For licensed advisers - the Bitcoin for Advisers briefing.
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Adviser briefing

Offer Bitcoin. Without the custody desk.

Your clients are asking about Bitcoin. This briefing speaks your language: suitability, custody models, reporting, fees and where the liability actually sits. You advise, the licensed structure executes and secures.

01What's inside

The questions your compliance officer will ask.

  • The regulatory structure: licence categories and who carries the regulated activities
  • Custody models compared, and why 2 of 3 multisig with asset segregation matters
  • Suitability and positioning rules for a high risk asset
  • Reporting in the CARF era: what SARS sees from 1 March 2026
  • Three partnership routes: referral, Advisor Dashboard and white label

Educational, not financial or legal advice. We'll also add you to the adviser update list. Unsubscribe any time.

// POPIA: we only use this to send the briefing and updates