| Plan Name | Counterparty | Index | Rate | Kick-out details | Barrier* | Investment Term | Closing date |
|---|---|---|---|---|---|---|---|
| UK 95% Annual Kick-out Plan (HS568) | HSBC Bank plc | FTSE 100 | 7.50 | 60% | up to 6 years | 5/30/2025 12:00:00 AM | |
| UK 95% Annual Kick-out Plan (HS569) | HSBC Bank plc | FTSE 100 | 7.75 | 65% | up to 6 years | 5/30/2025 12:00:00 AM | |
| UK & US Annual Kick-out Plan (MS214) | Morgan Stanley & Co. International | FTSE 100 and S&P 500 | 10.25 | 65% | up to 6 years | 5/30/2025 12:00:00 AM | |
| UK & US Step Down Kick-out Plan (MS215) | Morgan Stanley & Co. International | FTSE 100 and S&P 500 | 8.35 | 65% | up to 6 years | 5/30/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS570) | HSBC Bank plc | FTSE 100 | 6.50 | 60% | up to 6 years | 5/30/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS571) | HSBC Bank plc | FTSE 100 | 6.75 | 65% | up to 6 years | 5/30/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS572) | HSBC Bank plc | FTSE 100 | 7.15 | 60% | up to 6 years | 6/4/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS573) | HSBC Bank plc | FTSE 100 | 7.15 | 60% | up to 6 years | 6/4/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS574) | HSBC Bank plc | FTSE 100 | 7.35 | 65% | up to 6 years | 6/4/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (HS575) | HSBC Bank plc | FTSE 100 | 7.35 | 65% | up to 6 years | 6/4/2025 12:00:00 AM | |
| Europe Annual Kick-out Plan (HS576) | HSBC Bank plc | EURO STOXX 50 | 10.50 | 65% | up to 6 years | 6/4/2025 12:00:00 AM | |
| Europe Step Down Kick-out Plan (HS577) | HSBC Bank plc | EURO STOXX 50 | 8.50 | 65% | up to 6 years | 6/4/2025 12:00:00 AM | |
| UK Annual Kick-out Plan (HS578) | HSBC Bank plc | FTSE 100 | 8.50 | 60% | up to 6 years | 6/4/2025 12:00:00 AM | |
| UK Annual Kick-out Plan (HS579) | HSBC Bank plc | FTSE 100 | 8.75 | 65% | up to 6 years | 6/4/2025 12:00:00 AM | |
| UK Annual Kick-out Plan (SAN074) | Santander UK plc | FTSE 100 | 8.00 | 65% | up to 7 years | 6/13/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (SAN075) | Santander UK plc | FTSE 100 | 6.70 | 65% | up to 6 years | 6/13/2025 12:00:00 AM | |
| UK Defensive Step Down Kick-out Plan (SAN076) | Santander UK plc | FTSE 100 | 6.25 | 65% | up to 6 years | 6/13/2025 12:00:00 AM | |
| UK & Europe Annual Kick-out Plan (CA115) | Credit Agricole CIB | FTSE 100 and EURO STOXX 50 | 11.75 | 65% | up to 6 years | 6/20/2025 12:00:00 AM | |
| UK & Europe Step Down Kick-out Plan (CA116) | Credit Agricole CIB | FTSE 100 and EURO STOXX 50 | 9.25 | 65% | up to 6 years | 6/20/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (CA117) | Credit Agricole CIB | FTSE 100 | 6.30 | 65% | up to 7 years | 6/20/2025 12:00:00 AM | |
| UK Step Down Kick-out Plan (CT134) | Citigroup Global Markets | FTSE 100 | 6.50 | 65% | up to 7 years | 6/20/2025 12:00:00 AM | |
| UK Annual Kick-out Plan (CT135) | Citigroup Global Markets | FTSE 100 | 7.75 | 65% | up to 6 years | 6/20/2025 12:00:00 AM | |
| US Step Down Kick-out Plan (MS216) | Morgan Stanley & Co. International | S&P 500 | 7.85 | 65% | up to 6 years | 7/11/2025 12:00:00 AM |
