What is a Financial Subsidiary? A Comprehensive Legal Overview

Definition & meaning

A financial subsidiary is a company that is controlled by one or more insured depository institutions, such as banks. However, it does not include subsidiaries that only engage in activities permissible for the state member bank to conduct directly, or those specifically authorized by federal law to be controlled by the bank. Additionally, any company that is directly or indirectly controlled by a financial subsidiary is also considered a financial subsidiary.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A state member bank establishes a subsidiary that offers investment services, which is permitted under federal law. This subsidiary is classified as a financial subsidiary.

Example 2: A bank creates a subsidiary to manage its real estate investments. If this activity is not directly allowed for the bank, the subsidiary would qualify as a financial subsidiary. (hypothetical example)

Comparison with related terms

Term Definition Difference
Subsidiary A company controlled by another company. Financial subsidiaries are specifically related to financial institutions and their regulatory framework.
Insured depository institution A bank or savings association that is insured by the FDIC. Financial subsidiaries are controlled by these institutions but have distinct operational guidelines.

What to do if this term applies to you

If you are involved with a financial subsidiary or are considering establishing one, it is crucial to understand the regulatory requirements. Users can explore US Legal Forms for ready-to-use legal templates that can assist in compliance and documentation. If your situation is complex, consulting a legal professional is advisable to ensure compliance with all applicable laws.

Quick facts

  • Controlled by insured depository institutions.
  • Must comply with specific federal regulations.
  • Excludes certain types of subsidiaries.

Key takeaways

FAQs

A financial subsidiary is a company controlled by one or more insured depository institutions, with specific regulatory guidelines.