Does my client need to go through a separate onboarding or KYC process with LYNK?
No. Because the Notes are acquired like any other tradable security through your client’s existing brokerage account, KYC, AML, and sanctions screening are handled by your regulated broker or custodian as part of their normal account procedures.
What solutions exist to invest in international funds without costly KYC/AML for each client?
When investing in several offshore funds, clients typically must complete separate KYC/AML procedures for each vehicle. Some structured products, such as ETNs or multi-strategy notes, pool multiple strategies under a single issuer and conduct KYC/AML at the issuer level. Once a client is onboarded with the issuer, they can allocate to different underlying exposures without […]
How can clients gain exposure to higher-yielding assets, like private credit or real estate, with a lower ticket size?
High-yielding alternative assets—private credit, real estate and infrastructure—often require large commitments that exclude smaller investors. Fractionalization allows these exposures to be split into smaller units. ETNs and tokenized funds achieve this by issuing notes or digital tokens representing a share of the underlying pool. These structures allow investors to buy smaller amounts, benefit from periodic […]