我认识的一个CFA提供了几个选项,大家看一下,给点意见:
Income notes
#1.1
Issuer: Barclays
Underlying: The worst of NDX / RTY / INDU
Maturity: 1.75yr. No call for 3m. Callable quarterly after 3m. Auto Call
Coupon: 9.05% per annum contingent coupon subject to 70% coupon barrier, observed and paid quarterly
Principal: 70% contingent protection barrier observed at maturity, 1:1 return if below barrier
Trade date: 09/17/2020
Deadline to submit order : 09/17/2020 11AM EST
CUSIP: 06747QJ24
Term sheet: Attachment 1.1
#1.2
Issuer: Credit Suisse
Underlying: The worst of NDX / RTY / SPX
Maturity: 1.75yr. No call for 6m. Callable quarterly after 6m. Auto Call
Coupon: 7.25% per annum contingent coupon subject to 65% coupon barrier, observed and paid quarterly
Principal: 65% contingent protection barrier observed at maturity, 1:1 return if below barrier
Trade date: 09/18/2020
Deadline to submit order : 09/18/2020 11AM EST
CUSIP: 22552WL60
Term sheet: Attachment 1.2
#1.3
Issuer: Goldman Sachs
Underlying: The lesser of SPX / RTY / NDX
Maturity: 5yr. Snowball coupon, subject to annual auto call.
Coupon: If on any annual review dates the index is above the initial value(95% of the initial value for the last review date), the note will be auto called and the corresponding call premium amount (8.00% step each year) will be paid.
Principal: 65% contingent protection barrier observed at maturity, 1:1 return if below barrier
Trade date: 09/25/2020
Deadline to submit order : 09/25/2020 11AM EST
Cusip: 40057CSV4
Term sheet: Attachment 1.3
Growth Notes
#2.1
Issuer: Credit Suisse
Underlying: The worst of RTY / NDX
Maturity: 1.5yr. subject to semi-annual auto call
Coupon: If on any semi-annual review dates (other than the last review date) the index is above the initial value, the note will be auto called and the corresponding call premium amount (10.00% step each year) will be paid.
Principal: 200.00% uncapped upside participation at maturity if index return is positive, 70% contingent protection barrier observed at maturity, 1:1 return if below barrier.
Trade date: 09/25/2020
Deadline to submit order : 09/25/2020 11AM EST
CUSIP: 22552WHA6
Term sheet: Attachment 2.1
#2.2 Goldman Sachs leveraged Growth Note
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5yr note linked to the lesser of SPX / NDX / INDU
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65% contingent downside protection barrier observed at maturity, 1:1 return if below barrier
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140.00% uncapped upside participation at maturity if index return is positive
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Trade date: 09/25/2020
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Deadline to submit order : 09/25/2020 11AM EST
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CUSIP : 40057CRD5
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Term sheet: Attachment 2.2
#2.3 BNP leveraged Growth Note
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5yr note linked to the lesser of RTY / NDX / INDU
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70% contingent downside protection barrier observed at maturity, 1:1 return if below barrier
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150.00% uncapped upside participation at maturity if index return is positive
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Trade date: 09/25/2020
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Deadline to submit order : 09/25/2020 11AM EST
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CUSIP : 05600FUA5
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Term sheet: Attachment 2.3
Structured CD
#3.1 BMO Harris Bank Structured CD
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7yr structured CD linked to BMOICI5 (BMO Core Investor 5% Target Volatility Index)
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100% FDIC insured principal protection at maturity
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100.00% uncapped upside participation at maturity if index return is positive
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Trade date: 09/25/2020
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Deadline to submit order : 09/25/2020 11AM EST
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CUSIP : 05600XBA7
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Term sheet: Attachment 3.1
都看上去如何呀, 有什么要注意的吗