Skip to main content

Cross‑Cutting: Compliance & Reporting

Rules that apply across all markets: travel rule, DAC8, sanctions screening, tax and accounting – and how to capture the required data points cleanly in ERP systems and processes.

Article in Preparation

This article brings together cross‑cutting topics that matter regardless of jurisdiction or specific solution: from FATF/EU travel rule and DAC8 to sanctions screening and IFRS/GAAP/FASB guidance for digital‑asset accounting. The focus is on how finance, compliance and IT can jointly establish a robust audit trail.

Planned Contents

  • FATF/EU travel rule and national implementations: which data must accompany crypto/stablecoin transfers.
  • DAC8 reporting and tax‑related disclosure obligations for digital assets.
  • Sanctions screening, KYC/AML standards and interfaces to existing compliance systems.
  • IFRS/GAAP guidance vs FASB fair‑value (US): recognition, measurement and disclosure of digital assets.
  • Data protection (GDPR) at on/off‑ramps, wallet linkage and transaction metadata handling.

Planned Outputs

  • “Ready‑to‑use” checklist for finance/compliance with key questions and minimum requirements.
  • Sample ERP data points: transaction metadata, wallet and counterparty linkage, documents/vouchers and audit trails.
  • Guidance on role allocation between finance, compliance, IT and external service providers.

Note

This content does not constitute legal or tax advice. It helps finance, compliance and IT teams build a shared understanding of obligations, data requirements and audit trails – as a basis for deeper discussions with law firms, auditors and regulators.