Skip to content

Services

AML / KYC Framework

AML policies, risk assessment, customer onboarding, transaction monitoring and internal controls.

An SRO member stands or falls on a working AML framework. We design one that satisfies your SRO at admission and holds up through every subsequent supervisory cycle.

What we design

  • AML policy and procedures — drafted around your actual products and client base, delivered with an AML workshop for your team.
  • Risk assessment — customer, product, channel and geography risk, with a defensible methodology.
  • KYC / onboarding — customer due diligence, enhanced due diligence triggers, and beneficial-owner identification aligned with Swiss standards.
  • Transaction monitoring — rules and tooling proportionate to your flows.
  • Internal controls — the checks, roles and escalation paths a supervisor expects to see.

The people around it

We help you select and appoint the mandatory roles: an external AML officer (MLRO), who can be outsourced, and a local external AML auditor. The framework goes live with your MLRO and KYC tooling once membership is granted.

Discuss your SRO membership requirements

We help you build a compliant foundation and obtain SRO membership with confidence.