Entry and eligibility
Customer and business verification, financial-crime controls, identity and transaction safeguards support the product’s target market and eligible participants.
Financial product, legal and compliance
Established frameworks. Clear product responsibilities.
We support responsible, well-governed fractional investment businesses with the legal, compliance and operating foundations needed to grow with confidence.
Product and investor controls
Turn product rules into a clear investor journey.
Eligibility, disclosures and permitted investor actions belong in the experience, not in a separate manual process. Customers retain their brand, strategy, assets and relationships.
Documents and acknowledgement
Present the relevant disclosures and acknowledgements as part of the investor journey.
Records and permitted actions
Registry and transaction records support administration of subscriptions, distributions and any transfers or exits allowed by the product.
MyBrix product relationship
The legal instrument defines Brix rights, and the controlled digital record reflects them.
Product documents
MyBrix PDS and listing-specific terms
Read together with the property-specific Participation Agreement.
Core contract
Participation Agreement
The core contract for the property and its Brix.
Investor rights
Defined Brix rights
Fractional economic interest in net sale proceeds and, where applicable, net rental proceeds.
Controlled digital record
Authorised Brix holding and transaction record
Controlled participation and auditable digital holding and transaction records under the applicable product terms.
The governing instrument and product documents establish investor rights and economic entitlements. Digital records support registry and administration. Transfers, redemptions, buybacks and exits follow product terms, eligible participants and market conditions. Liquidity and exit timing are not guaranteed.
Accountability
A connected platform with a clear allocation of roles.
The governing documents and service agreements identify the parties responsible for the offering.
Your organisation
Retains the brand, proposition, investment strategy, assets, commercial economics and investor relationships.
Product governance
The relevant issuer, licensee and governance participants approve the product, disclosures and regulated activities allocated to them.
Our role and service providers
We provide the agreed branded journeys, connected records and administration. Account and payment providers supply their own services under their documented terms.
New and existing products
Start with the product’s rights and current arrangements.
A new offering needs a financial instrument, product documents and accountable roles. For an existing fund, the starting point is its governing rights and permissions, investor and registry data, providers and integrations. This establishes the services that can be delivered without changing what makes the fund yours.
Institutional diligence
Put the right documents in front of the right people.
Bring product, legal, compliance and technology teams into a practical discussion of the offering. Review its governing instrument, target market, disclosures, provider agreements and responsibility allocation alongside the investor journeys, records and acceptance requirements.
Product documents
The financial instrument, economic entitlements, eligibility, distribution and permitted lifecycle actions.
Operating evidence
The investor controls, registry and reporting processes, provider service terms and the responsibilities to be included in the agreement.
Documented reference
MyBrix shows one product model in practice.
The MyBrix PDS and Participation Agreement describe product-specific rights and responsibilities for MyBrix. Those arrangements are not a template or approval for another offering.
Product and service documentation must identify the account, payment and provider arrangements that apply to the individual offering.
Discuss the product and the parties behind it.
Work through the financial instrument, investor controls and operating responsibilities relevant to your offering.