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Case study: Supporting Fidelity International’s first tokenised fund launch
Fidelity International launched a digitally native fund structure designed for on‑chain markets and real‑time processing environments.
The initiative reflects the continued evolution of regulated asset management, as tokenisation and on‑chain workflows are integrated into institutional fund operating models while maintaining established standards of governance, investor protection, and operational control.
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Digital transfer agency for tokenised funds
Supporting regulated, digitally native fund structures with transfer agency services designed for on‑chain markets and real‑time processing environments.
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Investor onboarding and wallet enablement
Enabling digital investor onboarding and wallet whitelisting aligned with applicable regulatory frameworks.
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Real‑time transaction processing
Supporting subscriptions, redemptions, and transaction processing in continuous, always‑on operating models.
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Regulated on‑chain operating models
Extending established fund operating practices into on‑chain environments while maintaining governance, investor protection, and operational control.
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Scalable digital market infrastructure
Providing operational models designed to support liquidity, transparency, and automation in modern digital asset markets.
The challenge
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Digitally native fund structures require operational models that operate beyond traditional, business‑hour processes, while still meeting the same regulatory, governance, and investor protection standards as conventional funds.
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This creates complexity around investor onboarding, transaction processing, and operational oversight in an always‑on, on‑chain environment.
The solution
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We acted as transfer agent, providing transfer agent services to support the tokenised fund structure.
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Our services included digital investor onboarding, wallet whitelisting, and transaction processing, aligned with applicable regulatory frameworks to facilitate operation in real‑time, on‑chain markets.
The result
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Our digital transfer agency capabilities enabled Fidelity International to extend established fund operating practices into an on‑chain environment.
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The model supports continuous, automated processing, and real‑time access to liquidity, removing structural limitations associated with traditional, business‑hour fund operations. The product offers regulated, yield‑bearing U.S. dollar liquidity for institutional and professional investors.
Why Apex Group?
"Apex Group’s transfer agency support helped extend established fund operating practices into an on‑chain environment, while maintaining the standards our clients and regulators expect.”
Emma Pecenicic
Head of Digital Assets Distribution – Fidelity International
We are dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. For over two decades, we have continually disrupted the industry through our investment in innovation and talent.
Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.