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CAMS · Question #833

A compliance officer at a large bank has been tasked with investigating a series of unusual transactions involving a long-time customer. The customer has made several large cash deposits into…

The correct answer is D. Draft a SAR that includes a detailed chronology of the transactions, customer background and the. Once there is reasonable suspicion of money laundering, the next critical step is to draft and file a suspicious activity report (SAR) with the relevant financial intelligence unit within the required regulatory timeframe. The SAR should contain a clear chronology of…

Conducting and Responding to Investigations

Question

A compliance officer at a large bank has been tasked with investigating a series of unusual transactions involving a long-time customer. The customer has made several large cash deposits into multiple accounts within a short period, raising red flags. After gathering and analyzing transaction data, reviewing customer records, and cross-referencing external sources, the compliance officer determines that there is a reasonable suspicion of money laundering. As part of documenting this investigation, the compliance officer must decide how and when to escalate the matter internally and whether to file a suspicious activity report (SAR). What is the next critical step in this process?

Options

  • ADocument the customer's transaction history and keep the investigation confidential until further
  • BImmediately escalate the case to senior management, recommending the closure of the
  • CReport the investigation to external auditors and await further guidance before taking any action.
  • DDraft a SAR that includes a detailed chronology of the transactions, customer background and the

How the community answered

(61 responses)
  • A
    10% (6)
  • B
    7% (4)
  • C
    3% (2)
  • D
    80% (49)

Explanation

Once there is reasonable suspicion of money laundering, the next critical step is to draft and file a suspicious activity report (SAR) with the relevant financial intelligence unit within the required regulatory timeframe. The SAR should contain a clear chronology of transactions, relevant customer details, and the rationale for suspicion to support potential investigation by authorities.

Topics

#SAR filing#suspicious activity#investigation documentation#internal escalation

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