Financial Instruments Classification - IFRS 9

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Lyrics

[Verse 1]
Three buckets wait to sort your assets clean
Amortized cost where simple interest gleams
Fair value through OCI's the middle ground
Fair value through profit loss spins around
But first you need to test the business model
Does management collect or trade and throttle

[Chorus]
Hold to collect, that's amortized cost
SPPI test passed, no complex sauce
Hold and sell both, that's FVOCI
Solely payments, principal and interest free
Everything else goes FVTPL
Classification matters, ring the bell

[Verse 2]
Business model looks at management's intent
Are they holding bonds until they're spent
Or do they sell before maturity
Trading actively for liquidity
The entity level drives this crucial test
Past sales patterns reveal what works best

[Chorus]
Hold to collect, that's amortized cost
SPPI test passed, no complex sauce
Hold and sell both, that's FVOCI
Solely payments, principal and interest free
Everything else goes FVTPL
Classification matters, ring the bell

[Bridge]
Contractual cash flows take the stage
SPPI means the terms won't rage
Principal payments plus interest earned
No leverage features overturned
Embedded derivatives complicate
Push assets to fair value's gate

[Verse 3]
Equity instruments default to FVTPL
Unless you make the OCI election well
Irrevocable choice at recognition
No recycling through profit's jurisdiction
Debt securities need both tests to pass
Otherwise fair value holds the class

[Final Chorus]
Hold to collect, that's amortized cost
SPPI test passed, no complex sauce
Hold and sell both, that's FVOCI
Solely payments, principal and interest free
Everything else goes FVTPL
IFRS 9's got stories to tell

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