Structured Products & Fixed Income Offerings for Financial Professionals

Thank you for visiting the new Structured Investments website. Incapital is dedicated to supporting investment professionals with leading products and educational resources. We offer fixed income and structured products through Broker-Dealers, banks and RIAs. Resources on this site include:

Primary and secondary offerings
Search for past offerings documentation
Continuing education for financial professionals
Industry news and newsletters addressing market issues
Links to structured investments websites

Please contact us with questions or feedback regarding this site or our offerings.

Tom Ricketts
Chairman & CEO, Incapital LLC

While individual investors are welcome to access portions of this site, it is primarily intended for financial professionals.

Are you a Financial Professional?

Financial Professionals can register to access aditional offerings, continuing education, and resources available only to Broker-Dealers and RIAs.

Continuing Education

Five courses available to Financial Professionals to improve your knowledge of Structured Investments that may qualify for firm CE credit.

Offerings

View products currently available to Broker-Dealer and Fee-Based accounts including links to the offering documents.

Getting Started

Trading Desks

Broker-Dealer Advisors

RIAs

Issuers

US Distributor of the Year

New Issues^*

JP Morgan Chase
Classic 05/27/2010

UBS
Classic 05/28/2010

JP Morgan Chase
Classic 08/26/2010

UBS
Classic 08/31/2010

JP Morgan Chase
Classic 02/28/2011

UBS
Classic 02/28/2011

Union Bank, N.A.
Participating Index Linked 02/24/2014

Wells Fargo Bank, N.A.
Participating Index Linked 02/26/2014

JP Morgan Chase Bank, N.A.
Participating Index Linked 02/27/2015

JP Morgan Chase Bank, N.A.
Participating Index Linked 02/29/2016

JP Morgan Chase Bank, N.A.
Participating Index Linked 02/26/2016

Union Bank, N.A.
Participating Index Linked 02/24/2016

Wells Fargo Bank, N.A.
Participating Index Linked 02/26/2016

Harris National Association
Callable Index Linked 02/26/2015

JP Morgan Chase Bank, N.A.
Yield Curve Steepener 02/26/2025

JP Morgan Chase Bank, N.A.
Range 02/26/2025

Union Bank, N.A.
Cliquet 08/26/2013

Union Bank, N.A.
Cliquet 02/24/2014

Harris National Association
Cliquet 02/26/2015

JP Morgan Chase Bank, N.A.
Income Generator 02/26/2016

Bank of America Corp.
CPI Linked 02/22/2017

Bank of America Corp.
Yield Curve Steepener 01/13/2025

Goldman Sachs Group, Inc.
Yield Curve Steepener 02/25/2025

Goldman Sachs Group, Inc.
Range 02/26/2025

Citigroup Funding, Inc.
Shark Fin Barrier 02/24/2015

Bank of America Corp.
Income Generator 02/25/2015

JP Morgan Chase
Step-Up Callable 02/26/2025

JP Morgan Chase
Buffered Return Enhanced Note 02/29/2012

UBS
Participating Index Linked 02/27/2015

JP Morgan Chase
Contingent Review 08/26/2011

Goldman Sachs Bank USA
Participating Index Linked 08/27/2015

^*Please see important disclaimers regarding these offerings.

Issuers: