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FIC Act Compliance Anti-Money Laundering

Before Lindiwe may open a business relationship with a new client, the FIC Act requires her firm to carry out customer due diligence (CDD). What is the central purpose of CDD?

RE5 practice question with a worked answer. This is one of hundreds of FSCA RE5 questions in the RegulatoryExams question bank.

  1. a) To identify and verify who the client (and any beneficial owner) really is, so money-laundering and terror-financing risk can be managed.Correct
  2. b) To establish the client’s investment objectives and appetite for risk before recommending a product.
  3. c) To calculate the client’s income-tax liability for submission to SARS.
  4. d) To build a profile that lets the firm cross-sell additional financial products.

Why this is the answer

CDD (the 'know your customer' duty) is about establishing and verifying identity — including beneficial owners — to keep criminal funds out of the system. Assessing risk appetite/objectives is the FAIS needs analysis, tax is SARS's domain, and marketing is not a lawful purpose of CDD.

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