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Date: 2025-08-20 Category: Not Applicable State: Union Government Country: India

Counterparty Credit Risk: Add-on factors for computation of Potential Future Exposure - Revised Instructions – Draft

Issued by Reserve Bank of India · Not Applicable

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Executive Summary & Key Takeaways

Executive Summary: The Reserve Bank of India (RBI) has issued amendment directions regarding counterparty credit risk (CCR) and addon factors for Potential Future Exposure (PFE) computation. These revised instructions, effective upon placement on the RBI website, aim to align with Basel Committee on Banking Supervision (BCBS) guidelines and provide greater clarity. The directions amend the existing instructions outlined in the Basel III Master Circular and previous circulars. Key Points / Main Content: * **Purpose:** To revise instructions on counterparty credit risk and addon factors for calculating Potential Future Exposure (PFE) under the Current Exposure Method (CEM). * **Applicability:** These directions apply to all Scheduled Commercial Banks excluding Payments Banks and Regional Rural Banks, specifically those acting as clearing members of SEBI-recognized stock exchanges in equity and commodity derivatives segments. * **Amendments:** The table under Annex 2 of the circular dated August 8, 2008, incorporated as Table 9 under paragraph 5.15.3.4 of the Basel III Master Circular, is substituted with revised credit conversion factors for market-related off-balance sheet items. * **Scope:** These revisions impact the computation and maintenance of capital charge for Counterparty Credit Risk (CCR) as outlined in paragraph 5.15.3 of the Basel III Master Circular. * **Legal Basis:** The instructions are issued in exercise of powers conferred by section 35A of the Banking Regulation Act, 1949. Impact Analysis: * **Scheduled Commercial Banks (excluding Payments Banks and Regional Rural Banks):** * Impact: Banks acting as clearing members of SEBI recognized stock exchanges in the equity derivatives and commodity derivatives segments are required to use the revised addon factors for PFE calculation when computing capital charges for CCR. * Action Required: Banks must implement the amended instructions for CCR and PFE calculations, ensuring compliance with the revised credit conversion factors for market-related off-balance sheet items.

Key Entities Referenced

Reserve Bank of India: The central bank of India, responsible for regulating the banking system. Scheduled Commercial Banks: Banks in India excluding Payments Banks and Regional Rural Banks which are regulated by the Reserve Bank of India. Basel III Capital Regulations: International regulatory framework for banks, designed to promote a more resilient banking system. Counterparty Credit Risk (CCR): The risk that the counterparty to a transaction could default before the final settlement of the transaction's cash flows. Potential Future Exposure (PFE): An estimate of the maximum credit exposure that a bank could face from a counterparty at a future point in time. Basel Committee on Banking Supervision (BCBS): The primary global standard setter for the prudential regulation of banks and provides a forum for cooperation on banking supervision. Banking Regulation Act, 1949: The legislation in India that empowers the Reserve Bank of India to regulate and supervise banks. Mumbai, Maharashtra: City in India, location of the Central Office of the Reserve Bank of India.
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भारतीय ररज़र्व बैंक RESERVE BANK OF INDIA _________________________ ______________________ www.rbi.org.in Draft for Comments RBI/2025-26/ DOR.MRG.REC.No. /00-00-020/2025-26 XX, 2025 All Scheduled Commercial Banks (excluding Payments Banks and Regional Rural Banks) Dear Sir/ Madam, Counterparty Credit Risk: Add-on factors for computation of Potential Future Exposure - Revised Instructions – Draft Please refer to the circular DBOD.No.BP.BC. 31 /21.04.157/2008-09 dated August 8, 2008 on ‘Prudential Norms for Off-Balance Sheet Exposures of Banks’ incorporated in the Master Circular DOR.CAP.REC.2/21.06.201/2025-26 dated April 1, 2025 on ‘Basel III Capital Regulations’ (hereinafter referred to as the Basel III Master Circular) and the circular DBR.NBD.No.26/16.13.218/2016-17 dated October 6, 2016 on ‘Operating Guidelines for Small Finance Banks’. 2. Banks acting as clearing members of SEBI recognised stock exchanges in the equity derivatives and commodity derivatives segments are hereby advised to compute and maintain capital charge for Counterparty Credit Risk (CCR), in terms of paragraph 5.15.3 on “Treatment of Total Counterparty Credit Risk” of the Basel III Master Circular. Further, the add-on factors for calculation of Potential Future Exposure (PFE) under the Current Exposure Method (CEM) for computation of capital charge for CCR are being revised to largely align with the Basel Committee on Banking Supervision (BCBS) guidelines. 3. Accordingly, the instructions on Counterparty Credit Risk have been amended vide the Reserve Bank of India (Counterparty Credit Risk: Add-on factors for computation of Potential Future Exposure) (Amendment) Directions, 2025. Yours faithfully, (Usha Janakiraman) Chief General Manager-in-Charge विवियमि विभाग,केंद्रीय कायाालय, 12 िीं और 13 िीं मंविल, केंद्रीय कायाालय भिि, शहीद भगत स ंह मागा,फोर्ा,म ंबई-400001 दरू भाष: 022-22601000 फैक् : 022-22705691 ई-मले : cgmicdor@rbi.org.in _____________________________________________________________________________________________________________________________________ Department of Regulation, Central Office, 12th and 13th Floor, Central Office Building, Shahid Bhagat Singh Marg, Fort, Mumbai- 400 001 Tel: 022- 2260 1000 Fax: 022-2270 5691 email: cgmicdor@rbi.org.in सहदं ी आ ाि ह ैइ का प्रयोग बढाइएभारतीय ररज़र्व बैंक RESERVE BANK OF INDIA _________________________ ______________________ www.rbi.org.in Draft for Comments RBI/2025-26/ DOR.MRG.REC.No. /00-00-020/2025-26 XX, 2025 Reserve Bank of India (Counterparty Credit Risk: Add-on factors for computation of Potential Future Exposure) (Amendment) Directions, 2025 - Draft The Reserve Bank had issued the circular on ‘Prudential Norms for Off-Balance Sheet Exposures of Banks’ dated August 8, 2008 which has been incorporated in the Master Circular dated April 1, 2025 on ‘Basel III Capital Regulations’ (hereinafter referred to as the Basel III Master Circular). The Reserve Bank had also issued the circular on ‘Operating Guidelines for Small Finance Banks’ dated October 6, 2016. There is a need to amend these instructions to provide greater clarity and to largely align the guidelines with international standards. 2. Accordingly, in exercise of the powers conferred by section 35A of the Banking Regulation Act, 1949 and all other provisions of this Act or any other laws enabling the Reserve Bank to issue instructions in this regard, the Reserve Bank being satisfied that it is necessary and expedient in the public interest to do so, hereby issues these instructions to amend the extant instructions as given hereunder. 3. (i) These instructions shall be called the Reserve Bank of India (Counterparty Credit Risk: Add-on factors for computation of Potential Future Exposure) (Amendment) Directions, 2025. (ii) The amended instructions shall come into effect on the day these are placed on the official website of the Reserve Bank of India. 4. The Table included under Annex 2 of the circular dated August 8, 2008 (incorporated as Table 9 under paragraph 5.15.3.4 of the Basel III Master Circular) is hereby substituted by the following, namely: - विवियमि विभाग,केंद्रीय कायाालय, 12 िीं और 13 िीं मंविल, केंद्रीय कायाालय भिि, शहीद भगत स ंह मागा,फोर्ा,म ंबई-400001 दरू भाष: 022-22601000 फैक् : 022-22705691 ई-मले : cgmicdor@rbi.org.in _____________________________________________________________________________________________________________________________________ Department of Regulation, Central Office, 12th and 13th Floor, Central Office Building, Shahid Bhagat Singh Marg, Fort, Mumbai- 400 001 Tel: 022- 2260 1000 Fax: 022-2270 5691 email: cgmicdor@rbi.org.in सहदं ी आ ाि ह ैइ का प्रयोग बढाइएTable 9: Credit Conversion Factors for Market-Related Off-Balance Sheet Items Credit Conversion Factors (%) Interest Exchange Equities* Precious Other Rate Rate Metals Commodities* Contracts Contracts except and Gold Gold* One year 0.25 1.00 6.00 7.00 10.00 or less Over one 0.50 5.00 8.00 7.00 12.00 year to five years Over five 1.50 7.50 10.00 8.00 15.00 years * Applicable only in respect of CCR exposures of eligible banks acting as clearing members of SEBI recognised stock exchanges in the equity derivatives and commodity derivatives segments (Usha Janakiraman) Chief General Manager-in-Charge 2

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