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S.B. 176

             1     

FINANCIAL INSTITUTIONS AMENDMENTS

             2     
2004 GENERAL SESSION

             3     
STATE OF UTAH

             4     
Sponsor: John L. Valentine

             5     
             6      LONG TITLE
             7      General Description:
             8          This bill modifies the Financial Institutions Act to permit certain financial institutions
             9      to be organized as limited liability companies and to provide for a study.
             10      Highlighted Provisions:
             11          This bill:
             12          .    provides the conditions under which specified financial institutions can be
             13      organized as or converted to a limited liability company;
             14          .    addresses application of corporate terminology to limited liability companies;
             15          .    changes references to industrial loan corporations to industrial loan companies;
             16          .    addresses formation and operation of industrial loan companies;
             17          .    provides for the study of whether specified financial institutions should be allowed
             18      to be organized as or convert to a limited liability company; and
             19          .    makes technical changes.
             20      Monies Appropriated in this Bill:
             21          None
             22      Other Special Clauses:
             23          This bill provides an immediate effective date.
             24      Utah Code Sections Affected:
             25      AMENDS:
             26          7-1-103, as last amended by Chapter 260, Laws of Utah 2000
             27          7-1-201, as last amended by Chapter 200, Laws of Utah 1994


             28          7-1-203, as last amended by Chapter 176, Laws of Utah 2002
             29          7-1-207, as last amended by Chapter 200, Laws of Utah 1994
             30          7-1-301, as last amended by Chapter 184, Laws of Utah 1999
             31          7-1-324, as enacted by Chapter 75, Laws of Utah 2003
             32          7-1-503, as last amended by Chapter 49, Laws of Utah 1995
             33          7-1-701, as last amended by Chapter 19, Laws of Utah 1997
             34          7-3-3, as last amended by Chapter 49, Laws of Utah 1995
             35          7-8-3, as last amended by Chapter 91, Laws of Utah 1997
             36          7-8-5, as last amended by Chapter 200, Laws of Utah 1994
             37          7-8-7, as last amended by Chapter 200, Laws of Utah 1994
             38          7-8-11, as last amended by Chapter 200, Laws of Utah 1994
             39          7-8-12, as last amended by Chapter 200, Laws of Utah 1994
             40          7-8-13, as last amended by Chapter 200, Laws of Utah 1994
             41          7-8-14, as last amended by Chapter 200, Laws of Utah 1994
             42          7-8-15, as last amended by Chapter 200, Laws of Utah 1994
             43          7-8-16, as last amended by Chapter 200, Laws of Utah 1994
             44          7-8-19, as last amended by Chapter 200, Laws of Utah 1994
             45          7-8-20, as enacted by Chapter 154, Laws of Utah 1993
             46          9-2-1923, as enacted by Chapter 291, Laws of Utah 2003
             47          25-5-4, as last amended by Chapter 182, Laws of Utah 1996
             48          31A-21-109, as enacted by Chapter 75, Laws of Utah 2003
             49          67-4a-102, as last amended by Chapter 248, Laws of Utah 1998
             50          75-6-101, as enacted by Chapter 150, Laws of Utah 1975
             51      ENACTS:
             52          7-1-810, Utah Code Annotated 1953
             53      Uncodified Material Affected:
             54      AMENDS UNCODIFIED MATERIAL:
             55      Uncodified Section 27, Chapter 327, Laws of Utah 2003
             56     
             57      Be it enacted by the Legislature of the state of Utah:
             58          Section 1. Section 7-1-103 is amended to read:


             59           7-1-103. Definitions.
             60          As used in this title:
             61          (1) (a) "Bank" means a person authorized under the laws of this state, another state, or
             62      the United States to accept deposits from the public.
             63          (b) "Bank" does not include:
             64          (i) a federal savings and loan association or federal savings bank;
             65          (ii) a savings and loan association or savings bank subject to Chapter 7, Savings and
             66      Loan Association Act;
             67          (iii) an industrial loan [corporation] company subject to Chapter 8, Industrial Loan
             68      Companies;
             69          (iv) a federally chartered credit union; or
             70          (v) a credit union subject to Chapter 9, Utah Credit Union Act.
             71          (2) "Banking business" means the offering of deposit accounts to the public and the
             72      conduct of such other business activities as may be authorized by this title.
             73          (3) (a) "Branch" means a place of business of a financial institution, other than its main
             74      office, at which deposits are received and paid.
             75          (b) "Branch" does not include:
             76          (i) an automated teller machine, as defined in Section 7-16a-102 ;
             77          (ii) a point-of-sale terminal, as defined in Section 7-16a-102 ; or
             78          (iii) a loan production office under Section 7-1-715 .
             79          (4) "Commissioner" means the Commissioner of Financial Institutions.
             80          (5) "Control" means the power, directly or indirectly, to:
             81          (a) direct or exercise a controlling influence over:
             82          (i) the management or policies of a financial institution[,]; or [over]
             83          (ii) the election of a majority of the directors or trustees of an institution;
             84          (b) vote 20% or more of any class of voting securities of a financial institution by an
             85      individual; or
             86          (c) vote more than 5% of any class of voting securities of a financial institution by a
             87      person other than an individual.
             88          (6) "Credit union" means a cooperative, nonprofit association [incorporated] formed
             89      under:


             90          (a) Chapter 9, Utah Credit Union Act; or
             91          (b) 12 U.S.C. Sec. 1751 et seq., Federal Credit Union Act, as amended.
             92          (7) "Department" means the Department of Financial Institutions.
             93          (8) "Depository institution" means a bank, savings and loan association, savings bank,
             94      industrial loan [corporation] company, credit union, or other institution that:
             95          (a) holds or receives deposits, savings, or share accounts[, or];
             96          (b) issues certificates of deposit[,]; or
             97          (c) provides to its customers other depository accounts that are subject to withdrawal
             98      by checks, drafts, or other instruments or by electronic means to effect third party payments.
             99          (9) (a) "Depository institution holding company" means:
             100          (i) a person other than an individual that:
             101          (A) has control over any depository institution; or [that]
             102          (B) becomes a holding company of a depository institution under Section 7-1-703 ; or
             103          (ii) a person other than an individual that the commissioner finds, after considering the
             104      specific circumstances, is exercising or is capable of exercising a controlling influence over a
             105      depository institution by means other than those specifically described in this section.
             106          (b) Except as provided in Section 7-1-703 , a person is not a depository institution
             107      holding company solely because it owns or controls shares acquired in securing or collecting a
             108      debt previously contracted in good faith.
             109          (10) "Financial institution" means any institution subject to the jurisdiction of the
             110      department because of this title.
             111          (11) (a) "Financial institution holding company" means a person, other than an
             112      individual that has control over any financial institution or any person that becomes a financial
             113      institution holding company under this chapter, including an out-of-state or foreign depository
             114      institution holding company.
             115          (b) Ownership of a service corporation or service organization by a depository
             116      institution does not make that institution a financial institution holding company.
             117          (c) A person holding 5% or less of the voting securities of a financial institution is
             118      rebuttably presumed not to have control of the institution.
             119          (d) A trust company is not a holding company solely because it owns or holds 20% or
             120      more of the voting securities of a financial institution in a fiduciary capacity, unless the trust


             121      company exercises a controlling influence over the management or policies of the financial
             122      institution.
             123          (12) "Foreign depository institution" means a depository institution chartered or
             124      authorized to transact business by a foreign government.
             125          (13) "Foreign depository institution holding company" means the holding company of a
             126      foreign depository institution.
             127          (14) "Home state" means:
             128          (a) for a state chartered depository institution, the state that charters the institution;
             129          (b) for a federally chartered depository institution, the state where the institution's main
             130      office is located; and
             131          (c) for a depository institution holding company, the state in which the total deposits of
             132      all depository institution subsidiaries are the largest.
             133          (15) "Host state" means:
             134          (a) for a depository institution, a state, other than the institution's home state, where the
             135      institution maintains or seeks to establish a branch; and
             136          (b) for a depository institution holding company, a state, other than the depository
             137      institution holding company's home state, where the depository institution holding company
             138      controls or seeks to control a depository institution subsidiary.
             139          (16) "Industrial loan [corporation] company" means a corporation or limited liability
             140      company conducting the business of an industrial loan [corporation] company under Chapter 8,
             141      Industrial Loan Companies.
             142          (17) "Insolvent" means the status of a financial institution that is unable to meet its
             143      obligations as they mature.
             144          (18) "Institution" means:
             145          (a) a corporation[,];
             146          (b) a limited liability company[,];
             147          (c) a partnership[,];
             148          (d) a trust[,];
             149          (e) an association[,];
             150          (f) a joint venture[,];
             151          (g) a pool[,];


             152          (h) a syndicate[,];
             153          (i) an unincorporated organization[,]; or
             154          (j) any form of business entity.
             155          (19) "Institution subject to the jurisdiction of the department" means an institution or
             156      other person described in Section 7-1-501 .
             157          (20) "Liquidation" means the act or process of winding up the affairs of an institution
             158      subject to the jurisdiction of the department by realizing upon assets, paying liabilities, and
             159      appropriating profit or loss, as provided in Chapters 2 and 19.
             160          (21) "Liquidator" means a person, agency, or instrumentality of this state or the United
             161      States appointed to conduct a liquidation.
             162          (22) (a) "Member of a savings and loan association" means:
             163          (i) a person holding a savings account of a mutual association;
             164          (ii) a person borrowing from, assuming, or becoming obligated upon a loan or an
             165      interest in a loan held by a mutual association; or
             166          (iii) any person or class of persons granted membership rights by the articles of
             167      incorporation or the bylaws of an association.
             168          (b) A joint and survivorship or other multiple owner or borrower relationship
             169      constitutes a single membership.
             170          (23) "Negotiable order of withdrawal" means a draft drawn on a NOW account.
             171          (24) (a) "NOW account" means a savings account from which the owner may make
             172      withdrawals by negotiable or transferable instruments for the purpose of making transfers to
             173      third parties.
             174          (b) A "NOW account" is not a demand deposit.
             175          (c) Neither the owner of a NOW account nor any third party holder of an instrument
             176      requesting withdrawal from the account has a legal right to make withdrawal on demand.
             177          (25) "Out-of-state" means, in reference to a depository institution or depository
             178      institution holding company, an institution or company whose home state is not Utah.
             179          (26) "Person" means:
             180          (a) an individual[,];
             181          (b) a corporation[,];
             182          (c) a limited liability company[,];


             183          (d) a partnership[,];
             184          (e) a trust[,];
             185          (f) an association[,];
             186          (g) a joint venture[,];
             187          (h) a pool[,];
             188          (i) a syndicate[,];
             189          (j) a sole proprietorship[,];
             190          (k) an unincorporated organization[,]; or
             191          (l) any form of business entity.
             192          (27) "Receiver" means a person, agency, or instrumentality of this state or the United
             193      States appointed to administer and manage an institution subject to the jurisdiction of the
             194      department in receivership, as provided in Chapters 2 and 19.
             195          (28) "Receivership" means the administration and management of the affairs of an
             196      institution subject to the jurisdiction of the department to conserve, preserve, and properly
             197      dispose of the assets, liabilities, and revenues of an institution in possession, as provided in
             198      Chapters 2 and 19.
             199          (29) "Savings account" means any deposit or other account at a depository institution
             200      that is not a transaction account.
             201          (30) (a) "Savings and loan association" means any of the following subject to this title:
             202          (i) a mutual or capital stock savings association[,];
             203          (ii) a savings and loan association[,];
             204          (iii) a mutual or capital stock savings bank[,]; or
             205          (iv) a building and loan association [subject to this title, including].
             206          (b) "Savings and loan association" includes the following as defined in Section 7-7-2 :
             207          (i) all federal associations; and
             208          (ii) all out-of-state associations[, as defined in Section 7-7-2 ].
             209          (31) "Service corporation" or "service organization" means a corporation or other
             210      business entity owned or controlled by one or more financial institutions that is engaged or
             211      proposes to engage in business activities related to the business of financial institutions.
             212          (32) "State" means, unless the context demands otherwise[,]:
             213          (a) a state[,];


             214          (b) the District of Columbia[,]; or
             215          (c) the territories of the United States.
             216          (33) "Subsidiary" means a business entity under the control of an institution.
             217          (34) (a) "Transaction account" means a deposit, account, or other contractual
             218      arrangement in which a depositor, account holder, or other customer is permitted, directly or
             219      indirectly, to make withdrawals by:
             220          (i) check or other negotiable or transferable instrument[, by];
             221          (ii) payment order of withdrawal[, by];
             222          (iii) telephone transfer[, by];
             223          (iv) other electronic means[,]; or [by]
             224          (v) any other means or device for the purpose of making payments or transfers to third
             225      persons.
             226          (b) "Transaction account" includes:
             227          (i) demand deposits;
             228          (ii) NOW accounts;
             229          (iii) savings deposits subject to automatic transfers; and
             230          (iv) share draft accounts.
             231          (35) "Trust company" means a person authorized to conduct a trust business, as
             232      provided in Chapter 5, Trust Business.
             233          (36) "Utah depository institution" means a depository institution whose home state is
             234      Utah.
             235          (37) "Utah depository institution holding company" means a depository institution
             236      holding company whose home state is Utah.
             237          Section 2. Section 7-1-201 is amended to read:
             238           7-1-201. Creation of department -- Organization.
             239          (1) There is created the Department of Financial Institutions that is responsible for the
             240      execution of the laws of this state relating to all financial institutions and other persons subject
             241      to this title, and relating to the businesses they conduct.
             242          (2) The department organization includes:
             243          [(1)] (a) the commissioner of financial institutions, who shall be the chief executive
             244      officer of the department;


             245          [(2)] (b) the Board of Financial Institutions;
             246          [(3)] (c) the chief examiner;
             247          [(4)] (d) the supervisor of banks;
             248          [(5)] (e) the supervisor of savings and loan associations;
             249          [(6)] (f) the supervisor of industrial loan [corporations] companies;
             250          [(7)] (g) the supervisor of credit unions; and
             251          [(8)] (h) other supervisors, examiners, and personnel as may be required to carry out
             252      the duties, powers, and responsibilities of the department.
             253          Section 3. Section 7-1-203 is amended to read:
             254           7-1-203. Board of Financial Institutions.
             255          (1) There is created a Board of Financial Institutions consisting of the commissioner
             256      and the following five members, who shall be qualified by training and experience in their
             257      respective fields and shall be appointed by the governor with the consent of the Senate:
             258          (a) one representative from the commercial banking business;
             259          (b) one representative from the savings and loan, consumer lending, mortgage
             260      brokerage, or escrow agency business;
             261          (c) one representative from the industrial loan [corporation] company business;
             262          (d) one representative from the credit union business; and
             263          (e) one representative of the general public who, as a result of education, training,
             264      experience, or interest, is well qualified to consider economic and financial issues and data as
             265      they may affect the public interest in the soundness of the financial systems of this state.
             266          (2) The commissioner shall act as chair.
             267          (3) (a) All members of the board shall be residents of this state.
             268          (b) No more than three members of the board may be from the same political party.
             269          (c) No more than two members of the board may be connected with the same financial
             270      institution or its holding company.
             271          (d) A member may not participate in any matter involving any institution with which
             272      the member has a conflict of interest.
             273          (4) (a) Except as required by Subsection (4)(b), the terms of office shall be four years
             274      each expiring on July 1.
             275          (b) Notwithstanding the requirements of Subsection (4)(a), the governor shall, at the


             276      time of appointment or reappointment, adjust the length of terms to ensure that the terms of
             277      board members are staggered so that approximately half of the board is appointed every two
             278      years.
             279          (c) All members serve until their respective successors are appointed and qualified.
             280          (d) When a vacancy occurs in the membership for any reason, the replacement shall be
             281      appointed for the unexpired term.
             282          (5) (a) The board shall meet at least quarterly on a date it sets.
             283          (b) The commissioner or any two members of the board may call additional meetings.
             284          (c) Four members constitute a quorum for the transaction of business.
             285          (d) Actions of the board require a vote of a majority of those present.
             286          (e) Meetings of the board and records of its proceedings are subject to Title 52, Chapter
             287      4, Open and Public Meetings, except for discussion of confidential information pertaining to a
             288      particular financial institution.
             289          (6) (a) Each member of the board shall, by sworn or written statement filed with the
             290      commissioner, disclose any position of employment or ownership interest that the member has
             291      with respect to any institution subject to the jurisdiction of the department.
             292          (b) The member shall:
             293          (i) file [this] the statement required by this Subsection (6) when first appointed to the
             294      board; and [shall]
             295          (ii) subsequently file amendments to the statement if there is any material change in the
             296      matters covered by the statement.
             297          (7) (a) (i) Members who are not government employees shall receive no compensation
             298      or benefits for their services, but may receive per diem and expenses incurred in the
             299      performance of the member's official duties at the rates established by the Division of Finance
             300      under Sections 63A-3-106 and 63A-3-107 .
             301          (ii) Members may decline to receive per diem and expenses for their service.
             302          (b) (i) State government officer and employee members who do not receive salary, per
             303      diem, or expenses from their agency for their service may receive per diem and expenses
             304      incurred in the performance of their official duties from the board at the rates established by the
             305      Division of Finance under Sections 63A-3-106 and 63A-3-107 .
             306          (ii) State government officer and employee members may decline to receive per diem


             307      and expenses for their service.
             308          (8) The board shall advise the commissioner with respect to:
             309          (a) the exercise of [his] the commissioner's duties, powers, and responsibilities under
             310      this title; and
             311          (b) the organization and performance of the department and its employees.
             312          (9) The board shall recommend annually to the governor and the Legislature a budget
             313      for the requirements of the department in carrying out its duties, functions, and responsibilities
             314      under this title.
             315          Section 4. Section 7-1-207 is amended to read:
             316           7-1-207. Supervisor of industrial loan companies -- Responsibilities.
             317          (1) The commissioner shall designate an examiner as supervisor of industrial loan
             318      [corporations] companies who shall be sufficiently qualified by training and experience in the
             319      business of industrial loan [corporations] companies or other financial institutions or as an
             320      employee of a state or federal agency supervising financial institutions to perform the duties of
             321      the office.
             322          (2) (a) The supervisor of industrial loan [corporations] companies is responsible,
             323      subject to the direction and control of the commissioner, for the general supervision and
             324      examination of all industrial loan [corporations] companies subject to the jurisdiction of the
             325      department and other institutions as assigned.
             326          (b) The supervisor shall:
             327          (i) assist and advise the commissioner in the execution of the laws of this state relating
             328      to these institutions[,]; and [shall]
             329          (ii) perform other duties prescribed in this title or assigned by the commissioner.
             330          Section 5. Section 7-1-301 is amended to read:
             331           7-1-301. Powers and duties of commissioner -- Rulemaking.
             332          Without limiting the other powers, duties, and responsibilities specified in this title, the
             333      commissioner has all the functions, powers, duties, and responsibilities with respect to
             334      institutions, persons, or businesses subject to the jurisdiction of the department contained in
             335      this title, including all of the functions, powers, duties, and responsibilities described in
             336      Subsections (1) through (15).
             337          (1) The commissioner may govern the administration and operation of the department.


             338          (2) The commissioner may supervise the conduct, operation, management,
             339      examination, and statements and reports of examinations of financial institutions and other
             340      persons subject to the jurisdiction of the department.
             341          (3) (a) The commissioner may authorize a state chartered depository institution to
             342      engage in any activity it could engage in, and to grant to that institution all additional rights,
             343      powers, privileges, benefits, or immunities it would possess, if it were chartered under the laws
             344      of the United States.
             345          (b) The commissioner may authorize a depository institution chartered by this state to
             346      engage in any activity that a Utah branch of an out-of-state depository institution of the same
             347      class can engage in, and to grant to the Utah institution all additional rights, powers, privileges,
             348      benefits, or immunities it needs to engage in the activity.
             349          (c) In granting authority under this Subsection (3), the commissioner shall consider:
             350          (i) the need for competitive equality between institutions chartered by this state and
             351      institutions operating in this state that are chartered by another state or by the federal
             352      government; and
             353          (ii) the adverse effect on shareholders, members, depositors, and other customers of
             354      financial institutions chartered by this state if equal power and protection of those institutions,
             355      compared with federally chartered or out-of-state institutions of the same class, are not
             356      promptly available.
             357          (4) The commissioner may safeguard the interest of shareholders, members, depositors,
             358      and other customers of institutions and other persons subject to the jurisdiction of the
             359      department.
             360          (5) (a) The commissioner may establish criteria consistent with this title to be applied
             361      in granting applications for approval of:
             362          (i) a new institution;
             363          (ii) a new branch;
             364          (iii) the relocation of an office or branch;
             365          (iv) a merger;
             366          (v) a consolidation;
             367          (vi) a change in control of an institution or other person subject to the jurisdiction of
             368      the department; and


             369          (vii) other applications specified in this title.
             370          (b) The criteria established under Subsection (5)(a) may not be applied to make it more
             371      difficult for a state chartered institution to obtain approval of an application than for a federally
             372      chartered institution in the same class to obtain approval from the appropriate federal
             373      regulatory agency or administrator.
             374          (6) (a) The commissioner may protect the privacy of the records of any institution
             375      subject to the jurisdiction of the department pertaining to a particular depositor or other
             376      customer of the institution. Rules adopted under this Subsection (6) shall be consistent with
             377      federal laws and regulations applicable to the institution.
             378          (b) Any institution that consents to produce records or that is required to produce
             379      records in compliance with a subpoena or other order of a court of competent jurisdiction or in
             380      compliance with an order obtained pursuant to Sections 78-27-45 through 78-27-50.5 shall be
             381      reimbursed for the cost of retrieval and reproduction of the records by the party seeking the
             382      information. The commissioner may by rule establish the rates and conditions under which
             383      reimbursement is made.
             384          (7) (a) The commissioner may classify all records kept by institutions subject to the
             385      jurisdiction of the department and to prescribe the period for which each class of records is
             386      retained.
             387          (b) Rules adopted under this Subsection (7) for any class of financial institution shall
             388      be consistent with federal laws and regulations applicable to the class.
             389          [(b)] (c) Rules made under this Subsection (7)[(a)] shall provide that:
             390          (i) An institution may dispose of any record after retaining it for the period prescribed
             391      by the commissioner for retention of records of its class. If an institution disposes of a record
             392      after the prescribed period, the institution has no duty to produce it in any action or proceeding
             393      and is not liable to any person by reason of that disposition.
             394          (ii) Any institution may keep records in its custody in the form of microfilm or
             395      equivalent reproduction. Any such reproduction shall have the same force and effect as the
             396      original and shall be admissible into evidence as if it were the original.
             397          [(c)] (d) In adopting rules under this Subsection (7), the commissioner shall take into
             398      consideration:
             399          (i) actions at law and administrative proceedings in which the production of the records


             400      might be necessary or desirable;
             401          (ii) state and federal statutes of limitation applicable to the actions or proceedings;
             402          (iii) the availability from other sources of information contained in these records; and
             403          (iv) other matters the commissioner considers pertinent in formulating rules that
             404      require institutions to retain their records for as short a period as commensurate with the
             405      interest in having the records available of:
             406          (A) customers, members, depositors, and shareholders of the institutions; and
             407          (B) the people of this state.
             408          (8) (a) The commissioner may establish reasonable classes of depository and other
             409      financial institutions including separate classes for:
             410          (i) savings and loan associations and related institutions[,];
             411          (ii) banks and related institutions[,];
             412          (iii) credit unions[,]; and
             413          (iv) industrial loan [corporations] companies.
             414          (b) If the restrictions or requirements the commissioner imposes are not more stringent
             415      than those applicable under federal law or regulation to federally chartered institutions of the
             416      same class, the commissioner may establish the following for each class in a manner consistent
             417      with this title:
             418          (i) eligible classes and types of investments for the deposits and other funds of those
             419      financial institutions;
             420          (ii) minimum standards, in amounts sufficient to protect depositors and other creditors,
             421      for the amount and types of capital required to engage in the business conducted by each class
             422      or to obtain a license or to establish a branch or additional office of an institution of each class;
             423          (iii) eligible obligations, reserves, and other accounts to be included in the computation
             424      of capital;
             425          (iv) minimum liquidity requirements for financial institutions within each class in
             426      amounts sufficient to meet the demands of depositors and other creditors for liquid funds;
             427          (v) limitations on the amount and type of borrowings by each class of financial
             428      institution in relation to the amount of its capital and the character and condition of its assets
             429      and its deposits and other liabilities;
             430          (vi) limitations on the amount and nature of loans and extensions of credit to any


             431      person or related persons by each class of financial institution in relation to the amount of its
             432      capital; and
             433          (vii) limitations on the amount and nature of loans and extensions of credit by a
             434      financial institution or other person within each class to an executive officer, director, or
             435      principal shareholder of:
             436          (A) the institution or other person;
             437          (B) any company of which the institution or other person is a subsidiary;
             438          (C) any subsidiary of the institution or other person;
             439          (D) any affiliate of the institution; and
             440          (E) a company controlled by an executive officer, director, or principal shareholder of
             441      the institution.
             442          (9) The commissioner may define unfair trade practices of financial institutions and
             443      other persons subject to the jurisdiction of the department and to prohibit or restrict these
             444      practices.
             445          (10) The commissioner may establish reasonable standards to promote the fair and
             446      truthful advertising of:
             447          (a) services offered by a financial institution;
             448          (b) the charges for the services advertised under Subsection (10)(a);
             449          (c) the interest or other compensation to be paid on deposits or any debt instrument
             450      offered for sale by the institution;
             451          (d) the nature and extent of any:
             452          (i) insurance on deposits[,];
             453          (ii) savings accounts[,];
             454          (iii) share accounts[,];
             455          (iv) certificates of deposit[,];
             456          (v) time deposit accounts[,];
             457          (vi) NOW accounts[,];
             458          (vii) share draft accounts[,];
             459          (viii) transaction accounts[,]; or
             460          (ix) any evidence of indebtedness issued, offered for sale, offered to sell or sold by any
             461      financial institution or other person subject to the jurisdiction of the department; and


             462          (e) the safety or financial soundness of any financial institution or other person subject
             463      to the jurisdiction of the department.
             464          (11) The commissioner may define what constitutes an impairment of capital for each
             465      class of financial institution or other person subject to the jurisdiction of the department.
             466          (12) The commissioner may designate days on which depository institutions are closed
             467      in accordance with Section 7-1-808 .
             468          (13) The commissioner may regulate the issuance, advertising, offer for sale, and sale
             469      of a security to the extent authorized by Section 7-1-503 .
             470          (14) The commissioner may require the officers of any institution or other person
             471      subject to the commissioner's jurisdiction to open and keep a standard set of books, computer
             472      records, or both for the purpose of keeping accurate and convenient records of the transactions
             473      and accounts of the institution in a manner to enable the commissioner, supervisors, and
             474      department examiners to readily ascertain the institution's true condition. These requirements
             475      shall be consistent with generally accepted accounting principles for financial institutions.
             476          (15) In accordance with Title 63, Chapter 46a, Utah Administrative Rulemaking Act,
             477      the commissioner may adopt and issue rules consistent with the purposes and provisions of this
             478      title, and may revise, amend, or repeal the rules adopted.
             479          Section 6. Section 7-1-324 is amended to read:
             480           7-1-324. Debt cancellation agreements and debt suspension agreements.
             481          (1) As used in this section:
             482          (a) "Class of depository institution" means a class consisting of:
             483          (i) banks;
             484          (ii) credit unions;
             485          (iii) industrial loan [corporations] companies;
             486          (iv) savings and loan associations; or
             487          (v) wholly owned subsidiaries of a depository institution listed in this Subsection
             488      (1)(a).
             489          (b) "Debt cancellation agreement" is as defined in Section 31A-21-109 .
             490          (c) "Debt suspension agreement" is as defined in Section 31A-21-109 .
             491          (2) Subject to the other provisions of this section, the commissioner may by rule, made
             492      in accordance with Title 63, Chapter 46a, Utah Administrative Rulemaking Act:


             493          (a) authorize any member of a class of depository institution that is subject to the
             494      jurisdiction of the department to issue:
             495          (i) a debt cancellation agreement; or
             496          (ii) a debt suspension agreement; and
             497          (b) regulate the issuance of a debt cancellation agreement or a debt suspension
             498      agreement issued in this state by a member of a class of depository institution.
             499          (3) (a) Any rule adopted by the commissioner under this section as applied to a class of
             500      depository institution shall be substantially similar to any federal regulation applying to the
             501      same class of depository institution.
             502          (b) Any rule adopted by the commissioner applicable to a class of depository institution
             503      described in this Subsection (3)(b) shall be substantially similar to any federal regulation
             504      applicable to a bank if no federal regulation authorizes or regulates the issuance of a debt
             505      cancellation agreement or debt suspension agreement for that class of depository institution.
             506          (4) (a) An out-of-state depository institution may issue a debt cancellation agreement
             507      or debt suspension agreement in this state if:
             508          (i) the home state of the out-of-state depository institution authorizes and regulates the
             509      issuance of a debt cancellation agreement or debt suspension agreement by the out-of-state
             510      depository institution; and
             511          (ii) subject to Subsection (4)(b), the out-of-state depository institution complies with
             512      regulations from the out-of-state depository institution's home state that regulate the issuance of
             513      a debt cancellation agreement or a debt suspension agreement.
             514          (b) Notwithstanding Subsection (4)(a), an out-of-state depository institution described
             515      in Subsection (4)(a) shall comply with rules adopted by the commissioner under this section
             516      that regulate the issuance of a debt cancellation agreement or a debt suspension agreement in
             517      this state by the class of depository institution to which the out-of-state depository institution
             518      belongs if the regulations of the out-of-state depository institution's home state do not provide
             519      at least the same level of protection with respect to a debt cancellation agreement or debt
             520      suspension agreement as the rules adopted by the commissioner under this section with respect
             521      to the same class of depository institution:
             522          (i) for the safety and soundness of the depository institution; and
             523          (ii) for consumer protections for the borrowers of the depository institution.


             524          Section 7. Section 7-1-503 is amended to read:
             525           7-1-503. Regulation of sale by financial institution of its securities -- Solicitation
             526      of deposit accounts restricted -- Violations.
             527          (1) As used in this section, "security" has the same meaning as in Section 61-1-13 ,
             528      except that "security" does not include:
             529          (a) a certificate of deposit or similar instrument issued by:
             530          (i) a bank[,];
             531          (ii) a savings and loan association[,];
             532          (iii) a credit union[,]; or
             533          (iv) an industrial loan [corporation] company;
             534          (b) a loan participation, letter of credit, or other form of indebtedness incurred in the
             535      ordinary course of business by:
             536          (i) a bank[,];
             537          (ii) a savings and loan association[,];
             538          (iii) a credit union[,]; or
             539          (iv) an industrial loan [corporation] company; or
             540          (c) (i) a promissory note or other evidence of indebtedness and the underlying security
             541      for it[,];
             542          (ii) a lease of personal property[,];
             543          (iii) a contract to sell real or personal property[,]; or
             544          (iv) any other loan or investment sold by a depository institution in the secondary
             545      market.
             546          (2) A person subject to the jurisdiction of the department may not, directly or
             547      indirectly, issue, offer, offer to sell, offer for sale, or sell any security of which it is the issuer
             548      without:
             549          (a) the prior approval of the commissioner;
             550          (b) payment of the fee prescribed in Section 7-1-401 ; and
             551          (c) complying with the rules of the department with respect to securities.
             552          (3) (a) A person not otherwise subject to the jurisdiction of the department may not
             553      issue, offer to sell, offer for sale, or sell, or otherwise solicit the general public to deposit in any
             554      account or to purchase or invest in any instrument creating or evidencing a debtor-creditor


             555      relationship, if the account or instrument is represented to be an account with or an instrument
             556      issued by a financial institution subject to the jurisdiction of the department, without:
             557          (i) the prior approval of the commissioner;
             558          (ii) payment of the fee prescribed in Section 7-1-401 ; and
             559          (iii) complying with the rules of the department with respect to securities.
             560          (b) Subsection (3)(a) does not apply to:
             561          (i) insurance companies that have been issued certificates of authority under Title 31A,
             562      Insurance Code[,];
             563          (ii) brokers or dealers registered under:
             564          (A) Title 61, Chapter 1, Utah Uniform Securities Act[,]; or
             565          (B) the federal Securities Exchange Act of 1934[,]; or
             566          (iii) nondepository institutions to the extent that the securities are not offered for sale
             567      or sold through or by agents, representatives, officers, or employees of an affiliated Utah
             568      depository institution[,]; or
             569          (iv) out-of-state depository institution with at least one branch in Utah or otherwise
             570      offered for sale or sold on its premises.
             571          (4) The rules of the department:
             572          (a) shall, at a minimum, require registration with the department; and
             573          (b) may require the use of an offering circular containing such material information as
             574      to the nature of the security and the financial condition of the issuer as the commissioner may
             575      require to protect the public interest.
             576          (5) The provisions of Sections 61-1-21 , 61-1-21.1, and 61-1-22 apply to violations of
             577      this section.
             578          Section 8. Section 7-1-701 is amended to read:
             579           7-1-701. Representation and transacting business as financial institution
             580      restricted -- Restricted names -- Penalty.
             581          (1) As used in this section, "transact business" includes:
             582          (a) advertising;
             583          (b) representing oneself in any manner as being engaged in transacting business;
             584          (c) registering an assumed name under which to transact business; or
             585          (d) using an assumed business name, sign, letterhead, business card, promotion, or


             586      other indication that one is transacting business.
             587          (2) Unless authorized by the department or an agency of the federal government to do
             588      so, it is unlawful for any person to:
             589          (a) transact business as a:
             590          (i) bank;
             591          (ii) savings and loan association;
             592          (iii) savings bank;
             593          (iv) industrial loan [corporation] company;
             594          (v) credit union;
             595          (vi) trust company; or
             596          (vii) other financial or depository institution; or
             597          (b) engage in any other activity subject to the jurisdiction of the department.
             598          (3) (a) Except as provided in Subsections (3)(b) through (d), only the following may
             599      transact business in this state under a name that includes "bank," "banker," "banking,"
             600      "banque," "banc," "banco," "bancorp," "bancorporation," any derivative of these words, or any
             601      other word or combination of words reasonably identifying the business of a bank:
             602          (i) a national bank;
             603          (ii) a bank authorized to do business under Chapter 3, Banks;
             604          (iii) a bank holding company; or
             605          (iv) an industrial loan [corporation] company authorized to:
             606          (A) conduct business under Chapter 8, Industrial Loan [Corporations] Companies; and
             607          (B) accept or hold deposit accounts insured by a federal deposit insurance agency.
             608          (b) A person authorized to operate in this state as a credit card bank, as defined in
             609      Section 7-3-3 [,]:
             610          (i) may transact business under the name "credit card bank"; and
             611          (ii) may not transact business under the name of "bank" unless it is immediately
             612      preceded by "credit card."
             613          (c) A nonbank subsidiary of a bank holding company may transact business under a
             614      name restricted in Subsection (3)(a) if the name:
             615          (i) is also part of the name of its parent holding company; or
             616          (ii) is used for a group of subsidiaries of the parent holding company.


             617          (d) The Utah Bankers Association or other bona fide trade association of authorized
             618      banks may transact its affairs in this state under a name restricted under Subsection (3)(a) if it
             619      does not operate and does not hold itself out to the public as operating a depository or financial
             620      institution.
             621          (4) (a) Except as provided in Subsection (4)(b), only the following may transact
             622      business in this state under a name that includes "savings association," "savings and loan
             623      association," "building and loan association," "building association," any derivative of these
             624      words, or any other word or combination of words reasonably identifying the business of a
             625      savings and loan association:
             626          (i) a federal savings and loan association;
             627          (ii) a federal savings bank; or
             628          (iii) a savings and loan association authorized to do business under Chapter 7, Savings
             629      and Loan Associations Act.
             630          (b) A national bank may transact business under a name restricted in Subsection (4)(a)
             631      if the restricted words are part of the bank's corporate name.
             632          (5) Only the following may transact business under the name "savings bank":
             633          (a) a depository institution listed in Subsection (3)(a);
             634          (b) a depository institution listed in Subsection (4)(a); or
             635          (c) a depository institution authorized under state law to operate in this state as a
             636      savings bank.
             637          (6) Only an industrial loan [corporation] company authorized to do business under
             638      Chapter 8, Industrial Loan [Corporations] Companies, may transact business in this state under
             639      a name that includes "industrial loan [corporation] company," "ILC," "thrift," or any other
             640      word, combination of words, or abbreviation reasonably identifying the business of an
             641      industrial loan [corporation] company.
             642          (7) (a) Except as provided in Subsection (7)(b), only a credit union authorized to do
             643      business under the laws of the United States or Chapter 9, Utah Credit Union Act, may transact
             644      business in this state under a name that includes "credit union" or any other word or
             645      combination of words reasonably identifying the business of a credit union.
             646          (b) The restriction in Subsection (7)(a) does not apply to the Utah League of Credit
             647      Unions, any credit union chapter, or any other association affiliated with the Utah League of


             648      Credit Unions that restricts its services primarily to credit unions.
             649          (8) (a) Except as provided in Subsection (8)(b), only a person granted trust powers
             650      under Chapter 5, Trust Business, may transact business in this state under a name that includes
             651      "trust," "trustee," "trust company," or any other word or combination of words reasonably
             652      identifying the business of a trust company.
             653          (b) A business entity organized as a business trust, as defined in Section 7-5-1 , may use
             654      "business trust" in its name if it does not hold itself out as being a trust company.
             655          (9) The restrictions of Subsections (3) through (8) do not apply to:
             656          (a) the name under which an out-of-state depository institution operates a loan
             657      production office in this state, if the commissioner approves the name as not being reasonably
             658      likely to mislead the public;
             659          (b) the name under which a service organization of a financial institution transacts
             660      business, if the commissioner approves the name as not being reasonably likely to mislead the
             661      public;
             662          (c) the name under which a subsidiary of a depository or financial institution transacts
             663      business, if the commissioner approves the name as not being reasonably likely to mislead the
             664      public; or
             665          (d) a trade association or other nonprofit organization composed of members of a
             666      particular class of financial institutions using words applicable to that class.
             667          (10) (a) Upon written request, the commissioner may grant an exemption to this
             668      section if the commissioner finds that the use of an otherwise restricted name or word is not
             669      reasonably likely to cause confusion or lead the public to believe that the person requesting the
             670      exemption is a depository or financial institution or is conducting a business subject to the
             671      jurisdiction of the department.
             672          (b) In granting an exemption under Subsection (10)(a), the commissioner may restrict
             673      or condition the use of the name or word or the activities of the person or business as the
             674      commissioner considers necessary to protect the public.
             675          (11) (a) Each person[, corporation, association, or other business entity] and each
             676      principal and officer of a business entity violating this section is guilty of a class A
             677      misdemeanor. Each day of violation constitutes a separate offense.
             678          (b) In addition to a criminal penalty imposed under Subsection (11)(a), the


             679      commissioner may issue a cease and desist order against a person violating this section. The
             680      commissioner may impose a civil penalty of up to $500 for each day the person fails to comply
             681      with the cease and desist order.
             682          Section 9. Section 7-1-810 is enacted to read:
             683          7-1-810. Limited liability companies.
             684          (1) Notwithstanding any other provision of this title, if the conditions of this section are
             685      met, the following may be organized as or convert to a limited liability company under Title
             686      48, Chapter 2c, Utah Revised Limited Liability Company Act:
             687          (a) an industrial loan company chartered under Chapter 8, Industrial Loan companies;
             688      or
             689          (b) any of the following if organized as an S-Corporation immediately before becoming
             690      a limited liability company:
             691          (i) a bank chartered under Chapter 3, Banks;
             692          (ii) a savings and loan association chartered under Chapter 7, Savings and Loan
             693      Associations Act;
             694          (iii) a credit union chartered under Chapter 9, Utah Credit Union Act; or
             695          (iv) a depository institution holding company.
             696          (2) (a) Before an entity described in Subsection (1) may organize as or convert to a
             697      limited liability company, the entity shall obtain approval of the commissioner.
             698          (b) (i) To obtain the approval under this section from the commissioner, the entity shall
             699      file a request for approval with the commissioner at least 30 days before the day on which the
             700      entity becomes a limited liability company.
             701          (ii) If the commissioner does not disapprove the request for approval within 30 days
             702      from the day on which the commissioner receives the request, the request is considered
             703      approved.
             704          (iii) When taking action on a request for approval filed under this section, the
             705      commissioner may:
             706          (A) approve the request;
             707          (B) approve the request subject to terms and conditions the commissioner considers
             708      necessary; or
             709          (C) disapprove the request.


             710          (3) To approve a request for approval, the commissioner shall find:
             711          (a) for an entity described in Subsection (1) that is required to be insured by a federal
             712      deposit insurance agency, that the entity:
             713          (i) will operate in a safe and sound manner;
             714          (ii) has the following characteristics:
             715          (A) the entity is not subject to automatic termination, dissolution, or suspension upon
             716      the happening of some event other than the passage of time;
             717          (B) the exclusive authority to manage the entity is vested in a board of managers or
             718      directors that:
             719          (I) is elected or appointed by the owners;
             720          (II) is not required to have owners of the entity included on the board;
             721          (III) possesses adequate independence and authority to supervise the operation of the
             722      entity; and
             723          (IV) operates with substantially the same rights, powers, privileges, duties, and
             724      responsibilities, as the board of directors of a corporation;
             725          (C) neither state law, nor the entity's operating agreement, bylaws, or other
             726      organizational documents provide that an owner of the entity is liable for the debts, liabilities,
             727      and obligations of the entity in excess of the amount of the owner's investment; and
             728          (D) (I) neither state law, nor the entity's operating agreement, bylaws, or other
             729      organizational documents require the consent of any other owner of the entity in order for any
             730      owner to transfer an ownership interest in the entity, including voting rights; and
             731          (II) the entity is able to obtain new investment funding if needed to maintain adequate
             732      capital; and
             733          (iii) is able to comply with all legal and regulatory requirements for an insured
             734      depository institution under applicable federal and state law; and
             735          (b) for an entity described in Subsection (1) that is not required to be insured by a
             736      federal deposit insurance agency, that the entity will operate in a safe and sound manner.
             737          (4) (a) An entity listed in Subsection (3)(a) that is organized as a limited liability
             738      company shall maintain the characteristics listed in Subsection (3)(a)(ii) during such time as it
             739      is authorized to conduct business under this title as a limited liability company.
             740          (b) Notwithstanding Subsection (3)(a)(ii)(A), an entity listed in Subsection (3)(a) that


             741      is a limited liability company may be voluntarily dissolved by its members:
             742          (i) in accordance with Title 48, Chapter 2c, Part 12, Dissolution; and
             743          (ii) with the prior written approval of the commissioner.
             744          (5) All rights, privileges, powers, duties, and obligations of an entity described in
             745      Subsection (1) that is organized as a limited liability company and its members and managers
             746      shall be governed by Title 48, Chapter 2c, Utah Revised Limited Liability Company Act,
             747      except as otherwise provided in this title.
             748          (6) Unless the context requires otherwise, for the purpose of applying this title to an
             749      entity described in Subsection (1) that is organized as a limited liability company:
             750          (a) a citation to Title 16, Chapter 10a, Utah Revised Business Corporation Act,
             751      includes the equivalent citation to Title 48, Chapter 2c, Utah Revised Limited Liability
             752      Company Act;
             753          (b) "articles of incorporation" includes a limited liability company's articles of
             754      organization as that term is used in Section 48-2c-403 ;
             755          (c) "board of directors" includes any of the following of a limited liability company:
             756          (i) all managers;
             757          (ii) all directors; or
             758          (iii) one or more persons who have, with respect to an entity described in Subsection
             759      (1), authority substantially similar to that of a board of directors of a corporation;
             760          (d) "bylaws" includes a limited liability company's operating agreement as that term is
             761      defined in Section 48-2c-102 ;
             762          (e) "corporation" includes a limited liability company organized under Title 48,
             763      Chapter 2c, Utah Revised Limited Liability Company Act;
             764          (f) "director" includes any of the following of a limited liability company:
             765          (i) a manger;
             766          (ii) a director; or
             767          (iii) other person who has with respect to the entity described in Subsection (1),
             768      authority substantially similar to that of a director of a corporation;
             769          (g) "dividend" includes distributions made by a limited liability company under Title
             770      48, Chapter 2c, Part 10, Distributions;
             771          (h) "incorporator" includes the organizers of a limited liability company as provided in


             772      Title 48, Chapter 2c, Part 4, Formation;
             773          (i) "officer" includes any of the following of an entity described in Subsection (1):
             774          (i) an officer; or
             775          (ii) other person who has with respect to the entity described in Subsection (1)
             776      authority substantially similar to that of an officer of a corporation;
             777          (j) "security," "shares," or "stock" of a corporation includes:
             778          (i) a membership interest in a limited liability company as provided in Title 48,
             779      Chapter 2c, Part 7, Members; and
             780          (ii) any certificate or other evidence of an ownership interest in a limited liability
             781      company; and
             782          (k) "stockholder" or "shareholder" includes an owner of an interest in an entity
             783      described in Subsection (1) including a member as provided in Title 48, Chapter 2c, Part 7,
             784      Members.
             785          (7) In accordance with Title 63, Chapter 46a, Utah Administrative Rulemaking Act, the
             786      commissioner shall make rules governing the form of a request for approval filed under this
             787      section.
             788          Section 10. Section 7-3-3 is amended to read:
             789           7-3-3. "Banking business" defined -- Credit card banks -- Insurance of deposit
             790      accounts.
             791          (1) (a) Except as provided under Subsection (1)(b), a person is considered to be
             792      conducting a banking business and is a bank subject to the provisions of this title that are
             793      applicable to banks if the person is authorized under the laws of this state, another state, the
             794      United States, the District of Columbia, or any territory of the United States to accept deposits
             795      from the public and to conduct such other business activities as may be authorized by statute or
             796      by the commissioner in accordance with Subsection 7-3-10 (2).
             797          (b) A person is not considered to be a bank subject to the provisions of this title that are
             798      applicable to banks if the person is authorized to conduct the business of:
             799          (i) a federal savings and loan association [or];
             800          (ii) a federal savings bank[,];
             801          (iii) a savings and loan association [or] subject to Chapter 7, Savings and Loan
             802      Associations Act;


             803          (iv) a savings bank subject to Chapter 7, Savings and Loan Associations Act;
             804          (v) an industrial loan [corporation] company subject to Chapter 8, Industrial Loan
             805      Companies;
             806          (vi) a federally chartered credit union[,]; or
             807          (vii) a credit union subject to Chapter 9, Utah Credit Union Act.
             808          (2) A person authorized to operate as a bank in this state may operate as a credit card
             809      bank if it:
             810          (a) engages only in credit card operations;
             811          (b) does not accept demand deposits or deposits that the depositor may withdraw by
             812      check or similar means for payment to third parties or others;
             813          (c) does not accept any savings or time deposits of less than $100,000;
             814          (d) maintains only one office that accepts deposits; and
             815          (e) does not engage in the business of making commercial loans.
             816          (3) All deposit accounts in banks or branches subject to the jurisdiction of the
             817      department shall be insured by the Federal Deposit Insurance Corporation or any successor to
             818      [it] the Federal Deposit Insurance Corporation.
             819          Section 11. Section 7-8-3 is amended to read:
             820           7-8-3. Organization -- Authorization to conduct business.
             821          (1) The commissioner may authorize an entity described in Subsection (2) to conduct
             822      business as an industrial loan company.
             823          [(1)] (2) (a) Each [domestic corporation] entity organized to conduct the business of an
             824      industrial loan [corporation] company in this state shall be organized under:
             825          (i) Title 16, Chapter 10a, Utah Revised Business Corporation Act[.]; or
             826          (ii) in accordance with Section 7-1-810 , Title 48, Chapter 2c, Utah Revised Limited
             827      Liability Company Act.
             828          (b) A person may not conduct business as an industrial loan company authorized under
             829      this chapter to conduct business as an industrial loan company in any form of entity other than
             830      those provided in Subsection (2)(a).
             831          (3) (a) All rights, privileges, powers, duties, and obligations of [the] a corporation
             832      authorized to conduct business as an industrial loan company and its officers, directors, and
             833      stockholders shall be governed by Title 16, Chapter 10a, Utah Revised Business Corporation


             834      Act, except as otherwise provided in this title.
             835          (b) All rights, privileges, powers, duties, and obligations of a limited liability company
             836      authorized to conduct business as an industrial loan company and its members and managers
             837      shall be governed by Title 48, Chapter 2c, Utah Revised Limited Liability Company Act,
             838      except as otherwise provided in this title.
             839          [(2) The commissioner may authorize a domestic corporation to conduct business as an
             840      industrial loan corporation.]
             841          Section 12. Section 7-8-5 is amended to read:
             842           7-8-5. Acquisition of own stock restricted -- Capital requirements -- Deposit
             843      insurance.
             844          (1) (a) An industrial loan [corporation] company may not accept as collateral, or be a
             845      purchaser of, shares of its own capital stock, unless taking the shares as collateral or purchasing
             846      them is necessary to prevent loss upon a debt previously contracted in good faith.
             847          (b) All shares of stock acquired under this Subsection (1) by the industrial loan
             848      [corporation] company through any purchase, foreclosure, judgment, or otherwise shall be sold
             849      within 12 months from the date of acquisition.
             850          (c) The par value of all the shares held after acceptance or purchase may not exceed
             851      10% of the capital and surplus of the industrial loan [corporation] company.
             852          (2) (a) Each industrial loan [corporation] company accepting or holding deposits shall
             853      maintain the minimum amount of capital required by its federal deposit insurer.
             854          (b) The commissioner may require a greater amount of capital if [he] the commissioner
             855      determines that it is necessary to protect the interests of:
             856          (i) the depositors and other customers of the industrial loan [corporation] company;
             857      and
             858          (ii) the public.
             859          (3) An industrial loan [corporation] company may accept or hold deposits only if its
             860      accounts are insured by a federal deposit insurance agency.
             861          Section 13. Section 7-8-7 is amended to read:
             862           7-8-7. Reports to commissioner.
             863          Each industrial loan [corporation] company shall file reports of its condition in
             864      accordance with Section 7-1-318 .


             865          Section 14. Section 7-8-11 is amended to read:
             866           7-8-11. Dividends.
             867          (1) The board of directors of an industrial loan [corporation] company authorized to
             868      accept deposits may declare a dividend out of the net profits of the [corporation] industrial loan
             869      company after providing for all expenses, losses, interest, and taxes accrued or due from the
             870      [corporation] industrial loan company in accordance with this section and subject to Section
             871      7-8-12 .
             872          (2) The [corporation] industrial loan company shall transfer to a surplus fund at least
             873      10% of its net profits before dividends for the period covered by the dividend, until the surplus
             874      reaches 100% of its capital stock.
             875          (3) Any amount paid from the [corporation's] industrial loan company's net earnings
             876      into a fund for the retirement of any debenture capital or preferred stock for the period covered
             877      by the dividend is considered an addition to its surplus fund if, upon the retirement of the
             878      debenture capital or preferred stock, the amount paid into the retirement fund for the period
             879      may be properly carried to the surplus fund of the [corporation] industrial loan company. In
             880      this case the industrial loan [corporation] company shall transfer to the surplus fund the
             881      amount paid into the retirement fund.
             882          Section 15. Section 7-8-12 is amended to read:
             883           7-8-12. Charge off of losses sustained on receivables and operating losses --
             884      Replenishment of surplus account.
             885          (1) (a) Losses sustained on receivables by an industrial loan [corporation] company
             886      authorized to accept deposits shall be charged first to the [corporation's] industrial loan
             887      company's reserve for losses and then to its current income.
             888          (b) Operating losses shall be charged first to the [corporation's] industrial loan
             889      company's current income, next to undivided profits and then, after undivided profits have been
             890      exhausted, to the surplus account.
             891          (2) A charge to the [corporation's] industrial loan company's surplus account shall be
             892      replenished from net profits or capital contributions. The [corporation] industrial loan
             893      company may declare or pay a dividend only with the written permission of the commissioner
             894      until its surplus account reaches an amount prescribed by the commissioner in writing.
             895          Section 16. Section 7-8-13 is amended to read:


             896           7-8-13. Real estate acquisition, holding, and conveyance.
             897          An industrial loan [corporation] company may purchase, hold, and convey real estate,
             898      other than premises used in the conduct of its business, only for the purposes and in a manner
             899      prescribed by rule.
             900          Section 17. Section 7-8-14 is amended to read:
             901           7-8-14. Investment in property used in conduct of business.
             902          (1) An industrial loan [corporation] company may invest in premises, equipment, and
             903      other property used in conducting its own business, as the board of directors may approve by
             904      resolution. This property may include:
             905          (a) real property and any interest in real property, furniture, fixtures, and equipment for
             906      use in carrying on its own business; and
             907          (b) the stock, bonds, debentures, or other obligations of any subsidiary or affiliate
             908      whose exclusive activity is the ownership and management of property used in conducting the
             909      industrial loan [corporation's] company's business.
             910          (2) The amount of these investments may not exceed 50% of the industrial loan
             911      [corporation's] company's total capital, unless the commissioner approves a higher amount in
             912      writing.
             913          Section 18. Section 7-8-15 is amended to read:
             914           7-8-15. Bad debts.
             915          (1) All demand and matured debts due to any industrial loan [corporation] company on
             916      which interest is past due and has not been paid for a period of six months, unless they are well
             917      secured and in the process of collection, are considered bad debts and shall be charged off to
             918      the profit and loss account.
             919          (2) The [corporation] industrial loan company shall maintain in its files documentation
             920      to support its evaluation of the security and monthly reports of its collection efforts and a plan
             921      of collection.
             922          Section 19. Section 7-8-16 is amended to read:
             923           7-8-16. Registration of industrial loan company holding company -- Filing and
             924      contents of statement -- Exemptions -- Rules.
             925          (1) Each industrial loan [corporation] company holding company shall register with the
             926      department by filing a registration statement in a form prescribed by the commissioner. The


             927      statement shall include:
             928          (a) the name, address, and principal occupation of each officer and director of the
             929      registrant;
             930          (b) a statement of financial condition as of a date not more than six months prior to the
             931      date of registration;
             932          (c) a certificate of good standing in the state in which the registrant is incorporated; and
             933          (d) evidence that the company is authorized to transact business in this state.
             934          (2) (a) A person may not form an industrial loan [corporation] company holding
             935      company, unless it:
             936          (i) is authorized to do so by the commissioner; and
             937          (ii) is registered with the department as provided in Subsection (1).
             938          (b) An applicant for authorization to form a holding company shall file an application
             939      in a form prescribed by the commissioner by rule.
             940          (3) The commissioner may exempt an industrial loan [corporation] company holding
             941      company in whole or in part from registration if it is:
             942          (a) a bank holding company or savings and loan holding company subject to federal
             943      regulation;
             944          (b) a person that is a holding company only because [it] the person owns or controls
             945      voting shares of an industrial loan [corporation] company or holding company acquired in
             946      connection with the underwriting of securities if [it] the person holds these shares no longer
             947      than 120 days, unless the commissioner approves a longer period to permit their sale on a
             948      reasonable basis;
             949          (c) a person exempt from the jurisdiction of the department under Section 7-1-502 ; or
             950          (d) a person exempted in writing by the commissioner or by rule.
             951          (4) The commissioner may adopt rules with respect to industrial loan [corporation]
             952      company holding companies as are necessary to protect:
             953          (a) depositors[,];
             954          (b) other creditors[,];
             955          (c) the public[,]; and
             956          (d) the financial system of the state.
             957          Section 20. Section 7-8-19 is amended to read:


             958           7-8-19. Meetings of the board of directors.
             959          (1) A quorum of the board of directors of each industrial loan [corporation] company
             960      shall meet at least once each quarter.
             961          (2) Minutes of each meeting of the board of directors shall be:
             962          (a) kept by the secretary of the [corporation] industrial loan company; and
             963          (b) maintained at the head office of the [corporation] industrial loan company.
             964          Section 21. Section 7-8-20 is amended to read:
             965           7-8-20. Limitations on loans to one borrower -- Exceptions -- Rules.
             966          (1) Except as provided in this section, the total loans and extensions of credit by any
             967      industrial loan [corporation] company to any person outstanding at any one time may not
             968      exceed 15% of the industrial loan [corporation's] company's total capital.
             969          (2) Subsection (1) does not apply to an extension of credit that is subject to, or
             970      expressly exempted from, a federal statute or federal regulation limiting the amount of total
             971      loans and credit that may be extended to any person or group of persons.
             972          (3) The commissioner may by rule:
             973          (a) exempt from Subsection (1) any class of loans or class of extensions of credit that
             974      are adequately secured or are not otherwise a risk to the safe and sound operation of an
             975      industrial loan [corporation] company;
             976          (b) define terms and phrases necessary to interpret and implement this section;
             977          (c) adopt standards for aggregating or segregating loans to the same or different
             978      persons;
             979          (d) describe records required to be maintained;
             980          (e) require specific actions to be taken by an institution's board of directors or
             981      executive officers; and
             982          (f) prescribe other actions necessary to interpret and implement this section.
             983          Section 22. Section 9-2-1923 is amended to read:
             984           9-2-1923. Permissible investments.
             985          Investments by designated investors in the Utah fund of funds are permissible
             986      investments under applicable laws of the state for:
             987          (1) state-chartered banks;
             988          (2) state-chartered savings and loan associations;


             989          (3) state-chartered credit unions;
             990          (4) state-chartered industrial loan [corporations] companies; and
             991          (5) domestic insurance companies.
             992          Section 23. Section 25-5-4 is amended to read:
             993           25-5-4. Certain agreements void unless written and signed.
             994          (1) The following agreements are void unless the agreement, or some note or
             995      memorandum of the agreement, is in writing, signed by the party to be charged with the
             996      agreement:
             997          [(1)] (a) every agreement that by its terms is not to be performed within one year from
             998      the making of the agreement;
             999          [(2)] (b) every promise to answer for the debt, default, or miscarriage of another;
             1000          [(3)] (c) every agreement, promise, or undertaking made upon consideration of
             1001      marriage, except mutual promises to marry;
             1002          [(4)] (d) every special promise made by an executor or administrator to answer in
             1003      damages for the liabilities, or to pay the debts, of the testator or intestate out of his own estate;
             1004          [(5)] (e) every agreement authorizing or employing an agent or broker to purchase or
             1005      sell real estate for compensation; and
             1006          [(6)] (f) every credit agreement.
             1007          (2) (a) As used in [Subsection (6)] Subsections (1)(f) and this Subsection (2):
             1008          (i) (A) "Credit agreement" means an agreement by a financial institution to:
             1009          (I) lend, delay, or otherwise modify an obligation to repay money, goods, or things in
             1010      action[, to];
             1011          (II) otherwise extend credit[,]; or [to]
             1012          (III) make any other financial accommodation.
             1013          (B) "Credit agreement" does not include the usual and customary agreements related to
             1014      deposit accounts or overdrafts or other terms associated with deposit accounts or overdrafts.
             1015          (ii) "Creditor" means a financial institution which extends credit or extends a financial
             1016      accommodation under a credit agreement with a debtor.
             1017          (iii) "Debtor" means a person who seeks or obtains credit, or seeks or receives a
             1018      financial accommodation, under a credit agreement with a financial institution.
             1019          (iv) "Financial institution" means:


             1020          (A) a state or federally chartered:
             1021          (I) bank[,];
             1022          (II) savings and loan association[,];
             1023          (III) savings bank[,];
             1024          (IV) industrial loan [corporation,] company; or
             1025          (V) credit union[,]; or
             1026          (B) any other institution under the jurisdiction of the commissioner of Financial
             1027      Institutions as provided in Title 7, Financial Institutions Act.
             1028          (b) (i) Except as provided in Subsection [(6)] (2)(e), a debtor or a creditor may not
             1029      maintain an action on a credit agreement unless the agreement:
             1030          (A) is in writing[,];
             1031          (B) expresses consideration[,];
             1032          (C) sets forth the relevant terms and conditions[,]; and
             1033          (D) is signed by the party against whom enforcement of the agreement would be
             1034      sought.
             1035          (ii) For purposes of this act, a signed application constitutes a signed agreement, if the
             1036      creditor does not customarily obtain an additional signed agreement from the debtor when
             1037      granting the application.
             1038          (c) The following actions do not give rise to a claim that a credit agreement is created,
             1039      unless the agreement satisfies the requirements of Subsection [(6)] (2)(b):
             1040          (i) the rendering of financial advice by a creditor to a debtor;
             1041          (ii) the consultation by a creditor with a debtor; or
             1042          (iii) the creation for any purpose between a creditor and a debtor of fiduciary or other
             1043      business relationships.
             1044          (d) Each credit agreement shall contain a clearly stated typewritten or printed provision
             1045      giving notice to the debtor that the written agreement is a final expression of the agreement
             1046      between the creditor and debtor and the written agreement may not be contradicted by evidence
             1047      of any alleged oral agreement. The provision does not have to be on the promissory note or
             1048      other evidence of indebtedness that is tied to the credit agreement.
             1049          (e) A credit agreement is binding and enforceable without any signature by the party to
             1050      be charged if:


             1051          (i) the debtor is provided with a written copy of the terms of the agreement;
             1052          (ii) the agreement provides that any use of the credit offered shall constitute acceptance
             1053      of those terms; and
             1054          (iii) after the debtor receives the agreement, the debtor, or a person authorized by the
             1055      debtor, requests funds pursuant to the credit agreement or otherwise uses the credit offered.
             1056          Section 24. Section 31A-21-109 is amended to read:
             1057           31A-21-109. Debt cancellation agreements and debt suspension agreements.
             1058          (1) As used in this section:
             1059          (a) "Debt cancellation agreement" means a contract between a lender and a borrower
             1060      where the lender, for a separately stated consideration, agrees to waive all or part of the debt in
             1061      the event of a fortuitous event such as death, disability, or the destruction of the lender's
             1062      collateral.
             1063          (b) "Debt suspension agreement" means a contract between a lender and a borrower
             1064      where the lender, for a separately stated consideration, agrees to suspend scheduled installment
             1065      payments for an agreed period of time in the event of a:
             1066          (i) fortuitous event such as involuntary unemployment or accident; or
             1067          (ii) fortuitous condition such as sickness.
             1068          (c) "Institution" means:
             1069          (i) a bank as defined in Section 7-1-103 ;
             1070          (ii) a credit union as defined in Section 7-1-103 ;
             1071          (iii) an industrial loan [corporation] company as defined in Section 7-1-103 ; or
             1072          (iv) a savings and loan association as defined in Section 7-1-103 .
             1073          (d) "Regulate the issuance" includes regulation of the following with respect to a debt
             1074      cancellation agreement or a debt suspension agreement:
             1075          (i) terms;
             1076          (ii) conditions;
             1077          (iii) rates;
             1078          (iv) forms; and
             1079          (v) claims.
             1080          (e) "Subsidiary" is as defined in Section 7-1-103 .
             1081          (2) Except as provided in Subsection (6), the commissioner has sole jurisdiction over


             1082      the regulation of a debt cancellation agreement or debt suspension agreement.
             1083          (3) Subject to this section, the commissioner may by rule, made in accordance with
             1084      Title 63, Chapter 46a, Utah Administrative Rulemaking Act:
             1085          (a) authorize an insurer to issue:
             1086          (i) a debt cancellation agreement; or
             1087          (ii) a debt suspension agreement; and
             1088          (b) regulate the issuance of:
             1089          (i) a debt cancellation agreement; or
             1090          (ii) a debt suspension agreement.
             1091          (4) Except as provided in Subsection (6), a debt cancellation agreement or a debt
             1092      suspension agreement may be issued only by an insurer authorized to issue a debt cancellation
             1093      agreement or debt suspension agreement under this section.
             1094          (5) (a) The rules promulgated by the commissioner under this section shall regulate the
             1095      issuance of a debt cancellation agreement or debt suspension agreement according to the
             1096      functional insurance equivalent of each type of debt cancellation agreement or debt suspension
             1097      agreement.
             1098          (b) Except as provided in Subsection (5)(c), in accordance with Title 63, Chapter 46a,
             1099      Utah Administrative Rulemaking Act, the commissioner may by rule determine the functional
             1100      insurance equivalent of each type of debt cancellation agreement or debt suspension agreement.
             1101          (c) Notwithstanding Subsection (5)(b), the functional insurance equivalent of a debt
             1102      cancellation agreement that provides for the cancellation of indebtedness at death is credit life
             1103      insurance.
             1104          (6) Notwithstanding the other provisions of this section, the issuance of a debt
             1105      cancellation agreement or a debt suspension agreement by an institution or a subsidiary of an
             1106      institution is:
             1107          (a) not subject to this section; and
             1108          (b) subject to the jurisdiction of the primary regulator of:
             1109          (i) the institution; or
             1110          (ii) the subsidiary of an institution.
             1111          Section 25. Section 67-4a-102 is amended to read:
             1112           67-4a-102. Definitions.


             1113          As used in this chapter:
             1114          (1) "Administrator" means the deputy state treasurer assigned by the state treasurer to
             1115      administer the law governing unclaimed property in Utah.
             1116          (2) "Apparent owner" means the person whose name appears on the records of the
             1117      holder as the person entitled to property held, issued, or owing by the holder.
             1118          (3) (a) "Bank draft" means a check, draft, or similar instrument on which a banking or
             1119      financial organization is directly liable.
             1120          (b) "Bank draft" includes:
             1121          (i) cashier's checks; and
             1122          (ii) certified checks.
             1123          (c) "Bank draft" does not include:
             1124          (i) traveler's checks; or
             1125          (ii) money orders.
             1126          (4) "Banking organization" means:
             1127          (a) a bank[,];
             1128          (b) an industrial loan [corporation,] company;
             1129          (c) a trust company[,];
             1130          (d) a savings bank[,]; or
             1131          (e) any organization defined by other law as a bank or banking organization.
             1132          (5) "Business association" means a nonpublic corporation, joint stock company,
             1133      investment company, business trust, partnership, or association for business purposes of two or
             1134      more individuals, whether or not for profit, including:
             1135          (a) a banking organization[,];
             1136          (b) a financial organization[,];
             1137          (c) an insurance company[,]; or
             1138          (d) a utility.
             1139          (6) "Cashier's check" means a check drawn by a banking organization on itself, signed
             1140      by an officer of the banking organization, authorizing payment of the amount shown on its face
             1141      to the payee.
             1142          (7) "Class action" means a legal action:
             1143          (a) certified by the court as a class action; or


             1144          (b) treated by the court as a class action without being formally certified as a class
             1145      action.
             1146          (8) (a) "Deposit in a financial institution" means a demand, savings, or matured time
             1147      deposit with a banking or financial organization.
             1148          (b) "Deposit in a financial institution" includes:
             1149          (i) any interest or dividends on a deposit; and
             1150          (ii) a deposit that is automatically renewable.
             1151          (9) "Domicile" means the state of incorporation of a corporation and the state of the
             1152      principal place of business of an unincorporated person.
             1153          (10) "Financial organization" means:
             1154          (a) a savings and loan association; or
             1155          (b) a credit union.
             1156          (11) "Government entity" means:
             1157          (a) the state[,];
             1158          (b) any administrative unit of the state[,];
             1159          (c) any political subdivision of the state[,];
             1160          (d) any administrative unit of a political subdivision of the state[,]; or
             1161          (e) any officer or employee of [those entities] an entity described in Subsections (11)(a)
             1162      through (d).
             1163          (12) "Holder" means a person, wherever organized or domiciled, who is:
             1164          (a) in possession of property belonging to another;
             1165          (b) a trustee;
             1166          (c) indebted to another on an obligation; or
             1167          (d) charged with the duty of paying or delivering intangible property under Section
             1168      67-4a-302 .
             1169          (13) "Insurance company" means an association, corporation, fraternal or mutual
             1170      benefit organization, whether or not for profit, that is engaged in providing insurance coverage,
             1171      including:
             1172          (a) accident[,] insurance;
             1173          (b) burial[,] insurance;
             1174          (c) casualty[,] insurance;


             1175          (d) credit life[,] insurance;
             1176          (e) contract performance[,] insurance;
             1177          (f) dental[,] insurance;
             1178          (g) fidelity[,] insurance;
             1179          (h) fire[,] insurance;
             1180          (i) health[,] insurance;
             1181          (j) hospitalization[,] insurance;
             1182          (k) illness[,] insurance;
             1183          (l) life insurance, including endowments and annuities[,];
             1184          (m) malpractice[,] insurance;
             1185          (n) marine[,] insurance;
             1186          (o) mortgage[,] insurance;
             1187          (p) surety[,] insurance; and
             1188          (q) wage protection insurance.
             1189          (14) (a) "Intangible property" includes:
             1190          (i) monies, checks, drafts, deposits in a financial institution, interest, dividends, and
             1191      income;
             1192          (ii) credit balances, customer overpayments, gift certificates over $25, security
             1193      deposits, refunds, credit memos, unpaid wages, unused airline tickets, and unidentified
             1194      remittances;
             1195          (iii) stocks, mutual funds, and other intangible ownership interests in business
             1196      associations;
             1197          (iv) monies deposited to redeem stocks, bonds, coupons, and other securities or to
             1198      make distributions;
             1199          (v) bonds, notes, and any other debt obligations;
             1200          (vi) amounts due and payable under the terms of insurance policies;
             1201          (vii) amounts distributable from a trust or custodial fund established under a plan to
             1202      provide health, welfare, pension, vacation, severance, retirement, death, stock purchase, profit
             1203      sharing, employee savings, supplemental unemployment insurance or similar benefits; and
             1204          (viii) amounts distributable from a mineral interest in land.
             1205          (b) "Intangible property" does not include patronage capital of electric, telephone, and


             1206      agricultural cooperatives.
             1207          (15) "Last-known address" means a description of the location of the apparent owner
             1208      sufficient for the purpose of the delivery of mail.
             1209          (16) "Mineral" means oil, gas, uranium, sulphur, lignite, coal, and any other substance
             1210      that is ordinarily and naturally considered a mineral, regardless of the depth at which the oil,
             1211      gas, uranium, sulphur, lignite, coal, or other substance is found.
             1212          (17) "Mineral proceeds" includes:
             1213          (a) all obligations to pay resulting from the production and sale of minerals, including:
             1214          (i) net revenue interest[,];
             1215          (ii) royalties[,];
             1216          (iii) overriding royalties[,];
             1217          (iv) production payments[,]; and
             1218          (v) joint operating agreements; and
             1219          (b) all obligations for the acquisition and retention of a mineral lease, including:
             1220          (i) bonuses[,];
             1221          (ii) delay rentals[,];
             1222          (iii) shut-in royalties[,]; and
             1223          (iv) minimum royalties.
             1224          (18) (a) "Money order" means a negotiable draft issued by a business association for
             1225      which the business association is not directly liable.
             1226          (b) "Money order" does not mean a cashier's check.
             1227          (19) "Net intangible property" means intangible property that is held, issued, or owing
             1228      in the ordinary course of a holder's business plus any income or increment derived from it and
             1229      less any lawful charges.
             1230          (20) "Owner" means:
             1231          (a) a depositor in the case of a deposit;
             1232          (b) a beneficiary in the case of a trust other than a deposit in trust;
             1233          (c) a creditor, claimant, or payee in the case of other intangible property; or
             1234          (d) a person or that person's legal representative having a legal or equitable interest in
             1235      property subject to this chapter.
             1236          (21) (a) "Ownership purchase funds" means any funds paid toward the purchase of a


             1237      share, a mutual investment certificate, or any other interest in a banking or financial
             1238      organization.
             1239          (b) "Ownership purchase funds" includes any interest or dividends paid on those funds.
             1240          (22) "Person" means:
             1241          (a) an individual[,];
             1242          (b) a business association[,];
             1243          (c) a government entity[,];
             1244          (d) a public corporation[,];
             1245          (e) a public authority[,];
             1246          (f) an estate[,];
             1247          (g) a trust[,];
             1248          (h) two or more persons having a joint or common interest[,]; or
             1249          (i) any other legal or commercial entity.
             1250          (23) "State" means any state, district, commonwealth, territory, insular possession, or
             1251      any other area subject to the legislative authority of the United States.
             1252          (24) "Utility" means a person who owns or operates for public use any plant,
             1253      equipment, property, franchise, or license for:
             1254          (a) the transmission of communications, including cable television; or
             1255          (b) the production, storage, transmission, sale, delivery, or furnishing of electricity,
             1256      water, steam, or gas.
             1257          Section 26. Section 75-6-101 is amended to read:
             1258           75-6-101. Definitions.
             1259          As used in this part:
             1260          (1) "Account" means a contract of deposit of funds between a depositor and a financial
             1261      institution and includes:
             1262          (a) a checking account[,];
             1263          (b) a savings account[,];
             1264          (c) a certificate of deposit[,];
             1265          (d) a share account[,]; and
             1266          (e) other like arrangement.
             1267          (2) "Beneficiary" means a person named in a trust account as one for whom a party to


             1268      the account is named as trustee.
             1269          (3) "Financial institution" means any organization authorized to do business under state
             1270      or federal laws relating to financial institutions, including, without limitation[,]:
             1271          (a) banks [and];
             1272          (b) trust companies[,];
             1273          (c) industrial loan [corporations] companies with thrift certificate authorization[,];
             1274          (d) savings banks[,];
             1275          (e) building and loan associations[,];
             1276          (f) savings and loan companies or associations[,]; and
             1277          (g) credit unions.
             1278          (4) "Joint account" means an account payable on request to one or more of two or more
             1279      parties whether or not mention is made of any right of survivorship.
             1280          (5) (a) "Multiple-party account" means any of the following types of account:
             1281          [(a)] (i) a joint account;
             1282          [(b)] (ii) a P.O.D. account; or
             1283          [(c)] (iii) a trust account. [It]
             1284          (b) "Multiple-party account" does not include:
             1285          (i) accounts established for deposit of funds of a partnership, joint venture, or other
             1286      association for business purposes[,]; or
             1287          (ii) accounts controlled by one or more persons as the duly authorized agent or trustee
             1288      for a corporation, unincorporated association, charitable or civic organization, or a regular
             1289      fiduciary or trust account where the relationship is established other than by deposit agreement.
             1290          (6) (a) "Net contribution" of a party to a joint account as of any given time is the sum
             1291      of all deposits to it made by or for [him] the party, less all withdrawals made by or for [him]
             1292      the party which have not been paid to or applied to the use of any other party, plus a pro rata
             1293      share of any interest or dividends included in the current balance. [The term]
             1294          (b) "Net contribution" includes, in addition, any proceeds of deposit life insurance
             1295      added to the account by reason of the death of the party whose net contribution is in question.
             1296          (7) (a) "Party" means a person, including a minor, who, by the terms of the account,
             1297      has a present right, subject to request, to payment from a multiple-party account.
             1298          (b) A P.O.D. payee or beneficiary of a trust account is a party only after the account


             1299      becomes payable to him by reason of his surviving the original payee or trustee and includes a
             1300      guardian, conservator, personal representative, or assignee, including an attaching creditor, of a
             1301      party. [It also]
             1302          (c) "Party" includes a person identified as a trustee of an account for another whether
             1303      or not a beneficiary is named[, but it].
             1304          (d) "Party" does not include any named beneficiary unless [he] the named beneficiary
             1305      has a present right of withdrawal.
             1306          (8) "Payment" of sums on deposit includes withdrawal, payment on check or other
             1307      directive of a party, and any pledge of sums on deposit by a party and any setoff, reduction, or
             1308      other disposition of all or part of an account pursuant to a pledge.
             1309          (9) "Proof of death" includes a death certificate or record or report which is prima facie
             1310      proof of death under Section 75-1-107 .
             1311          (10) "P.O.D. account" means an account payable on request to one person during
             1312      lifetime and on [his] that person's death to:
             1313          (a) one or more P.O.D. payees[,]; or [to]
             1314          (b) one or more persons during their lifetimes and on the death of all of them to one or
             1315      more P.O.D. payees.
             1316          (11) "P.O.D. payee" means a person designated on a P.O.D. account as one to whom
             1317      the account is payable on request after the death of one or more persons.
             1318          (12) "Request" means a proper request for withdrawal, or a check or order for payment,
             1319      which complies with all conditions of the account, including special requirements concerning
             1320      necessary signatures and regulations of the financial institution; but if the financial institution
             1321      conditions withdrawal or payment on advance notice, for purposes of this part the request for
             1322      withdrawal or payment is treated as immediately effective and a notice of intent to withdraw is
             1323      treated as a request for withdrawal.
             1324          (13) "Sums on deposit" means the balance payable on a multiple-party account,
             1325      including interest, dividends, and in addition any deposit life insurance proceeds added to the
             1326      account by reason of the death of a party.
             1327          (14) (a) "Trust account" means an account in the name of one or more parties as trustee
             1328      for one or more beneficiaries where the relationship is established by the form of the account
             1329      and the deposit agreement with the financial institution and there is no subject of the trust other


             1330      than the sums on deposit in the account; and it is not essential that payment to the beneficiary
             1331      be mentioned in the deposit agreement.
             1332          (b) A trust account does not include a regular trust account under a testamentary trust
             1333      or a trust agreement which has significance apart from the account, or a fiduciary account
             1334      arising from a fiduciary relation such as attorney-client.
             1335          (15) "Withdrawal" includes payment to a third person pursuant to check or other
             1336      directive of a party.
             1337          Section 27. Uncodified Section 27, Chapter 327, Laws of Utah 2003 is amended to
             1338      read:
             1339          Section 27. Financial Institutions Task Force.
             1340          (1) There is created the Financial Institutions Task Force consisting of the following 12
             1341      members:
             1342          (a) five members of the Senate appointed by the president of the Senate, no more than
             1343      four of whom may be from the same political party; and
             1344          (b) seven members of the House of Representatives appointed by the speaker of the
             1345      House of Representatives, no more than five of whom may be from the same political party.
             1346          (2) (a) The president of the Senate shall designate a member of the Senate appointed
             1347      under Subsection (1)(a) as a cochair of the task force.
             1348          (b) The speaker of the House of Representatives shall designate a member of the House
             1349      of Representatives appointed under Subsection (1)(b) as a cochair of the task force.
             1350          (3) In conducting its business, the task force shall comply with the rules of legislative
             1351      interim committees.
             1352          (4) Salaries and expenses of the members of the task force shall be paid in accordance
             1353      with Section 36-2-2 and Legislative Joint Rule 15.03.
             1354          (5) The Office of Legislative Research and General Counsel shall provide staff support
             1355      to the task force.
             1356          (6) The task force shall study:
             1357          (a) the structural differences between credit unions and other financial institutions;
             1358          (b) whether to clarify the language defining the appropriate purposes and operations of
             1359      credit unions chartered in this state including what are the appropriate eligibility standards for
             1360      members of a credit union that should be imposed by statute;


             1361          (c) what should be the appropriate field of membership requirements for a credit union;
             1362          (d) the policies that should govern all questions applicable to taxing or not taxing
             1363      nonexempt credit unions;
             1364          (e) the policies underlying whether or not to tax or assess other fees on banks and
             1365      nonexempt credit unions;
             1366          (f) (i) whether or not any credit union should be allowed to pay a competitive equity
             1367      assessment;
             1368          (ii) if a credit union is allowed to pay a competitive equity assessment, which credit
             1369      unions should be allowed to pay a competitive equity assessment; and
             1370          (iii) how any competitive equity assessment to be paid by a credit union should be
             1371      calculated including whether required reserves should be subtracted from any of a credit
             1372      union's annual cash retained earnings of a credit union that may be subject to a competitive
             1373      equity assessment;
             1374          (g) if a competitive equity assessment is allowed to be paid by a credit union or if state
             1375      corporate franchise and income taxes are imposed on nonexempt credit unions, the benefits or
             1376      restrictions that should be conditioned on the payment of the competitive equity assessment or
             1377      state corporate franchise and income taxes including:
             1378          (i) whether or not, to the extent that a bank could extend the credit or to the extent that
             1379      the extension of credit is not inconsistent with the requirements of National Credit Union
             1380      Administration, a credit union that pays a competitive equity assessment should be exempted
             1381      from certain restrictions on extending member-business loans such as the restrictions under:
             1382          (A) Subsection 7-9-5 (12)(b);
             1383          (B) Subsection 7-9-20 (7)(b)(ii), except that certain membership requirements may
             1384      always need to be required for member-business loans;
             1385          (C) Subsection 7-9-20 (7)(c); and
             1386          (D) Subsection 7-9-20 (8)(b)(ii);
             1387          (ii) whether or not without payment of a competitive equity assessment a nonexempt
             1388      credit union should be able to establish a branch that is to be located outside of the county in
             1389      which the nonexempt credit union has the greatest number of branches;
             1390          (iii) whether or not, except in supervisory actions, a nonexempt credit union could
             1391      merge with another credit union without payment of the competitive equity assessment; and


             1392          (iv) whether or not limitations related to the grandfathering under Section 7-9-53
             1393      should be modified or removed;
             1394          (h) whether the judicial review process of decisions of the Commissioner of Financial
             1395      Institutions should be modified;
             1396          (i) (i) the powers and duties of the Commissioner of Financial Institutions to regulate
             1397      the activities of credit unions and banks; and
             1398          (ii) whether additional powers or duties should be given to the Commissioner of
             1399      Financial Institutions;
             1400          (j) the effect of a credit union chartered in this state converting to a federal credit union
             1401      charter including any:
             1402          (i) loss of sales and uses taxes;
             1403          (ii) loss of fees paid to the Department of Financial Institutions; and
             1404          (iii) loss of taxes and fees paid to political subdivisions of the state;
             1405          (k) the methods by which financial institutions in this state may obtain capital;
             1406          (l) the appropriate lending practices of credit unions including:
             1407          (i) extension of member-business loans;
             1408          (ii) extension of credit that does not constitute a member-business loan; and
             1409          (iii) participation in co-lending arrangements including loan participation
             1410      arrangements; [and]
             1411          (m) whether one or more of the following should be allowed to be organized as or
             1412      convert to a limited liability company:
             1413          (i) a bank chartered under Chapter 3, Banks;
             1414          (ii) a savings and loan association chartered under Chapter 7, Savings and Loan
             1415      Associations Act;
             1416          (iii) a credit union chartered under Chapter 9, Utah Credit Union Act;
             1417          (iv) a depository institution holding company; or
             1418          (v) a subsidiary of an entity described in Subsections (6)(m)(i) through (iii); and
             1419          [(m)] (n) any other issues related to financial institutions and credit unions that the task
             1420      force determines to be appropriate.
             1421          (7) The task force shall:
             1422          (a) make an interim report to the Business and Labor Interim Committee by no later


             1423      than November 30, 2003; and
             1424          (b) make a final report to the Business and Labor Interim Committee, including any
             1425      proposed legislation, by no later than November 30, 2004.
             1426          Section 28. Effective date.
             1427          If approved by two-thirds of all the members elected to each house, this bill takes effect
             1428      upon approval by the governor, or the day following the constitutional time limit of Utah
             1429      Constitution Article VII, Section 8, without the governor's signature, or in the case of a veto,
             1430      the date of veto override.




Legislative Review Note
    as of 2-6-04 11:43 AM


A limited legal review of this legislation raises no obvious constitutional or statutory concerns.

Office of Legislative Research and General Counsel


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