Leela
AML Program
AP-04

Commission an independent test of the program every year

Policy reference

AML Program policy, §3.4

FFIEC BSA/AML Examination Manual, BSA/AML Compliance Program, independent testing
Requirement

The program is tested at least annually by a qualified firm independent of the program’s operation, with the first test scoped and engaged within six months of program launch. The scope covers the five pillars, the program controls, and the sponsor bank’s requirements. Each finding is assigned an owner and a target date, remediation is tracked to closure, and the report and remediation status go to the board and the sponsor bank.

Trigger

Annual

First test within six months of launch; annually thereafter

Action

Engage the firm, agree the scope, provide the records, log each finding with an owner and date, track remediation to closure, and deliver the report to the board and the bank.

Evidence
  • Engagement letter

    Signed, with the scope and the firm’s independence stated

  • Test report

    Final report with findings and management responses

  • Remediation log

    Per finding: owner, target date, closure evidence

Owner

AML Compliance Officer

Leela can
Human required

A person must do the work; Leela can track it and file the evidence.

Leela can keep the testing calendar, hold the remediation log, and flag findings past their target date.

Applies

Tell Leela about your company to see whether this applies.

Status
Setup needed

Tell Leela how you handle it today, or hand it over: see what’s next.

What’s next?