Equity Linked Investments
BEA distributes a wide range of equity linked investments, providing opportunities to gain enhanced returns based on the performance of a single or a basket of linked stock(s), the investment returns of which are linked to the performance of the reference assets. Equity linked investments feature diversified payoff profiles tailored to different investor preferences and provide different payoff structures that balance risk with minimum redemption at maturity or with non-capital protection.
What is Equity Linked Investment?
Equity linked investment (“ELI”) is an unlisted structured investment product which is embedded with derivatives over a single or a basket of linked stock(s).
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Linked Stock(s): A single or a basket of stock(s) listed in Hong Kong or United States stock exchanges. Callable Feature: Some ELIs may be embedded with callable feature. These ELIs may terminate early if the linked stock(s) reaches a predefined level at specified observation date(s), returning the original investment plus coupon if it meets the coupon payment condition. Expiry Payoff: Depending on product features and performance of linked stock(s), the final redemption amount may generally be the original investment amount and potential coupon (if any), minimum redemption amount or delivery of the linked single stock or the worst performing stock if linked to a basket of stocks.
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Please note that the features above are examples for illustration purpose only and not meant to be exhaustive. For detailed product information, please contact your relationship manager or visit our branches.
Investment involves risks:
- The investment decision is yours and you should not invest in this product unless the intermediary sell it to you has explained to you that this product is suitable for you having regard to your financial situation, investment experience and investment objectives.
- Some Equity Linked Investment may not be capital protected and is subject to the performance and risks of the underlying assets, you could lose their entire investment as the underlying may become worthless in extreme cases.
- Some Equity Linked Investment may not have active secondary market, and may take longer time or impossible to sell to the market and may receive an amount which is substantially less than your original investment amount if you sell it or terminate it before maturity.
Important Note
Investment involves risk. This page does not identify all the risks (direct or indirect) or other considerations, which might be material to you when entering into the transactions. Before entering into a transaction, you should ensure that you have sufficient knowledge and experience, and have received sufficient professional advice to make your own evaluation of the merits and risks of such a transaction. You should make sure you fully understand the risks associated with the relevant product and should also consider your own investment objectives and risk tolerance level. You should consult your own business, tax, legal, and/or accounting advisor(s) and refrain from entering into any transaction unless you have fully understood the associated risks and have independently determined that the transaction is appropriate for you.
This page and any indicative terms provided to you are solely for information purposes and do not constitute an offer, invitation or inducement or advice or recommendation on behalf of BEA to any person to buy or sell any security or investment product. The information and analysts contained in this page have been compiled or arrived at from sources believed to be reliable but BEA does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the use hereof.
No representation or warranty is made that any indicative performance or return indicated will be achieved in the future. You are reminded that you are responsible for your investment decisions and should read the relevant offering documents and exercise of your own judgement. The advice or opinion expressed by BEA is based on certain assumptions.
This page has not been reviewed and authorized by any regulators.
This page serves as a generic description of the product. Individual products launched may come with variations to the basic structure. For further clarification on specific products, please contact your financial advisor or seek for independent advice.
