exclusive investment options per your customers
The FINEXITY Partner program
With FINEXITY, you can offer your clients high-yield and tradable investments in private markets, which are normally only reserved for professional investors.
How do you benefit
from one partnership?
As part of the partner program, you can send your customers directly and easily to our marketplace, which does the administration for you and at the same time meets all regulatory requirements. As a partner, you receive attractive commissions — and thus automatically earn with every investment made by your customer.
Benefits for you as a FINEXITY partner
- Attractive referral commissions:
Benefit from up to 5% cancellation-free brokerage commission on all investments that your customers make. - Customer protection:
No matter how often your customer invests, we guarantee that your assets will be protected. This is the only way fair cooperation can work. - Sales Support:
We offer you customizable and modern sales materials as well as invitations to exclusive events. - Permanent contact person:
A permanent contact person will regularly inform you about new projects and thus provide you with the best possible support.
Benefits for your customers with FINEXITY
- Exclusivity:
Access to a wide range of tokenized private market investments from various issuers via a single marketplace. - Portfolio diversification:
Expansion of the portfolio through access to five different private market asset classes. - Return potential:
Higher opportunities through digital private market investments that exceed traditional portfolios in terms of risk-adjusted returns. - Tradability:
Your customers can invest completely digitally and trade their shares around the clock.
Successfully withdrawn projects
Mien Boo!
Rahlstedt
Both (2019) and Stream (2020)
Laurent Perrier
Blanes One!
Arrange a personal meeting!
Let's break new ground in the investment market together. Get in touch with us and discover how you can benefit from a partnership with FINEXITY
Yours
contact person
Kevin R. Borowski
Digital Family Office Manager
tel.:
+49 40 299 960 175email:
kevin.borowski@finexity.com
Frequently asked questions.
Here you can find answers to the most frequently asked questions about FINEXITY.
What are the benefits of private market investments?
In recent years, investments in private markets have proven to be extremely successful. For example, private equity investments have regularly exceeded public market returns, which has significantly increased interest and access to these investment opportunities. The traditional 60/40 division between stocks and bonds is no longer sufficient to meet today's financial requirements. A balanced mix of public and private market investments is essential. A strategic allocation to private markets can diversify and optimize the portfolio regardless of the investment horizon. With the help of a trading venue, FINEXITY brings issuers and trading partners together, giving investors access to high-yield and tradable tokenized private market investments.
What does FINEXITY's range of services look like?
With the help of a trading venue, FINEXITY brings issuers and trading partners together, giving investors access to high-yield and tradable tokenized private market investments. Issuers of digital securities (security tokens and, in future, crypto securities) thus benefit from access to trading partners and investors, which leads to faster fundraising with lower asset management fees. FINEXITY offers trading partners, such as banks and asset managers, access to pre-qualified private market investments via a white label solution. This enables them to attract new investors, retain existing customers, and at the same time build up more crisis-resilient portfolios. Investors benefit from high-yield private market investments with lower capital requirements, improved liquidity, lower costs and greater transparency.
How do investments via FINEXITY work?
A digital security is structured via an issuer. This is offered to investors as an investment via a trading partner (e.g. Finexity Invest GmbH). To do so, investors must register on the trading partner's marketplace. Here they can find out more about the investment and view and download the documents provided by the issuer. After successful online authentication via the provider IDnow, they can make the investment. Payment can be made via bank transfer or via the integrated e-wallet solution. As soon as the financing volume of an investment has been reached, the tokens are issued into users' wallets. The investment now appears as an asset on each user's dashboard.
Who is the owner of the investment property?
The owner of the investment property is an object company provided by an issuer. This property company acquires the corresponding property with the capital provided by the investors' tokenized bonds and possibly bank financing. A trading partner (e.g. Finexity Invest GmbH, under the liability umbrella of Effecta GmbH) acts as a (bound) intermediary between the issuer and the investors. This enables investors to subscribe to tokenized bonds that are structured as economic as (pro rata) direct investments. Investors therefore participate in selected investment properties just like owners, but also bear certain risks, which are described in detail in the respective bond conditions and subscription documents.
How does tokenization work and which blockchain is used?
Tokenization allows legitimate ownership claims to be recorded and, at the same time, these claims can be traded. The investment property is acquired through the capital raised and potentially through bank financing. A digital share of one euro each is shown on the blockchain. After successful financing, tokens worth the entire investment amount are issued. Each investor receives a number of tokens according to their investment. This concept is implemented using smart contracts, which digitally define the conditions of the capital investment. After the tokens have been issued to investors, a logged order book is created, which enables the legal identification of current investors. The underlying blockchain is a private permissioned blockchain on Ethereum that meets the strict regulatory requirements in Germany. This ensures legal security for investors. Using a private permissioned blockchain avoids using a decentralized blockchain with hundreds or even tens of thousands of servers, which significantly reduces the environmental footprint. The few servers used are also located in CO2-neutral or compensated data centers.
Which tokens are used and how are they stored?
Security tokens are used that have the same or similar rights as “classic” securities. Securities-like rights are membership rights or debt claims with asset content, similar to shares and debt securities. They then generally represent securities (“Securities sui generis”) within the meaning of Regulation (EU) 2017/1129 (ProspektVO), the Securities Prospectus Act (WpPG) and the Securities Trading Act (WpHG) or financial instruments within the meaning of the Banking Act (KWG) and the Securities Institutions Act (WPIG). For the secure storage of security tokens, a wallet is available to every user as a digital locker for personal storage. No deposit is required and there are no costs for personal safekeeping. The wallet is connected to a login to the technical platform. Neither FINEXITY nor the trading partners have access to users' login data, and the private key to the wallet is also secured in encrypted form by an external authorization and authentication provider. A double opt-in procedure is used for users' email addresses, and every transaction approval is made via mobileTAN via mobile phone number (2FA procedure).