AML/KYC Module

AML software that's part of your compliance platform — not separate from it

Most AML tools exist in isolation. Vervidex integrates CDD, PEP screening, and ongoing monitoring alongside your Companies House filings, tax deadlines, and charity compliance — one client, one view, one audit trail.

AML/KYC features built for practice workflows

Customer due diligence

Standard, simplified, and enhanced CDD workflows with document collection, risk rating, and source of funds tracking.

PEP & sanctions screening

Screen clients against PEP lists, sanctions databases, and adverse media. Automated re-screening on schedule.

Ongoing monitoring

Annual CDD reviews, change-triggered re-assessments, and automated alerts when client risk profiles change.

Firm-wide risk assessment

Document your practice-level risk assessment with linked evidence. Updated and version-controlled.

SAR-ready audit trail

Every action logged with timestamps and user attribution. Ready for supervisory inspections and SAR submissions.

Supervisory body ready

Designed to pass ICAEW, ACCA, ICAS, AAT, and HMRC inspections. Structured to match what inspectors look for.

AML obligations Vervidex tracks

Every obligation below is mapped to the specific regulation. Inspectors check these.

Obligation
Requirement
Regulation
Firm-wide risk assessment
Mandatory, reviewed annually
MLR 2017 Reg 18
Customer due diligence (CDD)
Before establishing business relationship
MLR 2017 Reg 27-29
Enhanced due diligence (EDD)
PEPs, high-risk jurisdictions, complex structures
MLR 2017 Reg 33-35
Ongoing monitoring
Continuous, with periodic reviews
MLR 2017 Reg 28(11)
Staff training records
All relevant staff, documented
MLR 2017 Reg 24
Suspicious activity reporting
When required, via nominated officer
POCA 2002 s.330

Why integrated AML beats standalone tools

Standalone AML creates a dangerous disconnect. You complete CDD in one system, but the entity's filing status lives in another. When your supervisory body asks for a firm-wide risk assessment, you're manually correlating data across systems.

Companies House Tax Deadlines Charity Compliance GDPR ECCTA IDV Pensions E-Invoicing Practice Management

AML that's part of the picture, not a separate puzzle

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