Financial and Mortgage Portfolio Overview slide image

Financial and Mortgage Portfolio Overview

Breach of matching rules requirements A breach of the matching requirements prior to the winding up of the issuer in circumstances where no additional assets are available to the issuer or the issuer lacks the ability to acquire additional assets could cause the FME to revoke the license to issue covered bonds If the matching requirements are breached following the winding up of the issuer, the winding up committee would not be permitted to add more assets to the cover pool Matching rules are there to protect the investor The Icelandic Covered Bond Act requires issuers to satisfy a set of requirements, known as matching rules, to ensure that the covered bond programme is able to mitigate asset-liability mismatches Nominal Value Test The total current value of the cover pool which is to serve as collateral for the covered bonds must always exceed the aggregate outstanding amount of covered bonds Loans that are more than 90 days past due are not taken into account for the calculation of the nominal value test Deposit set-off risk will be mitigated by Íslandsbanki through the deduction of such amounts from the nominal value of the cover pool for the purposes of calculating the Nominal Value Test, therefore increasing the required OC necessary to meet the test and providing additional protection to covered bondholders Index matching - to The Bank conducts monthly tests ensure interest matching between the inflation-linked assets in the cover pool and the outstanding inflation-linked covered bonds. The Independent Inspector has visibility over these tests and the matching of the aforementioned generally Liquidity coverage Instalments and other cash flows accruing on the cover assets in the cover pool and from derivative agreements must be such that at any given time the issuer can meet all its financial obligations towards covered bondholders and counterparties to derivative agreements Íslandsbanki contractually commits funding a liquidity reserve with the amount required to be paid on all outstanding covered bonds in respect of interest and third party expenses for the following 6 months to Cash flows from mortgages in default (90 days or more) are ignored in the calculation and not included in the cover pool register Asset Coverage Test - On each monthly calculation date the issuer must ensure that the total value of the cover pool, including cash, the collateral reserve account and the liquidity reserve ledgers is greater than: (i) the total outstanding amount of all series of covered bonds (ii) any other payment obligations to be paid from the cover pool (iii) the deposit-set off amount Net Present Value Test (interest rate sensitivity) On a net present value (NPV) basis, cover assets, including derivatives, must always exceed the corresponding value of interest and principal of the outstanding covered bonds, taking into account the effects of stress-test scenarios on interest and currency risk set by the FME The issuer and the covered bond programme must be able to withstand changes to the risk free interest rate with respect to the net cover pool value and ensure that the cover pool matching rules are still met under a best and worst case stress testing scenario Interest rate risk: the FME defines the stress test for interest rate risk as a sudden and sustained parallel shift in the reference curve by 100bps up and down Currency risk: likewise, the FME defines the currency risk stress test as a 10% sudden and sustained change in the relevant foreign exchange rate between the currency of covered bonds and the currency of cover assets 27 August-September 2022
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