HSBC HOLDINGS PLC

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

Sector
Total
Mining
Infrastructure 4
Oil & Gas 3
Power 7
Others 2
Sub Total
16

 

Region
Total
Americas 2
Europe, Middle East & Africa 11
Asia Pacific 3
Sub Total
16

 

PROJECT FINANCE TRANSACTIONS


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

Totals
3
14
2
Sector
Category A
Category B
Category C
Mining
2
Infrastructure 1 4 1
Oil & Gas
5
Power
3
Others 2
1
Region
Category A
Category B
Category C
Americas 2 10
Europe, Middle East & Africa 1 1 1
Asia Pacific
3 1
Country Designation
Category A
Category B
Category C
Designated1 1 10 2
Non-Designated 2 4
Independent Review
Category A
Category B
Category C
Yes 3 14 2
No


Totals
3
14
2

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: http://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
Adana Integrated Health Campus Project
Infrastructure Turkey 2015
2
Corpus Christi LNG Liquefaction
Oil & Gas USA 2015
3 Deepwater Wind Block Island Power USA 2015
4 Desri Springbok 2 Power USA 2015
5
Freeport LNG Liquefaction Project (Train 3)
Oil & Gas USA 2015
6 Horse Creek Wind Power USA 2015
7 Meter Fit 5 Limited Others UK 2015
8 New Champlain Bridge Corridor Project Infrastructure Canada 2015
9 New Mexico City International Airport - Second Phase Infrastructure Mexico 2015
10 Northern Beaches Hospital Infrastructure Australia 2015
11 OOGTK LIBRA Oil & Gas Brazil 2015
12 PT Batutua Tembaga Raya Mining Indonesia 2015
13 Rabigh 2 Others Saudi Arabia 2015
14 Ramones II Norte Oil & Gas Mexico 2015
15 Sabine Pass LNG Liquefaction (Train 5) Oil & Gas USA 2015
16 Soc Concesionaria Operadora Aeroportuaria - OPAIN - El Dorado International Airport Infrastructure Colombia 2015


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

Totals
4
5
2
Sector
Category A
Category B
Category C
Mining


Infrastructure
2 1
Oil & Gas
1
Power 3 1 1
Others 1 1
Region
Category A
Category B
Category C
Americas 1

Europe, Middle East & Africa 1 4 2
Asia Pacific 2 1
Country Designation
Category A
Category B
Category C
Designated1


Non-Designated 4 5 2
Independent Review
Category A
Category B
Category C
Yes 4 2 1
No
3 1
Totals
4
5
2

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: http://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.