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Eligibility file · Credit fund

Neuberger Securitize High Income Tokenized Fund (HINC)

What the client owns
Share of a BVI fund holding mostly US high yield bonds, with CLOs and bank loans, managed without leverage. Not stated: The issuer’s documents do not say whether the chain or an off-chain register governs. The file records the gap and the date it was checked.
Who may hold it
US qualified purchasers. First purchase $100,000. Securitize’s page says “Investor Qualification: AI and QP” and “Not available to US individuals, trusts, and estates at this time.” The August 2026 Form D claims Rule 506(c) and the Investment Company Act section 3(c)(7) exclusion, which admits only qualified purchasers, so the file takes that stricter reading. The Form D reports two investors and $5.1 million sold.
Who can freeze or claw back
Ethereum: can freeze a holder, pause transfers, claw back, gate who may hold, mint, change the code. A single key can freeze a holder.
Avalanche: can freeze a holder, pause transfers, claw back, gate who may hold, mint, change the code. A single key can freeze a holder.
Solana: can freeze a holder, claw back, gate who may hold, mint, change the code. An account only a program can sign for can freeze a holder and claw back tokens. A single key can change the code with no delay.
How it exits
Redeem with the issuer in its window (2:00 p.m. Eastern). Redemption requests any business day before the cutoff, after a 24-hour lock-up; the fund targets T+1 but says settlement may take T+2, T+3, or longer with the liquidity of its bonds and loans. Settles in USDC, USD.

This file replaced an earlier record on 2026-09-24. Superseded to record the Avalanche contract’s freeze, allowlist, and clawback powers, marked unverified when the explorer did not answer. The verified source now read shows all three, as on the other chains. Superseded records.

Research and shelf status are on the memo: Neuberger Securitize High Income Tokenized Fund (HINC) Adverse research finding

Issuer
Neuberger Securitize High Income Tokenized Fund Ltd. (British Virgin Islands company, SEC CIK 2149525); Neuberger Berman Investment Advisers LLC as subadviser; Securitize Markets as placement agent; the documents read name no transfer agent
Registration
Private placement, Rule 506(c)
Official record
Not named in the documents read; Securitize runs the DS-protocol contracts and is transfer agent for its other funds
Instruments
HINC
Chains
Ethereum, Avalanche, Solana
Reviewed
2026-09-24 · v1
Next review
2027-03-24

Who may buy, hold, transfer, and redeem

Each answer rests on the issuer’s own words, quoted from the document named under it. Ketju re-reads each document and records whether the words are still there. Where the documents say nothing, the row says so.

What the holder owns

A share of a BVI fund that holds high yield bonds and CLOs chosen by Neuberger Berman.

“This Fund provides tokenized exposure to a diversified portfolio of U.S. high yield bonds and CLOs, with Neuberger Berman fully responsible for sourcing, underwriting, and selecting all portfolio investments.”

Securitize, HINC page content (Builder.io content API behind securitize.io/hinc) · Overview · words found 2026-09-23

Who may hold it

Accredited investors and qualified purchasers per the page; the Form D’s 3(c)(7) claim means qualified purchasers.

“Investor Qualification: AI and QP”

Securitize, HINC page content (Builder.io content API behind securitize.io/hinc) · Fund Details, Subscription · words found 2026-09-23

First purchase minimum

$100,000.

“$100,000”

Securitize, HINC page content (Builder.io content API behind securitize.io/hinc) · Minimum investment tile · words found 2026-09-23

Account types

Not US individuals, trusts, or estates; US entities and non-US investors.

“Not available to US individuals, trusts, and estates at this time.”

Securitize, HINC page content (Builder.io content API behind securitize.io/hinc) · Footnote (5) · words found 2026-09-23

Who it may be transferred to

Only to other whitelisted holders, one day after issuance.

“Tokens can be transferred to other whitelisted holders one day after issuance.”

Securitize, HINC page content (Builder.io content API behind securitize.io/hinc) · Footnote (6) · words found 2026-09-23

How a holder redeems

Any business day before the 2:00 p.m. ET cutoff, targeting T+1 with no promise.

“Redemption requests may be made on any Business Day, subject to the same 2:00 p.m. ET Cut-Off.”

Securitize, HINC page content (Builder.io content API behind securitize.io/hinc) · Footnote 8 · words found 2026-09-23

Who keeps the official record

The documents read do not name the record keeper; Securitize is the transfer agent for its other DS-protocol funds.

Not stated in Securitize, HINC page content (Builder.io content API behind securitize.io/hinc), SEC EDGAR: Neuberger Securitize High Income Tokenized Fund Ltd, Form D filed August 18, 2026, HINC Solana mint metadata (points at metadata.securitize.io).

What the issuer says it can freeze or take back

The documents read do not say.

Not stated in Securitize, HINC page content (Builder.io content API behind securitize.io/hinc), SEC EDGAR: Neuberger Securitize High Income Tokenized Fund Ltd, Form D filed August 18, 2026.

FactWhat the file records
Who onboards the holderbroker dealer
Voting rightsNone
Distributionsreinvested
SIPC coverage of the walletNo

What the issuer filed with the SEC

A private offering files Form D with the SEC within 15 days of its first sale and amends it each year while it sells. The issuer signs it. It states the exemption relied on, the fund’s exclusion from the Investment Company Act (which decides who may buy), the smallest investment accepted, the amount sold, and how many investors hold.

FiledFormExemption claimedMinimumSold to dateInvestors
2026-08-18DRule 506(c); Investment Company Act section 3(c)(7)$100,000$5,100,0002

Filed by Neuberger Securitize High Income Tokenized Fund LTD (SEC CIK 2149525). Sold to date counts every sale since the first, not the fund’s size today. Ketju reads EDGAR daily; a new filing reopens this file.

Who can change the record

Powers read from the deployed contracts and their verified source: the token and every contract it consults on transfer. A power recorded here is the issuer’s ability, not evidence it has been used.

ChainFreeze a holderPauseClaw backGate holdersChange the codeKeys held by
EthereumYesYesYesYesYesA single key can freeze a holder.
AvalancheYesYesYesYesYesA single key can freeze a holder.
SolanaYesNoYesYesYesAn account only a program can sign for can freeze a holder and claw back tokens. A single key can change the code with no delay.

Who holds the keys

Every current holder of each power, read from the chain on 2026-09-24. A single key is one private key: whoever holds it acts alone. A multisig needs the stated number of signers. A timelock makes every action wait, so holders can see it coming.

ChainKeyWhat it can doHeld byAddress
EthereumOwnergrant and revoke these powersa single key0x59c1…76ee
EthereumWallet registrar ownerfreeze a holder, decide who may hold, grant and revoke these powersa single key0x62c8…50f3
AvalancheOwnergrant and revoke these powersa single key0x59c1…76ee
AvalancheWallet registrar ownerfreeze a holder, decide who may hold, grant and revoke these powersa single key0x28e3…b3fd
SolanaMint authoritymint new tokensan account only a program can sign for5GkT3T…Bk3f
SolanaFreeze authorityfreeze a holderan account only a program can sign for5GkT3T…Bk3f
SolanaPermanent delegateclaw back tokensan account only a program can sign for5GkT3T…Bk3f
SolanaTransfer-hook authoritydecide who may hold, change the codean account only a program can sign for5GkT3T…Bk3f
SolanaHook program upgrade authoritychange the codea single key8d36iv…zbB6
Ethereum: 12 contract reads at block 26042349, 6 functions in verified source, 2026-09-23
Read from the chain
  • eip1967.implementation=0xcd9a905d51662353859c8ad1e49b9790c53f6684
  • owner()=0x59c1eacec450c57dcb9b8725d0f96635c2b676ee
  • isPaused()=false
  • getDSService(COMPLIANCE_CONFIGURATION_SERVICE)=0xbc3d91b12d8bb98017e706ac9470a5cdd1012b5c
  • getDSService(COMPLIANCE_SERVICE)=0xdecde49100092a1c9b574aa9aa333c7a44346e1c
  • getDSService(DEPRECATED_SECURITIZE_SWAP)=0xf0a865b45b687f96356a45d463a281a677fed84e
  • getDSService(LOCK_MANAGER)=0xa468a86a680969b651fdf57968dae99a5b34c439
  • getDSService(REGISTRY_SERVICE)=0xefd8ea8c9af77edca3aa69380c44cba2e6ffcd96
  • getDSService(TRANSACTION_RELAYER)=0x6545bc8b3a6604fb9c840ed31865efe22721c117
  • getDSService(TRUST_SERVICE)=0xd4a303fdf4696284bb75601e6f9657c74b30b1b1
  • getDSService(WALLET_MANAGER)=0x6349db0f8db546867aa000725c14b79789bd81fc
  • getDSService(WALLET_REGISTRAR)=0x826720e0e60d489c2008ad891bc131049064e2b5
Read from verified source
Avalanche: 12 contract reads at block 96028044, 6 functions in verified source, 2026-09-24
Read from the chain
  • eip1967.implementation=0xd73f2c8f54f7b25c36e0447191b8b61b5beab577
  • owner()=0x59c1eacec450c57dcb9b8725d0f96635c2b676ee
  • isPaused()=false
  • getDSService(COMPLIANCE_CONFIGURATION_SERVICE)=0x3cf88b7e8ebf1507b4707a3a9433035b1b0381fe
  • getDSService(COMPLIANCE_SERVICE)=0x62ffabedab0b084602ab0fe2f46127824ae9be68
  • getDSService(DEPRECATED_SECURITIZE_SWAP)=0x449f45b4026371a988cc31bd62677b2133c70920
  • getDSService(LOCK_MANAGER)=0xfc2cb4f57523b8b2093de4c0015ae5f92770d86e
  • getDSService(REGISTRY_SERVICE)=0xad8159e79153f8976c5b04476f18c519bb09d678
  • getDSService(TRANSACTION_RELAYER)=0x472532e5cef0634ba700ea712b2aff4cc34f005b
  • getDSService(TRUST_SERVICE)=0xd4384d6a6504427cd51652a9af3829cfa1f6fa74
  • getDSService(WALLET_MANAGER)=0x690375dcbcf97517ca3f77be9a80451ea96b783e
  • getDSService(WALLET_REGISTRAR)=0x33c0eefadbe7ef26f75309f403d4f0ea7f586d7a
Read from verified source
  • abi:routescan:43114:0xd73f2c8f54f7b25c36e0447191b8b61b5beab577#preTransferCheck
  • abi:routescan:43114:0x1e1073cc97d53d3db3a52841a8d079e73616c62d#lockInvestor
  • abi:routescan:43114:0xd73f2c8f54f7b25c36e0447191b8b61b5beab577#isPaused
  • abi:routescan:43114:0xd73f2c8f54f7b25c36e0447191b8b61b5beab577#burn
  • abi:routescan:43114:0xd73f2c8f54f7b25c36e0447191b8b61b5beab577#issueTokens
  • abi:routescan:43114:0xd73f2c8f54f7b25c36e0447191b8b61b5beab577#upgradeToAndCall
Solana: 4 contract reads at block 449802347, 0 functions in verified source, 2026-09-23
Read from the chain
  • mintAuthority=5GkT3Ta9TosRiKv9g2aJvjx3dfqftmYXsyHckQQMBk3f
  • freezeAuthority=5GkT3Ta9TosRiKv9g2aJvjx3dfqftmYXsyHckQQMBk3f
  • permanentDelegate=5GkT3Ta9TosRiKv9g2aJvjx3dfqftmYXsyHckQQMBk3f
  • transferHook=FsE8mCJyvgMzqJbfHbJQm3iuf3cRZC6n2vZi1Q8rQCy2

Where it trades

VenueKind
Securitize primary marketissuer primary

How it exits

PathCutoffSettlementSettles in
Redeem with the issuer in its window2:00 p.m. EasternRedemption requests any business day before the cutoff, after a 24-hour lock-up; the fund targets T+1 but says settlement may take T+2, T+3, or longer with the liquidity of its bonds and loansUSDC, USD

What the monitor reads daily

Every control function in the table above and the contracts the token consults on transfer; the token’s on-chain supply against yesterday’s; and its market quote against yesterday’s quote, since a fund of this kind accrues a few basis points a day. Every document quoted above is re-read too, and a quote that leaves its document reopens the file. EDGAR is read for the issuer’s Form D filings; a new filing reopens the file. A change opens a review item in the governance queue and reopens the file before any client action.

Sources

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