Romanian Currency Update

Effective July 1, 2005, the official currency of Romania became the New Leu. The three-letter currency code assigned to the new currency by the International Standards Organization (ISO 4217) is RON (the ISO code of the old leu was ROL). The subunit is the New Ban (plural Bani), equal to 1/100 of 1 RON. Until December 31, 2006, RON and ROL will coexist in the marketplace, and ROL will be accepted for settlement of contractual obligations denominated in RON. However, any transactions that take place in a physical currency of ROL will be deemed to have occurred in RON. The statutory exchange rate of ROL to RON is fixed at 10,000:1. The redenomination creates a break in history, which needs to be handled carefully. We consider two possible approaches to handling the redenomination.

Retain old security currency, transfer payments to new currency

One option is to book coupon and principal payments in ROL, and then transfer the booked ROL amounts to a RON cash balance. Where practical, this solution is likely to be preferred since it involves no changes in security setup and only small adjustments in operational procedures, and it is unlikely to have side effects on activities such as portfolio performance measurement.

Change security currency

In cases where it is not practical to retain the old security currency, another option is to create a new security for the RON version of an instrument (this is better than changing the currency of the original security). At a convenient time, but in any case before the end of 2006, positions in the ROL-denominated security can be converted to positions in the RON-denominated security using paired Adds and Delivers. You might want to use the date on which your price vendor changes over to the new standard as the effective date of the Add and Deliver transactions.

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