SHORT-TERM NOTES

A shorter path needs clear terms.

Review shorter-duration investment products through a simple, term-focused experience.

NOTE ANATOMY

Read the terms before the return.

TERMDuration

How long capital is committed.

PAYMENTStructure

How payments are defined in the offering.

LIQUIDITYAccess

Whether early withdrawal or transfer is available.

RISKRepayment

Payments depend on the issuer and terms; principal can be at risk.

BEFORE INVESTING

Four questions worth asking.

01

What exactly is the maturity date?

02

How and when are payments made?

03

What could cause a loss or delayed payment?

04

Can the investment be sold or redeemed early?