Bitcoin treasury policy template
An editable Markdown template with eleven sections and matching US and UK clauses for each topic. Enter your email and the download link appears straight away.
This is general information and education only. It is not financial, investment, tax, accounting, legal or regulatory advice, and it is not a recommendation to buy, sell or hold bitcoin or any other asset. It does not take account of your circumstances or those of your company. You must obtain your own official professional advice to confirm this information is correct before acting on it.
Rules change. This information is correct to our understanding at the last-reviewed date, but it may be incomplete or out of date, and official sources take precedence. Bitcoin is volatile. A company that buys it could lose some or all of the money it puts in.
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- Purpose, authority and protected reserves
- Allocation limits and review triggers
- Approvals by role with separation of duties
- Custody: multisig, a regulated custodian or an exchange-traded product, with a key or account register and recovery testing. Single-signature wallets are left out, as we do not recommend them for a company
- Accounting, records and tax, with paired US and UK clauses
- Review, incidents and public communications
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General information and education only, not advice. You must obtain your own official professional advice to confirm this information is correct before acting on it. Bitcoin is volatile. A company that buys it could lose some or all of the money it puts in. Full disclaimer.