3 steps to help you get started with know-your-customer

130 billion SEK is laundered in the Swedish financial system every year. Lawmakers want to combat financial crime, imposing strict know-your-customer requirements in an increasing number of sectors.

Marina Sundin

Product Marketing Manager
Focused view of a hand holding a coin, with blurred dark background.

The purpose of the Anti-Money Laundering Act is to prevent financial crime and terrorist financing through money laundering and fraud. The regulations from the Act require that all supervised entities must know who their customers are, a process known as know-your-customer (KYC).

The legislation affects over 25,000 Swedish businesses, and many organisations find it challenging to understand and comply with the requirements. Simple KYC procedures and processes are challenging, as it can be difficult to know exactly where and how to begin.

In this article, we'll provide you with actionable advice on creating an effective KYC process for getting to know your customers and reducing the risk of sanctions.

What does the Anti-Money Laundering Act say?

Comprehensive customer knowledge

According to the requirements in the Anti-Money Laundering Act, supervised entities must adopt a risk-based approach. This means, among other things, that you must know who your customers are. To establish a know-your-customer process or KYC, you must complete these four steps:

1. Identify the beneficial owner

The first step is to identify the beneficial owner. You must also know who is authorised to represent the company, such as directors or signatories.

2. Verify the customer's identities

Once you have identified the persons linked to the customer, you must ensure they are who they claim to be. You need to verify their identities using valid identification documents.

3. Screen and check against sanctions and PEP lists

Once the persons are identified, you must check against sanctions and PEP (Politically Exposed Persons) lists. These lists contain companies and individuals that are sanctioned or in a politically exposed position. The UN, the EU, and others publish and update these lists.

You cannot do business with the customer if you receive a sanction hit. If it's a PEP hit, you must thoroughly investigate the customer's background since they present a higher risk of money laundering or corruption.

4. Continuous controls

Not only should you check your customers at the start of a business relationship, but you should also ensure that you always have up-to-date information about them. 

This means that you must regularly check customers' names and details against the Swedish Companies Registration Office's register (Bolagsverket) and the various lists of sanctioned and politically exposed persons. 

The easiest way to do this is to use an automated solution that runs the checks every night, especially if you have many customers.

Suppose you discover a customer or a person linked to a customer has been placed on a sanctions list. In that case, you must report it to the Financial Intelligence Unit (Finanspolisen), which can investigate further. 

You must also conduct a risk analysis of your business annually and ensure that your staff receive ongoing training on the latest AML regulations and compliance practices.

Quality from the start creates security in your company

A supervised entity should continuously analyse its readiness for potential financial crime risks. To fulfil the Anti-Money Laundering Act requirements, you can analyse three steps.

Three steps to get started

Step 1: Analyse what elements may be missing at your company regarding roles and procedures.

  • Are there people responsible for the different areas?
  • Do employees have the skills required? How can they develop the skills they need?
  • Do you have all the necessary procedures in place?
  • What tasks can your company automate to avoid the risk of manual errors?
  • How is monitoring and evaluation carried out on an ongoing basis, and at what frequency?

Step 2: Mapping processes and systems.

  • What systems are in place today, and how well do they cover your company's needs?
  • What systems and processes are missing, and what needs to be complemented?
  • What opportunities exist for integration with other systems?

Step 3: Define.

  • Your company's system support and data storage needs;
  • Clarification of job titles and roles;
  • Adaptation of procedures.

How we can help you in your anti-money laundering efforts

A digitised and automated KYC solution can be the starting point for your AML efforts.

Trapets KYC is a solution that effectively helps you get started with know-your-customer knowledge to secure your business from sanctions and prevent becoming a target for financial crime. 

Simplify and automate your onboarding of new customers today.