Downloadable checklists
Get practical guidance, checklists, and answers to your key questions before considering any structured note product.
Use our downloadable checklists and guidance sheets as your first step. By preparing in advance and clarifying each term, you’ll avoid surprises and set expectations correctly. Smart decisions start with clear questions.
Contact usChecklist and questions
Structured notes may offer principal protection or enhanced yield, but reading every term is essential. First, cold-define the basics: principal protection can mean partial or full, and yield is always subject to product rules. Next, challenge the language—look for the precise definition of each feature. Finally, ask for clarification if you find any ambiguity. Smart users know that the best tool is a checklist—and a readiness to ask follow-up questions.
Action checklist for users
The structured note world can be confusing. We turn the spotlight on actionable guidance, so you know what to check and ask—before you make any decisions.
Check the protection details
Full or partial principal protection? Ask for clear terms and review the issuer’s credit standing before you proceed.
Know the underlying asset
Identify the exact underlying asset, and ask how market changes may impact your outcome. Understanding this is crucial.
Review maturity and access
Get clarity on the maturity date and any early exit conditions. Not all notes are equally flexible or liquid.
See how yield works
Ask for sample yield calculations and see how different scenarios play out before making a decision.
Features to check before you decide
Essential checklist pillars
Comparison made simple
See the impact of features
Sample calculations and hypothetical scenarios illustrate how different notes may perform in practice. This makes complex features easier to understand.
Support for smart users
Checklist approach: better structured note decisions
Don’t commit blindly—use checklists and targeted questions to clarify every term and potential scenario before proceeding.
Learn to check principal protection details thoroughly
Check protection levels in each product. Determine if your principal is partially or fully protected, under what terms, and the issuer’s credit quality. This insight helps you make better comparisons and ask the right questions.
Spot the underlying asset and implications
Identify what asset the note is linked to and how its movement affects your potential outcome. Knowing the asset connection will clarify your expectations and highlight potential risks.
Evaluate maturity and liquidity flexibility
Review the maturity date and liquidity conditions. Some notes lock in funds until the end of the term, so you must know when and how you can access your money.