AMC Creation with GenTwo

ADVISORS

AMC Creation with

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About GenTwo

GenTwo is a Swiss securitization specialist offering the most cost-efficient and rapid AMC creation on the market. With AI-supported KYC/AML and automated product creation, launch your AMC in as little as 30 minutes.

Founded in 2018, GenTwo co-founders authored Assetization (Wiley, 2025). The platform provides end-to-end lifecycle management including corporate actions, daily NAV, and comprehensive reporting through APIs and partner ecosystem.

Jurisdiction

Guernsey, Cayman, Luxembourg (multi-option)

Deployment

30 minutes with automated platform

Base Pricing

From CHF 5,000 + 10 bps per year (no hidden fees)

Highlights

  • Cost efficiency
  • Fast deployment
  • AI-powered automation
  • Automated lifecycle management
  • CHF 8+ Billion in assets
  • 1,600+ products issued
  • Multi-jurisdiction options in
  • 26 countries

How to Create an AMC Sub Account

1

Complete the GenTwo application

2

Once approved, the AMC sub account will be added to your IBKR RIA Account

Eligibility Requirements

3

Start trading

Start Application

Frequently Asked Questions

The timeline depends on your chosen provider. Once created, the AMC will be opened as a sub-account in your IBKR portal. Please note you must have an open and operational RIA Master Account to allow for the opening and onboarding of AMC accounts underneath.

For the full setup cost for an AMC, please contact and liaise with the AMC issuer. Standard IBKR trading commissions and fees apply to all transactions within the AMC account.

The AMC issuers can offer a variety of issuing jurisdictions. Please contact the AMC issuer for more information.

Once your AMC application is approved and processed by the provider:

  1. The provider creates an IBKR account for the AMC
  2. This account is automatically linked to your RIA Master account as a sub-account
  3. You gain immediate visibility and management access through your existing IBKR portal
  4. No additional login credentials are required

The sub-account structure allows you to manage multiple AMCs from a single dashboard while maintaining separate accounting and reporting for each product.

AMC providers offer full access to IBKR's global trading capabilities:

  • 175 + markets worldwide
  • Stocks, options, futures, forex, bonds, and funds
  • Direct market access with IBKR's SmartRouting technology
  • No separate issuer vehicle or intermediary layer

Your AMC operates as a standard IBKR account with complete trading functionality.

Standard IBKR Features:

  • Real-time portfolio reporting
  • Daily statements and confirmations
  • Tax reporting and documentation
  • Activity statements and flex queries

Yes, you can create multiple AMCs with either or both providers. Each AMC:

  • Receives its own unique ISIN
  • Appears as a separate sub-account in your IBKR portal
  • Maintains independent portfolio management and reporting
  • Can follow different investment strategies

This allows you to offer multiple products to your clients or test different strategies simultaneously.

IBKR Support:

  • Technical assistance with platform integration
  • Account management and access issues
  • General trading and platform questions

Provider Support:

  • Each provider has dedicated support for their AMC products
  • Structure-specific questions and compliance guidance
  • Product lifecycle management

Contact information is provided during the application process.

Actively Managed Certificates involve significant risks. You should be aware of the following before proceeding:

Market Risk: The value of your AMC will fluctuate based on underlying holdings

Liquidity Risk: AMCs may not be readily tradable in secondary markets

Counterparty Risk: Exposure to the creditworthiness of the issuing entity

Regulatory Risk: Changes in regulations may impact AMC structures

Concentration Risk: Depending on strategy, portfolios may be concentrated

AMCs are suitable only for sophisticated investors who fully understand these risks. Consult with qualified legal and tax advisors before proceeding. Past performance is not indicative of future results.