Saturday, 7 June 2025

The Stablecoins Ordinance: A Milestone in Safeguarding Consumer Protection for Virtual Assets - Will Stablecoin Holders Finally Feel “Stable” ?

(A) Introduction

On 21 May 2025, Hong Kong’s Legislative Council passed the Stablecoins Bill, establishing a licensing regime for fiat-referenced stablecoins (FRS) issuers in Hong Kong and further enhancing Hong Kong’s regulatory framework on virtual-asset (VA) activities.[1][2] This marks a significant milestone in crypto regulation. The Stablecoins Ordinance (the “Ordinance”) was gazetted on 30 May 2025[3] and will take effect on 1 August 2025.[4] As stated in its preamble, the Ordinance aims to provide for the supervision of stablecoin-related activities and to provide the Monetary Authority (“HKMA”) with investigatory and enforcement powers.[5] The Ordinance is the first stablecoin regulation in Asia and carries significant weight in global crypto regulation.

Subsequently, on 26 May 2025, the HKMA published two consultation papers, namely “Consultation Draft Guideline on Supervision of Licensed Stablecoin Issuers” (“Consultation Draft Guideline”) and “Consultation Paper on the Proposed AML/CFT Requirements for Regulated Stablecoin Activities”.[6] The Consultation Draft Guideline specifically aims to enhance protections for stablecoin holders by outlining the HKMA's expectations for licensees regarding minimum ongoing requirements.[7] 

This article examines the scope of consumer protection under the Ordinance and highlights its potential limitation.

 

(B) Key Consumer Protections under the Ordinance


        The Ordinance aims to protect consumers through transparency, financial safeguards and robust enforcement mechanisms, ensuring they are properly informed of risks, how their funds are protected, and that licensees must meet strict regulatory standards.

  1. Mandatory Licensing & Strict Criteria: Only licensees can issue a specified stablecoin in Hong Kong in the course of business; (ii) issues a specific stablecoin in a place outside Hong Kong in the course of business, and the stablecoin purports to maintain a stable value with reference (whether wholly or partly) to the Hong Kong dollar; or (iii) carries on an activity otherwise designated by the HKMA.[8] Licensees must meet minimum criteria, including:[9] (1) being a company incorporated in Hong Kong or an authorised institution incorporated outside Hong Kong;[10] and (2) maintaining adequate financial resources and liquid assets to meet all actual and contingent obligations as they will or may fall due.[11] Unlicensed operation is a criminal offence, punishable by fines up to HK$500,000 and imprisonment (up to 7 years on indictment; up to 2 years summarily). Further, the HKMA can suspend or revoke licenses for non-compliance.[12]
  2. Reserve Asset Requirements: The HKMA imposes strict conditions on the administration, maintenance, management, composition, use and regulation of reserve assets.[13] Licensees must (1) maintain segregated, high-quality, highly liquid reserve assets with minimal risk to fully back issued stablecoins,[14] (2) implement adequate risk management policies for managing these assets[15] and (3) establish control systems ensuring regular independent attestation and audit.[16]
  3. Insolvency Protection for Holders: Creditors' voluntary winding-up procedures (Companies (Winding Up) Ordinance Cap. 32) do not apply to licensees.[17] Licensees must ensure that each specified reserve assets pool is adequately protected against claims by other creditors of the licensees in all circumstances and is kept separate from any other funds paid to or maintained or received by the licensees.[18] Further, licensees must ensure stablecoin holders can redeem tokens at their full face value in the referenced currency as soon as practicable, without unduly burdensome conditions or unreasonable fees.[19] Besides, licensees must, in respect of each type of specified stablecoins issued by the licensee, provide each holder, exercisable upon the licensee’s insolvency, the right to direct the disposal of the specified reserve assets pool to redeem all the outstanding stablecoins of that type on a pro rata basis; and (2) claim against the licensees for any shortfall if disposal proceeds are insufficient for full redemption.[20] To protect assets and ensure orderly handling during financial distress or winding-up, the HKMA can appoint a statutory manager.[21] This mechanism safeguards customer funds even if the licensee fails.
  4. Disclosure Obligations: The register of licensees must be made available for public inspection as specified by the HKMA.[22] Licensees must display license numbers on all advertising materials/consumer-facing interfaces,[23] immediately report to the HKMA if likely to become insolvent or unable to meet obligations.[24] Failure to comply is a criminal offence. For missing license number, the offence punishable by a fine at level 6 and in the case of a continuing offence, to further fine of $10,000 for every day during which the offence continues.[25] For failure to report, the offence punishable on summary conviction by a level 6 fine and imprisonment for 6 months, and on conviction on indictment by a fine of $400,000 and imprisonment for 2 years; in the case of a continuing offence, a further fine of $10,000 for every day during which the offence continues also applies.[26] This allows for early intervention by the HKMA, including the appointment of a statutory manager to take control of the licensee’s affairs,[27] the revocation of the licence[28] and temporary suspension of the licence[29] to prevent further customer losses.
  5. Preventing Fraud & Misconduct: It is an offence in a transaction involving a specified stablecoin to: (a) use any device, scheme, or artifice with intent to defraud or deceive; (b) engage in fraudulent, deceptive, or deceitful conduct or business activities; or (c) make fraudulent or reckless misrepresentations to induce others to acquire or subscribe for specified stablecoins.[30] Further, a person must not publish, or possess for publication, an advertisement or document knowingly holding someone out as issuing or offering specified stablecoins, unless an exemption applies.[31]
  6. HKMA’s Investigation and Enforcement Power: The HKMA has broad powers to investigate suspected breaches of the Ordinance,[32] including the power to compel the production of documents[33] and require answers to be verified by statutory declaration.[34] Failure to comply with these investigative demands is an offence.[35]

 

(C) Potential Limitation

 

The requirement for licensees to report inability to meet obligations or change of circumstances "immediately"[36] or "as soon as practicable"[37] lacks precise definition, potentially creating ambiguity in compliance.

 

(D) Conclusion

 

    In conclusion, the Stablecoins Ordinance is a significant step forward in protecting stablecoin holder rights within the virtual asset ecosystem by requiring licensees to maintain adequate reserves and adhere to strict supervision and transparent operations. Licensees must act honestly and fairly in holders' best interests, providing fair, clear, and non-misleading communications. That said, greater clarity is needed on disclosure timeframes. Further, the future regulatory landscape may evolve towards setting a higher standard of care and exploring trust structures for backing assets (exemplified in the UK Financial Conduct Authority's Consultation Paper "CP25/14: Stablecoin Issuance and Cryptoasset Custody") [38], further strengthening protections for stablecoin holders in cases of licensees failure. 

 

 



[1] https://www.hkma.gov.hk/eng/news-and-media/press-releases/2025/05/20250521-3/

[2] Under Section 3(1) of Stablecoins Ordinance,“stablecoin” is defined as a cryptographically secured digital representation of value that (a) is expressed as a unit of account or store of economic value; (b) is used, or intended to be used, as publicly accepted medium of exchange for payment for goods or services, discharge of a debt and/or investment; (c) can be transferred, stored or traded electronically; (d) is operated on a distributed ledger or similar information repository; and (e) purports to maintain a stable value with reference to a single asset, or a pool or basket of assets. Under Section 3(2) of Stablecoins Ordinance, the above definition excludes a digital representation of value that is issued by a central bank (or an entity performing the functions of, or authorised by, a central bank) or a government (or an entity authorised by a government to issue currency) or otherwise falls within the scope of other regulation; namely, the Anti-Money Laundering and Counter-Terrorist Financing Ordinance (Cap. 615)(which applies to limited purpose digital tokens); the Securities and Futures Ordinance (Cap. 571) (which applies to securities or futures contracts); the Payment Systems and Stored Value Facilities Ordinance (Cap. 584) (which applies to floats or SVF deposits); and the Banking Ordinance (Cap. 155) (which applies to deposits).

[3]https://www.gld.gov.hk/egazette/english/gazette/volume.php?year=2025&vol=29&no=22&extra=0&type=1

[4]https://www.gld.gov.hk/egazette/english/gazette/file.php?year=2025&vol=29&no=23&extra=0&type=2&number=125

[5] Preamble, Stablecoins Ordinance

[6] https://www.hkma.gov.hk/eng/regulatory-resources/consultations/open/

[7]https://www.hkma.gov.hk/media/eng/regulatory-resources/consultations/20250526_Consultation_on_Draft_Guideline_on_Supervision_of_Licensed_Stablecoin_Issuers.pdf

[8] Section 5(1) and Section 8, Stablecoins Ordinance

[9] Section 24 and Schedule 2, Stablecoins Ordinance

[10] Section 14, Stablecoins Ordinance

[11] Section 4 of Schedule 2, Stablecoins Ordinance

[12] Section 28, 33, Stablecoins Ordinance

[13] Section 17(2)(b), Stablecoins Ordinance

[14] Section 5(4) of Schedule 2, Stablecoins Ordinance

[15] Section 5(6)(a) of Schedule 2, Stablecoins Ordinance

[16] Section 5(6)(b) of Schedule 2, Stablecoins Ordinance

[17] Section 98(1), Stablecoins Ordinance

[18] Section 5(4) of Schedule 2, Stablecoins Ordinance

[19] Section 6(2) of Schedule 2, Stablecoins Ordinance

[20] Section 6(4) of Schedule 2, Stablecoins Ordinance

[21] Section 80, Stablecoins Ordinance

[22] Section 21, Stablecoins Ordinance

[23] Section 23, Stablecoins Ordinance

[24] Section 25, Stablecoins Ordinance

[25] Section 23(2), Stablecoins Ordinance

[26] Section 25(2), Stablecoins Ordinance

[27] Section 80, Stablecoins Ordinance

[28] Section 28, Stablecoins Ordinance

[29] Section 32, Stablecoins Ordinance

[30] Sections 11-12, Stablecoins Ordinance

[31] Section 10, Stablecoins Ordinance

[32] Section 116, Stablecoins Ordinance

[33] Section 117, Stablecoins Ordinance

[34] Section 118, Stablecoins Ordinance

[35] Section 120, Stablecoins Ordinance

[36] Section 25(1)(a), Stablecoins Ordinance

[37] Section 27(2), Stablecoins Ordinance

[38] Page 22, Consultation Paper CP25/14: Stablecoin Issuance and Cryptoasset Custody published by UK Financial Conduct Authority. Reference: https://www.fca.org.uk/publication/consultation/cp25-14.pdf

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