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Commentary & Deal Flow

NEW ISSUE: Banco Montepio €350m (WNG) 5NC4 Green SP; MS+120/125bp

IGC European Market: Deal Flow - General

Issuer

Term

Call

Maturity

Size

Ranking

Type

IPT

Caixa Económica Montepio Geral

5NC4

4y

22-Jun-31

€350m (WNG)

SP

Fixed to Floating

MS+120/125


IPTs: 5NC4: MS+120/125bp


  • Issuer: Caixa Económica Montepio Geral, Caixa Económica Bancária, S.A. (Ticker: MONTPI)
  • Legal Entity Identifier: 2138004FIUXU3B2MR537
  • Issuer Ratings: Baa2/BBB-/BBB (Moody's/Fitch/DBRS)
  • Expected Issue Ratings: Baa2/BBBH (Moody's/DBRS)
  • Offer: Senior Preferred Notes. The Notes are intended to be MREL-Eligible
  • Size: €350,000,000
  • Form: 5-Year Non-Call 4-Year, Reg S, Book-entry (escriturais) and registered form (nominativas)
  • Tenor: 5NC4
  • Status: Direct, unconditional, unsecured and unsubordinated obligations of the Issuer and will rank at least pari passu among themselves and with any other Senior Higher Priority Liabilities, and senior to all Senior Non-Preferred Liabilities and all present and future subordinated obligations of the Issuer (subject to the provisions of Condition 3 of the Terms and Conditions)
  • Use of Proceeds: The Notes are intended to constitute Green Notes (as defined in the Base Prospectus). An amount equal to the net proceeds from the issue of the Notes is intended to finance or refinance, in whole or in part, a portfolio of Eligible Green Categories under the Issuer's Green, Social and Sustainability Bond Framework https://www.bancomontepio.pt/en/institutional/investor-relations/funding-programmes?tab=green-social-and-sustainability-bond-framework-and-spo
  • IPTs: MS + 120/125bps
  • Pricing Date: 15-Jun-26
  • Settlement Date: 22-Jun-26 (T+5)
  • Maturity Date: 22-Jun-31
  • Optional Redemption Date: 22-Jun-30
  • Coupon: From and including the Issue Date to but excluding the Optional Redemption Date the Notes bear interest at a fixed rate of [●] per annum payable annually in arrear; and from and including the Optional Redemption Date to but excluding the Maturity Date the Notes bear interest at a rate per annum equal to 3mEuribor plus the initial credit spread of [●] bps payable quarterly in arrear
  • Interest Payment Dates: Annually in arrear on 22 June in each year, commencing on 22-Jun-27 and ending on and including 22-Jun-30 and then quarterly in arrears on 22-Sep-30, 22-Dec-30, 22-Mar-31 and 22-Jun-31, in each case subject to adjustment in accordance with the Business Day Convention
  • Issuer Call Option: Applicable, on the Optional Redemption Date, subject to the relevant Competent Authority’s prior permission if and to the extent required under
  • Optional Redemption Date: 22-Jun-30; one-time call option in whole but not in part, at the Optional Redemption Amount together with accrued (but unpaid) interest, at the Issuer’s discretion and subject to the prior consent of the Competent Authority to the extent required, in accordance with Applicable Banking Regulations in force at the relevant time (in compliance with Conditions 5 (d) and 5 (k) of the Terms and Conditions)
  • Clean-up Call Option: Applicable (with notice of no more than 30 and no less than 15 days)
  • Clean-up Call Amount Minimum Percentage: 75%
  • Special Event Redemptions: The Issuer may redeem the notes at any time (or in the case of any redemption occurring post the Optional Redemption Date, on any Interest Payment Date), in whole but not in part, at par together with interest accrued to the date fixed for redemption in the case of: - MREL Event, Clean-Up Call Option (≥75%), Tax Event - Each at par
  • Substitution and Variation: Upon (i) a MREL Event as defined in Condition 5(f), and / or (ii) in order to ensure the effectiveness and enforceability of Condition 15 (Statutory Loss Absorption Powers) of the Terms and Conditions, the Issuer subject to Condition 5(k) may, having given not less than 15 and not more than 60 days notice to the Noteholders, either substitute all (but not some only) of the Notes or vary the terms of the Notes so that the Notes remain or, as appropriate, become Compliant Securities (as defined in Condition 5(j)), provided that such variation does not itself give rise to any option of the Issuer to redeem the varied securities
  • Loss Absorption: Contractual acknowledgment of Bail-in and Statutory Loss Absorption Powers by the Relevant Resolution Authority
  • Events of Default: Applicable as per Condition 9(b) of the Terms and Conditions
  • Negative Pledge: Not Applicable
  • Waiver of Set-Off: Applicable as per Condition 2(d) of the Terms and Conditions
  • Listing: Luxembourg Stock Exchange (Regulated Market)
  • Clearing System: Interbolsa
  • Denomination: €100,000 x €100,000
  • Governing Law: English law, save that Conditions 2 and 15 of the Terms and Conditions and the provisions relating to the form (representação formal) and transfer of the Notes, the creation of security over the Notes and the Interbolsa procedures for the exercise of rights under the Notes, and Clauses 5, 6, 7 and 12 of the Instrument, and any non-contractual obligations arising out of or in connection therewith are governed by, and shall be construed in accordance with, Portuguese law
  • Documentation: The Base Prospectus dated 15-May-26relating to the Issuer’s EUR 6,000,000,000 Euro Medium Term Note Programme and the supplement to it dated 12-Jun-26
  • ISIN / Common Code: PTCMGBOM0045 / [●]
  • Target Market/ PRIIPs: EU MiFID/UK MiFIR Target Market: Eligible Counterparties and Professional investors only (all distribution channels). No EEA PRIIPs KID or UK PRIIPS KID/CCI product summary has been prepared as not available to retail in EEA or the UK
  • Selling Restrictions: As per the Issuer's EUR 6,000,000,000 EMTN Programme dated 15-May-26 (with U.S. Selling Restrictions as Reg. S Compliance Category 2; TEFRA C Applicable)
  • Joint Lead Managers: ABN AMRO, BofA Securities, Deutsche Bank, NatWest, UniCredit
  • GSS Structuring Coordinator: NatWest