Understanding Covered Subsidiary [Banks & Banking]: Key Legal Insights

Definition & Meaning

A covered subsidiary refers to a type of company that is part of a larger financial organization, known as a covered financial company. However, it specifically excludes certain entities, including:

  • Insured depository institutions, such as banks that are insured by the Federal Deposit Insurance Corporation (FDIC).
  • Insurance companies.
  • Covered brokers or dealers, which are firms that engage in buying and selling securities.

This term is primarily used in the context of financial regulation and oversight, particularly under the Dodd-Frank Wall Street Reform and Consumer Protection Act.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A large financial conglomerate has multiple subsidiaries, including a bank, an insurance company, and a securities firm. The securities firm is classified as a covered subsidiary because it is not an insured depository institution or an insurance company.

Example 2: A hypothetical situation where a financial company has a subsidiary that provides financial advisory services. This subsidiary would be considered a covered subsidiary under the definition, as it does not fall into the excluded categories.

Comparison with related terms

Term Definition
Covered financial company A financial institution that has been designated as systemically important and is subject to additional regulatory requirements.
Insured depository institution A bank or savings institution that is insured by the FDIC, providing deposit insurance to protect depositors.
Covered broker or dealer A firm that is registered with the Securities and Exchange Commission (SEC) and engages in the buying and selling of securities.

What to do if this term applies to you

If you are involved with a covered subsidiary, it is important to understand the regulatory requirements that apply. You may want to:

  • Consult with a legal professional to ensure compliance with relevant laws.
  • Explore US Legal Forms for templates that can help manage documentation and compliance processes.
  • Stay informed about changes in financial regulations that may impact your operations.

Quick facts

Attribute Details
Definition A subsidiary of a covered financial company, excluding certain entities.
Relevant Law Dodd-Frank Wall Street Reform and Consumer Protection Act
Excluded Entities Insured depository institutions, insurance companies, covered brokers or dealers

Key takeaways

Frequently asked questions

A covered subsidiary is a subsidiary of a covered financial company that does not fall under specific excluded categories such as banks or insurance companies.