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Wednesday, December 13, 1972

The Two Guarantee Agreements (S.G.A. & E.F.G.S.)

Our Sterling Guarantee Agreement with the British Government

includes provision whereby part of the banking system's sterling reserves are

counted as official reserves for the purposes of the guarantee. The banking

system's sterling assets differ in important respects from the Government's,

both as to the purpose for which they are held and the form in which they

are invested. They are held by a large number of banks, some large and some

small, they fluctuate widely, and they must at all times be available to meet

the banks' obligations, a large part of which are in the form of Hong Kong

dollar liabilities. It was not easy to devise a system of bringing these

funds within the protection of the Sterling Guarantee Agreement while retaining

their essential purpose and character. The solution adopted was the Exchange

Fund Guarantee Scheme whereby the Exchange Fund entered into a series of

guarantee agreements with the banks which wished to participate. (To limit

the cost of this scheme to the Exchange Fund those banks which did choose to

join were required at all times to keep a substantial proportion of their

external funds within the scheme). The operation of the scheme, coupled with

Exchange Control restrictions on the Authorized Banks, meant that a very high

proportion of the banks' external assets, which were steadily increasing anyway,

came to be covered over the last four years.

I should like to emphasize here the main differences between the

Sterling Guarantee Agreement with the British Government and the Exchange Fund

Guarantee Scheme with the banks. Under the Sterling Guarantee Agreement the

British Government guarantees without charge the U.S. dollar value of 90% of the

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