Anti-Money Laundering Compliance Audit Checklist

Organization Details

Organization Name
Audit Date
Auditor(s)
Branch/Department

Checklist

Section Audit Points Compliant Comments/Evidence
Policies & Procedures
  • AML policy is up-to-date and approved.
  • Procedures cover all regulatory requirements.
  • Policy distributed to all relevant staff.
Risk Assessment
  • Comprehensive risk assessment performed.
  • Risk profiles for customers/products established.
  • Risk assessment reviewed annually.
Customer Due Diligence (CDD)
  • Identification and verification procedures in place.
  • Ongoing monitoring of customer relationships.
  • Enhanced due diligence for high-risk customers.
Transaction Monitoring
  • Monitoring system detects suspicious transactions.
  • Unusual transaction reports reviewed promptly.
  • Thresholds for transaction alerts set and reviewed.
Suspicious Activity Reporting
  • Staff trained on when and how to file SARs.
  • Record of SARs is maintained securely.
  • SARs filed in accordance with timelines.
Training & Awareness
  • AML training provided regularly to all relevant staff.
  • Training materials reviewed for current regulations.
  • Attendance records of AML training maintained.
Record Keeping
  • Records retained as per statutory requirements.
  • Records are accessible for regulatory inspection.
  • Record disposal procedures followed securely.
Independent Audit
  • Regular independent audits carried out.
  • Findings documented and reported.
  • Remedial actions tracked and completed.

Summary & Recommendations

Summary of Findings
Recommendations/Actions Required