Fitch Rates AAI Limited's Sub-Debt Issue 'A'
The unsecured subordinated obligations have a final maturity of 18 November 2040. Optional redemption before this date requires the prior written approval of the Australian Prudential Regulation Authority (APRA). The notes include a regulatory non-viability clause and will qualify as regulatory Tier 2 capital for the insurer. The proceeds from the notes will be used for general corporate purposes and will form part of the issuer's shareholder's funds investment portfolio.
KEY RATING DRIVERS
AAI's Tier 2 instrument is classified as subordinated debt and is rated one notch below the company's IDR of 'A+'. Fitch has applied standard notching to the notes including a baseline recovery assumption of 'below average' compared to senior unsecured instruments, and a non-performance risk assessment of 'minimal'. Notching of -1 was applied relative to the IDR, which was based on -1 for recovery and 0 for non-performance risk.
Fitch has applied a 'minimal' classification for non-performance risk to reflect the notes low triggers.
The notes would convert to equity in AAI's ultimate parent Suncorp Group Limited (IDR: A+/Stable) in part or in full should APRA deem that AAI or the group's non-life holding company, Suncorp Insurance Holdings Ltd (SIHL), has become non-viable without conversion and would convert in full without a public-sector capital injection. The notes would be written off in part or in full were SGL unable to convert the notes to equity within five business days of the trigger event date. Interest payments can be deferred at the discretion of AAI or if a regulatory deferral condition subsists.
Under Fitch's methodology, the notes qualify for 100% equity credit as the agency applies a regulatory override to the extent that APRA does. The notes will be treated as 100% debt in financial leverage ratios.
RATING SENSITIVITIES
Any change to AAI's IFS rating would likely result in a corresponding change in AAI's IDR and subordinated debt rating.
For details on the key rating drivers and sensitivities for the IFS rating of AAI, see the rating action commentary titled, "Fitch Upgrades Suncorp's IFS Rating to 'AA-'; Outlook Stable", dated 30 July 2015, available at www.fitchratings.com.
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