SEC Guidance Compliant

Regulatory
Compliance

DeFi Lend is committed to full compliance with SEC guidance on tokenized securities. We maintain transparent disclosure practices and adherence to all applicable federal and state securities laws.

SEC Staff Statement on Tokenized Securities

Issued by the Division of Corporation Finance, Division of Investment Management, and Division of Trading and Markets on January 28, 2026

Read Full SEC Statement

Understanding SEC Guidance on Tokenized Securities

The SEC clarified three models for tokenizing securities and confirmed that federal securities laws apply regardless of format

1

Issuer-Sponsored Tokenized Securities

Securities tokenized directly by the issuer through DLT integration into the master securityholder file. Format does not change securities law application.

2

Third-Party Custodial Model (Our Model)

Third parties create security entitlements formatted as crypto assets. Underlying securities held in custody. Holders have indirect interest via security entitlement.

3

Synthetic Tokenized Securities

Linked securities or security-based swaps providing synthetic exposure. Not obligations of original issuer. May require registration unless sold to eligible contract participants.

Key Principles from SEC Guidance

Core regulatory principles that guide our compliance approach

Format Neutrality

Whether a security is onchain or offchain does not affect the application of federal securities laws.

Registration Requirements

Every offer and sale must be registered unless an exemption applies, regardless of tokenized format.

Economic Reality Test

Classification depends on economic reality rather than the name given to the instrument.

Same Class Treatment

If tokenized securities have substantially similar rights as traditional format, they may be considered the same class.

Our Compliance Approach

How DeFi Lend implements SEC guidance in practice

Third-Party Custodial Model

DeFi Lend operates as a third-party tokenizer for equity securities (xStocks). We create tokenized security entitlements representing indirect interests in underlying securities held in custody.

  • We are not the original issuer of underlying securities
  • Tokens represent security entitlements, not direct ownership
  • Custody arrangements maintained with regulated institutions
  • Transfer mechanisms comply with UCC Article 8

Federal Securities Laws Compliance

All tokenized securities offered through DeFi Lend comply with the Securities Act of 1933, Securities Exchange Act of 1934, and Investment Company Act of 1940.

  • Format (onchain vs offchain) does not affect securities law application
  • All offerings registered or qualify for exemptions
  • Substance over form - economic reality determines classification
  • Full disclosure of material risks to investors

Risk Disclosures

We provide comprehensive risk disclosures for all tokenized securities, ensuring investors understand the unique risks of third-party tokenization.

  • Custodian bankruptcy or insolvency risk
  • No direct shareholder rights (voting, dividends)
  • Indirect ownership via security entitlement
  • Regulatory and legal risks specific to tokenized format

Institutional Custody

Underlying securities are held with qualified custodians meeting institutional standards for security, insurance, and regulatory compliance.

  • Regulated custody providers with proper licensing
  • Segregated accounts for client assets
  • Regular third-party audits and attestations
  • Insurance coverage for custodial assets

Important Risk Disclosures

All investors must understand these risks before purchasing tokenized securities

Custodian Risk

Holders of tokenized equities (xStocks) are exposed to the bankruptcy or insolvency risk of the custodian holding the underlying securities. If the custodian fails, token holders may lose access to the underlying assets.

No Direct Shareholder Rights

xStock tokens do NOT convey voting rights, dividend rights, or other direct shareholder benefits unless explicitly stated in the token terms. Token holders have an indirect interest via security entitlement, not direct legal ownership.

Regulatory and Legal Risks

Tokenized securities are subject to evolving regulatory frameworks. Changes in laws or regulations may affect the value, transferability, or legal status of tokenized securities. Token holders may face unique legal risks not present with traditional securities.

Questions or Concerns?

We're committed to transparency and regulatory compliance

SEC Contact Information

Division of Corporation Finance:
Use Corporation Finance Request Form for interpretive advice

Division of Trading and Markets:
(202) 551-5777 or [email protected]

DeFi Lend Compliance

For questions about our compliance practices, custody arrangements, or risk disclosures:

Email: [email protected]

Legal: [email protected]

Disclaimer: This page provides general information about our regulatory compliance approach and is not legal advice. Investors should consult with their own legal and financial advisors before making investment decisions. The SEC Staff Statement on Tokenized Securities has no legal force or effect and does not alter or amend applicable law.