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Office of the Comptroller of the Currency

Board of Governors of the Federal Reserve System

Joint Release Federal Deposit Insurance Corporation

Office of Thrift Supervision



NR 2001-44

For Immediate Release May 11, 2001





Agencies Remind Bankers of Risks

Associated with Reliance on Brokered and Rate-Sensitive Deposits



The federal bank and thrift regulatory agencies today issued an advisory on the risks of

brokered and other rate-sensitive deposits. The agencies warn that excessive reliance on these

types of funding products without proper risk management safeguards has the potential to

weaken an institution’s financial condition.



Deposit brokers have traditionally provided intermediary services for financial

institutions and investors. Today, however, the Internet and other automated service providers

enable investors who focus on yield to easily identify high-yielding deposit sources. Customers

who focus exclusively on yield can be a less stable source of funding than typical relationship

deposit customers. If market conditions change, these customers may rapidly transfer funds

elsewhere in a manner similar to that of wholesale investors.



Financial institutions that make use of significant amounts of brokered and rate-sensitive

deposits should ensure that proper risk management practices are in place. Among the practices

cited in the advisory are control structures to limit concentrations in this type of funding, due

diligence in assessing deposit brokers and the risk to earnings and capital, and management

information systems that identify non-relationship or higher cost funding sources that can be

monitored and managed.



The advisory lists potential red flags that may indicate the need for closer supervisory

review, including newly chartered institutions with an aggressive growth strategy and few

relationship deposits, high on- or off-balance sheet growth rates, and inadequate systems or

controls.





###







Media Contacts:

OCC: Bob Garsson (202) 874-5770

Federal Reserve: Dave Skidmore (202) 452-2955

FDIC: David Barr (202) 898-6992

OTS: Sa m Eskenazi (202) 906-6677



Related Links:



- Advisory Letter 2001-5

- Joint Agency Advisory



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