LYNK for Regulated Investment Managers


Discover how LYNK can help you kickstart your growth and access investors worlwide

Subscription Feeder
Securitization of an Investment Strategy Subscription

Definition

Securitization of a subscription into a regulated investment strategy


Clients

Regulated Products’ Managers

Advantages

Global Distribution: access investors in multiple banking platforms
immediately


No additional administration or KYC/AML: onboard the issuer as
your only client while investors buy the Note directly from their
existing account
and obtain automated value updates

Transferability: allow the transfer of the Note between
investors
providing possible additional liquidity

How it Works

Quick case study

How can a regulated investment product increase distribution?
How can investors reach such products not currently available?

Current
situation

A regulated investment product needs to administer each investor separately or onboard the product on each banking platform separately

Desired
situation

Access investors globally and seamlessly without
additional onboarding work for banks or investors

Current situation

REGULATED INVESTMENT STRATEGY

SUBSCRIPTION 1

SUBSCRIPTION 2

SUBSCRIPTION 3

INVESTOR 1

INVESTOR 2

INVESTOR 3

Regulated investment strategy needs to set up and administer trades separately.

Desired situation

REGULATED INVESTMENT STRATEGY

SUBSCRIPTION 1

SUBSCRIPTION AGREEMENT IS SECURITIZED

INVESTOR 1

INVESTOR 2

INVESTOR 3

Securities Issuer subscribes to a regulated investment strategy and issues Notes for new investors to participate. The Notes track the performance of the underlying product.

The regulated investment strategy has the Securities Issuer as just another investor. All other investors pass through the Notes, which are transferable, allowing additional liquidity

Ready to move forward ?

Contact us and our specialists
will help you get started