Help CenterThe NexBridge OTC Desk provides direct access to the issuer for eligible clients who require primary-market access or structured transactions.
This channel is primarily designed for institutional clients and high-volume participants.
Who Can Use the OTC Desk?
Access is typically available to:
- Banks, fintechs, and investment funds
- Institutional investors
- High-net-worth or high-volume participants
- Eligible corporate clients
Retail users generally access instruments through Authorized Market Participants (venues), subject to local rules and platform policies.
Can Clients Trade Directly with NexBridge?
Yes. Eligible clients can transact directly with NexBridge through the OTC Desk instead of using a trading venue.
This pathway is commonly used for:
- Primary-market subscriptions
- Redemptions (where applicable)
- Large block transactions
- Structured allocations
- Direct issuer interaction
Access is subject to compliance requirements and commercial terms.
Onboarding and Requirements
Before trading, clients must complete onboarding, which typically includes:
- KYC/KYB verification
- Compliance and jurisdiction checks
- Acceptance of OTC Desk Terms & Conditions
- Review of applicable fees
- Minimum trade size requirements
Availability may vary by jurisdiction and client profile.
Typical Transaction Workflow
A standard OTC transaction follows a structured process:
- Onboarding — KYC/KYB and eligibility verification
- Request for Quote (RFQ) — Client requests pricing
- Trade Confirmation — Terms are agreed
- Funding — Client delivers funds/assets
- Execution & Settlement — Instrument is issued or transferred
- Delivery — Assets sent to an approved custody solution or whitelisted wallet (network-specific)
Key Takeaway
The NexBridge OTC Desk enables qualified clients to transact directly with the issuer for large, structured, or primary-market transactions, while retail access typically occurs through authorized trading venues.