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Private Products
Unit Trust
A Unit Trust simply pools your money with that of other investors, to form a large fund that can be invested in a portfolio of financial instruments such as equities, bonds and derivatives.
Off Shore Fund
| Fund House | Products Information |
| JPMorgan Asset Management | JPM Global Property Income Fund JPM Middle East Equity Fund |
| Investec Asset Management | INVESCO Global Real Estate Securities Fund (USD) |
On Shore Fund
| Fund House | Products Information |
| First Global Investment Trust Company Limited(FGIT) | FGIT International Trade Fund FGIT Mainstream Fund FGIT The Buffett Fund |
| PCA Securities Investments Trust Co. Ltd | PCA OTC FUND PCA E-TECH FUND PCA INDIA EQUITY FUND PCA Asia Pacific Infrastructure Fund PCA Asia-Pacific High Yield Equity Fund PCA Asia Pacific REITs Fund PCA Asia Pacific REITs Fund (B share with Interest) |
| Investec Asset Management | INVESCO Mainstream Fund INVESCO Dragon Fund INVESCO Capital Appreciation Fund INVESCO Japan Fund |
| HSBC Investments (Taiwan) Limited | HSBC Taiwan Mid & Small Cap Fund |
| JPMorgan Asset Management | JF(Taiwan) Smaller Company Fund JF(Taiwan) Micro Fund |
Structured Notes
Principal Protection, Minimum Return, Tax Benefit, Diversified Underlying
A Structure Note is a new type of financial instrument combining some of the features of fixed iincome products (like zero-coupon bonds) with some features of derivatives. In practice, the principal of Structured Notes is used for buying fixed income products like the zero-coupon bond for the interest is used to invest in derivatives linked to interest rates, foreign exchange rates, commodity futures or equity indexes, and the return of Structured Notes will depend on the performance of the underlying asset.
Features of “Structured Notes”
- Principal Protection*
Issuers or guarantors of some Structured Notes would provide a certain percentage of principal protection at maturity (100% or other percentage). - Minimum return*
Minimum return at different levels may be provided depending on the product. - Diversified Underlying
The Notes may be linked to interest rates (like LIBOR, EURIBOR), foreign exchange rates (like foreign rate of EUR/USD, GBP/USD, etc.), stocks (like Coca-Cola, Microsoft), and equity indices (like S&P 500, Nikkei 225). The return of Structured Notes will depend on the performance of the underlying asset. - Tax Benefit **
Under the current Tax Code, return on investment in offshore structured notes invested through Non-Discretionary Trust accounts in foreign currencies for such purpose is tax exempt.
Issuers or guarantors of some Structured Notes may provide principal protection principal at maturity or offer a minimum return on investment. However, investors still have to assume the credit risk of the issuers and the guarantors.
**Any change in the Tax Code may affect the tax exempt nature of offshore income
Types of Structured Notes
Structured Notes Related Information
- Structured Notes Fee & Channels
- Main risks for investment in “Structured Notes”
- Structured Notes Investment Example
- Indicative bid price
Important Message
Risk Disclosure
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Taiwan
The Hongkong and Shanghai Banking Corporation Limited
Shin Kong Manhattan Plaza
2F, No.8, Sec. 5, Xinyi Road, Taipei 110, Taiwan
Direct line:
(+886) 2 87226880
Fax:
(+886) 2 87226909
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