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Flex ETP Introduction Package PDF
Flex ETP Introduction Package PDF
Flex ETP Introduction Package PDF
Flex ETP Notes may not be offered or sold in the United States or to U.S. Persons (as defined in Regulation S) unless the securities are registered under the Securi-
ties Act, or an exemption from the registration requirements of the Securities Act is available. The Notes are subject to certain United States tax law requirements.
Contents
1 FlexETP
2 Comparison
4 Partnership
3
FlexETP
Welcome to
FlexETP,
FlexETP, the most efficient
asset management
program concentrating on
price, speed and flexibility.
FlexETPs are exchange traded products
providing a new solution for investment
management and distribution. The underlying
assets are wrapped and distributed through a
euroclearable, listed security.
4
Comparison
the better
option, always.
Investment managers and FlexETPs provide a simple and low cost solution
advisors make an important with reduced regulatory oversight, distribution
decision when choosing the acceptance, no issuer risk, tax deferment,
type of operating vehicle to underlying security flexibility and several other
use for managing assets. additional benefits.
5
Benefits
The key
solutions,
L
FlexETP FlexETP FlexETP
FUND WRAPPER LOAN
In vestors par ticipate in Provide access to private Create a security tied to a
a ny in vestment strateg y securities through a feeder loan agreement. Products
o f p u b l i c s e cu r i t i e s. T h e euroclearable security. Existing can be designed accordingly
u n d e r l y i n g s e cu r i t i e s a re pri vate f unds, entities or to the underlying contract
held in a custodial account securities can be including distributions and/
and are controlled by the distributed directl y to an or interest accrual, which
Portfolio Manager or by an investor's account preventing price/NAV is published in
assigned third party. the need to open and administer the investors statement.
Products can include any fee new accounts and transfers. Through Euroclear, securities
and payment characteristic, Private securities get instant and payments are distributed
and can be used as a product global distribution, exposure to the investors account.
for multiple accounts or to and track record.
manage a single account.
8
Benefits
Creating
opportunities,
Distinct flexibility and Our purpose to bring an efficient investment
low cost development structure comes from a two fold market transition;
of a FlexETP provides Riskier and inefficient brokerage investment model,
significant benefits and and tighter margins on traditional investment
solutions unequaled by products.
any alternative.
7
Benefits
plenty of
advantages,
Investment advisors benefit from a turnkey solution
issuing a FlexFTP, quickly and easily establishing one
of the most advantageous and flexible vehicles for
raising capital and managing underlying assets.
1 CONTROL 5 CONFIDENTIALITY
Advisors control underlying assets and define Composition and trading in an account, as well as the
investment product characteristics investors information, remains confidential
Product offering fees, term, currency and composition Advisors determine if the composition and trading
can be defined and managed by the Advisor activity is disclosed
6
Partnerships
with our
trusted partners.
9
EXCHANGE TRADED PRODUCTS
FlexFundsETP.com
info@FlexFundsETP.com
+1 646 820 8001
Miami