The Future Role of Securities Regulation

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Shared by: Walter Junior
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5/27/2009
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Confidence The Future Role of Securities  Regulation in Europe • Confidence is still severely shaken: how to rebuild it? • Approaches – Negative: putting blame, but all got it wrong – Positive: what to do to mend the system • No unique remedy, but multiple efforts – Emergency measures v. repairing the system London, 28th April 2009 Eddy WYMEERSCH CHAIRMAN CESR SIFMA, 28 April 2009 2 Restoring Confidence • Government refinancing and bank rescue schemes: – What is the best method? • How to avoid more disruption? future costs • Effects on competition? State aid regime • Inflation ? • How to maintain sufficient financing of our economies v. deleveraging? • How to wind down state ownership? Weaknesses in the Present System • • • • • • • • Weak risk management Too much leverage in general Too much profit driven: prop trading Risk enhancing remuneration Pro-cyclical accounting rules Liquidity provision Opacity in the markets An incoherent regulatory and supervisory system SIFMA, 28 April 2009 3 SIFMA, 28 April 2009 4 Weaknesses in the securities markets Restoring the investors’ confidence • The investor has not been sufficiently protected • Opacity in the markets and in the products: shadow banking • Build up of risks in the derivative esp. CDS market: documentation, transfer methods, price disclosure • Valuation is a core issue • Micro and macro to be better integrated – Is the disclosure regime effective? – Professional investor v. retail: does it hold? – Misselling and conflicts of interest – Valuation : what can not be valued, should not be sold to the public SIFMA, 28 April 2009 5 SIFMA, 28 April 2009 6 Limit confidence risks Weakness in the EU pattern • What to do to avoid confidence risks – Intensify fraud detection: Madoff, Stanford a.o. – Market organisation to mitigate systemic risk • More transparency in all markets esp.OTC • Derivative markets: more standardisation, transparency • Legal Certainty Group: one legal regime • Post-trade information to be made available • CCP for continuous netting of positions • More STP in all sectors • Reduce settlement time: why T +3 SIFMA, 28 April 2009 7 • Some harmonisation by directives but still considerable differences – differences in investor protection – differences in disclosure – regulatory arbitrage • Home host system has not delivered: too much reliance on non binding cooperation • Cooperation is weak: see short selling emergency rules SIFMA, 28 April 2009 8 Introduce a credible system of Regulation and Supervision • The present system has proved its limits – Based on national competences: bottom up – Coordination by mutual recognition, home-host arrangements and cooperation • Double supervision, or gaps in the system – Fiscal support: no effective agreement on “burden sharing” is major weakness and prevents effective solutions – Regulatory competition leads to weakening the system, the protection of investors, and market confidence – Tax competition – Has proved unsatisfactory: home-host system has not worked in the crisis: emergency action was ring fencing in some states; information flows are weak; cooperation to be improved; SIFMA, 28 April 2009 9 SIFMA, 28 April 2009 10 Why institutional reforms Improve the present scheme • Macro-micro relation: insufficient • “Shadow banking”: unsupervised fields • Wide national differences”: light touch” in UK, strict regulation in D., formal approach in Insurance • Widely different powers and enforcement • Cross border groups difficult to supervise • Regulatory arbitrage due to supervisory practices • International single voice • • • Many solutions possible: 4 models A. Improve the present cooperation scheme More room for the L. 3 Committees Soft instruments: name and shame, but too soft Colleges: in good times ok, not in bad times how do they work? who takes the decisions? on the basis of national, or overall interest? increasing worldwide regulation: CRAs, HF, PEF, Short selling, unregulated product, ,accounting and auditing etc. need for adequate forum and strong European interpretation “United we stand, divided we fall” SIFMA, 28 April 2009 11 SIFMA, 28 April 2009 12 The previous attempt: Home-Host Home-Host • Home- Host : seemed logical – how to allocate supervisory power: decentralised, subsidiarity – branches are legally part of the bank, subs are not: – in fact: both are managed on the same basis – hence: consolidated additional supervision – cooperation of supervisors would solve issues – no group supervision: colleges as tools of cooperation although without decision making power (except 129 CRD) • Home supervisors complained about lack of powers on the group • Host supervisors are not satisfied – on information on the group as a whole – no effective instruments to react – parent companies disregarded the local interest for the groups interest: withdrawal of funds – CES states • Home-Host has not delivered: reliance on home has proved fatal - in crisis: little cooperation: no rules for emergency cases - ring fencing behind national border was the outcome - trust among national supervisors has suffered SIFMA, 28 April 2009 13 SIFMA, 28 April 2009 14 B. Extreme proposals Centralisation in Securities • Centralise it all v. Decentralise everything • Each is excessive: – Europe is too diverse to centralise fully – Decentralisation destroys the benefit of the internal market: rebuild cross border supervision with MOUs? Very costly and ineffective. Intermediate models are the only solution some centralisation but significant local involvement • One single new EU Authority ? One institution or hub and spoke? “European SEC”? • Would necessarily rely on local offices • Would achieve identical regulation – But also identical application, in practice? – Loss of proximity, knowledge, expertise, language • Was proposed as longer term answer by Lamfalussy and de Larosière SIFMA, 28 April 2009 15 SIFMA, 28 April 2009 16 Centralisation in securities Centralisation in Banking • • • • Very powerful body: danger to accountability Big bureaucracy: how many? Would there be synergies among supervisors? Unsolved items: – Treaty Change would be needed – Fiscal support issues remain open • Centralisation of banking supervision at the ECB = basis Art 105 (6) • Insurance excluded • Not feasible for lack of fiscal support behind the ECB • Risk of Confusion of monetary role and prudential role: see Greenspan put. • Risk for confidence in monetary function • Systemic Risk Council – identifies systemic developments and recommends corrective action – data feed from national supervisors – composition SIFMA, 28 April 2009 17 SIFMA, 28 April 2009 18 C. Intermediate forms: Supervisory colleges Intermediate forms: colleges • Cooperation among supervisors: – See Colleges of supervisors – Comp. Delegation of responsibilities – Better adapted to prudential than to market supervision • All supervisors should be equally strong, have the same arms and deploy them with the same vigour • Need to define what belongs to college and what not (compare Home-Host discussion) • Quite heavy procedures – very time consuming – in crisis situation, specially designed rules needed • On the basis of binding agreements with a final decisive standpoint – See art 129 CRD – Comp. solvency 2: binding decisions – Comp. CRD: more modest • Risk of diversity between colleges: common rules needed • Not merely depending on willingness to cooperate SIFMA, 28 April 2009 19 SIFMA, 28 April 2009 20 D. de Larosière proposals de Larosière proposals: institutional • “Common rulemaking, local supervision” • Effective, day-to-day supervision remains local – proximity, language, knowledge of local or specific features – decisions remain subject to local rules and procedures, e.g. judicial review – maintaining some local discretion in the application of the rules – use of colleges for systemic groups and other matters – fear of lack of fiscal backing is main reason SIFMA, 28 April 2009 21 • Creation of new Authorities ( Ex Level 3 Committees) for B, I, S.= Agencies ? • Based on the existing cooperative structure • In charge of developing common rules of the L. 3 type • Mainly within the ambit of directives, but also as part of existing cooperation • Level 1 and L.2 remain unchanged: right of initiative of the Comm. SIFMA, 28 April 2009 22 de Larosière proposals de Larosière proposals • The authorities would adopt L.3 ” rules” – today: recommendations, guidance, interpretations are developed on a “comply or explain” basis – in the future: would be “binding” on the supervisors – all supervisors would be bound to adopt the same technical rules, and implement them in the same manner • Enforcement: – Peer review: authority will verify implementation in national legal system – If not: pressure on that member “name and shame” – If not: ? substitution of decisions • L.4: Commission enforcement action – Political process • Important role for colleges SIFMA, 28 April 2009 23 SIFMA, 28 April 2009 24 Main points of discussion Next steps • Political will? Most agree on the principle, but the conditions and details are still open • One, two or three authorities? Not for now! • Binding powers: how far does it go? Includes decisions on individual cases? Can one separate facts and application of the rule? – 75% does not trigger fiscal support • • • • • • Proposal in general approved at European Council Finance Ministers: April 4, May 5 and June 9 Mid May: Commission proposals European Council: June 18-19 Elections for European Parliament: June 7 Preparation ready for Sept-Oct.: discussion in Council and Parliament • Mediation role with respect to deficiencies regulation: “binding” but with due process in SIFMA, 28 April 2009 25 SIFMA, 28 April 2009 26

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