SENATE BILL No. 176

 

 

February 9, 2005, Introduced by Senator SCOTT and referred to the Committee on Banking and Financial Institutions.

 

 

 

 

 

     A bill to regulate the money transmission services business;

 

to require the licensing of persons engaged in providing money

 

transmission services; to prescribe powers and duties of certain

 

state agencies and officials; to prescribe penalties and provide

 

remedies; and to repeal acts and parts of acts.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 1. This act shall be known and may be cited as the "money

 

transmission services act".

 

     Sec. 2. As used in this act:

 

     (a) "Agency" means the office of financial and insurance

 

services in the department of labor and economic growth.

 

     (b) "Applicant" means a person that files an application for a

 

license under this act.


 

     (c) "Authorized delegate" means a person that a licensee

 

designates to provide money transmission services in this state on

 

behalf of the licensee.

 

     (d) "Commissioner" means the commissioner of the office of

 

financial and insurance services.

 

     (e) "Control" means any of the following:

 

     (i) Ownership of, or the power to vote, directly or indirectly,

 

at least 25% of a class of voting securities or voting interests of

 

a licensee or person in control of a licensee.

 

     (ii) Power to elect a majority of executive officers, managers,

 

directors, trustees, or other persons exercising managerial

 

authority of a licensee or person in control of a licensee.

 

     (iii) The power to exercise directly or indirectly a controlling

 

influence over the management or policies of a licensee or person

 

in control of a licensee.

 

     (f) "Control person" means a director, manager, or executive

 

officer of a licensee or a natural person who has the authority to

 

participate in the direction, directly or indirectly through 1 or

 

more other natural persons, of the management or policies of a

 

licensee.

 

     (g) "Depository financial institution" means a bank, national

 

bank, savings and loan association, savings bank, or credit union

 

organized under the laws of this state, another state, the District

 

of Columbia, the United States, or a territory or protectorate of

 

the United States whose deposits are insured by an agency of the

 

federal government.

 

     (h) "Executive officer" means an officer, member, or partner


 

of a licensee, including, but not limited to, a chief executive

 

officer, president, vice president, chief financial officer,

 

controller, compliance officer, or any other similar position.

 

     (i) "Financial licensing act" means any of the financial

 

services acts, as that term is defined in section 2 of the consumer

 

financial services act, 1988 PA 161, MCL 487.2052.

 

     (j) "Licensee" means a person licensed or required to be

 

licensed under this act.

 

     (k) "Location" means a place of business at which activities

 

regulated by this act occur.

 

     Sec. 3. As used in this act:

 

     (a) "Material litigation" means litigation that, according to

 

generally accepted accounting principles, is significant to an

 

applicant's or a licensee's financial health and must be disclosed

 

in the applicant's or licensee's audited financial statements,

 

report to shareholders, or similar records.

 

     (b) "Money" means a medium of exchange authorized or adopted

 

by the United States or a foreign government as a part of its

 

currency that is customarily used and accepted as a medium of

 

exchange in the country of issuance. The term includes a monetary

 

unit of account established by an intergovernmental organization or

 

by agreement between 2 or more governments.

 

     (c) "Money transmission services" means any of the following:

 

     (i) Selling or issuing payment instruments for a fee,

 

commission, or other consideration.

 

     (ii) Receiving money in an amount of at least $3,000.00 in any

 

period of 7 consecutive calendar days for transmission or


 

transmitting money within the United States or to locations abroad

 

by any means, including, but not limited to, payment instrument,

 

wire transfer, electronic transfer, stored value device, facsimile,

 

or otherwise, for a fee, commission, or other consideration.

 

     (d) "Outstanding payment instrument" means any check, draft,

 

money order, travelers check, other written instrument, electronic

 

or wire transfer, stored value device, or facsimile issued by a

 

licensee that has been sold in the United States directly by the

 

licensee or any payment instrument issued by the licensee that has

 

been sold by an agency, office, or representative of the licensee

 

in the United States, that has been reported to the licensee as

 

having been sold, and that has not yet been paid by or for the

 

licensee.

 

     (e) "Payment instrument" means any electronic or written

 

check, draft, money order, travelers check, or other wire,

 

electronic, or written instrument or order for the transmission or

 

payment of money, sold or issued to 1 or more persons, whether or

 

not the instrument is negotiable. The term includes any stored

 

value device or facsimile. The term does not include any credit

 

card voucher, letter of credit, or tangible object redeemable by

 

the issuer in goods or services.

 

     (f) "Person" means an individual, partnership, association,

 

corporation, limited liability company, trust, estate, joint

 

venture, government, governmental subdivision, agency or

 

instrumentality, public corporation, or any other legal entity.

 

     (g) "Record" means information that is inscribed on a tangible

 

medium or that is stored in an electronic or other medium and is


 

retrievable in perceivable form.

 

     (h) "State" means a state of the United States, the District

 

of Columbia, Puerto Rico, the United States Virgin Islands, or any

 

territory or protectorate of the United States.

 

     (i) "Stored value device" means a card or other tangible

 

object used for the transmission or payment of money that contains

 

a microprocessor chip, magnetic stripe, or other means for the

 

storage of information; that is prefunded; and the value of which

 

is reduced after each use. The term does not include a tangible

 

object the value of which is redeemable in the issuer's goods and

 

services.

 

     (j) "Travelers check" means an instrument for the payment of

 

money or a foreign currency instrument in any denomination that

 

provides for both of the following:

 

     (i) A specimen signature of the purchaser to be completed at

 

the time of purchase of the instrument.

 

     (ii) A countersignature of the purchaser to be completed when

 

the instrument is negotiated.

 

     Sec. 4. This act does not apply to any of the following:

 

     (a) The United States or a department, agency, or

 

instrumentality of the United States.

 

     (b) Money transmission services provided by the United States

 

postal service or by a contractor on behalf of the United States

 

postal service.

 

     (c) A state, county, city, or any other governmental

 

subdivision of a state.

 

     (d) A depository financial institution, bank holding company,


 

office of an international banking corporation, or branch of a

 

foreign bank; a bank service company organized under the bank

 

service company act, 12 USC 1861 to 1867; or a corporation

 

organized under the Edge act, 12 USC 611 to 633.

 

     (e) Electronic funds transfer of governmental benefits for a

 

federal, state, county, or governmental agency by a contractor on

 

behalf of the United States or a department, agency, or

 

instrumentality of the United States or a state or governmental

 

subdivision, agency, or instrumentality of a state.

 

     (f) A board of trade designated as a contract market under the

 

commodity exchange act, 7 USC 1 to 27f, or a person that in the

 

ordinary course of business provides clearance and settlement

 

services for a board of trade, to the extent of its operation as or

 

for that board.

 

     (g) A registered futures commission merchant under the federal

 

commodities laws, to the extent of its operation as a merchant.

 

     (h) A person that provides clearance or settlement services

 

under a registration as a clearing agency or an exemption from

 

registration granted under the federal securities laws, to the

 

extent of its operation as a provider under this subdivision.

 

     (i) An operator of a payment system, to the extent that it

 

provides processing, clearing, or settlement services between or

 

among persons excluded by this section in connection with wire

 

transfers, credit card transactions, debit card transactions,

 

stored value transactions, automated clearinghouse transfers, or

 

similar funds transfers.

 

     (j) A person registered as a securities broker-dealer under


 

federal or state securities laws, to the extent of its operation as

 

a registered broker-dealer.

 

     Sec. 11. (1) Except as otherwise provided in this section and

 

subject to section 4, a person shall not provide money transmission

 

services in this state on or after the effective date of this act

 

without a license under this act.

 

     (2) A person licensed under the sale of checks act, 1960 PA

 

136, MCL 487.901 to 487.916, on the effective date of this act may

 

continue to provide money transmission services under that license

 

until December 31, 2006 if the person meets all of the following:

 

     (a) The person files an application for a license under

 

section 12 within 90 days after the effective date of this act.

 

     (b) The person meets the requirements of sections 12, 13, 14,

 

and 15 in conducting its money transmission business before January

 

1, 2007.

 

     (c) The person only provides money transmission services

 

authorized under the sale of checks act, 1960 PA 136, MCL 487.901

 

to 487.916.

 

     (3) A person described in subsection (2) shall not provide

 

money transmission services after December 31, 2006 without a

 

license under this act.

 

     (4) A license under this act is not required for a person to

 

act as an authorized delegate of a person licensed under this act.

 

     Sec. 12. (1) A person applying for a license under this act

 

shall apply on a form and in a medium prescribed by the

 

commissioner. The application shall include all of the following

 

information:


 

     (a) The legal name and residential and business addresses of

 

the applicant and any assumed or trade name used by the applicant

 

in conducting its business.

 

     (b) A list of any criminal convictions of the applicant and

 

any material litigation in which the applicant was involved in the

 

10-year period preceding the submission of the application.

 

     (c) A description of any money transmission services

 

previously provided by the applicant and the money transmission

 

services that the applicant intends to provide in this state.

 

     (d) A list of the applicant's proposed authorized delegates

 

and the locations in this state where the applicant and its

 

authorized delegates propose to engage in providing money

 

transmission services.

 

     (e) A list of all other states in which the applicant is

 

licensed to engage in providing money transmission services and any

 

license revocations, suspensions, or other disciplinary action

 

taken against the applicant in any other state.

 

     (f) Information concerning any bankruptcy or receivership

 

proceedings affecting the applicant.

 

     (g) The name and address of any depository financial

 

institution through which the applicant's payment instrument will

 

be paid.

 

     (h) A description of the source of money and credit to be used

 

by the applicant to provide money transmission services.

 

     (i) Any other information the commissioner reasonably requires

 

with respect to the applicant.

 

     (2) If an applicant is not a natural person, the applicant


 

shall also provide all of the following information with the

 

application:

 

     (a) The date of the applicant's incorporation or formation and

 

state or country of incorporation or formation.

 

     (b) A brief description of the structure or organization of

 

the applicant, including any parent or subsidiary of the applicant,

 

and whether the applicant or a parent or subsidiary of the

 

applicant is publicly traded.

 

     (c) The name, all assumed or trade names, and all business

 

addresses of the applicant.

 

     (d) The name, all assumed or trade names, all business and

 

residential addresses, and the employment history for the 10-year

 

period preceding the submission of the application of each control

 

person of the applicant.

 

     (e) A list of any criminal convictions and material litigation

 

in which any control person of the applicant has been involved in

 

the 10-year period preceding the submission of the application.

 

     (f) If the applicant is publicly traded, a copy of the most

 

recent report filed with the securities and exchange commission

 

under section 13 of the federal securities exchange act of 1934, 15

 

USC 78m.

 

     (g) If the applicant is a wholly owned subsidiary of a

 

corporation publicly traded in the United States, a copy of

 

financial statements for the parent corporation for the most recent

 

fiscal year or a copy of the parent corporation's most recent

 

report filed under section 13 of the federal securities exchange

 

act of 1934, 15 USC 78m.


 

     (h) If the applicant is a wholly owned subsidiary of a

 

corporation publicly traded outside the United States, a copy of

 

any documentation similar to that described in subdivision (g) that

 

is filed with the regulator of the parent corporation's domicile

 

outside the United States.

 

     (i) If the applicant has a registered agent in this state, the

 

name and address of that registered agent.

 

     (j) Any other information the commissioner reasonably requires

 

with respect to the applicant.

 

     Sec. 13. (1) At the time of filing an application for a

 

license under this act, an applicant shall provide the commissioner

 

with copies of the applicant's financial statements for the most

 

recent fiscal year and, if available, for the 2-year period

 

preceding the submission of the application. The financial

 

statements shall meet all of the following:

 

     (a) If subdivision (b) does not apply, show that the

 

applicant's net worth exceeds $100,000.00.

 

     (b) If the applicant intends to engage in providing money

 

transmission services in this state at more than 1 location or

 

through authorized delegates, show that the applicant has a net

 

worth that equals or exceeds either the sum of $100,000.00 plus an

 

additional $25,000.00 for each location or authorized delegate, as

 

applicable, or $1,000,000.00, whichever is less.

 

     (c) Are in the form prescribed by the commissioner, except

 

that financial statements prepared by or reviewed by an independent

 

certified public accountant may be in the form prescribed by that

 

accountant.


 

     (d) Are prepared in accordance with generally accepted

 

accounting principles.

 

     (2) A licensee shall at all times maintain a net worth that

 

meets the amounts described in subsection (1) for its money

 

transmission services business.

 

     (3) At the time of the filing of an application and at all

 

times after a license is issued, an applicant shall be registered

 

or qualified to do business in this state.

 

     (4) An applicant shall include with an application for a

 

license under this act a nonrefundable application fee established

 

by the commissioner under section 15.

 

     (5) An applicant shall include with an application for a

 

license under this act a surety bond that meets all of the

 

following:

 

     (a) Is issued by a bonding company or insurance company

 

authorized to do business in this state and expires no earlier than

 

the date the license expires.

 

     (b) Is in a principal amount of $1,500,000.00.

 

     (c) Is in a form satisfactory to the commissioner, is payable

 

to the commissioner for the benefit of any individuals who are

 

Michigan residents and who are creditors or claimants of the

 

applicant and its authorized delegates through purchase of a

 

payment instrument from the applicant or an authorized delegate

 

located in this state, and secures the faithful performance of the

 

obligations of the applicant and its authorized delegates with

 

respect to the receipt of money in connection with the conduct of

 

its money transmission services business.


 

     (6) The aggregate liability of a surety under a bond issued

 

for purposes of subsection (5) shall not exceed the principal

 

amount of the bond.

 

     Sec. 14. (1) When the commissioner receives a completed

 

application for a license under this act, the commissioner shall

 

investigate the financial condition and responsibility, financial

 

and business experience, character, and general fitness of the

 

applicant and each shareholder, if any, and control person of the

 

applicant. The commissioner may conduct an on-site investigation of

 

the applicant.

 

     (2) When the commissioner determines that an application for a

 

license under this act is complete, the commissioner shall promptly

 

notify the applicant in writing of the date on which he or she

 

determined that the application was complete and shall approve or

 

deny the application within 120 days after that date. Subject to

 

subsection (5), if the commissioner does not approve or deny an

 

application within that 120-day period, the commissioner shall

 

issue the license.

 

     (3) The commissioner shall issue a license to an applicant

 

under this act if the commissioner determines all of the following:

 

     (a) That the applicant has complied with sections 12, 13, and

 

16.

 

     (b) That the financial condition and responsibility, financial

 

and business experience, character, and general fitness of the

 

applicant and the experience, character, and general fitness of

 

each control person and any shareholders of the applicant meet the

 

requirements of this act.


 

     (c) That it is in the interest of the public to permit the

 

applicant to engage in providing money transmission services in

 

this state.

 

     (d) That the applicant has paid the license fee under

 

subsection (4).

 

     (4) If an application for a license is approved under this

 

section, the licensee shall pay a license fee in an amount

 

established by the commissioner under section 15 within 30 days

 

after the date of approval.

 

     (5) The commissioner may for good cause extend the 120-day

 

time period described in subsection (2).

 

     (6) An applicant whose application is denied by the

 

commissioner under this act may appeal within 30 days after the

 

date of the notice of the denial and request a hearing on the

 

denial.

 

     Sec. 15. (1) By December 31 of each year, the commissioner

 

shall establish a schedule of fees to be paid by applicants and

 

licensees during the next calendar year. In establishing license

 

fees, the commissioner shall consider each licensee's business

 

volume and number of locations and any other business factors he or

 

she considers reasonable in order to generate funds sufficient to

 

pay, but not to exceed, the office's reasonably anticipated costs

 

of administering this act.

 

     (2) A license issued under this act expires on December 31 of

 

each year unless earlier suspended, surrendered, or revoked under

 

this act. A licensee may renew a license by filing an application

 

for a license renewal, in the form and medium prescribed by the


 

commissioner, and paying the license fee for the renewal year, on

 

or before the December 1 preceding the renewal year. The

 

commissioner shall not renew a license if the license fee for the

 

renewal term is not paid.

 

     Sec. 16. (1) In addition to any fees established by the

 

commissioner, a licensee shall pay the actual travel, lodging, and

 

meal expenses incurred by any agency employee who travels outside

 

of this state to examine the records of the licensee or investigate

 

the licensee.

 

     (2) If any fees or fines provided for in this act are not paid

 

when required, the commissioner may maintain an action against the

 

licensee for the recovery of the fees or fines, interest, costs,

 

and reasonable legal fees.

 

     (3) The fees and civil and administrative fines collected

 

under this act shall be paid into the state treasury to the credit

 

of the agency and used only for the operation of the agency.

 

     Sec. 21. The commissioner may conduct an examination or

 

investigation of a licensee or any of its authorized delegates.

 

Except as provided in section 27, the commissioner and the agency

 

shall not disclose information obtained in an examination or

 

investigation.

 

     Sec. 22. (1) The commissioner may conduct an on-site

 

examination or investigation of records maintained under section

 

25, including a joint examination or investigation conducted with

 

representatives of other departments or agencies of this state, 1

 

or more agencies of another state, or of the federal government.

 

     (2) The commissioner may accept an examination or


 

investigation report of a department or agency of this state or of

 

another state or of the federal government or a report prepared by

 

a certified public accountant instead of conducting an examination

 

or investigation.

 

     (3) A joint examination or investigation or an acceptance of

 

an examination or investigation report under this section does not

 

preclude the commissioner from conducting his or her own

 

examination or investigation.

 

     (4) The report of a joint investigation or an examination

 

report accepted by the commissioner under this section is an

 

official report of the commissioner for all purposes.

 

     Sec. 23. (1) If there is a change in any information provided

 

in a licensee's initial or renewal application, the licensee shall

 

file the changed information with the commissioner before the

 

change occurs, as prescribed by the commissioner.

 

     (2) A licensee shall file with the commissioner within 45 days

 

after the end of each fiscal quarter a current list of each

 

authorized delegate, control person, and location in this state

 

where the licensee or an authorized delegate of the licensee

 

provides money transmission services. The licensee shall include

 

the name and street address of each location and authorized

 

delegate in the filing.

 

     (3) A licensee shall file a report with the agency within 1

 

business day after the licensee has reason to know of the

 

occurrence of any of the following events:

 

     (a) The filing of a petition by or against the licensee under

 

the bankruptcy code, 11 USC 101 to 1330, for bankruptcy or


 

reorganization.

 

     (b) The filing of a petition by or against the licensee for

 

receivership, the commencement of any other judicial or

 

administrative proceeding for the licensee's dissolution or

 

reorganization, or the making of a general assignment for the

 

benefit of its creditors.

 

     (c) The commencement of a proceeding to revoke or suspend a

 

license of the licensee in this state, another state, or a country

 

in which the licensee engages in business or is licensed.

 

     (d) A charge or conviction of the licensee or of an executive

 

officer, manager, director, or control person of the licensee for a

 

felony.

 

     (e) A charge or conviction of an authorized delegate for a

 

felony.

 

     Sec. 24. (1) If there is a proposed change of control of a

 

licensee, the licensee shall do all of the following:

 

     (a) Give the commissioner written notice of a proposed change

 

of control 30 days or more before the proposed change of control.

 

     (b) Request approval of the proposed change of control.

 

     (c) Pay a nonrefundable fee with the notice, in an amount

 

prescribed by the commissioner.

 

     (2) After review of a request for approval under subsection

 

(1), the commissioner may require the licensee to provide

 

additional information concerning each proposed control person of

 

the licensee. However, the commissioner shall only require that the

 

licensee provide additional information of the same type required

 

of the licensee or any control person of the licensee as part of


 

the licensee's original license or renewal application.

 

     (3) The commissioner shall approve a request for change of

 

control under subsection (1) if, after investigation, the

 

commissioner determines that the person or group of persons

 

requesting approval has the experience, character, and general

 

fitness to operate the licensee in a lawful and proper manner and

 

that the public interest will not be jeopardized by the change of

 

control.

 

     (4) Subsection (1) does not apply to a public offering of

 

securities.

 

     Sec. 25. (1) A licensee or any person subject to this act

 

shall maintain all of the following records for at least 3 years:

 

     (a) A record of each payment instrument from the date it was

 

created.

 

     (b) A general ledger posted at least monthly containing all

 

asset, liability, capital, income, and expense accounts.

 

     (c) Bank statements and bank reconciliation records.

 

     (d) Records of outstanding payment instruments.

 

     (e) Records of each payment instrument paid within the 3-year

 

period.

 

     (f) A list of the last known names and addresses of all of the

 

licensee's authorized delegates.

 

     (g) Any other records the commissioner reasonably requires.

 

     (2) The records described in subsection (1) may be stored on

 

any tangible medium or in any electronic or other medium that is

 

immediately retrievable in perceivable form.

 

     (3) A licensee or other person may maintain the records


 

described in subsection (1) outside of this state if they are made

 

accessible to the commissioner.

 

     Sec. 26. (1) If a licensee or authorized delegate files a

 

suspicious activity report with an agency of the federal

 

government, the licensee or authorized delegate shall also, within

 

24 hours, file a copy of the suspicious activity report with the

 

department of state police.

 

     (2) A licensee or authorized delegate may file the suspicious

 

activity report with the department of state police under

 

subsection (1) in any manner allowed by federal law or regulation

 

or in any other manner acceptable to the department of state

 

police.

 

     (3) Except for a violation of 31 USC 5318(g), a licensee or

 

authorized delegate or a director, officer, employee, or agent of

 

the licensee or authorized delegate is not liable in any civil or

 

governmental action for filing a copy of a suspicious activity

 

report under this section or failing to notify a customer or any

 

other person of the filing.

 

     Sec. 27. (1) The commissioner, each former commissioner, and

 

each current and former deputy, agent, and employee of the agency

 

shall keep secret all facts and information obtained in the course

 

of their duties, unless that person is required under law to report

 

on, take official action concerning, or testify in any proceedings

 

regarding a licensee or the activities of a licensee.

 

     (2) This section does not apply to, and does not prohibit the

 

furnishing of information or documents to, any federal, foreign, or

 

out-of-state regulatory agency with jurisdiction over a licensee


 

and is not applicable to any disclosure made in the public interest

 

by the commissioner, at his or her discretion.

 

     Sec. 31. (1) A licensee shall maintain at all times

 

permissible investments that have a market value computed in

 

accordance with generally accepted accounting principles of not

 

less than the aggregate amount of all of its outstanding payment

 

instruments issued or sold and money transmitted by the licensee or

 

its authorized delegates.

 

     (2) The commissioner may limit the extent to which a type of

 

investment within a class of permissible investments is considered

 

a permissible investment by any licensee, except for money and

 

certificates of deposit issued by a depository financial

 

institution. The commissioner by order or declaratory ruling may

 

allow other types of investments that the commissioner determines

 

to have a safety substantially equivalent to other permissible

 

investments.

 

     (3) Even if commingled with other assets of a licensee,

 

permissible investments are held in trust for the benefit of the

 

purchasers and holders of the licensee's outstanding payment

 

instruments in the event of bankruptcy or receivership of the

 

licensee.

 

     (4) As used in this section, "permissible investments" means

 

the investments described in section 32 or allowed by the

 

commissioner under subsection (2).

 

     Sec. 32. (1) Except to the extent otherwise limited by the

 

commissioner under section 31(2), each of the following investments

 

is permissible under section 31:


 

     (a) Cash, a certificate of deposit, or a senior debt

 

obligation of a federally insured depository financial institution.

 

     (b) A banker's acceptance or bill of exchange that is eligible

 

for purchase upon endorsement by a member bank of the federal

 

reserve system and is eligible for purchase by a federal reserve

 

bank.

 

     (c) An investment bearing a rating of 1 of the 3 highest

 

grades as defined by a nationally recognized organization that

 

rates securities.

 

     (d) An investment security that is an obligation of the United

 

States or a department, agency, or instrumentality of the United

 

States; an investment in an obligation that is guaranteed fully as

 

to principal and interest by the United States; or an investment in

 

an obligation of a state or a governmental subdivision, agency, or

 

instrumentality of a state.

 

     (e) A receivable that is payable to a licensee from its

 

authorized delegate, in the ordinary course of business, pursuant

 

to contracts that are not past due or doubtful of collection, if

 

the aggregate amount of receivables under this subdivision does not

 

exceed 20% of the total permissible investments of a licensee and

 

the licensee does not hold at 1 time receivables under this

 

subdivision in any 1 person aggregating more than 10% of the

 

licensee's total permissible investments.

 

     (f) A share or a certificate issued by an open-end management

 

investment company that is registered with the United States

 

securities and exchange commission under the investment company act

 

of 1940, 15 USC 80a-1 to 80a-64, and whose portfolio is restricted


 

by the management company's investment policy to investments

 

specified in subdivisions (a) to (d).

 

     (2) Subject to subsection (3), the following investments are

 

permissible under section 31, but only to the extent specified:

 

     (a) An interest-bearing bill, note, bond, or debenture of a

 

person whose equity shares are traded on a national securities

 

exchange or on a national over-the-counter market, if the aggregate

 

of investments under this subdivision does not exceed 20% of the

 

total permissible investments of a licensee and the licensee does

 

not at 1 time hold investments under this subdivision in any 1

 

person aggregating more than 10% of the licensee's total

 

permissible investments.

 

     (b) A share of a person traded on a national securities

 

exchange or a national over-the-counter market or a share or a

 

certificate issued by an open-end management investment company

 

that is registered with the United States securities and exchange

 

commission under the investment company act of 1940, 15 USC 80a-1

 

to 80a-64, and whose portfolio is restricted by the management

 

company's investment policy to shares of a person traded on a

 

national securities exchange or a national over-the-counter market,

 

if the aggregate of investments under this subdivision does not

 

exceed 20% of the total permissible investments of a licensee and

 

the licensee does not at 1 time hold investments in any 1 person

 

aggregating more than 10% of the licensee's total permissible

 

investments.

 

     (c) A demand-borrowing agreement made to a corporation or a

 

subsidiary of a corporation whose securities are traded on a


 

national securities exchange, if the aggregate of the amount of

 

principal and interest outstanding under demand-borrowing

 

agreements under this subdivision does not exceed 20% of the total

 

permissible investments of a licensee and the licensee does not at

 

1 time hold principal and interest outstanding under demand-

 

borrowing agreements under this subdivision with any 1 person

 

aggregating more than 10% of the licensee's total permissible

 

investments.

 

     (d) Any other investment the commissioner designates by order

 

or declaratory ruling, to the extent specified by the commissioner.

 

     (3) The aggregate of investments under subsection (2) may not

 

exceed 50% of the total permissible investments of a licensee

 

calculated under section 31.

 

     Sec. 33. (1) An agreement between a licensee and an authorized

 

delegate shall be in writing and require the authorized delegate to

 

operate in compliance with this act and other applicable law. The

 

licensee shall furnish in writing to each authorized delegate

 

policies and procedures sufficient for compliance with this act and

 

other applicable law.

 

     (2) An authorized delegate shall remit all money owing to the

 

licensee in accordance with the terms of the agreement between the

 

licensee and the authorized delegate.

 

     (3) If a license is suspended or revoked, the commissioner

 

shall notify the licensee and order the licensee to send a notice

 

to its authorized delegates directing them to cease providing money

 

transmission services on behalf of the licensee, and the authorized

 

delegate shall immediately cease providing money transmission


 

services as an authorized delegate of the licensee.

 

     (4) An authorized delegate shall not provide money

 

transmission services outside the scope of activity permissible

 

under the agreement between the authorized delegate and the

 

licensee, except activity in which the authorized delegate is

 

otherwise authorized to engage. An authorized delegate of a

 

licensee holds all money received from providing money transmission

 

services, reduced by any fees owed to the authorized delegate by

 

the licensee, in escrow for the benefit of the licensee.

 

     (5) As used in this section, "remit" means to make direct

 

payments of money to a licensee or its representative authorized to

 

receive money or to deposit money in a depository financial

 

institution in an account specified by the licensee.

 

     Sec. 34. (1) An authorized delegate shall not make any

 

fraudulent or false statement or misrepresentation to a customer or

 

licensee or to the commissioner.

 

     (2) An authorized delegate shall perform money transmission

 

services lawfully and in accordance with the licensee's operating

 

policies and procedures provided to the authorized delegate.

 

     (3) All funds received by an authorized delegate from the sale

 

of a payment instrument, less fees, shall be held in escrow for the

 

licensee from the time the funds are received by the authorized

 

delegate until the time the funds are remitted to the licensee.

 

     (4) If an authorized delegate commingles any of the funds

 

received with any other funds or property owned or controlled by

 

the authorized delegate, all commingled funds and other property

 

are held in escrow for the licensee in an amount equal to the


 

amount of the funds due the licensee.

 

     (5) An authorized delegate shall report to the licensee the

 

theft or loss of a payment instrument within 24 hours after the

 

theft or loss.

 

     Sec. 41. (1) The commissioner may deny, suspend, not renew, or

 

revoke a license, place a licensee in receivership, or order a

 

licensee to revoke the designation of an authorized delegate if any

 

of the following occur:

 

     (a) The licensee violates this act, a rule promulgated under

 

this act, an order or declaratory ruling issued under this act, or

 

any applicable state or federal law.

 

     (b) The licensee does not grant access to its books and

 

records during the course of an examination or investigation by the

 

commissioner.

 

     (c) The licensee engages in fraud, intentional

 

misrepresentation, or gross negligence.

 

     (d) An authorized delegate of the licensee is convicted of a

 

violation of a state or federal anti-money-laundering statute or

 

violates a rule promulgated or an order or ruling issued under this

 

act, as a result of the licensee's knowing or willful misconduct.

 

     (e) The experience, character, or general fitness of the

 

licensee, authorized delegate, or control person indicates that it

 

is not in the public interest to permit the person to provide money

 

transmission services.

 

     (f) Subject to subsection (2), the licensee engages in an

 

unsafe or unsound practice.

 

     (g) The licensee fails to maintain the minimum net worth


 

required under section 13(1) or is insolvent, suspends payment of

 

its obligations, or makes a general assignment for the benefit of

 

its creditors.

 

     (h) The licensee does not remove an authorized delegate after

 

the commissioner issues and serves upon the licensee an order that

 

includes a finding that the authorized delegate has violated this

 

act.

 

     (2) In determining whether a licensee is engaging in an unsafe

 

or unsound practice, the commissioner may consider the size and

 

condition of the licensee's money transmission services business,

 

the magnitude of the loss, the gravity of the violation of this

 

act, the previous conduct of the person involved, and other factors

 

the commissioner considers relevant.

 

     Sec. 42. (1) A person that intentionally makes a false

 

statement, misrepresentation, or false certification in any record

 

or document filed or required to be maintained under this act or

 

that intentionally makes a false entry or omits a material entry in

 

a record is guilty of a felony punishable by imprisonment for not

 

more than 5 years or a fine of not more than $100,000.00, or both.

 

     (2) A person that engages in criminal fraud in the conduct of

 

its money transmission services business is guilty of a felony

 

punishable by imprisonment for not more than 5 years or a fine of

 

not more than $100,000.00, or both.

 

     (3) A person that knowingly engages in an activity for which a

 

license is required under this act, is not licensed under this act,

 

and receives more than $500.00 in compensation within a 30-day

 

period from that activity is guilty of a misdemeanor punishable by


 

imprisonment for not more than 93 days or a fine of not more than

 

$500.00, or both. A court shall order a person convicted of

 

violating subsection (1) or (2) to pay restitution as provided in

 

section 1a of chapter IX of the code of criminal procedure, 1927 PA

 

175, MCL 769.1a, and the crime victim's rights act, 1985 PA 87, MCL

 

780.751 to 780.834.

 

     Sec. 43. (1) After conducting an investigation or examination,

 

the commissioner may issue an order summarily suspending a license

 

under section 92 of the administrative procedures act of 1969, 1969

 

PA 306, MCL 24.292, based on an affidavit by a person familiar with

 

the facts set forth in the affidavit stating that, on information

 

and belief, an imminent threat of financial loss or imminent threat

 

to the public welfare exists.

 

     (2) If the commissioner issues a summary suspension order

 

under section 92 of the administrative procedures act of 1969, 1969

 

PA 306, MCL 24.292, an administrative law hearings examiner shall

 

grant a request to dissolve a summary suspension order unless the

 

examiner finds that an imminent threat of financial loss or

 

imminent threat to the public welfare exists that requires an

 

emergency action and continuation of the summary suspension order.

 

     (3) The record created at a hearing on a summary suspension is

 

part of the record of the complaint at any subsequent hearing in a

 

contested case.

 

     Sec. 44. (1) If in the opinion of the commissioner a licensee

 

is, has, or is about to engage in a practice that poses a threat of

 

financial loss or threat to the public welfare or is, has, or is

 

about to violate a law, rule, or order, the commissioner may issue


 

and serve on the licensee a cease and desist order under this

 

section.

 

     (2) A cease and desist order issued under this section shall

 

contain a statement of the facts constituting the alleged practice

 

or violation and shall fix a time and place for a hearing to

 

determine if the commissioner should issue an order to cease and

 

desist against the licensee.

 

     (3) A licensee may consent to issuance of a cease and desist

 

order under this section. A licensee also consents to the issuance

 

of the cease and desist order if the licensee or a duly authorized

 

representative of the licensee fails to appear at a hearing

 

described in subsection (2).

 

     (4) If a licensee consents under subsection (3), or if the

 

commissioner finds based on the record made at the hearing that the

 

practice or violation specified in the order is established, the

 

cease and desist order becomes final. The order may require the

 

licensee and its officers, directors, members, partners, trustees,

 

employees, agents, or control persons to cease and desist from the

 

practice or violation and to take affirmative action to correct the

 

conditions resulting from the practice or violation.

 

     (5) Except as provided in subsection (6) or to the extent it

 

is stayed, modified, terminated, or set aside by the commissioner

 

or a court, a cease and desist order is effective on the date of

 

service.

 

     (6) A cease and desist order issued with a licensee's consent

 

is effective at the time specified in the order and remains

 

effective and enforceable as provided in the order.


 

     Sec. 45. The commissioner may promulgate rules under the

 

administrative procedures act of 1969, 1969 PA 306, MCL 24.201 to

 

24.328, that he or she considers necessary to implement and enforce

 

this act.

 

     Sec. 46. The commissioner may assess a civil fine against a

 

person that violates this act, a rule promulgated or an order or

 

ruling issued by the commissioner under this act, or any other

 

applicable state or federal law in an amount that does not exceed

 

$10,000.00 per day for each day the violation continues, plus this

 

state's costs and expenses for the investigation and prosecution of

 

the matter, including reasonable attorney fees.

 

     Sec. 47. (1) If in the opinion of the commissioner a person

 

has engaged in fraud or has been convicted of a criminal violation

 

involving money laundering, the commissioner may serve upon that

 

person a written notice of intention to prohibit that person from

 

being employed by, an agent of, or a control person of a licensee

 

under this act, or a licensee or registrant under a financial

 

licensing act. As used in this subsection, "fraud" includes

 

actionable fraud, actual or constructive fraud, criminal fraud,

 

extrinsic or intrinsic fraud, fraud in the execution, in the

 

inducement, in fact, or in law, or any other form of fraud.

 

     (2) A notice issued under subsection (1) shall contain a

 

statement of the facts supporting the prohibition and, except as

 

provided under subsection (7), set a time and date for a hearing,

 

within 60 days after the date of the notice. If the person does not

 

appear at the hearing, he or she consents to the issuance of an

 

order in accordance with the notice.


 

     (3) If, after a hearing held under subsection (2), the

 

commissioner finds that any of the grounds specified in the notice

 

have been established, the commissioner may issue an order of

 

suspension or prohibition from being a licensee or registrant or

 

from being employed by, an agent of, or a control person of any

 

licensee under this act or a licensee or registrant under any

 

financial licensing act.

 

     (4) An order issued under subsection (2) or (3) is effective

 

when served on the person subject to the order. The commissioner

 

shall also serve a copy of the order upon the licensee of which the

 

person is an employee, agent, or control person. The order remains

 

in effect until it is stayed, modified, terminated, or set aside by

 

the commissioner or a reviewing court.

 

     (5) After 5 years from the date of an order issued under

 

subsection (2) or (3), the person subject to the order may apply to

 

the commissioner to terminate the order.

 

     (6) If the commissioner considers that a person served a

 

notice under subsection (1) poses an imminent threat of financial

 

loss to purchasers of payment instruments from a licensee, the

 

commissioner may serve upon the person an order of suspension from

 

being employed by, an agent of, or a control person of any

 

licensee. The suspension is effective on the date the order is

 

issued and, unless stayed by a court, remains in effect pending the

 

completion of a review as provided under this section and until the

 

commissioner has dismissed the charges specified in the order.

 

     (7) Unless otherwise agreed to by the commissioner and the

 

person served with an order issued under subsection (6), the


 

commissioner shall hold the hearing required under subsection (2)

 

to review a suspension not earlier than 5 days or later than 20

 

days after the date of the notice.

 

     (8) If a person is convicted of a felony involving fraud,

 

dishonesty, breach of trust, or money laundering, the commissioner

 

may issue an order suspending or prohibiting that person from being

 

a licensee and from being employed by, an agent of, or a control

 

person of any licensee under this act or a licensee or registrant

 

under a financial licensing act. After 5 years from the date of the

 

order, the person subject to the order may apply to the

 

commissioner to terminate the order.

 

     (9) The commissioner shall mail a copy of any notice or order

 

issued under this section to the licensee of which the person

 

subject to the notice or order is an employee, agent, or control

 

person.

 

     Enacting section 1.  The sale of checks act, 1960 PA 136, MCL

 

487.901 to 487.916, is repealed effective January 1, 2007.

 

     Enacting section 2.  This act takes effect 90 days after the

 

date it is enacted.