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AML/CFT Programme Policy

Code AML-001
Domain AML / Financial Crime
Owner Chief Compliance Officer
Status Draft
Applicability Platform
Jurisdiction NZ + AU
Business domain BD07
Review date 2027-03-25

Regulations: AML/CFT Act 2009 · AML/CTF Act 2006 · FATF 40 Recommendations

Purpose

Govern the platform's AML/CFT programme — the overarching framework establishing obligations under the NZ AML/CFT Act 2009 and AU AML/CTF Act 2006.

Scope

All products, customers, channels, and staff of the platform in NZ and AU.

Policy statements

The Board SHALL approve the AML/CFT Programme annually and following any material regulatory change or significant business change.

The platform SHALL appoint a designated AML/CFT Compliance Officer (CO) in each jurisdiction with direct Board access.

The platform SHALL enrol with AUSTRAC as a reporting entity under the AU AML/CTF Act and maintain RBNZ registration under the NZ AML/CFT Act.

The AML/CFT Programme SHALL include: a risk assessment, customer due diligence procedures, transaction monitoring procedures, SAR/STR reporting procedures, staff training, and an annual audit.

The risk assessment SHALL be reviewed at least annually and updated following material changes to products, services, customer base, or the operating environment.

The CO SHALL report to the Board Risk Committee quarterly on programme performance, including SAR/STR volumes, CDD completion rates, and training compliance.

The programme SHALL be independently audited by internal audit or an external reviewer at least annually. Audit findings SHALL be reported to the Board and remediation tracked to closure.

Any material non-compliance with AML/CFT obligations SHALL be self-reported to the relevant regulator within the timeframe required by that regulator.


Satisfying modules

Module Name Mode Description
MOD-012 KYC audit trail store LOG AML programme can be evidenced to regulator — every check and decision is logged
MOD-016 Rule-based typology engine LOG AML programme includes documented, tested monitoring rules — regulator can inspect rule logic
MOD-017 ML behavioural scoring model LOG ML model forms part of documented AML programme — supervisors can inspect model and outputs
MOD-019 Regulatory report submission module AUTO Reporting obligations met without reliance on individual staff remembering to submit
MOD-037 AUSTRAC / RBNZ AML reporting pipeline AUTO Annual AML compliance report data sourced from operational systems — no manual collation
MOD-047 Agent action logger LOG AML programme execution evidenced by audit log — regulator can inspect any decision

Part of AML / Financial Crime · Governance overview Compiled 2026-05-22 from source/entities/policies/AML-001.yaml