HOUSE BILL No. 5430

 

March 26, 2014, Introduced by Rep. Jenkins and referred to the Committee on Commerce.

 

     A bill to amend 2008 PA 551, entitled

 

"Uniform securities act (2002),"

 

by amending section 102 (MCL 451.2102) and by adding sections 600

 

and 600a.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 102. As used in this act, unless the context otherwise

 

requires:

 

     (a) "Administrator" means the office of financial and

 

insurance regulation of the department of energy, labor, and

 

economic growth securities regulation created in section 600.

 

     (b) "Agent" means an individual other than a broker-dealer who

 

represents a broker-dealer in effecting or attempting to effect

 

purchases or sales of securities or represents an issuer in

 

effecting or attempting to effect purchases or sales of the

 

issuer's securities. The term does not include a partner, officer,


 

or director of a broker-dealer or issuer, or an individual having a

 

similar status or performing similar functions, unless the

 

individual otherwise comes within the term. The term does not

 

include an individual excluded by rule or order under this act. The

 

term does not include a person acting solely as a finder and

 

registered as a broker-dealer under this act or acting as a finder

 

in a transaction exempt under section 202(1)(r).

 

     (c) "Bank" means any of the following:

 

     (i) A banking institution organized under the laws of the

 

United States.

 

     (ii) A member bank of the federal reserve system.

 

     (iii) Any other banking institution that meets all of the

 

following:

 

     (A) It is doing business under the laws of a state or of the

 

United States.

 

     (B) A substantial portion of its business consists of

 

receiving deposits or exercising fiduciary powers similar to those

 

permitted to be exercised by national banks under the authority of

 

the comptroller of the currency pursuant to 12 USC 92a.

 

     (C) It is supervised and examined by a state or federal agency

 

having supervision over banks.

 

     (D) It is not operated for the purpose of evading this act.

 

     (iv) A receiver, conservator, or other liquidating agent of any

 

institution or firm included in subparagraph (i), (ii), or (iii).

 

     (d) "Broker-dealer" means a person engaged in the business of

 

effecting transactions in securities for the account of others or

 

for the person's own account. The term does not include any of the


 

following:

 

     (i) An agent.

 

     (ii) An issuer.

 

     (iii) A bank or savings institution if its activities as a

 

broker-dealer are limited to those specified in section 3(a)(4) and

 

3(a)(5) of the securities exchange act of 1934, 15 USC 78c, or a

 

bank that satisfies the conditions described in section 3(a)(4)(E)

 

of the securities exchange act of 1934, 15 USC 78c.

 

     (iv) An international banking institution.

 

     (v) A person excluded by rule or order under this act.

 

     (e) "Depository institution" means a bank; or a savings

 

institution, trust company, credit union, or similar institution

 

that is organized or chartered under the laws of a state or of the

 

United States, authorized to receive deposits, and supervised and

 

examined by an official or agency of a state or the United States

 

if its deposits or share accounts are insured to the maximum amount

 

authorized by federal statute by the federal deposit insurance

 

corporation, the national credit union share insurance fund, or a

 

successor authorized by federal law; or a bank that does not

 

receive deposits because of a limitation in its charter, articles

 

of incorporation, or articles of association. The term does not

 

include any of the following:

 

     (i) An insurance company or other organization primarily

 

engaged in the business of insurance.

 

     (ii) A Morris Plan bank.

 

     (iii) An industrial loan company that is not an insured

 

depository institution, as that term is defined in section 3(c)(2)


 

of the federal deposit insurance act, 12 USC 1813(c)(2).

 

     (f) "Federal covered investment adviser" means a person

 

registered under the investment advisers act of 1940.

 

     (g) "Federal covered security" means a security that is, or

 

upon completion of a transaction will be, a covered security under

 

section 18(b) of the securities act of 1933, 15 USC 77r, or rules

 

or regulations adopted under that provision.

 

     (h) "Filing" means the receipt under this act of a record by

 

the administrator or a designee of the administrator.

 

     (i) "Finder" means a person who, for consideration,

 

participates in the offer to sell, sale, or purchase of securities

 

by locating, introducing, or referring potential purchasers or

 

sellers. Finder does not include a person whose actions are solely

 

incidental to a transaction exempt pursuant to section 202(1)(r).

 

The administrator may by rule or order exclude other persons from

 

this definition.

 

     (j) "Fraud," "deceit," and "defraud" include, but are not

 

limited to, common law deceit.

 

     (k) "Guaranteed" means guaranteed as to payment of all

 

principal and all interest.

 

     Sec. 600. (1) The office of securities regulation is created

 

in the department of licensing and regulatory affairs.

 

     (2) The governor shall appoint a securities commissioner to

 

serve as the head of the office of securities regulation. The

 

governor shall select the commissioner from a list of at least 2

 

names submitted to him or her by the board.

 

     (3) All of the following apply to the office of securities


 

regulation:

 

     (a) The office shall have all of the authority, powers,

 

duties, functions, and responsibilities of the department of

 

licensing and regulatory affairs under this act that were

 

transferred to that department from the securities division of the

 

office of finance and insurance regulation under Executive

 

Reorganization Order No. 2012-6, MCL 445.2034.

 

     (b) The department of licensing and regulatory affairs shall

 

perform the budgeting, procurement, and related management

 

functions of the office.

 

     (4) As used in this section and section 600a:

 

     (a) "Board" means the securities regulation board created in

 

section 600a.

 

     (b) "Commissioner" means the securities commissioner appointed

 

under subsection (2).

 

     (c) "Office" means the office of securities regulation created

 

in subsection (1).

 

     Sec. 600a. (1) The securities regulation board is created in

 

the office.

 

     (2) All of the following apply to the board:

 

     (a) The board shall consist of 9 members, as follows:

 

     (i) Three members appointed by the governor. The governor shall

 

appoint 1 of the members described in this subdivision to serve as

 

the chairperson of the board.

 

     (ii) Two members selected by the speaker of the house of

 

representatives.

 

     (iii) Two members selected by the majority leader of the senate.


 

     (iv) Two members selected by the director of the department of

 

licensing and regulatory affairs.

 

     (b) Members of the securities regulation board shall serve for

 

2-year terms or until a successor is appointed or selected,

 

whichever is later. A vacancy on the board shall be filled for the

 

unexpired term in the same manner as the original appointment or

 

selection under subsection (1).

 

     (c) The first meeting of the board shall be called by the

 

director of the department of licensing and regulatory affairs. At

 

the first meeting, the board shall elect from among its members a

 

vice-chairperson and other officers as it considers necessary or

 

appropriate. After the first meeting, the board shall meet at least

 

once in the second week of January each year, and at least every 10

 

weeks during the remainder of each calendar year. The chairperson

 

shall determine the time and place of each meeting of the board

 

described in this subdivision. The board may meet more frequently

 

at the call of the chairperson or if requested by 5 or more

 

members.

 

     (d) A majority of the members of the board constitute a quorum

 

for the transaction of business at a meeting of the board. A

 

majority of the members present and serving are required for

 

official action of the board.

 

     (e) The board shall conduct its business only at public

 

meetings of the board, held in compliance with the open meetings

 

act, 1976 PA 267, MCL 15.261 to 15.275.

 

     (f) A writing prepared, owned, used, in the possession of, or

 

retained by the board in the performance of an official function is


 

subject to the freedom of information act, 1976 PA 442, MCL 15.231

 

to 15.246.

 

     (g) Members of the board shall serve without compensation.

 

However, the office may reimburse members of the board for their

 

actual and necessary expenses incurred in the performance of their

 

official duties as members of the board.

 

     (h) The board's duties shall include all of the following:

 

     (i) Serving as an advisory board to the governor, the director

 

of the department of licensing and regulatory affairs, the office,

 

and the commissioner concerning securities regulation issues.

 

     (ii) When requested, for purposes of section 600(2), providing

 

the governor with a list of the names of at least 2 candidates it

 

determines are qualified to serve as the commissioner.

 

     (iii) Performing any other duties concerning economic issues in

 

this state assigned by the governor, the director of the department

 

of licensing and regulatory affairs, the office, or the

 

commissioner or required by law.