Product instruments establish rights
Investor rights and economic entitlements come from the applicable product instruments and product documents, not a digital record alone.
Compliance and operating model
Legal and compliance foundations for your investment offering.
We bring together financial-product and legal frameworks, compliance workflows, investor records and governance controls in an agreed operating model for a new or existing branded offering. For an existing product, assessment and agreed scope come before any tokenisation or migration.
New offering or existing product
A practical starting point for your offering.
For a new offering, work through the proposition, product framework and who has which decision-making role. For an existing product, the client retains its brand, strategy, assets and relationships. Before any scope is agreed, the governing rights, permissions and approvals, investor and registry data, providers and integrations are assessed.
Digital records support operations
Once configured, digital holdings and transaction records support registry, administration and reporting for the approved product.
Agreed operating model
Product setup. Investor access. Ongoing administration.
Product and approvals
Product-specific allocation of issuer, licensee and disclosure roles; document templates prepared subject to product-specific legal review and approval; and, where applicable, distribution or target-market controls.
Investor onboarding and controls
Configured customer and business verification, financial-crime control, identity and transaction-verification workflows can support participation by verified investors in approved transactions under the product arrangement.
Records and lifecycle administration
Investor records, holdings, transaction history, reporting, complaints and oversight processes, with controlled transfer and redemption workflows where the approved product rules permit them.
Responsibility map
Your business remains yours. The roles are clear.
Your organisation remains responsible for
Brand, assets, investment strategy, commercial economics, client relationship, communications, proposed investor segment, distribution approach, fees, minimums and lifecycle rules.
We configure the agreed scope
The branded web experience, onboarding, eligibility, document-presentment, provider-connected payment, records, reporting, administration and controlled lifecycle workflows.
Relevant parties decide or deliver
The issuer, licensee and governance parties decide the product structure, disclosures, allocation of regulated activities and approvals. Providers deliver account, payment and settlement services under the product and provider terms.
Cash and records
Keep provider-managed available cash separate from the investment holding.
Individual virtual-account and payment arrangements are provided through the applicable providers, and the operator does not hold investor cash. A branded interface can show available cash, digital holdings and transactions, but the provider, account holder, settlement process and responsibilities are confirmed for each product and service arrangement.
Funding, holding and withdrawal
Funding and available cash are subject to the applicable account terms, verification and transaction controls. An approved subscription creates a separate digital holding and transaction record. Withdrawing available cash is different from selling, redeeming or exiting an investment.
Documented MyBrix evidence
A product-specific MyBrix reference for rights, records and branded experience.
The MyBrix PDS describes product-specific roles and rights for that product only. Other offerings need their own product instruments, approvals and arrangements.
Shown here is the genuine MyBrix investor experience. Its product arrangements are specific to MyBrix.
Rights before the record
On printed page 8, the MyBrix PDS describes Brix as contractual economic rights while the property owner retains legal title. The product documents establish those rights, and a digital record does not give a Brix holder title to the property.
Controlled participation
The MyBrix PDS describes controlled digital holding and transaction records. These are MyBrix-specific arrangements, not a universal operating model.
ExploreService documentation
Check which documents apply to your offering.
Product and service context
The offering’s account and service agreements identify the provider, payment and virtual-account arrangements that apply to it. Product and service arrangements remain specific to the relevant documentation.
Bring your investment plan. Agree who will do what.
Discuss a new or existing branded investment offering, the arrangements for your product, and the agreed service scope.