✛ Staying compliant

AML programs built to withstand scrutiny

Anti-money-laundering programs for broker-dealers and fintechs, from customer onboarding through sanctions screening, monitoring, and the independent testing regulators expect.

Greenridge L&C Advisors develops anti-money-laundering programs that withstand regulatory scrutiny: KYC and customer identification, sanctions and OFAC screening, transaction monitoring, suspicious-activity escalation, and support for the independent testing that broker-dealers are required to obtain.

What an AML program includes

A program is judged on whether it actually runs, not on whether it exists on paper.

  • AML program development and the required policies
  • KYC / CIP customer onboarding
  • Sanctions and OFAC screening
  • Transaction-monitoring and suspicious-activity escalation
  • Support for independent AML testing

Why it has to be real

Examiners test whether alerts are worked, filings are made, and the program is followed. We build programs designed to hold up when someone checks, not just when someone reads the manual.

Common questions

Do broker-dealers need independent AML testing?
Broker-dealers are generally required to test their AML program on a periodic basis. We help design the program and support the testing process; the independence requirements depend on your firm.
Is AML relevant to fintechs?
Often yes, depending on the activity. Money movement, custody, and certain crypto activities can carry AML obligations. We help you assess and build to them.

Bring us the letter.

Exam notice, deficiency letter, comment letter, or an application that has stalled. Tell us where you are and we will tell you what happens next. A first conversation is free and without obligation.

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