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BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering auto-callable return notes linked to the S&P 500 Futures Excess Return Index, with an expected term of about five years unless called early.
The notes pay no periodic interest and return depends entirely on the index. If the notes are automatically called on the call observation date, investors receive a fixed call amount and the notes terminate. If not called, and the ending index level is at or above the starting level, holders gain 100% of the index’s increase; if the index finishes below the starting level, only principal is repaid at maturity.
The public offering price is $1,000 per note, with an underwriting discount of up to $2.50 and proceeds to BofA Finance of as low as $997.50 per note. The initial estimated value is expected to be between $946.70 and $986.70 per $1,000. Payments are unsecured and subject to the credit risk of BofA Finance and BAC, the notes will not be listed on an exchange, and various structural, market, conflict and tax risks are highlighted.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering auto-callable, market-linked notes tied to the S&P 500 Futures 35% Volatility Compass TCA 6% Decrement Index ER. The notes have an expected seven-year term, $1,000 denominations and no periodic interest.
The notes can be automatically called quarterly starting in March 2027 for preset call amounts if the index is at or above its starting level. If not called, investors can receive up to $2,715 per $1,000 at maturity if the index is at least 75% of its starting level, full principal back between 50% and 75%, and 1:1 downside below 50%, with up to 100% loss of principal. Initial estimated value is between $930 and $990 per $1,000, reflecting fees, hedging costs and BAC’s internal funding rate.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $9,312,000 of senior unsecured “Jump Securities” linked to the worst performing of the Russell 2000® and S&P 500® indices, maturing February 6, 2032, with full principal at risk.
The notes have a 1‑year non‑call period, then semiannual auto‑call dates starting February 10, 2027. If on a determination date both indices are at or above their initial levels (RTY 2,648.499; SPX 6,917.81), they are redeemed for $1,100–$1,550 per $1,000, corresponding to about 10% per annum, and no further payments occur.
If not called, at maturity investors receive $1,600 per $1,000 if both final index values are at least their initial levels, $1,000 if both are at or above 80% downside thresholds (RTY 2,118.799; SPX 5,534.25), and otherwise $1,000 times the worst index performance factor, which can be far below 80% and as low as zero. Investors forgo dividends and any upside beyond the fixed premiums, and all payments depend on the credit of BofA Finance and BAC. The initial estimated value is $964.40 per $1,000, below the issue price due to internal funding and hedging costs.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $3,500,000 of Buffered Digital Return Notes linked to the S&P 500 Index, maturing February 8, 2028.
The notes offer a fixed digital payment of $1,171.50 per $1,000 principal (a 17.15% return) if the S&P 500 ending level is at least 90% of its starting level of 6,917.81. If the index falls more than 10%, principal is exposed 1:1 to further declines, with up to 90% loss of principal.
The notes pay no periodic interest, are unsecured senior obligations of BofA Finance, guaranteed by BAC, and will not be listed on any exchange. The initial estimated value is $991.40 per $1,000, below the $1,000 public offering price, reflecting internal funding and hedging costs. Underwriting discounts total $10,500, with gross proceeds to BofA Finance of $3,489,500 before expenses.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is issuing $2,759,000 of Auto-Callable Enhanced Return Notes linked to the Nasdaq-100 Technology Sector Index, the Energy Select Sector SPDR ETF and the SPDR S&P Regional Banking ETF.
The notes have an approximately five-year term and may be automatically called starting February 2027 if each underlying is at or above its starting level, paying preset call amounts up to $1,540 per $1,000. If held to maturity and all underlyings finish at or above their starting values, investors receive 125% of the gain of the worst performer. If the worst underlying finishes between 60% and 100% of its starting value, principal is returned. If it falls below 60%, losses match the decline of the worst underlying, up to a total loss.
The notes pay no interest, are unsecured and unsubordinated, and will not be listed on any exchange. The initial estimated value is $951.80 per $1,000, below the $1,000 public offering price, reflecting fees, funding costs and hedging charges.
BofA Finance LLC is issuing $897,000 of Buffered Enhanced Return Notes linked to the S&P 500® Futures Excess Return Index, maturing February 6, 2032. The notes provide 213.00% upside participation if the index ends above its starting level of 561.30, with no periodic interest.
Principal is protected only down to a 15% decline; below the 85.00% threshold (477.11), investors lose 1% of principal for each 1% additional decline, with up to 85% of principal at risk. The notes are senior unsecured obligations of BofA Finance, fully and unconditionally guaranteed by Bank of America Corporation, and were sold at $1,000 per note with an initial estimated value of $976.10.
BofA Finance LLC, guaranteed by Bank of America, is issuing $894,000 of two-year market-linked notes tied to the worst performer of Alphabet Class A, CVS Health and NVIDIA stock. The securities offer a 15.15% per annum contingent coupon, paid monthly only if the lowest-performing stock stays at or above 60% of its starting price.
The notes can be automatically called from May 2026 through January 2028 if the worst-performing stock is at or above its starting price, returning principal plus due coupons. If held to maturity and the worst-performing stock finishes below 50% of its starting price, investors lose more than half, up to all, of principal. The initial estimated value is $975 per $1,000 note versus a $1,000 public offering price.
BofA Finance LLC, fully guaranteed by Bank of America Corporation, is offering market-linked, auto-callable notes tied to the S&P 500® Index, maturing in February 2030. These securities pay no interest and do not guarantee a full return of principal.
The notes can be automatically called on specified annual Call Dates if the index closes at or above the Starting Value, paying back principal plus a fixed Call Premium of at least 7.25% per year, up to at least 29.00% by the final Call Date. If not called, investors are protected against index declines up to 10%, but beyond that they lose 1% of principal for each additional 1% drop, for a potential loss of up to 90%. The initial estimated value per $1,000 note is expected between $904.25 and $964.25, below the public offering price of $1,000.
Bank of America’s BofA Finance LLC is offering $825,000 of auto-callable notes due February 8, 2029, fully and unconditionally guaranteed by Bank of America Corporation. The notes are linked to the least performing of the Nasdaq-100 Technology Sector Index, the Russell 2000 Index and the S&P 500 Index.
The notes pay no interest and may be automatically called beginning February 4, 2027 for $1,167.50 per $1,000, or on February 3, 2028 for $1,335.00, if all three indices are at or above their call values. If held to maturity and each index ends at or above its starting value, investors receive $1,502.50 per $1,000.
If any index falls more than 25% below its starting value and the notes are not called, repayment is reduced 1:1 with the decline of the worst-performing index, with up to 100% of principal at risk. The initial estimated value is $986.70 per $1,000, below the public offering price, reflecting internal funding and hedging costs. Payments depend on the credit risk of BofA Finance and BAC, and the notes will not be listed on any exchange.
BofA Finance LLC is offering Contingent Income Auto-Callable Securities due February 16, 2029, linked to Wells Fargo & Company common stock and fully guaranteed by Bank of America Corporation. These principal-at-risk notes can automatically redeem quarterly if Wells Fargo’s price is at or above the initial share price.
Investors may receive a contingent quarterly coupon of at least $25.00 per $1,000 security (at least 2.50% per quarter, 10.00% per annum) only when Wells Fargo’s price is at or above 75% of the initial share price. If the final share price is below this downside threshold, repayment of principal is reduced 1-to-1 and can fall to zero.