Treasurer Architecture — Reading Guide

Status: v1.0 draft. This is a reading guide, not an operative document. The seven documents it points to are individually binding (or counsel-confirmed-2026-06-05-binding) on the parties they address. This guide explains how they fit together so a Member, a prospective Treasurer, counsel, or an external reviewer can find what they need without reading all seven.

What this guide is

The platform's relationship with Treasurers — what they do, how they are recognised, how they are compensated, how they are held to professional standards, and how their work is governed — is structured across seven documents that work together.

No single document tells the whole story. Counsel needs to see all seven to evaluate the worker-classification position. A prospective Treasurer needs to read at least four (Code of Conduct, TEP, Agreement, Custody Framework) before deciding whether the role fits. A Member voting on their Circle's custody model needs to read at least one (Custody Framework).

This guide tells you which document answers which question.

The seven documents

1. Custody Framework Charter

Path: /charter-hall/custody-framework Slug: charter-custody-framework Version: v1.0 draft One line: Where the money sits, in three categories.

The constitutional document for how Circle funds are held. Establishes three categories:

Category A — Regular cycle contributions. Single-jurisdiction Circles only. Member-to-member or escrow-held, chosen by Member vote at Circle formation, recorded in the Bylaws.
Category B — Loan accounts and CPR contributions. Escrow-only. Never subject to Member vote.
Category C — Cross-border Circles. Escrow-only. Never subject to Member vote.

Cited by every other document in the package that touches funds.

2. Treasurer Code of Conduct

Path: /charter-hall/treasurer-code-of-conduct Slug: charter-treasurer-code-of-conduct Version: v1.0 draft One line: The profession's standards.

The six pillars a Treasurer accepts at every certification: fiduciary care for Members' interests; custodianship of trust under the Custody Framework; communication isolation; cultural humility; mediation as first response; transparency in their own conduct. Signed at each certification level. Material amendments require re-signature.

3. TEP Methodology v2 Amendment Rider

Path: /charter-hall/tep-methodology-v2-draft Slug: charter-tep-methodology-v2-draft Version: v2.0 draft One line: How Treasurer fees work — six amendments to v1.0.

Six amendments to the live Treasurer Earnings Programme Methodology v1.0:

Amendment 1 — New §1.4 Treasurer professional autonomy (Uber-protective contractor framing).
Amendment 2 — §4.1 Treasurer-issued invoices for TEP fees (contractor's standard).
Amendment 3 — §6.2 peer + Member governance for tier decisions (Treasurer Council + Selection Committee, not Circlworld staff).
Amendment 4 — §6.4 removal procedure with Selection Committee finding required.
Amendment 5 — §7.1 certification fee schedule (£25 / £150 / £400 + free Foundation) with business-expense framing, TEP-deduction option, and scholarship pool.
Amendment 6 — Cross-references to Custody Framework + Code of Conduct.

4. Treasurer Agreement v2 Amendment Rider

Path: /legal/treasurer-agreement-v2-draft Slug: treasurer-agreement-v2-draft Version: v2.0 draft One line: The contract — eight amendments to v1.0.

Eight amendments to the live Treasurer Partner Agreement v1.0:

New §1.6 Bylaws-defined Treasurer duties.
New §3.5 Treasurer professional autonomy.
§5 entire rewrite to cite the Custody Framework's three categories (replaces deprecated Phase 1 single-model treasurer-held).
§4.7 Treasurer-issued invoices.
New §6.3 Code of Conduct + Custody Framework acknowledgement.
§9.4 peer + Member panels for conduct violations.
§13.2 Selection Committee finding required for material termination.
§16.1 Treasurer Council consultation required for parameter changes.

Counsel posture confirmed by Drew 2026-06-05; per-jurisdiction counsel review continues as a parallel workstream, not a build gate.

5. Treasurer Council Charter

Path: /charter-hall/treasurer-council Slug: charter-treasurer-council Version: v1.0 draft One line: The profession's peer body.

Seven currently-serving Treasurers, elected for staggered two-year terms via Single Transferable Vote with geographic and tier balance overrides. Mandate: routine compliance review, routine tier progression review, Programme parameter consultation, Selection Committee nominations, Code of Conduct amendment proposals, mentor-pairing oversight, annual review report. Quorum 5 of 7. Independent of Circlworld staff.

6. Selection Committee Charter

Path: /charter-hall/selection-committee Slug: charter-selection-committee Version: v1.0 draft One line: Material decisions, independently adjudicated.

Five-person panel constituted per proceeding (not a standing body): two senior Treasurers nominated by the Council, two Members nominated by Town Hall, one independent Chair from the Help Office. Jurisdiction: material tier promotions, demotions below Community Organiser, removals, material Code of Conduct breach findings, Council appeals. Full procedural protections — written notice, evidence access, written response, in-person hearing, representation, witness rights, cross-examination, reasoned written decision. Right of appeal to the Dispute Settlement Centre.

7. Certification Scholarship Pool Operating Procedure

Path: /charter-hall/certification-scholarship-pool Slug: charter-certification-scholarship-pool Version: v1.0 draft One line: Certification access across jurisdictions.

Funded from 5% of Tier 4 fees + optional Member donations through a dedicated Storefront SKU + £10,000/year platform commitment. Eligibility: 5% jurisdictional fee disparity threshold + Standing band ≥ 50 + clean standing + first-attempt only + no prior scholarship at the same level. Awarded by a three-person panel (one peer-Treasurer + one Member + Help Office Pool Administrator). Covers first-attempt fee in full.

How the documents interlock

                    ┌────────────────────────────────────────────┐
                    │   1. CUSTODY FRAMEWORK                     │
                    │   (where the money sits)                   │
                    └────────────────────────────────────────────┘
                          │                          │
                          │ cited by                 │ cited by
                          ▼                          ▼
   ┌──────────────────────────────┐     ┌────────────────────────────┐
   │ 2. TREASURER CODE OF CONDUCT │     │ 4. TREASURER AGREEMENT v2  │
   │ (profession's standards)     │     │ (the binding contract)     │
   └──────────────────────────────┘     └────────────────────────────┘
            │                                       │
            │ signed at every tier                  │ signed at on-boarding
            ▼                                       ▼
   ┌──────────────────────────────────────────────────────────────┐
   │ 3. TEP METHODOLOGY v2                                        │
   │ (fee mechanism + tier progression + certification ladder)    │
   └──────────────────────────────────────────────────────────────┘
                          │                          │
                          │ governed by              │ access supported by
                          ▼                          ▼
       ┌──────────────────────────────┐     ┌──────────────────────────┐
       │ 5. TREASURER COUNCIL         │     │ 7. SCHOLARSHIP POOL      │
       │    (routine peer body)       │     │    (certification fees)  │
       └──────────────────────────────┘     └──────────────────────────┘
                          │
                          │ nominates senior Treasurers to
                          ▼
       ┌──────────────────────────────────────────────────────────┐
       │ 6. SELECTION COMMITTEE                                   │
       │    (material decisions, full procedural protections)     │
       └──────────────────────────────────────────────────────────┘
                          │
                          │ right of appeal to
                          ▼
       ┌──────────────────────────────────────────────────────────┐
       │    DISPUTE SETTLEMENT CENTRE (existing Charter)          │
       └──────────────────────────────────────────────────────────┘

Reading paths

A Member who is forming a new Circle

Read in this order: (1) Custody Framework to understand the choice your Circle will make about Category A custody, then your Circle's Bylaws to see how the vote is recorded. You do not need to read the rest unless you are a prospective Treasurer.

A Member who is considering becoming a Treasurer

Read in this order: (2) Code of Conduct to understand the standards you will be held to, then (4) Treasurer Agreement v2 to understand the contract you will sign, then (3) TEP Methodology v2 to understand how the fees and tier progression work, then (1) Custody Framework to understand the three categories of custody you will operate within, then (7) Scholarship Pool if you may need certification fee support.

A currently-serving Treasurer affected by a Council or Committee proceeding

Read in this order: (5) Treasurer Council Charter or (6) Selection Committee Charter depending on the body, then (2) Code of Conduct if the proceeding concerns conduct, then (3) TEP Methodology v2 if the proceeding concerns tier or removal.

Counsel evaluating worker-classification position

Read in this order: (4) Treasurer Agreement v2 §1.6, §3.5, §4.7, §5, §6.3 — the contractor-positioning clauses. Then (3) TEP Methodology v2 Amendments 1–6. Then (2) Code of Conduct to confirm professional-standards positioning. Then (5) Treasurer Council Charter and (6) Selection Committee Charter to confirm decision-making is genuinely peer + Member, not platform-staff. The architectural answer to Uber BV v Aslam [2021] UKSC 5 lives across these documents — the Autoclenz substance test should find genuine autonomy in the substance, not only in the labels.

An external regulator or partner institution evaluating the platform

Read (1) Custody Framework in full. Read the Member Activity Record Methodology (separate document) for the audit-trail framing. Skim the rest as governance context.

What is and is not in this package

In scope

The custody architecture across all three categories.
The Treasurer's professional standards.
The compensation mechanism (TEP).
The binding contract.
The bodies that govern the Treasurer profession.
The access-support mechanism for certification.

Out of scope of this package, but referenced

The Member Agreement framework (Inter-Member Contract + Framework Contract with Circlworld).
The Dispute Settlement Centre Charter — appeal destination from Selection Committee decisions.
The Cultural Architecture Policy v2.0 — member-led practice principles that apply to Circles' custody-model choice under Category A.
The Lender Model documents — the Circle / federation is the lender; Circlworld is not.

Status discipline

All seven documents in this package are currently in draft status. Counsel review is required in both the UK and Jamaica jurisdictions before any of them becomes binding. The published version of each document carries its own status line in the Charter Hall index.

Effective dates will be set once counsel review is complete. Adoption will be coordinated so that the seven documents come into force together — they reference each other, so a partial adoption would leave gaps.

Where to find each document

| Document | Path | | --- | --- | | 1. Custody Framework Charter | /charter-hall/custody-framework | | 2. Treasurer Code of Conduct | /charter-hall/treasurer-code-of-conduct | | 3. TEP Methodology v2 Amendment Rider | /charter-hall/tep-methodology-v2-draft | | 4. Treasurer Agreement v2 Amendment Rider | /legal/treasurer-agreement-v2-draft | | 5. Treasurer Council Charter | /charter-hall/treasurer-council | | 6. Selection Committee Charter | /charter-hall/selection-committee | | 7. Certification Scholarship Pool Operating Procedure | /charter-hall/certification-scholarship-pool |

— End of the Treasurer Architecture Reading Guide —

Version history

| Version | Date | Change | Process | |---|---|---|---| | v1.0 | 2026-06-03 | Initial draft of the reading guide | Drafted 2026-06-03 as navigational companion to the seven Treasurer-architecture documents; counsel review required before publication |

Plain-language one-line summary

Seven documents constitute the Treasurer architecture; this guide tells you which one answers which question.