Reporting – HSBC Holdings plc (2018)

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:2018
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: 2

SectorTotal
Sub Total2
Mining
Infrastructure1
Oil & Gas1
Power
Others

RegionTotal
Sub Total2
Americas2
Europe, Middle East & Africa
Asia Pacific

PROJECT FINANCE TRANSACTIONS

Total number that reached financial close in the reporting period: 6

Totals132
Totals132
SectorCategory ACategory BCategory C
Mining1
Infrastructure2
Oil & Gas1
Power2
Others
RegionCategory ACategory BCategory C
Americas32
Europe, Middle East & Africa
Asia Pacific1
Country DesignationCategory ACategory BCategory C
Designated132
Non-Designated1
Independent ReviewCategory ACategory BCategory C
Yes132
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
1West Park Healthcare Centre P3InfrastructureCanada2018
2Rio BravoPowerUSA2018
3Mount Signal 2PowerUSA2018

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: 10

Totals280
SectorCategory ACategory BCategory C
Mining
Infrastructure14
Oil & Gas1
Power3
Others1
RegionCategory ACategory BCategory C
Americas13
Europe, Middle East & Africa4
Asia Pacific11
Country DesignationCategory ACategory BCategory C
Designated11
Non-Designated27
Independent ReviewCategory ACategory BCategory C
Yes28
No
Totals340

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.