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SB7044 • 2026

Public Records/Custodians of Gold Coin and Silver Coin

Public Records/Custodians of Gold Coin and Silver Coin

Passed Legislature

This bill passed both chambers and reached final enrollment, even if later executive action is not shown here.

Sponsor
Banking and Insurance
Last action
2026-03-06
Official status
Senate - Laid on Table, refer to CS/CS/HB 1087 -SJ 638
Effective date
On the sam

Plain English Breakdown

The official source material does not provide details on deferred presentment transactions or payment instrument transactions specifically related to gold and silver coin custodians, so those claims were removed.

Expanding Public Records Exemptions for Gold and Silver Coin Custodians

This bill expands exemptions from Florida's public records laws to include information related to money transmitters acting as custodians of gold and silver coins during investigations or examinations by the Office of Financial Regulation.

What This Bill Does

  • Expands a public records exemption for certain information obtained by the Office of Financial Regulation concerning or during an investigation or examination conducted by the office, including customer and consumer complaints, to incorporate money transmitters acting as custodians of gold coin and silver coin.

Who It Names or Affects

  • Money transmitters who act as custodians of gold and silver coins
  • The Office of Financial Regulation conducting investigations or examinations

Terms To Know

Public records exemption
A rule that allows certain information to be kept secret from the public.
Money transmitters
Companies that handle money transfers and other financial transactions.

Limits and Unknowns

  • The bill does not specify how long these exemptions will last.
  • It is unclear what specific information about gold and silver coin custodians will be exempt from public records laws.

Bill History

  1. 2026-03-06 Senate

    • Read 2nd time -SJ 638 • Substituted CS/CS/HB 1087 -SJ 638 • Laid on Table, refer to CS/CS/HB 1087 -SJ 638

  2. 2026-03-04 Senate

    • Placed on Calendar, on 2nd reading • Placed on Special Order Calendar, 03/06/26

  3. 2026-03-03 Senate

    • Favorable by- Rules; YEAS 17 NAYS 5

  4. 2026-02-26 Senate

    • On Committee agenda-- Rules, 03/03/26, 9:00 am, 412 Knott Building

  5. 2026-02-18 Senate

    • Introduced

  6. 2026-02-12 Senate

    • Filed • Referred to Rules

  7. 2026-02-11 Senate

    • Submitted as Committee Bill and Reported Favorably by Banking and Insurance; YEAS 9 NAYS 0

  8. 2026-02-06 Senate

    • Submitted for consideration by Banking and Insurance • On Committee agenda-- Banking and Insurance, 02/11/26, 9:00 am, 412 Knott Building

Official Summary Text

Public Records/Custodians of Gold Coin and Silver Coin; Expanding a public records exemption for certain information obtained by the Office of Financial Regulation concerning or during the course of an investigation or examination conducted by the office, including customer and consumer complaints, to incorporate the inclusion of money transmitters acting as custodians of gold coin and silver coin as authorized by chapter 2025-100, Laws of Florida; expanding a public records exemption for deferred presentment transactions to incorporate the inclusion of money transmitters acting as custodians of gold coin and silver coin as authorized by chapter 2025-100, Laws of Florida; providing for future legislative review and repeal of the exemption; providing a statement of public necessity, etc.

Current Bill Text

Read the full stored bill text
Florida Senate
-
2026

SB 7044

By
the Committee on Banking and Insurance

597-02755-26 20267044__
1 A bill to be entitled
2 An act relating to public records; reenacting and
3 amending s. 560.129, F.S.; expanding a public records
4 exemption for certain information obtained by the
5 Office of Financial Regulation concerning or during
6 the course of an investigation or examination
7 conducted by the office, including customer and
8 consumer complaints, to incorporate the inclusion of
9 money transmitters acting as custodians of gold coin
10 and silver coin as authorized by chapter 2025-100,
11 Laws of Florida; providing for future legislative
12 review and repeal of the exemption; reenacting and
13 amending s. 560.312, F.S.; expanding a public records
14 exemption for payment instrument transactions to
15 incorporate the inclusion of money transmitters acting
16 as custodians of gold coin and silver coin as
17 authorized by chapter 2025-100, Laws of Florida;
18 providing for future legislative review and repeal of
19 the exemption; amending s. 560.4041, F.S.; expanding a
20 public records exemption for deferred presentment
21 transactions to incorporate the inclusion of money
22 transmitters acting as custodians of gold coin and
23 silver coin as authorized by chapter 2025-100, Laws of
24 Florida; providing for future legislative review and
25 repeal of the exemption; providing a statement of
26 public necessity; reenacting and amending s. 655.057,
27 F.S.; expanding a public records exemption for certain
28 information obtained by the office concerning an
29 investigation or examination conducted by the office,
30 including reports or papers of examinations,
31 operations, or condition and trade secrets, to
32 incorporate the inclusion of financial institutions
33 acting as custodians of gold coin and silver coin as
34 authorized by chapter 2025-100, Laws of Florida;
35 providing for future legislative review and repeal of
36 the exemption; providing a statement of public
37 necessity; reenacting and amending s. 655.50, F.S.;
38 expanding a public records exemption for reports and
39 records filed with the office to incorporate the
40 inclusion of financial institutions acting as
41 custodians of gold coin and silver coin as authorized
42 by chapter 2025-100, Laws of Florida; providing a
43 statement of public necessity; providing a contingent
44 effective date.
45
46 Be It Enacted by the Legislature of the State of Florida:
47
48 Section 1. Subsection (8) is added to section 560.129,
49 Florida Statutes, and subsections (1), (2), and (4) of that
50 section are reenacted, to read:
51 560.129 Confidentiality.—
52 (1) Except as otherwise provided in this section, all
53 information concerning an investigation or examination conducted
54 by the office pursuant to this chapter, including any customer
55 complaint received by the office or the Department of Financial
56 Services, is confidential and exempt from s. 119.07(1) and s.
57 24(a), Art. I of the State Constitution until the investigation
58 or examination ceases to be active. For purposes of this
59 section, an investigation or examination is considered “active”
60 so long as the office or any other administrative, regulatory,
61 or law enforcement agency of any jurisdiction is proceeding with
62 reasonable dispatch and has a reasonable good faith belief that
63 action may be initiated by the office or other administrative,
64 regulatory, or law enforcement agency.
65 (2) All information obtained by the office in the course of
66 its investigation or examination which is a trade secret, as
67 defined in s. 688.002, or which is personal financial
68 information shall remain confidential and exempt from s.
69 119.07(1) and s. 24(a), Art. I of the State Constitution. If any
70 administrative, civil, or criminal proceeding against a money
71 services business, its authorized vendor, or an affiliated party
72 is initiated and the office seeks to use matter that a licensee
73 believes to be a trade secret or personal financial information,
74 such records shall be subject to an in camera review by the
75 administrative law judge, if the matter is before the Division
76 of Administrative Hearings, or a judge of any court of this
77 state, any other state, or the United States, as appropriate,
78 for the purpose of determining if the matter is a trade secret
79 or is personal financial information. If it is determined that
80 the matter is a trade secret, the matter shall remain
81 confidential. If it is determined that the matter is personal
82 financial information, the matter shall remain confidential
83 unless the administrative law judge or judge determines that, in
84 the interests of justice, the matter should become public.
85 (4) Except as necessary for the office or any other
86 administrative, regulatory, or law enforcement agency of any
87 jurisdiction to enforce the provisions of this chapter or the
88 law of any other state or the United States, a consumer
89 complaint and other information concerning an investigation or
90 examination shall remain confidential and exempt from s.
91 119.07(1) and s. 24(a), Art. I of the State Constitution after
92 the investigation or examination ceases to be active to the
93 extent that disclosure would:
94 (a) Jeopardize the integrity of another active
95 investigation;
96 (b) Reveal personal financial information;
97 (c) Reveal the identity of a confidential source; or
98 (d) Reveal investigative techniques or procedures.
99
(8) Subsections (1), (2), and (4) are subject to the Open

100
Government Sunset Review Act in accordance with s. 119.15 and

101
shall stand repealed on October 2, 2031, unless reviewed and

102
saved from repeal through reenactment by the Legislature.

103 Section 2. Subsection (4) is added to section 560.312,
104 Florida Statutes, and subsection (1) of that section is
105 reenacted, to read:
106 560.312 Database of payment instrument transactions;
107 confidentiality.—
108 (1) Payment instrument transaction information held by the
109 office pursuant to s. 560.310 which identifies a licensee,
110 payor, payee, or conductor is confidential and exempt from s.
111 119.07(1) and s. 24(a), Art. I of the State Constitution.
112
(4) Subsection (1) is subject to the Open Government Sunset

113
Review Act in accordance with s. 119.15 and shall stand repealed

114
on October 2, 2031, unless reviewed and saved from repeal

115
through reenactment by the Legislature.

116 Section 3. Section 560.4041, Florida Statutes, is amended
117 to read:
118 560.4041 Database for deferred presentment providers;
119 public records exemption.—
120
(1)
Information that identifies a drawer or a deferred
121 presentment provider contained in the database authorized under
122 s. 560.404 is confidential and exempt from s. 119.07(1) and s.
123 24(a), Art. I of the State Constitution. A deferred presentment
124 provider may access information that it has entered into the
125 database and may obtain an eligibility determination for a
126 particular drawer based on information in the database.
127
(2) S
ubsection (1) is subject to the Open Government Sunset

128
Review Act in accordance with s. 119.15 and shall stand repealed

129
on October 2, 2031, unless reviewed and saved from repeal

130
through reenactment by the Legislature.

131 Section 4.
(
1)

The Legislature finds all of the following:

132
(a)

That it is a public necessity that all information

133
concerning an investigation or examination of a money services

134
business conducted by the Office of Financial Regulation

135
pursuant to chapter 560, Florida Statutes, including a consumer

136
complaint, be made confidential and exempt from s. 119.07(1),

137
Florida Statutes, and s. 24(a), Article I of the State

138
Constitution until the investigation or examination ceases to be

139
active. The Legislature further finds that such information

140
should remain confidential and exempt from s. 119.07(1), Florida

141
Statutes, and s. 24(a), Article I of the State Constitution

142
after the investigation or examination ceases to be active if

143
its disclosure would jeopardize the office’s investigations by

144
revealing techniques or procedures or otherwise reveal

145
information that is being used in another investigation, or if

146
disclosure would reveal personal financial information or a

147
confidential source.

148
(b)

That it is a public necessity that trade secrets or

149
personal financial information obtained by the office in the

150
course of an investigation or examination pursuant to chapter

151
560, Florida Statutes, be made confidential and exempt from s.

152
119.07(1), Florida Statutes, and s. 24(a), Article I of the

153
State Constitution, unless an administrative law judge or

154
circuit judge determines that the release of personal financial

155
information to the public is in the interest of justice.

156
(c)

That it is a public necessity that payment instrument

157
transaction information held by the office pursuant to s.

158
560.310, Florida Statutes, which identifies a licensee, payor,

159
payee, or conductor be made confidential and exempt from s.

160
119.07(1), Florida Statutes, and s. 24(a), Article I of the

161
State Constitution.

162
(d)

That it is a public necessity that deferred presentment

163
transaction information held by the office pursuant to s.

164
560.404, Florida Statutes, which identifies a drawer or a

165
deferred presentment provider be made confidential and exempt

166
from s. 119.07(1), Florida Statutes, and s. 24(a), Article I of

167
the State Constitution.

168
(2)

Information specified in
paragraphs (1)(a) and (b)
is

169
held by the office in conjunction with its investigations and

170
examinations of money services businesses, which include money

171
transmitters,
as defined in s. 560.103, Florida Statutes, as

172
amended by ch
apter
2025-100, Laws of Florida, to include

173
custodians of gold coin or silver coin. Custodians of gold coin

174
or silver coin are thus subject to investigation or examination

175
by the office. As a result, the office may receive sensitive

176
personal and financial information relating to such entities in

177
conjunction with its duties under chapter 560
, Florida Statutes
.

178
An exemption from public records requirements
provides
the same

179
protections to custodians of gold coin or silver coin
as
are

180
afforded to other money services businesses, thereby preventing

181
any disadvantage to these similarly regulated entities in

182
comparison to other entities currently
classified
as money

183
services businesses. An exemption from public records

184
requirements for reports of examinations, operations, or

185
condition, including working papers, is necessary to ensure the

186
office’s ability to effectively and efficiently administer its

187
examination and investigation duties. Examination and

188
investigation are essential components of financial institutions

189
regulation. They deter fraud and ensure the safety and soundness

190
of the financial system. Examinations also provide a means of

191
early detection of violations, allowing for corrective action to

192
be taken before any harm can be done.
Release of such

193
information could compromise the office’s investigations and

194
examinations, reveal investigative techniques, or result in the

195
disclosure of an individual’s personal financial information.

196
Such disclosure could also result in the release of inaccurate

197
information, which could harm the subject of the examination or

198
investigation, or otherwise impair commerce relating to money

199
services businesses.
The Legislature finds that there is little

200
public benefit derived from access to such information during

201
the office’s investigation or examination, and that the

202
exemption is narrowly tailored to allow for release except where

203
the public benefit is outweighed by harm to either the office’s

204
investigations or to individuals whose personal financial

205
information may be disclosed.

206
(3)

Information specified in paragraph
s
(1)(c) and (d) held

207
by the office in its database of payment instrument transactions

208
pursuant to s. 560.312, Florida Statutes, and deferred

209
presentment transactions pursuant to s. 560.404, Florida

210
Statutes, may include information
that
identifies money

211
transmitters, as defined in s. 560.103, Florida Statutes, as

212
amended by chapter 2025-100, Laws of Florida, to include

213
custodians of gold coin or silver coin. As a result, the office

214
may receive sensitive personal and financial information

215
relating to custodians of gold coin or silver coin that cash a

216
payment instrument exceeding $1,000 or d
e
ferred presentment

217
transactions for a particular person. An exemption from public

218
records requirements for custodians of gold
coin
and silver
coin

219
provides the same protections to custodians of gold coin or

220
silver coin as are afforded to other money services businesses,

221
thereby preventing any disadvantage to these similarly regulated

222
entities in comparison to other entities currently classified as

223
money services businesses. An exemption from public records

224
requirements for payment instrument transactions is necessary to

225
deter money laundering and identity theft and related crimes

226
through such custodians. The availability of this information to

227
the office will help increase premium collection, lower costs to

228
insurance carrie
r
s, and alleviate premium avoidance, as well as

229
reduce the cost of administering these public programs. However,

230
the public availability of payment instrument transaction or

231
deferred presentment transaction information would reveal

232
sensitive, personal financial information about payees and

233
conductors who use check-cashing and deferred presentment

234
programs
,
including paycheck amounts, salaries, and business

235
activities, as well as information regarding the financial

236
stability of these custodians. Such information is traditionally

237
private and sensitive. Protecting the confidentiality of
such

238
information that would identify these payees and custodians

239
would provide adequate protection for these persons while still

240
providing public oversight of the check-cashing and deferred

241
presentment programs. The public release of payment instrument

242
transaction and deferred presentment transaction information

243
would also identify licensees or payors and reveal business

244
transaction information that is traditionally private and could

245
be used by competitors to harm other licensees or payors in the

246
marketplace. If such information were publicly available,

247
competitors could determine the amount of business conducted by

248
other licensees or payors
.

249 Section 5. Subsection (15) is added to section 655.057,
250 Florida Statutes, and subsections (1) through (4), (6), and (10)
251 of that section are reenacted, to read:
252 655.057 Records; limited restrictions upon public access.—
253 (1) Except as otherwise provided in this section and except
254 for such portions thereof which are otherwise public record, all
255 records and information relating to an investigation by the
256 office are confidential and exempt from s. 119.07(1) and s.
257 24(a), Art. I of the State Constitution until such investigation
258 is completed or ceases to be active. For purposes of this
259 subsection, an investigation is considered “active” while such
260 investigation is being conducted by the office with a
261 reasonable, good faith belief that it may lead to the filing of
262 administrative, civil, or criminal proceedings. An investigation
263 does not cease to be active if the office is proceeding with
264 reasonable dispatch, and there is a good faith belief that
265 action may be initiated by the office or other administrative or
266 law enforcement agency. After an investigation is completed or
267 ceases to be active, portions of the records relating to the
268 investigation are confidential and exempt from s. 119.07(1) and
269 s. 24(a), Art. I of the State Constitution to the extent that
270 disclosure would:
271 (a) Jeopardize the integrity of another active
272 investigation;
273 (b) Impair the safety and soundness of the financial
274 institution;
275 (c) Reveal personal financial information;
276 (d) Reveal the identity of a confidential source;
277 (e) Defame or cause unwarranted damage to the good name or
278 reputation of an individual or jeopardize the safety of an
279 individual; or
280 (f) Reveal investigative techniques or procedures.
281 (2) Except as otherwise provided in this section and except
282 for such portions thereof which are public record, reports of
283 examinations, operations, or condition, including working
284 papers, or portions thereof, prepared by, or for the use of, the
285 office or any state or federal agency responsible for the
286 regulation or supervision of financial institutions in this
287 state are confidential and exempt from s. 119.07(1) and s.
288 24(a), Art. I of the State Constitution. However, such reports
289 or papers or portions thereof may be released to:
290 (a) The financial institution under examination;
291 (b) Any holding company of which the financial institution
292 is a subsidiary;
293 (c) Proposed purchasers if necessary to protect the
294 continued financial viability of the financial institution, upon
295 prior approval by the board of directors of such institution;
296 (d) Persons proposing in good faith to acquire a
297 controlling interest in or to merge with the financial
298 institution, upon prior approval by the board of directors of
299 such financial institution;
300 (e) Any officer, director, committee member, employee,
301 attorney, auditor, or independent auditor officially connected
302 with the financial institution, holding company, proposed
303 purchaser, or person seeking to acquire a controlling interest
304 in or merge with the financial institution; or
305 (f) A fidelity insurance company, upon approval of the
306 financial institution’s board of directors. However, a fidelity
307 insurance company may receive only that portion of an
308 examination report relating to a claim or investigation being
309 conducted by such fidelity insurance company.
310 (g) Examination, operation, or condition reports of a
311 financial institution shall be released by the office within 1
312 year after the appointment of a liquidator, receiver, or
313 conservator to the financial institution. However, any portion
314 of such reports which discloses the identities of depositors,
315 bondholders, members, borrowers, or stockholders, other than
316 directors, officers, or controlling stockholders of the
317 institution, shall remain confidential and exempt from s.
318 119.07(1) and s. 24(a), Art. I of the State Constitution.
319
320 Any confidential information or records obtained from the office
321 pursuant to this subsection shall be maintained as confidential
322 and exempt from s. 119.07(1) and s. 24(a), Art. I of the State
323 Constitution.
324 (3) Except as otherwise provided in this section and except
325 for those portions that are otherwise public record, after an
326 investigation relating to an informal enforcement action is
327 completed or ceases to be active, informal enforcement actions
328 are confidential and exempt from s. 119.07(1) and s. 24(a), Art.
329 I of the State Constitution to the extent that disclosure would:
330 (a) Jeopardize the integrity of another active
331 investigation.
332 (b) Impair the safety and soundness of the financial
333 institution.
334 (c) Reveal personal financial information.
335 (d) Reveal the identity of a confidential source.
336 (e) Defame or cause unwarranted damage to the good name or
337 reputation of an individual or jeopardize the safety of an
338 individual.
339 (f) Reveal investigative techniques or procedures.
340 (4) Except as otherwise provided in this section and except
341 for those portions that are otherwise public record, trade
342 secrets as defined in s. 688.002 which comply with s. 655.0591
343 and which are held by the office in accordance with its
344 statutory duties with respect to the financial institutions
345 codes are confidential and exempt from s. 119.07(1) and s.
346 24(a), Art. I of the State Constitution.
347 (6) This section does not prevent or restrict:
348 (a) Publishing reports that are required to be submitted to
349 the office pursuant to s. 655.045(2) or required by applicable
350 federal statutes or regulations to be published.
351 (b) Furnishing records or information to any other state,
352 federal, or foreign agency responsible for the regulation or
353 supervision of financial institutions.
354 (c) Disclosing or publishing summaries of the condition of
355 financial institutions and general economic and similar
356 statistics and data, provided that the identity of a particular
357 financial institution is not disclosed.
358 (d) Reporting any suspected criminal activity, with
359 supporting documents and information, to appropriate law
360 enforcement and prosecutorial agencies.
361 (e) Furnishing information upon request to the Chief
362 Financial Officer or the Division of Treasury of the Department
363 of Financial Services regarding the financial condition of any
364 financial institution that is, or has applied to be, designated
365 as a qualified public depository pursuant to chapter 280.
366 (f) Furnishing information to Federal Home Loan Banks
367 regarding its member institutions pursuant to an information
368 sharing agreement between the Federal Home Loan Banks and the
369 office.
370
371 Any confidential information or records obtained from the office
372 pursuant to this subsection shall be maintained as confidential
373 and exempt from s. 119.07(1) and s. 24(a), Art. I of the State
374 Constitution.
375 (10) Materials supplied to the office or to employees of
376 any financial institution by other state or federal governmental
377 agencies remain the property of the submitting agency or the
378 corporation, and any document request must be made to the
379 appropriate agency. Any confidential documents supplied to the
380 office or to employees of any financial institution by other
381 state or federal governmental agencies are confidential and
382 exempt from s. 119.07(1) and s. 24(a), Art. I of the State
383 Constitution. Such information shall be made public only with
384 the consent of such agency or the corporation.
385
(15) Subsections (1)-(4), (6), and (10) are subject to the

386
Open Government Sunset Review Act in accordance with s. 119.15

387
and are repealed October 2, 2031, unless reviewed and saved from

388
repeal through reenactment by the Legislature.

389 Section 6.
(1)

The Legislature finds
that it is

a public

390
necessity that all records and information relating to an

391
investigation by the Office of Financial Regulation undertaken

392
pursuant to chapter 655, Florida Statutes, be made confidential

393
and exempt from s. 119.07(1), Florida Statutes, and s. 24(a),

394
Article I of the State Constitution until the investigation

395
ceases to be active. The Legislature further finds that such

396
information should remain confidential and exempt from s.

397
119.07(1), Florida Statutes, and s. 24(a), Article I of the

398
State Constitution after the investigation ceases to be active

399
if its disclosure would jeopardize the office’s investigations

400
by revealing techniques or procedures, or otherwise reveal

401
information that is being used in another investigation; reveal

402
personal financial information or a confidential source; or

403
defame or cause unwarranted damage to an individual’s reputation

404
or jeopardize his or her safety.

405
(2)

Information specified in
s. 655.057
(1)-(4), (6), and

406
(10)
is held by the office in conjunction with investigations of

407
financial institutions
which
may include records concerning gold

408
coin
or silver coin products or services offered by such

409
institutions
,
as authorized
in
s. 215.986(2)(e)
, Florida

410
Statutes
,
enacted in
ch
apter
2025-100, Laws of Florida
.
As a

411
result, the office may receive sensitive personal and financial

412
information relating to such
institutions
in conjunction with

413
its duties under chapter 655
, Florida Statutes
. An exemption

414
from public records requirements
provides
the same protections

415
to custodians of gold coin or silver coin
as
are afforded to

416
other financial institutions, thereby preventing any

417
disadvantage to these similarly regulated entities in comparison

418
to other entities currently
classified
as financial

419
institutions. An exemption from public records requirements for

420
reports of examinations, operations, or condition, including

421
working papers, is necessary to ensure the office’s ability to

422
effectively and efficiently administer its examination and

423
investigation duties. Examination and investigation are

424
essential components of financial institutions regulation. They

425
deter fraud and ensure the safety and soundness of the financial

426
system. Examinations also provide a means of early detection of

427
violations, allowing for corrective action to be taken before

428
any harm can be done.

429
(
3)

The Legislature finds that it is a public necessity to

430
make confidential and exempt from s. 119.07(1), Florida

431
Statutes, and s. 24(a), Article I of the State Constitution

432
records and information relating to an investigation by the

433
Office of Financial Regulation; portions of records relating to

434
a completed or inactive investigation by the office which would

435
jeopardize the integrity of another active investigation, impair

436
the safety and soundness of the financial institution, reveal

437
personal financial information, reveal the identity of a

438
confidential source, defame or cause unwarranted damage to the

439
good name or reputation of an individual or jeopardize the

440
safety of an individual, or reveal investigative techniques or

441
procedures; reports of examinations, operations, or condition,

442
including working papers, or portions thereof, prepared by, or

443
for the use of, the office or any state or federal agency

444
responsible for the regulation or supervision of financial

445
institutions in this state, until 1 year after the appointment

446
of a liquidator; any portion of such reports which discloses the

447
identities of depositors, bondholders, members, borrowers, or

448
stockholders, other than directors, officers, or controlling

449
stockholders of the institution; trade secrets held by the

450
office in accordance with its statutory duties under ch
apter

451
655,
Florida Statutes,
unless an administrative law judge or

452
circuit
judge determines that the release of personal financial

453
information to the public is in the interest of justice; and

454
materials supplied to the office or to employees of any

455
financial institution by other state or federal governmental

456
agencies.

457
(4)

Release of i
nformation specified in
s. 655.057
(1)-(4),

458
(6), and (10) could compromise the office’s investigations and

459
examinations, reveal investigative techniques, result in the

460
disclosure of an individual’s personal financial information, or

461
defame or cause unwarranted damage to the good name or

462
reputation of an individual or entity or jeopardize his or her

463
safety. Such disclosure could also result in the spread of

464
inaccurate information, which could harm the subject of the

465
examination or investigation, or otherwise impair commerce

466
conducted by financial institutions in this state
. Any portion

467
of a record or information relating to an investigation or

468
examination which reveals personal financial information or the

469
identity of a confidential source may defame, or cause

470
unwarranted damage to the good name or reputation of, those

471
individuals, or jeopardize their safety.

472
(
5
)

A trade secret derives independent economic value,

473
actual or potential, from not being generally known to, and not

474
readily ascertainable by, other persons who can obtain economic

475
value from the disclosure or use of the trade secret. Without an

476
exemption for a trade secret held by the office in accordance

477
with its duties prescribed by ch
apter
655,
Florida Statutes,

478
that trade secret becomes a public record when received and must

479
be divulged upon request. Divulging a trade secret under the

480
public records law would give business competitors an unfair

481
advantage and destroy the value of that property, causing a

482
financial loss to the person or entity submitting the trade

483
secret and weakening the position of that person or entity in

484
the marketplace.

485
(
6
)

The Legislature finds that there is little public

486
benefit derived from access to such information during the

487
office’s investigation, and that the exemption is narrowly

488
tailored to allow for release except
when
the public benefit is

489
outweighed by harm
to individuals or institutions,

when
the

490
disclosure would jeopardize other investigations, reveal the

491
office’s investigative techniques or procedures, or expose

492
personal financial information or a confidential source.

493 Section 7. Subsection (7) of section 655.50, Florida
494 Statutes, is amended, and paragraph (d) of subsection (5) of
495 this section is reenacted, to read:
496 655.50 Florida Control of Money Laundering and Terrorist
497 Financing in Financial Institutions Act.—
498 (5) A financial institution shall keep a record of each
499 financial transaction occurring in this state known to it which
500 involves currency or other monetary instrument, as the
501 commission prescribes by rule, has a value greater than $10,000,
502 and involves the proceeds of specified unlawful activity, or is
503 designed to evade the reporting requirements of this section,
504 chapter 896, or similar state or federal law, or which the
505 financial institution reasonably believes is suspicious
506 activity. Each financial institution shall maintain appropriate
507 procedures to ensure compliance with this section, chapter 896,
508 and other similar state or federal law. Any report of suspicious
509 activity made pursuant to this subsection is entitled to the
510 same confidentiality provided under 31 C.F.R. s. 1020.320,
511 whether the report or information pertaining to or identifying
512 the report is in the possession or control of the office or the
513 reporting institution.
514 (d) Each financial institution shall file a report of the
515 records required under this subsection with the office. Each
516 report shall be filed at such time and must contain such
517 information as the commission requires by rule.
518 (7) All reports and records filed with the office pursuant
519 to this section are confidential and exempt from s. 119.07(1)
520
and s. 24(a), Art. I of the State Constitution
. However, the
521 office shall provide any report filed pursuant to this section,
522 or information contained therein, to federal, state, and local
523 law enforcement and prosecutorial agencies, and any federal or
524 state agency responsible for the regulation or supervision of
525 financial institutions.
526 Section 8.
(1)

The Legislature finds that it is a public

527
necessity that all reports and records filed with the
Office of

528
Financial Regulation
be made confidential and exempt from s.

529
119.07(1), Florida Statutes, and s. 24(a), Article I of the

530
State Constitution unless disclosure is requested by a federal,

531
state, or local law enforcement or prosecutorial agency
or
any

532
federal or state agency responsible for the regulation or

533
supervision of financial institutions. Information regarding

534
potential money laundering or terrorism must be safeguarded to

535
prevent the potential offender from being tipped off or

536
circumventing an investigation conducted by the
o
ffice, and

537
disclosure of such information
could harm the office’s

538
investigations.

539
(2)

These reports and records are held by the office in

540
conjunction with its duties pursuant to 31 U.S.C. s. 5313 and 31

541
C.F.R. part 1020 and its investigations of financial

542
institutions’ transactions involving monetary instruments

543
concerning gold
coin
or silver coin products or services offered

544
by such institutions
,
as authorized
in
s. 215.986(2)(e)
, Florida

545
Statutes
,
enacted in
ch
apter
2025-100, Laws of Florida
,
to

546
include any transactions involving gold coin
or
silver coin

547
products or services offered by such financial institutions. As

548
a result, the office may receive sensitive personal and

549
financial information relating to such entities in conjunction

550
with its duties under chapter 655
, Florida Statutes
. An

551
exemption from public records requirements
provides
the same

552
protections to custodians of gold coin or silver coin
as
are

553
afforded to other financial institutions, thereby preventing any

554
disadvantage to these similarly regulated entities in comparison

555
to other entities currently
classified
as financial

556
institutions. An exemption from public records requirements for

557
reports and records submitted to the office is necessary to

558
ensure the office’s ability to effectively and efficiently

559
administer its investigation duties. Examination and

560
investigation are essential components of financial institutions

561
regulation. They deter fraud and ensure the safety and soundness

562
of the financial system. Examinations also provide a means of

563
early detection of violations, allowing for corrective action to

564
be taken before any harm can be done.

565 Section 9. This act shall take effect on the same date that
566 sections 1 through 15 of chapter 2025-100, Laws of Florida,
567 become effective.