Responding to industry concerns, the Office of the
The question arose after a Dec. 30 rule streamlining part of the
Industry representatives complained that such a broad definition would
In Wednesday's Federal Register, the Comptroller's Office will explain
Specifically, the proposal would exclude from the definition of
Financial advice and counseling.
Merger and acquisition advice.
Investment advice incidental to acting as a municipal securities
Real estate consulting and asset management.
Bridge loans advice.
Tax planning advice.
Services provided to homeowners' associations.
In this week's release, the OCC asks whether any activities should be
The proposal would codify a Jan. 28 interpretive letter. Comments are