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issuance process
flexfunds’ program is as simple as it is efficient. Get started today and our expert onboarding team will take you through
Design your strategy
design your strategy
select the solution that best fits your strategy
Complete the term sheet
complete the term sheet
set the terms and request an issuance date
Program setup
program setup
flex works with its providers to complete the set up process
Launch your strategy
launch your strategy
on the issuance date, Investors participate through Euroclear
innovative solutions
Exchange traded products provide a simple and cost-efficent solution for investment management and distribution. The underlying assets are distributed to investors through a Euroclearable listed security in all investment platforms.
flex portfolio
securitizes a strategy with listed assets in an Interactive Brokers account
Assets
assets
  • Equity, Bonds, Options, FX, Futures
  • ETFs
  • Local securities
Advantages
advantages
  • Trading and custody platform with available leverage
  • Efficient Subscription through Euroclear
  • Actively Managed by the Portfolio Manager
  • No limitations on rebalancing or portfolio composition
  • Cost efficient
Applications
applications
  • Global distribution of a strategy
  • Centralized managed account
  • Fund creation alternative
flex regulated portfolio
securitizes a portfolio of publicly traded assets within an Interactive Brokers account
Assets
assets
  • Equity, Bonds, Options, FX, Futures
  • ETFs
  • Local securities
Advantages
advantages
  • Trading and custody platform with available leverage
  • European UCITs compliant
  • Market to institutional and retail investors
  • Actively Managed by the Portfolio Manager
  • Market Maker as part of the solution
  • Low value tickets
  • Cost efficient
Applications
applications
  • Global distribution of a strategy
  • Centralized managed account
  • Fund creation alternative
flex private program
creates an exclusive umbrella issuer for multiple or larger strategies
Assets
assets
  • Private shares
  • Real Estate
  • Hedge fund and private equity
  • Loan agreements
  • Private debt
Advantages
exclusive advantages
  • Faster issuances per strategy
  • Custom payment terms
  • Series naming rights
  • Administrative efficiencies
  • Global distribution of real estate investment strategies
Applications
applications
  • Feeder funds
  • Offshore fund alternative
  • Equity and debt capital raising
  • Feeder Loans
  • Securitization of real estate investment strategies
flex feeder
securitizes private shares of a fund for additional distribution
Assets
assets
  • Hedge funds
  • Feeder funds
  • Only liquid private funds
Advantages
advantages
  • Subscription efficiencies
  • ISIN / CUSIP through Euroclear
  • Global access
  • Reduced administrative procedures
  • Facilitates capital raising
Applications
applications
  • Feed to existing funds or feeder funds
  • Hedge fund enhanced distribution
  • Reach investors globally