Request for Burden Reduction Recommendations; Money Laundering, Safety and Soundness, and Securities Rules; Economic Growth and Regulatory Paperwork Reduction Act of 1996 Review, 5571-5577 [05-2079]
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5571
Proposed Rules
Federal Register
Vol. 70, No. 22
Thursday, February 3, 2005
This section of the FEDERAL REGISTER
contains notices to the public of the proposed
issuance of rules and regulations. The
purpose of these notices is to give interested
persons an opportunity to participate in the
rule making prior to the adoption of the final
rules.
DEPARTMENT OF THE TREASURY
Office of the Comptroller of the
Currency
12 CFR Chap. I
[Docket No. 05–01]
FEDERAL RESERVE SYSTEM
12 CFR Chap. II
[Docket No. OP–1220]
FEDERAL DEPOSIT INSURANCE
CORPORATION
12 CFR Chap. III
DEPARTMENT OF THE TREASURY
Office of Thrift Supervision
12 CFR Chap. V
[No. 2005–02]
Request for Burden Reduction
Recommendations; Money
Laundering, Safety and Soundness,
and Securities Rules; Economic
Growth and Regulatory Paperwork
Reduction Act of 1996 Review
Office of the Comptroller of
the Currency (OCC), Treasury; Board of
Governors of the Federal Reserve
System (Board); Federal Deposit
Insurance Corporation (FDIC); and
Office of Thrift Supervision (OTS),
Treasury.
ACTION: Notice of regulatory review;
request for comments.
AGENCIES:
SUMMARY: The OCC, Board, FDIC, and
OTS (‘‘we’’ or ‘‘the Agencies’’) are
reviewing our regulations to identify
outdated, unnecessary, or unduly
burdensome regulatory requirements
pursuant to the Economic Growth and
Regulatory Paperwork Reduction Act of
1996 (EGRPRA). Today, we request your
comments and suggestions on ways to
reduce burden in rules we have
categorized as Money Laundering,
Safety and Soundness, and Securities.
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All comments are welcome. We
specifically invite comment on the
following issues: Whether statutory
changes are needed; whether the
regulations contain requirements that
are not needed to serve the purposes of
the statutes they implement; the extent
to which the regulations may adversely
affect competition; whether the cost of
compliance associated with reporting,
recordkeeping, and disclosure
requirements, particularly on small
institutions, is justified; whether any
regulatory requirements are inconsistent
or redundant; and whether any
regulations are unclear.
We will analyze the comments
received and propose burden-reducing
changes to our regulations where
appropriate. Some of your suggestions
for burden reduction might require
legislative changes. Where legislative
changes would be required, we will
consider your suggestions in
recommending appropriate changes to
Congress.
DATES: Written comments must be
received no later than May 4, 2005.
ADDRESSES: You may submit comments
by any of the following methods:
EGRPRA Web site: https://
www.EGRPRA.gov.
• Comments submitted at the
Agencies’ joint Web site will
automatically be distributed to all the
Agencies. Comments received at the
EGRPRA Web site and by other means
will be posted on the Web site to the
extent possible.
Individual agency addresses: You are
also welcome to submit comments to
the Agencies at the following contact
points (due to delays in paper mail
delivery in the Washington area,
commenters may prefer to submit their
comments by alternative means):
OCC: You may submit comments,
identified by [docket 05–01], by any of
the following methods:
• E-mail:
regs.comments@occ.treas.gov. Include
[docket 05–01] in the subject line of the
message.
• Fax: (202) 874–4448.
• Mail: Public Information Room,
Office of the Comptroller of the
Currency, 250 E Street, SW., Mailstop
1–5, Washington, DC 20219; Attention:
Docket ##.
Public Inspection: You may inspect
and photocopy comments at the Public
Information Room. You can make an
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appointment to inspect the comments
by calling (202) 874–5043.
Board: You may submit comments,
identified by Docket Number OP–1220,
by any of the following methods:
• Agency Web site: https://
www.federalreserve.gov. Follow the
instructions for submitting comments at
https://www.federalreserve.gov/
generalinfo/foia/ProposedRegs.cfm.
• Federal eRulemaking Portal: https://
www.regulations.gov. Follow the
instructions for submitting comments.
• E-mail:
regs.comments@federalreserve.gov.
Include docket number in the subject
line of the message.
• Fax: (202) 452–3819 or (202) 452–
3102.
• Mail: Jennifer J. Johnson, Secretary,
Board of Governors of the Federal
Reserve System, 20th Street and
Constitution Avenue, NW., Washington,
DC 20551.
All public comments are available
from the Board’s Web site at https://
www.federalreserve.gov/generalinfo/
foia/ProposedRegs.cfm, as submitted,
except as necessary for technical
reasons. Accordingly, your comments
will not be edited to remove any
identifying or contact information.
Public comments may also be viewed
electronically or in paper in Room MP–
500 of the Board’s Martin Building (20th
and C Streets, NW.) between 9 a.m. and
5 p.m. on weekdays.
FDIC: You may submit comments,
identified as EGRPRA burden reduction
comments, by any of the following
methods:
• https://www.fdic.gov/regulations/
laws/federal/propose.html.
• E-mail: comments@fdic.gov.
Include ‘‘EGRPRA burden reduction
comment’’ in the subject line of the
message.
• Mail: Robert E. Feldman, Executive
Secretary, Federal Deposit Insurance
Corporation, 550 17th Street, NW.,
Washington, DC 20429.
• Hand Delivery: Comments may be
hand delivered to the guard station at
the rear of the 550 17th Street Building
(located on F Street) on business days
between 7 a.m. and 5 p.m.
Public Inspection: You may inspect
comments at the FDIC Public
Information Center, Room 100, 801 17th
Street, NW., between 9 a.m. and 4:30
p.m. on business days.
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OTS: You may submit comments,
identified by ‘‘No. 2005–02.’’ by any of
the following methods:
• Federal eRulemaking Portal: https://
www.regulations.gov. Follow the
instructions for submitting comments.
• E-Mail:
regs.comments@ots.treas.gov. Include
‘‘No. 2005–02’’ in the subject line of the
message, and provide your name and
telephone number.
• Fax: (202) 906–6518.
• Mail: Regulation Comments, Chief
Counsel’s Office, Office of Thrift
Supervision, 1700 G Street, NW.,
Washington, DC 20552.
• Hand Delivery: Comments may be
hand delivered to the Guard’s Desk, East
Lobby Entrance, 1700 G Street, NW.,
from 9 a.m. to 4 p.m. on business days,
Attention: Regulation Comments, Chief
Counsel’s Office.
Public Inspection: OTS will post
comments and the related index on the
OTS Internet site at https://
www.ots.treas.gov/
pagehtml.cfm?catNumber=67&an=1. In
addition, you may inspect comments at
the Public Reading Room, 1700 G Street,
NW., by appointment. To make an
appointment for access, call (202) 906–
5922, send an e-mail to
public.info@ots.treas.gov, or send a fax
to (202) 906–7755. (Please identify the
material you would like to inspect to
assist us in serving you.) OTS schedules
appointments on business days between
10 a.m. and 4 p.m. In most cases,
appointments will be available the next
business day following the date OTS
receives a request.
FOR FURTHER INFORMATION CONTACT:
OCC:
• Stuart Feldstein, Assistant Director,
Legislative and Regulatory Activities
Division, (202) 874–5090.
• Heidi Thomas, Special Counsel,
Legislative and Regulatory Activities
Division, (202) 874–5090.
• Lee Walzer, Counsel, Legislative
and Regulatory Activities Division,
(202) 874–5090.
Board:
• Patricia A. Robinson, Managing
Senior Counsel, Legal Division, (202)
452–3005.
• Michael J. O’Rourke, Counsel, Legal
Division, (202) 452–3288.
• John C. Wood, Counsel, Division of
Consumer and Community Affairs, (202)
452–2412.
• Kevin H. Wilson, Supervisory
Financial Analyst, Division of Banking
Supervision and Regulation, (202) 452–
2362.
• For users of Telecommunications
Device for the Deaf (TDD) only, contact
(202) 263–4869.
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FDIC:
• Claude A. Rollin, Special Assistant
to the Vice Chairman, (202) 898–8741.
• Steven D. Fritts, Associate Director,
Division of Supervision and Consumer
Protection, (202) 898–3723.
• Ruth R. Amberg, Senior Counsel,
Legal Division, (202) 898–3736.
• Thomas Nixon, Counsel, Legal
Division, (202) 898–8766.
OTS:
• Glenn Gimble, Senior Project
Manager, Thrift Policy, Supervision
Policy, (202) 906–7158.
• Josephine Battle, Program Analyst,
Thrift Policy, Supervision Policy, (202)
906–6870.
• Karen Osterloh, Special Counsel,
Regulations and Legislation Division,
Chief Counsel’s Office, (202) 906–6639.
SUPPLEMENTARY INFORMATION:
I. Overview of the EGRPRA Review and
the Steps Taken so Far
The Agencies 1 are asking for your
comments and suggestions on ways in
which we can reduce regulatory
burdens consistent with our statutory
obligations. Today, we request your
input to help us identify which
regulatory requirements in three
categories—Money Laundering, Safety
and Soundness, and Securities—are
outdated, unnecessary, or unduly
burdensome. We list the rules in these
categories in a chart at the end of this
notice. Please send us your
recommendations at our Web site,
https://www.EGRPRA.gov, or to one of
the listed addresses.
Today’s request for comment is the
fourth notice in our multi-year review of
regulations for burden reduction
required by section 2222 of EGRPRA.2
We described the EGRPRA review’s
requirements in our first EGRPRA
notice. In summary, EGRPRA requires
us to:
• Categorize our regulations by type.
• Publish the regulations by category
to request comments on which
regulations contain requirements that
are: outdated, unnecessary, or unduly
burdensome.
• Publish a summary of those
comments.
• Eliminate unnecessary regulations
to the extent appropriate.
1 The National Credit Union Administration has
participated in planning the EGRPRA review but
has issued, and will issue, requests for comment
separately.
2 Public Law 104–208, Sept. 30, 1996, 12 U.S.C.
3311. We published our first notice in the Federal
Register on June 16, 2003, at 68 FR 35589; our
second notice on January 21, 2004, at 69 FR 2852;
and our third notice on July 20, 2004, at 69 FR
43347. You may view the notices at our Web site,
https://www.EGRPRA.gov.
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• Report to Congress: summarizing
the significant issues raised and their
relative merits, and analyzing whether
legislative change is required to reduce
burden.
The first publication cycle must be
complete by September 2006.
We have identified 13 categories of
rules to implement our EGRPRA review.
The categories are: Applications and
Reporting; Banking Operations; Capital;
Community Reinvestment Act;
Consumer Protection: Lending Related
Rules; Consumer Protection: Account/
Deposit Relationships and
Miscellaneous Consumer Rules;
Directors, Officers and Employees;
International Operations; Money
Laundering; Powers and Activities;
Rules of Procedure; Safety and
Soundness; and Securities. You may see
the categories and the rules placed
within them at our Web site, https://
www.EGRPRA.gov.
We previously requested public
comment about possible burden
reduction in five categories of rules. Our
June 16, 2003, notice requested
comment on three categories:
Applications and Reporting, Powers and
Activities, and International Operations.
Our January 21, 2004, notice requested
comment on Consumer Protection:
Lending Related Rules. Our July 20,
2004, notice requested comment on
Consumer Protection: Account/Deposit
Relationships and Miscellaneous
Consumer Rules. Today, we request
comment on rules related to Money
Laundering, Safety and Soundness, and
Securities.
We plan to continue to publish one or
more categories of rules approximately
every six months between 2003 and
2006 and provide a 90-day comment
period for each publication. As noted
earlier, we must publish all our covered
categories of rules for comment and
review them by the end of September
2006.
In addition to soliciting written
comments, we held banker outreach
meetings in Orlando, St. Louis, Denver,
San Francisco, New York City,
Nashville, Seattle, and Chicago to hear
directly from the industry about ways
the Agencies could reduce regulatory
burden. More than 400 representatives
from the industry have attended the
outreach meetings. The Agencies have
also held three outreach meetings with
over 100 participants for representatives
of consumer and community groups to
obtain their input on regulatory burden
reduction. The consumer meetings were
held in Arlington, Virginia; San
Francisco; and Chicago. These meetings
have helped focus our regulatory burden
reduction efforts. We anticipate holding
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additional outreach events this year.
You may learn more about the meetings
and related recommendations at our
EGRPRA Web site, https://
www.EGRPRA.gov.
We received 19 comments in response
to the first notice, about 560 to the
second notice, and over 100 to the third
notice. The Agencies appreciate the
response to our notices and the outreach
meetings. The written comments and
remarks at the meetings came from
individuals, banks, savings associations,
holding companies, industry trade
groups, and consumer and community
groups. You may view the comments at
our EGRPRA Web site, https://
www.EGRPRA. We are actively
reviewing the feedback received about
specific ways to reduce regulatory
burden, as well as conducting our own
analyses.
In addition, Congress considered
various legislative proposals to reduce
burden on the financial services
industry in 2004. Representatives of the
Agencies and industry leaders testified
before congressional committees about
these legislative reform proposals and
other ideas for reducing burden on the
financial services industry.3 We will
continue to post information about
legislative and regulatory reform efforts
on our Web site.
II. Request for Comment on Money
Laundering, Safety and Soundness, and
Securities Rules
Today, we are asking the public to
identify ways in which the rules related
3 On May 12, 2004, FDIC Vice Chairman John M.
Reich testified about burden reduction before the
Subcommittee on Financial Institutions and
Consumer Credit of the House Committee on
Financial Services. On June 22, agency and industry
leaders testified about regulatory reform before the
Senate Committee on Banking, Housing and Urban
Affairs. Agency leaders included: Federal Reserve
Board Governor Donald Kohn, FDIC Vice Chairman
John M. Reich, NCUA Chairman JoAnn Johnson,
OCC First Senior Deputy Comptroller and Chief
Counsel Julie L. Williams, and OTS Chief Counsel
John E. Bowman. On August 27, Senator Mike
Crapo, who is leading a financial services regulatory
reform effort for the Senate Banking Committee,
released a matrix detailing more than 130 burden
reduction proposals that were made in the June
2004 hearing.
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to Money Laundering, Safety and
Soundness, and Securities may be
outdated, unnecessary, or unduly
burdensome. As shown on the chart at
the end of this notice, there are 28
regulations in these categories. The
Agencies note that other non-banking
agencies, such as the Department of
Treasury under the Bank Secrecy Act,
have issued rules within these three
categories that apply to our regulated
institutions. Some of the rules of these
other agencies are beyond our
jurisdiction. However, to the extent that
we receive comments raising significant
issues about these related rules, we will
identify the issues in our Report to
Congress and make those comments
available to the appropriate agencies.
We encourage comments that address
not only individual rules or
requirements but also pertain to certain
product lines. For example, in the case
of an institution’s securities activities,
are any of the reporting, recordkeeping
or other requirements of one regulation
inconsistent with or duplicative of the
requirements under another regulation?
A product line approach is consistent
with EGRPRA’s focus on how rules
interact, and may be especially helpful
in exposing redundant or potentially
inconsistent regulatory requirements.
We recognize that commenters using a
product line approach may want to
make recommendations about rules that
are not in our current request for
comment. They should do so since we
designed the EGRPRA categories to
stimulate creative approaches rather
than limiting them.
Specific issues to consider. While all
comments are welcome, we specifically
invite comment on the following issues:
A. Need for Statutory Change. (1) Do
any statutory requirements underlying
the rules impose unnecessary,
redundant, conflicting or unduly
burdensome requirements? (2) Are there
less burdensome alternatives?
B. Need and Purpose of the
Regulations. (1) Are the regulations
consistent with the purposes of the
statutes that they implement? (2) Have
circumstances changed so that a rule is
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5573
no longer necessary? (3) Do changes in
the financial products and services
offered to consumers suggest a need to
revise certain regulations (or statutes)?
(4) Do any of the regulations impose
compliance burdens not required by the
statutes they implement?
C. General Approach/Flexibility. (1)
Would a different general approach to
regulating achieve statutory goals with
less burden? (2) Do any of these rules
impose unnecessarily inflexible
requirements?
D. Effect of the Regulations on
Competition. Do any of the regulations
or statutes create competitive
disadvantages for insured depository
institutions compared to the rest of the
financial services industry or
competitive disadvantages for one type
of insured depository institution over
another?
E. Reporting, Recordkeeping, and
Disclosure Requirements. (1) Which
reporting, recordkeeping, or disclosure
requirements impose the most
compliance burdens? (2) Are any of the
reporting or recordkeeping requirements
unnecessary to demonstrate compliance
with the law?
F. Consistency and Redundancy. (1)
Are any of the requirements under one
regulation inconsistent with or
duplicative of requirements under
another regulation? (2) If so, are the
inconsistencies not warranted by the
purposes of the regulations?
G. Clarity. Are any of the regulations
drafted unclearly?
H. Burden on Small Insured
Institutions. We have particular interest
in minimizing burden on small insured
institutions (those with assets of $150
million or less). Are there appropriate
ways to amend these rules to minimize
adverse economic impact on small
insured institutions?
The Agencies appreciate the efforts of
all interested parties to help us
eliminate outdated, unnecessary, or
unduly burdensome regulatory
requirements.
BILLING CODE 4810–33–P; 6210–01–P; 6714–01–P;
6720–01–P
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5576
Dated: January 13, 2005.
Julie L. Williams,
Acting Comptroller of the Currency.
By order of the Board of Governors of the
Federal Reserve System on January 26, 2005.
Jennifer J. Johnson,
Secretary of the Board.
Federal Deposit Insurance Corporation.
By order of the Board of Directors.
Dated at Washington, DC, this 18th day of
January, 2005.
Robert E. Feldman,
Executive Secretary.
Dated: January 25, 2005.
James E. Gilleran,
Director, Office of Thrift Supervision.
[FR Doc. 05–2079 Filed 2–2–05; 8:45 am]
BILLING CODE 4810–33–C; 6210–01–C; 6714–01–C;
6720–01–C
COMMODITY FUTURES TRADING
COMMISSION
17 CFR Part 1
RIN 3038–AC15
Investment of Customer Funds and
Record of Investments
Commodity Futures Trading
Commission.
ACTION: Proposed rule.
AGENCY:
SUMMARY: The Commodity Futures
Trading Commission (‘‘Commission’’) is
proposing to amend its regulations
regarding investment of customer funds
and related recordkeeping requirements.
The proposed amendments address
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standards for investing in instruments
with embedded derivatives,
requirements for adjustable rate
securities (including auction rate
securities), concentration limits on
reverse repurchase agreements (‘‘reverse
repos’’), transactions by futures
commission merchants (‘‘FCMs’’) that
are also registered as securities brokerdealers (‘‘FCM/BDs’’), rating standards
and registration requirement for money
market mutual funds (‘‘MMMFs’’),
auditability standard for investment
records, and certain technical changes.
Among those technical changes is an
amendment to the Commission’s
recordkeeping rules in connection with
repurchase agreements (‘‘repos’’) and
proposed transactions by FCM/BDs.
DATES: Comments must be received on
or before March 7, 2005.
ADDRESSES: Comments on the proposed
amendments should be sent to Jean A.
Webb, Secretary, Commodity Futures
Trading Commission, Three Lafayette
Centre, 1155 21st Street, NW.,
Washington, DC 20581. Comments may
be sent by facsimile transmission to
(202) 418–5521, by e-mail to
secretary@cftc.gov, or electronically by
accessing https://www.regulations.gov.
Reference should be made to ‘‘Proposed
Amendments to Rule 1.25.’’
FOR FURTHER INFORMATION CONTACT:
Phyllis P. Dietz, Special Counsel,
Division of Clearing and Intermediary
Oversight, Commodity Futures Trading
Commission, Three Lafayette Centre,
1155 21st Street, NW., Washington, DC
20581. Telephone (202) 418–5430.
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5577
Table of Contents
I. Background
II. Discussion of the Proposed Rules
A. Instruments With Embedded Derivatives
B. Adjustable Rate Securities
1. Permitted Benchmarks
2. Supplemental Requirements
3. Technical Amendments
4. Auction Rate Securities
C. Reverse Repos—Concentration Limits
D. Transactions by FCM/BDs
E. Rating Standards for MMMFs
F. Registration Requirement for MMMFs
G. Auditability Standard for Investment
Records
H. Additional Technical Amendments
1. Clarifying and Codifying MMMF
Redemption Requirements
(i) Next-Day Redemption Requirement
(ii) Exceptions to the Next-Day Redemption
Requirement
2. Clarifying Rating Standards for
Certificates of Deposit
3. Clarifying Corporate Bonds as Permitted
Investments
4. Clarifying References to Transferred
Securities
5. Clarifying Payment and Delivery
Procedures for Reverse Repos and Repos
6. Changing Paragraph (a)(1) ‘‘Customer
Funds’’ to ‘‘Customer Money’’
7. Conforming Reference to
‘‘Marketability’’ Requirement
8. Conforming Terminology for
‘‘Derivatives Clearing Organizations’’
9. Conforming Terminology for
‘‘Government Sponsored Enterprise’’
10. Conforming Terminology for ‘‘Futures
Commission Merchant’’
11. Clarifying the Meaning of ‘‘NRSRO’’
III. Time to Maturity—Treasury Portfolio
IV. Section 4(c)
V. Related Matters
A. Regulatory Flexibility Act
B. Paperwork Reduction Act
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Agencies
[Federal Register Volume 70, Number 22 (Thursday, February 3, 2005)]
[Proposed Rules]
[Pages 5571-5577]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 05-2079]
========================================================================
Proposed Rules
Federal Register
________________________________________________________________________
This section of the FEDERAL REGISTER contains notices to the public of
the proposed issuance of rules and regulations. The purpose of these
notices is to give interested persons an opportunity to participate in
the rule making prior to the adoption of the final rules.
========================================================================
Federal Register / Vol. 70, No. 22 / Thursday, February 3, 2005 /
Proposed Rules
[[Page 5571]]
DEPARTMENT OF THE TREASURY
Office of the Comptroller of the Currency
12 CFR Chap. I
[Docket No. 05-01]
FEDERAL RESERVE SYSTEM
12 CFR Chap. II
[Docket No. OP-1220]
FEDERAL DEPOSIT INSURANCE CORPORATION
12 CFR Chap. III
DEPARTMENT OF THE TREASURY
Office of Thrift Supervision
12 CFR Chap. V
[No. 2005-02]
Request for Burden Reduction Recommendations; Money Laundering,
Safety and Soundness, and Securities Rules; Economic Growth and
Regulatory Paperwork Reduction Act of 1996 Review
AGENCIES: Office of the Comptroller of the Currency (OCC), Treasury;
Board of Governors of the Federal Reserve System (Board); Federal
Deposit Insurance Corporation (FDIC); and Office of Thrift Supervision
(OTS), Treasury.
ACTION: Notice of regulatory review; request for comments.
-----------------------------------------------------------------------
SUMMARY: The OCC, Board, FDIC, and OTS (``we'' or ``the Agencies'') are
reviewing our regulations to identify outdated, unnecessary, or unduly
burdensome regulatory requirements pursuant to the Economic Growth and
Regulatory Paperwork Reduction Act of 1996 (EGRPRA). Today, we request
your comments and suggestions on ways to reduce burden in rules we have
categorized as Money Laundering, Safety and Soundness, and Securities.
All comments are welcome. We specifically invite comment on the
following issues: Whether statutory changes are needed; whether the
regulations contain requirements that are not needed to serve the
purposes of the statutes they implement; the extent to which the
regulations may adversely affect competition; whether the cost of
compliance associated with reporting, recordkeeping, and disclosure
requirements, particularly on small institutions, is justified; whether
any regulatory requirements are inconsistent or redundant; and whether
any regulations are unclear.
We will analyze the comments received and propose burden-reducing
changes to our regulations where appropriate. Some of your suggestions
for burden reduction might require legislative changes. Where
legislative changes would be required, we will consider your
suggestions in recommending appropriate changes to Congress.
DATES: Written comments must be received no later than May 4, 2005.
ADDRESSES: You may submit comments by any of the following methods:
EGRPRA Web site: https://www.EGRPRA.gov.
Comments submitted at the Agencies' joint Web site will
automatically be distributed to all the Agencies. Comments received at
the EGRPRA Web site and by other means will be posted on the Web site
to the extent possible.
Individual agency addresses: You are also welcome to submit
comments to the Agencies at the following contact points (due to delays
in paper mail delivery in the Washington area, commenters may prefer to
submit their comments by alternative means):
OCC: You may submit comments, identified by [docket 05-01], by any
of the following methods:
E-mail: regs.comments@occ.treas.gov. Include [docket 05-
01] in the subject line of the message.
Fax: (202) 874-4448.
Mail: Public Information Room, Office of the Comptroller
of the Currency, 250 E Street, SW., Mailstop 1-5, Washington, DC 20219;
Attention: Docket .
Public Inspection: You may inspect and photocopy comments at the
Public Information Room. You can make an appointment to inspect the
comments by calling (202) 874-5043.
Board: You may submit comments, identified by Docket Number OP-
1220, by any of the following methods:
Agency Web site: https://www.federalreserve.gov. Follow the
instructions for submitting comments at https://www.federalreserve.gov/
generalinfo/foia/ProposedRegs.cfm.
Federal eRulemaking Portal: https://www.regulations.gov.
Follow the instructions for submitting comments.
E-mail: regs.comments@federalreserve.gov. Include docket
number in the subject line of the message.
Fax: (202) 452-3819 or (202) 452-3102.
Mail: Jennifer J. Johnson, Secretary, Board of Governors
of the Federal Reserve System, 20th Street and Constitution Avenue,
NW., Washington, DC 20551.
All public comments are available from the Board's Web site at
https://www.federalreserve.gov/generalinfo/foia/ProposedRegs.cfm, as
submitted, except as necessary for technical reasons. Accordingly, your
comments will not be edited to remove any identifying or contact
information. Public comments may also be viewed electronically or in
paper in Room MP-500 of the Board's Martin Building (20th and C
Streets, NW.) between 9 a.m. and 5 p.m. on weekdays.
FDIC: You may submit comments, identified as EGRPRA burden
reduction comments, by any of the following methods:
https://www.fdic.gov/regulations/laws/federal/propose.html.
E-mail: comments@fdic.gov. Include ``EGRPRA burden
reduction comment'' in the subject line of the message.
Mail: Robert E. Feldman, Executive Secretary, Federal
Deposit Insurance Corporation, 550 17th Street, NW., Washington, DC
20429.
Hand Delivery: Comments may be hand delivered to the guard
station at the rear of the 550 17th Street Building (located on F
Street) on business days between 7 a.m. and 5 p.m.
Public Inspection: You may inspect comments at the FDIC Public
Information Center, Room 100, 801 17th Street, NW., between 9 a.m. and
4:30 p.m. on business days.
[[Page 5572]]
OTS: You may submit comments, identified by ``No. 2005-02.'' by any
of the following methods:
Federal eRulemaking Portal: https://www.regulations.gov.
Follow the instructions for submitting comments.
E-Mail: regs.comments@ots.treas.gov. Include ``No. 2005-
02'' in the subject line of the message, and provide your name and
telephone number.
Fax: (202) 906-6518.
Mail: Regulation Comments, Chief Counsel's Office, Office
of Thrift Supervision, 1700 G Street, NW., Washington, DC 20552.
Hand Delivery: Comments may be hand delivered to the
Guard's Desk, East Lobby Entrance, 1700 G Street, NW., from 9 a.m. to 4
p.m. on business days, Attention: Regulation Comments, Chief Counsel's
Office.
Public Inspection: OTS will post comments and the related index on
the OTS Internet site at https://www.ots.treas.gov/
pagehtml.cfm?catNumber=67&an=1. In addition, you may inspect comments
at the Public Reading Room, 1700 G Street, NW., by appointment. To make
an appointment for access, call (202) 906-5922, send an e-mail to
public.info@ots.treas.gov, or send a fax to (202) 906-7755. (Please
identify the material you would like to inspect to assist us in serving
you.) OTS schedules appointments on business days between 10 a.m. and 4
p.m. In most cases, appointments will be available the next business
day following the date OTS receives a request.
FOR FURTHER INFORMATION CONTACT:
OCC:
Stuart Feldstein, Assistant Director, Legislative and
Regulatory Activities Division, (202) 874-5090.
Heidi Thomas, Special Counsel, Legislative and Regulatory
Activities Division, (202) 874-5090.
Lee Walzer, Counsel, Legislative and Regulatory Activities
Division, (202) 874-5090.
Board:
Patricia A. Robinson, Managing Senior Counsel, Legal
Division, (202) 452-3005.
Michael J. O'Rourke, Counsel, Legal Division, (202) 452-
3288.
John C. Wood, Counsel, Division of Consumer and Community
Affairs, (202) 452-2412.
Kevin H. Wilson, Supervisory Financial Analyst, Division
of Banking Supervision and Regulation, (202) 452-2362.
For users of Telecommunications Device for the Deaf (TDD)
only, contact (202) 263-4869.
FDIC:
Claude A. Rollin, Special Assistant to the Vice Chairman,
(202) 898-8741.
Steven D. Fritts, Associate Director, Division of
Supervision and Consumer Protection, (202) 898-3723.
Ruth R. Amberg, Senior Counsel, Legal Division, (202) 898-
3736.
Thomas Nixon, Counsel, Legal Division, (202) 898-8766.
OTS:
Glenn Gimble, Senior Project Manager, Thrift Policy,
Supervision Policy, (202) 906-7158.
Josephine Battle, Program Analyst, Thrift Policy,
Supervision Policy, (202) 906-6870.
Karen Osterloh, Special Counsel, Regulations and
Legislation Division, Chief Counsel's Office, (202) 906-6639.
SUPPLEMENTARY INFORMATION:
I. Overview of the EGRPRA Review and the Steps Taken so Far
The Agencies \1\ are asking for your comments and suggestions on
ways in which we can reduce regulatory burdens consistent with our
statutory obligations. Today, we request your input to help us identify
which regulatory requirements in three categories--Money Laundering,
Safety and Soundness, and Securities--are outdated, unnecessary, or
unduly burdensome. We list the rules in these categories in a chart at
the end of this notice. Please send us your recommendations at our Web
site, https://www.EGRPRA.gov, or to one of the listed addresses.
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\1\ The National Credit Union Administration has participated in
planning the EGRPRA review but has issued, and will issue, requests
for comment separately.
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Today's request for comment is the fourth notice in our multi-year
review of regulations for burden reduction required by section 2222 of
EGRPRA.\2\ We described the EGRPRA review's requirements in our first
EGRPRA notice. In summary, EGRPRA requires us to:
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\2\ Public Law 104-208, Sept. 30, 1996, 12 U.S.C. 3311. We
published our first notice in the Federal Register on June 16, 2003,
at 68 FR 35589; our second notice on January 21, 2004, at 69 FR
2852; and our third notice on July 20, 2004, at 69 FR 43347. You may
view the notices at our Web site, https://www.EGRPRA.gov.
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Categorize our regulations by type.
Publish the regulations by category to request comments on
which regulations contain requirements that are: outdated, unnecessary,
or unduly burdensome.
Publish a summary of those comments.
Eliminate unnecessary regulations to the extent
appropriate.
Report to Congress: summarizing the significant issues
raised and their relative merits, and analyzing whether legislative
change is required to reduce burden.
The first publication cycle must be complete by September 2006.
We have identified 13 categories of rules to implement our EGRPRA
review. The categories are: Applications and Reporting; Banking
Operations; Capital; Community Reinvestment Act; Consumer Protection:
Lending Related Rules; Consumer Protection: Account/Deposit
Relationships and Miscellaneous Consumer Rules; Directors, Officers and
Employees; International Operations; Money Laundering; Powers and
Activities; Rules of Procedure; Safety and Soundness; and Securities.
You may see the categories and the rules placed within them at our Web
site, https://www.EGRPRA.gov.
We previously requested public comment about possible burden
reduction in five categories of rules. Our June 16, 2003, notice
requested comment on three categories: Applications and Reporting,
Powers and Activities, and International Operations. Our January 21,
2004, notice requested comment on Consumer Protection: Lending Related
Rules. Our July 20, 2004, notice requested comment on Consumer
Protection: Account/Deposit Relationships and Miscellaneous Consumer
Rules. Today, we request comment on rules related to Money Laundering,
Safety and Soundness, and Securities.
We plan to continue to publish one or more categories of rules
approximately every six months between 2003 and 2006 and provide a 90-
day comment period for each publication. As noted earlier, we must
publish all our covered categories of rules for comment and review them
by the end of September 2006.
In addition to soliciting written comments, we held banker outreach
meetings in Orlando, St. Louis, Denver, San Francisco, New York City,
Nashville, Seattle, and Chicago to hear directly from the industry
about ways the Agencies could reduce regulatory burden. More than 400
representatives from the industry have attended the outreach meetings.
The Agencies have also held three outreach meetings with over 100
participants for representatives of consumer and community groups to
obtain their input on regulatory burden reduction. The consumer
meetings were held in Arlington, Virginia; San Francisco; and Chicago.
These meetings have helped focus our regulatory burden reduction
efforts. We anticipate holding
[[Page 5573]]
additional outreach events this year. You may learn more about the
meetings and related recommendations at our EGRPRA Web site, https://
www.EGRPRA.gov.
We received 19 comments in response to the first notice, about 560
to the second notice, and over 100 to the third notice. The Agencies
appreciate the response to our notices and the outreach meetings. The
written comments and remarks at the meetings came from individuals,
banks, savings associations, holding companies, industry trade groups,
and consumer and community groups. You may view the comments at our
EGRPRA Web site, https://www.EGRPRA. We are actively reviewing the
feedback received about specific ways to reduce regulatory burden, as
well as conducting our own analyses.
In addition, Congress considered various legislative proposals to
reduce burden on the financial services industry in 2004.
Representatives of the Agencies and industry leaders testified before
congressional committees about these legislative reform proposals and
other ideas for reducing burden on the financial services industry.\3\
We will continue to post information about legislative and regulatory
reform efforts on our Web site.
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\3\ On May 12, 2004, FDIC Vice Chairman John M. Reich testified
about burden reduction before the Subcommittee on Financial
Institutions and Consumer Credit of the House Committee on Financial
Services. On June 22, agency and industry leaders testified about
regulatory reform before the Senate Committee on Banking, Housing
and Urban Affairs. Agency leaders included: Federal Reserve Board
Governor Donald Kohn, FDIC Vice Chairman John M. Reich, NCUA
Chairman JoAnn Johnson, OCC First Senior Deputy Comptroller and
Chief Counsel Julie L. Williams, and OTS Chief Counsel John E.
Bowman. On August 27, Senator Mike Crapo, who is leading a financial
services regulatory reform effort for the Senate Banking Committee,
released a matrix detailing more than 130 burden reduction proposals
that were made in the June 2004 hearing.
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II. Request for Comment on Money Laundering, Safety and Soundness, and
Securities Rules
Today, we are asking the public to identify ways in which the rules
related to Money Laundering, Safety and Soundness, and Securities may
be outdated, unnecessary, or unduly burdensome. As shown on the chart
at the end of this notice, there are 28 regulations in these
categories. The Agencies note that other non-banking agencies, such as
the Department of Treasury under the Bank Secrecy Act, have issued
rules within these three categories that apply to our regulated
institutions. Some of the rules of these other agencies are beyond our
jurisdiction. However, to the extent that we receive comments raising
significant issues about these related rules, we will identify the
issues in our Report to Congress and make those comments available to
the appropriate agencies.
We encourage comments that address not only individual rules or
requirements but also pertain to certain product lines. For example, in
the case of an institution's securities activities, are any of the
reporting, recordkeeping or other requirements of one regulation
inconsistent with or duplicative of the requirements under another
regulation? A product line approach is consistent with EGRPRA's focus
on how rules interact, and may be especially helpful in exposing
redundant or potentially inconsistent regulatory requirements. We
recognize that commenters using a product line approach may want to
make recommendations about rules that are not in our current request
for comment. They should do so since we designed the EGRPRA categories
to stimulate creative approaches rather than limiting them.
Specific issues to consider. While all comments are welcome, we
specifically invite comment on the following issues:
A. Need for Statutory Change. (1) Do any statutory requirements
underlying the rules impose unnecessary, redundant, conflicting or
unduly burdensome requirements? (2) Are there less burdensome
alternatives?
B. Need and Purpose of the Regulations. (1) Are the regulations
consistent with the purposes of the statutes that they implement? (2)
Have circumstances changed so that a rule is no longer necessary? (3)
Do changes in the financial products and services offered to consumers
suggest a need to revise certain regulations (or statutes)? (4) Do any
of the regulations impose compliance burdens not required by the
statutes they implement?
C. General Approach/Flexibility. (1) Would a different general
approach to regulating achieve statutory goals with less burden? (2) Do
any of these rules impose unnecessarily inflexible requirements?
D. Effect of the Regulations on Competition. Do any of the
regulations or statutes create competitive disadvantages for insured
depository institutions compared to the rest of the financial services
industry or competitive disadvantages for one type of insured
depository institution over another?
E. Reporting, Recordkeeping, and Disclosure Requirements. (1) Which
reporting, recordkeeping, or disclosure requirements impose the most
compliance burdens? (2) Are any of the reporting or recordkeeping
requirements unnecessary to demonstrate compliance with the law?
F. Consistency and Redundancy. (1) Are any of the requirements
under one regulation inconsistent with or duplicative of requirements
under another regulation? (2) If so, are the inconsistencies not
warranted by the purposes of the regulations?
G. Clarity. Are any of the regulations drafted unclearly?
H. Burden on Small Insured Institutions. We have particular
interest in minimizing burden on small insured institutions (those with
assets of $150 million or less). Are there appropriate ways to amend
these rules to minimize adverse economic impact on small insured
institutions?
The Agencies appreciate the efforts of all interested parties to
help us eliminate outdated, unnecessary, or unduly burdensome
regulatory requirements.
BILLING CODE 4810-33-P; 6210-01-P; 6714-01-P; 6720-01-P
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[GRAPHIC] [TIFF OMITTED] TP03FE05.110
Dated: January 13, 2005.
Julie L. Williams,
Acting Comptroller of the Currency.
By order of the Board of Governors of the Federal Reserve System
on January 26, 2005.
Jennifer J. Johnson,
Secretary of the Board.
Federal Deposit Insurance Corporation.
By order of the Board of Directors.
Dated at Washington, DC, this 18th day of January, 2005.
Robert E. Feldman,
Executive Secretary.
Dated: January 25, 2005.
James E. Gilleran,
Director, Office of Thrift Supervision.
[FR Doc. 05-2079 Filed 2-2-05; 8:45 am]
BILLING CODE 4810-33-C; 6210-01-C; 6714-01-C; 6720-01-C