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US sanctions list alone insufficient for EU bank account refusal, court rules

Created at 11 Jun · 4:52 PM1 source↑ Market-relevant
IN SHORT

The Court of Justice of the European Union ruled that inclusion on a U.S. sanctions list is not sufficient grounds for an EU bank to refuse opening an account. Banks must conduct individual risk assessments for anti-money laundering and counter-terrorism financing.

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Key Numbers

C-81/24court case number

Who's Involved

Court of Justice of the European Union
ruled that U.S. sanctions alone are insufficient for EU bank account refusal
Nova Kreditna Banka Maribor
Slovenian bank that refused an account based on U.S. sanctions list
OTP Group
acquired the Slovenian bank and stated compliance with AML/FT rules
U.S. Office of Foreign Assets Control (OFAC)
enforces U.S. economic and trade sanctions

↳ Why This Matters

This ruling clarifies that EU banks cannot solely rely on U.S. sanctions lists to deny services, reinforcing the need for individualized risk assessments and potentially impacting how financial institutions manage compliance with international sanctions.

Key facts

  • Inclusion on a U.S. sanctions list is not sufficient on its own for an EU bank to refuse opening an account.
  • Banks must conduct individual risk assessments for anti-money laundering and counter-terrorism financing.
  • A Slovenian bank previously refused an account to an individual solely based on their U.S. OFAC sanctions list inclusion.
  • The individual in question was not convicted of a crime leading to sanctions and was not sanctioned by the EU or Slovenia.
  • OTP Group affirmed its commitment to compliance and individualized risk assessments.

The Court of Justice of the European Union has ruled that being placed on a United States sanctions list is not, by itself, a sufficient reason for a European Union bank to refuse to open a basic bank account for an individual. The ruling came after a Slovenian bank, formerly Nova Kreditna Banka Maribor and now part of OTP Group, denied an account to a consumer listed by the U.S. Office of Foreign Assets Control (OFAC).

The court noted that the individual was not convicted of any crime that led to their inclusion on the OFAC list and was not subject to sanctions imposed by the United Nations, the European Union, or Slovenia. While acknowledging that inclusion on such lists can be a relevant factor in assessing money laundering and terrorist financing risks, the court emphasized that it does not automatically prohibit a bank from establishing a business relationship.

According to the court's statement, any legal EU resident has the right to open and use a basic bank account, provided they comply with anti-money laundering and anti-terrorism rules. OTP Group responded by stating its full compliance with applicable legislation and regulatory requirements, including AML/FT, and confirmed that banks are obliged to conduct proper, individualized risk assessments, which has been their practice.

Frequently asked questions

The case concerned whether a bank in the European Union could refuse to open an account for an individual solely because they were on a U.S. sanctions list.

The ruling clarifies that U.S. sanctions list inclusion alone is not enough to deny an EU bank account; banks must perform their own risk assessments.

EU banks must comply with anti-money laundering and anti-terrorism financing rules, which involves conducting individualized risk assessments, even for individuals on third-country sanctions lists.

What Happens Next

01Banks will continue to conduct individualized risk assessments for potential customers.
02The U.S. Treasury Department has not yet commented on the ruling.

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Cadence

How It Developed

A Slovenian bank refused to open an account for an individual on a U.S. OFAC sanctions list.
The individual was not convicted of a crime leading to sanctions and was not sanctioned by the EU or Slovenia.
The Court of Justice of the European Union ruled that U.S. sanctions alone do not prohibit opening an EU bank account.
Banks must still comply with anti-money laundering and anti-terrorism financing rules through individual risk assessments.
OTP Group stated it complies with all regulations and conducts individualized risk assessments.

Sources

T1
Being on US sanctions list not sufficient to refuse EU bank account, court rulesReuters via PiQSuite

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