How to participate

From interest to issuance.

Four defined steps, each with a named owner and a clear output. No step commits you to the next. (placeholder copy, pending review)

Scroll
01

Eligibility

Confirm you qualify

Participation is open to qualifying investors in permitted jurisdictions only. The jurisdiction gate is the first check; formal eligibility is confirmed during onboarding.

You will need
  • Jurisdiction of residence
  • Investor classification
02

Registration

Register your interest

Submit the short form; the team responds with offering documents and next steps. Registering creates no obligation on either side.

You will need
  • Name
  • Email
  • Indicative amount (optional)
03

Onboarding

Complete onboarding

Identity verification and investor classification with the issuer's onboarding provider, in line with AML/KYC obligations.

You will need
  • Identity document
  • Proof of address
  • Source-of-funds information
04

Subscription

Subscribe for tokens

Execute the subscription agreement and fund the subscription. Tokens are issued at the next issuance point under the token terms.

You will need
  • Executed agreement
  • Settlement instructions

Onboarding, identity verification and subscription are handled through the existing FixedNote account flow on the shared CVI Private Wealth platform. Issuer, distributor and onboarding-provider details are [to be confirmed].

Step one starts here.

Confirm your eligibility and register your interest. We take it from there — no obligation.