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Investing Client Assets in Bitcoin and Other Cryptocurrencies: A Regulatory and Compliance Primer for Registered Investment Advisers

By Perkins Coie on December 6, 2021
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Perkins Coie LLP, and Flourish, a platform which provides innovative access to financial products that help Registered Investment Advisers (RIAs) secure their clients’ financial futures, announce the release of a white paper that highlights key regulatory and compliance considerations for RIAs looking to engage with cryptocurrencies.

Flourish engaged Perkins Coie to author a white paper entitled Investing Client Assets in Bitcoin and Other Cryptocurrencies: A Regulatory and Compliance Primer for Registered Investment Advisers. The white paper draws from the Investment Advisers Act of 1940 and its related regulations, as well as recent guidance from the staff of the Securities and Exchange Commission on cryptocurrencies, to provide an overview of key regulatory and compliance considerations for RIAs looking to invest their clients’ assets in cryptocurrencies and other digital assets.

The white paper is available through a Flourish download site.

  • Posted in:
    Banking, Finance and Securities
  • Blog:
    Virtual Currency Report
  • Organization:
    Perkins Coie LLP
  • Article: View Original Source

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