Generate Recurring Income with Structured notes
FBS specializes in delivering income structured notes, designed to offer high yields with
tailored risk management.
Why Structured notes?
Structured Notes blend traditional securities, like bonds, with advanced financial instruments called derivatives. This combination creates a customized investment that aligns with specific risk and return objectives. Structured Notes can be linked to various underlying assets, such as stocks, ETFs & indices, offering tailored exposure to different markets.
Why FBS?
Trusted Sourcing:
We source structured notes from leading global financial institutions, including JP Morgan, Morgan Stanley, Goldman Sachs, Barclays, and others.
End-to-End Execution & Support: We handle the entire process—from auctioning notes to setting up and managing accounts—ensuring seamless execution.
Diversification: Offers an alternative asset class, enhancing portfolio diversification with laddering based on recurring income requirement for clients that’s diversified across institutions and time frame, potentially reducing overall risk.
When you invest through
FBS,
we implement our
GROW Model
See How It Applies to You
Previously Presented Structured Notes
| Issuer | Yield | Date | Underlying | Term | Coupon Protection | Principal Protection |
|---|---|---|---|---|---|---|
| Barclays | 11.49% | 10/9/24 | RTY/KRE/NDX | 30% coupon, 15% Principle hard | 20% | 20% Hard |
| Morgan Stanley | 10.75% | 02/05/2025 | SPX/RTY/NDXT | 24 months | 30% | 30% Soft |
| TD | 12.75% | 03/19/2025 | SPX/RTY/NDX | 24 months | 25% | 30% Soft |
| Morgan Stanley | 11.15% | 02/21/2025 | SMH | 36 months | 30% | 30% Soft |
| BofA | 9.5% | 03/07/2025 | NDX/XLK,RTY | 12 months | Fixed Coupon | 30% Soft |
| Barclays | 13.70% | 03/04/2025 | XLE/XLU/XLK | 36 months | 20% | 30% Soft |
| Morgan Stanley | 10.75% | 01/31/2025 | NDXT/RTY/SPX | 24 months | 30% | 30% Soft |
| UBS | 7.5% | 03/31/2025 | SPX/RTY/NDX | 12 months | Fixed Coupon | 30% Soft |
| Barclays | 9.00% | 03/21/2025 | SPX/RTY/NDX | 36 months | 25% | 30% Soft |
Transparent Fee Structure
Best for: Investors seeking enhanced yield, market-linked returns, and downside buffers.
Accepted account types: Individual, Joint, IRA, Trust, LLC
Disclaimer: Investment involves issuer credit risk and early redemption features. Full disclosure is provided per deal.
1%
Recurring annual Fee
No commission Fee
No custodial Fee
