Disclaimer

this handbook on digital fiduciary investment standards offers guidance from the digital fiduciary standards board (dfsb) for investment managers in digital asset markets it emphasizes that these standards are recommendations, not legal requirements, and do not guarantee regulatory compliance or operational success firms are responsible for adhering to applicable laws and should seek professional advice for their specific circumstances regulatory developments in digital assets are rapid and ongoing standards reflect the landscape at publication but may become outdated as new regulations and guidance emerge firms must stay informed and adapt accordingly dfsb disclaims warranties regarding the standards' accuracy or suitability implementation does not ensure access to capital, regulatory approval, or operational success, as investment involves inherent risks the organization and its affiliates are not liable for damages resulting from reliance on these standards standards should be tailored to each firm's unique context, strategies, and client needs mechanical application without considering specific circumstances may be inappropriate firms must exercise independent judgment and conduct due diligence on service providers and operational choices use of these standards does not imply certification or endorsement by dfsb standards will evolve with market and regulatory changes, and firms should monitor updates each firm remains responsible for its compliance, risk management, and fiduciary duties, supplementing but not replacing internal policies developed with professional guidance while primarily reflecting u s regulations, firms in other jurisdictions must also comply with local laws by using this handbook, users agree to its disclaimer; non agreement means they should not rely on these standards © 2026 digital fiduciary standards board (dfsb) all rights reserved no part of this publication may be reproduced, distributed, or transmitted in any form or by any means without prior written permission