Friday, May 9, 2014

Basel 111 Tier 1 Capital Requirements





A.    Tier 1 Capital-
o Elements of Common Equity Tier 1 Capital 
1.     Common shares (paid-up equity capital)-
1.1      The paid up amount is classified as equity capital (i.e. not recognized as a liability).
1.2      Represents the most subordinated claim in liquidation of the bank.
1.3      Paid up capital is clearly and separately disclosed in the bank’s balance sheet.
2.     Stock surplus-
3.     Statutory reserves; - Statutory reserves are the amount of liquid assets that firms must hold in order to remain solvent and attain partial protection against a substantial investment loss.
4.     Capital reserves-  representing surplus arising out of sale proceeds of assets;
5.     Other disclosed free reserves, if any;
6.     Balance in Profit & Loss Account at the end of the previous financial year;
Or Retained Earnings.
7.     Banks may reckon the profits in current financial year for CRAR calculation on a quarterly basis provided the incremental provisions made for non-performing assets at the end of any of the four quarters of the previous financial year have not deviated more than 25% from the average of the four quarters. The amount which can be reckoned would be arrived at by using the following formula:

8.     While calculating capital adequacy at the consolidated level,common shares issued by consolidated subsidiaries of the bank and held by third parties (i.e. minority interest) which meet the criteria for inclusion in Common Equity Tier 1 capital below-
Minority interest arising from the issue of common shares by a fully consolidated subsidiary of the bank may receive recognition in Common Equity Tier 1 capital only if:
(a) The instrument giving rise to the minority interest would, if issued by the bank, meet all of the criteria for classification as common shares for regulatory capital purposes as mentioned in Common shares (paid-up equity capital); 
(b) The subsidiary that issued the instrument is itself a bank.

The amount of minority interest meeting the criteria above that will be recognized in consolidated Common Equity Tier 1 capital will be calculated as follows:
(i)                Total minority interest meeting the two criteria above minus the amount of the surplus Common Equity Tier 1 capital of the subsidiary attributable to the minority shareholders.
(ii)             Surplus Common Equity Tier 1 capital of the subsidiary is calculated as the Common Equity Tier 1 of the subsidiary minus the lower of:
a)     The minimum Common Equity Tier 1 capital requirement of the subsidiary plus the capital conservation buffer and
b)    The portion of the consolidated minimum Common Equity Tier 1 capital requirement plus the capital conservation buffer that relates to the subsidiary.
c)     The amount of the surplus Common Equity Tier 1 capital that is attributable to the minority shareholders is calculated by multiplying the surplus Common Equity Tier 1 by the percentage of Common Equity Tier 1 that is held by minority shareholders.
9.     Less: Regulatory adjustments / deductions applied in the calculation of Common Equity Tier 1 capital [i.e. to be deducted from the sum of items 1 to 8. (http://rbidocs.rbi.org.in/rdocs/notification/PDFs/70BIIIMC010713.pdf)
1.     Goodwill and all Other Intangible Assets-
       I.            Goodwill and all other intangible assets should be deducted from
Common Equity Tier 1 capital including any goodwill included in the valuation of significant investments in the capital of banking, financial and insurance entities which are outside the scope of regulatory consolidation. In terms of AS 23
–Accounting for investments in associates, goodwill/capital reserve arising on the acquisition of an associate by an investor should be included in the carrying amount of investment in the associate but should be disclosed separately. Therefore, if the acquisition of equity interest in any associate involves payment which can be attributable to goodwill, this should be deducted from the Common Equity Tier 1 of the bank.
     II.            The full amount of the intangible assets is to be deducted net of any associated deferred tax liabilities which would be extinguished if the intangible assets become impaired or derecognized under the relevant accounting standards. For this purpose, the definition of intangible assets would be in accordance with the Indian accounting standards. Operating losses in the current period and those brought forward from previous periods should also be deducted from Common Equity Tier 1 capital.
  III.            Application of these rules at consolidated level would mean deduction of any goodwill and other intangible assets from the consolidated Common Equity which is attributed to the Balance Sheets of subsidiaries, in addition to deduction of goodwill and other intangible assets which pertain to the solo bank.
            III.
2.    Deferred Tax Assets (DTAs)
       I.            The DTAs computed as under should be deducted from Common Equity Tier 1 capital:
a)     DTA associated with accumulated losses; and
b)    The DTA (excluding DTA associated with accumulated losses), net of DTL. Where the DTL is in excess of the DTA (excluding DTA associated with Accumulated losses), the excess shall neither be adjusted against item (a) nor added to Common Equity Tier 1 capital.
     II.            Application of these rules at consolidated level would mean deduction of DTAs from the consolidated Common Equity which is attributed to the subsidiaries, in addition to deduction of DTAs which pertain to the solo bank.
3.     Cash Flow Hedge Reserve -Cash flow hedging reserve represents the net gains or losses, net of tax, on effective cash flow hedging instruments that will be recycled to the income statement when the hedged transaction affects profit or loss.
       I.            The amount of the cash flow hedge (A transaction done to offset risks from the variability of cash flow that would otherwise negatively affect profits) reserve which relates to the hedging of Items that are not fair valued on the balance sheet (including projected cash flows) should be derecognized in the calculation of Common Equity Tier 1. This means that positive amounts should be deducted and negative amounts should be added back.
     II.            Application of these rules at consolidated level would mean derecognition of  cash flow hedge reserve from the consolidated Common Equity which is attributed to the subsidiaries, in addition to derecognition of cash flow hedge reserve pertaining to the solo bank.
4.    Shortfall of the Stock of Provisions to Expected Losses
The deduction from capital in respect of a shortfall of the stock of provisions to expected losses under the Internal Ratings Based (IRB) approach should be made in the calculation of Common Equity Tier 1. The full amount is to be deducted and should not be reduced by any tax effects that could be expected to occur if provisions were to rise to the level of expected losses.
5.    Gain-on-Sale Related to Securitization Transactions-
As per Basel III rule text, banks are required to derecognize in the calculation of Common Equity Tier 1 capital, any increase in equity capital resulting from a securitization transaction, such as that associated with expected future margin income (FMI) resulting in a gain-on-sale. However, as per existing guidelines on
Securitization of standard assets issued by RBI, banks are not permitted to recognize the gain-on-sale in the P&L account including cash profits. Therefore, there is no need for any deduction on account of gain-on-sale on securitization. Banks are allowed to amortize the profit including cash profit over the period of the securities issued by the SPV. However, if a bank is following an accounting practice which in substance results in recognition of realized or unrealized gains at the inception of the securitization transactions, the treatment stipulated as per Basel III rule text as indicated in the beginning of the paragraph would be applicable.
6.    Cumulative Gains and Losses due to Changes in Own Credit Risk on Fair
Valued Financial Liabilities-
       I.            Banks are required to derecognize in the calculation of Common Equity Tier 1 capital, all unrealized gains and losses which have resulted from changes in the fair value of liabilities that are due to changes in the bank’s own credit risk. In addition, with regard to derivative liabilities, derecognize all accounting valuation adjustments arising from the bank's own credit risk. The offsetting between valuation adjustments arising from the bank's own credit risk and those arising from its counterparties' credit risk is not allowed. If a bank values its derivatives and securities financing transactions (SFTs) liabilities taking into account its own creditworthiness in the form of debit valuation adjustments (DVAs), then the bank is required to deduct all DVAs from its Common Equity Tier 1 capital, irrespective of whether the DVAs arises due to changes in its own credit risk or other market factors. Thus, such deduction also includes the deduction of initial DVA at inception of a new trade. In other words, though a bank will have to recognize a loss reflecting the credit risk of the counterparty (i.e. credit valuation adjustments-CVA), the bank will not be allowed to recognize the corresponding gain due to its own credit risk.
     II.            Application of these rules at consolidated level would mean derecognition of unrealized gains and losses which have resulted from changes in the fair value of liabilities that are due to changes in the subsidiaries’ credit risk, in the calculation of consolidated Common Equity Tier 1 capital, in addition to derecognition of any such unrealized gains and losses attributed to the bank at the solo level.
7.    Defined Benefit Pension Fund Assets and Liabilities-

       I.            Defined benefit pension fund liabilities, as included on the balance sheet, must be fully recognized in the calculation of Common Equity Tier 1 capital (i.e. Common Equity Tier 1 capital cannot be increased through derecognizing these liabilities). For each defined benefit pension fund that is an asset on the balance sheet, the asset should be deducted in the calculation of Common Equity Tier 1 net of any associated deferred tax liability which would be extinguished if the asset should become impaired or derecognized under the relevant accounting standards.
     II.             Application of these rules at consolidated level would mean deduction of defined benefit pension fund assets and recognition of defined benefit pension fund liabilities pertaining to subsidiaries in the consolidated Common Equity Tier 1, in addition to those pertaining to the solo bank.
8.     Investments in Own Shares (Treasury Stock) –
       I.            Investment in a bank’s own shares is tantamount to repayment of capital and therefore, it is necessary to knock-off such investment from the bank’s capital with a view to improving the bank’s quality of capital.
     II.            Banks should not repay their equity capital without specific approval of
Reserve Bank of India.  Repayment of equity capital can take place by way of share buy-back, investments in own shares (treasury stock) or payment of dividends out of reserves, none of which are permissible. However, banks may end up having indirect investments in their own stock if they invest in / take exposure to mutual funds or index funds / securities which have long position in bank’s share. In such cases, banks should look through holdings of index securities to deduct exposures to own shares from their Common Equity Tier 1 capital. Following the same approach outlined above, banks must deduct investments in their own Additional Tier 1 capital in the calculation of their Additional Tier 1 capital and investments in their own Tier 2 capital in the calculation of their Tier 2 capital. In this regard, the following rules may be observed:
a)    If the amount of investments made by the mutual funds / index funds / venture capital funds / private equity funds / investment companies in the capital instruments of the investing bank is known; the indirect investment would be equal to bank’s investments in such entities multiplied by the percent of investments of these entities in the investing bank’s respective capital instruments.
b)    If the amount of investments made by the mutual funds / index funds / venture capital funds / private equity funds / investment companies in the capital instruments of the investing bank is not known but, as per the investment policies / mandate of these entities such investments are permissible; the indirect investment would be equal to bank’s investments in these entities multiplied by 10%of investments of such entities in the investing bank’s capital instruments. Banks must note that this method does not follow corresponding deduction approach i.e. all deductions will be made from the Common Equity Tier 1 capital even though, the investments of such entities are in the Additional Tier 1 / Tier 2 capital of the investing banks.
  III.            Application of these rules at consolidated level would mean deduction of subsidiaries’ investments in their own shares (direct or indirect) in addition to bank’s direct or indirect investments in its own shares while computing consolidated Common Equity Tier 1.

9.    Investments in the Capital of Banking, Financial and Insurance Entities-

o       Limits on a Bank’s Investments in the Capital of Banking, Financial and
Insurance Entities-
       I.            A bank’s investment in the capital instruments issued by banking, financial and insurance entities is subject to the following limits:
a)    A bank’s investments in the capital instruments issued by banking, financial and insurance entities should not exceed 10% of its capital funds, but after all deductions mentioned in paragraph deduction (from 1 to 8).
b)    Banks should not acquire any fresh stake in a bank's equity shares, if by such acquisition, the investing bank's holding exceeds 5% of the investee bank's equity capital.
c)     Under the provisions of Section 19(2) of the Banking Regulation Act, 1949, a banking company cannot hold shares in any company whether as pledge or mortgagee or absolute owner of an amount exceeding 30% of the paid-up share capital of that company or 30% of its own paid-up share capital and reserves, whichever is less.
d)    Equity investment by a bank in a subsidiary company, financial services company, financial institution, stock and other exchanges should not exceed 10% of the bank's paid-up share capital and reserves.
e)    Equity investment by a bank in companies engaged in non-financial services activities would be subject to a limit of 10% of the investee company’s paid up share capital or 10% of the bank’s paid up share capital and reserves, whichever is less.
f)    Equity investments in any non-financial services company held by (a) a bank; (b) entities which are bank’s subsidiaries, associates or joint ventures or entities directly or indirectly controlled by the bank; and (c) mutual funds managed by AMCs controlled by the bank should in the aggregate not exceed 20% of the investee company’s paid up share capital.  
g)     A bank’s equity investments in subsidiaries and other entities that are engaged in financial services activities together with equity investments in entities engaged in non-financial services activities should not exceed 20% of the bank’s paid-up share capital and reserves. The cap of 20% would not apply for investments classified under ‘Held for Trading’ category and which are not held beyond 90 days.
     II.            Investments made by a banking subsidiary/ associate in the equity or non-equity regulatory capital instruments issued by its parent bank should be deducted from such subsidiary's regulatory capital following corresponding deduction approach, in its capital adequacy assessment on a solo basis. The regulatory treatment of investment by the non-banking financial subsidiaries / associates in the parent bank's regulatory capital would, however, be governed by the applicable regulatory capital norms of the respective regulators of such subsidiaries / associates.


o   Treatment of a Bank’s Investments in the Capital Instruments Issued by Banking, Financial and Insurance Entities within Limits –
A schematic representation of treatment of banks’ investments in capital instruments of financial entities is shown in Figure below. Accordingly, all investments in the capital instruments issued by banking, financial and insurance entities within the limits mentioned in paragraph (Limits on a Bank’s Investments in the Capital of Banking, Financial and Insurance Entities) will be subject to the following rules:

A)  Reciprocal Cross- Holdings in the Capital of Banking, Financial and Insurance
Entities-
Reciprocal cross holdings of capital might result in artificially inflating the capital position of banks. Such holdings of capital will be fully deducted. A holding may be treated as reciprocal cross holding if the investee entity has also invested in the any class of bank’s capital instruments which need not necessarily be the same as the bank’s holdings.

B)  Investments in the Capital of Banking, Financial and Insurance Entities which are outside the Scope of Regulatory Consolidation and where the Bank does not Own more than 10% of the Issued Common Share Capital of the Entity-
B)
       I.            The regulatory adjustment described in this section applies to investments in the capital of banking, financial and insurance entities that are outside the scope of regulatory consolidation and where the bank does not own more than 10% of the issued common share capital of the entity. In addition:
a)    Investments include direct, indirect and synthetic holdings of capital instruments. For example, banks should look through holdings of index securities to determine their underlying holdings of capital.
b)    Holdings in both the banking book and trading book are to be included. Capital includes common stock (paid-up equity capital) and all other types of cash and synthetic capital instruments (e.g. subordinated debt).
c)     Underwriting positions held for five working days or less can be excluded. Underwriting positions held for longer than five working days must be included.
d)    If the capital instrument of the entity in which the bank has invested does not meet the criteria for Common Equity Tier 1, Additional Tier 1, or Tier 2 capital of the bank, the capital is to be considered common shares for the purposes of this regulatory adjustment.
e)    With the prior approval of RBI a bank can temporarily exclude certain investments where these have been made in the context of resolving or providing financial assistance to reorganize a distressed institution.
e)
     II.            If the total of all holdings listed in paragraph (I) above, in aggregate exceed 10% of the bank’s Common Equity (after applying all other regulatory adjustments in full listed prior to this one), then the amount above 10% is required to be deducted,applying a corresponding deduction approach. This means the deduction should be applied to the same component of capital for which the capital would qualify if it was issued by the bank itself.Accordingly, the amount to be deducted from common equity should be calculated as the total of all holdings which in aggregate exceed 10% of the bank’s common equity (as per above) multiplied by the common equity holdings as a percentage of the total capital holdings. This would result in a Common Equity deduction which corresponds to the proportion of total capital holdings held in Common Equity. Similarly, the amount to be deducted from Additional Tier 1 capital should be calculated as the total of all holdings which in aggregate exceed 10% of the bank’s Common Equity (as per above) multiplied by the Additional Tier 1 capital holdings as a percentage of the total capital holdings. The amount to be deducted from Tier 2 capital should be calculated as the total of all holdings which in aggregate exceed 10% of the bank’s Common Equity (as per above) multiplied by the Tier 2 capital holdings as a percentage of the total capital holdings. (Please refer to
Illustration given in Annex 11-(http://rbidocs.rbi.org.in/rdocs/notification/PDFs/70BIIIMC010713.pdf)
  III.            If, under the corresponding deduction approach, a bank is required to make a deduction from a particular tier of capital and it does not have enough of that tier of capital to satisfy that deduction, the shortfall will be deducted from the next higher tier of capital (e.g. if a bank does not have enough Additional Tier 1 capital to satisfy the deduction, the shortfall will be deducted from Common Equity Tier 1 capital).
  IV.            Investments below the threshold of 10% of bank’s Common Equity, which is not deducted, will be risk weighted. Thus, instruments in the trading book will be treated as per the market risk rules and instruments in the banking book should be treated as per the standardized approach or internal ratings-based approach (as applicable). For the application of risk weighting the amount of the holdings which are required to be risk weighted would be allocated on a pro rata basis between the Banking and Trading Book. However, in certain cases, such investments in both scheduled and non-scheduled commercial banks will be fully deducted from Common Equity Tier 1 capital of investing bank as indicated in paragraphs 5.6, 8.3.5 and 8.4.4.
    V.            For the purpose of risk weighting of investments in as indicated in para (iv) above, investments in securities having comparatively higher risk weights will be considered for risk weighting to the extent required to be risk weighted, both in banking and trading books. In other words, investments with comparatively poor ratings (i.e. higher risk weights) should be considered for the purpose of application of risk weighting first and the residual investments should be considered for deduction.
                        
C)  Significant Investments in the Capital of Banking, Financial and Insurance
Entities which are outside the Scope of Regulatory Consolidation-
o   The regulatory adjustment described in this section applies to investments in the capital of banking, financial and insurance entities that are outside the scope of regulatory consolidation where the bank owns more than 10% of the issued common share capital of the issuing entity or where the entity is an affiliate of the bank. In addition:
·        Investments include direct, indirect and synthetic holdings of capital instruments. For example, banks should look through holdings of index securities to determine their underlying holdings of capital.
·        Holdings in both the banking book and trading book are to be included. Capital includes common stock and all other types of cash and synthetic capital instruments (e.g. subordinated debt).
·        Underwriting positions held for five working days or less can be excluded. Underwriting positions held for longer than five working days must be included.
·        If the capital instrument of the entity in which the bank has invested does not meet the criteria for Common Equity Tier 1, Additional Tier 1, or Tier 2 capital of the bank, the capital is to be considered common shares for the purposes of this regulatory adjustment
·        With the prior approval of RBI a bank can temporarily exclude certain investments where these have been made in the context of resolving or providing financial assistance to reorganize a distressed institution.
·
o   Investments other than Common Shares All investments included in para (i) above which are not common shares must be fully deducted following a corresponding deduction approach. This means the deduction should be applied to the same tier of capital for which the capital would qualify if it was issued by the bank itself. If the bank is required to make a deduction from a particular tier of capital and it does not have enough of that tier of capital to satisfy that deduction, the shortfall will be deducted from the next higher tier of capital (e.g. if a bank does not have enough Additional Tier 1 capital to satisfy the deduction, the shortfall will be deducted from Common Equity Tier 1 capital).
o   Investments which are Common Shares All investments included in para (i) above which are common shares and which exceed 10% of the bank’s Common Equity (after the application of all regulatory adjustments) will be deducted while calculating Common Equity Tier 1 capital. The amount that is not deducted (upto 10% if bank’s common equity invested in the equity capital of such entities) in the calculation of Common Equity Tier 1 will be risk weighted at 250% (refer to illustration in Annex 11). However, in certain cases, such investments in both scheduled and non-scheduled commercial banks will be fully deducted from Common Equity Tier 1 capital of investing bank as indicated in paragraphs 5.6, 8.3.5 and 8.4.4.

o   With regard to computation of indirect holdings through mutual funds or index funds, of capital of banking, financial and insurance entities which are outside the scope of regulatory consolidation-
      I.        If the amount of investments made by the mutual funds / index funds / venture capital funds / private equity funds / investment companies in the capital instruments of the financial entities is known; the indirect investment of the bank in such entities would be equal to bank’s investments in these entities multiplied by the percent of investments of such entities in the financial entities’ capital instruments.
    II.         If the amount of investments made by the mutual funds / index funds / venture capital funds / private equity funds / investment companies in the capital instruments of the investing bank is not known but, as per the investment policies / mandate of these entities such investments are permissible; the indirect investment would be equal to bank’s investments in these entities multiplied by maximum permissible limit which these entities are authorized to invest in the financial entities’ capital instruments.
   III.        If neither the amount of investments made by the mutual funds / index funds / venture capital funds / private equity funds in the capital instruments of financial entities nor the maximum amount which these entities can invest in financial entities are known but, as per the investment policies / mandate of these entities such investments are permissible; the entire investment of the bank in these entities would be treated as indirect investment in financial entities. Banks must note that this method does not follow corresponding deduction approach i.e. all deductions will be made from the Common Equity Tier 1 capital even though, the investments of such entities are in the Additional Tier 1 / Tier 2 capital of the investing banks.

o   Application of these rules at consolidated level would mean:

       I.            Identifying the relevant entities below and above threshold of 10% of common share capital of investee entities, based on aggregate investments of the consolidated group (parent plus consolidated subsidiaries) in common share capital of individual investee entities.
     II.            Applying the rules as stipulated in above paragraphs and segregating investments into those which will be deducted from the consolidated capital and those which will be risk weighted. For this purpose-
·        Investments of the entire consolidated entity in capital instruments of investee entities will be aggregated into different classes of instrument.
·         The consolidated Common Equity of the group will be taken into account.

o   It has come to our notice that certain investors such as Employee Pension Funds have subscribed to regulatory capital issues of commercial banks concerned. These funds enjoy the counter guarantee by the bank concerned in respect of returns. When returns of the investors of the capital issues are counter guaranteed by the bank, such investments will not be considered as regulatory capital for the purpose of capital adequacy.

 


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