emendrix

Art. 262

Capital Requirements Regulation · 32013R0575 · every event for this act · on EUR-Lex

Treatment of STS securitisations under the SEC-SA

4 changes recorded across 4 events, newest first.

in force 2019-01-01 MODIFIED+170 −3,957

Amended by Regulation (EU) 2017/2401 32017R2401 · Regulation (EU) 2019/876 32019R0876

applies from: unchanged

Sources disagree — the text comparison found this change; the EU's own amendment metadata does not list it. Both are shown; neither is overruled.

The article's heading and content changed from setting out the Supervisory Formula Method, with its detailed formula, parameters, and definitions for calculating risk weights on securitisation positions, to a much shorter provision addressing the treatment of STS securitisations under the SEC-SA.

The prior text's four numbered paragraphs covering the Supervisory Formula Method, its inputs and simplifications, EBA monitoring, and credit risk mitigation recognition are replaced by a single unnumbered statement that the risk weight for a position in an STS securitisation is calculated under Article 261 subject to a specified senior risk-weight floor of 10% and a p value of 0,5.

Cited: Art. 262, v1 · Art. 262, v2

text before / after

texts differ too much for an inline diff; shown separately

before (02013R0575-20180101)

Article 262
Supervisory Formula Method
1. Under the Supervisory Formula Method, the risk weight for a securitisation position shall be calculated as follows subject to a floor of 20 % for re-securitisation positions and 7 % for all other securitisation positions:12.5  SL  T  SLT
where:
S[x] = x, when x ≤ KIRBR
KIRBR Kx  KKIRBR1  expω KIRBR  xKIRBR  d  KIRBRω, when x > KIRBR
where:h1  KIRBRELGDNcKIRBR1  hvELGD  KIRBR  KIRBR0,25  1  ELGD  KIRBRNfv  KIRBR21  h  c21  KIRBR  KIRBR  ν1  h τg1  c  cf  1ag  cbg  1  cd1  1  h  1  BetaKIRBR; a , bKx1  h  1  Betax;a,b  xBetax;a1,b  c
τ
1000;
ω
20;
Beta [x; a, b]
the cumulative beta distribution with parameters a and b evaluated at x;
T
the thickness of the tranche in which the position is held, measured as the ratio of (a) the nominal amount of the tranche to (b) the sum of the nominal amounts of the exposures that have been securitised. For derivative instruments listed in Annex II, the sum of the current replacement cost and the potential future credit exposure calculated in accordance with Chapter 6 shall be used in place of the nominal amount;
KIRBR
the ratio of (a) KIRB to (b) the sum of the exposure values of the exposures that have been securitised, and is expressed in decimal form;
L
the credit enhancement level, measured as the ratio of the nominal amount of all tranches subordinate to the tranche in which the position is held to the sum of the nominal amounts of the exposures that have been securitised. Capitalised future income shall not be included in the measured L. Amounts due by counterparties to derivative instruments listed in Annex II that represent tranches more junior than the tranche in question may be measured at their current replacement cost, without the potential future credit exposures, in calculating the enhancement level;
N
the effective number of exposures calculated in accordance with Article 261. In the case of re-securitisations, the institution shall look at the number of securitisation exposures in the pool and not the number of underlying exposures in the original pools from which the underlying securitisation exposures stem;
ELGD
the exposure-weighted average loss-given-default, calculated as follows:ELGDiLGDi  EADiiEADi
where:
LGDi
the average LGD associated with all exposures to the ith obligor, where LGD is determined in accordance with Chapter 3. In the case of re-securitisation, an LGD of 100 % shall be applied to the securitised positions. When default and dilution risk for purchased receivables are treated in an aggregate manner within a securitisation, the LGDi input shall be constructed as a weighted average of the LGD for credit risk and the 75 % LGD for dilution risk. The weights shall be the stand-alone own funds charges for credit risk and dilution risk respectively.
2. Where the nominal amount of the largest securitised exposure, C1, is no more than 3 % of the sum of the nominal amount of the securitised exposures, then, for the purposes of the Supervisory Formula Method, the institution may set LGD= 50 % in the case of securitisations, which are not re-securitisations, and N equal to either of the following:NC1  CmCm  C 1m  1  max1  m  C1,01N1C1
where:
Cm
the ratio of the sum of the nominal amounts of the largest m exposures to the sum of the nominal amounts of the exposures securitised. The level of m may be set by the institution.
For securitisations in which materially all securitised exposures are retail exposures, institutions may, subject to permission by the competent authority, use the Supervisory Formula Method using the simplifications h=0 and v=0, provided that the effective number of exposures is not low and that the exposures are not highly concentrated.
3. The competent authorities shall keep EBA informed about the use institutions make of paragraph 2. EBA shall monitor the range of practices in this area and shall, in accordance with Article 16 of Regulation (EU) No 1093/2010, issue guidelines.
4. Credit risk mitigation on securitisation positions may be recognised in accordance with Article 264(2) to (4), subject to the conditions in Article 247.

after (02013R0575-20190101)

Article 262
Treatment of STS securitisations under the SEC-SA
Under the SEC-SA the risk weight for a position in an STS securitisation shall be calculated in accordance with Article 261, subject to the following modifications:
risk-weight floor for senior securitisation positions = 10 %
p = 0,5

in force 2016-07-19 MODIFIED

Amended by Regulation (EU) 2016/1014 32016R1014

applies from: unchanged

Sources disagree — the text comparison found this change; the EU's own amendment metadata does not list it and the amending act's instructions do not mention it. All are shown; none is overruled.

The text of Article 262(1) differs only in minor spacing within the embedded mathematical formula notation, with no wording or substantive content changed.

A similar minor spacing variation appears in the formula text of paragraph 2 as well.

Cited: Art. 262, v1 · Art. 262, v2

text before / after, on the event page →

in force 2015-01-18 MODIFIED

Amended by Regulation (EU) 2015/62 32015R0062 · Regulation (EU) 2018/405 32018R0405

applies from: unchanged

Sources disagree — the text comparison found this change; the EU's own amendment metadata does not list it. Both are shown; neither is overruled.

The mathematical formulas in paragraph 1's definition of S[x] and in paragraph 2's definition of N are rendered with different spacing and formatting between the two versions, though the underlying symbols and structure remain the same.

The surrounding text of Article 262, including its headings, defined terms, and paragraphs 3 and 4, is otherwise unchanged.

Cited: Art. 262, v1 · Art. 262, v2

text before / after, on the event page →

detected 2026-08-13 MODIFIED

no amending act named

applies from: unchanged

The revised text reformats the numbering and spacing of paragraph 1 and its formula presentation, and changes the hyphenation of the term "re-securitisation" within the definition of LGDi to a consistent spelled-out form.

The substantive content of the formulas, definitions, and conditions in Article 262 remains otherwise the same between the two versions.

Cited: Art. 262, v1 · Art. 262, v2

text before / after, on the event page →