BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2260
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          ASSEMBLY THIRD READING
          AB 2260 (Hagman)
          As Amended  March 29, 2012
          Majority vote 

           BANKING & FINANCE   11-0                                        
           
           -------------------------------- 
          |Ayes:|Eng, Achadjian, Charles   |
          |     |Calderon, Fuentes, Gatto, |
          |     |Harkey,                   |
          |     |Roger Hern�ndez, Lara,    |
          |     |Morrell, Perea, Torres    |
          |     |                          |
           -------------------------------- 
           SUMMARY  :   Makes various changes to California's foreign 
          corporation law.  Specifically,  this bill  :  

          1)Repeals provisions of California's foreign corporation law 
            pertaining to conducting business in the state, meeting 
            certain tests, and meeting specified provisions of the 
            Corporations Code.  

          2)Specifies that the Corporations Code shall not be construed to 
            authorize the state to regulate the organization or internal 
            affairs of a foreign corporation qualified to do business in 
            this state. 

           EXISTING LAW  :

          1)Defines "foreign corporation" as any corporation other than a 
            domestic corporation and does not include a corporation or 
            association chartered under the laws of the United States.  
            (Corporations Code Section 171)

          2)Requires foreign corporations qualified to conduct business in 
            California to meet specified requirements including provisions 
            relating to the election and removal of directors, 
            shareholders' rights, vote requirements, and mergers.  
            (Corporations Code Section 2115)

          3)Provides that directors of a foreign corporation transacting 
            intrastate business are liable to the corporation, its 
            shareholders, creditors, receiver, liquidator or trustee in 








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            bankruptcy for the making of unauthorized dividends, purchase 
            of shares or distribution of assets or false certificates, 
            reports or public notices or other violation of official duty 
            according to any applicable laws of the state or place of 
            incorporation or organization, whether committed or done in 
            this state or elsewhere. Such liability may be enforced in the 
            courts of this state. (Corporations Code Section 2116)

           FISCAL EFFECT  :   None

           COMMENTS  :  According to the author:

               Historically, corporations have not encountered 
               conflicts between state laws.  Controversies have been 
               resolved by involving a corporation's internal affairs 
               by applying the law of the state that created the 
               corporation, irrespective of where that corporation is 
               located or does business.  This principle, known as the 
               Internal Affairs Doctrine, is an established principle 
               underlying the American free enterprise system, a state 
               has an interest in promoting stable relationships among 
               parties involved in the corporations it charters, as 
               well as in ensuring that investors have an effective 
               voice in corporate affairs.

               AB 2260 takes the proactive step of repealing Section 
               2115 before the federal courts strike it down and the 
               state is forced to spend additional taxpayer dollars 
               defending a regulation that keeps companies out of 
               California.  All this section of code accomplishes is 
               confusing well established national corporate 
               governance law.  Why would a company take the chance of 
               subjecting itself to the extra regulation?  We are 
               seeing the results of this type of short sighted and 
               arrogant legislation every time a company works to 
               ensure that the "property" and "payroll" triggers are 
               never met.  Thus, a new plant will be built, and new 
               jobs will be created but not in California.

          The "internal affairs doctrine" of a corporation refers to the 
          relationship between and among the corporation and its 
          shareholders, creditors, officers and directors.  Most 
          corporations do not need to be incorporated under the laws of 
          the state where they have their headquarters which brings 








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          attention to why this measure may be needed.  Promoters forming 
          a new corporation are free to select any state's laws to form 
          their new corporation.  State laws differ with respect to their 
          requirement they impose on the internal affairs doctrine.  

          The efficient and profitable operation of a corporation demands 
          certainty and predictability regarding the corporate law that 
          applies to the company.  In most states, there is no question 
          about which law applies to corporations regarding their 
          corporate governance.  Indeed, it is a long-standing and 
          fundamental principle of corporate law that a corporation's 
          internal affairs are governed exclusively by the law of the 
          state of incorporation.  This is the Internal Affairs Doctrine.  
          In California, however, Corporations Code Section 2115 attempts 
          to supplant that law with California law.  This situation can 
          and does create great uncertainty for foreign corporations 
          operating in California because the conflicting provisions come 
          into play at critical times, such as when a corporation is 
          trying to determine its shareholder vote for a merger.  A 
          corporation may find that its local state law requires it to 
          take one course of action, while California state law requires 
          it to take a different course of action.

          California has created statutes that conflict with the Internal 
          Affairs Doctrine for certain foreign corporations, i.e., 
          corporations created under the laws of other states by enacting 
          Corporations Code Section 2115. For those foreign corporations 
          to which it applies, Section 2115 can have significant impacts.

          A foreign corporation becomes subject to Corporations Code 
          Section 2115 if its shares are not traded on the New York Stock 
          Exchange (NYSE) or NASDAQ; and, it meets the requirements 
          specified under current law which requires:  over 50% of a 
          corporation's property be located in California, over 50% of its 
          payroll be paid in California, and over 50% of its sales occur 
          in California. 

          These factors are calculated annually in every corporation's 
          California tax return, and each can change from year-to-year.  
          If these criteria are met, 50% of the corporation's voting 
          shares must be held "of record" by Californians.  The statute 
          allows a corporation to:  ignore the beneficial owners; request 
          that nominee holders certify the number of shares held by 
          persons with addresses inside and outside California; and, 








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          request that nominees provide the names and addresses of the 
          beneficial owners who do not object to such disclosures 

          Corporations Code Section 2115 imposes 22 sections of the 
          Corporations Code on corporations organized in other states that 
          have substantial business in California.  Corporations Code 
          Section 2115 does not apply to publicly traded corporations.  
          These provisions include such fundamental matters as shareholder 
          voting requirements, the election and removal of directors, and 
          mergers and acquisitions.  Corporations Code Section 2115 thus 
          attempts to supplant the law of the state in which the foreign 
          corporation is organized.  This bill would conform California 
          law to the corporate law that prevails in most other 
          jurisdictions:  that the internal affairs of a corporation are 
          governed by the law of the state in which the corporation is 
          organized and which the organizers and shareholders have 
          selected.


           Analysis Prepared by  :    Kathleen O'Malley / B. & F. / (916) 
          319-3081 


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