2025-06-10 | Circular 3/2025 (VA) – Annex 1: Forms

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Circular 3/2025 (VA) – Annex 1: Forms

Annex 1 establishes Form F.612.01, which requires entities to submit information for determining the minimum allocation to the provision for bonuses and rebates, including data for interest-bearing liabilities, equity capital, and sources of results. It also mandates Table F.612.01.02 for reporting income, insured persons' participation in profits, and hedging of interest guarantees under section 15 of the Minimum Allocation Regulation. Additionally, Form F.030.03 requires a list of minimum allocation groups with their corresponding designations and comments.

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Federal Financial Supervisory Authority Germany

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