[Congressional Record Volume 157, Number 27 (Friday, February 18, 2011)]
[Extensions of Remarks]
[Pages E265-E266]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]
RE-INTRODUCTION OF THE EQUITABLE TREATMENT OF INVESTORS ACT
HON. SCOTT GARRETT
of new jersey
in the house of representatives
Thursday, February 17, 2011
Mr. GARRETT. Mr. Speaker, late in the 111th Congress, I introduced,
with co-sponsors, Mr. King of New York and Ms. Ros-Lehtinen of Florida,
the Equitable Treatment of Investors Act (H.R. 6531). This bill
reaffirmed and clarified the key protections for securities investors
intended by Congress in the 1970 enactment of the Securities Investor
Protection Act (SIPA) and major amendments to that Act in 1978.
Today I reintroduce that legislation with clarifying amendments. The
central purpose of the legislation is to reaffirm the original
Congressional intent on two key aspects of the administration of SIPA
in the liquidation of a bankrupt broker-dealer firm. First, as a
general matter, the determination of customer ``net equity'' shall rely
on the final account statement received from the debtor prior to
closing, plus any additional supporting documents, such as trade
confirmations. Second, and again as a general matter, avoidance
actions, or ``clawbacks'', to recover property transferred to the
customer prior to closing shall be prohibited. While I emphasize these
clarifications simply reaffirm current law, the actions and
interpretations of SIPA being made by the Securities Investor
Protection Corporation (SIPC) and the Trustee appointed for the Bernard
L. Madoff Investment Securities LLC (BLMIS) liquidation proceeding make
the passage of this legislation important and necessary.
In this legislation, there are important exceptions to those two
general customer protections that deny that beneficial treatment to any
customer who knew of or was complicit in the fraudulent activity of the
debtor and to any customer who, as a registered professional in the
securities markets, with the requisite knowledge of these matters, knew
or should have known of the debtor's fraudulent activities and failed
to notify appropriate regulatory authorities. This portion of the
bill's language is meant to assure that SIPC and the receivership
Trustee have fully adequate legal powers to act against customers
undeserving of SIPA's investor protections.
While this clarifying legislation is intended to have general
application to all broker-dealer bankruptcies involving debtor fraud,
introduction at this time is directly related to the failure of SIPC
and its Trustee to fairly and adequately act to provide statutorily
mandated and intended SIPA protections to the several thousand innocent
customers defrauded by Bernard Madoff in the operations of his
investment advisory and broker-dealer firm, BLMIS. Compounding the
grievous shortcomings of SIPC to respond promptly and usefully to these
customers' financial plight is the well-documented failures by the SEC
and FINRA, the regulatory overseers of BLMIS, to detect and end the
Madoff fraud over a period of 25 or more years.
Given the colossal regulatory oversight failure and SIPC neglect in
assessing broker-dealer firms at a level commensurate with the dramatic
growth of the securities markets and the participating broker-dealer
firms, it would be reasonable to expect that SIPC and the SEC would
have made exceptional efforts to make a rapid and comprehensive
response to the financial needs of the Madoff victims. That has not
been the case. Quite the contrary, in fact, has occurred. SIPC has
denied protection to over half the accounts at closing, in direct
violation of the legal mandates of SIPA as currently in affect;
provided full protection to only 25% of accounts; taken nearly two
years to pay advances to the limited group deemed eligible; and
threatened to claw back funds from roughly 1000 innocent customers.
So that my colleagues may judge for themselves the urgent need for
this Congressional intervention, let me highlight key factors
supporting this need for action.
The legislative record surrounding the enactments of the 1970 Act and
the 1978 amendments is replete with statements from the legislative
floor managers, active supporters, committee reports, the Treasury, the
SEC, and securities industry spokespeople likening the intended SIPC
protection to the bank customer protection offered by the FDIC.
Likewise, the legislative history emphasizes protection of all innocent
customers from brokerage failure, with particular mention of small,
unsophisticated customers, and the need for prompt action by SIPC in
payment of advances for relief of individuals, understandably
devastated by the sudden loss of key financial assets.
Critically, Congress recognized the need for restoring investor
confidence in the financial markets at a time when the financial
industry was under tremendous duress and overwhelmed by the paperwork
crunch caused by the processing of physical securities. Theft and
misplacement of securities, failures of trade executions, and
insolvencies were commonplace. Amidst the backdrop of several popular
Ponzi schemes and brokerage failures was SIPC born.
For the customer of a bankrupt broker-dealer firm to qualify for SIPC
protection, it is necessary for the customer's account at closing to
have a positive ``net equity'' determined by subtracting any
outstanding obligation of the customer to the firm from the amount the
firm ``owed'' the customer. For the forty years of SIPC's existence, it
has been the standard practice in making that simple calculation to use
the firm's most recent account statement to the customer, usually
supported by trade confirmations, if any, relevant to the final
statement's presentation of holdings and values. Not surprisingly, this
is the outcome required by law. Under the legal regime governing the
relationship between brokers and customers, it is indisputable that the
broker owes the customer the amount reflected on the customer's account
statement. Indeed, in a world where customers and, generally speaking,
brokers do not hold physical securities, it could not be any other way.
Given the move away from the possession and trading ownership of
actual securities to a ``book entry'' system based on the essential
trust of validity of those account statements, no customer would,
therefore, have any reason to believe they would not be protected based
upon their account statements and confirmations. In the SIPC
receivership for the Madoff firm, however, the practices have been
inconsistent with the law and quite different and contrary to the
repeated assertions of SIPC and its Trustee, never to the ultimate
benefit of the innocent individual customer.
Rather than using the customer's final account statement--consistent
with ``reasonable expectations'' of a customer--the SIPC Trustee has
ignored the statutory requirement of SIPA and has devised a ``cash-in/
cash-out'' formulation (CICO) to determine a customer's ``net equity''.
To suggest that the Securities Investor Protection Act would have the
effect of denying customers their legal right to rely on their account
statement is counterintuitive. This formulation was developed from a
position of hindsight once the Trustee, his lawyers, and forensic
accountants were inside the Madoff firm and learned that no trades had
been made by the firm for customers.
Even though customers had regularly received monthly account
statements showing trades and holdings in ``real securities'' (often
blue chips in the Dow 100) that were supported periodically by trade
confirmations in those stocks, the Trustee declared that all
transactions were ``fictitious'' and that statutory words such as
``owed'' and ``positions'' had no meaning. He further has asserted that
in a Ponzi scheme the customer has no basis for ``reasonable
expectation''--a public utterance which will destroy the public's
confidence in
[[Page E266]]
our securities markets at odds with SIPA's primary policy objective.
To execute the Trustee's CICO formulation it is necessary to examine
every customer account over the entire term of the relationship (for
many spanning 20 to 30 years) to sum up total deposits and total
withdrawals (without providing any return on investment--even a
standard rate). If deposits exceed withdrawals the customer has a ``net
equity'' and qualifies for SIPC protection under CICO. If withdrawals
exceed deposits over the life of the relationship, the customer is
declared ineligible for SIPC relief and may be targeted for
``clawback'' of the net withdrawals.
How, you may ask, could the Trustee ignore the SIPA definition of
``net equity'' and proceed to institute ``clawback'' actions? The
answer lies in SIPA's incorporation by reference of provisions and
powers under the Federal Bankruptcy Code. However, the Bankruptcy Code
does not permit ``clawbacks'' of amounts paid by a broker to a customer
to satisfy the broker's legal obligations to the customer--our
securities system could not work any other way. Again, SIPC and the
Trustee are disregarding the clear body of law to further harm the
Madoff victims.
Let us now examine the results of this receivership to date to
determine just how equitable its performance has been.
At closing, the approximately 4900 accounts of BLMIS that have filed
claims for relief with SIPC had aggregate final statement values of
roughly $57 Billion. Of that 4900, well less than half of those
accounts (2053) have been determined eligible for SIPA protection under
the Trustee's CICO formulation. Only 1207 of those eligible accounts
will receive full SIPA relief benefits--advance payment of $500,000 and
a priority status to the distribution of recovered ``customer funds''
up to the remaining balance of the CICO-approved claim. 846 of the
approved claims will receive advance payments averaging $200,000; and
because the advances fully satisfy the CICO claim these accounts have
no priority status with respect to customer funds. 2728 accounts
receive no relief (advances or priority status) under SIPA.
These numbers, derived from SIPC responses to the House Financial
Services Subcommittee on Capital Markets, portray an outcome
distressingly out of step with Congress' intent for SIPA protection.
The overall record of performance in providing investment protection
in this case is even worse. The bulk of advance payments to eligible
accountholders were distributed in the last quarter of 2010, fully two
years after the closing of BLMIS. There is absolutely no way to square
that performance with the clear mandate in Section 9(a) of SIPA for
``prompt payment'' of advances--a mandate which recognized that most
customers, victimized by bankruptcy of their broker-dealer, will be in
dire need of urgent financial relief.
Now let us turn our attention to the ``clawback'' suits against
innocent customers who over the course of their investment relationship
withdrew what they rightly believed to be earnings for normal real life
purposes--income to support retirement, payment of Federal, State, and
local taxes, helping a child with a home purchase, assisting a
grandchild with college costs etc.--only now to find the Trustee
demanding a return of some of those disbursements.
What the Trustee now suggests as relief for all the Madoff victims,
those who have received no SIPA financial protection (over half) and
those receiving inadequate and dilatory relief, is the opportunity to
file fraud claims against the ``general'' bankruptcy estate, when and
if assets are assigned to it. For most of the innocent customers, now
in desperate financial condition and fraught with daily anxiety, such
relief is temporally distant with challenging prospects for success. In
a general bankruptcy proceeding these individuals, many of them aged,
will be competing with claimants (financial institutions and the like)
with far greater resources and top-line legal representation.
To his credit, the Trustee, with aid provided by the U.S. Attorney's
office, has assembled some significant assets from parties complicit
with the debtor. The innocent customers of Madoff should without
question have the first and priority claim for relief in the
distribution of those assets. That is the clear intent of SIPA in
establishing claims to ``customer funds'' before assets move into the
general bankruptcy estate. Had the Trustee, at the outset of this
receivership, followed historic SIPC practices using customer final
statements to determine ``net equity'', then all of these innocent
customers would now be eligible for the distribution of ``customer
funds'' under some equitable plan devised by the Trustee with the
approval of the Bankruptcy Court. Moreover, they would be protected and
assisted in their distress by full advances from the SIPC Fund, which
has the resources to provide such relief.
Two additional matters need to be understood by my colleagues.
Because the use of the CICO methodology reduced dramatically the number
of customers qualifying for advances from the SIPC Fund (an entity
funded by the broker-dealer community and expressly established for the
early relief of customers), that Fund has benefited by a savings of
over $1 billion. To make this outcome more unacceptable, the failure to
distribute those funds means that customer refund claims to the IRS for
``theft losses'' will be increased by some $300 million. Thus the
broker-dealer community's responsibility gets passed on to the American
taxpayer.
The conduct of this receivership has been pitifully inadequate in
fulfilling the protections of the Madoff victims contemplated by
Congress in 1970 and 1978. The processes employed by the Trustee, from
the standpoint of the typical customer, have been needlessly time
consuming and remarkably expensive. In its most recent response to the
Capital Markets Subcommittee, SIPC advises that the Trustee, his law
firm, and other consultants have been paid some $288 million over two
years and contemplate billing for another $1 billion over the next four
years. All the while, many Madoff victims are scrambling to exist.
It is my earnest hope that an overwhelming majority of my colleagues
will join me in supporting this legislation, which is so important, not
only for the protection of many innocent investors, but also for
encouraging investment going forward, which is critical to the economic
renewal our country needs.
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