Jan 31 - Feb 1, 2024

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Panama City

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Book your meeting

Complete the form, and our team will contact you to coordinate the date, place, and time of the meeting.

About

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Schedule a meeting with FlexFunds’ experts, who will share how ETPs can be a more efficient investment vehicle than Swiss Actively Managed Certificates (AMCs) and conventional investment funds, facilitating capital raising.

Why choose FlexFunds?

Our investment vehicles are a more efficient alternative to traditional fund creation, providing key advantages:

Savetime
Save time

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Reduce lead times when issuing your ETP; in approximately six weeks you will be able to launch it to the market.

Efficiency
Administrative efficiency
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The maintenance costs of your ETP are less than half of the other alternatives in the market.

Flexible
Flexible portfolio composition
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Our ETPs securitize liquid and illiquid assets.

Distribution
Facilitate global distribution
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Eases access to custody and trading platforms.

Savetime
Save time

Savetime white

Reduce lead times when issuing your ETP; in approximately six weeks you will be able to launch it to the market.

Efficiency
Administrative efficiency
Efficiency white

The maintenance costs of your ETP are less than half of the other alternatives in the market.

Flexible
Flexible portfolio composition
Flexible white

Our ETPs securitize liquid and illiquid assets.

Distribution
Facilitate global distribution
Distribution white

Eases access to custody and trading platforms.

Who is the target audience?

Hedge Funds
Broker Dealers
Investment Advisors
Family Offices
Other financial professionals

Talk to an expert

FlexDual Portfolio Details

Dual Custody: Securitizes a strategy with listed assets in a Bank of New York Mellon & Interactive Brokers accounts

Applications

  • Bankability: Global distribution of a strategy
  • Centralized managed account
  • Fund creation alternative
  • Custody of locally listed bonds
  • Design a mixed investment strategy of fixed income, equities, and derivatives

Advantages

  • Trading and custody platform with available leverage
  • Efficient subscription through Euroclear
  • Actively managed by a Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient
  • Flexibility in the choice of executing broker for underlying trades

FlexRegulated Portfolio Details

Securitizes a strategy with listed assets in an Interactive Brokers account targeting institutional and retail investors

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Regulated fund creation alternative

Advantages

  • Trading and custody platform with available leverage
  • European UCITs compliant
  • Market to institutional and retail investors
  • Actively managed by a Portfolio Manager
  • Market maker as part of the solution
  • Low value tickets
  • Cost efficient

FlexOpen Portfolio Details

Securitizes a strategy with listed assets in any custodian account

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Regulated fund creation alternative

Advantages

  • Manage portfolios from any major custodian
  • Introducing Broker Dealers maximize revenue from own trading fees structure
  • AUM remain on the introducer broker agreement
  • Efficient subscription through Euroclear
  • Actively managed by the Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient

FlexPortfolio Details

Securitizes a strategy with listed assets in a Bank of New York Mellon or Interactive Broker custodian account

Applications

  • Global distribution of a strategy
  • Centralized managed account
  • Fund creation alternative
  • Custody of locally listed bonds

Advantages

  • Efficient subscription through Euroclear
  • Actively managed by a Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient
  • Flexibility in the choice of executing broker for underlying trades
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Welcome to FlexFunds

We provide our services under the Global Note Programs through several entities that perform different activities. Among these entities are FlexFunds ETP LLC which acts as Calculation Agent, and FlexFunds Ltd, which acts as the Program Coordinator. Before making a decision to invest in the Global Note Programs, you should consider the following:

  1. Independent entities. FlexFunds ETP and FlexFunds Ltd. are not managers of the special purpose vehicles, collectively, responsible for the issuance of Notes under the Global Note Programs.
  2. Coordinated Activities. FlexFunds ETP and FlexFunds Ltd act as coordinators of the different entities participating in the Global Note Programs. However, each of the entities is responsible for its own duties and activities in the process.
  3. Not Broker-Dealer or Investment Adviser. Neither FlexFunds ETP nor FlexFunds Ltd. is a U.S. registered broker-dealer or an investment adviser registered with the U.S. Securities and Exchange Commission. Our entities do not raise capital for clients or the Issuers. We do not solicit any specific products, nor offer investment advice or make investment recommendations, nor do we offer tax, legal, financial advice or otherwise.

FlexFunds ETP may collect data about your computer or device, including, where available, your IP address, operating system and browser type, for system administration and other similar purposes.