Self-Regulatory Organizations; MIAX Emerald, LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change To Amend Exchange Rule 203, Qualification and Registration of Members and Associated Persons, 9190-9192 [2019-04556]
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9190
Federal Register / Vol. 84, No. 49 / Wednesday, March 13, 2019 / Notices
Dated: March 8, 2019.
Brent J. Fields,
Secretary.
Exchange has prepared summaries, set
forth in sections A, B, and C below, of
the most significant aspects of such
statements.
[FR Doc. 2019–04599 Filed 3–12–19; 8:45 am]
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
1. Purpose
[Release No. 34–85266; File No. SR–
EMERALD–2019–07]
Self-Regulatory Organizations; MIAX
Emerald, LLC; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend Exchange
Rule 203, Qualification and
Registration of Members and
Associated Persons
March 7, 2019.
Pursuant to the provisions of 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 February 22, 2019, MIAX Emerald,
LLC (‘‘MIAX Emerald’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) a
proposed rule change as described in
Items I and II below, which Items have
been prepared by the Exchange. The
Commission is publishing this notice to
solicit comments on the proposed rule
change from interested persons.
amozie on DSK9F9SC42PROD with NOTICES
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange is filing a proposal to
amend Exchange Rule 203,
Qualification and Registration of
Members and Associated Persons, in
order to harmonize its rule to the rule
of the Exchange’s affiliate, Miami
International Securities Exchange, LLC
(‘‘MIAX Options’’).
The text of the proposed rule change
is available on the Exchange’s website at
https://www.miaxoptions.com/rulefilings/emerald at MIAX Emerald’s
principal office, 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
1 15
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
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MIAX Emerald proposes to amend
MIAX Emerald Rule 203, Qualification
and Registration of Members and
Associated Persons, in order to
harmonize its rule to the rule of the
Exchange’s affiliate, MIAX Options.
Background
MIAX Emerald plans to commence
operations as a national securities
exchange registered under Section 6 of
the Act 3 on March 1, 2019. As
described more fully in MIAX Emerald’s
Form 1 application,4 the Exchange is an
affiliate of MIAX Options and MIAX
PEARL, LLC (‘‘MIAX PEARL’’). MIAX
Emerald Rules, in their current form,
were filed as Exhibit B to its Form 1 on
August 16, 2018, and at that time, the
above mentioned MIAX Emerald Rule
203 was substantially similar to the
corresponding rule of MIAX Options. In
the time between when the Exchange
filed its Form 1 and the time the
Exchange received its approval order,5
MIAX Options made changes to its
rules. In order to ensure consistent
operation of both MIAX Emerald and
MIAX Options through application of
consistent rules, the Exchange proposes
to amend MIAX Emerald Rule 203, as
described below.
Proposal
The Exchange proposes to amend
MIAX Emerald Rule 203, Qualification
and Registration of Members and
Associated Persons, to harmonize its
rule with recent rule changes adopted
by MIAX Options.6
The Securities and Exchange
Commission (the ‘‘SEC’’ or the
‘‘Commission’’) approved a rule change
to restructure the Financial Industry
Regulatory Authority (‘‘FINRA’’)
representative-level qualification
3 15
U.S.C. 78f.
Securities Exchange Act Release No.
84891(December 20, 2018), 83 FR 67421 (December
28, 2018) (File No. 10–233) (order approving
application of MIAX EMERALD, LLC for
registration as a national securities exchange.)
5 Id.
6 See Securities Exchange Act Release No. 84361
(October 4, 2018), 83 FR 51529 (October 11, 2018)
(SR–MIAX–2018–26); see also Securities Exchange
Act Release No. 81098 (July 7, 2017), 82 FR 32419
(July 13, 2017) (Order Approving File No. SR–
FINRA–2017–007).
4 See
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examination program.7 The rule change,
which became effective on October 1,
2018, restructured the examination
program into a more efficient format
whereby all new representative-level
applicants are required to take a general
knowledge examination (the Securities
Industry Essentials Examination
(‘‘SIE’’)) and a tailored, specialized
knowledge examination (a revised
representative-level qualification
examination) for their particular
registered role. Individuals are not
required to be associated with the
Exchange or any other self-regulatory
organization (‘‘SRO’’) member to be
eligible to take the SIE. However,
passing the SIE alone will not qualify an
individual for registration with the
Exchange. To be eligible for registration
with the Exchange, an individual must
also be associated with a firm, pass an
appropriate qualification examination
for a representative or principal and
satisfy the other requirements relating to
the registration process.
The Exchange also proposes to add
Interpretations and Policies .09 to Rule
203 ‘‘Summary of Qualifications
Requirements’’ which summarizes the
qualification requirements for each of
the required registration categories
described in the Exchange Rules.
2. Statutory Basis
The Exchange believes that its
proposed rule change is consistent with
Section 6(b) of the Act 8 in general, and
furthers the objectives of Section 6(b)(5)
of the Act 9 in particular, in that it is
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities, to
remove impediments to and perfect the
mechanisms of a free and open market
and a national market system, and, in
general to protect investors and the
public interest.
The Exchange believes that the
proposed rule change will improve the
efficiency of the Exchange’s
examination requirements, without
compromising the qualification
standards, by eliminating duplicative
testing of general securities knowledge
on examinations. FINRA has indicated
that the SIE was developed in an effort
to adopt an examination that would
assess basic product knowledge; the
structure and function of the securities
industry markets, regulatory agencies
and their functions; and regulated and
7 Id.
8 15
9 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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Federal Register / Vol. 84, No. 49 / Wednesday, March 13, 2019 / Notices
prohibited practices. The Exchange also
notes that the introduction of the SIE
and expansion of the pool of individuals
who are eligible to take the SIE, has the
potential of enhancing the pool of
prospective securities industry
professionals by introducing them to
securities laws, rules and regulations
and appropriate conduct before they
join the industry in a registered
capacity. Lastly, the Exchange notes
adopting the SIE requirement is
consistent with the requirement recently
adopted by MIAX Options.10
Furthermore, the Exchange believes
that adding Interpretations and Policies
.09 to Rule 203 will provide greater
clarity regarding the Exchange’s
examination requirements as updated
by, and those remaining in effect
following, the proposed rule change,
and consistency with the rules of other
exchanges.11
Additionally, the Exchange believes
that although MIAX Emerald rules may,
in certain instances, intentionally differ
from MIAX Options rules, the proposed
rule change will promote uniformity
with MIAX Options with respect to
rules that are intended to be identical.
The Exchange believes that it will
reduce the potential for confusion by its
members that are also members of MIAX
Options with respect to rules that are
intended to be identical.
amozie on DSK9F9SC42PROD with NOTICES
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
Exchange believes that the proposed
rule change, which harmonizes its rules
with similar filings by the other national
securities exchanges,12 will reduce the
regulatory burden placed on market
participants engaged in trading
activities across different markets. The
Exchange believes that the
harmonization of these registration
requirements across the various markets
will reduce burdens on competition by
removing impediments to participation
in the national market system and
promoting competition among
participants across the multiple national
securities exchanges.
10 See
supra note 6.
e.g. Cboe Exchange, Inc. Rule 3.6A
Interpretations and Policies .08(b) and MIAX
Options Rule 203, Qualification and Registration of
Members and Associated Persons, Interpretations
and Policies .09.
12 Id.
11 See
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C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants, or Others
Written comments were neither
solicited nor received.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
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 for 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 13 and Rule 19b–4(f)(6)
thereunder.14
A proposed rule change filed under
Rule 19b–4(f)(6) 15 normally does not
become operative for 30 days after the
date of filing. However, pursuant to
Rule 19b–4(f)(6)(iii),16 the Commission
may designate a shorter time if such
action is consistent with the protection
of investors and the public interest. The
Exchange has asked the Commission to
waive the 30-day operative delay so that
the proposal may become operative
immediately upon filing. The Exchange
states that such waiver will help reduce
potential confusion by having consistent
registration requirement rules across its
affiliated exchanges which will, among
other things, help protect investors.
Additionally, the Exchange states the
proposed rule change will create a more
efficient examination program which,
among other things, is in the public
interest. The Commission believes that
waiving the 30-day operative delay is
consistent with the protection of
investors and the public interest
because it will allow MIAX Emerald to
harmonize its registration rules with the
MIAX Options rules such that members
will be subject to the same
requirements, which are consistent
across the industry and, therefore, the
Commission designates the proposed
13 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires the Exchange to give the
Commission written notice the Exchange’s intent to
file the proposed rule change, along with a brief
description and text of the proposed rule change at
least five business days prior to the date of filing
of the proposed rule change, or such shorter time
as designated by the Commission. The Exchange
has satisfied this requirement.
15 17 CFR 240.19b–4(f)(6).
16 17 CFR 240.19b–4(f)(6)(iii).
14 17
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9191
rule change to be operative upon
filing.17
At any time within 60 days of the
filing of the proposed rule change, the
Commission summarily may
temporarily suspend such rule change if
it appears to the Commission that such
action is necessary or appropriate in the
public interest, for the protection of
investors, or otherwise in furtherance of
the purposes of the Act. If the
Commission takes such action, the
Commission shall institute proceedings
to determine whether the proposed rule
should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an email to rule-comments@
sec.gov. Please include File Number SR–
EMERALD–2019–07 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–EMERALD–2019–07. 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
17 For purposes only of waiving the 30-day
operative delay, the Commission has also
considered the proposed rule’s impact on
efficiency, competition, and capital formation. See
15 U.S.C. 78c(f).
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Federal Register / Vol. 84, No. 49 / Wednesday, March 13, 2019 / Notices
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
submissions. You should submit only
information that you wish to make
available publicly. All submissions
should refer to File Number SR–
EMERALD–2019–07 and should be
submitted on or before April 3, 2019.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.18
Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019–04556 Filed 3–12–19; 8:45 am]
BILLING CODE 8011–01–P
[Release No. 34–85262; File No. SR–Phlx–
2019–03]
Self-Regulatory Organizations; Nasdaq
PHLX LLC; Notice of Filing and
Immediate Effectiveness of a Proposed
Rule Change To Amend Option Floor
Procedure Advice A–9 and Phlx Rules
1000 and 1066 and To Adopt a New
Phlx Rule 1078
March 7, 2019.
amozie on DSK9F9SC42PROD with NOTICES
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 February
26, 2019, Nasdaq PHLX LLC (‘‘Phlx’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission (‘‘SEC’’ or
‘‘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
Option Floor Procedure Advice
(‘‘OFPA’’) A–9, titled ‘‘All-or-None
Options Orders,’’ amend Phlx Rule
1066, titled ‘‘Certain Types of FloorBased (Non-System) Orders Defined,’’
and adopt a new Phlx Rule 1078, titled
‘‘All-or-None Orders.’’
The text of the proposed rule change
is available on the Exchange’s website at
CFR 200.30–3(a)(12).
U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
1 15
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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
18 17
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: (i) Amend
OFPA A–9, titled ‘‘All-or-None Options
Orders’’; (ii) amend Phlx Rule 1066,
titled ‘‘Certain Types of Floor-Based
(Non-System) Orders Defined’’; (iii)
adopt new Phlx Rule 1078, titled ‘‘Allor-None Orders;’’ and (iv) amend Phlx
Rule 1000(b)(14) which described a
professional order. Each change will be
discussed in detail below.
Description of an All-or None Order
Today, Phlx Rule 1066, ‘‘Certain
Types of Floor-Based (Non-System)
Orders Defined,’’ at paragraph (c)(4)
describes an All-or-None Order as a
market or limit order which is to be
executed in its entirety or not at all.
OFPA A–9, describes an all-or-none
option order as a limit order which is
to be executed in its entirety, or not at
all. The Exchange proposes to amend
Rule 1066(c)(4) and OFPA A–9 to
reference new Phlx Rule 1078 for the
description of an All-or-None Order,
thereby creating a single description of
an All-or-None Order for purposes of
the Phlx Rulebook to avoid confusion.
The Exchange proposes to state
within new Rule 1078 that, ‘‘An All-orNone Order is a limit order or market
order that is to be executed in its
entirety or not at all.’’ This is the case
today, an All-or-None Order may be
either a limit order or market order, as
provided for in Rule 1066(c)(4),
although the current description within
OFPA A–9 simply states limit order.
The Exchange has noted in other rule
changes that an All-or-None Order may
PO 00000
Frm 00119
Fmt 4703
Sfmt 4703
be a limit or market order.3 The
Exchange further proposes to state
within new Rule 1078 that ‘‘All-or-None
Orders are non-displayed and nonroutable.’’ 4 Also, the Exchange proposes
to state that ‘‘All-or-None Orders are
executed in price-time priority among
all public customer 5 Orders if the size
contingency can be met.’’ Finally, the
Exchange proposes to memorialize that,
‘‘The Acceptable Trade Range
protection in Rule 1099(a) is not applied
to All-or-None Orders.’’ The Exchange
previously noted this limitation in a
rule change.6 The Exchange does not
offer the Acceptable Trade Range
protection to All-or-None Orders
because it is difficult to apply this
feature to an all-or-none because of the
contingency associated with this order
type. The Exchange believes that noting
this limitation within new Rule 1078
will add greater transparency to the
order type.
Today, All-or-None Orders are
available to public customers 7 and
professionals.8 The Exchange initially
offered All-or-None Orders to
professionals in 2010 at the time of the
adoption of the new term
‘‘professional.’’ 9 The Exchange
3 See Securities Exchange Act Release No. 83141
(May 1, 2018), 83 FR 20123, 20124 at footnote 7
(May 7, 2018) (SR–Phlx–2018–32).
4 See Securities Exchange Act Release No. 83141
(May 1, 2018), 83 FR 20123, at 20124 (May 7, 2018)
(SR–Phlx–2018–32). In this filing the Exchange also
noted that an All-or-None Order is a non-displayed
order type.
5 For purposes of this rule change, the term
‘‘public customer’’ shall mean a person or entity
that is not a broker or dealer in securities and is
not a professional as defined within Phlx Rule
1000(b)(14).
6 See Securities Exchange Act Release No. 69848
(June 25, 2018), 78 FR 39346, 39348 at footnote 4
(July 1, 2013) (SR–Phlx–2013–69).
7 See Phlx Rule 1098(b)(v), which states, ‘‘All-ornone orders—to be executed in its entirety or not
at all. These orders can only be submitted for nonbroker-dealer customers.’’ See Securities Exchange
Act Release No. 76742 (December 22, 2015), 80 FR
81393 (December 29, 2015) (SR–Phlx–2015–49).
Within this rule change footnote 101 provides,
among other information, that these orders can only
be submitted for non-broker-dealer customers. See
also Securities Exchange Act Release No. 74746
(April 16, 2015), 80 FR 22569 (April 22, 2015) (SR–
Phlx–2014–66) (Notice of Filing of Amendment No.
2 and Designation of Longer Period for Commission
Action on Proceedings To Determine Whether To
Approve or Disapprove Proposed Rule Change, as
Modified by Amendment No. 2, To Adopt New
Exchange Rule 1081, Solicitation Mechanism, To
Introduce a New Electronic Solicitation
Mechanism). Footnote 39 to this rule change
provides, ‘‘All-or-none orders can only be
submitted for non-broker dealer customers.’’
8 The term ‘‘professional’’ means any person or
entity that (i) is not a broker or dealer in securities,
and (ii) places more than 390 orders in listed
options per day on average during a calendar month
for its own beneficial account(s). See Rule
1000(b)(14).
9 See Securities Exchange Act Release No. 61802
(March 30, 2010), 75 FR 17193 (April 5, 2010) (SR–
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Agencies
[Federal Register Volume 84, Number 49 (Wednesday, March 13, 2019)]
[Notices]
[Pages 9190-9192]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2019-04556]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-85266; File No. SR-EMERALD-2019-07]
Self-Regulatory Organizations; MIAX Emerald, LLC; Notice of
Filing and Immediate Effectiveness of a Proposed Rule Change To Amend
Exchange Rule 203, Qualification and Registration of Members and
Associated Persons
March 7, 2019.
Pursuant to the provisions of 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 February 22, 2019, MIAX Emerald, LLC (``MIAX
Emerald'' or ``Exchange'') filed with the Securities and Exchange
Commission (``Commission'') a proposed rule change as described in
Items I and II below, which Items have been prepared by the Exchange.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange is filing a proposal to amend Exchange Rule 203,
Qualification and Registration of Members and Associated Persons, in
order to harmonize its rule to the rule of the Exchange's affiliate,
Miami International Securities Exchange, LLC (``MIAX Options'').
The text of the proposed rule change is available on the Exchange's
website at https://www.miaxoptions.com/rule-filings/emerald at MIAX
Emerald's principal office, and at the Commission's Public Reference
Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the Exchange included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. The Exchange has prepared summaries, set forth in
sections A, B, and C below, of the most significant aspects of such
statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
MIAX Emerald proposes to amend MIAX Emerald Rule 203, Qualification
and Registration of Members and Associated Persons, in order to
harmonize its rule to the rule of the Exchange's affiliate, MIAX
Options.
Background
MIAX Emerald plans to commence operations as a national securities
exchange registered under Section 6 of the Act \3\ on March 1, 2019. As
described more fully in MIAX Emerald's Form 1 application,\4\ the
Exchange is an affiliate of MIAX Options and MIAX PEARL, LLC (``MIAX
PEARL''). MIAX Emerald Rules, in their current form, were filed as
Exhibit B to its Form 1 on August 16, 2018, and at that time, the above
mentioned MIAX Emerald Rule 203 was substantially similar to the
corresponding rule of MIAX Options. In the time between when the
Exchange filed its Form 1 and the time the Exchange received its
approval order,\5\ MIAX Options made changes to its rules. In order to
ensure consistent operation of both MIAX Emerald and MIAX Options
through application of consistent rules, the Exchange proposes to amend
MIAX Emerald Rule 203, as described below.
---------------------------------------------------------------------------
\3\ 15 U.S.C. 78f.
\4\ See Securities Exchange Act Release No. 84891(December 20,
2018), 83 FR 67421 (December 28, 2018) (File No. 10-233) (order
approving application of MIAX EMERALD, LLC for registration as a
national securities exchange.)
\5\ Id.
---------------------------------------------------------------------------
Proposal
The Exchange proposes to amend MIAX Emerald Rule 203, Qualification
and Registration of Members and Associated Persons, to harmonize its
rule with recent rule changes adopted by MIAX Options.\6\
---------------------------------------------------------------------------
\6\ See Securities Exchange Act Release No. 84361 (October 4,
2018), 83 FR 51529 (October 11, 2018) (SR-MIAX-2018-26); see also
Securities Exchange Act Release No. 81098 (July 7, 2017), 82 FR
32419 (July 13, 2017) (Order Approving File No. SR-FINRA-2017-007).
---------------------------------------------------------------------------
The Securities and Exchange Commission (the ``SEC'' or the
``Commission'') approved a rule change to restructure the Financial
Industry Regulatory Authority (``FINRA'') representative-level
qualification examination program.\7\ The rule change, which became
effective on October 1, 2018, restructured the examination program into
a more efficient format whereby all new representative-level applicants
are required to take a general knowledge examination (the Securities
Industry Essentials Examination (``SIE'')) and a tailored, specialized
knowledge examination (a revised representative-level qualification
examination) for their particular registered role. Individuals are not
required to be associated with the Exchange or any other self-
regulatory organization (``SRO'') member to be eligible to take the
SIE. However, passing the SIE alone will not qualify an individual for
registration with the Exchange. To be eligible for registration with
the Exchange, an individual must also be associated with a firm, pass
an appropriate qualification examination for a representative or
principal and satisfy the other requirements relating to the
registration process.
---------------------------------------------------------------------------
\7\ Id.
---------------------------------------------------------------------------
The Exchange also proposes to add Interpretations and Policies .09
to Rule 203 ``Summary of Qualifications Requirements'' which summarizes
the qualification requirements for each of the required registration
categories described in the Exchange Rules.
2. Statutory Basis
The Exchange believes that its proposed rule change is consistent
with Section 6(b) of the Act \8\ in general, and furthers the
objectives of Section 6(b)(5) of the Act \9\ in particular, in that it
is designed to prevent fraudulent and manipulative acts and practices,
to promote just and equitable principles of trade, to foster
cooperation and coordination with persons engaged in facilitating
transactions in securities, to remove impediments to and perfect the
mechanisms of a free and open market and a national market system, and,
in general to protect investors and the public interest.
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\8\ 15 U.S.C. 78f(b).
\9\ 15 U.S.C. 78f(b)(5).
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The Exchange believes that the proposed rule change will improve
the efficiency of the Exchange's examination requirements, without
compromising the qualification standards, by eliminating duplicative
testing of general securities knowledge on examinations. FINRA has
indicated that the SIE was developed in an effort to adopt an
examination that would assess basic product knowledge; the structure
and function of the securities industry markets, regulatory agencies
and their functions; and regulated and
[[Page 9191]]
prohibited practices. The Exchange also notes that the introduction of
the SIE and expansion of the pool of individuals who are eligible to
take the SIE, has the potential of enhancing the pool of prospective
securities industry professionals by introducing them to securities
laws, rules and regulations and appropriate conduct before they join
the industry in a registered capacity. Lastly, the Exchange notes
adopting the SIE requirement is consistent with the requirement
recently adopted by MIAX Options.\10\
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\10\ See supra note 6.
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Furthermore, the Exchange believes that adding Interpretations and
Policies .09 to Rule 203 will provide greater clarity regarding the
Exchange's examination requirements as updated by, and those remaining
in effect following, the proposed rule change, and consistency with the
rules of other exchanges.\11\
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\11\ See e.g. Cboe Exchange, Inc. Rule 3.6A Interpretations and
Policies .08(b) and MIAX Options Rule 203, Qualification and
Registration of Members and Associated Persons, Interpretations and
Policies .09.
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Additionally, the Exchange believes that although MIAX Emerald
rules may, in certain instances, intentionally differ from MIAX Options
rules, the proposed rule change will promote uniformity with MIAX
Options with respect to rules that are intended to be identical. The
Exchange believes that it will reduce the potential for confusion by
its members that are also members of MIAX Options with respect to rules
that are intended to be identical.
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 Exchange believes that
the proposed rule change, which harmonizes its rules with similar
filings by the other national securities exchanges,\12\ will reduce the
regulatory burden placed on market participants engaged in trading
activities across different markets. The Exchange believes that the
harmonization of these registration requirements across the various
markets will reduce burdens on competition by removing impediments to
participation in the national market system and promoting competition
among participants across the multiple national securities exchanges.
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\12\ Id.
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C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants, or Others
Written comments were neither solicited nor received.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
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 for 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 \13\ and Rule 19b-
4(f)(6) thereunder.\14\
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\13\ 15 U.S.C. 78s(b)(3)(A).
\14\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires the Exchange to give the Commission written notice the
Exchange's intent to file the proposed rule change, along with a
brief description and text of the proposed rule change at least five
business days prior to the date of filing of the proposed rule
change, or such shorter time as designated by the Commission. The
Exchange has satisfied this requirement.
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A proposed rule change filed under Rule 19b-4(f)(6) \15\ normally
does not become operative for 30 days after the date of filing.
However, pursuant to Rule 19b-4(f)(6)(iii),\16\ the Commission may
designate a shorter time if such action is consistent with the
protection of investors and the public interest. The Exchange has asked
the Commission to waive the 30-day operative delay so that the proposal
may become operative immediately upon filing. The Exchange states that
such waiver will help reduce potential confusion by having consistent
registration requirement rules across its affiliated exchanges which
will, among other things, help protect investors. Additionally, the
Exchange states the proposed rule change will create a more efficient
examination program which, among other things, is in the public
interest. The Commission believes that waiving the 30-day operative
delay is consistent with the protection of investors and the public
interest because it will allow MIAX Emerald to harmonize its
registration rules with the MIAX Options rules such that members will
be subject to the same requirements, which are consistent across the
industry and, therefore, the Commission designates the proposed rule
change to be operative upon filing.\17\
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\15\ 17 CFR 240.19b-4(f)(6).
\16\ 17 CFR 240.19b-4(f)(6)(iii).
\17\ For purposes only of waiving the 30-day operative delay,
the Commission has also considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of the proposed rule
change, the Commission summarily may temporarily suspend such rule
change if it appears to the Commission that such action is 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 to
determine whether the proposed rule should be approved or disapproved.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an email to rule-comments@sec.gov. Please include
File Number SR-EMERALD-2019-07 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-EMERALD-2019-07. 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
[[Page 9192]]
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 submissions. You should submit only
information that you wish to make available publicly. All submissions
should refer to File Number SR-EMERALD-2019-07 and should be submitted
on or before April 3, 2019.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\18\
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\18\ 17 CFR 200.30-3(a)(12).
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Eduardo A. Aleman,
Deputy Secretary.
[FR Doc. 2019-04556 Filed 3-12-19; 8:45 am]
BILLING CODE 8011-01-P