hard · Asset-Backed Securities

Under US GAAP (ASC 810), a sponsor must consolidate an ABS trust if it is determined to be the 'Primary Beneficiary' of the Variable Interest Entity (VIE).

Which two factors are used to make this determination?

  1. The legal ownership of more than 50% of the trust's voting shares and the ability to appoint the majority of the Board of Directors.
  2. The power to direct the activities that most significantly impact the VIE's economic performance and the obligation to absorb losses/right to receive benefits that could be significant.
  3. The retention of 5% credit risk under Dodd-Frank and the status of the entity as a 'Qualified Special Purpose Entity' (QSPE).
  4. The rendering of a 'True Sale' legal opinion and the transfer of all 'Effective Control' over the assets to the SPE.

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