Self-Regulatory Organizations; ICE Clear Credit LLC; Order Approving Proposed Rule Change Relating to the Clearing Rules and the End-of-Day Price Discovery Policies and Procedures, 53529-53531 [2022-18766]
Download as PDF
Federal Register / Vol. 87, No. 168 / Wednesday, August 31, 2022 / Notices
provides certainty as to the entity
underwriters and municipal advisors
should follow regarding the
requirements of the CUSIP application
and prevents confusion in the event the
Board’s designee develops different
content requirements than those
outlined within the rule.
lotter on DSK11XQN23PROD with NOTICES1
B. Foster Cooperation and Coordination
With Persons Engaged in Regulating,
Clearing, Settling, Processing
Information With Respect to, and
Facilitating Transactions in Municipal
Securities and Municipal Financial
Products
The Commission finds that the
proposed rule change would foster
cooperation and coordination between
the SEC, the MSRB, and the Board’s
designee by directing underwriters and
municipal advisors to submit CUSIP
applications to the correct entity and
stating their obligations in a manner that
better aligns the requirements of the rule
to the realities of the marketplace. The
Commission believes these changes will
provide regulatory clarity and facilitate
compliance with the rule.
C. Remove Impediments to and Perfect
the Mechanism of a Free and Open
Market in Municipal Securities and
Municipal Financial Products
The Commission finds that the
proposed rule change would remove
impediments to, and perfect the
mechanism of, a free and open market
in municipal securities by reduce
confusion arising from the MSRB Rule
G–34 and removing burdensome
obligations that conflict with current
business practices. The Commission
believes that he proposed rule change
provides certainty to underwriters and
municipal advisors which helps to
ensure a timely application process.
Further, the Commission believes that
replacing the one business day
requirement for municipal advisors to
submit a CUSIP application with a
flexible timing requirement better aligns
with the practicalities of a competitive
municipal offering which better allows
for municipal advisors to comply with
the rule. Finally, the Commission finds
that explicitly stating that municipal
advisors do not have to submit a CUSIP
application when a CUSIP number has
been preassigned ensures that
municipal advisors are not engaging in
redundant actions that needlessly
consume time and resources.
D. Protect Investors, Municipal Entities,
Obligated Persons, and the Public
Interest
The Commission finds that the
proposed rule change will protect
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investors, municipal entities, obligated
persons, and the public interest by
preventing ambiguity in the process and
ultimately ensuring that CUSIP numbers
for new municipal offerings are
obtained in a timely and efficient
manner while facilitating compliance
with the rule.
In approving the proposed rule
change, the Commission has considered
the proposed rule change’s impact on
efficiency, competition, and capital
formation.50 Exchange Act Section
15B(b)(2)(C) 51 requires that MSRB rules
not be designed to impose any burden
on competition not necessary or
appropriate in furtherance of the
purposes of the Exchange Act.
The Commission does not believe that
the proposed rule change would impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Exchange Act
because the proposed rule change
would encourage fair competition by
reducing confusion and fostering
compliance with existing CUSIP
number requirements. Furthermore, the
proposed rule change would apply
equally to all MSRB regulated entities.
The Commission has also reviewed
the record for the proposed rule change
and notes that the record does not
contain any information to indicate that
the proposed rule change would have a
negative effect on capital formation.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,52 that the
proposed rule change (SR–MSRB–2022–
05) be, and hereby is, approved.
For the Commission, pursuant to delegated
authority.53
J. Matthew DeLesDernier,
Deputy Secretary.
[FR Doc. 2022–18765 Filed 8–30–22; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–95603; File No. SR–ICC–
2022–010]
Self-Regulatory Organizations; ICE
Clear Credit LLC; Order Approving
Proposed Rule Change Relating to the
Clearing Rules and the End-of-Day
Price Discovery Policies and
Procedures
August 25, 2022.
I. Introduction
On July 7, 2022, ICE Clear Credit LLC
(‘‘ICC’’) filed with the Securities and
Exchange Commission (‘‘Commission’’),
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 (the
‘‘Act’’),1 and Rule 19b–4 thereunder,2 a
proposed rule change to amend its
Clearing Rules (the ‘‘Rules’’) and End-ofDay Price Discovery Policies and
Procedures (the ‘‘EOD Policy’’) to
establish an additional class of Clearing
Participant. The proposed rule change
was published for comment in the
Federal Register on July 20, 2022.3 The
Commission did not receive comments
regarding the proposed rule change. For
the reasons discussed below, the
Commission is approving the proposed
rule change.
II. Description of the Proposed Rule
Change
A. Background
The proposed rule change would
amend the Rules and EOD Policy to
establish an additional class of Clearing
Participant at ICC, the Associate
Clearing Participant (referred to herein
as the ‘‘ACP’’).4 In general, an ACP
would have the same rights, obligations,
and responsibilities as other Clearing
Participants (referred to herein as ‘‘Full
Participants’’), except with respect to
certain price submissions. Specifically,
ICC would permit an ACP to submit
prices with respect to certain North
American (‘‘NA’’) Credit Default Swap
(‘‘CDS’’) products at the end of the
London trading day, rather than at the
end of the New York trading day. ICC
represents this change is intended to
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 Self-Regulatory Organizations; ICE Clear Credit
LLC; Notice of Filing of Proposed Rule Change
Relating to the Clearing Rules and the End-of-Day
Price Discovery Policies and Procedures; Exchange
Act Release No. 95279 (July 14, 2022), 87 FR 43351
(July 20, 2022) (File No. SR–ICC–2022–010)
(‘‘Notice’’).
4 This description is substantially excerpted from
the Notice, 87 FR at 43351. Capitalized terms not
otherwise defined herein have the meanings
assigned to them in the Rules or EOD Policy, as
applicable.
2 17
50 15
U.S.C. 78c(f).
U.S.C. 78o–4(b)(2)(C).
52 15 U.S.C. 78s(b)(2).
53 17 CFR 200.30–3(a)(12).
51 15
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Federal Register / Vol. 87, No. 168 / Wednesday, August 31, 2022 / Notices
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facilitate the participation of United
Kingdom and European entities that
may be unable to provide price
submissions for North American
instruments outside of London trading
hours.5 There is no requirement,
however, that an entity applying to
become an ACP be based in the United
Kingdom or Europe.
B. Rules
With respect to the Rules, the
proposed rule change would amend
Rule 102 and adopt a new Rule 212.
In Rule 102, the proposed rule change
would add new defined terms:
‘‘Associate Clearing Participant,’’ ‘‘Full
Participant,’’ ‘‘NA Instruments,’’ and
‘‘NA Instrument EU EOD Submission.’’
The term ‘‘Associate Clearing
Participant’’ would have the meaning
assigned to it in new Rule 212 (as
discussed below), while the term ‘‘Full
Participant’’ would mean a Clearing
Participant other than an ACP.
Similarly, the terms ‘‘NA Instruments’’
and ‘‘NA Instrument EU EOD
Submission’’ would have the meanings
assigned to them in new Rule 212.
New Rule 212 would permit ICC to
establish the ACP category of Clearing
Participants. Rule 212 would define
‘‘ACP’’ as a Clearing Participant meeting
the terms and conditions set out in the
new rule. Under Rule 212(a), each ACP
would be a Clearing Participant for all
purposes under the Rules and ICC
Procedures, with and subject to all
rights, obligations, limitations,
conditions, restrictions, representations,
warranties, and acknowledgements of a
Clearing Participant, and subject to the
initial and ongoing qualifications and
requirements for being a Clearing
Participant, except as otherwise
provided in Rule 212 or the ICC
Procedures.
Rule 212(b) would permit ICC to
establish a new London end-of-day
price submission window for which
ACPs would be required to make price
submissions with respect to NA
Instruments. Rule 212(b) would define
‘‘NA Instruments’’ as Contracts relating
to North American reference entities or
indices (as identified by ICC) and such
other Contracts as ICC may determine.
Moreover, Rule 212(b) would define
such price submissions submitted by
ACPs as ‘‘NA Instrument EU EOD
Submissions.’’ Rule 212(b) further
would permit ICC to establish firm trade
requirements 6 with respect to NA
5 Notice,
87 FR at 43351.
term ‘‘firm trade requirements’’ refers to
ICC’s ability to require that Clearing Participants
enter into trades at the prices they submit to ICC.
ICC uses firm trade requirements to help ensure
accurate price submissions.
6 The
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C. EOD Policy
The proposed rule change would
make related changes to the EOD Policy
to establish the price submission
requirements for ACPs and to
differentiate these requirements from
the requirements for Full Participants.
First, the proposed rule change would
create a new submission window for NA
Instruments. ICC uses different
submission windows to determine the
prices of the different products it clears.
For example, ICC has an existing
submission window, known as the EU
Submission Window, which occurs at
the end of the London trading day for
contracts that are primarily traded in
London hours. The proposed rule
change would create a new submission
window for NA Instruments, which
would occur at the end of the London
trading day (referred to as the ‘‘NA
Instrument EU Submission Window’’).
Because the NA Instrument EU
Submission Window would occur at the
end of the London trading day, like the
current EU Submission Window, the
timings for all elements of the price
discovery process related to the NA
Instrument EU Submission Window
would be the same as those for the EU
Submission Window.
The proposed rule change also would
amend the EOD Policy to provide that
if a Clearing Participant—both ACP and
Full Participant—fails to make a
required end-of-day submission during
the applicable window, ICC may use the
last intraday quote received prior to the
close of that window (if one has been
received on that day) to serve as that
Clearing Participant’s end-of-day
submission.
Moreover, the proposed rule change
would add a requirement to the EOD
Policy that ACPs provide price
submissions for the NA Instrument EU
Submission Window. The proposed rule
change would further add language
stating that Full Participants may, but
are not required to, provide price
submissions for the NA Instrument EU
Submission Window.
Similarly, the proposed change would
revise the provisions of the EOD Policy
relating to firm trades. For the NA
Instrument EU Submission Window,
ICC would only designate firm trades
between ACPs (and, for the avoidance of
doubt, voluntary submissions by Full
Participants in that window will not be
subject to firm trades). Further, firm
trades between ACPs originating from
the NA Instrument EU Submission
Window would not be eligible for
reversing transactions.9
The proposed rule change also would
revise the EOD Policy to provide that
prices established in the NA Instrument
EU Submission Window would not be
published externally by ICC. ICC would
use prices only for risk management
purposes.10
Finally, in the appendix to the EOD
Policy, the proposed rule change would
update the timetables for the end-of-day
submission process to include the NA
Instrument EU Submission Window
(with timing and deadlines consistent
with the EU submission window, as
noted above).
7 ICC anticipates requiring ACPs to submit trades
by the close of the London trading day but at this
time does not anticipate establishing any other
additional or alternative standards. Notice, 87 FR at
43352.
8 Notice, 87 FR at 43352.
9 Under the EOD Policy, a reversing transaction
is a second firm trade with identical attributes to
the initial firm trade, but with the buyer and seller
counterparties reversed, and at that day’s EOD price
rather than the original firm trade price.
10 Notice, 87 FR at 43352.
Instrument EU EOD Submissions.
Finally, Full Participants could make
NA Instrument EU EOD Submissions,
but would not be required to do so and
would not be subject to firm trade
requirements in connection with such
submissions.
Certain provisions of Rule 212 would
permit ICC to establish different
standards and obligations for ACPs as
compared to Full Participants. Rule
212(c) would permit ICC to establish
different daily deadlines for submission
of Trades by ACPs. Rule 212(d) would
permit ICC to establish different or
supplemental margin requirements or
related parameters for ACPs. Rule 212(f)
would permit ICC to establish
alternative or additional standards of
business integrity, financial capacity,
creditworthiness, operational capability,
experience, and competence for ACPs.
Finally, Rule 212(g) would permit ICC
to require a separate form of Participant
Agreement for ACPs.7
Rule 212(e) would prohibit ACPs from
submitting any Trades on behalf of
Clients. ACPs would only be permitted
to submit Trades for their own accounts
or for Affiliates as House positions.
Moreover, under Rule 212(h), no
Affiliate of an existing Clearing
Participant could be an ACP. As stated
in the notice, ICC believes that Clearing
Participants that engage in clearing on
behalf of Clients should be Full
Participants, with the operational and
other resources to submit pricing at all
relevant times for the full spectrum of
products that they or their Clients may
submit.8
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Federal Register / Vol. 87, No. 168 / Wednesday, August 31, 2022 / Notices
III. Discussion and Commission
Findings
Section 19(b)(2)(C) of the Act directs
the Commission to approve a proposed
rule change of a self-regulatory
organization if it finds that such
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to such organization.11 For
the reasons discussed below, the
Commission finds that the proposed
rule change is consistent with Section
17A(b)(3)(F) of the Act 12 and Rules
17Ad–22(e)(6)(iv) and 17Ad–22(e)(18)
thereunder.13
lotter on DSK11XQN23PROD with NOTICES1
A. Consistency With Section
17A(b)(3)(F) of the Act
Section 17A(b)(3)(F) of the Act
requires, among other things, that the
rules of ICC be designed to promote the
prompt and accurate clearance and
settlement of securities transactions.14
Based on its review of the record, and
for the reasons discussed below, the
Commission believes the proposed rule
change is consistent with the promotion
of the prompt and accurate clearance
and settlement of securities transactions
at ICC because it would expand the
group of entities able to become
members of ICC.
As discussed above, the proposed rule
change would establish the
requirements applicable to ACPs. These
requirements would largely mirror those
currently applicable to Full Participants,
except that ACPs would submit prices
for NA Instruments during the NA
Instrument EU Submission Window.
The Commission believes this would
allow participation by entities that may
be unable to provide prices for NA
Instruments at the close of the New
York trading day (as is required for Full
Participants). In doing so, the
Commission believes the proposed rule
change would facilitate expanded
participation at ICC and therefore the
additional clearance and settlement of
transactions at ICC by these additional
participants. The Commission believes
this change therefore would promote the
prompt and accurate clearance and
settlement of transactions at ICC,
consistent with Section 17A(b)(3)(F) of
the Act.15
B. Consistency With Rule 17Ad–
22(e)(6)(iv)
Rule 17Ad–22(e)(6)(iv) requires that
ICC establish, implement, maintain, and
11 15
U.S.C. 78s(b)(2)(C).
U.S.C. 78q–1(b)(3)(F).
13 17 CFR 240.17Ad–22(e)(6)(iv) and (e)(18).
14 15 U.S.C. 78q–1(b)(3)(F).
15 15 U.S.C. 78q–1(b)(3)(F).
enforce written policies and procedures
reasonably designed to cover its credit
exposures to its participants by
establishing a risk-based margin system
that, among other things, uses reliable
sources of timely price data and uses
procedures and sound valuation models
for addressing circumstances in which
pricing data are not readily available or
reliable.16 As discussed above, proposed
Rule 212 and the revised EOD Policy
would require ACPs to submit prices for
NA Instruments during the NA
Instrument EU Submission Window.
The Commission believes this
requirement would facilitate the
submission of prices for NA Instruments
by ACPs, who may not have the
operational capability to provide prices
for NA Instruments at the close of the
New York trading day (as is required for
Full Participants). The Commission
therefore believes that ACPs could serve
as a reliable source of timely price data
for NA Instruments, in addition to the
price data that Full Participants submit.
The Commission therefore finds the
proposed rule change is consistent with
Rule 17Ad–22(e)(6)(iv).17
C. Consistency with Rule 17Ad–
22(e)(18)
Rule 17Ad–22(e)(18) requires that ICC
establish, implement, maintain, and
enforce written policies and procedures
reasonably designed to, among other
things, establish objective, risk-based,
and publicly disclosed criteria for
participation, which permit fair and
open access by direct and, where
relevant, indirect participants and other
financial market utilities.18 As
discussed above, proposed Rule 212 and
the revised EOD Policy would require
ACPs to submit prices for NA
Instruments during the NA Instrument
EU Submission Window. The
Commission believes this represents an
objective requirement that would allow
participation by persons that may be
unable to provide prices for NA
Instruments at the close of the New
York trading day (as is required for Full
Participants). Moreover, as discussed
above, any person who meets this
requirement, and the other requirements
for ACPs (which are largely the same as
those applicable to Full Participants)
could become an ACP. The Commission
therefore believes the requirements
applicable ACPs represent objective
criteria which any person could
potentially satisfy, thereby permitting
fair and open access to ACP
membership at ICC. The Commission
12 15
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16 17
CFR 240.17Ad–22(e)(6)(iv).
CFR 240.17Ad–22(e)(2)(v).
18 17 CFR 240.17Ad–22(e)(18).
17 17
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53531
therefore find the proposed rule change
is consistent with Rule 17Ad–
22(e)(18).19
IV. Conclusion
On the basis of the foregoing, the
Commission finds that the proposed
rule change is consistent with the
requirements of the Act, and in
particular, with the requirements of
Section 17A(b)(3)(F) of the Act 20 and
Rules 17Ad–22(e)(6)(iv) and 17Ad–
22(e)(18) thereunder.21
It is therefore ordered pursuant to
Section 19(b)(2) of the Act 22 that the
proposed rule change (SR–ICC–2022–
010), be, and hereby is, approved.23
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.24
J. Matthew DeLesDernier,
Deputy Secretary.
[FR Doc. 2022–18766 Filed 8–30–22; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–95604; File No. SR–
NASDAQ–2022–049]
Self-Regulatory Organizations; The
Nasdaq Stock Market LLC; Notice of
Filing and Immediate Effectiveness of
Proposed Rule Change To Amend Its
Port-Related Fees, at Equity 7, Section
115, and Options 7, Section 3
August 25, 2022.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on August
12, 2022, The Nasdaq Stock Market LLC
(‘‘Nasdaq’’ 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.
19 17
CFR 240.17Ad–22(e)(18).
U.S.C. 78q–1(b)(3)(F).
21 17 CFR 240.17Ad–22(e)(6)(iv) and (e)(18).
22 15 U.S.C. 78s(b)(2).
23 In approving the proposed rule change, the
Commission considered the proposal’s impact on
efficiency, competition, and capital formation. 15
U.S.C. 78c(f).
24 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
20 15
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31AUN1
Agencies
[Federal Register Volume 87, Number 168 (Wednesday, August 31, 2022)]
[Notices]
[Pages 53529-53531]
From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
[FR Doc No: 2022-18766]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-95603; File No. SR-ICC-2022-010]
Self-Regulatory Organizations; ICE Clear Credit LLC; Order
Approving Proposed Rule Change Relating to the Clearing Rules and the
End-of-Day Price Discovery Policies and Procedures
August 25, 2022.
I. Introduction
On July 7, 2022, ICE Clear Credit LLC (``ICC'') filed with the
Securities and Exchange Commission (``Commission''), pursuant to
Section 19(b)(1) of the Securities Exchange Act of 1934 (the
``Act''),\1\ and Rule 19b-4 thereunder,\2\ a proposed rule change to
amend its Clearing Rules (the ``Rules'') and End-of-Day Price Discovery
Policies and Procedures (the ``EOD Policy'') to establish an additional
class of Clearing Participant. The proposed rule change was published
for comment in the Federal Register on July 20, 2022.\3\ The Commission
did not receive comments regarding the proposed rule change. For the
reasons discussed below, the Commission is approving the proposed rule
change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ Self-Regulatory Organizations; ICE Clear Credit LLC; Notice
of Filing of Proposed Rule Change Relating to the Clearing Rules and
the End-of-Day Price Discovery Policies and Procedures; Exchange Act
Release No. 95279 (July 14, 2022), 87 FR 43351 (July 20, 2022) (File
No. SR-ICC-2022-010) (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
A. Background
The proposed rule change would amend the Rules and EOD Policy to
establish an additional class of Clearing Participant at ICC, the
Associate Clearing Participant (referred to herein as the ``ACP'').\4\
In general, an ACP would have the same rights, obligations, and
responsibilities as other Clearing Participants (referred to herein as
``Full Participants''), except with respect to certain price
submissions. Specifically, ICC would permit an ACP to submit prices
with respect to certain North American (``NA'') Credit Default Swap
(``CDS'') products at the end of the London trading day, rather than at
the end of the New York trading day. ICC represents this change is
intended to
[[Page 53530]]
facilitate the participation of United Kingdom and European entities
that may be unable to provide price submissions for North American
instruments outside of London trading hours.\5\ There is no
requirement, however, that an entity applying to become an ACP be based
in the United Kingdom or Europe.
---------------------------------------------------------------------------
\4\ This description is substantially excerpted from the Notice,
87 FR at 43351. Capitalized terms not otherwise defined herein have
the meanings assigned to them in the Rules or EOD Policy, as
applicable.
\5\ Notice, 87 FR at 43351.
---------------------------------------------------------------------------
B. Rules
With respect to the Rules, the proposed rule change would amend
Rule 102 and adopt a new Rule 212.
In Rule 102, the proposed rule change would add new defined terms:
``Associate Clearing Participant,'' ``Full Participant,'' ``NA
Instruments,'' and ``NA Instrument EU EOD Submission.'' The term
``Associate Clearing Participant'' would have the meaning assigned to
it in new Rule 212 (as discussed below), while the term ``Full
Participant'' would mean a Clearing Participant other than an ACP.
Similarly, the terms ``NA Instruments'' and ``NA Instrument EU EOD
Submission'' would have the meanings assigned to them in new Rule 212.
New Rule 212 would permit ICC to establish the ACP category of
Clearing Participants. Rule 212 would define ``ACP'' as a Clearing
Participant meeting the terms and conditions set out in the new rule.
Under Rule 212(a), each ACP would be a Clearing Participant for all
purposes under the Rules and ICC Procedures, with and subject to all
rights, obligations, limitations, conditions, restrictions,
representations, warranties, and acknowledgements of a Clearing
Participant, and subject to the initial and ongoing qualifications and
requirements for being a Clearing Participant, except as otherwise
provided in Rule 212 or the ICC Procedures.
Rule 212(b) would permit ICC to establish a new London end-of-day
price submission window for which ACPs would be required to make price
submissions with respect to NA Instruments. Rule 212(b) would define
``NA Instruments'' as Contracts relating to North American reference
entities or indices (as identified by ICC) and such other Contracts as
ICC may determine. Moreover, Rule 212(b) would define such price
submissions submitted by ACPs as ``NA Instrument EU EOD Submissions.''
Rule 212(b) further would permit ICC to establish firm trade
requirements \6\ with respect to NA Instrument EU EOD Submissions.
Finally, Full Participants could make NA Instrument EU EOD Submissions,
but would not be required to do so and would not be subject to firm
trade requirements in connection with such submissions.
---------------------------------------------------------------------------
\6\ The term ``firm trade requirements'' refers to ICC's ability
to require that Clearing Participants enter into trades at the
prices they submit to ICC. ICC uses firm trade requirements to help
ensure accurate price submissions.
---------------------------------------------------------------------------
Certain provisions of Rule 212 would permit ICC to establish
different standards and obligations for ACPs as compared to Full
Participants. Rule 212(c) would permit ICC to establish different daily
deadlines for submission of Trades by ACPs. Rule 212(d) would permit
ICC to establish different or supplemental margin requirements or
related parameters for ACPs. Rule 212(f) would permit ICC to establish
alternative or additional standards of business integrity, financial
capacity, creditworthiness, operational capability, experience, and
competence for ACPs. Finally, Rule 212(g) would permit ICC to require a
separate form of Participant Agreement for ACPs.\7\
---------------------------------------------------------------------------
\7\ ICC anticipates requiring ACPs to submit trades by the close
of the London trading day but at this time does not anticipate
establishing any other additional or alternative standards. Notice,
87 FR at 43352.
---------------------------------------------------------------------------
Rule 212(e) would prohibit ACPs from submitting any Trades on
behalf of Clients. ACPs would only be permitted to submit Trades for
their own accounts or for Affiliates as House positions. Moreover,
under Rule 212(h), no Affiliate of an existing Clearing Participant
could be an ACP. As stated in the notice, ICC believes that Clearing
Participants that engage in clearing on behalf of Clients should be
Full Participants, with the operational and other resources to submit
pricing at all relevant times for the full spectrum of products that
they or their Clients may submit.\8\
---------------------------------------------------------------------------
\8\ Notice, 87 FR at 43352.
---------------------------------------------------------------------------
C. EOD Policy
The proposed rule change would make related changes to the EOD
Policy to establish the price submission requirements for ACPs and to
differentiate these requirements from the requirements for Full
Participants.
First, the proposed rule change would create a new submission
window for NA Instruments. ICC uses different submission windows to
determine the prices of the different products it clears. For example,
ICC has an existing submission window, known as the EU Submission
Window, which occurs at the end of the London trading day for contracts
that are primarily traded in London hours. The proposed rule change
would create a new submission window for NA Instruments, which would
occur at the end of the London trading day (referred to as the ``NA
Instrument EU Submission Window''). Because the NA Instrument EU
Submission Window would occur at the end of the London trading day,
like the current EU Submission Window, the timings for all elements of
the price discovery process related to the NA Instrument EU Submission
Window would be the same as those for the EU Submission Window.
The proposed rule change also would amend the EOD Policy to provide
that if a Clearing Participant--both ACP and Full Participant--fails to
make a required end-of-day submission during the applicable window, ICC
may use the last intraday quote received prior to the close of that
window (if one has been received on that day) to serve as that Clearing
Participant's end-of-day submission.
Moreover, the proposed rule change would add a requirement to the
EOD Policy that ACPs provide price submissions for the NA Instrument EU
Submission Window. The proposed rule change would further add language
stating that Full Participants may, but are not required to, provide
price submissions for the NA Instrument EU Submission Window.
Similarly, the proposed change would revise the provisions of the
EOD Policy relating to firm trades. For the NA Instrument EU Submission
Window, ICC would only designate firm trades between ACPs (and, for the
avoidance of doubt, voluntary submissions by Full Participants in that
window will not be subject to firm trades). Further, firm trades
between ACPs originating from the NA Instrument EU Submission Window
would not be eligible for reversing transactions.\9\
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\9\ Under the EOD Policy, a reversing transaction is a second
firm trade with identical attributes to the initial firm trade, but
with the buyer and seller counterparties reversed, and at that day's
EOD price rather than the original firm trade price.
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The proposed rule change also would revise the EOD Policy to
provide that prices established in the NA Instrument EU Submission
Window would not be published externally by ICC. ICC would use prices
only for risk management purposes.\10\
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\10\ Notice, 87 FR at 43352.
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Finally, in the appendix to the EOD Policy, the proposed rule
change would update the timetables for the end-of-day submission
process to include the NA Instrument EU Submission Window (with timing
and deadlines consistent with the EU submission window, as noted
above).
[[Page 53531]]
III. Discussion and Commission Findings
Section 19(b)(2)(C) of the Act directs the Commission to approve a
proposed rule change of a self-regulatory organization if it finds that
such proposed rule change is consistent with the requirements of the
Act and the rules and regulations thereunder applicable to such
organization.\11\ For the reasons discussed below, the Commission finds
that the proposed rule change is consistent with Section 17A(b)(3)(F)
of the Act \12\ and Rules 17Ad-22(e)(6)(iv) and 17Ad-22(e)(18)
thereunder.\13\
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\11\ 15 U.S.C. 78s(b)(2)(C).
\12\ 15 U.S.C. 78q-1(b)(3)(F).
\13\ 17 CFR 240.17Ad-22(e)(6)(iv) and (e)(18).
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A. Consistency With Section 17A(b)(3)(F) of the Act
Section 17A(b)(3)(F) of the Act requires, among other things, that
the rules of ICC be designed to promote the prompt and accurate
clearance and settlement of securities transactions.\14\ Based on its
review of the record, and for the reasons discussed below, the
Commission believes the proposed rule change is consistent with the
promotion of the prompt and accurate clearance and settlement of
securities transactions at ICC because it would expand the group of
entities able to become members of ICC.
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\14\ 15 U.S.C. 78q-1(b)(3)(F).
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As discussed above, the proposed rule change would establish the
requirements applicable to ACPs. These requirements would largely
mirror those currently applicable to Full Participants, except that
ACPs would submit prices for NA Instruments during the NA Instrument EU
Submission Window. The Commission believes this would allow
participation by entities that may be unable to provide prices for NA
Instruments at the close of the New York trading day (as is required
for Full Participants). In doing so, the Commission believes the
proposed rule change would facilitate expanded participation at ICC and
therefore the additional clearance and settlement of transactions at
ICC by these additional participants. The Commission believes this
change therefore would promote the prompt and accurate clearance and
settlement of transactions at ICC, consistent with Section 17A(b)(3)(F)
of the Act.\15\
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\15\ 15 U.S.C. 78q-1(b)(3)(F).
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B. Consistency With Rule 17Ad-22(e)(6)(iv)
Rule 17Ad-22(e)(6)(iv) requires that ICC establish, implement,
maintain, and enforce written policies and procedures reasonably
designed to cover its credit exposures to its participants by
establishing a risk-based margin system that, among other things, uses
reliable sources of timely price data and uses procedures and sound
valuation models for addressing circumstances in which pricing data are
not readily available or reliable.\16\ As discussed above, proposed
Rule 212 and the revised EOD Policy would require ACPs to submit prices
for NA Instruments during the NA Instrument EU Submission Window. The
Commission believes this requirement would facilitate the submission of
prices for NA Instruments by ACPs, who may not have the operational
capability to provide prices for NA Instruments at the close of the New
York trading day (as is required for Full Participants). The Commission
therefore believes that ACPs could serve as a reliable source of timely
price data for NA Instruments, in addition to the price data that Full
Participants submit. The Commission therefore finds the proposed rule
change is consistent with Rule 17Ad-22(e)(6)(iv).\17\
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\16\ 17 CFR 240.17Ad-22(e)(6)(iv).
\17\ 17 CFR 240.17Ad-22(e)(2)(v).
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C. Consistency with Rule 17Ad-22(e)(18)
Rule 17Ad-22(e)(18) requires that ICC establish, implement,
maintain, and enforce written policies and procedures reasonably
designed to, among other things, establish objective, risk-based, and
publicly disclosed criteria for participation, which permit fair and
open access by direct and, where relevant, indirect participants and
other financial market utilities.\18\ As discussed above, proposed Rule
212 and the revised EOD Policy would require ACPs to submit prices for
NA Instruments during the NA Instrument EU Submission Window. The
Commission believes this represents an objective requirement that would
allow participation by persons that may be unable to provide prices for
NA Instruments at the close of the New York trading day (as is required
for Full Participants). Moreover, as discussed above, any person who
meets this requirement, and the other requirements for ACPs (which are
largely the same as those applicable to Full Participants) could become
an ACP. The Commission therefore believes the requirements applicable
ACPs represent objective criteria which any person could potentially
satisfy, thereby permitting fair and open access to ACP membership at
ICC. The Commission therefore find the proposed rule change is
consistent with Rule 17Ad-22(e)(18).\19\
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\18\ 17 CFR 240.17Ad-22(e)(18).
\19\ 17 CFR 240.17Ad-22(e)(18).
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IV. Conclusion
On the basis of the foregoing, the Commission finds that the
proposed rule change is consistent with the requirements of the Act,
and in particular, with the requirements of Section 17A(b)(3)(F) of the
Act \20\ and Rules 17Ad-22(e)(6)(iv) and 17Ad-22(e)(18) thereunder.\21\
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\20\ 15 U.S.C. 78q-1(b)(3)(F).
\21\ 17 CFR 240.17Ad-22(e)(6)(iv) and (e)(18).
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It is therefore ordered pursuant to Section 19(b)(2) of the Act
\22\ that the proposed rule change (SR-ICC-2022-010), be, and hereby
is, approved.\23\
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\22\ 15 U.S.C. 78s(b)(2).
\23\ In approving the proposed rule change, the Commission
considered the proposal's impact on efficiency, competition, and
capital formation. 15 U.S.C. 78c(f).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\24\
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\24\ 17 CFR 200.30-3(a)(12).
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J. Matthew DeLesDernier,
Deputy Secretary.
[FR Doc. 2022-18766 Filed 8-30-22; 8:45 am]
BILLING CODE 8011-01-P