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Directions · Reserve Bank of India

Reserve Bank of India (Small Finance Banks – Transfer and Distribution of Credit Risk) Directions, 2025

UR

The four dates on this rule

At a glanceOutside loan participation, legal ownership must transfer to the buyer to the extent of interest transferred. The bank may not purchase stressed loans at all. These directions took effect the day they were placed on RBI's website.

Official RBI page

Numbers to remember

10 per centLoan by loan checks may cover only one third of a portfolio. In that case the seller must retain 10 per cent of the interest. RBI Para 40
2 yearsLoans with tenor up to 2 years need three months of holding; longer loans need six months. RBI Para 43(1)
90 daysThe exemption holds only when the receivable has not more than 90 days left to run at transfer. RBI Para 43(2)
30 daysA warranty replacement of transferred loans must happen within 30 days, on the original terms. RBI Para 52(4)
₹100 croreA stressed exposure of ₹100 crore or more needs two external valuation reports, at the seller's cost. RBI Para 57
12 monthsAfter selling a stressed loan the bank takes no fresh exposure to that borrower for at least 12 months. RBI Para 61
five per centThe minimum mark up for a counter bid is between five per cent and 15 per cent of the base bid. RBI Para 79(2)
five croreBorrowers with sanctioned limits of rupees five crore and above declare their credit lines from other lenders. RBI Para 85(1)
40 per centA risk sharing participation may cover at most 40 per cent of the outstanding, only in accounts not in default. RBI Para 88
91 daysA risk sharing participation runs at least 91 days and at most 180 days, and cannot be transferred. RBI Para 89

What it says

Must know

1. No buying stressed loans

The bank may not purchase stressed loans at all.

2. Terms stay unchanged

A transfer must not change the loan's terms; any change is tested against the restructuring rules.

3. No safety nets

Lenders may not offer credit enhancement or liquidity support in any form on loan transfers.

4. No buying it back

A seller cannot re-acquire a transferred loan except under an approved resolution plan.

5. Borrowers' rights stand

The transfer must not override borrowers' rights, and needed consents must be in hand.

6. RBI told of make-goods

Every replacement of a transferred loan, or damages paid, is reported to RBI's supervision department.

7. No mixing of money

A servicing bank holds the loan cash flows in trust and never mixes them with its own.

8. Checks cannot be outsourced

The buyer's own staff must do the due diligence, with the same rigour as for its own loans.

9. A third checked, tenth kept

Loan by loan checks may cover only one third of a portfolio. In that case the seller must retain 10 per cent of the interest.

10. Hold before you sell

Loans with tenor up to 2 years need three months of holding; longer loans need six months.

11. Ninety days at most

The exemption holds only when the receivable has not more than 90 days left to run at transfer.

12. Thirty days to replace

A warranty replacement of transferred loans must happen within 30 days, on the original terms.

13. Two valuers above 100 crore

A stressed exposure of ₹100 crore or more needs two external valuation reports, at the seller's cost.

BankPulse example. A stressed exposure of ₹120 crore is being transferred. Two external valuation reports are needed, because the exposure is ₹100 crore or more. An exposure of ₹90 crore is below ₹100 crore, so this rule does not apply.

14. Open challenge, big sales

A bilateral stressed sale of ₹100 crore or more must face a public counter bidding round.

15. Twelve months of distance

After selling a stressed loan the bank takes no fresh exposure to that borrower for at least 12 months.

16. The counter bid band

The minimum mark up for a counter bid is between five per cent and 15 per cent of the base bid.

17. Declarations above five crore

Borrowers with sanctioned limits of rupees five crore and above declare their credit lines from other lenders.

18. Risk sharing capped

A risk sharing participation may cover at most 40 per cent of the outstanding, only in accounts not in default.

19. Between 91 and 180 days

A risk sharing participation runs at least 91 days and at most 180 days, and cannot be transferred.

20. Ninety days without risk

A participation without risk sharing runs up to 90 days, repaid with interest even if the loan defaults.

Do it

1. Ownership must move

Outside loan participation, legal ownership must transfer to the buyer to the extent of interest transferred.

2. Sellers kept separate

Staff who transfer loans must work and report independently of staff who originate them.

3. A clean break

The transfer must separate the seller at once from the risks and rewards, to the extent transferred.

4. Same tests for all loans

The seller must underwrite transferred loans by the same standards as loans it keeps.

5. Watch what you bought

The buyer must monitor acquired loans continuously, with periodic stress tests and sensitivity analyses.

Background

1. In force on posting

These directions took effect the day they were placed on RBI's website.

2. Who is covered

These directions apply to small finance banks.

3. Buying only for priority

The bank may buy only standard loan portfolios, from banks and finance companies, to meet priority sector sub targets.

4. One rulebook for transfers

No loan transfer or acquisition may happen outside what this framework permits.

5. A board policy first

A board approved policy sets the standards for due diligence, valuation, systems and oversight.

6. The buyer stands free

The buyer gets an unrestricted right to sell on, with no recourse to the seller beyond what is permitted.

7. No promise to refund

The seller owes no re-purchase, funding or substitution, except for breach of stated warranties.

8. Break the rules, hold capital

If a transfer fails these tests, the buyer holds full capital and the seller keeps the loan on its books.

9. Servicing at arm's length

The seller may service the sold loans only under strict written, arm's length conditions with no hidden support.

10. Cash on the day itself

Transfers are on cash basis only, with the price received not later than the time of transfer.

11. The clock starts at registry

The holding period counts from registering the security with the central registry, CERSAI.

12. Factoring bills exempt

Short factoring receivables may transfer without the holding period, after proper appraisal of the drawee.

13. Paper profit is no capital

Unrealised profit on a transfer is deducted from core capital until the loans mature.

14. Accounts borrower by borrower

Both sides keep borrower wise accounts, so exposure runs to each obligor in the pool.

15. A rating is no shortcut

An external rating of the pool comes after the buyer's own checks and can never replace them.

16. Stressed sales, two ways only

Stressed loans move only by assignment or novation; loan participation is not permitted for them.

17. Top-down identification

The head office actively identifies stressed loans for transfer, and the board reviews those above a threshold.

18. A floor under the discount

The internal valuation's discount rate has a floor: the contracted interest rate charged on the loan.

19. Selling below value hurts now

A sale below net book value is debited to that year's profit and loss account.

20. Even fraud loans move

Even fraud classified loans may transfer to asset reconstruction companies.

21. Unredeemed receipts are losses

Security receipts still unredeemed at the end of the resolution period are treated as loss assets, fully provided.

22. Sharing borrower information

Lenders in consortium arrangements exchange borrower conduct information at least quarterly.

23. Takeovers need a policy

Taking over a borrower's account from another bank follows a board approved policy with staff accountability.

24. Ask before you take over

The taking bank first obtains the borrower's credit information from the current bank in the set format.

25. Old guidance repealed

The earlier credit risk transfer guidance for small finance banks stands repealed.

26. Old actions stay governed

Action already taken under the old rules stays governed by them.

The same subject for other kinds of institution

The same subject for other kinds of institution.

Other RBI rules for small finance banks

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