The TRADE 63 - Q1 2020 | Page 14

[ N E W S R E V I E W | M I F I D I I ] EUROPEAN WATCHDOG EYES MAJOR CHANGES to dark trading rules under MiFID II ESMA is considering removing certain transparency waivers which would make the DVCs redundant, or lowering the threshold market-wide to further restrict dark trading in Europe. E U financial authorities are contemplating massive changes to rules for dark trading under MiFID II, which could see the removal of the controversial double volume caps (DVCs), as a review of the regula- tion gets underway. In an in-depth consultation exploring changes to MiFID II for equities, the European Securities and Markets Authority (ESMA) acknowledged that the regula- tion has failed in its objective for increased transparency and the review will look to simplify the transparency regime for market participants. One simplification that ESMA is considering is removing the ref- erence price and negotiated trade waivers, after the regulator found that the percentage of trading under both waivers significantly 14 // TheTRADE // Spring 2020 decreased to almost half of its previous value in 2018 compared to 2017. The move would leave the LIS and OMF (order management facility) waivers in place in a bid to increase pre-trade transparency in the market, with ESMA adding that the proposal would make the DVCs redundant, resulting in their removal from the regulation. The DVCs were introduced in March 2018, following an initial delay to implementation, and have heavily affected trading volumes in dark pools in Europe. They trigger bans on dark trading when a transaction accounts for 4% of the total activity on a single dark venue, or 8% of total trading EU market-wide. Dark trading has steadily increased since the first set of DVCs expired in September 2018, despite early and dramatic declines following the introduc- tion of MiFID II. ESMA stated in its consultation that the DVCs have had positive, but limited, effects on market liquidity since they were imple- mented, but these benefits need to be balanced against the complexi- ty of the DVC system. Should the reference price and negotiated trade waivers remain in place and the DVCs maintained, ESMA has suggested adjusting the percentage at which the bans are triggered, either by removing the 4% total venue cap but keeping the 8% market-wide cap, or removing the 4% total venue cap and reduc- ing the 8% market-wide cap to 7%. Such a move would turn the DVCs into a single volume cap and lower the threshold to further lim- it dark trading at the EU market level. ESMA has also proposed the