Bank Promotion Exam Guide

Banking Awareness | Banking Knowledge | for all Bank Exams

Module: | Primary Categories & SPPI Rules

Q1: Which of the following statements regarding the primary categories of investment classification for banks are correct?

1. The entire investment portfolio must be classified into three primary categories: Held to Maturity (HTM), Available for Sale (AFS), and Fair Value through Profit and Loss (FVTPL).
2. Held for Trading (HFT) is a distinct fourth primary category separate from FVTPL.
3. Held for Trading (HFT) is a sub-category within the Fair Value through Profit and Loss (FVTPL) category.
4. Subsidiaries, joint ventures, and associates are included in the investment portfolio for these classification norms.
A
1 and 2 only
B
1 and 3 only
C
2 and 4 only
D
1, 3 and 4 only
✅ Correct Answer: B
Banks must classify their investments into three primary categories: HTM, AFS, and FVTPL. 'Held for Trading' (HFT) is explicitly defined as a sub-category within FVTPL, not a separate primary category.
Furthermore, investments in subsidiaries, joint ventures, and associates are excluded from this specific framework of Investment Classification MCQs.