WiseBanco Compliance Policy

1. Purpose

The purpose of this Compliance Policy is to ensure that WiseBanco operates in full accordance with applicable financial laws, regulations, and industry standards. It promotes a culture of integrity, transparency, and accountability throughout the organization.

2. Scope

This policy applies to all employees, contractors, agents, and affiliates of WiseBanco. It covers all products, services, and interactions with clients, regulators, and business partners.

3. Regulatory Compliance

WiseBanco complies with all relevant UK regulations, including:

  • The Financial Services and Markets Act (FSMA)

  • Anti-Money Laundering (AML) Regulations

  • Know Your Customer (KYC) Guidelines

  • UK General Data Protection Regulation (UK GDPR)

  • FCA and PRA regulatory requirements

4. Anti-Money Laundering (AML) & Know Your Customer (KYC)

We maintain robust AML policies and procedures to prevent financial crime. These include:

  • Customer identity verification (KYC)

  • Risk-based due diligence

  • Ongoing transaction monitoring

  • Suspicious activity reporting in line with regulatory expectations

5. Data Protection & Privacy

All customer data is handled in compliance with UK GDPR.
We ensure:

  • Data is stored securely and used lawfully

  • Access is restricted to authorized personnel only

  • Customers' privacy rights are respected at all times

6. Risk Management

WiseBanco proactively identifies, assesses, and mitigates compliance and operational risks.
Our risk management framework includes:

  • Internal controls

  • Policy reviews

  • Incident response planning

7. Employee Training

All employees receive regular compliance training, including:

  • AML and KYC regulations

  • Data protection responsibilities

  • Ethical conduct and reporting procedures

8. Reporting & Whistleblowing

We encourage the reporting of suspected misconduct or policy violations.
Our whistleblower channel:

  • Ensures confidentiality

  • Protects whistleblowers from retaliation

  • Investigates all claims fairly and thoroughly

9. Monitoring & Auditing

Regular compliance audits are conducted to:

  • Evaluate policy effectiveness

  • Detect and address non-compliance

  • Recommend corrective actions where necessary

10. Policy Review

This policy is reviewed annually or following significant regulatory updates.
All revisions are communicated to relevant stakeholders in a timely manner.

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