Cryptoassets standard: gazettal of revised SPM modules and code of practice

CIR Email: [PROMPT_TEST:management-summary-v2] LM-1 Regulatory Framework for Supervision of Liquidity Risk

Document Information

Title: Cryptoassets standard: gazettal of revised SPM modules and code of practice

Type: CIR

URL: https://brdr.hkma.gov.hk/eng/doc-ldg/docId/20251218-2-EN

Email Received: 2026-03-04 10:44

Summary Created: 2026-03-04 10:45

English Summary (5840 chars)
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Management Summary
  • Purpose / Background:
    This notice informs Authorized Institutions (AIs) of the Hong Kong Monetary Authority (HKMA) about the gazettal of eight revised Supervisory Policy Manual (SPM) modules and a revised Banking (Exposure Limits) Code of Practice. These revisions are primarily to implement the Basel Committee's standards on the prudential treatment of cryptoasset exposures and consequential amendments to exposure limits.
  • One-line conclusion (what changed / what needs to be done):
    New HKMA guidelines for cryptoasset exposures and exposure limits are effective from January 1, 2026, requiring AIs to review and update their practices.
  • Key Changes (3-8 bullets):
  • Implementation of Basel Committee's prudential treatment for cryptoasset exposures.
  • Updates to capital adequacy framework for cryptoasset holdings.
  • Revisions to large exposures and risk concentrations related to cryptoassets.
  • Amendments to exposures to connected parties concerning cryptoassets.
  • Modifications to rules on major acquisitions and investments in relation to cryptoassets.
  • Revisions to the regulatory framework for supervision of liquidity risk.
  • Updates to market risk and CVA risk capital charges.
  • Revised Banking (Exposure Limits) Code of Practice.
  • Key Dates / Deadlines:
    Effective Date: January 1, 2026
  • Applicability / Impact scope:
    All Authorized Institutions (AIs) incorporated in Hong Kong.
  • Recommended management actions (3-7 actionable bullets):
  • Review the revised SPM modules and the Banking (Exposure Limits) Code of Practice.
  • Assess the impact of new cryptoasset prudential treatment on capital adequacy.
  • Update internal policies and procedures to align with revised exposure limits and cryptoasset guidelines.
  • Ensure IT systems and data reporting capabilities can accommodate new requirements.
  • Conduct staff training on the updated regulatory framework.
  • Engage with compliance and risk management teams to ensure readiness by the effective date.
Detailed Summary
  1. Document overview (nature, purpose, scope)
    This HKMA circular announces the gazettal of eight revised Supervisory Policy Manual (SPM) modules and a revised Banking (Exposure Limits) Code of Practice. The purpose is to inform Authorized Institutions (AIs) about these updates which are issued as statutory guidelines under the Banking Ordinance. The scope covers prudential treatment of cryptoasset exposures and consequential amendments to exposure limits.
  1. Main requirements (group by topic; state what must be done)
    AIs are required to adhere to the revised SPM modules and the Banking (Exposure Limits) Code of Practice. These include:
  • Capital Adequacy for Cryptoassets: Implementation of the Basel Committee's standard on the prudential treatment of banks' cryptoasset exposures. This will likely impact how cryptoassets are risk-weighted and included in capital calculations.
  • Risk Management and Exposure Limits: Revisions to rules on large exposures, risk concentrations, exposures to connected parties, and major acquisitions/investments, particularly concerning cryptoassets.
  • Liquidity Risk: Updates to the regulatory framework for supervision of liquidity risk.
  • Market and CVA Risk: Revisions to capital charges for market risk and Credit Valuation Adjustment (CVA) risk.
  • Exposure Limits: Amendments to the Banking (Exposure Limits) Code of Practice.
  1. Key changes (vs previous requirements)
    The primary changes stem from the local implementation of Basel Committee standards on cryptoasset exposures. This includes new rules for capital treatment, large exposures, and risk concentrations related to cryptoassets. Additionally, consequential amendments to exposure limit rules have been made. The revised SPM modules and code of practice reflect these significant updates.
  1. Important dates & transition
    The revised SPM modules and the Banking (Exposure Limits) Code of Practice will take effect on January 1, 2026.
  1. Impact and risks (operations/compliance/IT/data/reporting)
    AIs will need to adapt their operations, compliance frameworks, IT systems, and data reporting capabilities to comply with the new regulations. The impact will be most significant for AIs that hold or plan to hold cryptoassets, or have significant exposures that might be affected by the revised exposure limits. Non-compliance could lead to supervisory actions.
  1. Compliance action checklist (practical steps)
  • Obtain and thoroughly read the revised SPM modules:
  • CA-G-1 "Overview of Capital Adequacy Regime for Locally Incorporated Authorized Institutions"
  • CA-G-5 "Supervisory Review Process"
  • CR-G-8 "Large Exposures and Risk Concentrations"
  • CR-G-9 "Exposures to Connected Parties"
  • CR-L-5 "Major Acquisitions and Investments: BELR Part 3"
  • LM-1 "Regulatory Framework for Supervision of Liquidity Risk"
  • MR-1 "Market Risk Capital Charge"
  • MR-2 "CVA Risk Capital Charge"
  • Obtain and review the revised Banking (Exposure Limits) Code of Practice.
  • Conduct a gap analysis to identify areas where current practices do not align with the new requirements.
  • Update internal policies, procedures, and risk management frameworks.
  • Assess and, if necessary, upgrade IT systems for data capture, calculation, and reporting of cryptoasset exposures and other revised limits.
  • Train relevant staff on the updated regulations and their implications.
  • Ensure robust internal controls are in place to monitor compliance.
  1. Appendices/attachments summary (if any; 1-3 sentences each; total <= 20%)
    This document does not contain specific appendices or attachments within the provided text excerpt. The announcement refers to accessing the revised SPM modules and code of practice from the HKMA's Banking Regulatory Document Repository.
中文摘要 (2737 chars)
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管理層摘要

(管理層摘要,繁體中文,<= 800 字。1-2 分鐘讀完可抓到重點,適合直接做 PPT)

  • 目的/背景:
    香港金融管理局 (HKMA) 發布通知,公布了八項經修訂的監管政策手冊 (SPM) 模組以及一項經修訂的操守守則,旨在本地實施巴塞爾委員會關於銀行加密資產風險的審慎處理標準,並納入銀行(資本)(修訂)規則 2025 和銀行(風險敞口限額)(修訂)規則 2025 的相關修訂。
  • 一句話結論(文件要你做什麼/改了什麼):
    HKMA 發布了九項經修訂的監管文件,以更新銀行在加密資產風險敞口方面的資本充足率和風險敞口限額要求,並於 2026 年 1 月 1 日生效。
  • 關鍵變更(3-8 點):
  • 引入新的資本要求以處理銀行的加密資產風險敞口。
  • 修訂了關於風險敞口限額的操守守則,納入與加密資產相關的調整。
  • 更新了多個 SPM 模組,以反映這些變更,包括資本充足率、監管審查、大型風險敞口、關聯方風險敞口、主要收購和投資、流動性風險以及市場風險資本費用。
  • 確保持續符合巴塞爾委員會關於加密資產的國際標準。
  • 預期將影響銀行對加密資產的資本配置和風險管理策略。
  • 重要日期 / 截止日:
  • 生效日期: 2026 年 1 月 1 日。
  • 適用對象 / 影響範圍:
  • 所有持牌機構 (Authorised Institutions)。
  • 預期影響涉及加密資產交易、持有或風險敞口的機構。
  • 管理層建議行動(3-7 點,務必可執行):
  • 仔細審閱所有九項經修訂的 SPM 模組和操守守則,了解具體要求。
  • 評估現有加密資產風險敞口,並預計對資本充足率和風險限額的影響。
  • 更新內部政策、程序和風險管理框架,以符合新的規定。
  • 確保 IT 系統和數據能夠支持新的監管報告和風險衡量要求。
  • 培訓相關員工,確保他們了解新的合規要求。
  • 進行內部審核,確認合規性,並在過渡期內積極準備。
詳細摘要

(詳細摘要,繁體中文;用清晰標題與分點;以正文為主;保留關鍵數字/門檻/比例/金額/定義/引用)

  1. 文檔概述(性質、目的、適用範圍)
  • 性質與目的: 本文件為香港金融管理局 (HKMA) 的通知,公布了八項經修訂的監管政策手冊 (SPM) 模組及一項經修訂的銀行(風險敞口限額)操守守則。其主要目的是為了本地實施巴塞爾委員會關於銀行加密資產風險的審慎處理標準,並納入銀行(資本)(修訂)規則 2025 和銀行(風險敞口限額)(修訂)規則 2025 的相關修訂。
  • 適用範圍: 本通知適用於所有持牌機構 (Authorised Institutions)。
  1. 主要要求(按主題分組,說清楚「要做什麼」)
  • 資本充足率標準(加密資產): 引入了新的資本要求,以審慎處理銀行持有的加密資產風險敞口。這基於巴塞爾委員會的標準,並反映在《銀行(資本)(修訂)規則 2025》中。
  • 風險敞口限額: 修訂了《銀行(風險敞口限額)操守守則》,以納入與加密資產相關的風險敞口限額的調整。《銀行(風險敞口限額)(修訂)規則 2025》涵蓋了這些變更。
  • 監管政策手冊 (SPM) 更新:
  • CA-G-1 "Overview of Capital Adequacy Regime for Locally Incorporated Authorized Institutions":資本充足率制度概述。
  • CA-G-5 "Supervisory Review Process": 監管審查流程。
  • CR-G-8 "Large Exposures and Risk Concentrations": 大型風險敞口和風險集中。
  • CR-G-9 "Exposures to Connected Parties": 關聯方風險敞口。
  • CR-L-5 "Major Acquisitions and Investments : BELR Part 3":主要收購和投資:BELR 第 3 部分。
  • LM-1 "Regulatory Framework for Supervision of Liquidity Risk": 流動性風險監管框架。
  • MR-1 "Market Risk Capital Charge": 市場風險資本費用。
  • MR-2 "CVA Risk Capital Charge": 交易對手信用風險價值 (CVA) 資本費用。
  1. 關鍵變更(對比既有要求/舊政策)
  • 主要變更集中於引入新的資本處理框架,以應對銀行日益增長的加密資產風險敞口。
  • 修訂了現有的風險管理和資本要求框架,以整合對加密資產的監管考量。
  • 將巴塞爾委員會的相關標準本地化,確保香港銀行體系的合規性。
  1. 重要日期與過渡安排(含實施/生效/截止)
  • 生效日期: 所有經修訂的 SPM 模組和操守守則將於 2026 年 1 月 1 日 起生效。
  1. 對機構的影響與風險(營運/合規/IT/資料/報告)
  • 合規風險: 機構需要確保其資本配置、風險管理政策和報告系統能夠準確反映新的加密資產資本要求和風險限額。
  • 營運影響: 可能需要調整與加密資產相關的交易、持有和報告流程。
  • IT 和數據要求: 可能需要更新 IT 系統以支持新的風險衡量和報告要求,並確保數據的準確性和完整性。
  1. 合規動作清單(checklist)
  • [ ] 仔細閱讀並理解所有九項經修訂的 SPM 模組和操守守則。
  • [ ] 評估機構現有及預計的加密資產風險敞口。
  • [ ] 分析新規定對機構資本充足率和風險敞口限額的影響。
  • [ ] 更新內部風險管理政策、資本管理政策和相關操作程序。
  • [ ] 審查和更新 IT 系統,以滿足數據收集、風險計算和報告的新要求。
  • [ ] 確保內部審核和風險監控機制與新規定一致。
  • [ ] 針對受影響的員工提供相關培訓。
  • [ ] 準備向 HKMA 提交任何要求的額外報告或文件。
  1. 附件/附錄摘要(如有;每項 1-3 句;總量 <= 20%)
  • 本通知中未明確列出附件或附錄。通知本身是關於發布經修訂的 SPM 模組和操守守則的通知函。