- NASDAQ OMX Iceland hf. reprimands Kaupthing Bank hf. publicly


Nasdaq OMX Iceland (“the Exchange”) has decided to reprimand Kaupthing Bank hf.
(“Old Kaupthing”, “Kaupthing”, “the bank”, “the issuer”) publicly in relation
to events where the issuer is found to have infringed provisions of the Rules
for Issuers of Financial Instruments Listed on Nasdaq OMX Iceland. Kaupthing is
considered to have been in breach of Sections 2.1, 2.3 and 2.17 of the Rules by
the following conduct. 


Circumstances of the case

On 4 November the newspaper website mbl.is published a report on Kaupthing's
loan to the bank's employees for the purchase of shares in the bank. The report
stated, among other things, that the bank's board had, in a meeting held on 25
September 2008, decided to cancel its employees' personal guarantees for the
loans. Reference was made to this in, among other things, a statement by
Kaupthing's former board, which included that, owing to the bank's falling
share price and increased funding costs, the board found that it was faced with
two options. Either the staff would have to sell their shares and thus pay up
the loans, or the bank would have to cancel the remainder of the employee's
guarantees of loans for the purchase of shares in the bank. The bank board was
furthermore of the view that “had key employees of the bank begun a major
sell-off of their shares in the bank, this would, in light of the sensitive
state of the financial markets, have compromised the bank's position
substantially.” 
	
Following the publication in the media of the said statement by the bank's
board, the Exchange sent Kaupthing a request for explanations. Clarification
was sought as to why Kaupthing did not make public information on the scope of
the guarantees cancelled by the bank's decision as well as details of what
closely related parties obtained such a cancellation of personal guarantees.
Lastly, clarification was requested as to why the information was not disclosed
as soon as the board had made the decision. No information has been made public
about the board's decision. 


Conclusion

The necessary conclusion is that Kaupthing's board made a decision on 25
September to cancel employees' personal guarantees for loans for the purchase
of shares in the bank. Clearly, the board's action was not made public and no
information has been accessible to investors, except for the information
disclosed in the statement of the bank's former board, which was published in
the media, as well as in other media reportage. The cancellation of employees'
personal guarantees must be regarded as constituting, among other things, the
bank's preferential treatment of closely related parties, e.g. senior officers
and other management staff. The Exchange can only deduce that Kaupthing's
employees were originally personally responsible for their loans for share
purchases. The Exchange is of the view that the said measures, involving a
decision to cancel personal guarantees for the bank's loans to employees,
including closely related parties, comprise transactions in the understanding
of Section 2.17 of the Rules for Issuers of Financial Instruments Listed on
Nasdaq OMX Iceland. The cancellation of personal guarantees for loans cannot be
considered to be normal business practice, let alone at a time of significant
uncertainty as to whether the security pledged covers repayment of the loan.
Therefore, Kaupthing must be regarded as having had the duty to make public
information on the cancellation of the personal guarantees for loans to closely
related parties, as stipulated by Section 2.17 of the Rules for Issuers of
Financial Instruments Listed on Nasdaq OMX Iceland. Even supposing that
Kaupthing's board was empowered to cancel its employees' personal guarantees,
this would not discharge the bank from the duty to make public the decision in
accordance with the Rules for Issuers of Financial Instruments Listed on Nasdaq
OMX Iceland. 

Had Kaupthing made public its decision to cancel its employees' personal
guarantees, this could have had a significant impact on the bank's share price.
This is also supported by the former bank board's statement to the effect that,
had the personal guarantees of employees not been cancelled, they would most
probably have begun “a major sell-off of their shares” and this would have “in
light of the sensitive state of the financial markets, compromised the bank's
position substantially”. According to this, the measures were intended to
prevent a chain of events that could have damaged the bank's position
considerably. Thus, the conclusion must be that information on Kaupthing's
decision to cancel its employees' personal guarantees and information on the
reason for that decision was likely to be price-sensitive for the bank's share
price. Therefore, the Exchange finds that Kaupthing clearly had a duty to make
the decision public given that the matter involved price-sensitive information
which there was reason to believe could have a significant impact on the market
price of the company's shares, cf. Section 2.1 of the Rules for Issuers of
Financial Instruments Listed on Nasdaq OMX Iceland. 

With due regard to investor interests, it is important that all information
required to be disclosed under the Exchange's rules is made public as soon as
possible and within the time limits stipulated therein. Kaupthing has, by its
agreement with the Exchange on the admission of the bank's shares to trading,
undertaken to comply with the Exchange's rules on information disclosure. As an
issuer of shares listed on the Exchange, Kaupthing is responsible for ensuring
that its information disclosure complies with the Exchange's rules. The bank
thus has the duty to disclose all information covered by the rules without
delay or as soon as possible, cf. Section 2.3 of the Rules for Issuers of
Financial Instruments Listed on Nasdaq OMX Iceland. The issuer clearly failed
to meet the Rules' disclosure requirements, as the aforesaid information on the
board's decision to cancel employees' personal guarantees for loans for the
purchase of shares in the bank was not made public as soon as the decision had
been made. In light of the circumstances of the case, and with due account of
the arguments submitted by Kaupthing, the Exchange finds that the bank's
conduct in the case was in breach of provisions 2.1, 2.3 and 2.17 of the Rules
for Issuers of Financial Instruments Listed on Nasdaq OMX Iceland. 


Decision to impose public reprimand 

The Exchange reprimands Kaupthing publicly for the aforesaid breach of the
Exchange's rules. The decision to issue the public reprimand is made on the
basis of an agreement between Kaupthing and the Exchange on the admission to
trading of the issuer's shares on the Exchange, cf. Section 8.3 of the
Exchange's Rules. Point 4 of the Section states, inter alia, that in cases
where an issuer is in breach of the Rules, the Exchange may make a public
announcement on the case in question. 
GlobeNewswire