Section 351 exchange complete guide covering control rules, diversification, eligible assets, advisor duties, and what to expect.
ETF Issuers
ETF issuers launching a syndicated ETF with IRS section 351 exchange assets, please reach out to get in front of hundreds of investors and advisors.
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Planning an upcoming ETF launch?
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Share a few details about your ETF, and our team will reach out to coordinate next steps.
Share a few details about your ETF, and our team will reach out to coordinate next steps.
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By signing up, your ETF will:
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This visibility can help you raise 351 exchange seed capital, launch with assets under management, and build momentum from day one.
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Latest 351 Conversion Analyses
Explore our latest analyses on 351 exchanges, tax basis strategies, savings projections, and rules that shape Section 351 conversions. Built for advisors who need the numbers, not the theory.
Key SEC and IRS rules for a 351 conversion, including diversification tests, custodial setup, prospectus alignment, and eligibility factors.
Everything you need to know about 351 ETF conversions, including tax benefits, requirements, and how to transfer assets into ETFs tax-free.
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Understand the look-through rule in 351 exchanges and how ETF diversification impacts IRS compliance and tax-deferred portfolio transfers.