Hedge Accounting for FX Swap - Group Ledger IFRS

This process helps you to mitigate profit and loss volatility from the use of derivatives.

Currently, the scope item supports IFRS 9 and covers cash flow hedge using FX forwards (including NDF) as hedging instruments, and using FX Swap as to transfer hedging instruments from the original exposure period to a new exposure period if an overhedge situation occurs in the original exposure period.

Key Process Steps Covered

  • Execute original situation for FX forwards or non-deliverable forwards
  • Define hedging area based on hedging policy
  • Enrich, upload, and release forecast and planning data
  • Determine net open exposure and make hedging decision
  • Execute over-hedge situation for FX swaps
  • Prepare and release designation
  • Determine NPV, execute valuation, and classification at period end
  • Process reclassification for hedging relationship at balance sheet recognition date
  • Process dedesignation at maturity date
  • Reclassify hedging reserve and cost of hedging reserve at exposure subitem end date

Benefits

  • Provide an overview of net open exposure amount
  • Support the management of hedge accounting
  • Reduce manual operation, such as hedge relationship mapping, designation and classification
  • Make better operational and strategic decisions using the comprehensive reporting and analysis tools