Finance English
Banking

O que e Conheça Seu Cliente?

Conheça Seu Cliente The process of verifying the identity of clients and assessing their suitability, risks, and background to comply with anti-money laundering and counter-terrorism financing regulations.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “Conheça Seu Cliente” Used in Practice?

Instituições financeiras devem implementar processos robustos de KYC.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

O que e Conheça Seu Cliente?

The process of verifying the identity of clients and assessing their suitability, risks, and background to comply with anti-money laundering and counter-terrorism financing regulations.

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