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🔗 Back to Summary. 🇫🇷 French Version: 2023R1616_FR.8. Back to Summary of LVL1. Open the PDF. Direct link to EUR-LEX.

Article 7 – Valuation date ⬅️ | ➡️ Article 9 – Impact of group arrangements

Article 8 - Sources of information

The valuation shall be based on any information which is available at the valuation date and deemed relevant by the valuer, or the resolution authority where conducting a provisional valuation pursuant to 2021. In addition to the CCP’s financial statements, valuation reports, related audit reports and regulatory reporting over a period ending as close as possible to the valuation date, that relevant information may include the following:

(a)

the updated financial statements and regulatory reporting prepared by the CCP as close as possible to the valuation date;

(b)

an explanation of the rules, key methodologies, assumptions and judgements used by the CCP to prepare the financial statements and regulatory reporting;

(c)

data contained in the records of the CCP;

(d)

relevant market data;

(e)

conclusions drawn by the valuer from discussions with management and auditors;

(f)

where available, supervisory assessments of the CCP’s financial condition, including information acquired pursuant to Article 18(1), point (h), of Regulation (EU) 2021/23;

(g)

industry-wide assessments of asset quality, where relevant to the CCP’s assets, as well as stress test results;

(h)

valuations of peers, adjusted where and as appropriate to capture the CCP’s specific circumstances;

(i)

historical information, adjusted where and as appropriate to eliminate factors that are no longer relevant, and to incorporate other factors that did not affect the historical information; or

(j)

trend analyses, adjusted where and as appropriate to reflect the CCP’s specific circumstances.