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[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section admin_label=”Section” fullwidth=”off” specialty=”off”][et_pb_row admin_label=”Row”][et_pb_column type=”1_2″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”center” text_font_size=”14″ use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [button link=”http://www.frs102.com/members/premium-toolkit/” type=”big” color=”red”] Return to Main Index[/button] [/et_pb_text][/et_pb_column][et_pb_column type=”1_2″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”center” text_font_size=”14″ use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [button link=”https://uk.frs102.com/members/premium-toolkit/section-4/” type=”big” color=”red”] Return to Section 4 Home[/button] [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section admin_label=”Section” fullwidth=”off” specialty=”off” transparent_background=”off” allow_player_pause=”off” inner_shadow=”off” parallax=”off” parallax_method=”off” padding_mobile=”off” make_fullwidth=”off” use_custom_width=”off” width_unit=”on” make_equal=”off” use_custom_gutter=”off” gutter_width=”3″][et_pb_row admin_label=”Row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Main Body Text” background_layout=”light” text_orientation=”justified” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]

Information to be presented either in the statement of financial position or in the notes

Extract from FRS102: Section 4.12-4.13

4.12 An entity with share capital shall disclose the following, either in the statement of financial position or in the notes:

(a) For each class of share capital:

(ii) The number of shares issued and fully paid, and issued but not fully paid.

(iii) Par value per share, or that the shares have no par value.

(iv) A reconciliation of the number of shares outstanding at the beginning and at the end of the period. This reconciliation need not be presented for prior periods.

(v) The rights, preferences and restrictions attaching to that class including restrictions on the distribution of dividends and the repayment of capital.

(vi) Shares in the entity held by the entity or by its subsidiaries, associates, or joint ventures.

(vii) Shares reserved for issue under options and contracts for the sale of shares, including the terms and amounts.

(b) A description of each reserve within equity.

4.13 An entity without share capital, such as a partnership or trust, shall disclose information equivalent to that required by paragraph 4.12(a), showing changes during the period in each category of equity, and the rights, preferences and restrictions attaching to each category of equity.

OmniPro comment

See application of the guidance below. Under company law, disclosures are required for the comparative year also:


Example 2: Extract from the notes to the financial statements – Ordinary share capital

Called up ordinary share capital               2015               2014
                  CU                 CU
Authorised ordinary share capital    
1,000,000 ordinary shares of CU1 each               XXXX             XXXXX
     
100,000 “A” ordinary shares of CU1 each               XXXX             XXXXX
     
Issued and fully paid ordinary share capital    
492,000 (2014: 512,000) ordinary shares of CU1 each               XXXX               XXXX
7,000 (2014: 7,000) “A” ordinary shares of CU1 each               XXXX              XXXX
Shares presented as equity             XXXXX             XXXXX

On 1 April a further 20,000 ordinary shares were issued at CU1.50 each. The premium on issue is reflected in the share premium reserve.

Preference share capital               2015               2014
                  CU                 CU
Authorised preference share capital    
2,250,000 redeemable convertible “A” preference shares of CU1 each             XXXXX             XXXXX
300,000 11% redeemable cumulative “B” preference shares of CU1 each             XXXXX             XXXXX
100,000 redeemable cumulative “C” preference shares of CU1 each             XXXXX             XXXXX
600,000 3% cumulative redeemable convertible “D” shares of CU1 each             XXXXX             XXXXX
              XXXXX             XXXXX
Issued and fully paid preference share capital    
2,250,000 redeemable convertible “A” preference shares of CU1 each             XXXXX             XXXXX
300,000 11% redeemable cumulative “B” preference shares of CU1 each            XXXXX             XXXXX
Shares presented as liabilities             XXXXX             XXXXX

The redeemable “A” and “B” preference shares are classified as liabilities in accordance with Section 22 (Liabilities and Equity).  The rights attaching to each class of preference shares are as follows:

(a)   11% Redeemable cumulative “B” preference share capital

The holders of these shares shall be entitled to attend all general meetings of the company but not to vote.  The holders are entitled to payment of their dividend in preference to all shareholders with the exception of the “D” shareholders.

The company was due to redeem these shares at par between XXXXX and XXXXX at a rate of 75,000 shares per annum.  All arrears of cumulative dividends are to be paid at the time of redemption.  At XX/XX/XX, these shares had not been redeemed.

The holders in the event of a winding up will be entitled to repayment of capital at par and dividends due in priority to the payment of other share classes.

(b)   Redeemable cumulative “C” preference share capital

       The holders of these shares shall be entitled to attend all general meetings of the company but not to vote.

The shares were entitled to be redeemed at par in equal tranches of 50,000 shares annually on the 1st of June each year commencing XX/XX/XX.  At XX/XX/15 these shares had not been redeemed.

 In the event of a winding up, the “C” shareholders will rank behind the “D” shareholders but in priority to all others in the right to repayment.

 OR ALTERNATIVE LAYOUT

Called up share capital 2015 2014
                  CU          Number                 CU          Number
Issued and fully paid ordinary shares of CU1 each        
Balance at beginning of year                XXX                XXX                XXX                XXX
Issue of share capital                XXX                XXX                XXX                XXX
Redemption of share capital                     –                     –             (XXX)              (XXX) 
Balance at end of year                XXX                XXX                XXX                XXX

On 1 April a further 20,000 ordinary shares were issued at CU1.50 each. The premium on issue is reflected in the share premium reserve.

During the year the company repurchased XX shares at a price of CUXXX per share. The nominal element of the shares bought back were credited to the capital redemption reserve fund and the premium recognised in profit and loss reserves.


Example 3: Extract from the notes to the financial statements – Reserves note

Detailed below are the movements on equity throughout the year. An explanation of each component of equity has also been provided.

  Equity Share Capital Revaluation Reserve Other Reserve Retained Earnings Cash flow hedge Reserve Total attributable to the Parent Non-controlling Interest  Total Equity
  CU CU CU CU CU CU CU CU
Balance at 1 January 2014 100,000 225,000 115,375 115,375 1,000 331,375 100,000 441,375
                 
Changes in ownership interests in subsidiaries which do not result in a loss of control             (100,000)
                 
Profit for the year   10,000   83,818   91,818 2,000 93,818
                 
Balance at 31 December 2014 100,000 225,000 0 209,193 1,000   2,000 535,193
                 
Balance at 1 January 2015 100,000 225,000 0 209,193 1,000 0 0 535,193
                 
Equity Shares issued net of issue costs 20,000             30,000
                 
Profit for the year       1,005,772   1,005,772 10,000 1,005,772
                 
Equitydividends paid (see note XX)       (9,900)   (9,900) (100) (10,000)
                 
Capitalisation of shares     1,000 (1,000)    
Other Comprehensive Income     (15,000)   (15,000) (15,000)   (15,000)
                 
Balance at 31 December 2015 109,000 225,000 (14,000) 1,214,965 (15,000) XXXX 10,100 1,554,965

i) Revaluation reserve

The revaluation reserve arises as a result of the company’s policy of revaluing property, plant and equipment on a regular basis. During the year the depreciation net of the release of deferred tax on the uplift on the valuation was transferred from profit and loss reserves to the revaluation reserve. On inception of the revaluation reserve the reserve was recorded net of deferred tax.

ii) Cash flow hedge reserve

The cash flow hedge reserve is used to record transactions arising from the company’s cash flow hedging arrangements. These are expected to crystalise within the next 12 months as detailed in note X.

iii) Non-distributable reserve

This reserve arose on transition to FRS 102, where the entity applied the exemption in Section 35 of FRS 102 to deem a previous revaluation on property as deemed cost. The amount included in the reserve is net of deferred tax at the rate the asset is expected to be realised. During the year the depreciation net of the release of deferred tax on the uplift on the valuation was transferred from profit and loss reserve to the revaluation reserve. On inception of the non-distributable reserve the reserve was recorded net of deferred tax.

iv) Capital redemption reserve

The capital redemption reserve reflects the nominal value of shares bought back by the company. There was no activity on this reserve in the current year.

v) Share premium

The share premium reflects the premium received on shares issued by the company. The increase arises due to the allotment of 10,000 shares above par during the year as detailed in note X.

vi) Capital development fund

The capital development fund is operated to accumulate funds to meet the cost of further development expenditure. It is envisaged that if the fund is not used for development, either ordinary shares will be issued in respect of amounts collected by the fund, or that contributions received will be refunded to the members.  The issue of shares, refund of monies, or utilisation of the reserve for development purposes is at the discretion of the XXXXXX.  No amount was allocated to the reserve during the year.

vii) Non-controlling interest

The non-controlling interest reserve reflects the proportion of the net assets owned by non-wholly owned subsidiaries. The movement in the year reflects the proportion of profits and other comprehensive income allocated to the non-controlling party.

OR

During the year the group acquired the remaining x% of XYZ Limited for XXX. As a result the non-controlling interest was derecognised and the balance was posted to profit and loss reserves in line with Section 22 of FRS 102.

viii) Other reserves

Other reserves relate to costs incurred on the issue of share based payments to employees which was required to be accounted for in equity under Section 26 of FRS 102.

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