International GAAP® 2019: Generally Accepted Accounting Practice under International Financial Reporting Standards

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  • share appreciation rights (SARs), where employees are entitled to a cash payment

  equivalent to the gain that would have arisen from a holding of a particular number

  of shares from the date of grant to the date of exercise; or

  • phantom options, where employees are entitled to a cash payment equivalent to

  the gain that would have been made by exercising options at a notional price over

  a notional number of shares and then selling the shares at the date of exercise.

  [IFRS 2.31].

  However, IFRS 2 looks beyond the simple issue of whether an award entitles an

  employee to receive instruments that are in form shares or options to the terms of those

  instruments. For example, an award of shares or options over shares whose terms

  provide for their redemption either mandatorily according to their terms (e.g. on

  cessation of employment) or at the employee’s option would be treated as a cash-

  settled, not an equity-settled, award under IFRS 2. [IFRS 2.31]. This is consistent with the

  fact that IAS 32 would regard a share with these terms as a financial liability rather than

  an equity instrument of the issuer (see Chapter 43 at 4).

  In some cases the boundary between equity-settled and cash-settled schemes may

  appear somewhat blurred, so that further analysis may be required to determine

  whether a particular arrangement is equity-settled or cash-settled. Some examples of

  such arrangements are discussed at 9.2 below.

  9.2

  What constitutes a cash-settled award?

  There are a number of possible circumstances in which, on, or shortly after, settlement

  of an equity-settled award either:

  • the entity incurs a cash outflow equivalent to that which would arise on cash-

  settlement (e.g. because it purchases shares in the market at fair value to deliver to

  counterparties); or

  • the counterparty receives a cash inflow equivalent to that which would arise on

  cash-settlement (e.g. because the shares are sold in the market for cash on behalf

  of the counterparty).

  Such situations raise the question of whether such schemes are in fact truly equity-

  settled or cash-settled.

  Examples of relatively common mechanisms for delivering the cash-equivalent of an

  equity-settled award to employees are discussed below. It emerges from the analysis

  below that, in reality, IFRS 2 is driven by questions of form rather than substance. To

  put it rather crudely, what matters is often not so much whether the entity has made a

  cash payment for the fair value of the award, but rather the name of the payee.

  Share-based

  payment

  2647

  The significance of this is that the analysis affects the profit or loss charge for the award,

  as illustrated by Example 30.36 below.

  Example 30.36: Equity-settled award satisfied with market purchase of treasury

  shares

  An entity awards an employee a free share with a fair value at grant date of £5 which has a fair value of £8 at

  vesting. At vesting the entity purchases a share in the market for £8 for delivery to the employee. If the scheme

  were treated as cash-settled, there would be a charge to profit or loss of £8 (the fair value at vesting date –

  see 9.3 below). If it were treated as equity-settled (as required in this case by IFRS 2), profit or loss would

  show a charge of only £5 (the fair value at grant date), with a further net charge of £3 in equity, comprising

  the £8 paid for the share accounted for as a treasury share (see Chapter 43 at 9) less the £5 credit to equity

  (being the credit entry corresponding to the £5 charge to profit or loss – see 4.2 above).

  The analyses below all rely on a precise construction of the definition of a cash-settled

  share-based payment transaction, i.e. one ‘in which the entity acquires goods or services

  by incurring a liability to transfer cash or other assets to the supplier of those goods or

  services for amounts that are based on the price (or value) of equity instruments

  (including shares or share options) of the entity or another group entity’ (emphasis

  added). [IFRS 2 Appendix A]. Thus, if the entity is not actually required – legally or

  constructively – to pay cash to the counterparty, there is no cash-settled transaction

  under IFRS 2, even though the arrangement may give rise to an external cash flow and,

  possibly, a liability under another standard.

  9.2.1

  Formal and informal arrangements for the entity to purchase illiquid

  shares or otherwise settle in cash (awards to be treated as cash-

  settled, including unlisted company schemes)

  Some share-based payment awards, particularly when made by unlisted entities, might

  appear to be equity-settled in form but, in our view, will need to be accounted for as cash-

  settled awards under IFRS 2. This reflects either specific arrangements put in place by the

  entity (or a shareholder) for the employees to sell their shares or, more generally, the

  illiquid market in the shares which, in the absence of compelling evidence to the contrary,

  is likely to result in a cash payment by the entity to the counterparty at some stage.

  This is similar to the assessment for awards where the agreement states that entities

  have a choice of settlement in equity or cash (see 10.2.1.A below).

  9.2.2

  Market purchases of own equity used to satisfy awards

  It is common for an entity to choose to settle equity-settled transactions using shares

  previously purchased in the market rather than by issuing new shares. This does not

  mean that the transaction is cash-settled, since there is no obligation to deliver cash to

  the counterparty. [IFRS 2.B48-49].

  The purchase of own shares is accounted for in accordance with the provisions of IAS 32

  relating to treasury shares and other transactions over own equity (see Chapter 43 at 9).

  A question sometimes asked is whether the entity should recognise some form of

  liability to repurchase its own equity in situations where the entity has a stated policy

  of settling equity-settled transactions using previously purchased treasury shares. In our

  view, the normal provisions of IAS 32 apply. For example, a public commitment to settle

  equity-settled transactions by purchasing treasury shares is no different in substance to

  2648 Chapter 30

  a commitment to a share buyback programme. There would be no question under

  IAS 32 of recognising a liability to repurchase own equity on the basis merely of a

  declared intention. It is only when the entity enters into a forward contract or a call

  option with a third party that some accounting recognition of a future share purchase

  may be required.

  9.2.3

  Market purchases of own equity following equity-settlement of

  award

  An entity might sometimes make a market purchase of its own shares shortly after

  issuing a similar number of shares in settlement of an equity-settled transaction. This

  raises the question of whether such a scheme would be considered as in substance

  cash-settled.

  In our view, further enquiry into the detailed circumstances of the market purchase is

  required in order to determine the appropriate analysis under IFRS 2.

  Broadly speaking, so long as there is no obligation (explicit or implicit) for the entity to


  settle in cash with the counterparty, such market purchase arrangements will not

  require a scheme to be treated as cash-settled under IFRS 2. This will be the case even

  where the entity, as a means of managing the dilutive impact on earnings per share of

  equity-settlement, routinely buys back shares broadly equivalent to the number issued

  in settlement.

  However, in our view, there might be situations in which post-settlement market share

  purchases are indicative of an obligation to the counterparty, such that treatment as a

  cash-settled scheme would be appropriate.

  For example, the shares might be quoted in a market which is not very deep, or in which

  the entity itself is a major participant. If the entity were to create an expectation by

  employees that any shares awarded can always be liquidated immediately, because the

  entity will ensure that there is sufficient depth in the market to do so, it could well be

  appropriate to account for such a scheme as cash-settled. The treatment of schemes in

  which the entity has a choice of settlement, but has created an expectation of cash-

  settlement, provides a relevant analogy (see 10.2.1 below).

  A more extreme example of such a situation would be where the entity has arranged for

  the shares delivered to the counterparty to be sold on the counterparty’s behalf by a

  broker (see 9.2.4 below), but has at the same time entered into a contract to purchase

  those shares from the broker. In that situation, in our view, the substance is that:

  • the entity has created an expectation by the counterparty of a right to receive cash;

  and

  • the broker is no more than an agent paying that cash to the counterparty on behalf

  of the entity.

  Accordingly, it would be appropriate to account for such an arrangement as a cash-

  settled award.

  In a situation where the entity had pre-arranged to purchase some, but not all, the shares

  from the broker, in our view it would generally be appropriate to treat the award as

  cash-settled only to the extent of the shares subject to the purchase agreement.

  Share-based

  payment

  2649

  9.2.4

  Arrangements to sell employees’ shares including ‘broker settlement’

  Many recipients of share awards, particularly employees in lower and middle ranking

  positions within an entity, do not wish to become long-term investors in the entity and

  prefer instead to realise any equity-settled awards in cash soon after receipt. In order to

  facilitate this, the entity may either sell the shares in the market on the employees’

  behalf or, more likely, arrange for a third party broker to do so.

  Such an arrangement (sometimes referred to as ‘broker settlement’) does not of itself

  create a cash-settled award, provided that the entity has not created any obligation to

  provide cash to the employees. If, however, the entity has either created an expectation

  among employees that it will step in to make good any lack of depth in the market, or

  has indeed itself contracted to repurchase the shares in question, that may well mean

  that analysis as a cash-settled scheme is more appropriate (see also 9.2.3 above).

  Broker settlement arrangements may raise a general concern that an entity may be

  masking what are really issues of shares to raise cash to pay its employees as sales of

  shares on behalf of employees. If an entity were simply to issue shares (or reissue

  treasury shares) for cash, and then use that cash to pay an employee’s salary, the

  normal accounting treatment for such a transaction would be to credit equity with the

  proceeds of issue or reissue of shares, and to charge the payment to the employee to

  profit or loss.

  By contrast, a sale of shares on behalf of an employee is undertaken by the entity as

  agent and does not give rise to an increase in equity and an expense, although an

  expense will be recognised for the award of shares under IFRS 2. However, the entity

  may enter into much the same transaction with a broker whether it is selling shares on

  its own behalf or on behalf of its employees. The challenge is therefore for the entity to

  be able to demonstrate the true economic nature of the transaction.

  For this reason, some take the view that a sale of shares can be regarded as part of a

  broker settlement arrangement only if the shares are first legally registered in the name

  of the employee. Whilst we understand the concerns that lie behind this view, we

  nevertheless question whether legal registration is necessary to demonstrate the

  substance of a broker settlement arrangement. For example, suppose that 100 shares

  vest in each of 10 employees who all express a wish that the entity sell the shares on

  their behalf, and the entity then sells 1,000 treasury shares on behalf of the employees,

  but without first re-registering title to the shares to the employees. We do not believe

  that the entity should automatically be precluded from regarding this as a broker

  settlement arrangement, particularly where the treasury shares are held not by the

  entity directly but through an employee benefit trust or similar vehicle (see 12.3 below)

  that is permitted to hold or sell shares only for the benefit of employees.

  By contrast, the entity might regularly purchase and sell treasury shares, but identify

  some of the sales as being undertaken on behalf of employees only after they have

  occurred. Such an arrangement, in our view, is more difficult to construe as a true

  broker-settlement arrangement.

  Where shares are sold on behalf of an employee, they will typically attract transaction

  costs, such as brokerage fees or taxes. If such costs are borne by the entity, they should,

  2650 Chapter 30

  in our view, be included within profit or loss as an additional component of employment

  costs, rather than deducted from equity as a cost of a transaction in own shares.

  This highlights a commercial disadvantage of broker settlement arrangements. The

  entity may have to:

  • purchase shares in the market (incurring transaction costs) on behalf of an

  employee who does not want them and then sell them back into the market on the

  employee’s behalf (incurring more transaction costs); or

  • sell shares in the market (incurring transaction costs) on behalf of an employee who

  does not want them and then buy them back in the market on behalf of another

  employee who does want them (incurring more transaction costs).

  In order to avoid this, entities may try to structure arrangements with their brokers

  involving back-to-back sale and purchase contracts, under which shares are never

  physically delivered, but the entity makes a cash payment to the broker in purported

  settlement of the purchase by the broker of shares on behalf of the entity and the broker

  passes it on to the employee in purported settlement of the sale of the shares by the

  broker on behalf of the employee.

  In our view, such arrangements cannot be seen as equity-settled transactions with

  broker settlement, but must be regarded as cash-settled share-based payment

  transactions, using the broker as paying agent.

  Related issues are raised by the ‘drag along’ and ‘tag along’ rights that are often a feature

  of awards designed to reward employees for a successful
flotation or other exit event

  (see 15.4.6 below).

  9.3

  Cash-settled transactions: required accounting

  9.3.1

  Basic accounting treatment

  It is clear that the ultimate cost of a cash-settled transaction must be the actual cash

  paid to the counterparty, which will be the fair value at settlement date. Moreover,

  the cumulative cost recognised until settlement is clearly a liability, not a component

  of equity.

  The liability is recognised and measured as follows:

  • at each reporting date between grant and settlement the fair value of the award is

  determined in accordance with the specific requirements of IFRS 2;

  • during the vesting period, the liability recognised at each reporting date is the

  IFRS 2 fair value of the award at that date multiplied by the expired portion of the

  vesting period;

  • from the end of the vesting period until settlement, the liability recognised is the

  full fair value of the liability at the reporting date.

  All changes in the liability are recognised in profit or loss for the period.

  [IFRS 2.30-33D, IG Example 12, IG Example 12A]. Where the cost of services received in a cash-

  settled transaction is recognised in the carrying amount of an asset (e.g. inventory) in

  the entity’s statement of financial position, the carrying amount of the asset is not

  adjusted for changes in the fair value of the liability. [IFRS 2.IG19].

  Share-based

  payment

  2651

  The fair value of the liability should be determined, initially and at each reporting

  date until it is settled, by applying an option pricing model, taking into account the

  terms and conditions on which the cash-settled transaction was granted, and the

  extent to which the employees have rendered service to date. [IFRS 2.33]. As part of

  the June 2016 amendments (see 1.2 above), the wording of paragraph 33 was

  expanded to make clear that the determination of fair value is subject to the

  requirements of paragraphs 33A to 33D of IFRS 2. [IFRS 2.33]. These paragraphs

  clarify the treatment of vesting and non-vesting conditions and are discussed further

  at 9.3.2 below.

  This has the effect that, although the liability will ultimately be settled at its then

  intrinsic value, its measurement at reporting dates before settlement is based on its

 

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