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Article 77Special Provisions on Investment of Surplus Funds

第七十七条(余裕金の運用の特例)

In investing surplus funds arising in the course of retirement allowance mutual aid operations, the Organization must not use any method other than the following:

機構は、退職金共済業務に係る業務上の余裕金を運用するに当たつては、次に掲げる方法以外の方法によつてはならない。

acquisition of national government bonds, local government bonds, government-guaranteed bonds (meaning bonds for which the government guarantees the redemption of principal and the payment of interest), and other securities designated by the Minister of Health, Labour and Welfare;

国債、地方債、政府保証債(その元本の償還及び利息の支払について政府が保証する債券をいう。)その他厚生労働大臣の指定する有価証券の取得

deposits with banks and other financial institutions designated by the Minister of Health, Labour and Welfare;

銀行その他厚生労働大臣の指定する金融機関への預金

trusts with a financial institution engaged in trust business or with a trust company (for a trust that specifies the method of investment (excluding a trust made by concluding, with a financial instruments business operator (meaning a financial instruments business operator prescribed in Article 2, paragraph (9) of the Financial Instruments and Exchange Act), a discretionary investment contract (meaning a contract prescribed in Article 2, paragraph (8), item (xii), (b) of that Act) that is specified by Cabinet Order), limited to one designated by the Minister of Health, Labour and Welfare);

信託業務を営む金融機関又は信託会社への信託(運用方法を特定する信託(金融商品取引業者(金融商品取引法第二条第九項に規定する金融商品取引業者をいう。)との投資一任契約(同条第八項第十二号ロに規定する契約をいう。)であつて政令で定めるものの締結によるものを除く。)については、厚生労働大臣の指定するものに限る。)

acquisition of real property designated by the Minister of Health, Labour and Welfare;

厚生労働大臣の指定する不動産の取得

payment of premiums for life insurance under which a covered employee is the insured (limited to insurance under which the event giving rise to the payment of the insurance benefit is the retirement of the insured, in the investment of surplus funds arising in the course of retirement allowance mutual aid operations other than specified-industry surplus funds, or the insured's falling under a ground listed in the items of Article 43, paragraph (1) (including as applied pursuant to paragraphs (2) and (3) of that Article), in the investment of specified-industry surplus funds);

被共済者を被保険者とする生命保険(特定業種余裕金以外の退職金共済業務に係る業務上の余裕金の運用にあつては被保険者の退職を、特定業種余裕金の運用にあつては被保険者が第四十三条第一項各号(同条第二項及び第三項の規定により適用する場合を含む。)に掲げる事由に該当することをそれぞれ保険金の支払事由とするものに限る。)の保険料の払込み

deposits with the Fiscal Loan Fund.

財政融資資金への預託

Trust property (excluding money and the securities prescribed in item (i) of the preceding paragraph) that comes to belong to the Organization upon the termination or partial cancellation of a trust under the provisions of item (iii) of the preceding paragraph must be invested immediately by the method listed in item (iii) of the preceding paragraph.

前項第三号の規定による信託の終了又は一部の解約により機構に帰属することとなる信託財産(金銭及び同項第一号に規定する有価証券を除く。)は、直ちに、同項第三号に掲げる方法により運用しなければならない。

In investing surplus funds arising in the course of retirement allowance mutual aid operations, consideration must be given to ensuring, to the extent that safe and efficient investment is not impaired, that the funds are lent as far as possible as business funds for small and medium-sized enterprises or as funds for promoting the welfare of their employees.

退職金共済業務に係る業務上の余裕金の運用については、安全かつ効率的な運用を害しない範囲内で、できるだけ中小企業者の事業資金又はその従業員の福祉を増進するための資金に融通されるように配慮されなければならない。

The provisions of do not apply to the retirement allowance mutual aid operations of the Organization.

機構の退職金共済業務については、の規定は、適用しない。

The Organization may, as provided for by Order of the Ministry of Health, Labour and Welfare, pool and invest the surplus funds arising in the course of general small and medium-sized enterprise retirement allowance mutual aid operations and specified-industry retirement allowance mutual aid operations.

機構は、厚生労働省令で定めるところにより、一般の中小企業退職金共済業務及び特定業種退職金共済業務に係る業務上の余裕金を合同して運用することができる。

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