2nd Quarter - Report

HSBC TECHNOLOGY AND SERVICES USA INC. for HSBC TECHNOLOGY AND SERVICES USA INC.

Firm
Client
Income
—
Expenses
$270,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

4 issue areas, each in the filer's own words, with who lobbied on it and where.

Banking BAN

Implementation on Public Law 115-174, the Economic Growth, Regulatory Relief and Consumer Protection Act relating to prudential regulatory requirements such as capital, liquidity, and stress testing. Bank regulatory issues, including US implementation of Basel 3 reforms Financial regulatory reform issues Capital requirements Federal Preemption

Foreign entity interest: As the ultimate parent of HSBC Technology & Services USA, Inc., HSBC Holdings, plc, has interests in the issues above.

LobbyistCovered position, as disclosed
ALYSSA MAROIS —
MARK SCHUERMANN —
DANIEL TAYLOR —

Contacted: SENATE; Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of

Financial Institutions/Investments/Securities FIN

Digital Assets Policy Security-based swaps and securities disclosure regulations Financial crime mitigation, anti-money laundering, know your customer, financial fraud prevention, and sanctions implementation Issues related to treasury market structure, functioning and resilience NPRM (FR 55846) provisions pertaining to U.S. investments in certain national security technologies and products in countries of concern. H.R. 2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025 S. 394, the Guiding and Establishing National Innovation for U.S. Stablecoins of 2025

Foreign entity interest: As the ultimate parent of HSBC Technology & Services USA, Inc., HSBC Holdings, plc, has interests in the issues above.

LobbyistCovered position, as disclosed
ALYSSA MAROIS —
MARK SCHUERMANN —
DANIEL TAYLOR —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of; Commodity Futures Trading Commission (CFTC); State, Dept of (DOS); Commerce, Dept of (DOC); Energy, Dept of; Federal Deposit Insurance Corporation (FDIC)

Bills named: S. 394 (119th), H.R. 2392 (119th)

Trade (domestic/foreign) TRD

Regulatory cooperation through dialogues between governments in support of global trade and data flows across borders. US-UK Economic Prosperity Deal

Foreign entity interest: As the ultimate parent of HSBC Technology & Services USA, Inc., HSBC Holdings, plc, has interests in the issues above.

LobbyistCovered position, as disclosed
ALYSSA MAROIS —
MARK SCHUERMANN —
DANIEL TAYLOR —

Contacted: HOUSE OF REPRESENTATIVES; State, Dept of (DOS); SENATE

Taxation/Internal Revenue Code TAX

Tax policy related to H.R. 1, One Big Beautiful Bill Act, Section 899

Foreign entity interest: As the ultimate parent of HSBC Technology & Services USA, Inc., HSBC Holdings, plc, has interests in the issues above.

LobbyistCovered position, as disclosed
ALYSSA MAROIS —
MARK SCHUERMANN —
DANIEL TAYLOR —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1 (119th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.