| Adoption Date: | 4 September 2003 |
| Country of Headquarters: | UK |
| Region of Headquarters: | Europe |
| Institutional Reporting Hyperlink: | https://www.hsbc.com/our-approach/risk-and-responsibility/sustainability-risk/equator-principles |
| Current EPFI Reporting Year/Period: | 2017 |
| EPFI Reporting in Compliance: | Yes |
Reporting – HSBC Holdings plc (2017)
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: 3
Sector Total
Sub Total 3
Mining
Infrastructure
Oil & Gas
Power
Others 3
Region Total
Sub Total 3
Americas 2
Europe, Middle East & Africa 1
Asia Pacific
PROJECT FINANCE TRANSACTIONS
Total number that reached financial close in the reporting period: 10
Totals 3 7 0
Totals 3 7 0
Sector Category A Category B Category C
Mining 1
Infrastructure 1 1
Oil & Gas 1
Power 1 5
Others
Region Category A Category B Category C
Americas 1 5
Europe, Middle East & Africa 1 1
Asia Pacific 1 1
Country Designation Category A Category B Category C
Designated1 1 6
Non-Designated 2 1
Independent Review Category A Category B Category C
Yes 3 7
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 Name Sector Host Country Name/ Project Location Year of Financial Close
1 Kalsel Power Plant Power Indonesia 2017
2 Leviathan Infrastructure Israel 2017
3 Gala Solar Power Plant Power USA 2017
4 Argentina Fastpower Project Financing Power Argentina 2017
5 Coral South FLNG Project Oil & Gas Mozambique 2017
6 Cuyama Solar Power USA 2017
7 AES Southland Power Plant Power USA 2017
8 Hickory Run Power Plant Power USA 2017
9 McCinnis Cement Infrastructure Canada 2017
1 project was 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: 7
Totals 3 4 0
Sector Category A Category B Category C
Mining
Infrastructure 1
Oil & Gas 2
Power 1 1
Others 2
Region Category A Category B Category C
Americas 1
Europe, Middle East & Africa 1 3
Asia Pacific 1 1
Country Designation Category A Category B Category C
Designated1 1
Non-Designated 2 4
Independent Review Category A Category B Category C
Yes 3 1
No 3
Totals 3 4 0
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.
