CAMS Certified CPA Accounting FINTRAC Specialists Canada-Wide Precision. Protection. The AA+ Standard.
Service · 04

Independent effectiveness reviews

The biennial review FINTRAC mandates — an objective, independent test of whether your compliance program actually works. Delivered with a documented gap analysis and a prioritized remediation plan, performed independently of the functions under review.

Mandated Every 2 YearsFully IndependentTests All Five PillarsGap AnalysisRemediation Plan
The Obligation

Required every two years — and the first thing an examiner asks for

The PCMLTFA requires a review of your compliance program at least every two years, conducted independently of the people who run it. It must test your policies and procedures, your risk assessment, and your training program, and judge whether the program is effective in practice. A missing or stale review is one of the most common examination findings — and one of the easiest to avoid.

By the regulation
≤ 2 yrsMaximum interval between mandatory effectiveness reviews
IndependentConducted separately from the functions being reviewed
All 5 pillarsPolicies, risk assessment, training, and overall effectiveness tested
Scope of Work

A genuine test — not a rubber stamp

We review the whole program against the current requirements, sample what is actually happening, and report findings you can act on before FINTRAC does.

Policies & procedures testing

Risk-assessment review

Training-program evaluation

Transaction & reporting sampling

Interviews

Governance & oversight

How We Work

A structured, defensible review

STEP 01

Scoping

We agree the period, lines of business, and methodology up front.

STEP 02

Document review

We examine policies, the risk assessment, and training records.

STEP 03

Testing

We sample transactions, reports, and records for real evidence.

STEP 04

Interviews

We talk to the compliance officer and front-line staff.

STEP 05

Reporting

We deliver findings, a gap analysis, and a remediation plan.

Precision. Protection.

Due for your two-year review?

Book a free consultation and we’ll scope an independent effectiveness review that satisfies FINTRAC and tells you the truth about your program.