Equity Linked Investments

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For indicative pricing, structuring discussions or product information:

Please contact your Candour sales representative, or reach out to the Candour Structured Investment team.

We can work with you to tailor structures that align with your objectives, risk tolerance and market views.

*Available to Wholesale Investors only.
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Discounted Entry | Defined Equity Exposure | Short Dated Structure

Candour’s Customised Equity Linked Investments provide wholesale clients with short-term, structured exposure to an equity, ETF or index through a discounted purchase price. The structure offers a pre-determined return at maturity and a clear, rules-based payoff profile, without the need to buy the underlying asset outright.
Discounted entry

The investment is purchased below 100 percent of notional, and the return at maturity reflects the accretion from discount to par.

Customisable structure

Investors can pick the underlying asset from eligible ASX or US listed equities, ETFs or major indices, and set the strike level and investment term.

Defined payoff mechanics

The redemption value is determined mechanically by the relationship between the final level of the underlying and the strike.

Cash or physical settlement

Settlement can occur in cash or through delivery of shares, as specified in the Information Memorandum (IM) and Term Sheet.

Wholesale only

Available exclusively to Wholesale Clients as defined under section 761G of the Corporations Act.

How It Works

 
Pick the underlying asset

Select from eligible ASX or US listed equities, ETFs or major equity indices.

Set the structure

Agree the notional amount, strike level and investment term. The investment is then issued at a discounted purchase price, which creates a pre determined return if held to maturity.

Maturity outcomes
  • If Final Level ≥ Strike

The investor receives 100 percent of notional, in cash or shares in line with the IM and Term Sheet.

  • If Final Level < Strike
    • Physical settlement

The investor receives a fixed number of shares: Units delivered = Notional ÷ Strike

    • Cash settlement

The investor receives the cash value of the same share quantity: Cash received = (Notional ÷ Strike) × Final Level

This represents the market value of the shares at maturity, paid in cash instead of physical delivery.

Why Consider This Structure

Return is generated through discounted purchase pricing, rather than through coupons or periodic interest.
Allows investors to implement a short term view on specific equities, sectors or indices without purchasing the underlying directly.
Suits neutral to moderately bullish expectations on the underlying over a defined term.
Provides a clear, transparent payoff structure with simple, mechanical outcomes.

Important Considerations