The four-year “tax unavailability period”, and, if applicable, the two-year holding period (for options granted from 27 April 2000 onwards), represent a capital risk for the beneficiary of options. Until your operations of exercise and sale have been performed, in the absence of a clear strategy, your gains are potentially uncertain.
Taxation, conditions and optimal selection of the dates of exercise and sale of options, the risk hedging instruments are as numerous as the parameters to be mastered in order to protect you from the risks of financial markets as soon as the options are granted.
There are several categories of hedging products:
Hedging products with or without participations in any market rise:
Dynamic management products
Dynamic management strategies make it possible to optimise your portfolio of stock options according to your expectations, either by remuneration for your wait or by optimising the potential of future assignment.
The offer of hedging products is based on specific conditions that will be made available to you by HSBC Private Bank France.
