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DEFINITION

Client Risk Assessment

The process of evaluating the level of money laundering, terrorist financing, sanctions or other financial crime risk that a particular client poses to the institution based on factors like their background, jurisdiction, occupation, transaction patterns, and screening results.

Synonyms

Risk Rating, Client Risk Scoring

Acronyms

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Synonyms

Risk Rating, Client Risk Scoring

Acronyms

Examples

The bank’s client risk assessment model takes into account the client’s occupation, country of residence, anticipated transaction volumes, and screening results.

FAQ

Risk factors can include client type, occupation, country of residence, products used, transaction volumes and patterns.

Methodologies are based on regulatory guidance, industry standards, and the bank's risk appetite, and are tested and refined regularly.

Higher risk clients are subject to more frequent and in-depth reviews and lower transaction thresholds for alerts.

Related Terms

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