The SRA a very active in carrying out AML Audits. We help firms navigate their way through such an audit and then with any work the SRA ask them to do to comply. In addition we can assist with carrying out an Independent AML audit after a few months to check the actual implementation & operation of those AML policies & procedures.
It is best to contact us as soon as you receive notification from the SRA. They will ask you to answer some preliminary questions and submit your policies for review. How you answer them can help or hinder how the audit or inspection goes.
We charge at £200 + VAT
Below are the Agenda's the SRA send out in their letter giving notice of an inspection.
Agenda to Prepare for The SRA Inspection
Deadline | Activity | |
1. | Within 7 days | We will arrange a date for the inspection |
2. | 14 days | Provide: a list of the fee earners at your firm open and closed matter lists for your fee earners your response to our questionnaire your firm wide risk assessment your firm’s proliferation financing risk assessment your firm’s AML policies and procedures your firm’s template client and matter risk assessment copies of any audits on your firm’s policies and procedures AML related training records and content High risk matters list if applicable File review template and list of file reviews completed in the last 6 months |
3. | 3-5 days before the inspection | We will provide a list of the files we wish to review on-site and confirm if fee earners have been selected for interview. |
AML Inspection Day Agenda
Approx Time | Activity | |
10.00am | Introductions and context | |
10.15am | Interview with the Money Laundering Compliance Officer (MLCO) and Money Laundering Reporting Officer (MLRO) | |
12.00am | Break for lunch | |
12.30pm | File reviews and review of SARs/DAML / opportunity to interview fee earners | |
2.40pm | Feedback to MLCO on files reviews and fee earner interviews. Thank you and close |
AML Support from us (HCL)
We provide a lot of AML support to businesses in the Legal Sector. Please see below for a summary and links for further information.
(Sanctions Regime compliance - see separate services for this on our website.)
Contact Us
Feel free to contact us, ideally by using the 'How can we help you?' form below.