Pillar Guide

Crypto Compliance Guide for Businesses

Navigate cryptocurrency regulations including MiCA, SOC 2, AML/CTF requirements, and audit preparation for crypto businesses.

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Crypto Compliance Guide for Businesses

As cryptocurrency moves into the mainstream, regulatory requirements are evolving rapidly. This guide covers the key compliance frameworks affecting crypto businesses.

The Compliance Landscape

Why Compliance Matters

  • Avoid regulatory penalties
  • Build customer trust
  • Enable institutional partnerships
  • Prepare for audits
  • Reduce operational risk

Key Regulatory Bodies

  • SEC (US Securities)
  • CFTC (US Commodities)
  • FinCEN (US Financial Crimes)
  • ESMA (EU Securities)
  • National regulators (per country)

MiCA (Markets in Crypto-Assets)

The EU’s comprehensive crypto regulation framework.

Overview

MiCA establishes:

  • Licensing requirements for crypto-asset service providers
  • Consumer protection rules
  • Market integrity standards
  • Prudential requirements

Who Must Comply

  • Crypto exchanges
  • Custodial wallet providers
  • Trading platforms
  • Issuers of crypto-assets
  • Stablecoin issuers

Key Requirements

  1. Authorization: Obtain license from national regulator
  2. Governance: Establish proper management structures
  3. Capital: Meet capital requirements
  4. Custody: Segregate and protect client assets
  5. Transparency: White papers and disclosures

→ Read more: Complete MiCA Compliance Guide

SOC 2 Compliance

Service Organization Control 2 for crypto companies.

Trust Service Criteria

  • Security: Protection against unauthorized access
  • Availability: System availability commitments
  • Processing Integrity: Accurate, timely processing
  • Confidentiality: Protecting confidential information
  • Privacy: Personal information handling

Type I vs Type II

  • Type I: Controls at a point in time
  • Type II: Controls over a period (minimum 6 months)

Crypto-Specific Considerations

  • Wallet security controls
  • Key management procedures
  • Transaction monitoring
  • Incident response

→ Read more: SOC 2 for Crypto Companies

AML/CTF Requirements

Anti-Money Laundering and Counter-Terrorism Financing.

Know Your Customer (KYC)

  • Identity verification
  • Document collection
  • Ongoing monitoring
  • Risk assessment

Transaction Monitoring

  • Suspicious activity detection
  • Large transaction reporting
  • Pattern analysis
  • Alert management

Sanctions Screening

  • OFAC compliance (US)
  • EU sanctions lists
  • UN designations
  • Continuous screening

Audit Preparation

What Auditors Look For

  • Complete transaction records
  • Cost basis documentation
  • Control environment
  • Policy documentation
  • Management representations

Building Audit Trails

Essential documentation:

  • Transaction logs with hashes
  • Wallet address ownership proof
  • Exchange account records
  • Decision documentation
  • Change logs

Common Audit Issues

  1. Missing transactions
  2. Incorrect cost basis
  3. Unsubstantiated positions
  4. Control weaknesses
  5. Incomplete documentation

→ Read more: Crypto Audit Preparation Checklist

DORA (Digital Operational Resilience Act)

EU regulation for ICT risk management.

Key Requirements

  • ICT risk management framework
  • ICT incident reporting
  • Digital operational resilience testing
  • Third-party risk management

Impact on Crypto

Applies to:

  • Crypto-asset service providers under MiCA
  • Critical third-party providers
  • Related financial entities

Building a Compliance Program

Step 1: Risk Assessment

  • Identify applicable regulations
  • Assess current gaps
  • Prioritize remediation
  • Document decisions

Step 2: Policy Development

  • Transaction monitoring policies
  • KYC/AML procedures
  • Record retention policies
  • Incident response plans

Step 3: Control Implementation

  • Technical controls
  • Operational procedures
  • Monitoring systems
  • Training programs

Step 4: Ongoing Monitoring

  • Regular control testing
  • Policy updates
  • Regulatory monitoring
  • Continuous improvement

Technology for Compliance

Modern compliance requires technology:

  • Audit Logging: Immutable, tamper-proof logs
  • Transaction Monitoring: Automated screening
  • Reporting: Regulatory report generation
  • Documentation: Centralized record-keeping

Coincile provides enterprise-grade audit logs with blockchain-style integrity verification.