Annual Report 2016

F.12. Financial liabilities

(CZK million)31.12.201631.12.2015
Financial liabilities at fair value through profit or loss2,5702,073
Financial derivatives2,5632,066
Other77
Financial liabilities at amortised cost102,25292,417
Financial liabilities at amortised cost related to investment contracts92,81787,661
Bonds and Loans1,2831,391
Net asset value attributable to unit holders917798
Other7,2352,567
Total104,82294,490
Current portion39,35232,356
Non-current portion65,47062,134

XLS

Of which relates to the Transformed fund:

(CZK million)31.12.201631.12.2015
Financial liabilities at fair value through profit or loss1,027805
Financial derivatives1,027805
Financial liabilities at amortised cost92,80787,648
Financial liabilities at amortised cost related to investment contracts92,80787,648
Total93,83488,453
Current portion33,00631,514
Non-current portion60,82856,939

XLS

In December 2012, the Group issued a fixed-coupon bond with the nominal value of CZK 500 million. This bond issue bears an interest rate of 1.83% p.a. Transaction costs related to the bond issue amounted to CZK 2.5 million. The bond is quoted on the secondary market of the Prague Stock Exchange and its maturity will be in the year 2017.

The loan provided to CITY EMPIRIA a.s. by Generali CEE Holding B.V. amounting to CZK 784 million (2015: CZK 891 million) is reported within “Bonds and Loans”.

Other financial liabilities at amortised cost consist of Deposits received from reinsurers of CZK 1,401 milion (2015: CZK 1,402 milion), the bank loan provided to Green Point Offices a.s. amounting to CZK 649 million (2015: CZK 649 million) and the REPO operation amounting to CZK 5,185 million (2015: CZK 0 million).

Bank loans provided to Solitaire a.s. (2015: CZK 280 million) and Pařížská 26 s.r.o. (2015: CZK 236 million) were fully repaid and refinanced internally.

The Group pledged the building and land, lease receivables from the building and the balance in the bank accounts as collateral to the bank loan.

Fair value measurement of Financial liabilities at fair value through profit or loss as at the end of the reporting period:

31.12.2016
(CZK million)

Level 1

Level 2

Level 3

Total
Financial liabilities at fair value through profit or loss202,5502,570
Financial derivatives202,5432,563
Other FVTPL77
Total202,5502,570
31.12.2015
(CZK million)

Level 1

Level 2

Level 3

Total
Financial liabilities at fair value through profit or loss2,0732,073
Financial derivatives2,0662,066
Other FVTPL77
Total2,0732,073

XLS

Of which relates to the Transformed fund:

31.12.2016
(CZK million)

Level 1

Level 2

Level 3

Total
Financial liabilities at fair value through profit or loss1,0271,027
Financial derivatives1,0271,027
Total1,0271,027
31.12.2015
(CZK million)

Level 1

Level 2

Level 3

Total
Financial liabilities at fair value through profit or loss805805
Financial derivatives805805
Total805805

XLS

There were no significant transfers between Levels of fair value measurement categories in 2016 and 2015 for the Group and also for the Transformed fund.

Fair value measurement of Financial liabilities at amortised cost as at the end of the reporting period:

31. 12. 2016
(CZK million)
Level 1Level 2Level 3Total
Financial liabilities at amortised cost9,53192,817102,348
Financial liabilities at amortised cost related to investment contracts92,81792,817
Bonds and Loans1,3501,350
Net asset value attributable to unit holders917917
Other7,2647,264
Total9,53192,817102,348
31.12.2015
(CZK million)
Level 1Level 2Level 3Total
Financial liabilities at amortised cost4,85787,66192,518
Financial liabilities at amortised cost related to investment contracts87,66187,661
Bonds and Loans1,3961,396
Net asset value attributable to unit holders798798
Other2,6632,663
Total4,85787,66192,518

XLS

Of which relates to the Transformed fund

31.12.2016
(CZK million)
Level 1Level 2Level 3Total
Financial liabilities at amortised cost92,80792,807
Financial liabilities at amortised cost related to investment contracts92,80792,807
Total92,80792,807
31.12.2015
(CZK million)
Level 1Level 2Level 3Total
Financial liabilities at amortised cost87,64887,648
Financial liabilities at amortised cost related to investment contracts87,64887,648
Total87,64887,648

XLS

Generally, if available and if the market is defined as active, fair value is equal to the market price.

The fair value is determined primarily on the basis of the income approach using discounting techniques.

In particular, the fair value of debt instruments issued by the Group are valued using discounted cash flow models based on the current marginal rates of funding of the Group for similar types of loans, with maturities consistent with the maturity of the debt instruments subject to valuation.

The fair value of financial liabilities at amortised cost related to investment contracts can be assumed to be equal to its carrying amount, since the fund participants have the right at any moment to withdraw the money from their accounts after one year of being members, and the overwhelming majority of the fund members already fulfil such a condition. The carrying amount can therefore be considered a reasonable approximation of fair value.

The fair value of such liabilities is therefore classified as Level 3.

There were no significant transfers between Levels of fair value measurement categories in 2016 and 2015, both for the Group and also for the Transformed fund.