85R6063 TSR-F By: Burrows H.B. No. 3233 A BILL TO BE ENTITLED AN ACT relating to the regulation of money services businesses. BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: SECTION 1. Section 151.002(b), Finance Code, is amended by adding Subdivision (20-a) to read as follows: (20-a) "Tangible net worth" means the total value of all assets, minus any liabilities and intangible assets. SECTION 2. Section 151.003, Finance Code, as amended by Chapters 1000 (H.B. 483) and 75 (S.B. 899), Acts of the 84th Legislature, Regular Session, 2015, is reenacted and amended to read as follows: Sec. 151.003. EXCLUSIONS. Subject to Subchapter J, the following persons are not required to be licensed under this chapter: (1) the United States or an instrumentality of the United States, including the United States Post Office or a contractor acting on behalf of the United States Post Office; (2) a state or an agency, political subdivision, or other instrumentality of a state; (3) a federally insured financial institution, as that term is defined by Section 201.101, that is organized under the laws of this state, another state, or the United States; (4) a foreign bank branch or agency in the United States established under the federal International Banking Act of 1978 (12 U.S.C. Section 3101 et seq.); (5) a person acting as an agent for an entity excluded under Subdivision (3) or (4), to the extent of the person's actions in that capacity, provided that: (A) the entity is liable for satisfying the money services obligation owed to the purchaser on the person's receipt of the purchaser's money; and (B) the entity and person enter into a written contract that appoints the person as the entity's agent and the person acts only within the scope of authority conferred by the contract; (6) a person that, on behalf of the United States or a department, agency, or instrumentality of the United States, or a state or county, city, or any other governmental agency or political subdivision of a state, provides electronic funds transfer services of governmental benefits for a federal, state, county, or local governmental agency; (7) a person that acts as an intermediary on behalf of and at the direction of a license holder in the process by which the license holder, after receiving money or monetary value from a purchaser, either directly or through an authorized delegate, transmits the money or monetary value to the purchaser's designated recipient, provided that the license holder is liable for satisfying the obligation owed to the purchaser; (8) an attorney or title company that in connection with a real property transaction receives and disburses domestic currency or issues an escrow or trust fund check only on behalf of a party to the transaction; (9) a person engaged in the business of currency transportation who is both a registered motor carrier under Chapter 643, Transportation Code, and a licensed armored car company or courier company under Chapter 1702, Occupations Code, provided that the person: (A) only transports currency [from a person to]: (i) from a person to the same person at another location; [or] (ii) from a person to a financial institution to be deposited in an account belonging to the same person; or (iii) to a person from a financial institution after being withdrawn from an account belonging to the same person; and (B) does not otherwise engage in the money transmission or currency exchange business or depository agent services business without a license issued under this chapter; (9-a) a trust company, as defined by Section 187.001(a), that is organized under the laws of this state; and (10) any other person, transaction, or class of persons or transactions exempted by commission rule or any other person or transaction exempted by the commissioner's order on a finding that the licensing of the person is not necessary to achieve the purposes of this chapter. SECTION 3. The heading to Section 151.2031, Finance Code, is amended to read as follows: Sec. 151.2031. USE OF NATIONWIDE MULTISTATE [MORTGAGE] LICENSING SYSTEM AND REGISTRY. SECTION 4. Sections 151.2031(a) and (b), Finance Code, are amended to read as follows: (a) In this section, "Nationwide Multistate [Mortgage] Licensing System and Registry" or "nationwide registry" means a licensing system developed and maintained by the Conference of State Bank Supervisors or an affiliated organization to manage mortgage licenses and other financial services licenses, or a successor registry. (b) The commissioner may require that a person submit through the Nationwide Multistate [Mortgage] Licensing System and Registry in the form and manner prescribed by the commissioner and acceptable to the registry any information or document or payment of a fee required to be submitted under this chapter or rules adopted under this chapter. SECTION 5. Section 151.302(c), Finance Code, is amended to read as follows: (c) On application and a finding that the exemption is in the public interest, the commissioner may exempt a person that: (1) incidentally engages in the money transmission business only to the extent reasonable and necessary to accomplish a primary business objective unrelated to the money transmission business; (2) does not advertise or offer money transmission services to the public except to the extent reasonable and necessary to fairly advertise or offer the person's primary business services; and (3) [either transmits money exclusively in connection with commercial contracts in interstate commerce or does not charge a fee to transmit money or] transmits money without a fee as an inducement for customer participation in the person's primary business. SECTION 6. Section 151.304(b), Finance Code, is amended to read as follows: (b) At the time an application for a money transmission license is submitted, an applicant must file with the department: (1) an application fee in the amount established by commission rule; (2) audited financial statements that are satisfactory to the commissioner for purposes of determining whether the applicant has the minimum net worth required under Section 151.307 and is likely to maintain the required minimum net worth if a license is issued; and (3) security [in the amount of $300,000,] that meets the requirements of Section 151.308, and an undertaking or agreement that the applicant will increase or supplement the security to equal the aggregate security required by the commissioner under that section before the issuance of the license and the start of operations. SECTION 7. Section 151.307, Finance Code, is amended by amending Subsection (a) and adding Subsection (c) to read as follows: (a) An applicant for a money transmission license must possess, and a money transmission license holder must maintain at all times, a minimum net worth computed in accordance with generally accepted accounting principles of: (1) $100,000, if business is proposed to be or is conducted, directly or through an authorized delegate, at four or fewer locations; or (2) $500,000, if business is proposed to be or is conducted, directly or through an authorized delegate, at five or more locations or over the Internet. (c) At least 50 percent of the applicant's or license holder's total net worth under this section must be tangible net worth. SECTION 8. Section 151.308, Finance Code, is amended by amending Subsection (b) and adding Subsections (b-1) and (b-2) to read as follows: (b) The amount of the required security is the greater of $300,000 or an amount equal to one percent of the license holder's total yearly dollar volume of money transmission business in this state or the applicant's projected total volume of business in this state for the first year of licensure, up to a maximum of $2 million. (b-1) The commissioner may increase the amount of security required of an applicant who intends to provide, or a license holder who is providing, third-party bill payments in conjunction with loan acceleration services, up to a total amount of $2 million, by multiplying the amount of security required by a factor of up to two, if the commissioner determines, with respect to the applicant or license holder, that a higher amount of the required security is necessary to achieve the purposes of this chapter based on the factors listed under Section 151.307(b). (b-2) When the amount of the required security exceeds $1 million, the applicant or license holder may, in the alternative, provide security in the amount of $1 million, plus a dollar for dollar increase in the net worth of the applicant or license holder over the amount required under Section 151.307, up to a total amount of $2 million. SECTION 9. Section 151.702, Finance Code, is amended to read as follows: Sec. 151.702. CEASE AND DESIST ORDER FOR UNLICENSED PERSONS. (a) If the commissioner has reason to believe that an unlicensed person has engaged or is likely to engage in an activity for which a license is required under this chapter, the commissioner may order the person to cease and desist from the violation until the person is issued a license under this chapter. The commissioner's order is subject to Section 151.709, unless the order is issued as an emergency order. The commissioner may issue an emergency cease and desist order in accordance with Section 151.710 if the commissioner finds that the person's violation or likely violation threatens immediate and irreparable harm to the public. (b) A cease and desist order under this section may require the unlicensed person to take affirmative action to correct any condition resulting from or contributing to the action or violation, including the payment of restitution to each resident of this state damaged by the violation. SECTION 10. The heading to Section 151.705, Finance Code, is amended to read as follows: Sec. 151.705. CEASE AND DESIST ORDERS FOR LICENSE HOLDERS OR AUTHORIZED DELEGATES. SECTION 11. Section 151.705(b), Finance Code, is amended to read as follows: (b) A cease and desist order may require a license holder or authorized delegate to cease and desist from the action or violation and [or] to take affirmative action to correct any condition resulting from or contributing to the action or violation, including the payment of restitution to each resident of this state damaged by the violation, and the requirements of the order may apply to a principal or responsible person of the license holder or authorized delegate. SECTION 12. Section 151.707(d), Finance Code, is amended to read as follows: (d) In determining the amount of the penalty, the commissioner shall consider factors that include the seriousness of the violation, the person's compliance history, and the person's good faith in attempting to comply with this chapter, provided that if the person is found to have demonstrated wilful disregard under Subsection (a)(4), the trier of fact may [shall] recommend that the commissioner impose the maximum administrative penalty permitted under Subsection (c). SECTION 13. (a) Sections 151.302, 151.304, 151.307, and 151.308, Finance Code, as amended by this Act, apply only to an application for a money transmission license submitted on or after the effective date of this Act. An application for a license submitted before the effective date of this Act is governed by the law in effect on the date the application was submitted, and the former law is continued in effect for that purpose. (b) Not later than September 1, 2022, a person holding a money transmission license on September 1, 2017, shall comply with the net worth requirements of Section 151.307, Finance Code, as amended by this Act. On written application and for good cause shown, the banking commissioner of Texas may extend the period for compliance under this section for the money transmission license holder. (c) Not later than July 1, 2018, a person holding a money transmission license on September 1, 2017, shall comply with the security requirements of Section 151.308, Finance Code, as amended by this Act. (d) Sections 151.702, 151.705, and 151.707, Finance Code, as amended by this Act, apply only to a violation that occurs on or after the effective date of this Act. A violation that occurs before that date is governed by the law in effect immediately before the effective date of this Act, and that law is continued in effect for that purpose. SECTION 14. This Act takes effect September 1, 2017.