Gensler lifts his skirt and reveals…a horrifying look at the CFTC’s vision of the extraterritorial application of Dodd-Frank…

Gensler spilled the beans on extraterritoriality during his keynote speech to the annual FINRA conference today…  In his own words:

There is further work to be done on the CFTC cross-border release, but the key elements of the staff recommendations are likely to include:

  • First, when a foreign entity transacts in more than a de minimis level of U.S. facing swap dealing activity, the entity would register under the CFTC’s recently completed swap dealer registration rules.
  • Second, the release will address what it means to be a U.S. facing transaction.  I believe this must include transactions not only with persons or entities operating in the United States, but also with their overseas branches. In the midst of a default or a crisis, there is no satisfactory way to really separate the risk of a bank and its branches.   Likewise, I believe this must include transactions with overseas affiliates that are guaranteed by a U.S. entity, as well as the overseas affiliates operating as conduits for a U.S. entity’s swap activity.
  • Third, based on input the Commission has received from market participants, the staff recommendations will include a tiered approach for requirements for overseas swap dealers.  Some requirements would be considered entity-level, such as for capital, risk management and recordkeeping.  Some requirements would be considered transaction-level, such as clearing, margin, real-time public reporting, trade execution and sales practices.
  • Fourth, such entity-level requirements would apply to all registered swap dealers, but in certain circumstances, overseas swap dealers could comply with these requirements through substituted compliance.
  • Fifth, such transaction-level requirements would apply to all U.S. facing transactions, but for certain transactions between an overseas swap dealer (including a foreign swap dealer that is an affiliate of a U.S. person) and counterparties not guaranteed by or operating as conduits for U.S. entities, Dodd-Frank may not apply.  For example, this would be the case for a transaction between a foreign swap dealer and a foreign insurance company not guaranteed by a U.S. person.

For the full text of the speech click here . . . and may God (or whatever you believe in or don’t believe in) have mercy on us all, as it doesn’t appear the CFTC will…

 

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