Compliance

HOW TO FICA YOUR CLIENT: Initial training for new employees A brand new session *

ThePRACTICAL focus on:

Initial training

·    The FIC Act

·    Timeline,Greylisting, consequences.

·    8 Compliance obligations

·    Therole-players & their responsibilities

·    Communicating with the FIC

·    Practical-  The documents and doing the basics

Part1

·    Theprocess

Part2

·    The red flags

Part3

·    Different products and services call for different timeframes and tools

Part4

RMCPand Forms covering the process

·    ClientID and verification

·    TFSand Open Media searches

·    Riskrating and outcome

·    PEPS,PIPS and outcome (Domestic, Foreign and nearest/dearest)

·    Beneficialownership

·    Comparisonswith the FICA history of clients

·     Reportingpossibility

·     Record-keeping

Part5

·    Assistance,training and guidance by FIC Compliance officer and management