| 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: | 2019 |
| EPFI Reporting in Compliance: | Yes |
Reporting – HSBC Holdings plc (2019)
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: 1
Sector Total
Sub Total 1
Mining
Infrastructure 1
Oil & Gas
Power
Others
Region Total
Sub Total 1
Americas
Europe, Middle East & Africa
Asia Pacific 1
PROJECT FINANCE TRANSACTIONS
Total number that reached financial close in the reporting period: 16
Totals 4 10 2
Totals 4 10 2
Sector Category A Category B Category C
Mining 1
Infrastructure 3 2
Oil & Gas 3
Power 1 6
Others
Region Category A Category B Category C
Americas 7 2
Europe, Middle East & Africa 2
Asia Pacific 2 3
Country Designation Category A Category B Category C
Designated1 10 2
Non-Designated 4
Independent Review Category A Category B Category C
Yes 4 9 2
No 1
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 Bapco Modernisation Programme Oil & Gas Bahrain 2019
2 Hurontario LRT Infrastructure Canada 2019
3 Corner Brook Acute Care Hospital Infrastructure Canada 2019
4 Energy Services Acquisition / Energy Services Modernization Infrastructure Canada 2019
5 Project Marigold Oil & Gas Malaysia 2019
6 Sydney Metro Infrastructure Australia 2019
7 Palmetto Plains Solar Power USA 2019
8 Huntley Solar Power USA 2019
9 Wagyu Solar Power USA 2019
10 El Campo Power USA 2019
11 Prevailing Winds Power USA 2019
12 Cove Mountain Power USA 2019
13 Talison Lithium Mining Australia 2019
14 Formosa 2 Power Taiwan 2019
15 Cross River Rail Infrastructure Australia 2019
16 Duqm Oil & Gas Oman 2019
PROJECT-RELATED CORPORATE LOANS
Total number that reached financial close in the reporting period: 5
Totals 2 3 0
Sector Category A Category B Category C
Mining
Infrastructure 1
Oil & Gas 1 1
Power 1
Others 1
Region Category A Category B Category C
Americas 2 2
Europe, Middle East & Africa 1
Asia Pacific
Country Designation Category A Category B Category C
Designated1 2
Non-Designated 2 1
Independent Review Category A Category B Category C
Yes 2 3
No
Totals 2 3 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.
