About Us

Who We Help

Problems We Solve

Solutions

Resources

Talk to an Expert

Sample Structured
Note Offerings

Real-world examples of previously issued structured notes, illustrating how income, growth, and protection features have been structured across different market environments.

Schedule A Call

Scroll to Explore

Sample Structured
Note Offerings

Real-world examples of previously issued structured notes, illustrating how income, growth, and protection features have been structured across different market environments.

Schedule A Call

Scroll to Explore

SAMPLE OFFERINGS

Concrete Examples
of Past Structured Notes

Explore real-world structured note offerings that Claro Advisors has brought to our clients. These past deals help illustrate how structured solutions are designed to deliver income, growth participation, or tailored outcomes across different market environments. All offerings below were exclusive to Registered Investment Advisor (RIA) and Claro Advisors clients.

If you’d like to explore these opportunities further, you can discuss an offering with an advisor directly.

SAMPLE OFFERINGS

Types of Notes

Market-Linked Income Notes

These investments will pay a monthly/quarterly income that is contingent upon the performance of the underlying stock indices

Uncapped Barrier Growth Notes

These investments offer uncapped, enhanced upside participation of a stock index while also offering limited protection from market declines.

Dual Directional Notes

These investments offer upside participation of a stock index while also offering an absolute positive return during periods of negative market returns.

SAMPLE

Market-Linked Income Notes

Issuing Bank

BBVA

UBS

BBVA

UBS

BOA

Citigroup

BNP

BOA

UBS

Tenor

2 Years

18 months

2 Years

3 Years

18 months

Coupon Rate

23.5%

12%

20.49%

13.75%

12.25%

12%

23%

9.9%

13.9%

Coupon Pays

Monthly

Underlying Indices

TSLA, NVDA

SPY, RTY, NDXT

JPM, HOOD

SPY, RTY, NDXT

SPY, RTY, NDX

PLTR, NVDA, TSLA

INDU, RTY, NDXT

INDU. NDX, RTY

Coupon Barrier

40%

30%

50%

30%

50%

30%

Principal Protection Barrier

40%

30%

50%

30%

50%

40%

30%

Trade Date

1/16/26

1/15/26

12/17/25

11/25/25

11/14/25

10/24/25

10/10/25

8/8/25

4/30/25

Cusips

06746ASU8

05556NSZ0

05619JY87

SAMPLE

Growth Barrier Notes

Issuing Bank

Morgan Stanley

BNP

BOA

BNP Paribas

Goldman

Tenor

5 Years

3 years

4 years

5 Years

Leveraged Upside

194%

300%

304%

150%

255%

230%

Max Upside

Uncapped

Underlying Indices

SPXFP

AAPL, MSFT, NVDA

EFA, SX7E

NDX, RTY, XLU

SX5E, EFA

SPXFP

Call Premium

N/A

36% (1 yr)

N/A

18.5% (1 yr)

N/A

Principal Protection Barrier

40%

30%

Trade Date

1/9/26

12/30/25

12/29/25

12/23/25

12/9/25

2/28/25

Cusip

61780ALL7

05619L4C6

05619LBM6

09711NQA1

05619Q6A7.

40058GP62

SAMPLE

Dual Directional Notes

Issuing Bank

BNP

JPM

JP Morgan

Tenor

3 Years

Leveraged Upside %

300%

N/A

139%

Upside

Uncapped

60.5%

Uncapped

Underlying Indices

AAPL, MSFT, NVDA

NDX, SPY

DJIA, NDX, RTY

Call Premium

36% (1 yr)

N/A

Positive Returns

40%

20%

32.5%

Trade Date

12/30/25

12/11/25

1/18/24

Cusips

05619L4C6

48136LZ51

48134TVE1

SEC FILLINGS

Review Offering Documents

For full details on any structured note listed above, investors can review the official offering documents and term sheets filed with the SEC.

You can search by CUSIP or issuer name using the SEC’s EDGAR database.

Search SEC filings on EDGAR

Note: Offering documents are provided by

the issuing bank and filed publicly with the SEC.

Note: Offering documents are provided by

the issuing bank and filed publicly with the SEC.

If you’d like to explore how current structured note opportunities may fit your goals:

Start A Conversation

Want To Learn More?

Learn how structured notes are used and whether they may align with your investment objectives.

Talk to an Expert

Quick Links

Solutions

Enhanced Growth with Protection

Positive Returns in Up or Down Market

Enhanced Income with Protection

100% Principal Protected

Completed Offerings

Social Media

Disclaimer

Claro Advisors Inc. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.

Disclosures and Terms of Use

Form CRS

Structured Notes Disclosure