Engagement

AML Control Sampling Review

Focused sampling of customer due diligence files, alert dispositions, and escalation notes to test whether your AML programme holds up under case-level scrutiny.

Calculator and financial statements on a wooden desk

Who this is for

Compliance officers at remittance, wallet, and lending firms who need a second pair of eyes on how KYC and monitoring work in practice before an external inspection.

Result you receive

A sampling memo that shows pass/fail patterns by control point, with concrete file-level examples your team can remediate without guessing.

Scope

Limited to AML-related controls within an agreed sample size. We do not expand into full regulatory readiness unless you commission that engagement separately.

Included

  • Agreed sample size and selection method
  • File-level review against your stated procedures
  • Pattern summary across onboarding, refresh, and alerts
  • Short remittance list ordered by risk

Not included

  • Full licensing readiness audit
  • Transaction monitoring model design
  • Staff training delivery

How the work unfolds

  1. 1

    Sample design

    We agree stratification by customer type, risk rating, and product so findings are representative.

  2. 2

    Case review

    Each selected file is tested against your written procedures and recorded outcomes.

  3. 3

    Pattern briefing

    You receive the memo and a live walkthrough of the highest-priority gaps.

Constraints to know upfront

Sample quality drives the timeline; incomplete case notes delay conclusions.

Ready to discuss scope?

Share your licence type, product lines, and the review window you need. We reply with a written estimate — not a sales script.

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