Approval for a credit institution to acquire a holding in another legal person

Published: 31/1/2015
A credit institution that intends to establish an undertaking or conclude a legal arrangement under which it would acquire a majority holding in the capital or voting rights in another legal person or 20% or more in the capital of another legal persons, if that holding would exceed 10% of the credit institution's eligible capital, is obligated to obtain a prior approval of the Croatian National Bank. Described in the text below are the contents of the application for approval to acquire a holding in another legal person and the procedure of taking a decision on the application.

Under Article 149 of the Credit Institutions Act, credit institutions are obligated to obtain a prior approval of the Croatian National Bank before acquiring a holding in the capital of other undertakings, particularly in the following cases:

  1. where a credit institution intends to establish an undertaking or conclude a legal arrangement that would result in the gradual or immediate direct acquisition of a holding of 20% or more in another legal person, if the holding exceeds 10% of the credit institution's eligible capital; and
  2. where a credit institution intends to establish an undertaking or conclude a legal arrangement that would result in the direct acquisition of a majority holding in the capital or of a majority of the voting rights in another legal person. 

By way of derogation, a credit institution is not required to obtain a prior approval of the Croatian National Bank to conclude a legal arrangement that would result in the direct acquisition of shares or holdings it intends to hold in the trading book.

Application for approval for a credit institution to acquire a holding in the capital of another legal person

The application for a prior approval for a credit institution to acquire a holding in the capital of another legal person is to be submitted on the form Application of a credit institution to acquire a holding in another legal person, together with the following documentation:

  1. a detailed description of the legal arrangement to which the application refers;
  2. a description of actions already taken by the applicant in relation to the legal arrangement to which the application refers;
  3. a description of the effect of acquiring a majority holding in the capital or a majority of the voting rights on the existing operations of the applicant; and
  4. a business plan with projections of financial statements for the next three years for the credit institution and for the legal person in which a credit institution is acquiring a holding;
  5. where the acquisition in question is the acquisition of a holding in the capital of an already existing legal person, audited financial statements for the last two years; and
  6. other information listed in the application form.

Deciding on the application 
In the procedure of taking a decision on the application for approval to acquire a holding in another legal person, the Croatian National Bank may request from the applicant to submit other documents and information necessary to take a decision on the application. The date of receipt of a valid application is considered the date of delivery of the last document which was requested.

The Croatian National Bank is obligated to take a decision on the approval for a credit institution to acquire a holding in another legal person within 60 days from the date of receipt of a valid application.