HomeWho it’s forFund managers & administrators
Eligibility by share class, enforced by the token.
Set who may hold each class once. Every transfer respects it.
Today, and with ERC-3643.
Today
Each share class has its own eligibility.
With ERC-3643
Each class’s token carries its own rules.
How it works
- Function
canTransfer()on the class’s compliance contract- Who acts
- Set by the owner. Checked automatically.
- Recorded
ComplianceAddedwhen rules are attached.
Today
Every distributor re-onboards the investor.
With ERC-3643
Credentials from trusted verifiers are reused.
How it works
- Function
- Claims on ONCHAINID, read through the Trusted Issuers Registry
- Who acts
- Verifiers issue claims. The token reads them.
- Recorded
- Claims live on the investor’s identity.
Today
Holder limits tracked by hand.
With ERC-3643
The token enforces the limit at transfer.
How it works
- Function
- Compliance rules checked by
canTransfer() - Who acts
- Automatic, once configured.
- Condition
- The limit must be part of the class’s compliance rules.
- Recorded
- Transfers that would breach it fail.
Today
Subscriptions and redemptions at volume.
With ERC-3643
Issue and cancel units in batches.
How it works
- Function
batchMint(),batchBurn()- Who acts
- An agent of the token.
- Recorded
- One event per investor.
Today
Changing provider means reissuing.
With ERC-3643
Any platform that supports the standard can operate the same token.
How it works
- Function
- The public
IERC3643interface - Who acts
- Whoever the owner appoints.
- Recorded
- Agent changes are recorded on chain.
What stays the same
Your documents and your regulator set the rules. The token makes sure every transfer follows them.
Questions you’ll be asked
Can one fund have several classes with different rules?
Yes. Each class is its own token with its own compliance rules. Classes can share one identity registry storage, so investors are registered once.
Do investors have to repeat KYC for each fund?
No, if the funds trust the same verifiers. The claims on the investor’s identity are reused.
Can we change administrator later?
Yes. The owner appoints new agents, and the token keeps working as before.
Members in fund services
ApexServices to asset managers, capital markets, private clients and family offices.Website
Aztec GroupFund and corporate services for alternative asset classes.Website
CreatrustIndependent corporate, fund and family office services.Website
Kynthos Fund ServicesFund administrator in Hong Kong, traditional and blockchain.Website