Order Granting Application by NYSE National, Inc. for an Exemption Pursuant to Section 36(a) of the Exchange Act From the Rule Filing Requirements of Section 19(b) of the Exchange Act With Respect to Certain Rules Incorporated by Reference, 24362-24364 [2018-11226]
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24362
Federal Register / Vol. 83, No. 102 / Friday, May 25, 2018 / Notices
Dated: May 23, 2018.
Catherine Andrade,
Corporate Secretary, Overseas Private
Investment Corporation.
[FR Doc. 2018–11376 Filed 5–23–18; 11:15 am]
BILLING CODE 3210–01–P
POSTAL REGULATORY COMMISSION
[Docket Nos. MC2018–155 and CP2018–224]
New Postal Products
Postal Regulatory Commission.
Notice.
AGENCY:
ACTION:
SUMMARY: The Commission is noticing a
recent Postal Service filing for the
Commission’s consideration concerning
negotiated service agreements. This
notice informs the public of the filing,
invites public comment, and takes other
administrative steps.
DATES: Comments are due: May 29,
2018.
Submit comments
electronically via the Commission’s
Filing Online system at https://
www.prc.gov. Those who cannot submit
comments electronically should contact
the person identified in the FOR FURTHER
INFORMATION CONTACT section by
telephone for advice on filing
alternatives.
ADDRESSES:
FOR FURTHER INFORMATION CONTACT:
David A. Trissell, General Counsel, at
202–789–6820.
SUPPLEMENTARY INFORMATION:
Table of Contents
I. Introduction
II. Docketed Proceeding(s)
amozie on DSK3GDR082PROD with NOTICES1
Jkt 241001
BILLING CODE 7710–FW–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–83296]
Order Granting Application by NYSE
National, Inc. for an Exemption
Pursuant to Section 36(a) of the
Exchange Act From the Rule Filing
Requirements of Section 19(b) of the
Exchange Act With Respect to Certain
Rules Incorporated by Reference
May 21, 2018.
NYSE National, Inc. (‘‘NYSE
National’’ or ‘‘Exchange’’) has filed with
the Securities and Exchange
Commission (‘‘Commission’’) an
application for an exemption under
Section 36(a)(1) of the Securities
Exchange Act of 1934 (‘‘Exchange
PO 00000
Frm 00091
Act’’) 1 from the rule filing requirements
of Section 19(b) of the Exchange Act 2
with respect to certain rules of the
Financial Industry Regulatory
Authority, Inc. (‘‘FINRA’’) that the
Exchange seeks to incorporate by
reference.3 Section 36 of the Exchange
Act authorizes the Commission to
conditionally or unconditionally
exempt any person, security, or
transaction, or any class thereof, from
any provision of the Exchange Act or
rule thereunder, if necessary or
appropriate in the public interest and
consistent with the protection of
investors.
On May 17, 2018, the Commission
approved the Exchange’s proposed rule
change that would delete the Exchange’s
current rules and replace them with
rules to accommodate the re-launch of
trading on the Exchange through the
Pillar platform.4 Among other things,
the new rules include rules relating to
the obligations and business conduct of
the Exchange’s members, referred to as
ETP Holders.
NYSE National has requested,
pursuant to Rule 0–12 under the
Exchange Act,5 that the Commission
grant the Exchange an exemption from
the rule filing requirements of Section
19(b) of the Act for changes to those
Exchange rules that are effected solely
by virtue of a change to a crossreferenced FINRA rule, including
FINRA rules designated as NASD rules.6
Specifically, the Exchange requests that
it be permitted to incorporate by
reference changes made to each FINRA
rule (or series of rules, in the case of
FINRA’s Code of Arbitration Procedure)
that is cross-referenced in the following
1 15
[FR Doc. 2018–11282 Filed 5–24–18; 8:45 am]
The Commission gives notice that the
Postal Service has filed request(s) for the
Commission to consider matters related
to negotiated service agreement(s). The
requests(s) may propose the addition or
removal of a negotiated service
agreement from the market dominant or
the competitive product list, or the
modification of an existing product
currently appearing on the market
dominant or the competitive product
list.
Section II identifies the docket
number(s) associated with each Postal
Service request, the title of each Postal
Service request, the request’s acceptance
date, and the authority cited by the
Postal Service for each request. For each
request, the Commission appoints an
officer of the Commission to represent
the interests of the general public in the
proceeding, pursuant to 39 U.S.C. 505
(Public Representative). Section II also
18:28 May 24, 2018
II. Docketed Proceeding(s)
1. Docket No(s).: MC2018–155 and
CP2018–224; Filing Title: USPS Request
to Add First-Class Package Service
Contract 93 to Competitive Product List
and Notice of Filing Materials Under
Seal; Filing Acceptance Date: May 21,
2018; Filing Authority: 39 U.S.C. 3642
and 39 CFR 3020.30 et seq.; Public
Representative: Christopher C. Mohr;
Comments Due: May 29, 2018.
This notice will be published in the
Federal Register.
Stacy L. Ruble,
Secretary.
I. Introduction
VerDate Sep<11>2014
establishes comment deadline(s)
pertaining to each request.
The public portions of the Postal
Service’s request(s) can be accessed via
the Commission’s website (https://
www.prc.gov). Non-public portions of
the Postal Service’s request(s), if any,
can be accessed through compliance
with the requirements of 39 CFR
3007.40.
The Commission invites comments on
whether the Postal Service’s request(s)
in the captioned docket(s) are consistent
with the policies of title 39. For
request(s) that the Postal Service states
concern market dominant product(s),
applicable statutory and regulatory
requirements include 39 U.S.C. 3622, 39
U.S.C. 3642, 39 CFR part 3010, and 39
CFR part 3020, subpart B. For request(s)
that the Postal Service states concern
competitive product(s), applicable
statutory and regulatory requirements
include 39 U.S.C. 3632, 39 U.S.C. 3633,
39 U.S.C. 3642, 39 CFR part 3015, and
39 CFR part 3020, subpart B. Comment
deadline(s) for each request appear in
section II.
Fmt 4703
Sfmt 4703
U.S.C. 78mm(a)(1).
U.S.C. 78s(b).
3 See Letter from Elizabeth K. King, General
Counsel and Corporate Secretary, New York Stock
Exchange, to Brent J. Fields, Secretary, Commission,
dated May 18, 2018 (‘‘Exemptive Request’’). The
Exchange submitted the Exemptive Request in
connection with a proposed rule change, in
connection with the re-launch of trading on NYSE
National on the Pillar trading platform. The
proposal, as amended by Amendment No. 1, which
was filed by the Exchange on May 16, 2018,
includes: (1) Amendments to Article V, Sections
5.01 and 5.8 of the Fourth Amended and Restated
Bylaws of NYSE National (‘‘Bylaws’’); (2) new rules
based on the rules of the Exchange’s affiliates
relating to (a) trading securities on an unlisted
trading privileges basis (Rule 5), (b) trading on the
Pillar trading platform (Rules 1 and 7), (c)
disciplinary rules (Rule 10), and (d) administration
of the Exchange (Rules 3, 12 and 13); (3) rule
changes that renumber and update current
Exchange rules relating to (a) membership (Rule 2),
(b) order audit trail requirements (Rule 6), and (c)
trading practices (Rule 11); and (4) deletion of
Chapters I–XVI and the rules contained therein.
4 See Securities Exchange Act Release No. 83289
(May 17, 2018).
5 17 CFR 240.0–12.
6 See Exemptive Request, supra note 3, at 1–2.
2 15
E:\FR\FM\25MYN1.SGM
25MYN1
Federal Register / Vol. 83, No. 102 / Friday, May 25, 2018 / Notices
proposed NYSE National Rules, without
the need for the Exchange to file
separately the same proposed rule
changes pursuant to Section 19(b) of the
Act: 7
• Rule 2.2 (Obligations of ETP
Holders and the Exchange) crossreferences NASD Rule 1032(f)(1),
• Rule 6.7440 (Recording of Order
Information) cross-references FINRA
Rule 7740,
• Rule 6.7450 (Order Data
Transmission Requirements) crossreferences FINRA Rule 7450,
• Rule 11.2111 (Suitability) crossreferences FINRA Rule 2111,
• Rule 11.2210 (Communications
with the Public) cross-references FINRA
Rule 2210 (except FINRA Rule 2210(c)),
• Rule 11.2232 (Customer
Confirmations) cross-references FINRA
Rule 2232,
• Rule 11.3310 (Anti-Money
Laundering Compliance Program) crossreferences FINRA Rule 3310,
• Rule 11.5320 (Prohibition Against
Trading Ahead of Customer Orders)
cross-references FINRA Rule 5310,
• Rule 11.5320 Commentary .01
(Large Orders and Institutional Account
Exceptions) cross-references FINRA
Rule 4512(c), and
• Rule 12 (Code of Arbitration
Procedure for Customer and Industry
Disputes) cross-references the 12000
and the 13000 Series of the FINRA Code
of Arbitration and FINRA Rule 2268.
The Exchange states that the direct
incorporations by reference of FINRA
rules, certain of which are regulatory in
nature,8 are intended to be a
comprehensive integration of the
relevant FINRA rules into NYSE
National’s rules.9 The Exchange
represents that, as a condition to the
requested exemption from Section 19(b)
of the Act, the Exchange agrees to
provide written notice to its members
whenever FINRA proposes a change to
a cross-referenced rule.10 Such notice
will alert Exchange members to the
proposed rule change and give them an
amozie on DSK3GDR082PROD with NOTICES1
7 Id.
8 The Exchange represents that the FINRA rules
proposed to be incorporated by reference are not
trading rules. In addition, the Exchange notes that
several other self-regulatory organizations (‘‘SROs’’)
incorporate by reference certain regulatory rules of
another SRO and have received from the
Commission similar exemptions from Section 19(b)
of the Exchange Act. See Exemptive Request, supra
note 3, at 2, n. 5.
9 See Exemptive Request, supra note 3, at 2–3.
10 See Exemptive Request, supra note 3, at 3. The
Exchange represents that it will provide such notice
via a posting on the same website location where
the Exchange will post its own rule filings pursuant
to Rule 19b–4(1) within the time frame required by
such Rule. The website posting will include a link
to the location on FINRA’s website where the
applicable proposed rule change is posted. Id.
VerDate Sep<11>2014
18:28 May 24, 2018
Jkt 241001
opportunity to comment on the
proposal. The Exchange further
represents that it will inform members
in writing when the Commission
approves any such proposed rule
changes.11
According to the Exchange, this
exemption is necessary and appropriate
because it would result in the
Exchange’s rules being consistent with
the relevant cross-referenced FINRA
rules at all times, thus ensuring
identical regulation of joint members of
the Exchange and FINRA with respect to
such rules. Without such an exemption,
joint members of the Exchange and
FINRA could be subject to two different
standards.12 Moreover, the Exchange
believes that by incorporating the abovereferenced FINRA rules in the
Exchange’s rulebook as rules of the
Exchange, the exemption would ensure
consistent regulation of Exchange ETP
Holders that are not FINRA members
and Exchange ETP Holders that are
FINRA members.13 In addition, the
Exchange believes that the exemption
would ensure consistency between
certain Exchange and FINRA rules that
are covered by the Exchange’s
regulatory services agreement (‘‘RSA’’)
with FINRA, which would facilitate
FINRA’s provision of services to the
Exchange under the RSA within the
scope of those rules.14
The Commission has issued
exemptions similar to the Exchange’s
request.15 In granting one such
11 See
12 See
Exemptive Request, supra note 3, at 3.
Exemptive Request, supra note 3, at 2.
13 Id.
14 Id.
15 See, e.g., Securities Exchange Act Release Nos.
83040 (April 12, 2018), 75 FR 17198 (April 18,
2018)(order granting MIAX PEARL, LLC’s
exemptive request relating to rules of the Miami
International Securities Exchange, LLC
incorporated by reference); 76998 (January 29,
2016), 81 FR 6066, 6083–84 (February 4, 2016)
(order granting application for registration as a
national securities exchange of ISE Mercury, LLC
(now known as Nasdaq MRX, LLC) and exemptive
request relating to rules of the International
Securities Exchange, LLC (now known as Nasdaq
ISE, LLC) (‘‘ISE’’) incorporated by reference,
including index options rules); 70050 (July 26,
2013), 78 FR 46622, 46642 (August 1, 2013) (order
granting application for registration as a national
securities exchange of Topaz Exchange, LLC (now
known as Nasdaq GEMX, LLC) and exemptive
request relating to rules of ISE incorporated by
reference, including index options rules); 61152
(December 10, 2009), 74 FR 66699, 66709–10
(December 16, 2009) (order granting application for
registration as a national securities exchange of C2
Options Exchange, Incorporated (‘‘C2’’) and
exemptive request relating to rules of the Chicago
Board Options Exchange, Incorporated (‘‘CBOE’’)
incorporated by reference, including index options
rules). See also, e.g., Securities Exchange Act
Release No. 61534 (February 18, 2010), 75 FR 8760
(February 25, 2010) (order granting BATS Exchange,
Inc.’s exemptive request relating to rules
incorporated by reference by the BATS Exchange
PO 00000
Frm 00092
Fmt 4703
Sfmt 4703
24363
exemption in 2010, the Commission
repeated a prior, 2004 Commission
statement that it would consider similar
future exemption requests from other
SROs, provided that:
• An SRO wishing to incorporate
rules of another SRO by reference has
submitted a written request for an order
exempting it from the requirement in
Section 19(b) of the Exchange Act to file
proposed rule changes relating to the
rules incorporated by reference, has
identified the applicable originating
SRO(s), together with the rules it wants
to incorporate by reference, and
otherwise has complied with the
procedural requirements set forth in the
Commission’s release governing
procedures for requesting exemptive
orders pursuant to Rule 0–12 under the
Exchange Act;16
• The incorporating SRO has
requested incorporation of categories of
rules (rather than individual rules
within a category) that are not trading
rules (e.g., the SRO has requested
incorporation of rules such as margin,
suitability, or arbitration); and
• The incorporating SRO has
reasonable procedures in place to
provide written notice to its members
each time a change is proposed to the
incorporated rules of another SRO.17
The Commission believes that the
Exchange has satisfied each of these
conditions. The Commission also
believes that granting the Exchange an
exemption from the rule filing
requirements under Section 19(b) of the
Exchange Act will promote efficient use
of Commission and Exchange resources
by avoiding duplicative rule filings
based on simultaneous changes to
identical rule text sought by more than
one SRO.18 The Commission therefore
finds it appropriate in the public
interest and consistent with the
protection of investors to exempt the
Exchange from the rule filing
requirements under Section 19(b) of the
Exchange Act with respect to the abovedescribed rules it has incorporated by
reference. This exemption is
conditioned upon the Exchange
Options Market rules) (‘‘BATS Options Market
Order’’).
16 See 17 CFR 240.0–12 and Securities Exchange
Act Release No. 39624 (February 5, 1998), 63 FR
8101 (February 18, 1998) (‘‘Commission Procedures
for Filing Applications for Orders for Exemptive
Relief Pursuant to Section 36 of the Exchange Act;
Final Rule’’).
17 See BATS Options Market Order, supra note 15
(citing Securities Exchange Act Release No. 49260
(February 17, 2004), 69 FR 8500 (February 24, 2004)
(order granting exemptive request relating to rules
incorporated by reference by several SROs) (‘‘2004
Order’’)).
18 See BATS Options Market Order, supra note
15, 75 FR at 8761; see also 2004 Order, supra note
17, 69 FR at 8502.
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24364
Federal Register / Vol. 83, No. 102 / Friday, May 25, 2018 / Notices
promptly providing written notice to its
members whenever FINRA changes a
rule that the Exchange has incorporated
by reference.
Accordingly, it is ordered, pursuant to
Section 36 of the Exchange Act,19 that
the Exchange is exempt from the rule
filing requirements of Section 19(b) of
the Exchange Act solely with respect to
changes to the rules identified in its
request that incorporate by reference
certain FINRA rules that are the result
of changes to such FINRA rules,
provided that the Exchange promptly
provides written notice to its members
whenever FINRA proposes to change a
rule that the Exchange has incorporated
by reference.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.20
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2018–11226 Filed 5–24–18; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–83295; File No. SR–Phlx–
2018–39]
Self-Regulatory Organizations; Nasdaq
PHLX LLC; Notice of Filing and
Immediate Effectiveness of Proposed
Rule Change To Amend Sections I and
II of the Pricing Schedule
May 21, 2018.
amozie on DSK3GDR082PROD with NOTICES1
Pursuant to Section 19(b)(1) 1 of the
Securities Exchange Act of 1934
(‘‘Act’’) 2 and Rule 19b–4 thereunder,3
notice is hereby given that on May 10,
2018, Nasdaq PHLX LLC (‘‘Phlx’’ or
‘‘Exchange’’) 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
prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Phlx’s Pricing Schedule at Section I,
entitled ‘‘Rebates and Fees for Adding
and Removing Liquidity in SPY,’’ and
Section II, entitled ‘‘Multiply Listed
Options Fees (Includes options
U.S.C. 78mm.
CFR 200.30–3(a)(76).
1 15 U.S.C. 78s(b)(1).
2 15 U.S.C. 78a.
3 17 CFR 240.19b–4.
20 17
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18:28 May 24, 2018
Jkt 241001
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
Exchange included statements
concerning the purpose of and basis for
the proposed rule change and discussed
any comments it received on the
proposed rule change. The text of these
statements may be examined at the
places specified in Item IV below. The
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
SECURITIES AND EXCHANGE
COMMISSION
19 15
overlying equities, ETFs, ETNs and
indexes which are Multiply Listed).’’
The text of the proposed rule change
is available on the Exchange’s website at
https://nasdaqphlx.cchwallstreet.com/,
at the principal office of the Exchange,
and at the Commission’s Public
Reference Room.
1. Purpose
The Exchange proposes to amend
Phlx’s Pricing Schedule at Section I,
entitled ‘‘Rebates and Fees for Adding
and Removing Liquidity in SPY,’’ and
Section II, entitled ‘‘Multiply Listed
Options Fees (Includes options
overlying equities, ETFs, ETNs and
indexes which are Multiply Listed).’’
Specifically, the Exchange proposes to
amend a surcharge in Section I, Part B,
which applies to options overlying SPY
as well as a surcharge in Section II
related to Complex Orders in order to
further reduce the costs to the Exchange
of such transactions. Each surcharge
amendment is described below in more
detail.
Section I, Part B
The Exchange proposes to amend
Section I, Part B to amend Complex
Order 4 fees for SPY. The Exchange
proposes to increase a surcharge of
$0.05 per contract, which is currently
assessed to Customers 5 when executing
4 A Complex Order is an order involving the
simultaneous purchase and/or sale of two or more
different options series in the same underlying
security, priced as a net debit or credit based on the
relative prices of the individual components, for the
same account, for the purpose of executing a
particular investment strategy. See Phlx Rule 1098.
5 The term ‘‘Customer’’ applies to any transaction
that is identified by a member or member
organization for clearing in the Customer range at
The Options Clearing Corporation which is not for
the account of a broker or dealer or for the account
of a ‘‘Professional’’ (as that term is defined in Rule
1000(b)(14)).
PO 00000
Frm 00093
Fmt 4703
Sfmt 4703
the individual components of their
Complex Orders in SPY against Market
Maker 6 or Specialist 7 quotes that are
resting on the Simple Order Book.
Today, Customers submit Complex
Orders to the Exchange because often,
Customers are able to execute such
Complex Orders immediately by
executing the individual components
thereof through interactions with
Market Maker and Specialist quotes that
rest on the Exchange’s Simple Order
Book. These Customers benefit from not
having to wait for counterparties that
are willing to execute against their
Complex Orders in the Complex Order
Book. The Exchange proposes to
increase the surcharge from $0.05 to
$0.15 per contract for Customers that
execute Complex Orders against Market
Maker or Specialist quotes resting on
the Simple Order Book.8 The Exchange
proposes this surcharge increase to
reduce further the Exchange’s costs for
these transactions. Not only does the
Exchange receive no fees from
Customers for engaging in these
transactions,9 but the Exchange also
pays rebates to the Market Makers and
Specialists whose quotes execute
against the Customers’ Complex
Orders.10 Pursuant to Section I, Part A
of the Exchange’s Pricing Schedule,
these rebates range from $0.15 to $0.35
per contact.
Section II
The Exchange proposes to amend
Section II to increase a surcharge
assessed to electronic Complex Orders
that remove liquidity 11 from the
Complex Order Book and auctions,
6 The term ‘‘ROT, SQT and RSQT’’ applies to
transactions for the accounts of Registered Option
Traders (‘‘ROTs’’), Streaming Quote Traders
(‘‘SQTs’’), and Remote Streaming Quote Traders
(‘‘RSQTs’’). For purposes of the Pricing Schedule,
the term ‘‘Market Maker’’ will be utilized to
describe fees and rebates applicable to ROTs, SQTs
and RSQTs. RSQTs may also be referred to as
Remote Market Markers (‘‘RMMs’’). See Preface to
Phlx’s Pricing Schedule.
7 The term ‘‘Specialist’’ applies to transactions for
the account of a Specialist (as defined in Exchange
Rule 1020(a)). A Specialist is an Exchange member
registered as an options specialist pursuant to Rule
1020(a). An options Specialist includes a Remote
Specialist, which is defined as an options specialist
in one or more classes that does not have a physical
presence on an Exchange floor and is approved by
the Exchange pursuant to Rule 501.
8 A component of a Complex Order may ‘‘leg’’
against a resting order in the Simple Order Book.
9 Non-Customer market participants pay fees for
adding and removing liquidity in Complex Orders
as noted in Section I, Part B of the Pricing Schedule,
although Customers pay no such fees.
10 See rebates in Section I, Part A of the Pricing
Schedule.
11 The Exchange notes that an order that is
received by the trading system first in time shall be
considered an order adding liquidity and an order
that trades against that order shall be considered an
order removing liquidity.
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Agencies
[Federal Register Volume 83, Number 102 (Friday, May 25, 2018)]
[Notices]
[Pages 24362-24364]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2018-11226]
=======================================================================
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-83296]
Order Granting Application by NYSE National, Inc. for an
Exemption Pursuant to Section 36(a) of the Exchange Act From the Rule
Filing Requirements of Section 19(b) of the Exchange Act With Respect
to Certain Rules Incorporated by Reference
May 21, 2018.
NYSE National, Inc. (``NYSE National'' or ``Exchange'') has filed
with the Securities and Exchange Commission (``Commission'') an
application for an exemption under Section 36(a)(1) of the Securities
Exchange Act of 1934 (``Exchange Act'') \1\ from the rule filing
requirements of Section 19(b) of the Exchange Act \2\ with respect to
certain rules of the Financial Industry Regulatory Authority, Inc.
(``FINRA'') that the Exchange seeks to incorporate by reference.\3\
Section 36 of the Exchange Act authorizes the Commission to
conditionally or unconditionally exempt any person, security, or
transaction, or any class thereof, from any provision of the Exchange
Act or rule thereunder, if necessary or appropriate in the public
interest and consistent with the protection of investors.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78mm(a)(1).
\2\ 15 U.S.C. 78s(b).
\3\ See Letter from Elizabeth K. King, General Counsel and
Corporate Secretary, New York Stock Exchange, to Brent J. Fields,
Secretary, Commission, dated May 18, 2018 (``Exemptive Request'').
The Exchange submitted the Exemptive Request in connection with a
proposed rule change, in connection with the re-launch of trading on
NYSE National on the Pillar trading platform. The proposal, as
amended by Amendment No. 1, which was filed by the Exchange on May
16, 2018, includes: (1) Amendments to Article V, Sections 5.01 and
5.8 of the Fourth Amended and Restated Bylaws of NYSE National
(``Bylaws''); (2) new rules based on the rules of the Exchange's
affiliates relating to (a) trading securities on an unlisted trading
privileges basis (Rule 5), (b) trading on the Pillar trading
platform (Rules 1 and 7), (c) disciplinary rules (Rule 10), and (d)
administration of the Exchange (Rules 3, 12 and 13); (3) rule
changes that renumber and update current Exchange rules relating to
(a) membership (Rule 2), (b) order audit trail requirements (Rule
6), and (c) trading practices (Rule 11); and (4) deletion of
Chapters I-XVI and the rules contained therein.
---------------------------------------------------------------------------
On May 17, 2018, the Commission approved the Exchange's proposed
rule change that would delete the Exchange's current rules and replace
them with rules to accommodate the re-launch of trading on the Exchange
through the Pillar platform.\4\ Among other things, the new rules
include rules relating to the obligations and business conduct of the
Exchange's members, referred to as ETP Holders.
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 83289 (May 17,
2018).
---------------------------------------------------------------------------
NYSE National has requested, pursuant to Rule 0-12 under the
Exchange Act,\5\ that the Commission grant the Exchange an exemption
from the rule filing requirements of Section 19(b) of the Act for
changes to those Exchange rules that are effected solely by virtue of a
change to a cross-referenced FINRA rule, including FINRA rules
designated as NASD rules.\6\ Specifically, the Exchange requests that
it be permitted to incorporate by reference changes made to each FINRA
rule (or series of rules, in the case of FINRA's Code of Arbitration
Procedure) that is cross-referenced in the following
[[Page 24363]]
proposed NYSE National Rules, without the need for the Exchange to file
separately the same proposed rule changes pursuant to Section 19(b) of
the Act: \7\
---------------------------------------------------------------------------
\5\ 17 CFR 240.0-12.
\6\ See Exemptive Request, supra note 3, at 1-2.
\7\ Id.
---------------------------------------------------------------------------
Rule 2.2 (Obligations of ETP Holders and the Exchange)
cross-references NASD Rule 1032(f)(1),
Rule 6.7440 (Recording of Order Information) cross-
references FINRA Rule 7740,
Rule 6.7450 (Order Data Transmission Requirements) cross-
references FINRA Rule 7450,
Rule 11.2111 (Suitability) cross-references FINRA Rule
2111,
Rule 11.2210 (Communications with the Public) cross-
references FINRA Rule 2210 (except FINRA Rule 2210(c)),
Rule 11.2232 (Customer Confirmations) cross-references
FINRA Rule 2232,
Rule 11.3310 (Anti-Money Laundering Compliance Program)
cross-references FINRA Rule 3310,
Rule 11.5320 (Prohibition Against Trading Ahead of
Customer Orders) cross-references FINRA Rule 5310,
Rule 11.5320 Commentary .01 (Large Orders and
Institutional Account Exceptions) cross-references FINRA Rule 4512(c),
and
Rule 12 (Code of Arbitration Procedure for Customer and
Industry Disputes) cross-references the 12000 and the 13000 Series of
the FINRA Code of Arbitration and FINRA Rule 2268.
The Exchange states that the direct incorporations by reference of
FINRA rules, certain of which are regulatory in nature,\8\ are intended
to be a comprehensive integration of the relevant FINRA rules into NYSE
National's rules.\9\ The Exchange represents that, as a condition to
the requested exemption from Section 19(b) of the Act, the Exchange
agrees to provide written notice to its members whenever FINRA proposes
a change to a cross-referenced rule.\10\ Such notice will alert
Exchange members to the proposed rule change and give them an
opportunity to comment on the proposal. The Exchange further represents
that it will inform members in writing when the Commission approves any
such proposed rule changes.\11\
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\8\ The Exchange represents that the FINRA rules proposed to be
incorporated by reference are not trading rules. In addition, the
Exchange notes that several other self-regulatory organizations
(``SROs'') incorporate by reference certain regulatory rules of
another SRO and have received from the Commission similar exemptions
from Section 19(b) of the Exchange Act. See Exemptive Request, supra
note 3, at 2, n. 5.
\9\ See Exemptive Request, supra note 3, at 2-3.
\10\ See Exemptive Request, supra note 3, at 3. The Exchange
represents that it will provide such notice via a posting on the
same website location where the Exchange will post its own rule
filings pursuant to Rule 19b-4(1) within the time frame required by
such Rule. The website posting will include a link to the location
on FINRA's website where the applicable proposed rule change is
posted. Id.
\11\ See Exemptive Request, supra note 3, at 3.
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According to the Exchange, this exemption is necessary and
appropriate because it would result in the Exchange's rules being
consistent with the relevant cross-referenced FINRA rules at all times,
thus ensuring identical regulation of joint members of the Exchange and
FINRA with respect to such rules. Without such an exemption, joint
members of the Exchange and FINRA could be subject to two different
standards.\12\ Moreover, the Exchange believes that by incorporating
the above-referenced FINRA rules in the Exchange's rulebook as rules of
the Exchange, the exemption would ensure consistent regulation of
Exchange ETP Holders that are not FINRA members and Exchange ETP
Holders that are FINRA members.\13\ In addition, the Exchange believes
that the exemption would ensure consistency between certain Exchange
and FINRA rules that are covered by the Exchange's regulatory services
agreement (``RSA'') with FINRA, which would facilitate FINRA's
provision of services to the Exchange under the RSA within the scope of
those rules.\14\
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\12\ See Exemptive Request, supra note 3, at 2.
\13\ Id.
\14\ Id.
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The Commission has issued exemptions similar to the Exchange's
request.\15\ In granting one such exemption in 2010, the Commission
repeated a prior, 2004 Commission statement that it would consider
similar future exemption requests from other SROs, provided that:
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\15\ See, e.g., Securities Exchange Act Release Nos. 83040
(April 12, 2018), 75 FR 17198 (April 18, 2018)(order granting MIAX
PEARL, LLC's exemptive request relating to rules of the Miami
International Securities Exchange, LLC incorporated by reference);
76998 (January 29, 2016), 81 FR 6066, 6083-84 (February 4, 2016)
(order granting application for registration as a national
securities exchange of ISE Mercury, LLC (now known as Nasdaq MRX,
LLC) and exemptive request relating to rules of the International
Securities Exchange, LLC (now known as Nasdaq ISE, LLC) (``ISE'')
incorporated by reference, including index options rules); 70050
(July 26, 2013), 78 FR 46622, 46642 (August 1, 2013) (order granting
application for registration as a national securities exchange of
Topaz Exchange, LLC (now known as Nasdaq GEMX, LLC) and exemptive
request relating to rules of ISE incorporated by reference,
including index options rules); 61152 (December 10, 2009), 74 FR
66699, 66709-10 (December 16, 2009) (order granting application for
registration as a national securities exchange of C2 Options
Exchange, Incorporated (``C2'') and exemptive request relating to
rules of the Chicago Board Options Exchange, Incorporated (``CBOE'')
incorporated by reference, including index options rules). See also,
e.g., Securities Exchange Act Release No. 61534 (February 18, 2010),
75 FR 8760 (February 25, 2010) (order granting BATS Exchange, Inc.'s
exemptive request relating to rules incorporated by reference by the
BATS Exchange Options Market rules) (``BATS Options Market Order'').
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An SRO wishing to incorporate rules of another SRO by
reference has submitted a written request for an order exempting it
from the requirement in Section 19(b) of the Exchange Act to file
proposed rule changes relating to the rules incorporated by reference,
has identified the applicable originating SRO(s), together with the
rules it wants to incorporate by reference, and otherwise has complied
with the procedural requirements set forth in the Commission's release
governing procedures for requesting exemptive orders pursuant to Rule
0-12 under the Exchange Act;\16\
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\16\ See 17 CFR 240.0-12 and Securities Exchange Act Release No.
39624 (February 5, 1998), 63 FR 8101 (February 18, 1998)
(``Commission Procedures for Filing Applications for Orders for
Exemptive Relief Pursuant to Section 36 of the Exchange Act; Final
Rule'').
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The incorporating SRO has requested incorporation of
categories of rules (rather than individual rules within a category)
that are not trading rules (e.g., the SRO has requested incorporation
of rules such as margin, suitability, or arbitration); and
The incorporating SRO has reasonable procedures in place
to provide written notice to its members each time a change is proposed
to the incorporated rules of another SRO.\17\
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\17\ See BATS Options Market Order, supra note 15 (citing
Securities Exchange Act Release No. 49260 (February 17, 2004), 69 FR
8500 (February 24, 2004) (order granting exemptive request relating
to rules incorporated by reference by several SROs) (``2004
Order'')).
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The Commission believes that the Exchange has satisfied each of
these conditions. The Commission also believes that granting the
Exchange an exemption from the rule filing requirements under Section
19(b) of the Exchange Act will promote efficient use of Commission and
Exchange resources by avoiding duplicative rule filings based on
simultaneous changes to identical rule text sought by more than one
SRO.\18\ The Commission therefore finds it appropriate in the public
interest and consistent with the protection of investors to exempt the
Exchange from the rule filing requirements under Section 19(b) of the
Exchange Act with respect to the above-described rules it has
incorporated by reference. This exemption is conditioned upon the
Exchange
[[Page 24364]]
promptly providing written notice to its members whenever FINRA changes
a rule that the Exchange has incorporated by reference.
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\18\ See BATS Options Market Order, supra note 15, 75 FR at
8761; see also 2004 Order, supra note 17, 69 FR at 8502.
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Accordingly, it is ordered, pursuant to Section 36 of the Exchange
Act,\19\ that the Exchange is exempt from the rule filing requirements
of Section 19(b) of the Exchange Act solely with respect to changes to
the rules identified in its request that incorporate by reference
certain FINRA rules that are the result of changes to such FINRA rules,
provided that the Exchange promptly provides written notice to its
members whenever FINRA proposes to change a rule that the Exchange has
incorporated by reference.
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\19\ 15 U.S.C. 78mm.
\20\ 17 CFR 200.30-3(a)(76).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\20\
Eduardo A. Aleman,
Assistant Secretary.
[FR Doc. 2018-11226 Filed 5-24-18; 8:45 am]
BILLING CODE 8011-01-P