Purpose

Register the practical AML and sanctions training for personnel handling client intake, onboarding support, relationship activity and first-line escalation.

Audience

Front Office, Operations, client-facing personnel and any person whose role captures client facts or can progress onboarding, access or transactions.

Source Objects

Publication Rules

  • Deliver before unsupervised client-facing or onboarding work and refresh at the matrix frequency.
  • Assess sanctions stop rules, incomplete KYC, source-of-funds or source-of-wealth gaps, red flags, internal escalation and recordkeeping.
  • Do not present internal escalation as external FIU reporting authority.
  • Update when sanctions logic, KYC requirements, risk scoring, monitoring, wallet tooling or escalation routes change materially.

Approval

  • Approval shown in artifact: none
  • Required content owners: Compliance and Operations
  • Required approver: Managing Director
  • BCMS status remains review until approval is evidenced.

Published Artifact

Relationships

History

  • 2026-07-26: Registered the supplied Front Office AML and Sanctions deck as a controlled training publication.