medium · Asset-Backed Securities regulatory

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 outstanding voting shares, combined with the contractual right to appoint a majority of its Board of Directors overall.
  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 at least 5% of credit risk under the Dodd-Frank risk retention rules and the entity's status as a 'Qualified Special Purpose Entity' (QSPE) exempt from GAAP consolidation.
  4. The rendering of a formal 'True Sale' legal opinion by outside counsel and the transfer of all 'Effective Control' over the assets to a bankruptcy-remote special purpose entity.

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