Self-Regulatory Organizations; LCH SA; Notice of Filing of Proposed Rule Change, Security-Based Swap Submission, or Advance Notice Relating to Wrong Way Risk Margin, 53536-53537 [2017-24784]
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53536
Federal Register / Vol. 82, No. 220 / Thursday, November 16, 2017 / Notices
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.19
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–24780 Filed 11–15–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–82043; File No. SR–LCH
SA–2017–009]
Self-Regulatory Organizations; LCH
SA; Notice of Filing of Proposed Rule
Change, Security-Based Swap
Submission, or Advance Notice
Relating to Wrong Way Risk Margin
November 9, 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 October
30, 2017, Banque Centrale de
Compensation, which conducts
business under the name LCH SA (‘‘LCH
SA’’), filed with the Securities and
Exchange Commission (‘‘Commission’’)
the proposed rule change described in
Items I, II, and III below, which Items
have been prepared primarily by LCH
SA. 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
LCH SA is proposing to amend its
Reference Guide: CDS Margin
Framework (‘‘CDSClear Margin
Framework’’ or ‘‘Framework’’) to adjust
the wrong way risk (‘‘WWR’’) margin
component of the Framework to more
appropriately address offsets between
currencies when calculating WWR
margin.
asabaliauskas on DSKBBXCHB2PROD with NOTICES
II. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
In its filing with the Commission,
LCH SA 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. LCH SA has prepared
summaries, set forth in sections A, B,
and C below, of the most significant
aspects of these statements.
19 17
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
VerDate Sep<11>2014
16:52 Nov 15, 2017
Jkt 244001
A. Clearing Agency’s Statement of the
Purpose of, and Statutory Basis for, the
Proposed Rule Change
1. Purpose
The WWR component of the
Framework is designed to cover the
anticipated financial contagion effect
that would arise in case of a clearing
member being declared in default. The
current WWR margin formula
acknowledges offsets as between
currencies by allowing offset between
WWR and right way risk (‘‘RWR’’).
Specifically, a WWR currency offset is
applied as the greater of: (x) the WWR
amount in Euros minus the RWR
amount in Euros, where non-Euro
amounts are converted to Euros using a
foreign exchange (‘‘FX’’) rate plus or
minus a haircut; and (y) the WWR
amount in Euros multiplied by 1 minus
a factor, which represents the
correlation between European and U.S.
financial institutions by calculating the
average historical cross correlation of
credit spreads on credit default swaps
(‘‘CDS’’) in respect of all pairs of
European and U.S. financial institutions
that are clearing members. Under the
current calculation, if one currency has
WWR and the other has RWR, LCH SA
would compare the WWR amount as
offset by the RWR to the WWR amount
as reduced by taking the correlation
factor into account and take the greater
of the two. As a result, either the full
amount of RWR is considered as
offsetting the WWR, or only a portion of
the WWR is taken into account without
any regard to the expected amount of
RWR.
LCH SA believes that it is appropriate
to consider the offset between the WWR
amount and RWR amount but it would
not be appropriate to apply the
correlation factor to discount the WWR
amount while also allowing the RWR to
offset the WWR amount to its full
extent. To be conservative, LCH SA
believes that it is appropriate to apply
the correlation factor to the RWR
amount when using RWR to offset the
WWR amount. Accordingly, LCH SA
proposes to modify the WWR currency
offset formula in the Framework to be
the greater of: (i) the WWR amount in
Euros, where such amounts are
converted to Euros using an FX rate plus
or minus a haircut, minus (ii) the RWR
amount multiplied by the 10-year
average historical correlation of credit
spreads on CDS in respect of European
and U.S. financial institutions; and zero.
As of April 2016, the 10-year average
historical correlation of credit spreads
on CDS in respect of European and U.S.
financial institutions was set to 48
percent.
PO 00000
Frm 00087
Fmt 4703
Sfmt 4703
Under this approach, RWR would
never completely offset WWR and
instead would be discounted based on
the average of observed correlations of
CDS credit spreads in respect of
European and U.S. financial
institutions. LCH SA believes that this
change rationalizes the WWR currency
offset and results in a more conservative
WWR margin calculation.
2. Statutory Basis
LCH SA believes that the proposed
rule change is consistent with the
requirements of Section 17A of the
Securities Exchange Act of 1934 3 (the
‘‘Act’’) and the regulations thereunder,
including the standards under Rule
17Ad–22(b)(1) and (2).4 Specifically, in
accordance with Section 17(A)(b)(3)(F),5
LCH SA believes that the proposed rule
change will assure the safeguarding of
securities and funds which are in the
custody or control of the clearing agency
or for which it is responsible, in that the
proposed rule change is designed to
rationalize the WWR currency offset and
more conservatively calculate the WWR
margin with respect to a clearing
member. Therefore, LCH SA believes
that the proposed rule change is
consistent with the requirement of
safeguarding securities and funds in
Section 17(A)(b)(3)(F) of the Act and the
requirements of maintaining margin and
limiting a clearing agency’s exposures to
potential losses from participants’
defaults under normal market
conditions in Rule 17Ad–22(b)(1) and
(2).6
Moreover, LCH SA believes that the
proposed rule change is consistent with
the requirements in Rule 17Ad–
22(e)(6).7 Rule 17Ad–22(e)(6)(i) and (v)
require a covered clearing agency that
provides central counterparty services
to cover its credit exposures to its
participants by establishing a risk-based
margin system that, among other things,
considers and produces margin levels
commensurate with, the risks and
particular attributes of each relevant
product, portfolio, and market, and uses
an appropriate method for measuring
credit exposure that accounts for
relevant product risk factors and
portfolio effects across products.8 WWR
is an important risk factor for clearing
CDS products. As noted above, the
proposed rule change rationalizes the
WWR currency offset and more
conservatively calculates WWR margin.
3 15
U.S.C. 78q–1.
CFR 240.17Ad–22(b)(1) and (2).
5 15 U.S.C. 78q–1(b)(3)(F).
6 17 CFR 240.17Ad–22(b)(1) and (2).
7 17 CFR 240.17Ad–22(e)(6).
8 17 CFR 240.17Ad–22(e)(6)(i) and (v).
4 17
E:\FR\FM\16NON1.SGM
16NON1
Federal Register / Vol. 82, No. 220 / Thursday, November 16, 2017 / Notices
Therefore, LCH SA believes that the
proposed rule change is consistent with
Rule 17Ad–22(e)(6)(i) and (v).
B. Clearing Agency’s Statement on
Burden on Competition
Section 17A(b)(3)(I) of the Act
requires that the rules of a clearing
agency not impose any burden on
competition not necessary or
appropriate in furtherance of the
purposes of the Act.9 LCH SA does not
believe that the proposed rule change
would impose burdens on competition
that are not necessary or appropriate in
furtherance of the purposes of the Act.
While the proposed rule change may
result in higher WWR margin charges on
participants, the revisions to the margin
methodology will uniformly apply
across all participants. In addition, as
stated above, the proposed rule change
is consistent with the applicable
requirements of the Act and is
appropriate in order to more
conservatively calculate WWR margin.
Therefore, LCH SA does not believe that
the proposed rule change imposes any
burden on competition that is not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Clearing Agency’s Statement on
Comments on the Proposed Rule
Change Received From Members,
Participants or Others
Written comments relating to the
proposed rule change have not been
solicited or received. LCH SA will
notify the Commission of any written
comments received by LCH SA.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
asabaliauskas on DSKBBXCHB2PROD with NOTICES
Within 45 days of the date of
publication of this notice in the Federal
Register or within such longer period
up to 90 days (i) as the Commission may
designate if it finds such longer period
to be appropriate and publishes its
reasons for so finding or (ii) as to which
the self-regulatory organization
consents, the Commission will:
(A) By order approve or disapprove
such proposed rule change, or
(B) institute proceedings to determine
whether the proposed rule change
should be 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.
9 15
U.S.C. 78q–1(b)(3)(I).
VerDate Sep<11>2014
16:52 Nov 15, 2017
Comments may be submitted by any of
the following methods:
SECURITIES AND EXCHANGE
COMMISSION
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–
LCH SA–2017–009 on the subject line.
[SEC File No. 270–173, OMB Control No.
3235–0178]
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–LCH SA–2017–009. 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 LCH SA and on LCH SA’s Web
site at https://www.lch.com/assetclasses/cdsclear.
All comments received will be posted
without change. Persons submitting
comments are cautioned that we do not
redact or edit personal identifying
information from comment submissions.
You should submit only information
that you wish to make available
publicly. All submissions should refer
to File Number SR–LCH SA–2017–009
and should be submitted on or before
December 7, 2017.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–24784 Filed 11–15–17; 8:45 am]
BILLING CODE 8011–01–P
10 17
Jkt 244001
53537
PO 00000
CFR 200.30–3(a)(12).
Frm 00088
Fmt 4703
Sfmt 4703
Proposed Collection; Comment
Request
Upon Written Request, Copies Available
From: Securities and Exchange
Commission, Office of FOIA Services,
100 F Street NE., Washington, DC
20549–2736
Extension:
Rule 31a–1
Notice is hereby given that, pursuant
to the Paperwork Reduction Act of 1995
(44 U.S.C. 3501–3520), the Securities
and Exchange Commission
(‘‘Commission’’) is soliciting comments
on the collections of information
summarized below. The Commission
plans to submit these existing
collections of information to the Office
of Management and Budget for
extension.
Rule 31a–1 (17 CFR 270.31a–1) under
the Investment Company Act of 1940
(the ‘‘Act’’) (15 U.S.C. 80a) is entitled
‘‘Records to be maintained by registered
investment companies, certain majorityowned subsidiaries thereof, and other
persons having transactions with
registered investment companies.’’ Rule
31a–1 requires registered investment
companies (‘‘funds’’), and every
underwriter, broker, dealer, or
investment adviser that is a majorityowned subsidiary of a fund, to maintain
and keep current accounts, books, and
other documents which constitute the
record forming the basis for financial
statements required to be filed pursuant
to section 31 of the Act (15 U.S.C. 80a–
30) and of the auditor’s certificates
relating thereto. The rule lists specific
records to be maintained by funds. The
rule also requires certain underwriters,
brokers, dealers, depositors, and
investment advisers to maintain the
records that they are required to
maintain under federal securities laws.
There are approximately 4,029
investment companies registered with
the Commission, all of which are
required to comply with rule 31a–1. For
purposes of determining the burden
imposed by rule 31a–1, the Commission
staff estimates that each fund is divided
into approximately four series, on
average, and that each series is required
to comply with the recordkeeping
requirements of rule 31a–1. Based on
conversations with fund representatives,
it is estimated that rule 31a–1 imposes
an average burden of approximately
1,750 hours annually per series for a
total of 7,000 annual hours per fund.
E:\FR\FM\16NON1.SGM
16NON1
Agencies
[Federal Register Volume 82, Number 220 (Thursday, November 16, 2017)]
[Notices]
[Pages 53536-53537]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-24784]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-82043; File No. SR-LCH SA-2017-009]
Self-Regulatory Organizations; LCH SA; Notice of Filing of
Proposed Rule Change, Security-Based Swap Submission, or Advance Notice
Relating to Wrong Way Risk Margin
November 9, 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 October 30, 2017, Banque Centrale de Compensation, which conducts
business under the name LCH SA (``LCH SA''), filed with the Securities
and Exchange Commission (``Commission'') the proposed rule change
described in Items I, II, and III below, which Items have been prepared
primarily by LCH SA. The Commission is publishing this notice to
solicit comments on the proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Clearing Agency's Statement of the Terms of Substance of the
Proposed Rule Change
LCH SA is proposing to amend its Reference Guide: CDS Margin
Framework (``CDSClear Margin Framework'' or ``Framework'') to adjust
the wrong way risk (``WWR'') margin component of the Framework to more
appropriately address offsets between currencies when calculating WWR
margin.
II. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
In its filing with the Commission, LCH SA 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. LCH SA has prepared summaries, set forth in sections A,
B, and C below, of the most significant aspects of these statements.
A. Clearing Agency's Statement of the Purpose of, and Statutory Basis
for, the Proposed Rule Change
1. Purpose
The WWR component of the Framework is designed to cover the
anticipated financial contagion effect that would arise in case of a
clearing member being declared in default. The current WWR margin
formula acknowledges offsets as between currencies by allowing offset
between WWR and right way risk (``RWR''). Specifically, a WWR currency
offset is applied as the greater of: (x) the WWR amount in Euros minus
the RWR amount in Euros, where non-Euro amounts are converted to Euros
using a foreign exchange (``FX'') rate plus or minus a haircut; and (y)
the WWR amount in Euros multiplied by 1 minus a factor, which
represents the correlation between European and U.S. financial
institutions by calculating the average historical cross correlation of
credit spreads on credit default swaps (``CDS'') in respect of all
pairs of European and U.S. financial institutions that are clearing
members. Under the current calculation, if one currency has WWR and the
other has RWR, LCH SA would compare the WWR amount as offset by the RWR
to the WWR amount as reduced by taking the correlation factor into
account and take the greater of the two. As a result, either the full
amount of RWR is considered as offsetting the WWR, or only a portion of
the WWR is taken into account without any regard to the expected amount
of RWR.
LCH SA believes that it is appropriate to consider the offset
between the WWR amount and RWR amount but it would not be appropriate
to apply the correlation factor to discount the WWR amount while also
allowing the RWR to offset the WWR amount to its full extent. To be
conservative, LCH SA believes that it is appropriate to apply the
correlation factor to the RWR amount when using RWR to offset the WWR
amount. Accordingly, LCH SA proposes to modify the WWR currency offset
formula in the Framework to be the greater of: (i) the WWR amount in
Euros, where such amounts are converted to Euros using an FX rate plus
or minus a haircut, minus (ii) the RWR amount multiplied by the 10-year
average historical correlation of credit spreads on CDS in respect of
European and U.S. financial institutions; and zero. As of April 2016,
the 10-year average historical correlation of credit spreads on CDS in
respect of European and U.S. financial institutions was set to 48
percent.
Under this approach, RWR would never completely offset WWR and
instead would be discounted based on the average of observed
correlations of CDS credit spreads in respect of European and U.S.
financial institutions. LCH SA believes that this change rationalizes
the WWR currency offset and results in a more conservative WWR margin
calculation.
2. Statutory Basis
LCH SA believes that the proposed rule change is consistent with
the requirements of Section 17A of the Securities Exchange Act of 1934
\3\ (the ``Act'') and the regulations thereunder, including the
standards under Rule 17Ad-22(b)(1) and (2).\4\ Specifically, in
accordance with Section 17(A)(b)(3)(F),\5\ LCH SA believes that the
proposed rule change will assure the safeguarding of securities and
funds which are in the custody or control of the clearing agency or for
which it is responsible, in that the proposed rule change is designed
to rationalize the WWR currency offset and more conservatively
calculate the WWR margin with respect to a clearing member. Therefore,
LCH SA believes that the proposed rule change is consistent with the
requirement of safeguarding securities and funds in Section
17(A)(b)(3)(F) of the Act and the requirements of maintaining margin
and limiting a clearing agency's exposures to potential losses from
participants' defaults under normal market conditions in Rule 17Ad-
22(b)(1) and (2).\6\
---------------------------------------------------------------------------
\3\ 15 U.S.C. 78q-1.
\4\ 17 CFR 240.17Ad-22(b)(1) and (2).
\5\ 15 U.S.C. 78q-1(b)(3)(F).
\6\ 17 CFR 240.17Ad-22(b)(1) and (2).
---------------------------------------------------------------------------
Moreover, LCH SA believes that the proposed rule change is
consistent with the requirements in Rule 17Ad-22(e)(6).\7\ Rule 17Ad-
22(e)(6)(i) and (v) require a covered clearing agency that provides
central counterparty services to cover its credit exposures to its
participants by establishing a risk-based margin system that, among
other things, considers and produces margin levels commensurate with,
the risks and particular attributes of each relevant product,
portfolio, and market, and uses an appropriate method for measuring
credit exposure that accounts for relevant product risk factors and
portfolio effects across products.\8\ WWR is an important risk factor
for clearing CDS products. As noted above, the proposed rule change
rationalizes the WWR currency offset and more conservatively calculates
WWR margin.
[[Page 53537]]
Therefore, LCH SA believes that the proposed rule change is consistent
with Rule 17Ad-22(e)(6)(i) and (v).
---------------------------------------------------------------------------
\7\ 17 CFR 240.17Ad-22(e)(6).
\8\ 17 CFR 240.17Ad-22(e)(6)(i) and (v).
---------------------------------------------------------------------------
B. Clearing Agency's Statement on Burden on Competition
Section 17A(b)(3)(I) of the Act requires that the rules of a
clearing agency not impose any burden on competition not necessary or
appropriate in furtherance of the purposes of the Act.\9\ LCH SA does
not believe that the proposed rule change would impose burdens on
competition that are not necessary or appropriate in furtherance of the
purposes of the Act. While the proposed rule change may result in
higher WWR margin charges on participants, the revisions to the margin
methodology will uniformly apply across all participants. In addition,
as stated above, the proposed rule change is consistent with the
applicable requirements of the Act and is appropriate in order to more
conservatively calculate WWR margin. Therefore, LCH SA does not believe
that the proposed rule change imposes any burden on competition that is
not necessary or appropriate in furtherance of the purposes of the Act.
---------------------------------------------------------------------------
\9\ 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 the proposed rule change have not been
solicited or received. LCH SA will notify the Commission of any written
comments received by LCH SA.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Within 45 days of the date of publication of this notice in the
Federal Register or within such longer period up to 90 days (i) as the
Commission may designate if it finds such longer period to be
appropriate and publishes its reasons for so finding or (ii) as to
which the self-regulatory organization consents, the Commission will:
(A) By order approve or disapprove such proposed rule change, or
(B) institute proceedings to determine whether the proposed rule
change should be 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-LCH SA-2017-009 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-LCH SA-2017-009. 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 LCH SA and on LCH
SA's Web site at https://www.lch.com/asset-classes/cdsclear.
All comments received will be posted without change. Persons
submitting comments are cautioned that we do not redact or edit
personal identifying information from comment submissions. You should
submit only information that you wish to make available publicly. All
submissions should refer to File Number SR-LCH SA-2017-009 and should
be submitted on or before December 7, 2017.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
---------------------------------------------------------------------------
\10\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017-24784 Filed 11-15-17; 8:45 am]
BILLING CODE 8011-01-P