JAIIB · PPB

Banker customer relationship

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Principles and Practices of Banking — JAIIB.

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Q

What is the legal nature of the relationship between a banker and a customer when a deposit is made?

A

When a customer deposits money, the relationship is that of debtor and creditor — the bank becomes the debtor and the customer becomes the creditor, as the bank borrows the money and is obligated to repay it on demand.

Q

What is the fiduciary relationship between a bank and its customer when managing investments?

A

Bank acts as trustee with duty of loyalty and care.

Q

Who is defined as a 'customer' of a bank under general banking law?

A

A customer is a person who has some sort of account with the bank or who habitually uses the banking services; even a single transaction can establish the relationship if there is an intention to continue dealing with the bank.

Q

What is the legal position of a bank when it accepts valuables for safe custody?

A

Bank acts as bailee and is responsible for safekeeping.

Q

What landmark case established that the banker-customer relationship is primarily one of debtor and creditor?

A

The case of Foley v. Hill (1848) established that when a customer deposits money, the bank becomes the debtor and the customer the creditor, and the bank is not a trustee of the deposited funds.

Q

What is the relationship between a bank and customer in the context of a power of attorney?

A

Bank acts as agent under the authority granted by customer.

Q

In what capacity does a bank act when it collects cheques on behalf of its customer?

A

When a bank collects cheques on behalf of a customer, it acts as an agent of the customer, and the principal-agent relationship exists between the customer and the bank for that transaction.

Q

What right does a bank have to combine multiple accounts of the same customer?

A

Right of combination allows merging accounts to recover dues.

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