ExchangiFi 351 Exchange Solutions
End-to-end software and expert services to simplify, structure, and execute seamless Section 351 tax-free exchanges into ETFs.
Key Requirements
What It Takes to Execute a Successful 351 Exchange
A successful 351 conversion depends on strict compliance, precise coordination, and strategic planning across multiple factors:
Custodial arrangements
Managing the complexity and critical timing of in-kind transfers across institutional gateways.
Alignment with the ETF prospectus
Strict adherence to structural guidelines for receiving and distributing ETF components.
Gaining client permission
Securing mandatory investor consent for seamless tax-deferred conversion.
Accurate recordkeeping
Meticulous records of cost basis and purchase dates to satisfy audit protocols.
Sufficient AUM
Recommended $50 million benchmark for optimal scale and efficiency.
Portfolio Analysis & Tax Deferral Maximization Software
Our proprietary engine automates the complex calculation of Regulated Investment Company (RIC) requirements and ETF diversification thresholds.
Automatic 25/50 diversification test validation.
Real-time tax deferral projection models.
Integration with institutional custody feeds.
Diversified
Portfolio
Newly
SeededETF
CERTIFIED
Meets all 25/50 diversification test requirements for RIC compliance.
Legal informations
Capital calls
Tax documents
Community line
RAISE
Limited
Invested
Adam
$244.00
Edward
$125.00
Dewa
$321.00
Invest Now
TOTAL
$498.928.123
Deploy
Diversification Rules 40 Act Fund
Understanding the intersection of RIC guidelines and corporate-level taxes is essential for structural integrity. Our platform manages the complexities of ‘in-kind’ redemptions under Section 852(b)(6), ensuring compliance while maximizing efficiency.
852(b)
IRS PROVISION
Zero
TAX IMPACT
