12(e) of GSD Rule 3, in relevant parts,
states that ‘‘as regards a Netting Member that has
been placed on the Watch List by the Corporation,
the Corporation may suspend, during all or a
portion of the time period that such Member is on
the Watch List, its right under these Rules to collect
a Credit Forward Mark Adjustment Payment.
Moreover, if a Netting Member on the Watch List
has a Collateral Allocation Entitlement as the result
of its GCF Repo Transaction activity, the
Corporation may, in its sole discretion, maintain
possession of the securities and/or cash that
comprise such Collateral Allocation Entitlement.’’
GSD Rule 3, Ongoing Membership Requirements.
PO 00000
Frm 00130
Fmt 4703
Sfmt 4703
Mark Adjustment Payment during all or
a portion of the time period that the
GSD Netting Member is on the Watch
List and/or (2) maintain possession of
the securities and/or cash that comprise
the GSD Netting Member’s Collateral
Allocation Entitlement as the result of
its GCF Repo Transaction activity.
Nonetheless, FICC generally does not
retain these credits and/or entitlements
unless the GSD Netting Member fails to
pay the Required Fund Deposit within
the required timeframes established by
FICC, or if FICC has a concern that the
GSD Netting Member will not be able to
satisfy its obligation to FICC.
2. Statutory Basis
Section 17A(b)(3)(F) of the Act
requires, in part, that the Rules promote
the prompt and accurate clearance and
settlement of securities transactions.20
The proposed rule change would
provide additional transparency to FICC
members regarding placement on the
Watch List and its impact on their
respective Clearing Fund deposits as
well as other consequences. The
proposed rule change would also clarify
FICC’s current practices regarding the
assessment, collection and withholding
of related margin charges, credits and/
or entitlements. Accordingly, the
proposed rule change would ensure that
the Rules are transparent and clear,
which would enable all stakeholders to
readily understand their respective
rights and obligations in connection
with FICC’s clearance and settlement of
securities transactions. Therefore, FICC
believes that the proposed rule change
would promote the prompt and accurate
clearance and settlement of securities
transactions, consistent with Section
17A(b)(3)(F) of the Act.
Rule 17Ad–22(e)(23)(i) under the Act
requires, in part, that FICC establish,
implement, maintain and enforce
written policies and procedures
reasonably designed to provide for
publicly disclosing all relevant rules
and material procedures.21 Rule 17Ad–
22(e)(23)(ii) under the Act requires that
FICC establish, implement, maintain
and enforce written policies and
procedures reasonably designed to
provide sufficient information to enable
participants to identify and evaluate the
risks, fees, and other material costs they
incur by participating in FICC.22 The
proposed rule change enhances the
transparency in the Rules by describing
the impact that placement on the Watch
List could have on members’ respective
Clearing Fund deposits and other
20 15
U.S.C. 78q–1(b)(3)(F).
CFR 240.17Ad–22(e)(23)(i).
22 17 CFR 240.17Ad–22(e)(23)(ii).
21 17
E:\FR\FM\07SEN1.SGM
07SEN1
Federal Register / Vol. 82, No. 172 / Thursday, September 7, 2017 / Notices
consequences. By doing so, the
proposed rule change would provide for
the public disclosure of the rules and
procedures through which FICC
assesses, collects and withholds certain
margin charges, credits and/or
entitlements from members on the
Watch List. By providing information
regarding the assessment, collection and
withholding of certain margin charges
and other consequences of the Watch
List, the proposed rule change would
also enable FICC’s members to identify
and evaluate the risks and material costs
they incur by participating in FICC. As
such, FICC believes the proposed rule
change is consistent with Rule 17Ad–
22(e)(23)(i) and (ii) under the Act.23
(B) Clearing Agency’s Statement on
Burden on Competition
FICC does not believe that the
proposed rule change would impact
competition.24 The proposed rule
change provides interpretive guidance
with respect to existing Rules and
would increase the transparency of the
Rules regarding the Watch List and its
impact on FICC members’ respective
Clearing Fund deposits and other
consequences by clarifying FICC’s
current practices with respect to the
assessment, collection and withholding
of certain margin charges, credits and/
or entitlements from members on the
Watch List. The proposed rule change
would not change such current
practices. As such, FICC believes that
the proposed rule change will not
impact FICC members or have any
impact on competition.
mstockstill on DSK30JT082PROD with NOTICES
(C) Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants, or Others
Written comments relating to this
proposed rule change have not been
solicited or received. FICC will notify
the Commission of any written
comments received by FICC.
III. Date of Effectiveness of the
Proposed Rule Change, and Timing for
Commission Action
The foregoing rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act 25 and paragraph (f) of Rule
19b–4 thereunder.26 At any time within
60 days of the filing of the proposed rule
change, the Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
23 17
CFR 240.17Ad–22(e)(23)(i), (ii).
U.S.C. 78q–1(b)(3)(I).
25 15 U.S.C. 78s(b)(3)(A).
26 17 CFR 240.19b–4(f).
24 15
VerDate Sep<11>2014
17:42 Sep 06, 2017
Jkt 241001
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
FICC–2017–019 on the subject line.
Paper Comments
• Send paper comments in triplicate
to Secretary, Securities and Exchange
Commission, 100 F Street NE.,
Washington, DC 20549.
All submissions should refer to File
Number SR–FICC–2017–019. This file
number should be included on the
subject line if email is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for Web site viewing and
printing in the Commission’s Public
Reference Room, 100 F Street NE.,
Washington, DC 20549 on official
business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the
filing also will be available for
inspection and copying at the principal
office of FICC and on DTCC’s Web site
(https://dtcc.com/legal/sec-rulefilings.aspx). All comments received
will be posted without change; the
Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–FICC–
2017–019 and should be submitted on
or before September 28, 2017.
PO 00000
Frm 00131
Fmt 4703
Sfmt 4703
42399
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.27
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–18936 Filed 9–6–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–81510; File No. SR–
BatsBZX–2017–53]
Self-Regulatory Organizations; Bats
BZX Exchange, Inc.; Notice of Filing of
a Proposed Rule Change To List and
Trade Shares of the WisdomTree
CBOE Russell 2000 PutWrite Strategy
Fund, a Series of the WisdomTree
Trust, Under Rule 14.11(c)(3), Index
Fund Shares
August 31, 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
18, 2017, Bats BZX Exchange, Inc.
(‘‘Exchange’’ or ‘‘BZX’’) 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.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange filed a proposal to list
and trade shares of the WisdomTree
CBOE Russell 2000 PutWrite Strategy
Fund, a series of the WisdomTree Trust,
under Rule 14.11(c)(3) (‘‘Index Fund
Shares’’). The text of the proposed rule
change is available at the Exchange’s
Web site at www.bats.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
27 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
E:\FR\FM\07SEN1.SGM
07SEN1
Agencies
[Federal Register Volume 82, Number 172 (Thursday, September 7, 2017)]
[Notices]
[Pages 42396-42399]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-18936]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-81511; File No. SR-FICC-2017-019]
Self-Regulatory Organizations; Fixed Income Clearing Corporation;
Notice of Filing and Immediate Effectiveness of a Proposed Rule Change
To Adopt the Interpretive Guidance With Respect to Watch List
Consequences
August 31, 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 23, 2017, Fixed Income Clearing Corporation (``FICC'') filed
with the Securities and Exchange Commission (``Commission'') the
proposed rule change as described in Items I, II and III below, which
Items have been primarily prepared by the clearing agency. FICC filed
the proposed rule change pursuant to Section 19(b)(3)(A) of the Act \3\
and Rule 19b-4(f)(1) thereunder.\4\ The Commission is publishing this
notice to solicit comments on the proposed rule change from interested
persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(1).
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
The proposed rule change would amend FICC's Government Securities
Division (``GSD'') Rulebook (``GSD Rules'') and Mortgage-Backed
Securities Division (``MBSD'') Clearing Rules (``MBSD Rules,'' and
collectively with the GSD Rules, the ``Rules'') \5\ in order to adopt
the Interpretive Guidance with Respect to Watch List Consequences
(``Interpretive Guidance''), which would provide guidance to members of
GSD and MBSD regarding placement on the Watch List and its impact on
their respective Clearing Fund deposits as well as other consequences.
---------------------------------------------------------------------------
\5\ Capitalized terms not defined herein are defined in the GSD
Rules, available at www.dtcc.com/~/media/Files/Downloads/legal/
rules/ficc_gov_rules.pdf, and the MBSD Rules, available at
www.dtcc.com/~/media/Files/Downloads/legal/rules/
ficc_mbsd_rules.pdf.
---------------------------------------------------------------------------
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, the clearing agency included
statements concerning the purpose of and basis for the proposed rule
change and discussed any comments it received on the proposed rule
change. The text of these statements may be examined at the places
specified in Item IV below. The clearing agency has prepared summaries,
set forth in sections A, B, and C below, of the most significant
aspects of such statements.
(A) Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
The proposed rule change would add the Interpretive Guidance into
the Rules, which will provide guidance to members of GSD and MBSD
regarding the Watch List and its impact on their respective Clearing
Fund deposits as well as other possible consequences.
(i) Background
FICC occupies an important role in the securities settlement system
by interposing itself through each of GSD and MBSD as a central
counterparty
[[Page 42397]]
between members that are counterparties to transactions accepted for
clearing by FICC, thereby reducing the risks faced by its members.
FICC's ability to guarantee settlement of these transactions is
dependent upon its risk management, which is the means by which it
protects itself and its members from the risks inherent in the
settlement process. The Watch List is one of the risk management tools
that FICC uses to monitor default risks of its members on an ongoing
basis.\6\ A member could be placed on the Watch List if its credit
rating derived from the Credit Risk Rating Matrix is 5, 6 or 7,\7\ or
if, based on FICC's consideration of relevant factors, it is deemed by
FICC to pose a heightened risk to FICC and its members.\8\ Being placed
on the Watch List may result in Clearing Fund-related consequences as
well as other consequences under the Rules.
---------------------------------------------------------------------------
\6\ See Exchange Act Release Nos. 80734 (May 19, 2017), 82 FR
24177 (May 25, 2017) (SR-FICC-2017-006), 80731 (May 19, 2017), 82 FR
24174 (May 25, 2017) (SR-FICC-2017-804).
\7\ The Credit Risk Rating Matrix generates credit ratings for
relevant members based on a 7-point rating system, with ``1'' being
the strongest credit rating and ``7'' being the weakest credit
rating.
\8\ Pursuant to GSD Rule 1, the term ``Watch List'' means ``at
any time and from time to time, the list of Members whose credit
ratings derived from the Credit Risk Rating Matrix are 5, 6 or 7, as
well as members that, based on the Corporation's consideration of
relevant factors, including those set forth in Section 12(d) of Rule
3, are deemed by the Corporation to pose heightened risk to the
Corporation and its Members.'' GSD Rule 1, Definitions.
Pursuant to MBSD Rule 1, the term ``Watch List'' means ``at any
time and from time to time, the list of Members whose credit ratings
derived from the Credit Risk Rating Matrix are 5, 6 or 7, as well as
Members that, based on the Corporation's consideration of relevant
factors, including those set forth in Section 11(d) of Rule 3, are
deemed by the Corporation to pose heightened risk to the Corporation
and its Members.'' MBSD Rule 1, Definitions.
---------------------------------------------------------------------------
(ii) Detailed Description of the Proposed Rule Change
In order to provide members of GSD and MBSD guidance regarding
placement on the Watch List and its impact on their respective Clearing
Fund deposits and other consequences, FICC is proposing to adopt the
Interpretive Guidance, as described below.
FICC is also proposing to amend the ``Watch List'' definition in
GSD Rule 1 (Definitions) and MBSD Rule 1 (Definitions), respectively,
to add a footnote referring to the Interpretive Guidance for members'
ease of reference when reviewing the Rules for Watch List implications.
The proposed footnote would indicate to members that being placed on
the Watch List may result in Clearing Fund-related consequences as well
as other consequences under the Rules and would refer them to the
Interpretive Guidance in the Rules.
A. Clearing Fund-Related Consequences for Members Placed on the Watch
List
As proposed, the Interpretive Guidance would provide details on
Clearing Fund-related consequences for members of GSD and MBSD placed
on the Watch List, including additional Clearing Fund deposits,
restriction on withdrawal of Excess Clearing Fund Deposits, and non-
waiver of minimal Clearing Fund payment.
1. Additional Clearing Fund Deposits
Pursuant to Section 12(e) of GSD Rule 3 \9\ and Section 11(e) of
MBSD Rule 3,\10\ FICC may require a GSD Netting Member or an MBSD
Clearing Member, as applicable, that has been placed on the Watch List
to make and maintain a deposit to the GSD Clearing Fund or MBSD
Clearing Fund, as applicable, over and above the amount determined in
accordance with Section 2 of GSD Rule 4 and Section 2 of MBSD Rule 4,
as applicable, or such higher amount as the FICC Board may deem
necessary for the protection of FICC or other members.
---------------------------------------------------------------------------
\9\ Section 12(e) of GSD Rule 3, in relevant parts, states that
``The Corporation may require a Netting Member that has been placed
on the Watch List to make and maintain a deposit to the Clearing
Fund over and above the amount determined in accordance with Section
2 of Rule 4 (which additional deposit shall constitute a portion of
the Netting Member's Required Fund Deposit), or such higher amount
as the Board may deem necessary for the protection of the
Corporation or other Members, which higher amount may include, but
is not limited to, additional payments or deposits in any form to
offset potential risk to the Corporation and its Members arising
from activity submitted by such Member.'' GSD Rule 3, Ongoing
Membership Requirements.
\10\ Section 11(e) of MBSD Rule 3, in relevant parts, states
that ``The Corporation may require a Clearing Member that has been
placed on the Watch List to make and maintain a deposit to the
Clearing Fund over and above the amount determined in accordance
with Section 2 of Rule 4 (which additional deposit shall constitute
a portion of the Clearing Member's Required Fund Deposit), or such
higher amount as the Board may deem necessary for the protection of
the Corporation or other Members, which higher amount may include,
but is not limited to, additional payments or deposits in any form
to offset potential risk to the Corporation and its Members arising
from activity submitted by such Member.'' MBSD Rule 3, Ongoing
Membership Requirements.
---------------------------------------------------------------------------
The determination of whether a member that is on the Watch List
should be subject to an additional Clearing Fund deposit is based on
factors determined to be relevant by FICC from time to time, including:
a. The overall financial condition and financial stability or
volatility of the GSD Netting Member or the MBSD Clearing Member, as
applicable, which may include a review of the member's credit rating/
enhanced surveillance \11\ history and outlook. For example, FICC may
require an additional Clearing Fund deposit from a member that is both
rated a 7 on the Credit Risk Rating Matrix as well as under enhanced
surveillance, or if the member's credit rating has deteriorated rapidly
month over month.
---------------------------------------------------------------------------
\11\ FICC maintains an enhanced surveillance list for membership
monitoring. The enhanced surveillance list is generally used when
members are undergoing drastic and unexpected changes in their
financial conditions or operational capabilities and thus are deemed
by FICC to be of the highest risk level and/or warrant additional
scrutiny due to FICC's ongoing concerns about these members.
---------------------------------------------------------------------------
b. The liquidity arrangement, if any, of the GSD Netting Member or
the MBSD Clearing Member, as applicable. For example, FICC may require
an additional Clearing Fund deposit from a member if FICC has concerns
about the member's liquidity arrangement or if FICC determines that the
member has insufficient liquidity resources when compared to the volume
of the member's clearing activities at FICC.
c. The Clearing Fund requirement history, transaction volume
trends, simulated closeout results, stress test results, backtest
results and outstanding positions of the GSD Netting Member or the MBSD
Clearing Member, as applicable. For example, FICC may require an
additional Clearing Fund deposit from a member that is on the Watch
List if a review of the member's activity level indicates that FICC or
its members could be exposed to losses from the member's activities.
d. Adverse news reports and/or regulatory concerns relating to the
GSD Netting Member or the MBSD Clearing Member, as applicable.
e. Any additional concerns relating to the financial or operational
condition of the GSD Netting Member or the MBSD Clearing Member, as
applicable.
Additionally, pursuant to Section 2(a) of MBSD Rule 4,\12\ FICC may
impose an Intraday Mark-to-Market Charge on a MBSD Clearing Member that
[[Page 42398]]
experiences an adverse Intraday Mark-to-Market change that, among other
things, exceeds certain Surveillance Thresholds. The Surveillance
Thresholds are set by FICC based on an MBSD Clearing Member's rating as
determined by the Credit Risk Rating Matrix and/or its Watch List
status.
---------------------------------------------------------------------------
\12\ Section 2(a) of MBSD Rule 4, in relevant parts, states ``on
any Business Day, a Clearing Member may become subject to an
Intraday Mark-to-Market Charge,'' and the term ``Intraday Mark-to-
Market Charge'' as defined in MBSD Rule 1, in relevant parts,
provides that ``the Corporation may, in its discretion, collect the
Intraday Mark-to-Market Charge from a Clearing Member that
experiences an adverse Intraday Mark-to-Market change that . . .
exceeds a certain dollar threshold (``Surveillance Threshold'')''
and that ``the Surveillance Threshold is an amount between
$1,000,000 and $50,000,000 that is set by the Corporation per
Clearing Member based on a Clearing Member's rating as determined by
the Credit Risk Rating Matrix and/or a Clearing Member's Watch List
status.'' MBSD Rule 4, Clearing Fund and Loss Allocation.
---------------------------------------------------------------------------
Furthermore, pursuant to Section 2(g) of MBSD Rule 4,\13\ FICC may
subject a MBSD Clearing Member to an intraday VaR Charge if the MBSD
Clearing Member is on the Watch List; however, FICC does not currently
collect a VaR Charge on an intraday basis from any MBSD Clearing
Members.
---------------------------------------------------------------------------
\13\ Section 2(g) of MBSD Rule 4, in relevant parts, states
``any VaR Charge may be collected on an intra-day basis,'' that
``such intra-day VaR Charge amount shall be based upon certain
parameter breaks defined by the Corporation from time to time'' and
``qualitative factors including, but not limited to, Watch List
status and internal rating will also be considered in the
application of intraday VaR Charge.'' MBSD Rule 4, Clearing Fund and
Loss Allocation.
---------------------------------------------------------------------------
2. Restriction on Withdrawal of Excess Clearing Fund Deposits
Pursuant to Section 9 of GSD Rule 4 \14\ and Section 9 of MBSD Rule
4,\15\ FICC may retain some or all of the Excess Clearing Fund Deposit
of a GSD Member or an MBSD Member, as applicable, who is on the Watch
List.\16\ Nonetheless, FICC generally does not retain the Excess
Clearing Fund Deposit of a Watch List member unless the member fails to
pay the Required Fund Deposit within the required timeframes
established by FICC, or if FICC has a concern that the member will not
be able to satisfy its obligation to FICC.
---------------------------------------------------------------------------
\14\ Section 9 of GSD Rule 4, in relevant parts, states ``at the
discretion of the Corporation, some or all of the Excess Clearing
Fund Deposit may not be returned . . . if the Member is on the Watch
List.'' GSD Rule 4, Clearing Fund and Loss Allocation.
\15\ Section 9 of MBSD Rule 4, in relevant parts, states ``at
the discretion of the Corporation, some or all of the Excess
Clearing Fund Deposit may not be returned . . . if the Member is on
the Watch List.'' MBSD Rule 4, Clearing Fund and Loss Allocation.
\16\ Pursuant to Section 9 of GSD Rule 4, FICC may also retain
some or all of the Excess Clearing Fund Deposits of a GSD Member if
FICC determines that the GSD Member's anticipated Funds-Only
Settlement Amounts or Net Settlement Positions in the near future
may reasonably be expected to be materially different than those of
the recent past. GSD Rules, supra note 5.
Pursuant to Section 9 of MBSD Rule 4, FICC may also retain some
or all of the Excess Clearing Fund Deposits of a MBSD Member if the
MBSD Member has an outstanding payment obligation to FICC, if FICC
determines that the MBSD Member's anticipated Cash Settlement
Obligations, Pool Net Obligations or Transactions over the next 90
calendar days may reasonably be expected to be materially different
than during the prior 90 calendar days. MBSD Rules, supra note 5.
---------------------------------------------------------------------------
3. Non-Waiver of Minimal Clearing Fund Payment
Pursuant to Section 2(a) of GSD Rule 4 \17\ and Section 2(c) of
MBSD Rule 4,\18\ a GSD Member or an MBSD Member, as applicable, is not
required to make any payment to its Clearing Fund on a given day if the
difference between the amount of the GSD Member's or the MBSD Member's,
as applicable, Required Fund Deposit as reported on that day and the
amount then on deposit towards satisfaction thereof is less than both
(i) $250,000 and (ii) 25 percent of the amount then on deposit,
provided that the GSD Member or the MBSD Member, as applicable, is not
on the Watch List. As such, GSD Members and MBSD Members that are on
the Watch List must satisfy all margin calls for their respective
Clearing Funds regardless of the amount.
---------------------------------------------------------------------------
\17\ Section 2(a) of GSD Rule 4, in relevant parts, states that
``A Netting Member's Required Fund Deposit shall be reported daily,
and payment shall be due by the time specified in the Corporation's
procedures; however, such payment shall not be due on a given day
if: (a) The difference between the amount of a Member's Required
Fund Deposit as reported on that day, and the amount then on deposit
towards satisfaction thereof is less than both (i) $250,000, and
(ii) 25 percent of the amount then on deposit; and (b) the Member is
not on the Watch List. GSD Rule 4, Clearing Fund and Loss
Allocation.
\18\ Section 2(c) of MBSD Rule 4, in relevant parts, states that
``A Clearing Member's Required Fund Deposit shall be reported daily,
and payment shall be due by the time specified in the Corporation's
procedures; however, such payment shall not be due on a given day
if: (a) The difference between the amount of a Member's Required
Fund Deposit as reported on that day and the amount then on deposit
towards satisfaction thereof is less than both (i) $250,000, and
(ii) 25 percent of the amount then on deposit from the Clearing
Member; and (b) the Member is not on the Watch List.'' MBSD Rule 4,
Clearing Fund and Loss Allocation.
---------------------------------------------------------------------------
B. Other Consequences for GSD Netting Members Placed on the Watch List
As proposed, the Interpretive Guidance would also describe other
consequences that may affect GSD Netting Members placed on the Watch
List.
Pursuant to Section 12(e) of GSD Rule 3,\19\ if a GSD Netting
Member is on the Watch List, FICC may (1) suspend the GSD Netting
Member's right under the GSD Rules to collect a Credit Forward Mark
Adjustment Payment during all or a portion of the time period that the
GSD Netting Member is on the Watch List and/or (2) maintain possession
of the securities and/or cash that comprise the GSD Netting Member's
Collateral Allocation Entitlement as the result of its GCF Repo
Transaction activity. Nonetheless, FICC generally does not retain these
credits and/or entitlements unless the GSD Netting Member fails to pay
the Required Fund Deposit within the required timeframes established by
FICC, or if FICC has a concern that the GSD Netting Member will not be
able to satisfy its obligation to FICC.
---------------------------------------------------------------------------
\19\ Section 12(e) of GSD Rule 3, in relevant parts, states that
``as regards a Netting Member that has been placed on the Watch List
by the Corporation, the Corporation may suspend, during all or a
portion of the time period that such Member is on the Watch List,
its right under these Rules to collect a Credit Forward Mark
Adjustment Payment. Moreover, if a Netting Member on the Watch List
has a Collateral Allocation Entitlement as the result of its GCF
Repo Transaction activity, the Corporation may, in its sole
discretion, maintain possession of the securities and/or cash that
comprise such Collateral Allocation Entitlement.'' GSD Rule 3,
Ongoing Membership Requirements.
---------------------------------------------------------------------------
2. Statutory Basis
Section 17A(b)(3)(F) of the Act requires, in part, that the Rules
promote the prompt and accurate clearance and settlement of securities
transactions.\20\ The proposed rule change would provide additional
transparency to FICC members regarding placement on the Watch List and
its impact on their respective Clearing Fund deposits as well as other
consequences. The proposed rule change would also clarify FICC's
current practices regarding the assessment, collection and withholding
of related margin charges, credits and/or entitlements. Accordingly,
the proposed rule change would ensure that the Rules are transparent
and clear, which would enable all stakeholders to readily understand
their respective rights and obligations in connection with FICC's
clearance and settlement of securities transactions. Therefore, FICC
believes that the proposed rule change would promote the prompt and
accurate clearance and settlement of securities transactions,
consistent with Section 17A(b)(3)(F) of the Act.
---------------------------------------------------------------------------
\20\ 15 U.S.C. 78q-1(b)(3)(F).
---------------------------------------------------------------------------
Rule 17Ad-22(e)(23)(i) under the Act requires, in part, that FICC
establish, implement, maintain and enforce written policies and
procedures reasonably designed to provide for publicly disclosing all
relevant rules and material procedures.\21\ Rule 17Ad-22(e)(23)(ii)
under the Act requires that FICC establish, implement, maintain and
enforce written policies and procedures reasonably designed to provide
sufficient information to enable participants to identify and evaluate
the risks, fees, and other material costs they incur by participating
in FICC.\22\ The proposed rule change enhances the transparency in the
Rules by describing the impact that placement on the Watch List could
have on members' respective Clearing Fund deposits and other
[[Page 42399]]
consequences. By doing so, the proposed rule change would provide for
the public disclosure of the rules and procedures through which FICC
assesses, collects and withholds certain margin charges, credits and/or
entitlements from members on the Watch List. By providing information
regarding the assessment, collection and withholding of certain margin
charges and other consequences of the Watch List, the proposed rule
change would also enable FICC's members to identify and evaluate the
risks and material costs they incur by participating in FICC. As such,
FICC believes the proposed rule change is consistent with Rule 17Ad-
22(e)(23)(i) and (ii) under the Act.\23\
---------------------------------------------------------------------------
\21\ 17 CFR 240.17Ad-22(e)(23)(i).
\22\ 17 CFR 240.17Ad-22(e)(23)(ii).
\23\ 17 CFR 240.17Ad-22(e)(23)(i), (ii).
---------------------------------------------------------------------------
(B) Clearing Agency's Statement on Burden on Competition
FICC does not believe that the proposed rule change would impact
competition.\24\ The proposed rule change provides interpretive
guidance with respect to existing Rules and would increase the
transparency of the Rules regarding the Watch List and its impact on
FICC members' respective Clearing Fund deposits and other consequences
by clarifying FICC's current practices with respect to the assessment,
collection and withholding of certain margin charges, credits and/or
entitlements from members on the Watch List. The proposed rule change
would not change such current practices. As such, FICC believes that
the proposed rule change will not impact FICC members or have any
impact on competition.
---------------------------------------------------------------------------
\24\ 15 U.S.C. 78q-1(b)(3)(I).
---------------------------------------------------------------------------
(C) Clearing Agency's Statement on Comments on the Proposed Rule Change
Received From Members, Participants, or Others
Written comments relating to this proposed rule change have not
been solicited or received. FICC will notify the Commission of any
written comments received by FICC.
III. Date of Effectiveness of the Proposed Rule Change, and Timing for
Commission Action
The foregoing rule change has become effective pursuant to Section
19(b)(3)(A) of the Act \25\ and paragraph (f) of Rule 19b-4
thereunder.\26\ At any time within 60 days of the filing of the
proposed rule change, the Commission summarily may temporarily suspend
such rule change if it appears to the Commission that such action is
necessary or appropriate in the public interest, for the protection of
investors, or otherwise in furtherance of the purposes of the Act.
---------------------------------------------------------------------------
\25\ 15 U.S.C. 78s(b)(3)(A).
\26\ 17 CFR 240.19b-4(f).
---------------------------------------------------------------------------
IV. Solicitation of Comments
Interested persons are invited to submit written data, views and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-FICC-2017-019 on the subject line.
Paper Comments
Send paper comments in triplicate to Secretary, Securities
and Exchange Commission, 100 F Street NE., Washington, DC 20549.
All submissions should refer to File Number SR-FICC-2017-019. This file
number should be included on the subject line if email is used. To help
the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for Web site viewing and
printing in the Commission's Public Reference Room, 100 F Street NE.,
Washington, DC 20549 on official business days between the hours of
10:00 a.m. and 3:00 p.m. Copies of the filing also will be available
for inspection and copying at the principal office of FICC and on
DTCC's Web site (https://dtcc.com/legal/sec-rule-filings.aspx). All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-FICC-2017-019 and should be
submitted on or before September 28, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\27\
---------------------------------------------------------------------------
\27\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-18936 Filed 9-6-17; 8:45 am]
BILLING CODE 8011-01-P