Fintech Vendor Regulatory Assessment Form

Vendor Information
Company Name
Contact Person
Contact Email
Contact Phone
Registered Address
Country of Incorporation

Business Details
Nature of Services Provided
Years in Business
Total Employees
Regulatory Licenses Held

Compliance Information
Is your company compliant with relevant local, state, and federal regulations?
List Relevant Regulatory Bodies
Data Privacy & Protection Measures
Anti-Money Laundering (AML) & Know Your Customer (KYC) Procedures

Risk & Incident Management
Has your company experienced any regulatory breaches in the last 5 years?
If Yes, please describe
Describe Your Risk Management Framework
Incident Response Plan

Additional Information
Certifications or Third Party Audits
Other Relevant Information