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92nd General Assembly

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Public Act 92-0811

HB4409 Enrolled                                LRB9212762BDdv

    AN ACT concerning financial institutions.

    Be it enacted by the People of  the  State  of  Illinois,
represented in the General Assembly:

    Section  5.  The  Metropolitan  Transit  Authority Act is
amended by changing Section 25 as follows:

    (70 ILCS 3605/25) (from Ch. 111 2/3, par. 325)
    Sec. 25. All funds deposited  by  the  treasurer  in  any
bank,  savings bank, or savings and loan association shall be
placed in the name of the Authority and shall be withdrawn or
paid out only by check or draft upon the bank, savings  bank,
or  savings  and loan association, signed by the treasurer or
an assistant treasurer and countersigned by the  chairman  of
the  Board  or  a  vice-chairman  of the Board. The Board may
designate any of its members or any officer  or  employee  of
the  Authority  to  affix  the  signature of the chairman and
another to affix the signature of the treasurer to any  check
or draft for payment of salaries or wages and for the payment
of any other obligation of not more than $2500.00.
    No  bank,  savings  bank, or savings and loan association
shall receive public funds  as  permitted  by  this  Section,
unless  it  has  complied  with  the requirements established
pursuant  to  Section  6  of  "An  Act  relating  to  certain
investments of public funds  by  public  agencies",  approved
July 23, 1943, as now or hereafter amended.
(Source: P.A. 83-541.)

    Section  10.  The  Illinois  Banking  Act  is  amended by
changing Sections 5, 18, 46, and 48.4 as follows:

    (205 ILCS 5/5) (from Ch. 17, par. 311)
    Sec. 5.  General  corporate  powers.   A  bank  organized
under  this  Act  or subject hereto shall be a body corporate
and politic and shall, without specific  mention  thereof  in
the  charter,  have  all the powers conferred by this Act and
the following additional general corporate powers:
    (1)  To sue and be sued,  complain,  and  defend  in  its
corporate name.
    (2)  To  have  a  corporate seal, which may be altered at
pleasure, and to use the same by causing it  or  a  facsimile
thereof   to  be  impressed  or  affixed  or  in  any  manner
reproduced, provided that the affixing of a corporate seal to
an instrument shall not give the instrument additional  force
or effect, or change the construction thereof, and the use of
a corporate seal is not mandatory.
    (3)  To  make,  alter,  amend,  and  repeal  bylaws,  not
inconsistent   with   its   charter  or  with  law,  for  the
administration of the affairs of the bank. If this  Act  does
not   provide  specific  guidance  in  matters  of  corporate
governance, the provisions of the Business Corporation Act of
1983 may be used if so provided in the bylaws.
    (4)  To elect or appoint and remove officers  and  agents
of   the   bank   and  define  their  duties  and  fix  their
compensation.
    (5)  To  adopt  and  operate  reasonable   bonus   plans,
profit-sharing  plans, stock-bonus plans, stock-option plans,
pension plans and similar incentive plans for its  directors,
officers and employees.
    (5.1)  To  manage,  operate and administer a fund for the
investment of funds by a public agency or agencies, including
any unit of local  government  or  school  district,  or  any
person.   The  fund  for  a public agency shall invest in the
same  type  of  investments  and  be  subject  to  the   same
limitations provided for the investment of public funds.  The
fund  for  public  agencies  shall maintain a separate ledger
showing the amount of investment for each  public  agency  in
the  fund. "Public funds" and "public agency" as used in this
Section shall have the meanings ascribed to them in Section 1
of the Public Funds Investment Act.
    (6)  To make reasonable donations for the public  welfare
or  for  charitable,  scientific,  religious  or  educational
purposes.
    (7)  To  borrow or incur an obligation; and to pledge its
assets:
         (a)  to secure its borrowings, its lease of personal
    or real property or its other nondeposit obligations;
         (b)  to enable it to act as agent for  the  sale  of
    obligations of the United States;
         (c)  to  secure  deposits  of  public  money  of the
    United States, whenever  required  by  the  laws  of  the
    United   States,  including  without  being  limited  to,
    revenues and funds the deposit of which is subject to the
    control or regulation of the United States or any of  its
    officers, agents, or employees and Postal Savings funds;
         (d)  to secure deposits of public money of any state
    or  of  any  political corporation or subdivision thereof
    including, without being limited to, revenues  and  funds
    the  deposit  of  which  is  subject  to  the  control or
    regulation of any state or of any  political  corporation
    or  subdivisions  thereof  or  of  any of their officers,
    agents, or employees;
         (e)  to secure deposits of money  whenever  required
    by the National Bankruptcy Act;
         (f)  (blank); and
         (g)  to  secure  trust  funds  commingled  with  the
    bank's  funds,  whether  deposited  by  the  bank  or  an
    affiliate  of  the  bank,  pursuant to Section 2-8 of the
    Corporate Fiduciary Act.
    (8)  To own, possess, and carry as assets all or part  of
the  real estate necessary in or with which to do its banking
business, either directly or indirectly through the ownership
of all or part of the capital stock, shares or  interests  in
any  corporation,  association,  trust engaged in holding any
part or parts or all of the bank premises,  engaged  in  such
business  and  in  conducting  a safe deposit business in the
premises or part of them, or engaged in any activity that the
bank is permitted to conduct  in  a  subsidiary  pursuant  to
paragraph (12) of this Section 5.
    (9)  To  own,  possess,  and  carry  as assets other real
estate to which it may obtain title in the collection of  its
debts  or  that  was  formerly  used  as  a  part of the bank
premises, but title to  any  real  estate  except  as  herein
permitted  shall not be retained by the bank, either directly
or by or through a subsidiary,  as  permitted  by  subsection
(12) of this Section for a total period of more than 10 years
after acquiring title, either directly or indirectly.
    (10)  To  do any act, including the acquisition of stock,
necessary to  obtain  insurance  of  its  deposits,  or  part
thereof, and any act necessary to obtain a guaranty, in whole
or  in part, of any of its loans or investments by the United
States or any agency thereof, and any act necessary  to  sell
or  otherwise  dispose  of any of its loans or investments to
the United States or any agency thereof, and to  acquire  and
hold membership in the Federal Reserve System.
    (11)  Notwithstanding any other provisions of this Act or
any  other  law, to do any act and to own, possess, and carry
as assets property of the character, including stock, that is
at the time authorized or permitted to national banks  by  an
Act  of  Congress, but subject always to the same limitations
and restrictions as are applicable to national banks  by  the
pertinent federal law and subject to applicable provisions of
the Financial Institutions Insurance Sales Law.
    (12)  To  own,  possess, and carry as assets stock of one
or more corporations that is, or are, engaged in one or  more
of the following businesses:
         (a)  holding   title  to  and  administering  assets
    acquired as a result of the collection or liquidating  of
    loans, investments, or discounts; or
         (b)  holding  title  to  and  administering personal
    property acquired by the  bank,  directly  or  indirectly
    through  a  subsidiary,  for  the  purpose  of leasing to
    others, provided the lease or leases and  the  investment
    of  the  bank,  directly or through a subsidiary, in that
    personal property otherwise comply with Section  35.1  of
    this Act; or
         (c)  carrying   on   or  administering  any  of  the
    activities excepting  the  receipt  of  deposits  or  the
    payment  of  checks  or  other  orders for the payment of
    money in which a bank  may  engage  in  carrying  on  its
    general banking business; provided, however, that nothing
    contained in this paragraph (c) shall be deemed to permit
    a  bank organized under this Act or subject hereto to do,
    either directly or indirectly through any subsidiary, any
    act, including the making of any loan or  investment,  or
    to  own, possess, or carry as assets any property that if
    done by or owned, possessed, or carried by the State bank
    would be in violation of or prohibited by  any  provision
    of this Act.
    The provisions of this subsection (12) shall not apply to
and  shall  not be deemed to limit the powers of a State bank
with respect to the ownership, possession,  and  carrying  of
stock  that  a  State  bank  is permitted to own, possess, or
carry under this Act.
    Any bank intending to establish a subsidiary  under  this
subsection (12) shall give written notice to the Commissioner
60  days prior to the subsidiary's commencing of business or,
as the case may be, prior to acquiring stock in a corporation
that has already commenced  business.   After  receiving  the
notice,  the  Commissioner may waive or reduce the balance of
the 60 day notice period.  The Commissioner may  specify  the
form  of  the notice and may promulgate rules and regulations
to administer this subsection (12).
    (13)  To  accept  for  payment  at  a  future  date   not
exceeding  one year from the date of acceptance, drafts drawn
upon it by its customers; and to issue,  advise,  or  confirm
letters  of  credit  authorizing  the holders thereof to draw
drafts upon it or its correspondents.
    (14)  To own and lease personal property acquired by  the
bank  at  the  request  of  a prospective lessee and upon the
agreement of that  person  to  lease  the  personal  property
provided  that the lease, the agreement with respect thereto,
and the amount of the investment of the bank in the  property
comply with Section 35.1 of this Act.
    (15) (a)  To  establish  and maintain, in addition to the
    main banking  premises,  branches  offering  any  banking
    services  permitted  at  the  main  banking premises of a
    State bank.
         (b)  To establish and maintain, after May 31,  1997,
    branches  in  another state that may conduct any activity
    in that state that is authorized  or  permitted  for  any
    bank  that  has  a  banking charter issued by that state,
    subject to the same limitations and restrictions that are
    applicable to banks chartered by that state.
    (16)  (Blank).
    (17)  To establish and maintain terminals, as  authorized
by the Electronic Fund Transfer Act.
    (18)  To  establish and maintain temporary service booths
at any  International  Fair  held  in  this  State  which  is
approved by the United States Department of Commerce, for the
duration  of  the  international fair for the sole purpose of
providing a convenient place for foreign trade  customers  at
the  fair  to  exchange  their  home countries' currency into
United States currency or the converse. This power shall  not
be  construed  as  establishing  a  new  place  or  change of
location for the bank providing the service booth.
    (19)  To indemnify its  officers,  directors,  employees,
and agents, as authorized for corporations under Section 8.75
of the Business Corporation Act of 1983.
    (20)  To  own,  possess, and carry as assets stock of, or
be or become a member of, any  corporation,  mutual  company,
association,  trust,  or  other entity formed exclusively for
the purpose of providing directors' and  officers'  liability
and bankers' blanket bond insurance or reinsurance to and for
the  benefit  of the stockholders, members, or beneficiaries,
or their assets or businesses, or their officers,  directors,
employees,  or  agents,  and not to or for the benefit of any
other person or entity or the public generally.
    (21)  To make debt or equity investments in  corporations
or  projects,  whether for profit or not for profit, designed
to promote the development of the community and its  welfare,
provided  that  the  aggregate  investment  in  all  of these
corporations and in all of these projects does not exceed 10%
of the unimpaired capital and unimpaired surplus of the  bank
and   provided  that  this  limitation  shall  not  apply  to
creditworthy loans by  the  bank  to  those  corporations  or
projects.   Upon  written  application to the Commissioner, a
bank may make an investment that would, when aggregated  with
all  other  such  investments,  exceed  10% of the unimpaired
capital and unimpaired surplus of the bank. The  Commissioner
may  approve the investment if he is of the opinion and finds
that the proposed investment will not have a material adverse
effect on the safety and soundness of the bank.
    (22)  To own, possess, and carry as assets the stock of a
corporation engaged in the ownership or operation of a travel
agency or to operate  a  travel  agency  as  a  part  of  its
business.
    (23)  With respect to affiliate facilities:
         (a)  to  conduct  at affiliate facilities for and on
    behalf of another commonly owned bank, if  so  authorized
    by  the  other bank, all transactions that the other bank
    is authorized or permitted to perform; and
         (b)  to authorize a commonly owned bank  to  conduct
    for  and  on  behalf  of it any of the transactions it is
    authorized  or  permitted  to  perform  at  one  or  more
    affiliate facilities.
    Any bank intending to conduct or to authorize a  commonly
owned  bank  to  conduct  at an affiliate facility any of the
transactions specified in  this  paragraph  (23)  shall  give
written  notice  to  the Commissioner at least 30 days before
any such transaction is conducted at the affiliate facility.
    (24)  To act as the agent for any fire,  life,  or  other
insurance  company  authorized  by  the State of Illinois, by
soliciting and selling insurance and collecting  premiums  on
policies  issued by such company; and to receive for services
so rendered such fees or commissions as may  be  agreed  upon
between  the  bank and the insurance company for which it may
act as agent; provided, however, that no such bank  shall  in
any  case  assume  or guarantee the payment of any premium on
insurance  policies  issued  through  its   agency   by   its
principal;  and  provided  further,  that  the bank shall not
guarantee the truth of any statement made by  an  assured  in
filing his application for insurance.
    (25)  Notwithstanding any other provisions of this Act or
any other law, to offer any product or service that is at the
time   authorized   or   permitted  to  any  insured  savings
association or out-of-state bank by applicable law,  provided
that powers conferred only by this subsection (25):
         (a)  shall always be subject to the same limitations
    and  restrictions  that  are  applicable  to  the insured
    savings association or out-of-state bank for the  product
    or service by such applicable law;
         (b)  shall  be  subject  to applicable provisions of
    the Financial Institutions Insurance Sales Law;
         (c)  shall not include the right to own or conduct a
    real estate brokerage business for which a license  would
    be required under the laws of this State; and
         (d)  shall   not   be   construed   to  include  the
    establishment or maintenance of a branch, nor shall  they
    be construed to limit the establishment or maintenance of
    a branch pursuant to subsection (11).
    Not  less  than  30  days before engaging in any activity
under the authority of this subsection, a bank shall  provide
written notice to the Commissioner of its intent to engage in
the activity.  The notice shall indicate the specific federal
or  state  law,  rule, regulation, or interpretation the bank
intends to use as authority to engage in the activity.
(Source: P.A. 91-330, eff.  7-29-99;  91-849,  eff.  6-22-00;
92-483, eff. 8-23-01.)

    (205 ILCS 5/18) (from Ch. 17, par. 325)
    Sec. 18.  Change in control.
    (a)  Before  a  change  may  occur  in  the  ownership of
outstanding stock of any State  bank,  whether  by  sale  and
purchase,  gift,  bequest or inheritance, or any other means,
including the acquisition of stock of the State bank  by  any
bank  holding  company,   which  will  result in control or a
change in the control of the bank or before a change  in  the
control   of   a   holding  company  having  control  of  the
outstanding stock  of  a  State  bank  whether  by  sale  and
purchase,  gift,  bequest or inheritance, or any other means,
including the acquisition of stock of such holding company by
any other bank holding company, which will result in  control
or  a  change  in  control of the bank or holding company, or
before  a  transfer  of  substantially  all  the  assets   or
liabilities  of  the State bank, the Commissioner shall be of
the opinion and find:
         (1)  that  the   general   character   of   proposed
    management   or   of  the  person  desiring  to  purchase
    substantially all the assets or to  assume  substantially
    all  the  liabilities of the State bank, after the change
    in control, is such as to assure  reasonable  promise  of
    successful, safe and sound operation;
         (1.1)  that   depositors'   interests  will  not  be
    jeopardized  by  the  purchase  or  assumption  and  that
    adequate provision has been made for all  liabilities  as
    required  for a voluntary liquidation under Section 68 of
    this Act;
         (2)  that  the  future  earnings  prospects  of  the
    person desiring to purchase substantially all  assets  or
    to  assume substantially all the liabilities of the State
    bank,  after  the  proposed  change   in   control,   are
    favorable;
         (3)  that  any  prior  involvement  by  the  persons
    proposing  to  obtain  control, to purchase substantially
    all the  assets,  or  to  assume  substantially  all  the
    liabilities   of  the  State  bank  or  by  the  proposed
    management   personnel   with   any    other    financial
    institution, whether as stockholder, director, officer or
    customer, was conducted in a safe and sound manner; and
         (4)  that if the acquisition is being made by a bank
    holding  company, the acquisition is authorized under the
    Illinois Bank Holding Company Act of 1957.
    (b)  Persons desiring to purchase control of an  existing
state  bank,  to purchase substantially all the assets, or to
assume substantially all the liabilities of  the  State  bank
shall, prior to that purchase, submit to the Commissioner:
         (1)  a statement of financial worth;
         (2)  satisfactory    evidence    that    any   prior
    involvement by the persons and  the  proposed  management
    personnel  with  any other financial institution, whether
    as  stockholder,  director,  officer  or  customer,   was
    conducted in a safe and sound manner; and
         (3)  such   other   relevant   information   as  the
    Commissioner may request  to  substantiate  the  findings
    under subsection (a) of this Section.
    A   person   who   has   submitted   information  to  the
Commissioner pursuant to  this  subsection  (b)  is  under  a
continuing  obligation until the Commissioner takes action on
the application to immediately supplement that information if
there are any material changes in the information  previously
furnished  or  if  there  are  any  material  changes  in any
circumstances that may affect the Commissioner's opinion  and
findings.  In addition, a person submitting information under
this  subsection  shall  notify  the Commissioner of the date
when the change in control is finally effected.
    The Commissioner may impose such terms and conditions  on
the approval of the change in control application as he deems
necessary or appropriate.
    If  an  applicant,  whose  application  for  a  change in
control has been approved pursuant to subsection (a) of  this
Section,  fails  to  effect  the change in control within 180
days after the  date  of  the  Commissioner's  approval,  the
Commissioner  shall revoke that approval unless a request has
been submitted,  in  writing,  to  the  Commissioner  for  an
extension and the request has been approved.
    (b-1)  Any  person  who  obtains ownership of stock of an
existing State bank  or  stock  of  a  holding  company  that
controls the State bank by gift, bequest, or inheritance such
that  ownership  of the stock would constitute control of the
State bank or holding company may obtain title and  ownership
of  the  stock, but may not exercise management or control of
the business and affairs of the  bank  or  vote  his  or  her
shares  so  as  to  exercise management or control unless and
until the Commissioner approves an application for the change
of control as provided in subsection (b) of this Section.
    (c)  Whenever  a  state  bank  makes  a  loan  or  loans,
secured, or to be secured, by 25% or more of the  outstanding
stock of a state bank, the president or other chief executive
officer  of  the lending bank shall promptly report such fact
to the Commissioner upon obtaining knowledge of such loan  or
loans,  except  that  no  report  need be made in those cases
where the borrower has been the owner of record of the  stock
for  a  period of one year or more, or the stock is that of a
newly organized bank prior to its opening.
    (d)  The reports required by subsections (b) and  (c)  of
this  Section  18, other than those relating to a transfer of
assets  or  assumption  of  liabilities,  shall  contain  the
following information to the extent that it is known  by  the
person  making the report: (1) the number of shares involved;
(2) the names of the sellers (or transferors); (3) the  names
of  the  purchasers  (or  transferees);  (4) the names of the
beneficial owners if the shares  are  registered  in  another
name:  (5)  the  purchase price, if applicable; (6) the total
number of shares owned by the sellers (or  transferors),  the
purchasers  (or  transferees)  and the beneficial owners both
immediately before and after the transaction; and, (7) in the
case of a loan, the name of the borrower, the amount  of  the
loan,  the  name  of  the bank issuing the stock securing the
loan and the number of shares securing the loan.  In addition
to the foregoing,  such  reports  shall  contain  such  other
information  which is requested by the Commissioner to inform
the Commissioner  of  the  effect  of  the  transaction  upon
control of the bank whose stock is involved.
    (d-1)  The  reports  required  by  subsection (b) of this
Section 18 that relate to purchase of assets  and  assumption
of liabilities shall contain the following information to the
extent that it is known by the person making the report:  (1)
the value, amount, and description of the assets transferred;
(2)  the  amount,  type, and to whom each type of liabilities
are owed; (3) the names of the purchasers  (or  transferees);
(4)  the  names  of  the beneficial owners if the shares of a
purchaser or transferee are registered in another  name;  (5)
the  purchase price, if applicable; and, (6) in the case of a
loan obtained to effect a purchase, the name of the borrower,
the amount and terms of the loan, and the description of  the
assets  securing  the  loan.   In  addition to the foregoing,
these reports shall contain any  other  information  that  is
requested  by  the Commissioner to inform the Commissioner of
the effect of the transaction upon the bank from which assets
are purchased or liabilities are transferred.
    (e)  Whenever such a change as  described  in  subsection
(a)  of  this Section 18 occurs, each state bank shall report
promptly to the Commissioner any changes  or  replacement  of
its  chief  executive officer or of any director occurring in
the next 12 month period, including in its report a statement
of  the  past   and   current   business   and   professional
affiliations of the new chief executive officer or directors.
    (f)  (Blank).
    (g) (1)  Except  as  otherwise expressly provided in this
    subsection (g), the Commissioners shall  not  approve  an
    application  for a change in control if upon consummation
    of the change in control the  persons  applying  for  the
    change  in  control,  including  any  affiliates  of  the
    persons  applying, would control 30% or more of the total
    amount of deposits which are located  in  this  State  at
    insured  depository  institutions.  For  purposes of this
    subsection   (g),   the   words    "insured    depository
    institution"  shall mean State banks, national banks, and
    insured  savings  associations.  For  purposes  of   this
    subsection  (g),  the  word  "deposits"  shall  have  the
    meaning  ascribed  to  that  word  in Section 3(1) of the
    Federal Deposit  Insurance  Act.  For  purposes  of  this
    subsection  (g),  the  total amount of deposits which are
    considered  to  be  located  in  this  State  at  insured
    depository  institutions  shall  equal  the  sum  of  all
    deposits held at the main banking premises  and  branches
    in  the State of Illinois of State banks, national banks,
    or insured savings associations.  For  purposes  of  this
    subsection  (g),  the  word  "affiliates"  shall have the
    meaning ascribed to that word in  Section  35.2  of  this
    Act.
         (2)  Notwithstanding  the  provisions  of subsection
    (g)(1) of this Section, the Commissioner may  approve  an
    application for a change in control for a bank that is in
    default   or  in  danger  of  default.  Except  in  those
    instances in which an application for a change in control
    is for a bank that is in default or in danger of default,
    the Commissioner may not  approve  a  change  in  control
    which does not meet the requirements of subsection (g)(1)
    of  this  Section.  The  Commissioner  may  not waive the
    provisions of subsection (g)(1) of this Section,  whether
    pursuant  to  Section  3(d)  of  the federal Bank Holding
    Company Act of 1956  or  Section  44(d)  of  the  Federal
    Deposit  Insurance  Act,  except as expressly provided in
    this subsection (g)(2).
    (h)  As used in this Section, the  term  "control"  means
the  power,  directly or indirectly, to direct the management
or policies of the bank  or  to  vote  25%  or  more  of  the
outstanding stock of the bank. the  ownership  of such amount
of stock or ability to direct the voting of such stock as to,
directly  or  indirectly,  give  power to direct or cause the
direction of the management  or  policies  of  the  bank.   A
change  in ownership of  stock that would result in direct or
indirect ownership by a stockholder, an affiliated  group  of
stockholders, or a holding company of  less  than  10% of the
outstanding  stock  shall  not  be  considered  a  change  in
control.  A change in ownership of stock that would result in
direct  or indirect ownership by a stockholder, an affiliated
group of stockholders, or a holding company of  20%  or  such
lesser  amount  that  would  entitle  the  holder by applying
cumulative voting to elect one director shall be presumed  to
constitute  a  change of control for purposes of this Section
18.  If there is any question as to whether a change  in  the
ownership  or  control of the outstanding stock is sufficient
to result in obtaining  control thereof or to effect a change
in the control  application  should  be  filed  thereof,  the
question shall be resolved in favor of filing the application
with reporting the facts to the Commissioner.
    As  used  in this Section, "substantially all" the assets
or liabilities of a State bank  means  that  portion  of  the
assets  or  liabilities  of  a  State  bank  such  that their
purchase or transfer will materially impair  the  ability  of
the  State  bank  to  continue  successful,  safe,  and sound
operations or to continue as a going concern or  would  cause
the bank to lose its federal deposit insurance.
    As  used  in this Section, "purchase" includes a transfer
by gift, bequest, inheritance, or any other means.
(Source: P.A. 92-483, eff. 8-23-01.)

    (205 ILCS 5/46) (from Ch. 17, par. 357)
    Sec.  46.  Misleading  practices  and  names  prohibited;
penalty.
    (a)  No person, firm, partnership, or corporation that is
not a bank shall transact business in this State in a  manner
which  has  a substantial likelihood of misleading the public
by implying that the business is a bank,  or  shall  use  the
word  "bank",  "banker",  or "banking" in connection with the
business.  Any  person,  firm,  partnership  or   corporation
violating  this  Section  shall be deemed guilty of a Class A
misdemeanor, and the Attorney General or State's Attorney  of
the  county  in  which any such violation occurs may restrain
such violation by a complaint for injunctive relief.
    (b)  If the Commissioner is of the opinion and finds that
a person, firm, partnership, or corporation  that  is  not  a
bank  has  transacted or intends to transact business in this
State in a manner  which  has  a  substantial  likelihood  of
misleading  the  public  by  implying  that the business is a
bank, or  has  used  or  intends  to  use  the  word  "bank",
"banker",  or "banking" in connection with the business, then
the Commissioner may direct that person,  firm,  partnership,
or  corporation  to  cease  and  desist  from transacting the
business or using the word "bank",  "banker",  or  "banking".
If that person, firm, partnership, or corporation persists in
transacting  the business or using the word "bank", "banker",
or "banking",  then  the  Commissioner  may  impose  a  civil
penalty  of  up to $10,000 for each violation.  Each day that
the  person,  firm,  partnership,  or  corporation  continues
transacting the business or using the word "bank",  "banker",
or "banking" in connection with the business shall constitute
a separate violation of these provisions.
    (c)  A  person, firm, partnership, or corporation that is
not a bank, and is not transacting or intending  to  transact
business  in  this  State  in a manner that has a substantial
likelihood of misleading the public  by  implying  that  such
business  is  a  bank,  may  apply  to  the  Commissioner for
permission to use the word "bank", "banker", or "banking"  in
connection with the business.  If the Commissioner determines
that  there  is  no  substantial likelihood of misleading the
public, and upon such  conditions  as  the  Commissioner  may
impose   to   prevent   the  person,  firm,  partnership,  or
corporation from holding itself out in a  misleading  manner,
then  such  person, firm, partnership, or corporation may use
the word "bank", "banker", or "banking".
         (d) (1)  Unless  otherwise  expressly  permitted  by
    law, no person, firm, partnership, or corporation may use
    the name of an  existing  bank,  or  a  name  deceptively
    similar to that of an existing bank, when marketing to or
    soliciting   business   from   customers  or  prospective
    customers if the reference to the existing bank  is  made
    (i)  without the consent of the existing bank and (ii) in
    a manner that could cause a reasonable person to  believe
    that  the  marketing  material or solicitation originated
    from or is endorsed by the  existing  bank  or  that  the
    existing  bank  is  in  any other way responsible for the
    marketing material or solicitation.
         (1.5)  Unless otherwise expressly permitted by  law,
    no  person,  firm,  partnership, or corporation may use a
    name similar to that of an existing bank  when  marketing
    to  or  soliciting business from customers or prospective
    customers if the similar name is used in  a  manner  that
    could  cause  a  reasonable  person  to  believe that the
    marketing material or solicitation originated from or  is
    endorsed  by  the existing bank or that the existing bank
    is  in  any  other  way  responsible  for  the  marketing
    material or solicitation.
         (2)  An existing bank may, in addition to any  other
    remedies  available  under  the  law,  report  an alleged
    violation of this subsection (d) to the Commissioner.  If
    the  Commissioner  finds  the   marketing   material   or
    solicitation  in  question  to  be  in  violation of this
    subsection, the Commissioner may direct the person, firm,
    partnership, or corporation  to  cease  and  desist  from
    using   that   marketing   material  or  solicitation  in
    Illinois.   If  that  person,   firm,   partnership,   or
    corporation persists in the use of the marketing material
    or solicitation, then the Commissioner may impose a civil
    penalty  of  up  to  $10,000  for  each  violation.  Each
    instance in which the marketing material or  solicitation
    is  sent  to  a  customer  or  prospective customer shall
    constitute a separate violation of these provisions.  The
    Commissioner  is  authorized  to  promulgate   rules   to
    administer these provisions.
         (3)  (Blank) Nothing    in   this   subsection   (d)
    prohibits the use of or  reference  to  the  name  of  an
    existing  bank  in  marketing materials or solicitations,
    provided that the use or reference would not  deceive  or
    confuse   a   reasonable  person  regarding  whether  the
    marketing material or solicitation originated from or was
    endorsed by the existing bank  or  whether  the  existing
    bank  was  in any other way responsible for the marketing
    material or solicitation.  The Commissioner is authorized
    to promulgate rules to administer these provisions.
(Source: P.A. 92-476, eff. 8-23-01.)

    (205 ILCS 5/48.4)
    Sec.  48.4.   Administrative  liens  for  past-due  child
support.  Any bank governed by this  Act  shall  encumber  or
surrender  accounts  or  assets held by the bank on behalf of
any responsible relative who is subject to  a  child  support
lien,  upon  notice  of  the  lien  or  levy  of the Illinois
Department of Public Aid or its successor agency pursuant  to
Section  10-25.5  of  the  Illinois  Public Aid Code, or upon
notice of interstate lien or  levy  from  any  other  state's
agency   responsible   for  implementing  the  child  support
enforcement program set forth in Title  IV,  Part  D  of  the
Social Security Act.
(Source: P.A. 90-18, eff. 7-1-97; 90-655, eff. 7-30-98.)

    Section 15.  The Illinois Savings and Loan Act of 1985 is
amended by changing Section 1-6d as follows:
    (205 ILCS 105/1-6d)
    Sec.  1-6d.   Administrative  liens  for  past-due  child
support.  Any association governed by this Act shall encumber
or  surrender  accounts  or assets held by the association on
behalf of any responsible relative who is subject to a  child
support lien, upon notice of the lien or levy of the Illinois
Department  of Public Aid or its successor agency pursuant to
Section 10-25.5 of the Illinois  Public  Aid  Code,  or  upon
notice  of  interstate  lien  or  levy from any other state's
agency  responsible  for  implementing  the   child   support
enforcement  program  set  forth  in  Title IV, Part D of the
Social Security Act.
(Source: P.A. 90-18, eff. 7-1-97.)

    Section 20.  The Savings Bank Act is amended by  changing
Sections 7007 and 8015 as follows:

    (205 ILCS 205/7007)
    Sec.  7007.   Administrative  liens  for  past-due  child
support.   Any  savings  bank  governed  by  this  Act  shall
encumber  or surrender accounts or assets held by the savings
bank on behalf of any responsible relative who is subject  to
a  child support lien, upon notice of the lien or levy of the
Illinois Department of Public Aid  or  its  successor  agency
pursuant  to Section 10-25.5 of the Illinois Public Aid Code,
or upon notice of interstate lien  or  levy  from  any  other
state's agency responsible for implementing the child support
enforcement  program  set  forth  in  Title IV, Part D of the
Social Security Act.
(Source: P.A. 90-18, eff. 7-1-97.)

    (205 ILCS 205/8015) (from Ch. 17, par. 7308-15)
    Sec. 8015.  Change in control.
    (a)  Any person, whether acting directly or indirectly or
through or in concert with one or more  persons,  shall  give
the  Commissioner 60 days written notice of intent to acquire
control of a savings bank or savings bank affiliate operating
under this Act.  The Commissioner shall promulgate  rules  to
implement  this provision including definitions, application,
procedures, standards for approval or disapproval.
    (b)  The Commissioner may examine the books  and  records
of any person giving notice of intent to acquire control of a
savings bank operating under this Act.
    (c)  The   Commissioner  may  approve  or  disapprove  an
application for change  of  control.   In  either  case,  the
decision  must  be issued within 30 days of the filing of the
initial application or the date of receipt of any  additional
information  requested  by the Commissioner that is necessary
for his decision to  be  made.  The  request  for  additional
information  must be made within 20 days of the filing of the
initial application.
(Source: P.A. 92-483, eff. 8-23-01.)

    Section 25.  The Consumer Deposit Account Act is  amended
by adding Section 3.5 as follows:

    (205 ILCS 605/3.5 new)
    Sec.   3.5.  Notification   to  consumer  of  invalidated
routing  number.   At  least  30  days  before  a   financial
institution  invalidates  a  routing  number  on  a  consumer
deposit  account,  whether  as a result of a merger, purchase
and acquisition, or other transaction, the institution  shall
send  a  notice  to  each  affected  consumer deposit account
holder advising the holder of the invalidation and the effect
it will have on the account.  The notice shall  include,  but
shall  not be limited to, the following information: the date
on which the routing number  will  no  longer  be  effective;
procedures   necessary   to   ensure  that  electronic  funds
transfers,   including   direct   deposits,   are   processed
correctly; and information  on  ordering  new  checks,  debit
cards, and similar items.

    Section  30.  The Electronic Fund Transfer Act is amended
by changing Sections 20 and 45 as follows:

    (205 ILCS 616/20)
    Sec.  20.   Powers  and  duties  of  Commissioner.    The
Commissioner shall have the following powers and duties:
    (1)  to  promulgate  reasonable  rules in accordance with
the   Illinois   Administrative   Procedure   Act   for   the
administration of this Act;
    (2)  to issue orders for the enforcement of this Act  and
any rule promulgated under this Act;
    (3)  to   appoint  hearing  officers  or  arbitrators  to
exercise any delegated powers;
    (4)  to  subpoena  witnesses,  compel  their  attendance,
administer oaths, examine any person under oath, and  require
the  production  of any relevant books, papers, accounts, and
documents in the course of and pursuant to any  investigation
conducted or action taken by the Commissioner; and
    (5)  to conduct hearings.; and
    (6)  to  arbitrate disputes as provided in subsection (c)
of Section 45 of this Act.
(Source: P.A. 89-310, eff. 1-1-96.)

    (205 ILCS 616/45)
    Sec. 45.  Nondiscriminatory access.
    (a)  Subject to the provisions of Section 35 of this Act,
use of a terminal through access to a switch and use  of  any
switch shall be available on a nondiscriminatory basis to any
switch  or financial institution that has its principal place
of business within this State.  The terms and  conditions  of
use  shall  be  governed  by  a written agreement between the
network  and  the  financial  institution  or  other   switch
obtaining  the  use.  The written agreement shall specify all
of the terms and conditions under which the  network  may  be
utilized, including commercially reasonable fees and charges.
In  case  of  a  dispute  under  the  terms  of  the  written
agreement,  the  parties  shall  be  deemed to have agreed to
accept  the  Commissioner  as  final  arbitrator  unless  the
aggrieved party seeks court action.
    (b)  The use and operation of each terminal served  by  a
switch  shall  be governed by a written agreement between the
network  and  the  person  establishing  the  terminal.   The
written agreement shall specify all the terms and  conditions
under  which  the  network  provides service to the terminal,
including commercially reasonable fees and charges.  In  case
of  a  dispute  under the terms of the written agreement, the
parties  shall  be  deemed  to  have  agreed  to  accept  the
Commissioner as final arbitrator unless the  aggrieved  party
seeks court action.
    (c)  (Blank). The  Commissioner  shall  have the power to
arbitrate disputes arising under (1) contracts, in accordance
with  the  terms  of  those  contracts,  governing  the  use,
operation, and access to switches and terminals, and (2)  the
use,  operation,  and  access to switches and terminals.  Any
decision  by  the  Commissioner  in   connection   with   any
arbitration shall be determined only after an opportunity for
a hearing and shall be subject to judicial review pursuant to
the provisions of the Administrative Review Law and the rules
adopted  pursuant  to  that  Law. Anything to the contrary in
this Act notwithstanding, any right  of  arbitration  granted
under  this  Act  is  subject to the right of either party to
seek court action.
(Source: P.A. 89-310, eff. 1-1-96.)
    Section 35.  The Corporate Fiduciary Act  is  amended  by
changing Sections 3-2, 4A-15, and 5-2 as follows:

    (205 ILCS 620/3-2) (from Ch. 17, par. 1553-2)
    Sec. 3-2.  Change in control.
    (a)  Before  a  change  may  occur  in  the  ownership of
outstanding  stock  or  membership  interests  of  any  trust
company whether  by  sale  and  purchase,  gift,  bequest  or
inheritance, or any other means, which will result in control
or  a  change in the control of the trust company or before a
change in the control of a holding company having control  of
the  outstanding  stock  or  membership  interests of a trust
company whether  by  sale  and  purchase,  gift,  bequest  or
inheritance, or any other means, which will result in control
or  a  change  in  control  of  the  trust company or holding
company, the Commissioner shall be of the opinion and find:
         (1)  that the  general  character  of  its  proposed
    management,  after  the  change in control, is such as to
    assure reasonable promise of competent, successful,  safe
    and sound operation;
         (2)  that  the  future earnings prospects, after the
    proposed change in control, are favorable; and
         (3)  that the prior business affairs of the  persons
    proposing to obtain control or by the proposed management
    personnel,  whether  as  stockholder,  director,  member,
    officer,  or  customer,  were conducted in a safe, sound,
    and lawful manner.
    (b)  Persons desiring to purchase control of an  existing
trust  company and persons obtaining control by gift, bequest
or inheritance, or  any  other  means  shall  submit  to  the
Commissioner:
         (1)  a statement of financial worth; and
         (2)  satisfactory  evidence  that the prior business
    affairs  of  the  persons  and  the  proposed  management
    personnel, whether as stockholder, director, officer,  or
    customer,  were  conducted  in  a safe, sound, and lawful
    manner.
    (c)  Whenever a bank makes a loan or loans,  secured,  or
to  be  secured, by 25% or more of the outstanding stock of a
trust company, the president or other chief executive officer
of the lending bank shall promptly report such  fact  to  the
Commissioner  upon obtaining knowledge of such loan or loans,
except that no report need be made in those cases  where  the
borrower  has  been  the  owner  of record of the stock for a
period of one year or  more,  or  the  stock  is  that  of  a
newly-organized trust company prior to its opening.
    (d) (1)  Before  a  purchase  of  substantially  all  the
assets and an assumption of substantially all the liabilities
of  a trust company or before a purchase of substantially all
the trust assets and an assumption of substantially  all  the
trust  liabilities of a trust company, the Commissioner shall
be of the opinion and find:
         (i)  that the general character  of  the  acquirer's
    proposed  management,  after  the transfer, is such as to
    assure reasonable promise of competent, successful, safe,
    and sound operation;
         (ii)  that the acquirer's future earnings prospects,
    after the proposed transfer, are favorable;
         (iii)  that any prior involvement by the acquirer or
    by  the  proposed  management   personnel,   whether   as
    stockholder,  director,  officer, agent, or customer, was
    conducted in a safe, sound, and lawful manner;
         (iv)  that  customers'   interests   will   not   be
    jeopardized by the purchase and assumption; and
         (v)  that  adequate  provision has been made for all
    obligations and trusts as required under Section  7-1  of
    this Act.
    (2)  Persons  desiring  to purchase substantially all the
assets and assume substantially  all  the  liabilities  of  a
trust  company  or  to  purchase  substantially all the trust
assets and assume substantially all the trust liabilities  of
a trust company shall submit to the Commissioner:
         (i)  a statement of financial worth; and
         (ii)  satisfactory  evidence that the prior business
    affairs  of  the  persons  and  the  proposed  management
    personnel, whether as stockholder, director, officer,  or
    customer,  were  conducted  in  a safe, sound, and lawful
    manner.
    (e)  The reports required by  subsections  (a),(b),  (c),
and  (d)  of  this  Section  3-2  shall contain the following
information to the extent that it  is  known  by  the  person
making the report: (1) the number of shares involved; (2) the
names  of  the sellers (or transferors); (3) the names of the
purchasers (or transferees); (4) the names of the  beneficial
owners  if the shares are registered in another name; (5) the
purchase price; (6) the total number of shares owned  by  the
sellers (or transferors), the purchasers (or transferees) and
the  beneficial  owners both immediately before and after the
transaction; and, (7) in the case of a loan, the name of  the
borrower,  the  amount of the loan, and the name of the trust
company issuing the stock securing the loan and the number of
shares securing the loan.  In addition to the foregoing, such
reports shall  contain  such  other  information  as  may  be
available  and  which  is  requested  by  the Commissioner to
inform the Commissioner of the effect of the transaction upon
the trust company or trust companies whose  stock  or  assets
and liabilities are involved.
    (f)  Whenever  such  a  change as described in subsection
(a) of this Section 3-2  occurs,  each  trust  company  shall
report   promptly   to   the   Commissioner  any  changes  or
replacement of its chief executive officer or of any director
occurring in the next  12  month  period,  including  in  its
report  a  statement  of  the  past  and current business and
professional affiliations of the new chief executive  officer
or directors.
    (g)  The provisions of this Section do not apply when the
change   in   control   is   the   result  of  organizational
restructuring under a holding company.
    (h)  As  used  in this Section, the term "control"  means
the  power,  directly or indirectly, to direct the management
or policies of the trust company or to vote 25%  or  more  of
the outstanding stock of the trust company. ownership of such
amount  of stock or membership interests or ability to direct
the voting of such stock or  membership   interests   as  to,
directly  or  indirectly,  give  power to direct or cause the
direction of  the   management  or   policies  of  the  trust
company.  A change in ownership of stock that would result in
direct  or  indirect ownership by a stockholder or member, an
affiliated group of stockholders or  members,  or  a  holding
company   of  less  than  10%  of  the  outstanding  stock or
membership interests shall not be  considered  a   change  of
control.   A  change  in  ownership  of  stock  or membership
interests that would result in direct or indirect   ownership
by   a   stockholder   or  member,  an  affiliated  group  of
stockholders or members, or a holding company of 20% or  such
lesser  amount  which  would  entitle  the holder by applying
cumulative voting to elect one director shall be presumed  to
constitute  a change of control for purposes of this Section.
If there is any question  as  to  whether  a  change  in  the
ownership  or  control of the outstanding stock or membership
interests  is  sufficient  to  result  in  obtaining  control
thereof or to effect a  change  in  the  control  application
should  be  filed  thereof, the question shall be resolved in
favor of filing the application with reporting the  facts  to
the Commissioner.
    As   used   in   this   Section,  "substantially all" the
assets  or  liabilities  or  the  trust   assets   or   trust
liabilities  of  a trust company means that portion such that
their transfer will materially  impair  the  ability  of  the
trust   company  to  continue  successful,  safe,  and  sound
operations or to continue as a going concern.
(Source: P.A. 92-483, eff. 8-23-01.)

    (205 ILCS 620/4A-15)
    Sec.    4A-15.  Representative    offices.    A   foreign
corporation not conducting fiduciary activities may establish
a representative office under the Foreign Bank Representative
Office Act.  At these offices, the  foreign  corporation  may
market  and  solicit fiduciary services and provide back bank
office   and   administrative   support   to   the    foreign
corporation's  fiduciary activities, but it may not engage in
fiduciary activities.
(Source: P.A. 92-483, eff. 8-23-01.)

    (205 ILCS 620/5-2) (from Ch. 17, par. 1555-2)
    Sec. 5-2.  Examinations of corporate fiduciaries.
    (a)  The Commissioner, no less frequently than 18  months
following  the  preceding  examination,  and  whenever in his
judgment it is necessary or expedient,  either personally  or
by  one  or  more  competent  persons appointed by him, shall
visit and examine every corporate fiduciary in this State and
may, to the extent  the  Commissioner  determines  necessary,
examine    the   affairs   of   the   corporate   fiduciary's
subsidiaries, affiliates, parent  companies  and  contractual
service  providers  for  fiduciary  services of the corporate
fiduciary  as  shall  be  necessary  to  fully  disclose  the
condition of such subsidiaries, affiliates, parent  companies
and  contractual  service  providers and the relation between
the corporate fiduciary and  such  subsidiaries,  affiliates,
parent  companies  and  contractual service providers and the
effect of such relations upon the affairs of  such  corporate
fiduciary.    Instead   of   the   Commissioner   making  the
examination provided  by  this  subsection  or  appointing  a
competent  person to do so, the Commissioner may accept on an
alternating basis  the  examination  made  by  the  corporate
fiduciary's  appropriate  federal regulatory agency, provided
the appropriate federal regulatory agency has  made  such  an
examination.   Fiduciary  services  shall include, but not be
limited to, clerical, accounting,  bookkeeping,  statistical,
data  processing,  safekeeping  or  similar  functions  for a
corporate fiduciary.
    (b)  The  Commissioner  and  every  such   examiner   may
administer  an oath to any person whose testimony is required
on any  such  examination,  and  compel  the  appearance  and
attendance of any such person for the purpose of examination,
by  summons,  subpoena  or  attachment,  in  the  manner  now
authorized  in  respect  to  the  attendance  of  persons  as
witnesses  in  the  circuit  court;  and all books and papers
which are necessary to be examined  by  the  Commissioner  or
examiner so appointed shall be produced, and their production
may be compelled in like manner.
    (c)  The  expense  of every examination, if any, shall be
paid by the corporate fiduciary examined, in such  amount  as
the Commissioner certifies to be just and reasonable.
    (d)  On  every  examination,  inquiry shall be made as to
the  condition  and  resources  of  the  corporate  fiduciary
generally, the mode of conducting and managing  its  affairs,
the  action  of its directors or trustees, the investments of
its funds, the safety and prudence  of  its  management,  the
security  afforded to those by whom its engagements are held,
and whether the requirements of its charter and of  the  laws
have been complied with in the administration of its affairs.
The  nature  and  condition of the assets in or investment of
any bonus, pension, or profit sharing plan  for  officers  or
employees  of  a  corporate  fiduciary  shall be deemed to be
included in the affairs of that corporate  fiduciary  subject
to examination by the Commissioner.
    (e)  Whenever   any  corporate  fiduciary  causes  to  be
performed, by contract or otherwise, any  fiduciary  services
for itself, whether on or off its premises:
         (1)  such    performance   shall   be   subject   to
    examination by the Commissioner to the same extent as  if
    the  services  were  being  performed  by  the  corporate
    fiduciary itself on its own premises; and
         (2)  the   corporate   fiduciary  shall  notify  the
    Commissioner   of   the   existence   of   the    service
    relationship.    Such  notification  shall  be  submitted
    within 30 days after the making of such service contract,
    or the  performance  of  the  service,  whichever  occurs
    first.   The  Commissioner  shall  be  notified  of  each
    subsequent contract in the same manner.
    For  purposes of this subsection (e), the term "fiduciary
services" shall include such services as the computation  and
posting   of   interest   and   other  credits  and  charges;
preparation and mailing of checks,  statements,  notices  and
similar items; clerical, bookkeeping, accounting, statistical
or  similar  functions;  and  any  other  function  which the
corporate fiduciary, in the ordinary course of its  business,
could have performed itself.
    Any  report  of  examination pursuant to this Section and
any copies thereof shall be the property of the Commissioner,
confidential  and   may   only   be   disclosed   under   the
circumstances  set  forth  in  Section  48.3  of the Illinois
Banking Act, as now or hereafter amended.
(Source: P.A. 89-364, eff. 8-18-95; 90-301, eff. 8-1-97.)

    Section 99.  Effective date.  This Act takes effect  upon
becoming law.
    Passed in the General Assembly May 30, 2002.
    Approved August 21, 2002.
    Effective August 21, 2002.

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