Evidence-based assets
Sort out where the assets come from, who holds them, and the authorization and information required for the design.
S07 / SECURITIES TOKENIZATION ADVISORY
STO structural design
and issuance landing 。
Explain clearly the assets and rights,
Make issuance and access solid.
Focusing on the underlying assets, securities structure, issuance arrangements and mapping rules, we organize consultant design, collaboration with professional institutions and platform access, so that every step has a plan, division of labor and delivery.
Start with the company's conditions and evaluate cooperation based on the actual scope of work.
DESIGN · COORDINATE · VERIFY Structural plan / file collaboration / issuance promotion / access verification
BEFORE ISSUANCE
Before release,
Let’s make the key relationships clear first.
A set of advanceable STO arrangements requires clear connections between assets, rights, documents and platforms. S07 organizes these work into consulting services to help enterprises and responsible parties collaborate around the same solution.
The right to speak clearly
Discuss the issuer, holder's rights, securities restrictions and mapping relationships in the same structure.
Acceptable implementation
Make it clear who provides, reviews, and executes each stage, and how delivery is verified.
YOUR STARTING POINT
Enterprises have different starting points.
The focus of the first discussion was also different.
Choose the closest enterprise conditions to see what to prepare. These are conversation starting points; actual suitability requires review of materials and professional opinions.
FIRST CONVERSATION / communication starting point
Start with existing securities and governance conditions.
Hope to discuss STO access based on existing securities assets, and give priority to confirming rights, restrictions, subject authorization and the support scope of related systems.
- What types of securities or assets are to be included?
- What are the existing holding, registration and custody relationships?
- Want to get through distribution, mapping or platform access?
You can prepare it first
Listed entities and securities information, existing rights arrangements, and planned matters.
FIRST CONVERSATION / communication starting point
First, let’s clarify the relationship between value and security carrying.
has existing technology, business or resource base and hopes to study capital carrying and STO structures. It is necessary to first explain the project value, subject relationship, and information available for professional review.
- What is the existing business and rights basis?
- Is there an adapted securities carrier?
- Which preliminary capital arrangements are required before structural design?
You can prepare it first
Project introduction, entity relationships, asset or business materials and capital goals.
FIRST CONVERSATION / communication starting point
First clarify the assets, operations and collaboration entities.
For industry resources, operating assets or multi-party collaboration, organize ownership, return relationships, capital structure and participants within one plan.
- What assets and operating facts are included in the discussion?
- What rights do each participant have?
- Does it involve private placement, asset loading or other capital arrangements?
You can prepare it first
Industry and asset overview, entity relationship diagram, operating information and integration goals.
FIRST CONVERSATION / communication starting point
Consider master planning and issuance structure together.
If you plan to obtain or build an independent capital platform, you need to connect the subject, control rights and governance arrangements to the subsequent STO structure; the scope of relevant acquisitions and capital work will be determined separately.
- What capital entities and control arrangements are planned to be adopted?
- What assets are planned to enter the system?
- How to connect the subject acquisition and STO work in stages?
You can prepare it first
Capital platform plan, control rights objectives, assets to be included and stage conditions.
SERVICE SCOPE / Service Scope
From the underlying assets,
Advance to issuance and access.
Carry out design and coordination around five key links. Based on the existing plans and information, determine the work that needs to be supplemented and the results of each stage.
01
Sorting out underlying assets and rights
What are the assets to be carried and what is the basis for the rights?
Sort out assets, businesses, holding relationships and sources of rights, check existing securities, authorizations and restrictions, and form the information basis required for further design.
Delivery direction
List of assets and rights · Data gaps and matters to be confirmed
02
Securities and issuance structure design
Who issues it and what rights does the holder obtain?
Organize structural discussions on issuers, security types, holder’s rights, registration and custody relationships, and work with professional institutions to confirm implementable arrangements.
Delivery direction
STO structural plan · Rights diagram · Professional review matters
03
Coordination of private placement and issuance arrangements
If new securities are involved, how to connect the original capital structure?
Discuss fixed issuance or related issuance arrangements according to project needs, sort out objects, quantities, conditions, governance decisions and implementation matters, and coordinate relevant entities to promote confirmation.
Delivery direction
Issuance Arrangement Description · Event Scheduling · Division of Responsibilities
04
Mapping rules and business process design
How do securities assets correspond to digital expressions, and how do they deal with changes?
Clarify business rules around mapping objects, corresponding relationships, application review, registration, transfer and exception handling, and sort out the interface requirements that need to be confirmed by the platform and technical parties.
Delivery direction
Mapping rule description · Flow chart · Interface and verification requirements
05
Issuance promotion and platform access collaboration
Who is responsible for which section of work, and how to check the access results?
Coordinate issuance preparation, professional documents and platform materials, follow up on agreed matters, organize process joint debugging and results verification, and form a transferable implementation record.
Delivery direction
Document collaboration package · Access record · Acceptance and handover list
Fixed placement or other new securities arrangements will be discussed based on project needs; the structure and access of existing securities can also be evaluated separately.
Confirm my scope of workWHAT YOU RECEIVE / deliverables
not only explains the ideas,
Verifiable results must also be formed.
Structural plan, compliance document collaboration package and access records form the core delivery direction. Switch to the example below to see how each type of outcome is organized.
STRUCTURE BRIEF
A plan that clearly explains the assets, subjects and rights.
Organize the design specifications of all parties into a structure document that can be discussed and reviewed, and indicate matters that require further confirmation by enterprises, professional institutions and platforms.
The value of this delivery
Discuss this delivery Form a unified basis for structural discussion and clarify the next steps to confirm.
S07 / Service Delivery Framework Example
STO structural plan
- Assets and entities
To be included in the assets, issuers and related relationships
Confirmation / Source: Enterprise / Issuer- Rights and Restrictions
Holder rights, transfer and other restrictive arrangements
Confirmation / Source: Enterprises and professional institutions- Release configuration
Fixed issuance or issuance matters shall be determined according to project needs
Confirmation / Source: Issuer and relevant institutions- Mapping and registration
Relationship between securities, digital expressions, registration and custody
Confirmation/Source: Relevant professional entities and platforms
Examples are used to illustrate the delivery structure; specific documents, responsible parties and acceptance items are confirmed in the project plan.
DOCUMENT COORDINATION
A list of documents that identifies sources, purposes, and responsibilities.
Coordinate the preparation of materials, professional opinions and collection of platform documents around the actual structure and access requirements, so that the materials have a person in charge and the matters have a basis for follow-up.
The value of this delivery
Discuss this delivery Reduce missing materials and unclear responsibilities, and support professional review and implementation connection.
S07 / Service Delivery Framework Example
Compliance Document Collaboration Package
- Enterprise and asset information
Subject, assets, securities and authorization related certificates
Confirmation / Source: Enterprise / Provided by relevant institutions- Structure and release text
Plans and documents suitable for the agreed scope of work What is the difference between
Confirmation/Source: Collaboration, confirmation by relevant parties- Professional advice
Applicable legal, audit or securities opinions
Confirmation/Source: Issued by corresponding professional institution- Platform access materials
Application documents, interface requirements and related confirmation records
Confirmation/Source: Collaborative submission, platform confirmation
Examples are used to illustrate the delivery structure; specific documents, responsible parties and acceptance items are confirmed in the project plan.
HANDOVER RECORDS
A set of access results and handover records surrounding the agreed process.
Organize enterprises, professional entities and technology platforms to check business links according to the confirmed scope, and record verification results, pending matters and follow-up responsibilities.
The value of this delivery
Discuss this delivery Allow access scope, completion status, and subsequent responsibilities to be verified.
S07 / Service Delivery Framework Example
Access and acceptance records
- Accounts and Assets
Check the agreed accounts, assets and registration relationships
Confirmation/Source: Enterprises and relevant professional entities- Mapping process
Check application, review and status synchronization links
Confirmation/Source: Platform/Technical Party- Exception handling
Clarify the methods of rejection, rollback and record verification
Confirmation / Source: Relevant business responsible party- Handover of results
Delivery records, outstanding matters and subsequent connection instructions
Confirmation / Source: Consulting organization, confirmed by all parties
Examples are used to illustrate the delivery structure; specific documents, responsible parties and acceptance items are confirmed in the project plan.
FROM DESIGN TO HANDOVER
Each step has stage results,
Each step has advancement conditions.
Confirm the scope of work first, and then coordinate design, distribution and access. Stages are arranged based on the actual conditions of the project, and costs, third-party work and delivery times are clearly defined.
- 01
Evaluation conditions
What can be started and what needs to be completed?
Sort out the corporate goals, asset rights, existing entities and platform conditions.
Milestone DeliverablesConfirm the scope of work and prerequisitesCondition summary and data gap list
- 02
Design structure
What arrangements are used to carry assets and rights?
Organize the design of securities structure, issuance arrangements and mapping rules, and coordinate professional documents.
Milestone DeliverablesConfirmation of plans and professional matters by relevant entitiesStructural plan and document preparation plan
- 03
Promote issuance and access
How do all parties work together on the same plan?
Follow up on issuance preparation, business processing, platform materials and agreed process joint debugging.
Milestone DeliverablesMeet the actual business and access conditions of each linkAdvance recording and access verification results
- 04
Verification and handover
What has been completed and who will be responsible for the follow-up?
Collect results according to the agreed acceptance criteria, and check outstanding matters and follow-up responsibilities.
Milestone DeliverablesAll parties check the agreed results and to-do itemsResults package, acceptance and handover checklist
Cooperation arrangements
You can start by sorting out assets and structures, or you can evaluate issuance and access collaboration based on existing plans; quotation and acceptance are based on the confirmed scope.
CLEAR RESPONSIBILITIES
Separate the responsibilities of each party,
Connect collaborative work.
Services involve corporate decision-making, professional review and system access. Consultancy work organizes these links, and relevant professional services and opinions are borne by each responsible entity.
DESIGN & COORDINATE
Advisory & Coordination Team
Sort out the structure, organizational plan and division of labor, coordinate professional institutions and platforms, follow up on implementation matters and collect results.
PROVIDE & DECIDE
Enterprise/Issuing entity
Provide assets, rights and operating information, complete internal decision-making and authorization, confirm plans and assume its own issuance and information responsibilities.
REVIEW & EXECUTE
Professional organizations
Lawyers, auditors and relevant securities institutions shall complete professional reviews, issue opinions or handle corresponding business according to their respective responsibilities.
CONNECT & VERIFY
Platform and technology
Confirm the support scope of the specific system, connect accounts, assets and processing procedures as agreed, and provide technical verification and access records.
System development, listing docking, liquidity operations and investor relations can be combined separately as needed, with products, services and fees listed separately.
Compare four types of STO solutionsBEFORE WE TALK
Let’s start with the issue of cooperation.
Be more specific.
Direct email consultation There is no listed entity yet, can we communicate first?
You can first explain the project, assets and capital objectives, and discuss the securities carrying structure and prerequisites. If it involves entity matching, acquisition or capital operation, the scope of the corresponding services needs to be determined separately, and then coordinated with the structural design and issuance of S07.
Who issues the compliance document package?
First list the required materials and their respective uses by project. The enterprise provides subject and asset information; legal, auditing and other professional opinions are issued by corresponding institutions; the consulting team organizes preparation, coordination, confirmation and collection. The specific legal structure and applicable requirements will be reviewed by relevant professional institutions.
Does it include system development, exchange listing and ongoing operations?
S07 focuses on structural design, file collaboration, issuance promotion and platform access coordination. System development, listing docking, liquidity construction and investor relations can be combined separately as needed, and products, labor services, responsibilities and fees can be clearly defined respectively.
How to determine the service period and fees?
Evaluated based on asset and rights information, structural complexity, workload of professional institutions, platform support and implementation matters. The plan will clearly identify the consulting work, third-party professional fees, technology or platform fees, as well as the delivery and timing of each stage.
How to understand "issuance and implementation" and acceptance?
Check issuance preparation, professional and platform coordination, process verification and results handover around the scope confirmed by both parties. The actual issuance and access are determined by the confirmation of each entity and project conditions; service acceptance is based on the agreed work results, and there is no commitment to the amount of funds raised, income or transaction scale.
START WITH YOUR PROJECT
your STO project,
Which connection needs establishing first?
Tell us about the existing assets and subject conditions,
and the issuance or access issues you wish to advance.
Start with a clear question to discuss scope of services and next steps.
A first conversation can cover
Learn about the AssetX Liquidity Technology System - Existing assets, rights and entity basis
- Desired structure or implementation results
- Which professional institutions and platforms must collaborate?
S07 / YOUR SERVICE INQUIRY
Check service consultation needs
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Continue reading · Services
Delivery and support of STO structural design and issuance implementation
STO structural design and issuance implementation services sort out assets, securities carrying and rights arrangements, organize documents, issuance promotion and platform access coordination. The securities structure, technical systems and ongoing operations are configured separately.
Reading & Selection Guidance You can first explain the asset or project basis, capital objectives, relevant entities and completed preparations.