House Study Bill 544 



                                       HOUSE FILE       
                                       BY  (PROPOSED COMMITTEE ON
                                            JUDICIARY BILL BY
                                            CHAIRPERSON SWAIM)


    Passed House, Date               Passed Senate,  Date             
    Vote:  Ayes        Nays           Vote:  Ayes        Nays         
                 Approved                            

                                      A BILL FOR

  1 An Act relating to business corporations, by providing for
  2    distributions and business opportunities.
  3 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA:
  4 TLSB 5667HC 82
  5 da/nh/8

PAG LIN



  1  1    Section 1.  Section 490.640, subsection 7, Code 2007, is
  1  2 amended to read as follows:
  1  3    7.  Indebtedness of a corporation, including indebtedness
  1  4 issued as a distribution, is not considered a liability for
  1  5 purposes of determinations under subsection 1 if its terms
  1  6 provide that payment of principal and interest are made only
  1  7 if and to the extent that payment of a distribution to
  1  8 shareholders could then be made under this section.  If the
  1  9 indebtedness is issued as a distribution, each payment of
  1 10 principal or interest is treated as a distribution, the effect
  1 11 of which is measured on the date the payment is actually made.
  1 12    8.  This section shall not apply to distributions in
  1 13 liquidation under division XIV.
  1 14    Sec. 2.  Section 490.831, subsection 1, paragraph a, Code
  1 15 2007, is amended to read as follows:
  1 16    a.  That any of the following apply:
  1 17    (1)  A provision in the articles of incorporation
  1 18 authorized by section 490.202, subsection 2, paragraph "d", or
  1 19 the protection afforded by section 490.832 if interposed as a
  1 20 bar to the proceeding by the director, does not preclude
  1 21 liability.
  1 22    (2)  The protection afforded by section 490.870 precludes
  1 23 liability.
  1 24    Sec. 3.  NEW SECTION.  490.870  BUSINESS OPPORTUNITIES.
  1 25    1.  A director's taking advantage, directly or indirectly,
  1 26 of a business opportunity may not be the subject of equitable
  1 27 relief, or give rise to an award of damages or other sanctions
  1 28 against the director, in a proceeding by or in the right of
  1 29 the corporation on the ground that such opportunity should
  1 30 have first been offered to the corporation, if before becoming
  1 31 legally obligated respecting the opportunity the director
  1 32 brings it to the attention of the corporation and any of the
  1 33 following apply:
  1 34    a.  Action by qualified directors disclaiming the
  1 35 corporation's interest in the opportunity is taken in
  2  1 compliance with the procedures set forth in section 490.832,
  2  2 as if the decision being made concerned a director's
  2  3 conflicting interest transaction.
  2  4    b.  Shareholders' action disclaiming the corporation's
  2  5 interest in the opportunity is taken in compliance with the
  2  6 procedure set forth in section 490.832, as if the decision
  2  7 being made concerned a director's conflicting interest
  2  8 transaction; except that, rather than making the disclosure as
  2  9 required in section 490.832, in each case the director shall
  2 10 have made prior disclosure to those acting on behalf of the
  2 11 corporation of all materials facts concerning the business
  2 12 opportunity that are then known to the director.
  2 13    2.  In any proceeding seeking equitable relief or other
  2 14 remedy based upon an alleged improper taking advantage of a
  2 15 business opportunity by a director, the fact that the director
  2 16 did not employ the procedure described in subsection 1 before
  2 17 taking advantage of the opportunity shall not create an
  2 18 inference that the opportunity should have been first
  2 19 presented to the corporation or alter the burden of proof
  2 20 otherwise applicable to establish that the director breached a
  2 21 duty to the corporation in the circumstances.
  2 22                           EXPLANATION
  2 23    This bill amends the "Iowa Business Corporation Act" which
  2 24 governs for=profit corporations and is based on the model Act
  2 25 promulgated by the American bar association.  The bill's
  2 26 provisions reflect the language of the model Act.
  2 27    DISTRIBUTIONS INVOLVING INDEBTEDNESS.  The bill amends Code
  2 28 section 490.640, to provide that indebtedness need not be
  2 29 accounted for as a liability when determining whether a
  2 30 corporation may provide for a distribution.  Otherwise, Code
  2 31 section 490.640(3) could restrict a distribution because it
  2 32 requires as a prerequisite to distribution that the
  2 33 corporation must be able to pay its debts as they become due
  2 34 in the usual course of business and the corporation's total
  2 35 assets must be more than its total liabilities.
  3  1    BUSINESS OPPORTUNITY == SAFE HARBOR.  The bill creates new
  3  2 Code section 490.870, based on the model Act's Code section
  3  3 8.70, which applies to the director of a corporation's board
  3  4 of directors.  A director may profit from a transaction (a
  3  5 business opportunity) at the expense of the corporation which
  3  6 may also profit from the transaction.  The common law doctrine
  3  7 of corporate opportunity recognizes the director's fiduciary
  3  8 duty to the corporation, and provides that the director must
  3  9 be prepared to sacrifice a profit by offering the corporation
  3 10 the first chance to engage in the transaction.  The bill
  3 11 provides the director with a so=called "safe harbor" from
  3 12 liability for taking advantage of the business opportunity if
  3 13 the director discloses it to the board (or a committee of the
  3 14 board) or to the shareholders in the same manner as if the
  3 15 director were disclosing a conflict of interest under Code
  3 16 section 490.832.  The bill departs from the model Act in one
  3 17 respect.  Code section 490.870 substitutes references to
  3 18 conflict of interest provisions in Code section 490.832 in
  3 19 lieu of other conflict of interest provisions in the model
  3 20 Act, which Iowa has not enacted.
  3 21 LSB 5667HC 82
  3 22 da/nh/8