Investre becomes the first Controlling Agent under Blockchain IV law

Luxembourg, Monday, 21 July — In the heart of Europe’s largest cross-border fund hub — home to more than €7.3 trillion in assets under management (€4.8 trn in UCITS, €2.5 trn in AIFs) — Luxembourg Fintech Investre has become the first company ever to win Controlling Agent status under the new Blockchain IV Law. The licence, granted by the CSSF, positions Investre in the lead to blockchain fund registers at scale and signals a seismic shift for the way Europe’s investment funds will be issued, serviced, and traded.

With this approval, the CSSF reaffirms its commitment to keeping Luxembourg at the forefront of innovation and competitiveness in the European investment fund industry. Investre is now authorized to issue, distribute, safekeep and manage native fund tokens directly on the blockchain — without the need for legacy transfer agents (TAs) or central securities depositories (CSDs).  

This landmark status positions Investre as a key architect of next-generation fund infrastructure: faster, leaner, more secure, cost-efficient, and fully digital.

A new infrastructure for a new era

Backed by over 3,000 fund tokenizations since launch, Investre’s newly granted Controlling Agent status unlocks a major leap forward in fund administration. By creating a single of truth — a true golden record of fund ownership — Investre eliminates redundant accounting entries, document duplication, reconciliation delays, and operational fragmentation across service providers.

According to a recent Calastone study, adopting DLT can generate cost savings of:

• 30% in fund accounting

• 25% in transfer agency fees

• 24% in compliance, client, and regulatory reporting

Together, this represents a remarkable 23% reduction in total operating costs, or 13 basis points of AUM.

Through tokenization, the entire lifecycle of a fund unit — issuance, transfer, settlement, and redemption — becomes cheaper, faster, and more secure, while on top enabling seamless integration with secondary market venues for improved liquidity at low cost.

Accelerating the retailisation of alternatives

This milestone also paves the way for the retailisation of ELTIFs and other alternative investment funds, unlocking direct, digital access for a broader investor base. The user experience of subscribing to and managing funds will move from paperwork and friction to instant, intuitive digital delivery — all while maintaining full regulatory compliance.

An end-to-end digital solution

By leveraging blockchain and DLT, Investre offers an end-to-end solution that digitises the entire fund value chain. The benefits include:

• Faster time to market for asset managers launching funds

• Reduced operational costs for fund servicing

• Fewer frictions and reconciliations

• Enhanced automation and digitization

• Greater transparency and traceability

• Enhanced investor experience and accessibility

“Being the first company in Luxembourg to receive Controlling Agent status from the CSSF is not just a regulatory milestone — it’s a validation of our vision to fundamentally rebuild fund infrastructure from the ground up,” said Georges Bock, CEO of Investre. “This approval unlocks the full potential of fund tokenization — not as a buzzword, but as the backbone of a more efficient, transparent, and investor-friendly financial system. For the first time, asset managers have the possibility to materially lower their operational costs while increasing their AUMs. We’re proud to lead this shift from the heart of Europe.”

As the regulatory and technical foundations come into place, Investre is actively onboarding asset managers, distributors, and investors on its platform to join the new ecosystem, one that is smarter, faster, and built for the future.

‍

About Investre

‍
Investre S.A. is building the capital markets infrastructure for a tokenised future. Headquartered in Luxembourg, Investre enables fund managers to issue, distribute, and settle tokenised funds in a fully regulated, blockchain ecosystem—offering real-time access to investors across Europe. With a MiFID license and strong backing from public and private investors, Investre is reshaping how funds are distributed and accessed in the EU. Investre is running Moniflo a B2C app for tokenised UCITS distribution.

For media inquiries, contact:
Jordan Abrahams  
Head of Marketing
📧 Jordan.abrahams@moniflo.com
+31 6 38 38 88 33

‍