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Version status: Entered into force | Document consolidation status: Updated to reflect all known changes
Version date: 18 January 2015 - onwards
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Article 234 Diversification effects

The system used for measuring diversification effects referred to in Article 121(5) of Directive 2009/138/EC shall only be considered adequate where all of the following conditions are met:

(a) the system used for measuring diversification effects identifies the key variables driving dependencies;

(b) the system used for measuring diversification effects takes into account all of the following:

(i) any non-linear dependence and any lack of diversification under extreme scenarios;

(ii) any restrictions of diversification which arise from the existence of a ring-fenced fund or matching adjustment portfolio;

(iii) the characteristics of the risk measure used in the internal model;

(c) the assumptions underlying the system used for measuring diversification effects are justified on an empirical basis.

Comparing proposed amendment...