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ARIZONA STATE SENATE

Phoenix, Arizona

 

FACT SHEET FOR S.B. 1046

 

financial institutions

 

Purpose

 

Exempts out-of-state chartered banks from trust certification by the State Banking Department and make other modifications to state laws governing lenders.

 

Background

 

            Financial institutions receive a license to conduct business, called a charter, from one of two places.  Institutions are chartered either by the federal government, or by the state in which they do business.  The Arizona Department of Banking (the Department) is seeking to make numerous changes to statute and to create a more competitive atmosphere among financial institutions and a market with more choices for consumers.  They also seek to apply uniform regulations on financial institutions doing business in Arizona, including advance fee loan brokers.  The changes proposed by the agency more closely align Department requirements to federal practices.   

 

Exemptions

 

Currently, the State Banking Department provides exemptions to Federal Deposit Insurance Corporation (FDIC) member national banks, federal savings institutions, and Arizona chartered banks and thrifts.  No exemption is given to financial institutions chartered by other states.  In different statutes, out-of-state state-chartered mortgage brokers and personal bankers receive an exemption.  The Department believes that out-of-state state-chartered banks are at a competitive disadvantage because the exemption does not apply to them.  S.B. 1046 offers exemptions to out-of-state financial institutions, as long as certain requirements, like being a member FDIC bank, are met.   A second exemption from state regulation is offered to individuals who make loans with their own money or for their own investment.

 

Credit Unions

 

Recent changes in the federal law regarding financial institutions, including the Credit Union Membership Access Act, require changes to Arizona law.  Currently, credit unions calculate quarterly capital reserve amounts using gross earnings as a variable.  SB 1046 modifies the way credit unions calculate quarterly capital reserve requirements by eliminating the gross earnings variable, which causes the default use of National Credit Union Association (NCUA) guidelines.

 


Regulations

           

Currently, the Department regulates various financial transactions.  Part of this regulation is the establishment of a secondary motor vehicle finance rate and the maximum amounts allowed by law.  Individuals involved in secondary motor vehicles transactions can be sellers, bailors, lessor or a title lender, who loan money for purchase of an auto, and hold a lien on the title.  SB 1046 clarifies that lenders for the purchase of secondary automobiles are subject to the maximum finance rates and formulas.  Similarly, many of the changes to current statute reflect attempts by the Department to clarify current practices or to conform to federal practices. The Department is also seeking the elimination of obsolete statutory provisions, such as the requirement that loans must be in writing, with the purpose of the loan stated.

 

            According to the Department, there is no fiscal impact associated with this bill. 

 

Provisions

 

1.      Exempts financial institutions that are FDIC member institutions and that are authorized to conduct business in Arizona, either under federal laws or under any other state’s law, from obtaining a trust certificate from the State Superintendent of Banking.

 

2.      Exempts from state regulation as advance fee loan brokers, persons who make loans with their own money or for their own investments.

 

3.      Eliminates the requirement that credit unions use gross earnings to calculate capital reserve amounts.

 

4.      Clarifies that lenders for the purchase of secondary automobiles are subject to the maximum finance rates and formulas. 

 

5.      Codifies the current practice that a mortgage banking licensee name a new responsible individual within 90 days after the Superintendent of Banks receives notice of that the licensee’s current responsible individual will cease to be in active management of the licensee.

 

6.      Eliminates the requirement that loan applications be in writing and state a purpose for the loan.

 

7.      Makes numerous conforming and technical changes.

 

8.      Provides for a general effective date.

 

 

Prepared by Senate Staff

January 16, 2001