Institutional Introductions

The compliant bridge
to regulated OTC access.

Pontis Global connects qualified non-U.S. institutions, family offices, and corporate treasuries to regulated OTC counterparties through a permission-based, compliance-first referral framework.

Scope Global, ex-U.S.
Model Referral Only
Approach Reverse Solicitation

We make introductions.
Nothing more.

Pontis Global operates as an independent referral platform. When a qualified non-U.S. institution independently expresses interest in regulated OTC crypto execution, we facilitate a compliant introduction to a licensed counterparty, subject to full jurisdiction and compliance review.

We do not:

  • Execute or negotiate transactions
  • Custody or transmit assets or funds
  • Provide legal, tax, or investment advice
  • Solicit, induce, or promote financial products
  • Guarantee acceptance, pricing, or liquidity

Institutional participants operating outside the United States.

Corporate Treasuries

Non-U.S. public and private companies holding or exploring cryptocurrency as a treasury asset, seeking compliant OTC execution relationships.

Family Offices

Non-U.S. family offices allocating to digital assets who require institutional-grade counterparties with proper regulatory standing.

Legal Advisers

Non-U.S. law firms and crypto legal professionals advising clients on transactions who need compliant OTC counterparty introductions.

Institutional Participants

Wealth structures, funds, and other qualified non-U.S. entities seeking regulated crypto execution through a compliance-gated relationship.

Permission-based. Compliance-gated. Every step.

01

Informational Contact

Prospect encounters Pontis Global through informational channels. No solicitation, no inducement, no product promotion.

02

Independent Interest

Prospect independently expresses interest in learning about compliant OTC access. All initiative must originate from the prospect.

03

Preliminary Qualification

Jurisdiction verification, non-U.S. confirmation, entity type assessment, and general interest documentation.

04

Compliance Screening

Sanctions check, restricted jurisdiction review, and regulatory permissibility assessment under applicable local laws.

05

Referral Introduction

Qualified prospect is introduced to a regulated OTC counterparty. The introduction is informational and subject to the counterparty's independent review.

06

Counterparty Review

The OTC counterparty conducts its own KYC/AML review, jurisdiction assessment, and compliance evaluation. Acceptance is never guaranteed.

Built on boundaries, not promises.

All activity complies with applicable AML, sanctions, privacy, and local marketing restrictions in each relevant jurisdiction.

No introductions are made to or on behalf of U.S. persons, U.S. entities, U.S. residents, or prospects in restricted or sanctioned jurisdictions.

Introductions occur only after the prospect independently expresses interest and only after jurisdiction and compliance checks are completed.

No claims of guaranteed access, onboarding, pricing, liquidity, or transaction completion are made at any stage.

All referrals are subject to the counterparty's independent compliance review, KYC/AML assessment, jurisdiction review, and internal approval.

Institutional crypto access
should not require compromise.

Pontis Global exists because qualified institutions outside the United States deserve a clear, compliant pathway to regulated OTC counterparties. No solicitation. No shortcuts. No ambiguity. Just a bridge built on compliance.