| Plan Name | Counterparty | Index | Rate | Kick-out details | Barrier* | Investment Term | Closing date |
|---|---|---|---|---|---|---|---|
| Japan Annual Kick-out Plan (HS544) | HSBC Bank plc | NIKKEI 225 | 9.75 | 50% | up to 6 years | 2/25/2025 12:00:00 AM | |
| Japan Step Down Kick-out Plan (HS545) | HSBC Bank plc | NIKKEI 225 | 8.25 | 50% | up to 6 years | 2/25/2025 12:00:00 AM | |
| UK Annual Kick-out Plan (HS546) | HSBC Bank plc | FTSE 100 | 7.75 | 60% | up to 6 years | 2/26/2025 12:00:00 AM | |
| UK Annual Kick-out Plan (HS547) | HSBC Bank plc | FTSE 100 | 8.00 | 65% | up to 6 years | 2/26/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS548) | HSBC Bank plc | FTSE 100 | 6.25 | 60% | up to 6 years | 2/26/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS549) | HSBC Bank plc | FTSE 100 | 6.50 | 65% | up to 6 years | 2/26/2025 12:00:00 AM | |
| UK & US Annual Kick-out Plan (MS199) | Morgan Stanley & Co. International | FTSE 100 and S&P 500 | 10.00 | 65% | up to 6 years | 3/7/2025 12:00:00 AM | |
| UK & US Step Down Kick-out Plan (MS200) | Morgan Stanley & Co. International | FTSE 100 and S&P 500 | 8.25 | 65% | up to 6 years | 3/7/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS550) | HSBC Bank plc | FTSE 100 | 6.50 | 60% | up to 6 years | 3/14/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS551) | HSBC Bank plc | FTSE 100 | 6.50 | 60% | up to 6 years | 3/14/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS552) | HSBC Bank plc | FTSE 100 | 6.75 | 65% | up to 6 years | 3/14/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS553) | HSBC Bank plc | FTSE 100 | 6.75 | 65% | up to 6 years | 3/14/2025 12:00:00 AM | |
| Europe Annual Kick-out Plan (HS554) | HSBC Bank plc | EURO STOXX 50 | 10.00 | 65% | up to 6 years | 3/14/2025 12:00:00 AM | |
| Europe Step Down Kick-out Plan (HS555) | HSBC Bank plc | EURO STOXX 50 | 8.50 | 65% | up to 6 years | 3/14/2025 12:00:00 AM | |
| UK & Europe Step Down Kick-out Plan (CA108) | Credit Agricole CIB | FTSE 100 and EURO STOXX 50 | 9.25 | 65% | up to 6 years | 3/21/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (CA109) | Credit Agricole CIB | FTSE 100 | 6.50 | 65% | up to 7 years | 3/21/2025 12:00:00 AM | |
| UK & Europe Annual Kick-out Plan (CA110) | Credit Agricole CIB | FTSE 100 and EURO STOXX 50 | 11.75 | 65% | up to 6 years | 3/21/2025 12:00:00 AM | |
| UK 95% Annual Kick-out Plan (MS206) | Morgan Stanley & Co. International | FTSE 100 | 7.00 | 60% | up to 7 years | 3/21/2025 12:00:00 AM | |
| UK 95% Annual Kick-out Plan (MS207) | Morgan Stanley & Co. International | FTSE 100 | 7.50 | 65% | up to 7 years | 3/21/2025 12:00:00 AM | |
| UK Annual Kick-out Plan (SAN056) | Santander UK plc | FTSE 100 | 8.00 | 65% | up to 7 years | 3/21/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (SAN057) | Santander UK plc | FTSE 100 | 6.75 | 65% | up to 6 years | 3/21/2025 12:00:00 AM | |
| UK Defensive Step Down Kick-out Plan (SAN058) | Santander UK plc | FTSE 100 | 6.30 | 65% | up to 6 years | 3/21/2025 12:00:00 AM | |
| UK Fixed Income Plan (CT128) | Citigroup Global Markets | FTSE 100 | 5.10 | 65% | up to 5 years | 3/21/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (CT129) | Citigroup Global Markets | FTSE 100 | 7.00 | 65% | up to 7 years | 3/21/2025 12:00:00 AM | |
| UK Annual Kick-out Plan (CT130) | Citigroup Global Markets | FTSE 100 | 8.00 | 65% | up to 6 years | 3/21/2025 12:00:00 AM |
