Singapore legislation

Regulation 34

of Securities and Futures (Licensing and Conduct of Business) Regulations

Regulation 34

Mortgage of customer’s assets

Amended byS 667/2018 wef 08/10/2018

Subregulation 1

Despite regulations 26 and 27 and subject to paragraphs (2), (3) and (4) and any agreement between the holder of a capital markets services licence and its customer, where the holder is owed money by its customer, the holder may mortgage, charge, pledge or hypothecate the customer’s assets but only for a sum not exceeding the amount owed by the customer to the holder.

Subregulation 2

The holder of a capital markets services licence must, before mortgaging, charging, pledging or hypothecating a retail customer’s assets —

(a)

inform the retail customer that the holder may mortgage, charge, pledge or hypothecate the retail customer’s assets but only for a sum not exceeding the amount owed by the customer to the holder;

(b)

explain to the retail customer the risks of mortgaging, charging, pledging or hypothecating the retail customer’s assets; and

(c)

obtain the retail customer’s written consent to mortgage, charge, pledge or hypothecate the retail customer’s assets.

Subregulation 3

For the purposes of paragraph (1), a sum for which a customer’s assets are mortgaged, charged, pledged or hypothecated does not exceed the amount owed by the customer to the holder by reason only of an excess arising on any day through the reduction of the amount owed by the customer to the holder on that day, if the holder pays or transfers to the mortgagee, chargee or pledgee concerned money or assets of an amount sufficient to reduce such excess as promptly as practicable after the excess occurs and, in any event, no later than the next business day.

Subregulation 4

Amended byS 667/2018 wef 08/10/2018

The holder of a capital markets services licence may mortgage, charge, pledge or hypothecate the assets of multiple customers together if and only if —

(a)

the sum of the claims to which such customers’ assets are subject as a result of such mortgage, charge, pledge or hypothecation does not exceed the aggregate amounts owed by the customers to the holder; and

(b)

the claim to which each customer’s assets are subject as a result of such mortgage, charge, pledge or hypothecation does not exceed the amount owed by the customer to the holder.