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Compliance Documentation

AML manuals, internal policies, procedures, outsourcing agreements and business model description.

SRO admission is a documentation exercise as much as a legal one. We prepare the full pack, written to the standard your SRO reviews against.

The document set

  • AML manual and internal policies and procedures
  • Business plan — short, focused, and matched to your regulatory perimeter
  • Organisational chart and governance description
  • Outsourcing agreements — MLRO, audit, accounting and IT arrangements
  • Business model description covering products, clients and flows

Everything is drafted to be internally consistent — the business plan, org chart and AML framework tell one coherent story, which is exactly what a reviewer looks for.

Discuss your SRO membership requirements

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