Compendium

Risk-based approach guidance for the securities sector

This non-binding guidance aims to support the design and implementation of the risk-based approach for securities products and services, by providing specific guidance and examples for securities providers and their supervisors.

Risk-based Approach Guidance for the Life Insurance Sector

This non-binding guidance aims to support the design and implementation of the risk-based approach for life insurance products and services, by providing specific guidance and examples for life insurance providers and their supervisors.

Stress testing principles

These principles are the guidelines that focus on the core elements of stress testing frameworks.

Report on Retail OTC Leveraged Products

The guidance identifies and promotes regulatory approaches that can enhance the protection of retail investors in the area of OTC leveraged products offered and sold to retail investors.

Conflicts of interest and associated conduct risks during the equity capital raising process

Guidance to address the identified risks and the potential harm caused by specific, existing conflicts of interest and associated misconduct which can arise during the equity capital raising process.

Mechanisms Used by Trading Venues to Manage Extreme Volatility and Preserve Orderly Trading

Recommendations applicable to the establishment, use and on-going monitoring of mechanisms that may be used to manage extreme, including abnormal, volatility, and/or preserve orderly trading.

Funding strategy elements of an implementable resolution plan

This guidance covers the development of a resolution funding plan for G-SIBs. It builds on the FSB’s August 2016 Guiding Principles on the temporary funding needed to support the orderly resolution of a global systemically important bank (G-SIB) and existing supervisory and resolution guidance on liquidity risk management and resolution planning.

Principles on bail-in execution

This guidance sets out principles for authorities to consider as they develop plans for the effective execution of bail-in resolution strategies for global systemically important banks (G-SIBs). The principles may also be applicable to firms other than G-SIBs to the extent that the application of bail-in powers is envisaged under the authorities’ resolution strategy for those firms.

Strategy to reduce the risk of wholesale payments fraud related to endpoint security

A high-level strategy to reduce the risk of wholesale payments fraud related to endpoint security.

Strengthening governance frameworks to mitigate misconduct risk: a toolkit for firms and supervisors

This report provides a toolkit that firms and supervisors can use to mitigate misconduct risk.

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