Ford Investor Conference Presentation Deck slide image

Ford Investor Conference Presentation Deck

U.S. RETAIL SECURITIZATION Structure Overview I I Class A notes ("AAA") Class B notes (“AA”) Class C notes ("A") Reserve Account Excess Spread Initial Overcollateralization % of Initial Adjusted Pool Balance 95.00% 3.00% 2.00% 0.25% 0.00% Total Initial Class A Hard Credit Enhancement 5.25% ● ● Senior/subordinate, sequential pay structure Credit enhancement largely consistent over the life of the program: Subordination of junior notes Cash reserve Excess spread (used to build target overcollateralization) Overcollateralization (OC) builds to a target amount Available funds pay the Class A1 notes in full ("turbo") and target OC amount is reached before any funds are released to the residual interest Target OC is the sum of: Yield supplemental overcollateralization (YSOC) 2.0% of initial adjusted pool balance Excess of 1.5% of current pool balance over reserve account Initial Class A Hard Credit Enhancement - 5.25% 5.25% 5.30% 5.30% 5.25% 5.25% 5.25% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 5.00% 0.25% 0.25% 0.30% 0.30% 0.25% 2023-B 2023-A 2022-D 2022-C 2022-B Reserve 5.75% 5.00% 0.75% 6.00% 6.00% Initial Overcollateralization 5.00% 5.00% Ford 1.00% 1.00% 0.25% 0.25% 2022-A 2021-A 2020-C 2020-B 2020-A 5.25% 5.00% 0.25% 2019-C 31
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