Could the Wells Fargo $3.7bn settlement have an impact on the bonus pool?

As we are approaching bonus szn I am curious to know if WF bankers should be concerned about the news regarding the $3.7bn settlement over irregularities in the auto loan business. The bank had the pay a 1.7bn fine plus over 2bn in compensation to clients. 

This year WF is not down so bad compared to most BB, do you think this setback could affect the already damaged bonus pool even though this contingency was caused by the retail business line and was possibly partially provisioned?

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Most probably will not effect the bonus pool for 2 reasons: 

- This is a legal settlement so it means the WF legal team must have been working on this for a while. The bank probably already self provisioned in the last quarters, so this shouldn't come as a surprise 

- This sanction has nothing to do with the investment banking arm of WF, so probably it will impact other budgets and bonuses. WF has paid over 12bn in fines in the last decade, if this was paid using CIB bonus pools all the talent they have in IB would be gone long time ago 

 

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