Professional Documents
Culture Documents
Persons (as defined in Regulation S) unless the securities are registered under the Securities 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.
THIS IS
FlexETP
POOR
Separate
PassManaged
Through
Account
Entity
GOOD
Structured
Note
BETTER
Trust
UCIT /
SICAV
BEST
Fund
FlexETP
Distribution Advantage
Depository Registry/Euroclear
CUSIP/ISIN Published in Bloomberg
Trading Confidentiality
Higher Trailer/Placement Fee
Investment Advantage
Open End Structure
Flexibility in Underlying
Access to Leverage
Tax Advantage
Risk Advantage
Issuer Risk
Confidentiality of Investor
Asset Protection/Cross Claim
Trustee Services
CREATING
OPPORTUNITY
INVESTMENT MANAGER
EXAMPLE OF BENEFITS
INVESTMENT ADVISORS
BROKER-DEALERS
INTERMEDIARY ADVISORS
HEDGE FUNDS
PROJECT DEVELOPERS
PLENTY OF ADVANTAGES
Investment advisors benefit from a turnkey solution issuing a FlexETP,
quickly and easily establishing one of the most advantageous and
flexible vehicles for raising capital and managing underlying assets.
CONFIDENTIALITY
ADVANTAGES
Control
Confidentiality
Private Label
Depository Registry
Administration
Asset Protection
Tax Deferment
CONTROL
PRIVATE LABEL
an advisors identity
FlexETPs are titled pursuant to the request of the
advisor, enhancing name recognition and credibility.
For example, ABC Advisors could title its FlexETP as
ABC Advisors EU Emerging Market Note.
ASSET PROTECTION
ADMINISTRATION
TAX DEFERMENT
KEY SOLUTIONS
FlexETP FUNDS
Develops funds to implement any strategy. The underlying is managed as a fund, and participations
are purchased as bonds with the advantage of the FlexETP. These funds create investment products for
clients that can be managed internally, as well as managing a single clients portfolio.
FlexETP WRAPPER
Subcontract the underlying portfolio management to a third party. A FlexETP can wrap a fund or
investment product for better distribution through quicker platform acceptance and limited regulatory
oversight. In addition, the advisor can determine the investment product characteristics.
IN PARTNERSHIP WITH
Depository
Trustee Services
Transfer Agent
Legal Form
Irish Public Limited Liability Company
Auditor
Framework
Governing Law
The laws of Ireland
FlexETP.com
info@FlexETP.com
+1 646 387 1224
Miami | New York