{"id":1856047,"date":"2023-04-11T13:31:56","date_gmt":"2023-04-11T11:31:56","guid":{"rendered":"https:\/\/ker2000.com\/?p=1856047"},"modified":"2024-09-26T18:24:17","modified_gmt":"2024-09-26T16:24:17","slug":"mortgages-what-is-interest-rate-risk-compensation","status":"publish","type":"post","link":"https:\/\/ker2000.com\/en\/interest-rate-risk-compensation\/","title":{"rendered":"Mortgages: What is interest rate risk compensation?"},"content":{"rendered":"
In this article, we will explain what interest rate risk compensation<\/strong> is and how it is calculated. Interest rate risk compensation is an important concept in the world of finance that can have a significant impact on your loans and credits. If you’re interested in learning more about how this compensation works and how it can affect you, keep reading to find out.<\/p>\n In a mortgage, one of the commissions that generates the most doubts among users is the interest rate risk compensation. This commission is only applicable to mortgages with a fixed or mixed interest rate, provided that the fixed rate period exceeds 12 months.<\/p>\n The interest rate risk compensation is the amount that a financial institution can charge to a debtor client of a mortgage loan if the client cancels it before the initially agreed maturity date, causing a loss to the institution if the cancellation occurs during a period of falling interest rates. This compensation also applies if total, partial, or subrogated repayments are made on these mortgages to another institution.<\/p>\n<\/div>\n The interest rate risk compensation is used to minimize the risk that changes in interest rates will negatively affect the income and expenses of financial institutions. For example, if after a few months, the market interest rates decrease considerably and the borrower cancels the loan, the bank or savings bank may lose money because, in case of lending the refunded amount again, it will do so at a clearly lower interest rate. To compensate for this loss, this mechanism of interest rate risk compensation is implemented.<\/p>\n <\/p>\n The interest rate risk compensation is calculated based on a series of factors, such as the term of the operation, the applicable interest rate, the historical evolution of interest rates<\/a>, and expectations of their future evolution. In this regard, financial instrument valuation techniques are used to estimate the value of interest rate risk compensation.<\/p>\n It should be clear that the commission applies exclusively for the time remaining to be paid during the fixed-interest period, as the commission is not applicable in periods of time that coincide with variable interest rates.<\/p>\n To calculate the amount of the commission, you must apply the percentage of that commission to the sum of all remaining mortgage payments until the end of the fixed-interest period.<\/p>\n To be able to charge interest rate risk compensation, it is necessary to meet a series of requirements, which vary depending on the financial institution and the type of operation that has been contracted:<\/p>\n In addition, it is important to note that compensation for interest rate risk does not distinguish between whether the cancellation occurs as a result of a subrogation or not, that is, the treatment will be identical in both cases.<\/p>\n Buying a house is a very important decision that involves a series of relevant actions that can affect whether the operation goes well. That’s why it is essential to have professionals who help and advise you throughout the process of investing in a property in Valladolid<\/a>. Our clients endorse us as one of the best real estate agencies in the area, we offer you the greatest peace of mind and guarantee so that signing your mortgage does not generate any headaches.<\/p><\/blockquote>\n <\/p>\n Let’s take the case of a person who takes out a variable rate mortgage with a financial institution. In this case, the monthly payment of the mortgage can vary depending on the evolution of interest rates in the market. To protect themselves against possible fluctuations in interest rates, the financial institution may include a clause for compensation for interest rate risk in the mortgage contract. Mortgage term: 30 years Months already paid: 36 months (3 years) Only 2 years of fixed-rate payments remain. This is 24 months, so the commission will be applied to 24 months of payments.<\/p>\n Amount to apply commission: \u20ac700\/month x 24 months = \u20ac16,800 The commission of \u20ac453.60 would be the result in case of total cancellation of the mortgage or subrogation. To this commission, the cancellation compensation commission agreed upon in the mortgage contract signing would have to be added. Why is it important to keep all this in mind when signing future mortgages? Because the current interest rate in Spain for mortgages in 2023 is around 3%. Even in the second half of the year, we could see fixed rates at 4%.<\/p>\n Compensation for interest rate risk is an important tool to protect financial institutions against fluctuations in interest rates.<\/p>\n It is important to keep in mind that this measure carries an additional cost for homebuyers, so it is recommended to carefully analyze the conditions established in the contract before hiring any financial product. In addition, it is essential to stay up to date with the latest news and changes in interest rates in order to make informed and appropriate financial decisions based on each person’s needs and objectives.<\/p>\n If you are looking for homes for sale in Valladolid<\/a>, you are in the right place. At Ker 2000, we have a team of experts who will help you with the purchase and sale of your home.<\/p>\nWhat is interest rate risk compensation?<\/h2>\n
How is the mortgage compensation calculated in 2023?<\/h2>\n
What requirements must be met for the financial institution to charge interest rate risk compensation?<\/h3>\n
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Example of compensation for interest rate risk:<\/h3>\n
\nAt Ker 2000 we want to give you an example with real data<\/strong> to help you better understand what you are reading:<\/p>\n
\nFixed-rate term: 5 years
\nMonthly mortgage payment: 700 euros\/month<\/p>\n
\nSigned interest rate risk commission: 2.70%<\/p>\n
\nTotal commission to be paid = 2.70% x \u20ac16,800 = \u20ac453.60<\/strong><\/p>\n<\/div>\n
\nIn the case of partial repayment, the commission would be proportional to the reduction in the payment.<\/p>\nConclusions<\/h2>\n