A Disciplined, Independent Approach to Solution Provider Collaboration
DeFinityX engages with solution providers through a structured, non-exclusive engagement framework designed to support institutional onboarding, procedural alignment, and operational readiness.
This framework ensures that engagements are well-governed, transparent, and scalable, while preserving the independence, regulatory responsibilities, and decision-making authority of all parties involved.
DeFinityX's role is to support coordination and engagement quality, not to influence outcomes or replace the capabilities of regulated entities.
The Partner Engagement Framework is designed to:
All engagements with solution providers are guided by the following principles:
DeFinityX operates independently and on a non-exclusive basis. Engagement with one solution provider does not restrict DeFinityX from working with other institutions or service providers, subject to confidentiality obligations.
DeFinityX does not act as a regulated service provider. All regulated activities, approvals, onboarding decisions, and service delivery remain the responsibility of the relevant licenced or regulated entities.
Engagements are conducted with clear documentation, defined scope, and appropriate governance standards to ensure transparency and accountability.
Processes are aligned with institutional expectations around documentation quality, compliance readiness, and operational discipline.
Within this framework, DeFinityX may support:
DeFinityX does not provide investment advice, does not control assets, and does not participate in regulated decision-making.
For clarity, this framework does not:
All engagements remain subject to applicable legal, regulatory, and contractual arrangements.
This framework is designed to scale across:
Cross-border engagement capabilities
Flexible engagement structures
Compliance-aware coordination
Joint venture readiness
This ensures continuity and consistency as DeFinityX and its counterparties expand internationally.
DeFinityX engages with solution providers through a disciplined, independent framework that prioritizes structure, governance, and institutional alignment. Our objective is to enable efficient, compliant, and well-coordinated engagement, creating long-term value for institutions, solution providers, and counterparties alike.
DeFinityX operates as an independent advisory and coordination firm. While DeFinityX may support institutional onboarding and engagement processes in collaboration with regulated financial institutions, issuers, custodians, and other solution providers, it does not act as a bank, issuer, custodian, broker, investment manager, or fiduciary.
Any advisory, coordination, or onboarding support provided by DeFinityX is delivered on a non-exclusive basis and is limited to procedural coordination, documentation readiness, and operational alignment. DeFinityX does not provide regulated financial services unless expressly authorized under applicable law.
Where individuals associated with DeFinityX hold roles or responsibilities within third-party organizations, such roles are governed independently and do not alter DeFinityX's advisory coordination mandate. All engagements are conducted with appropriate governance, transparency, and role separation.
DeFinityX does not exercise control over client assets, make investment decisions, or provide financial advice. Final approvals, onboarding decisions, and service delivery remain the sole responsibility of the relevant licenced or regulated entities.
DeFinityX provides independent advisory and coordination services only and does not act as a regulated financial service provider. All collaborations are non-exclusive and subject to applicable governance and regulatory frameworks.
A Disciplined Framework for Long-Term Collaboration
DeFinityX approaches joint ventures and strategic collaborations with a long-term, governance-led mindset. Collaborations are pursued selectively to strengthen capabilities, geographic reach, or operational resilience — not for expansion for its own sake.
Collaborations are considered only where there is clear alignment of values, objectives, and institutional standards.
All collaborations preserve DeFinityX's independence and advisory coordination mandate.
No arrangement shall create implied agency, control, or exclusivity.
Strong governance is a prerequisite, including:
Collaborations must comply fully with applicable laws and regulatory frameworks and must not blur regulated and non-regulated activities.
All collaborations are non-exclusive by design, subject to confidentiality and agreed restrictions.
DeFinityX prioritises sustainable, repeatable engagement models over transactional arrangements.
Potential collaborations are assessed through:
Progression is subject to internal approval and satisfactory due diligence.
This section does not constitute:
All collaborations are considered on a case-by-case basis.
DeFinityX views strategic collaborations as an extension of its institutional ethos — grounded in governance, clarity, and long-term value creation.
This checklist is used internally to ensure any proposed collaboration is term-sheet ready before legal drafting begins. Completion of this checklist does not constitute an offer, commitment, or agreement.
Purpose: To ensure that any potential joint venture or strategic collaboration is term-sheet ready before legal drafting begins. Completion of this checklist does not constitute an offer, commitment, or agreement.
(Term Sheet Section: Parties / JV Structure)
(Term Sheet Section: Purpose / Business Scope)
(Term Sheet Section: Exclusivity / Independence)
(Implicit but Critical)
Potential outcomes:
Progression beyond this checklist requires:
This Indicative Term Sheet is non-binding and for discussion purposes only. Except for the sections expressly stated as binding, no provision herein shall create any legal obligation until definitive agreements are executed by the Parties.
DeFinityX Entity:
[DeFinityX UK Ltd / DeFinityX Middle East Ltd / DeFinityX ES Ltd / Other]
Proposed Partner:
[Legal name, jurisdiction, registration number]
Additional Parties (if any):
[To be specified]
Proposed JV Vehicle (if applicable):
Final structure subject to legal, regulatory, and tax review.
This Indicative Term Sheet:
Binding Sections (if any):
Subject to alignment on this Indicative Term Sheet, the Parties may proceed to:
Important: This term sheet template is provided for illustrative purposes to demonstrate DeFinityX's approach to structured, governance-led collaboration. All actual joint venture and collaboration agreements are subject to full legal review, regulatory compliance assessment, and formal approval processes.