House Study Bill 187 - Introduced HOUSE FILE _____ BY (PROPOSED COMMITTEE ON COMMERCE BILL BY CHAIRPERSON COWNIE) A BILL FOR An Act relating to authorized investments of public funds by a 1 joint investment trust. 2 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA: 3 TLSB 2121HC (2) 85 rn/nh
H.F. _____ Section 1. Section 12B.10, subsection 5, paragraph a, 1 subparagraph (7), Code 2013, is amended to read as follows: 2 (7) (a) A joint investment trust organized pursuant 3 to chapter 28E prior to and existing in good standing on 4 the effective date of this Act or a joint investment trust 5 organized pursuant to chapter 28E after April 28, 1992, 6 provided that the joint investment trust shall either be rated 7 within the two highest classifications by at least one of the 8 standard rating services approved by the superintendent of 9 banking by rule adopted pursuant to chapter 17A and operated 10 in accordance with 17 C.F.R. § 270.2a-7, or be registered 11 with the federal securities and exchange commission under the 12 federal Investment Company Act of 1940, 15 U.S.C. § 80a, and 13 operated in accordance with 17 C.F.R. § 270.2a-7. The manager 14 or investment advisor of the joint investment trust shall be 15 registered with the federal securities and exchange commission 16 under the Investment Advisor Act of 1940, 15 U.S.C. § 80b. 17 (b) A joint investment trust described in subparagraph 18 division (a) may invest in obligations of any state or a 19 political subdivision or agency of any state, provided that 20 such obligations are rated at the time of purchase within the 21 two highest classifications established by at least one of the 22 standard rating services approved by the superintendent of 23 banking by rule adopted pursuant to chapter 17A. 24 EXPLANATION 25 This bill relates to authorized investments of public funds. 26 Currently, Code section 12B.10, subsection 5, authorizes 27 a political subdivision of the state to invest in a joint 28 investment trust organized pursuant to Code chapter 28E. The 29 bill expands the forms of investment a joint investment trust 30 can make to include obligations of any state or a political 31 subdivision or agency of any state. The bill provides that 32 such obligations must be rated at the time of purchase within 33 the two highest classifications established by at least one of 34 the standard rating services approved by the superintendent of 35 -1- LSB 2121HC (2) 85 rn/nh 1/ 2
H.F. _____ banking by rule adopted pursuant to Code chapter 17A. 1 -2- LSB 2121HC (2) 85 rn/nh 2/ 2