ANNEX II - Central counterparty (CCP) name

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1.

This Annex contains additional instructions for the table provided in Annex I. GENERAL INSTRUCTIONS

2.

Frequency

2.1.

Reporting of the template shall be submitted with the frequency set out in Article 1 of this Regulation.

3.

Remittance dates

3.1.

The remittance dates are set out in Article 2. TEMPLATE RELATED INSTRUCTIONS

4.

Sign convention

4.1.

All amounts shall be reported as positive figures.

4.2.

The following formats and legal references shall be taken into account for completing the templates: Template ID

Instructions

10

Central counterparty (CCP) name

Format

Text, any number of characters

20

Default fund identifier

Legal references

2012

Instruction

In accordance with Article 50c(1) where the CCP has more than one default fund, it shall report the information in the first subparagraph of that Article for each default fund separately.

Format

Text, any number of characters

Calculation

None

30

Calculation date

Legal references

Article 1(2) of this Regulation

Note

Calculation date in accordance with Article 1(2) of this Regulation depending on the required frequency.

Format

YYYY-MM-DD

Four-digit year, hyphen, two-digit month, hyphen, two-digit day

Calculation

None

40

Hypothetical capital (K

CCP

)

Legal references

2012

Instructions

The reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.

Format

ISO-Code amount

Calculation

The hypothetical capital shall be calculated as required in 2012.

50

Sum of pre-funded contributions (DF

CM

)

Legal references

2012.

Calculation

The pre-funded contributions shall be calculated as the sum of the pre-funded contribution of clearing member as required in 2013.

Instructions

The reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.

Format

ISO-Code amount

60

Amount of pre-funded financial resources that it is required to use before using the default fund contributions of the remaining clearing members (DF

CCP

)

Legal references

2012

Calculation

The sum of pre-funded contributions of all clearing members of the CCP shall be calculated as required in 2013.

Instructions

The reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.

Format

ISO-Code amount

70

Total number of clearing members (N)

Legal references

2012

Calculation

The number of the clearing members of the CCP.

Format

Integer number

80

Concentration factor (β)

Legal references

2012

Calculation

The concentration factor shall be calculated as required in 2012.

Instructions

The reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.

Format

ISO-Code amount

90

Total amount of initial margin

Legal references

Third subparagraph of Article 89(5a) of Regulation (EU) No 648/2012.

Calculation

The total initial margin received by the CCP from its clearing members shall be calculated as required in Articles 24 to 27 of the Delegated Regulation (EU) No 153/2013.

Instructions

This information shall be reported only where applicable. The reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.

Format

ISO-Code amount# Table 1 in anx_I

IDItemLegal referencesAmount
10Central Counterparty
20Default fund identifierArt. 50c(1), Regulation (EU) 648/2012
30Calculation dateArt. 1(2), Commission Implementing Regulation (EU) No 484/2014
40Hypothetical capital (KCCP)Art. 50c(1)(a), Regulation (EU) 648/2012
50Sum of pre-funded contributions (DFCM)Art. 50c(1)(b), Regulation (EU) 648/2012
60Amount of pre-funded financial resources that it is required to use before using the default fund contributions of the remaining clearing members (DFCCP)Art. 50c(1)(c), Regulation (EU) 648/2012
70Total number of clearing members (N)Art. 50c(1)(d), Regulation (EU) 648/2012
80Concentration factor (β)Art. 50c(1)(e), Regulation (EU) 648/2012
90Total amount of initial marginArt. 89(5a) third subparagraph, Regulation (EU) 648/2012

Table 1 in anx_II

Template IDInstructions
10Central counterparty (CCP) name
FormatText, any number of characters
20Default fund identifier
Legal referencesArticle 50c(1) of Regulation (EU) No 648/2012
InstructionIn accordance with Article 50c(1) where the CCP has more than one default fund, it shall report the information in the first subparagraph of that Article for each default fund separately.
FormatText, any number of characters
CalculationNone
30Calculation date
Legal referencesArticle 1(2) of this Regulation
NoteCalculation date in accordance with Article 1(2) of this Regulation depending on the required frequency.
FormatYYYY-MM-DDFour-digit year, hyphen, two-digit month, hyphen, two-digit day
CalculationNone
40Hypothetical capital (KCCP)
Legal referencesArticle 50c(1)(a) of Regulation (EU) No 648/2012
InstructionsThe reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.
FormatISO-Code amount
CalculationThe hypothetical capital shall be calculated as required in Article 50a(2) of Regulation (EU) No 648/2012.
50Sum of pre-funded contributions (DFCM)
Legal referencesArticle 50c(1)(b) of Regulation (EU) No 648/2012.
CalculationThe pre-funded contributions shall be calculated as the sum of the pre-funded contribution of clearing member as required in Article 308(2) of Regulation (EU) No 575/2013.
InstructionsThe reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.
FormatISO-Code amount
60Amount of pre-funded financial resources that it is required to use before using the default fund contributions of the remaining clearing members (DFCCP)
Legal referencesArticle 50c(1)(c) of Regulation (EU) No 648/2012
CalculationThe sum of pre-funded contributions of all clearing members of the CCP shall be calculated as required in Article 308(3)(c) of Regulation (EU) No 575/2013.
InstructionsThe reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.
FormatISO-Code amount
70Total number of clearing members (N)
Legal referencesArticle 50c(1)(d) of Regulation (EU) No 648/2012
CalculationThe number of the clearing members of the CCP.
FormatInteger number
80Concentration factor (β)
Legal referencesArticle 50c(1)(e) of Regulation (EU) No 648/2012
CalculationThe concentration factor shall be calculated as required in Article 50d(c) of Regulation (EU) No 648/2012.
InstructionsThe reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.
FormatISO-Code amount
90Total amount of initial margin
Legal referencesThird subparagraph of Article 89(5a) of Regulation (EU) No 648/2012.
CalculationThe total initial margin received by the CCP from its clearing members shall be calculated as required in Articles 24 to 27 of the Delegated Regulation (EU) No 153/2013.
InstructionsThis information shall be reported only where applicable. The reporting currency shall be identified using ISO 4217 currency code followed by a space and the amount. Figures can be rounded with a rounding error smaller than 1 %.
FormatISO-Code amount