Joint Industry Plan; Order Approving the Fourth Amendment to the Plan for the Purpose of Developing and Implementing Procedures Designed To Facilitate the Listing and Trading of Standardized Options, 58668-58670 [2017-26818]
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58668
Federal Register / Vol. 82, No. 238 / Wednesday, December 13, 2017 / Notices
period will allow the Commission and
the Exchange to continue to monitor the
Program for its potential effects on
public price discovery, and on the
broader market structure.
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 that is not
necessary or appropriate in furtherance
of the purposes of the Act. The
proposed rule change simply extends an
established pilot program for an
additional six months, thus allowing the
Retail Liquidity Program to enhance
competition for retail order flow and
contribute to the public price discovery
process.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
No written comments were solicited
or received with respect to the proposed
rule change.
sradovich on DSK3GMQ082PROD with NOTICES
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
The Exchange has filed the proposed
rule change pursuant to Section
19(b)(3)(A)(iii) of the Act 10 and Rule
19b–4(f)(6) thereunder.11 Because the
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
prior to 30 days from the date on which
it was filed, or such shorter time as the
Commission may designate, if
consistent with the protection of
investors and the public interest, the
proposed rule change has become
effective pursuant to Section 19(b)(3)(A)
of the Act and Rule 19b–4(f)(6)(iii)
thereunder.
A proposed rule change filed under
Rule 19b–4(f)(6) 12 normally does not
become operative prior to 30 days after
the date of the filing. However, pursuant
to Rule 19b–4(f)(6)(iii),13 the
Commission may designate a shorter
time if such action is consistent with the
protection of investors and the public
interest.
At any time within 60 days of the
filing of such proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
10 15
U.S.C. 78s(b)(3)(A)(iii).
CFR 240.19b–4(f)(6).
12 17 CFR 240.19b–4(f)(6).
13 17 CFR 240.19b–4(f)(6)(iii).
11 17
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18:53 Dec 12, 2017
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
under Section 19(b)(2)(B) 14 of the Act to
determine whether the proposed rule
change 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–
NYSE–2017–64 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–NYSE–2017–64. 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 website (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 website 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.
Persons submitting comments are
cautioned that we do not redact or edit
personal identifying information from
14 15
Jkt 244001
PO 00000
U.S.C. 78s(b)(2)(B).
Frm 00081
Fmt 4703
Sfmt 4703
comment submissions. You should
submit only information that you wish
to make available publicly.
All submissions should refer to File
Number SR–NYSE–2017–64 and should
be submitted on or before January 3,
2018.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.15
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2017–26821 Filed 12–12–17; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–82235; File No. 4–443]
Joint Industry Plan; Order Approving
the Fourth Amendment to the Plan for
the Purpose of Developing and
Implementing Procedures Designed To
Facilitate the Listing and Trading of
Standardized Options
December 7, 2017.
I. Introduction
On August 16, 2017, Chicago Board
Options Exchange, Incorporated (now
known as Cboe Exchange, Inc.), on
behalf of the BATS Exchange, Inc. (now
known as Cboe BZX Exchange, Inc.);
Box Options Exchange, LLC; C2
Exchange, Incorporated (now known as
Cboe C2 Exchange, Inc.); EDGX
Exchange, Inc. (now known as Cboe
EDGX Exchange, Inc.); Miami
International Securities Exchange, LLC;
MIAX PEARL, LLC; Nasdaq BX, Inc.;
Nasdaq GEMX, LLC; Nasdaq ISE, LLC;
Nasdaq MRX, LLC; Nasdaq Options
Market, LLC; Nasdaq PHLX, LLC; NYSE
American, LLC; NYSE Arca, Inc.; and
the Options Clearing Corporation
(‘‘OCC’’) (together, the ‘‘Plan
Sponsors’’), filed with the Securities
and Exchange Commission
(‘‘Commission’’ or ‘‘SEC’’) pursuant to
Section 11A(a)(3) of the Securities
Exchange Act of 1934 (‘‘Act’’) 1 and Rule
608 thereunder,2 a proposal to amend
the Plan for the Purpose of Developing
and Implementing Procedures Designed
to Facilitate the Listing and Trading of
Standardized Options (‘‘OLPP’’ or
‘‘Plan’’).3 The proposed amendment
(‘‘Amendment’’ or ‘‘Amendment No. 4’’)
15 17
CFR 200.30–3(a)(12).
U.S.C. 78k–1(a)(3).
2 17 CFR 242.608.
3 The full text of the OLPP is available at: https://
www.theocc.com/components/docs/clearing/
services/options_listing_procedures_plan.pdf. See
also Securities Exchange Act Release No. 44521, 66
FR 36809 (July 13, 2001) (order approving the
OLPP).
1 15
E:\FR\FM\13DEN1.SGM
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Federal Register / Vol. 82, No. 238 / Wednesday, December 13, 2017 / Notices
was published for comment in the
Federal Register on October 24, 2017.4
No comment letters were received in
response to the Notice. This order
approves proposed Amendment No. 4 to
the Plan.
II. Description of the Amendment
The Plan Sponsors propose to amend
the Plan to: (1) Change the earliest date
on which new January Long-term Equity
AnticiPation (‘‘LEAP’’) series on equity
options, options on Exchange Traded
Funds (‘‘ETF’’), or options on Trust
Issued Receipts (‘‘TIR’’) may be added to
a single date (from three separate
months); (2) allow equity, ETF, and TIR
option series to be added based on
trading after regular trading hours; (3)
make technical and procedural changes
to the certification processes for new
option classes and communication
provisions; and (4) correct a crossreferencing error in the Plan.5
sradovich on DSK3GMQ082PROD with NOTICES
III. Discussion and Commission
Findings
The Commission finds that the
Amendment is consistent with the
requirements of the Act and the rules
and regulations thereunder.
Specifically, the Commission finds that
the Amendment is consistent with
Section 11A(a)(1) of the Act 6 and Rule
608 thereunder 7 in that it is appropriate
in the public interest, for the protection
of investors and the maintenance of fair
and orderly markets, and that it removes
impediments to, and perfects the
mecahnsims of, a national market
system.
The Plan Sponsors propose to
consolidate the addition of new January
LEAP options series so that they all may
be added in September. Because the
addition of new January LEAP options
historically has been a manual process,
to avoid potential operational issues, the
Plan currently requires that the addition
of these LEAP options series take place
over three calendar months (September,
October, and November). The Plan
Sponsors state that today, however, new
January LEAP options now can be
added in bulk electronically and,
therefore, the operational concerns
relating to the historic manual process
have been alleviated. Thus, the Plan
Sponsors propose to consolidate the
addition of new January LEAP options
series so that they all may be added in
4 Securities Exchange Act Release No. 81893
(October 18, 2017), 82 FR 49249 (‘‘Notice’’).
5 See Notice, supra note 4, for a more detailed
description of the proposed changes.
6 15 U.S.C. 78k–1(a)(1).
7 17 CFR 240.608.
VerDate Sep<11>2014
18:53 Dec 12, 2017
Jkt 244001
September.8 The Plan Sponsors believe
that this change would simplify the
process for adding new January LEAP
options series because all new January
LEAP options would be made available
beginning at the same time. The
Commission believes that it is
appropriate in the public interest, for
the protection of investors, and the
maintenance of a fair and orderly
market to approve this change to the
timing of when January LEAP options
series may be added because it should
simplify and help clarify the process by
which new January LEAP options may
be added.
The Plan Sponsors also propose to
amend the Plan to add options series
based on trading of the underlying
securities after regular trading hours
(‘‘post-market’’), based on the most
recent share price reported by all
national securities exchanges between
3:15 p.m. and 5:00 p.m. CT. This change
would allow an options exchange to add
a new options series in response to postmarket trading activity the same day as
when the post-market trading occurred,
with the series available for trading on
the opening of the regular trading
session (i.e., 8:30 a.m. CT) of the options
markets the following trading day. The
Commission believes that it is
appropriate in the public interest, for
the protection of investors, and the
maintenance of a fair and orderly
market to approve this proposed change
because allowing options series to be
added based on post-market trading
should provide market participants with
earlier notice regarding what options
series will be available for trading the
following day, and should help to
enhance investors’ ability to plan their
options trading.
In addition, the Amendment proposes
to streamline the processes by which the
options exchanges seek to trade a new
option class. Currently, the OLPP
requires an options exchange to submit
a certificate containing certain specified
information to the OCC (‘‘Certificate’’)
when it seeks to trade an option class
that is not currently trading on another
registered options exchange or that has
not been previously certified for listing
and trading on any registered options
exchange. Because sometimes more than
one options exchange will submit a
Certificate to the OCC seeking to list and
trade the same selected option class, the
OLPP requires the OCC to determine
which Certificate was submitted first
8 Specifically, the Plan would be revised to move
the addition of the new January LEAP options to a
specific date no earlier than the Monday before the
September expiration. See Notice, supra note 4, at
49249.
PO 00000
Frm 00082
Fmt 4703
Sfmt 4703
58669
among all the Certificates it received,9
and then to notify the applicable
options exchanges of certain
information regarding the option.10 The
Amendment would require that, after
the OCC receives and processes a
Certificate from an options exchange,
the OCC would make publicly available
on its website the underlying security
name, options symbol, and all options
exchanges eligible to trade such option
class, instead of requiring the OCC to
send a customized email to each options
exchange. In addition, the OCC would
notify all options exchanges that the list
of option classes covered by such
Certificate is available on the OCC
website. The Plan Sponsors believe that
these changes would eliminate
administrative burdens for the OCC and
streamline the notification process,
while ensuring that all of the
information currently required to be
available to options exchanges would
continue to be available to them.
Therefore, for the reasons stated, the
Commission believes that it is
appropriate in the public interest, for
the protection of investors, and the
maintenance of a fair and orderly
market to approve these proposed
changes.
In addition, the Amendment would
allow Certificates and any associated
information and/or documentation to be
submitted to the OCC via electronic
means that is reasonably agreed upon by
the Plan Sponsors, rather than via
telefacsimile, as is currently required.
The proposed amendment would also
allow all other notices required under
the terms of the OLPP to be given
through ‘‘electronic mail or other
electronic means reasonably agreed
upon by the Plan Sponsors.’’ 11 Because
implementing these changes would
allow for more efficient processes for
certifications and communications
among Plan Sponsors, the Commission
believes that approving these changes is
9 Specifically, the Plan currently requires the OCC
to determine the options symbol, initial exercise
prices, expiration cycle, and position and exercise
limits for the selected option class as provided in
the Certificate that the OCC determined was first
submitted. Under the proposed amendment, the
OCC would remove the reference to ‘‘options
symbol’’ from this list as it is no longer necessary
because, with the implementation of the Options
Symbology Initiative in 2010, all options now
generally have the same symbol as the underlying
security and, as a result, conflicting options symbol
submissions is no longer an issue. See Notice, supra
note 4, at 49250.
10 The required information includes the options
symbol, initial exercise prices, expiration cycle, and
position and exercise limits for the selected option
class, as well as the identity of each options
exchange that has also submitted a Certificate to list
and trade the selected option class. See Notice,
supra note 4, at 49250–51.
11 See Section 5 of the Plan.
E:\FR\FM\13DEN1.SGM
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58670
Federal Register / Vol. 82, No. 238 / Wednesday, December 13, 2017 / Notices
appropriate in the public interest, for
the protection of investors, and the
maintenance of a fair and orderly
market.
Finally, the Plan Sponsors propose to
amend the Plan to make a nonsubstantive edit to correct an inaccurate
cross-reference to ‘‘Section 8’’ in Section
7(ii) of the Plan with ‘‘Section 9.’’ The
Commission believes that it is
appropriate in the public interest, for
the protection of investors and the
maintenance of a fair and orderly
market to approve this proposed change
because it will clarify and correct an
inaccuracy in the Plan.
For the reasons discussed above, the
Commission finds that Amendment No.
4 is consistent with Section 11A of the
Act 12 and Rule 608 thereunder.13
IV. Conclusion
It is therefore ordered, pursuant to
Section 11A of the Act,14 and Rule 608
thereunder,15 that Amendment No. 4 to
the OLPP (File No. 4–443) be, and
hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Eduardo Aleman,
Assistant Secretary.
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
Self-Regulatory Organizations; Nasdaq
ISE, LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Clarify the Application
of the Crossing Fee Cap
sradovich on DSK3GMQ082PROD with NOTICES
December 7, 2017.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
28, 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
U.S.C. 78k–1.
CFR 242.608.
14 15 U.S.C. 78k–1.
15 17 CFR 242.608.
16 17 CFR 200.30–3(a)(29).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
VerDate Sep<11>2014
18:53 Dec 12, 2017
Jkt 244001
The Exchange proposes to amend the
Exchange’s Schedule of Fees to clarify
the application of the Crossing Fee Cap.
The text of the proposed rule change
is available on the Exchange’s website at
https://ise.cchwallstreet.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.
1. Purpose
[Release No. 34–82229; File No. SR–ISE–
2017–95]
13 17
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
[FR Doc. 2017–26818 Filed 12–12–17; 8:45 am]
12 15
comments on the proposed rule change
from interested persons.
The purpose of the proposed rule
change is to provide greater clarity as to
the manner in which the Exchange
applies the Crossing Fee Cap.
By way of background, Crossing
Orders are contracts that are submitted
as part of a Facilitation, Solicitation,
PIM, Block or QCC Order. Crossing
Order fees are capped at $90,000 per
month per member on all Firm
Proprietary and Non-Nasdaq ISE Market
Maker transactions that are part of the
originating or contra side of a Crossing
Order.3 The following fees are not
included in the calculation of the
monthly Crossing Fee Cap: (1) Fees for
Responses to Crossing Orders; (2)
surcharge fees for licensed products and
the fees for index options as set forth in
Section I; and (3) service fee.4 The
3 Members that elect prior to the start of the
month to pay $65,000 per month will have these
crossing fees capped at that level instead. All
eligible volume from affiliated Members is
aggregated for purposes of the Crossing Fee Cap,
provided there is at least 75% common ownership
between the Members as reflected on each
Member’s Form BD, Schedule A.
4 A service fee of $0.00 per side applies to all
order types that are eligible for the fee cap. The
service fee does not apply once a Member reaches
PO 00000
Frm 00083
Fmt 4703
Sfmt 4703
manner in which the Exchange
calculates the Crossing Fee Cap is not
changing.
The Exchange proposes to make clear
how it attributes eligible volume for
purposes of the Crossing Fee Cap. The
Exchange proposes to add the following
language to the rule text, ‘‘For purposes
of the Crossing Fee Cap the Exchange
will attribute eligible volume to the ISE
Member on whose behalf the Crossing
Order was executed.’’ Only ISE
Members are subject to the Crossing Fee
Cap. This is the manner in which the
Exchange attributes eligible volume for
purposes of the Crossing Fee Cap today.
To provide greater transparency to the
Schedule of Fees, the Exchange
proposes to include this language in the
rule text. While the Exchange is not
aware of any confusion with respect to
this fee with its Members, the Exchange
believes this specificity will avoid any
confusion.
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 Sections 6(b)(4) and 6(b)(5)
of the Act,6 in particular, in that it
provides for the equitable allocation of
reasonable dues, fees, and other charges
among members and issuers and other
persons using any facility, and is not
designed to permit unfair
discrimination between customers,
issuers, brokers, or dealers.
The Exchange’s proposal to add the
clarifying language regarding the
Crossing Fee Cap to the Schedule of
Fees is reasonable because the proposed
rule text will bring greater clarity to the
manner in which the Exchange
attributes eligible volume for purposes
of the Crossing Fee Cap today and
applies the Crossing Fee Cap. The
calculation and the application of the
Crossing Fee Cap are not changing with
this proposal. This rule text is intended
to provide additional clarity to the
current rule to describe who benefits
from the volume for purposes of the
application of the cap.
The Exchange’s proposal to add the
clarifying language regarding the
Crossing Fee Cap to the Schedule of
Fees is equitable and not unfairly
discriminatory because the Exchange
the fee cap level and does apply to every contract
side above the fee cap. A Member who does not
reach the monthly fee cap will not be charged the
service fee. Once the fee cap is reached, the service
fee applies to eligible Firm Proprietary and NonNasdaq ISE market Maker orders in all Nasdaq ISE
products. The service fee is not calculated in
reaching the cap.
5 15 U.S.C. 78f(b).
6 15 U.S.C. 78f(b)(4) and (5).
E:\FR\FM\13DEN1.SGM
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Agencies
[Federal Register Volume 82, Number 238 (Wednesday, December 13, 2017)]
[Notices]
[Pages 58668-58670]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2017-26818]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-82235; File No. 4-443]
Joint Industry Plan; Order Approving the Fourth Amendment to the
Plan for the Purpose of Developing and Implementing Procedures Designed
To Facilitate the Listing and Trading of Standardized Options
December 7, 2017.
I. Introduction
On August 16, 2017, Chicago Board Options Exchange, Incorporated
(now known as Cboe Exchange, Inc.), on behalf of the BATS Exchange,
Inc. (now known as Cboe BZX Exchange, Inc.); Box Options Exchange, LLC;
C2 Exchange, Incorporated (now known as Cboe C2 Exchange, Inc.); EDGX
Exchange, Inc. (now known as Cboe EDGX Exchange, Inc.); Miami
International Securities Exchange, LLC; MIAX PEARL, LLC; Nasdaq BX,
Inc.; Nasdaq GEMX, LLC; Nasdaq ISE, LLC; Nasdaq MRX, LLC; Nasdaq
Options Market, LLC; Nasdaq PHLX, LLC; NYSE American, LLC; NYSE Arca,
Inc.; and the Options Clearing Corporation (``OCC'') (together, the
``Plan Sponsors''), filed with the Securities and Exchange Commission
(``Commission'' or ``SEC'') pursuant to Section 11A(a)(3) of the
Securities Exchange Act of 1934 (``Act'') \1\ and Rule 608
thereunder,\2\ a proposal to amend the Plan for the Purpose of
Developing and Implementing Procedures Designed to Facilitate the
Listing and Trading of Standardized Options (``OLPP'' or ``Plan'').\3\
The proposed amendment (``Amendment'' or ``Amendment No. 4'')
[[Page 58669]]
was published for comment in the Federal Register on October 24,
2017.\4\ No comment letters were received in response to the Notice.
This order approves proposed Amendment No. 4 to the Plan.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78k-1(a)(3).
\2\ 17 CFR 242.608.
\3\ The full text of the OLPP is available at: https://www.theocc.com/components/docs/clearing/services/options_listing_procedures_plan.pdf. See also Securities Exchange
Act Release No. 44521, 66 FR 36809 (July 13, 2001) (order approving
the OLPP).
\4\ Securities Exchange Act Release No. 81893 (October 18,
2017), 82 FR 49249 (``Notice'').
---------------------------------------------------------------------------
II. Description of the Amendment
The Plan Sponsors propose to amend the Plan to: (1) Change the
earliest date on which new January Long-term Equity AnticiPation
(``LEAP'') series on equity options, options on Exchange Traded Funds
(``ETF''), or options on Trust Issued Receipts (``TIR'') may be added
to a single date (from three separate months); (2) allow equity, ETF,
and TIR option series to be added based on trading after regular
trading hours; (3) make technical and procedural changes to the
certification processes for new option classes and communication
provisions; and (4) correct a cross-referencing error in the Plan.\5\
---------------------------------------------------------------------------
\5\ See Notice, supra note 4, for a more detailed description of
the proposed changes.
---------------------------------------------------------------------------
III. Discussion and Commission Findings
The Commission finds that the Amendment is consistent with the
requirements of the Act and the rules and regulations thereunder.
Specifically, the Commission finds that the Amendment is consistent
with Section 11A(a)(1) of the Act \6\ and Rule 608 thereunder \7\ in
that it is appropriate in the public interest, for the protection of
investors and the maintenance of fair and orderly markets, and that it
removes impediments to, and perfects the mecahnsims of, a national
market system.
---------------------------------------------------------------------------
\6\ 15 U.S.C. 78k-1(a)(1).
\7\ 17 CFR 240.608.
---------------------------------------------------------------------------
The Plan Sponsors propose to consolidate the addition of new
January LEAP options series so that they all may be added in September.
Because the addition of new January LEAP options historically has been
a manual process, to avoid potential operational issues, the Plan
currently requires that the addition of these LEAP options series take
place over three calendar months (September, October, and November).
The Plan Sponsors state that today, however, new January LEAP options
now can be added in bulk electronically and, therefore, the operational
concerns relating to the historic manual process have been alleviated.
Thus, the Plan Sponsors propose to consolidate the addition of new
January LEAP options series so that they all may be added in
September.\8\ The Plan Sponsors believe that this change would simplify
the process for adding new January LEAP options series because all new
January LEAP options would be made available beginning at the same
time. The Commission believes that it is appropriate in the public
interest, for the protection of investors, and the maintenance of a
fair and orderly market to approve this change to the timing of when
January LEAP options series may be added because it should simplify and
help clarify the process by which new January LEAP options may be
added.
---------------------------------------------------------------------------
\8\ Specifically, the Plan would be revised to move the addition
of the new January LEAP options to a specific date no earlier than
the Monday before the September expiration. See Notice, supra note
4, at 49249.
---------------------------------------------------------------------------
The Plan Sponsors also propose to amend the Plan to add options
series based on trading of the underlying securities after regular
trading hours (``post-market''), based on the most recent share price
reported by all national securities exchanges between 3:15 p.m. and
5:00 p.m. CT. This change would allow an options exchange to add a new
options series in response to post-market trading activity the same day
as when the post-market trading occurred, with the series available for
trading on the opening of the regular trading session (i.e., 8:30 a.m.
CT) of the options markets the following trading day. The Commission
believes that it is appropriate in the public interest, for the
protection of investors, and the maintenance of a fair and orderly
market to approve this proposed change because allowing options series
to be added based on post-market trading should provide market
participants with earlier notice regarding what options series will be
available for trading the following day, and should help to enhance
investors' ability to plan their options trading.
In addition, the Amendment proposes to streamline the processes by
which the options exchanges seek to trade a new option class.
Currently, the OLPP requires an options exchange to submit a
certificate containing certain specified information to the OCC
(``Certificate'') when it seeks to trade an option class that is not
currently trading on another registered options exchange or that has
not been previously certified for listing and trading on any registered
options exchange. Because sometimes more than one options exchange will
submit a Certificate to the OCC seeking to list and trade the same
selected option class, the OLPP requires the OCC to determine which
Certificate was submitted first among all the Certificates it
received,\9\ and then to notify the applicable options exchanges of
certain information regarding the option.\10\ The Amendment would
require that, after the OCC receives and processes a Certificate from
an options exchange, the OCC would make publicly available on its
website the underlying security name, options symbol, and all options
exchanges eligible to trade such option class, instead of requiring the
OCC to send a customized email to each options exchange. In addition,
the OCC would notify all options exchanges that the list of option
classes covered by such Certificate is available on the OCC website.
The Plan Sponsors believe that these changes would eliminate
administrative burdens for the OCC and streamline the notification
process, while ensuring that all of the information currently required
to be available to options exchanges would continue to be available to
them. Therefore, for the reasons stated, the Commission believes that
it is appropriate in the public interest, for the protection of
investors, and the maintenance of a fair and orderly market to approve
these proposed changes.
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\9\ Specifically, the Plan currently requires the OCC to
determine the options symbol, initial exercise prices, expiration
cycle, and position and exercise limits for the selected option
class as provided in the Certificate that the OCC determined was
first submitted. Under the proposed amendment, the OCC would remove
the reference to ``options symbol'' from this list as it is no
longer necessary because, with the implementation of the Options
Symbology Initiative in 2010, all options now generally have the
same symbol as the underlying security and, as a result, conflicting
options symbol submissions is no longer an issue. See Notice, supra
note 4, at 49250.
\10\ The required information includes the options symbol,
initial exercise prices, expiration cycle, and position and exercise
limits for the selected option class, as well as the identity of
each options exchange that has also submitted a Certificate to list
and trade the selected option class. See Notice, supra note 4, at
49250-51.
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In addition, the Amendment would allow Certificates and any
associated information and/or documentation to be submitted to the OCC
via electronic means that is reasonably agreed upon by the Plan
Sponsors, rather than via telefacsimile, as is currently required. The
proposed amendment would also allow all other notices required under
the terms of the OLPP to be given through ``electronic mail or other
electronic means reasonably agreed upon by the Plan Sponsors.'' \11\
Because implementing these changes would allow for more efficient
processes for certifications and communications among Plan Sponsors,
the Commission believes that approving these changes is
[[Page 58670]]
appropriate in the public interest, for the protection of investors,
and the maintenance of a fair and orderly market.
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\11\ See Section 5 of the Plan.
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Finally, the Plan Sponsors propose to amend the Plan to make a non-
substantive edit to correct an inaccurate cross-reference to ``Section
8'' in Section 7(ii) of the Plan with ``Section 9.'' The Commission
believes that it is appropriate in the public interest, for the
protection of investors and the maintenance of a fair and orderly
market to approve this proposed change because it will clarify and
correct an inaccuracy in the Plan.
For the reasons discussed above, the Commission finds that
Amendment No. 4 is consistent with Section 11A of the Act \12\ and Rule
608 thereunder.\13\
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\12\ 15 U.S.C. 78k-1.
\13\ 17 CFR 242.608.
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IV. Conclusion
It is therefore ordered, pursuant to Section 11A of the Act,\14\
and Rule 608 thereunder,\15\ that Amendment No. 4 to the OLPP (File No.
4-443) be, and hereby is, approved.
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\14\ 15 U.S.C. 78k-1.
\15\ 17 CFR 242.608.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(29).
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Eduardo Aleman,
Assistant Secretary.
[FR Doc. 2017-26818 Filed 12-12-17; 8:45 am]
BILLING CODE 8011-01-P