2018/19 Levy Determination 


On 19 December 2017 we published a combined Policy Statement on the Third Triennium Consultation and Consultation Document for Levy Year 2018/19.

2018-19 Third Triennium Policy Statement


Determination & Levy Rules

ABC Appendix
Contingent Asset Appendix
DRC Appendix
Insolvency Risk Appendix
Investment Risk Appendix
MFR Conversion Appendix
SWOSS Appendix
Transfers Appendix
Transformation Appendix

Guidance on ABCs
Guidance on Bespoke Investment Risk Calculation 
Guidance on Block Transfers

Guidance on Contingent Assets (General Part 1 of 4)
Guidance on Contingent Assets (Type A - Part 2 of 4)
Guidance on Contingent Assets (Type B - Part 3 of 4)
Guidance on Contingent Assets (Type C - Part 4 of 4)

Guidance on DRCs
Guidance on Exclusion of Mortgages
Guidance on Insolvency Risk

Form of Type A contingent asset - group company guarantee
Form of Type B(i) contingent asset - security over cash
Form of Type B(ii)EW contingent asset - security over real estate (England and Wales)
Form of Type B(ii)NI contingent asset - security over real estate (Northern Ireland)
Form of Type B(ii)S contingent asset - security over real estate (Scotland)
Form of Type B(iii) contingent asset - security over securities
Form of Type C(i) contingent asset - letter of credit/bank guarantee (evergreen)
Form of Type C(ii) contingent asset - letter of credit/bank guarantee (reducing balance)

Forms on ABCs Certificate 
Forms on CRA Ratings Certificate
Forms on Immaterial Mortgage Certificate
Forms on Pension Scheme Mortgage Certificate
Forms on Refinance Mortgage Certificate
Forms on Rent Deposit Certificate
Forms on Special Category Employer Certificate
Forms on 1819 Accounting Standard Change Certificate

Guidance on 1819 Accounting Standard Change Certificate


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