Reporting – HSBC Holdings plc (2015)

Adoption Date:4 September 2003
Country of Headquarters:UK
Region of Headquarters:Europe
Institutional Reporting Hyperlink:http://www.hsbc.com/citizenship/sustainability/finance/equator-principles
Current EPFI Reporting Year/Period:2015
EPFI Reporting in Compliance:Yes

Please read the important notes and disclaimer for further information on ‘EPFI Reporting’, compliance and publication on the Equator Principles Association website.

Further information on this EPFI may be obtained through the Institutional Reporting Hyperlink above.

PROJECT FINANCE ADVISORY SERVICES

Total number mandated in the reporting period: 16

SectorTotal
Sub Total16
Mining
Infrastructure4
Oil & Gas3
Power7
Others2

RegionTotal
Sub Total16
Americas2
Europe, Middle East & Africa11
Asia Pacific3

PROJECT FINANCE TRANSACTIONS

Total number that reached financial close in the reporting period: 19

Totals3142
Totals3142
SectorCategory ACategory BCategory C
Mining2
Infrastructure141
Oil & Gas5
Power3
Others21
RegionCategory ACategory BCategory C
Americas210
Europe, Middle East & Africa111
Asia Pacific31
Country DesignationCategory ACategory BCategory C
Designated11102
Non-Designated24
Independent ReviewCategory ACategory BCategory C
Yes3142
No

1Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment. For the list of Designated Countries, go to: https://www.equator-principles.com/index.php/ep3/designated-countries

PROJECT NAME REPORTING FOR PROJECT FINANCE TRANSACTIONS

No.Project NameSectorHost Country Name/ Project LocationYear of Financial Close
1Adana Integrated Health Campus ProjectInfrastructureTurkey2015
2Corpus Christi LNG LiquefactionOil & GasUSA2015
3Deepwater Wind Block IslandPowerUSA2015
4Desri Springbok 2PowerUSA2015
5Freeport LNG Liquefaction Project (Train 3)Oil & GasUSA2015
6Horse Creek WindPowerUSA2015
7Meter Fit 5 LimitedOthersUK2015
8New Champlain Bridge Corridor ProjectInfrastructureCanada2015
9New Mexico City International Airport - Second PhaseInfrastructureMexico2015
10Northern Beaches HospitalInfrastructureAustralia2015
11OOGTK LIBRAOil & GasBrazil2015
12PT Batutua Tembaga RayaMiningIndonesia2015
13Rabigh 2OthersSaudi Arabia2015
14Ramones II NorteOil & GasMexico2015
15Sabine Pass LNG Liquefaction (Train 5)Oil & GasUSA2015
16Soc Concesionaria Operadora Aeroportuaria - OPAIN - El Dorado International AirportInfrastructureColombia2015

3 projects were not disclosed as per the disclosure conditions specified in Annex B of the Equator Principles

PROJECT-RELATED CORPORATE LOANS

Total number that reached financial close in the reporting period: 11

Totals452
SectorCategory ACategory BCategory C
Mining
Infrastructure21
Oil & Gas1
Power311
Others11
RegionCategory ACategory BCategory C
Americas1
Europe, Middle East & Africa142
Asia Pacific21
Country DesignationCategory ACategory BCategory C
Designated1
Non-Designated452
Independent ReviewCategory ACategory BCategory C
Yes421
No31
Totals452

1Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment. For the list of Designated Countries, go to: https://www.equator-principles.com/index.php/ep3/designated-countries

IMPLEMENTATION OF THE EQUATOR PRINCIPLES

HSBC’s Implementation reporting can be found publicly here: http://www.hsbc.com/our-approach/sustainability/finance/equator-principles. We meet the requirements of the Annex B of the Equator Principles, and we also provide further details not required – for instance, we provide three year trends, report on the value of loans, on project-related bridge loans, and on loans for renewable energy projects.