SECRET (ORIEL)

A

The Governor of Hong Kong confirmed that this was the case.

4. We have been aware for some months that HKSB were actively

looking for opportunities to acquire an interest in a bank outside

Hong Kong. The news, conveyed to the PUS on 11 November by the

Governor of the Bank of England, that HKSB and Midland Bank were on

the point of agreement, was therefore not unexpected. Details of

the agreement are in the attached draft letter.

5. What is proposed is less that acquisition of a controlling interest (for which Bank of England approval would be necessary).

It is also quite distinct from a merger and there is also no

question of control of HKSB moving from Hong Kong. It therefore

falls within the limits of what the Prime Minister has said would be

acceptable to HMG. The fact that the Bank of England's approval

would be required before HKSB could increase its share in Midland

Bank (and that HKSB will undertake not to do so for a period of

years without the consent of Midland Bank) provides useful

reassurance about the likely future course of events.

6. We have consulted the Governor of Hong Kong. His preliminary views are attached. His advice is that we should arrange for the

Chinese to be informed informally in advance of any announcements.

I so recommend, and am preparing suitable instructions which will

need to issue today.

A. R. Pawc

A R Paul

SECRET (ORIEL)

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