Employee benefits Group Stat Accounts06
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The amount recognised as a provision is the best estimate of the expenditure required to settle the
present obligation at the balance sheet date. 2.15 Derivative financial instruments and hedge
accounting
Derivatives are initially recognised at fair value at the date on which a derivative contract is entered into and
are subsequently remeasured at fair value. All derivatives are classified as assets when the fair value
is positive “Positive replacement values” and as liabilities when the fair value is negative “Negative
replacement values”. Changes in the fair value of derivatives other than
those designated as cash flow hedges or net investments in foreign operations hedges are included
in “Net trading income”. Certain derivatives embedded in other financial
instruments are treated as separate derivatives when their economic characteristics and risks are not closely
related to those of the host contract and the host contract is not carried at fair value through profit or loss.
These embedded derivatives are measured at fair value with changes in fair value recognised in “Net
trading income”. For financial instruments designated as hedging
instruments, each entity within the Bank Group documents at the inception the relationship between
the hedging instrument and hedged item, including the risk management objective for undertaking various
hedge transactions and methods used to assess the effectiveness of the hedge. Each entity within the Bank
Group also documents its assessment, both at hedge inception and on an ongoing basis, of whether the
derivative is highly effective in offsetting changes in the fair value or cash flows of the hedged item.
a Fair
value hedge
For a qualifying fair value hedge, the changes in the fair value of the derivative are recorded in the income
statement, together with any changes in the fair value of the hedged item attributable to the hedged risk. Gain or
loss arising from hedge ineffectiveness is recognised in the income statement under “Net trading income”.
If the hedge no longer meets the criteria for hedge accounting, the adjustment to the carrying amount of a
hedged item for which the effective interest method is used, is amortised to the income statement over the
remaining period to maturity of the hedged item. b
Cash flow hedge
The effective portion of changes in the fair value of a derivative designated and qualified as a hedge of future
cash flows is recognised directly in the cash flow hedge reserve, and taken to the income statement in the periods
when the hedged item affects profit or loss. The ineffective portion of the gain or loss is recognised
immediately in the income statement under “Net trading income”.
When a hedging instrument expires or is sold, or when a hedge no longer meets the criteria for hedge accounting,
any cumulative gain or loss existing in the cash flow hedge reserve remains until the forecast transaction is
ultimately recognised in the income statement. When a forecast transaction is no longer expected to occur, the
cumulative gain or loss in the cash flow hedge reserve is recognised immediately in the income statement.
c
Hedge of net investment in a foreign operation
Hedges of net investments in the Bank Group’s foreign operations are accounted for in a manner similar to cash
flow hedges. The gain or loss from the derivative relating to the effective portion of the hedge is recognised in the
cash flow hedge reserve. The gain or loss relating to the ineffective portion of the hedge is recognised immediately
in the income statement. On disposal of the foreign operations, the cumulative gain or loss in the cash flow
hedge reserve is taken to the income statement under “Net trading income”.