BILL ANALYSIS                                                                                                                                                                                                    �






                  SENATE BANKING & FINANCIAL INSTITUTIONS COMMITTEE
                              Senator Lou Correa, Chair
                              2013-2014 Regular Session

          SB 526 (Calderon)                       Hearing Date:  April 17,  
          2013  

          As Amended: April 9, 2013
          Fiscal:             Yes
          Urgency:       No
          

           SUMMARY    Would require the Commissioner of Corporations  
          (commissioner) to include information about the practices of  
          unlicensed deferred deposit lenders lending in California via  
          the Internet, and summarize the Department of Corporations  
          (DOC's) compliance efforts related to these lenders, in its  
          annual report. Would additionally require the commissioner to  
          submit a report to the Legislature on or before January 1, 2015,  
          with recommendations relating to enhancement of DOC's  
          enforcement authority over unlicensed deferred deposit lenders,  
          and for changes to law that would minimize adverse consumer  
          experiences.
          
           DESCRIPTION
           
            1.  Would require the commissioner to include an analysis of  
              the practices of unlicensed deferred deposit lenders that  
              make or originate deferred deposit transactions through the  
              Internet to borrowers in California in its annual California  
              Deferred Deposit Transaction Law (CDDTL; Payday Loan Law)  
              report.  The report would have to include all of the  
              following, at a minimum:

               a.     An analysis of the collection practices employed by  
                 these lenders.

               b.     The rates and terms offered by these lenders.

               c.     The extent to which these lenders comply with the  
                 CDDTL.

               d.     A summary of DOC's compliance efforts regarding  
                 unregulated and unlicensed deferred deposit lending  
                 through the Internet to borrowers in California.  





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           2.  Would additionally require DOC to report to the Legislature  
              on or before January 1, 2015, on recommendations pertaining  
              to the regulation and enhancement of its enforcement  
              authority with regard to unlicensed deferred deposit lenders  
              that make or originate deferred deposit transactions through  
              the Internet to California borrowers, and on recommendations  
              for changes in law that may minimize adverse consumer  
              experiences. 

           EXISTING LAW
           
           3.  Provides for the CDDTL (Financial Code Section 23000 et  
              seq.) and the California Finance Lenders Law (CFLL;  
              Financial Code Section 22000 et seq.), both of which are  
              administered by DOC.  

           4.  Requires the commissioner, as part of the CDDTL, to prepare  
              an annual report, on or before March 15th of each year,  
              which aggregates data submitted to the commissioner by  
              licensees, summarizing their business activities during the  
              prior calendar year.  The commissioner's annual report is  
              required to include the following information for the  
              previous calendar year, about its CDDTL licensees (Section  
              23026):

               a.     The total number and dollar amount of deferred  
                 deposit transactions made.

               b.     The total number of individual customers who entered  
                 into deferred deposit transactions.

               c.     The minimum, maximum, and average amount of deferred  
                 deposit transactions.

               d.     The average annual percentage rate of deferred  
                 deposits.

               e.     The average number of days of deferred deposit  
                 transactions.

               f.     The total number and dollar amount of returned  
                 checks.

               g.     The total number and dollar amount of checks  
                 recovered.





                                              SB 526 (Calderon), Page 3




               h.     The total number and dollar amount of checks charged  
                 off.

           5.  Provides that if any provision of the CDDTL is willfully  
              violated in the making or collection of a deferred deposit  
              transaction, the transaction contract shall be void, and no  
              person shall have any right to collect or receive any amount  
              provided in the deferred deposit transaction, or any charges  
              or fees in connection with the transaction (Section 23060).

           6.  Requires the commissioner, as part of the CFLL, to annually  
              compile a report which summarizes the annual reports  
              submitted by CFLL licensees (Section 22160).

           7.  Provides that if any provision of the CFLL is willfully  
              violated in the making or collection of a loan, the loan  
              contract is void, and no person has any right to collect or  
              receive any principal, charges, or recompense in connection  
              with the transaction (Section 22750).


           COMMENTS

          1.  Purpose:   SB 526 is intended to begin characterizing the  
              size of the problem of unlicensed payday lending over the  
              Internet to Californians, and begin developing solutions to  
              combat this problem.   

           2.  Background:   In 2011, the most recent year for which annual  
              data are available on the California payday loan industry,  
              12.4 million payday loans were made to 1.7 million different  
              customers by payday lenders licensed to operate in  
              California.  The total dollar volume of payday loans equaled  
              $3.3 billion dollars.  The average loan was $263 in size,  
              and average loan length equaled 17 days.  In 2011, DOC  
              licensed and regulated 241 payday lenders, operating at  
              2,119 locations.  

          Online payday lending is legal in California, as long as the  
              lender holds a payday loan license from DOC.  Although DOC's  
              annual report does not provide a breakdown of payday loans  
              made online by licensed lenders versus those made in  
              licensed storefronts located in California, information  
              contained in recent annual reports strongly suggests that  
              payday loans are increasingly being made online in  
              California.  The number of licensed storefront locations at  




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              which payday loans can legally be made in California has  
              dropped each year since 2007.  This trend occurred over a  
              time period during which the total number of loans and the  
              total dollar volume of loans rose steadily.  

          The growth in online payday lending in California is  
              exacerbating the problem of unlicensed lending into the  
              state.  When a Californian goes online seeking quick cash,  
              that individual is unlikely to pay close attention to  
              whether the web site of the lender they select says,  
              "Licensed in California under the California Deferred  
              Deposit Transaction Law."  Yet, if the individual borrows  
              from an unlicensed lender, they have no assurances that the  
              lender will comply with California law, and no assurances  
              that the consumer protections in California law will inure  
              to them.  According to a recent consumer fraud alert issued  
              by DOC (see below), some unlicensed lenders aggressively  
              (and illegally) pursue Californians in small claims court,  
              seeking repayment of their loans.  Others deposit funds into  
              consumers' bank accounts and begin drawing down those  
              consumers' accounts, before consumers agree to the loans. 

           3.  Discussion:    In August, 2012, the commissioner issued a  
              Payday Loan Consumer Alert  
              (  http://www.corp.ca.gov/Press/news/2012/InternetPaydayLending 
              Alert_8-13-12.pdf  ).  From January 2012 through mid-August,  
              when the alert was issued, DOC issued citations and  
              penalties directing ten separate payday loan companies to  
              refrain from violating state law.  Nine of those companies  
              were Internet-based and unlicensed in California.  The nine  
              online payday lending companies sanctioned by DOC included  
              four located in other countries (Malta, St. Lucia, Canada,  
              and Nevis), and five located in states outside California  
              (Florida, Nevada, Utah, Delaware, Utah, and Missouri).  In  
              its consumer alert, DOC strongly advised California  
              consumers to avoid entering personal or financial data on  
              Internet-based application forms, before verifying that the  
              firm is licensed by DOC.  DOC warned that personal  
              information entered into the web sites of unlicensed lenders  
              can be misused or pirated by unlicensed lenders, with little  
              recourse available to borrowers who are duped.  

          In March, 2013, the commissioner testified about the problem of  
              unlicensed, online lending during an informational hearing  
              before the Assembly Banking and Finance Committee.   
              According to the commissioner, "The growth of online  




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              financial services has been coupled with a rise in  
              unlicensed activity.  Since 2010, we have taken enforcement  
              action against 31 companies for online unlicensed deferred  
              deposit transactions.  The Department identifies unlicensed  
              online activity through undercover investigations, consumer  
              complaints and examinations.  Any findings are referred for  
              enforcement action.  The biggest obstacle facing our  
              enforcement team in pursuing unlicensed online lenders is  
              that most do not have physical locations and, if they do,  
              the location may be out of reach of federal and state  
              authorities.  The department can issue an administrative  
              action against a foreign company, but without a physical  
              location, service of the order cannot be affected.  We are  
              collaborating with other states, the federal government, and  
              the courts to extend our reach to all online lenders  
              wherever they are."

          An excellent example of some of the challenges faced by DOC in  
              its efforts to crack down against unlicensed lending to  
              Californians over the Internet is the Ameriloan case.   
              Ameriloan operates under a variety of dbas, including US  
              Fast Cash, One Click Cash, United Cash Loans, Preferred Cash  
              Loans, and Internet Cash Advance Marketing.  DOC first took  
              action against Ameriloan and its associated dbas in 2007,  
              alleging they were operating illegally in California,  
              because they lacked CDDTL licenses from the department.  The  
              companies responded that they were not subject to  
              California's CDDTL, because they were wholly owned by  
              federally-recognized Indian tribes, and are thus protected  
              under the doctrine of tribal sovereign immunity.  

          When the case reached the courts, it was initially decided in  
              DOC's favor.  Ameriloan appealed, and the appellate court  
              ruled at least partially in Ameriloan's favor.  The case is  
              not completely settled, however, because the appellate court  
              remanded the case back to the superior court level, finding  
              that "the trial court did not address whether the companies,  
              which are not themselves Indian tribes, operate as 'arms of  
              the tribe' for purposes of the tribal sovereign immunity  
              doctrine...we direct the trial court to conduct further  
              proceedings to determine whether the doctrine deprives the  
              court of subject matter jurisdiction in this case."   
              Information about the department's enforcement actions  
              against Ameriloan, and a link to the case, is available at  
               http://www.corp.ca.gov/ENF/list/a/ameriloan.asp  .





                                              SB 526 (Calderon), Page 6




           4.  Summary of Arguments in Support:   The California Financial  
              Service Providers support SB 526, as an important effort to  
              begin characterizing the size and nature of unlicensed  
              payday lending activity in California over the Internet.   
              DOC strongly urges potential Internet loan customers to be  
              wary of these types of loans.  Many internet lenders may be  
              operating out of state or overseas to avoid licensing and  
              regulation.  Consumers who use these online lenders may have  
              no recourse, if they run into trouble while doing business  
              with an unlicensed internet lender.  

           5.  Summary of Arguments in Opposition:    None received.
               
          6.  Amendments:  

               a.     Anecdotal reports and a quick search of the Internet  
                 suggest that a significant number of unlicensed entities  
                 are lending in California in amounts under $2,500.  The  
                 problem of unlicensed small dollar lending via the  
                 Internet is not limited to payday loans; it spans the  
                 range of payday loans, installment loans, and hybrids of  
                 the two.  

               In the interest of trying to characterize the full range of  
                 small dollar loan products being marketed to Californians  
                 over the Internet by entities that are not licensed to  
                 make these loans in California, and to begin documenting  
                 the size of the problem, staff suggests amending the bill  
                 to cover all forms of unlicensed lending in California,  
                 via the Internet, in amounts below $2,500.

               Staff also suggests that the bill be amended to require DOC  
                 to post a listing of the names and web site addresses of  
                 unlicensed Internet lenders prominently on its own  
                 Internet web site, with a consumer warning that alerts  
                 Californians to the unlicensed nature of the activities  
                 being conducted via these web sites.  

               To accomplish this intent, the following amendments are  
                 recommended:

               Strike the language of the bill and insert the following:

               Section 22900 is added to the Financial Code:

               (a) In addition to the reports required by Section 22160  




                                              SB 526 (Calderon), Page 7




                 and 23026, on or before March 15th of each year, the  
                 commissioner shall report on the lending and collection  
                 practices of unlicensed persons offering deferred deposit  
                 transactions or installment loans in amounts under  
                 $2,500, or both, over the Internet, to persons in  
                 California, and on the enforcement actions taken by the  
                 commissioner against these persons.   

               (b) To the extent information is available, the  
                 commissioner's report shall include all of the following  
                 for the prior calendar year:  

               (1) The number of unlicensed lenders identified by the  
                 commissioner as lending into California during the prior  
                 year, and the company names and web site addresses these  
                 lenders used.
               (2) The state or country in which each of these web sites  
                 was hosted.
               (3) The rates and terms offered by these lenders.
               (4) The collection practices of these lenders.
               (5) The extent to which these lenders complied with the  
                 provisions of California law applicable to them.   
               (6) The enforcement efforts taken against each of the  
                 unlicensed lenders identified by the commissioner during  
                 the prior year.
               (7) Recommendations for changes to law that would improve  
                 the department's ability to identify and take enforcement  
                 actions against unlicensed lending into California over  
                 the Internet, and to minimize consumer harm resulting  
                 from such lending.  

               (c) On an ongoing basis, on the department's Internet web  
                 site, the commissioner shall post the company names and  
                 web site addresses of unlicensed lenders offering  
                 deferred deposit transactions or installment loans in  
                 amounts under $2,500, or both, over the Internet, to  
                 persons in California, without a required license from  
                 DOC to engage in those activities.  The commissioner  
                 shall accompany its listing with a consumer warning that  
                 alerts Californians to the unlicensed nature of the  
                 activities being conducted by these lenders via these web  
                 sites.
           
          LIST OF REGISTERED SUPPORT/OPPOSITION
          
          Support




                                              SB 526 (Calderon), Page 8




           
          California Financial Service Providers
           
          Opposition
               
          None received

          Consultant: Eileen Newhall  (916) 651-4102