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FEDERAL RESERVE BANK
OF N EW YORK
r Circular No. 5 6 3 4 ~1
L

M arch 19, 1965

J

INTERPRETATION OF REGULATION U

To All Banlcs in the Second Federal Reserve District:

Printed below is a copy of the substance of a reply from the Board of Governors of the
Federal Reserve System to a recently submitted question whether a bank may, in conformity
with the requirements of section 221.3(a) of Regulation U (Loans by Banks for the Purpose of
Purchasing or Carrying Registered Stocks), accept jjurpose statements that are submitted by mail
under a plan for making loans against mutual fund shares. The reply will be published shortly
in the Federal R eserve Bulletin and the Federal R egister, but the substance is being sent to you
now so that you may have prompt notice of its content.
Additional copies of this circular will be furnished upon request.
A

lfred

H

ayes,

President.
Loans by Mail on Security of Mutual Fund Shares
The Board of Governors has been asked whether a
bank can accept in good faith, within the meaning
of section 221.3(a) of the Board’s Regulation U,
“ nonpurpose” statements submitted by mail in con­
nection with a widely-publicized plan under which
the bank offers to make installment loans up to 70 per
cent of the redemption value of shares of open-end
investment companies ( “ mutual funds” ) that are
pledged by the borrower as collateral. A customer
may either go personally to one of the bank’s offices,
or mail in a loan application. The problem before
the Board does not arise unless he chooses to apply
by mail.
Under the plan submitted, the borrower completes
the following statement on the application fo rm :
“ I / W e state that this loan is for the following purpose
(describe briefly) : .............................................................................

and that it is not for the purpose o f purchasing or carry­
ing mutual fund shares or any securities registered on
a national securities exchange.”

loan is “ directly or indirectly” for the purpose of
purchasing or carrying stocks registered on a national
securities exchange (so-called “ purpose loan” ), and
places upon the bank the responsibility for taking
appropriate action to determine the actual purpose
of a proposed loan.
Mutual fund shares are “ stock” for purposes of
Regulation U, and under section 221.3(b)(2) shares
issued by many such funds are deemed to be regis­
tered stocks. Consequently, the loans are secured by
stock, and are purpose loans if they are for the pur­
pose of purchasing such mutual fund shares (or other
registered stocks). A t present, a bank may lend no
more than 30 per cent of the current market value
of stock collateral if the loan is a purpose loan, so
that the regulation would forbid the making of a loan
under the plan if, despite the borrower’s statement to
the contrary, the bank should have known that it was
really a purpose loan.
Section 221.3(a) of Regulation U permits a bank
to rely on a statement by the borrower as to the pur­
pose of a loan
. . only if such statement (1 ) is signed by the borrower;

Regulation U, of course, limits the amount a bank may
lend against collateral consisting of stock, where the




(2 ) is accepted in good faith and signed by an officer of
the bank as having been so accepted; . .

(over)

and the regulation explains that
. . to accept the statement in good faith, the officer
must be alert to the circumstances surrounding the loan
and the borrower and must have no information which
would put a prudent man upon inquiry and if investigated
with reasonable diligence would lead to the discovery of
the falsity o f the statement.”

The bank’s manual of instructions to its employees
with respect to this plan indicates precautions which
are to be taken in attempting to ensure that the state­
ment can be accepted in good faith. For example, if
a check is to be mailed to the borrower in care of a
broker or dealer, a purpose statement may be required
from the latter. Delivery to the bank as collateral of
a certificate dated shortly before the loan application
would indicate the need for further inquiry. Repeated
loan applications with certificates dated subsequent to
prior loans would also suggest the possibility of a
violation.
Although these precautions are useful and demon­
strate the effort the bank has made to bring the plan
into conformity with the regulation, the Board does
not believe it would be feasible, under the circum­
stances described, for the circumstances surrounding
each loan to be sufficiently known to the loan officer
so that the officer could become aware of circumstances
that might indicate a need for further investigation.
While no precautions can completely eliminate error
or evasion, the Board believes there is no satisfactory
substitute for a face-to-face meeting between borrower
and lending officer in developing information as to
the purpose of a loan. The regulation makes the officer
responsible for determining the purpose of a loan, and
it is difficult to see how he can discharge this respon­
sibility, particularly when numerous loans are made
on a uniform basis, without an opportunity to question
the customer. In addition, a customer relationship, or
the possibility that such a relationship may arise in
the future, tends to put both customer and loan officer
on a more realistic footing in respect to Regulation U.
While it is true that not all stock-secured loans
involve personal interviews between borrowers and
loan officers, or a customer relationship, these do
obtain in the normal case. Loans made by mail under
the plan put into operation by the bank would tend
to create a new class of stock-secured loan, to be made
in relatively small amount for each loan, and poten­




tially made in large numbers, so that the absence of
these safeguards would be especially likely to result
in the making of “ purpose” loans that exceeded the
permissible amount. Accordingly, the Board does not
believe that a purpose statement submitted by mail
in connection with a plan of this kind can satisfy the
requirements of section 221.3(a).
Another problem that may arise under the plan
remains to be discussed. In 1962 Federal Reserve
Bulletin 690, the Board held that certain loans to
be made by a bank against stock of American Tele­
phone and Telegraph Company, although earmarked
for “ living expenses” , must be considered to be pur­
pose loans where the borrower was simultaneously
purchasing additional shares under an employee stock
purpose plan, and the loans were to be geared to the
amount of the monthly installment payment required.
The Board pointed out that payroll deductions to
finance purchases under the plan could be as high
as 38 per cent of base pay, and a larger percentage
of “ take-home pay” , and that deductions of this mag­
nitude are in excess of the savings rate of many
employees.
It may be asked whether this interpretation applies
to loans made by the bank under the present plan,
if the borrower is simultaneously purchasing mutual
fund shares under a periodic purchase plan, regard­
less of the use he may make o f actual proceeds of the
loan. The Board believes that the principle of the
1962 interpretation would apply where a purchaser
is obviously buying more stock than he can carry out
of current income, or where loan disbursements are
geared to payments under such a purchase plan, and
that in such cases, the lending bank should treat the
loan as a regulated loan.
Since information normally obtained by lending
officers would reveal whether the borrower was pur­
chasing stock under such a plan, and whether the
purchases were disproportionate to the borrower’s
income and other expenditures, it should not be diffi­
cult for the officer to make a judgment on this point.
The existence of this question, however, provides an
additional reason why a personal interview is advis­
able in the case of a loan against mutual fund shares,
if the bank is to make a reliable determination as to
whether or not the loan is a purpose loan and subject
to the regulation.