VASP KYC Review · Powered by LÆdar

Risk-based KYC reviews, led by practitioners.

KYCifi combines specialist AML, KYC and virtual asset compliance expertise with intelligent technology, so customer relationships are kept current and defensible through periodic and trigger-based reviews, distinct from onboarding CDD.

Periodic reviewsTrigger eventsScreening refreshEDD reviews
kyc / periodic-reviewReviewed
RelationshipInstitutional · high-risk
Last reviewed14 months ago
TriggerOwnership change
New screening hit · since last reviewEDD
Risk reassessed, escalation and rationale documented. Audit-ready
KYC review support for BanksExchangesBrokersCustodiansOTC desks
The challenge

Why customer reviews are where risk re-emerges.

Onboarding is a moment; risk is continuous. Between reviews, customers change, screening lists move and relationships drift from the picture on file.

Outdated information

Profiles captured at onboarding age quickly and drift from reality.

Customer changes

Ownership, activity and product use shift, often without notice.

High-risk relationships

PEPs, complex structures and high-risk profiles need closer, recurring scrutiny.

Screening updates

Sanctions, PEP and adverse media lists change; a clear customer may not stay clear.

Ongoing monitoring

Activity must be watched between reviews, with triggers acted on promptly.

Regulatory expectations

Supervisors expect periodic and event-driven reviews, evidenced consistently.

Documentation quality

Each review must be recorded to a standard that holds up later.

Audit readiness

The full review history must be evidenced and retained for inspection.

The workflow

From review trigger to a documented decision.

Every periodic or event-driven review runs the same disciplined way, so customer risk stays current and defensible.

01

Customer Review Triggered

A periodic cycle or a trigger event opens a review of the relationship.

Periodic · trigger
02

Profile Refresh

Customer details and ownership are refreshed against the latest position.

Refresh
03

Documentation Review

Records and evidence are checked for currency, completeness and gaps.

Records
04

Screening Refresh

Sanctions, PEP and adverse media re-screened, and new hits adjudicated.

Re-screen
05

Risk Reassessment

Risk is re-rated against the refreshed picture and any new findings.

Re-rate
06

EDD Escalation

Where risk rises, enhanced due diligence and investigation are applied.

EDD
07

Review Decision

A documented decision to continue, restrict or exit, with senior referral where it matters.

Decision
The practitioner advantage

A refreshed file is not a re-assessed risk.

KYCifi is, first, a specialist AML and KYC practice with deep virtual asset experience. A new screening hit, an ownership change or a shift in activity is investigated and judged by specialists, not just re-flagged on a schedule.

A review reminder gives you

A date in a diary

  • A prompt that a review is due
  • A refreshed set of fields
  • No view on whether risk has changed
  • Evidence left for you to assemble
KYCifi gives you

A re-assessed risk

  • AML, KYC & virtual asset specialists
  • New findings investigated and judged
  • Enhanced due diligence where it matters
  • A documented, defensible review decision
KPMGDeloitteBank of New York MellonVirtual assetsAML / CFT
The technology

LÆdar supports our specialists.

Our practitioners lead every review. LÆdar, our intelligence platform, does the legwork behind them, so judgement stays with the people, and the review file is built as they work.

Company IntelligenceScreening IntelligenceOwnership mappingRisk assessmentAudit-ready documentation
Deliverables

What you receive.

Defensible, audit-ready outputs for every review, built to the standard supervisors expect.

KYC Review Reports

A complete record of each periodic or trigger-based review and its outcome.

Risk Reassessments

An updated, documented risk rating with a clear, per-factor rationale.

EDD Reviews

Enhanced due diligence with investigation for relationships that escalate.

Monitoring Records

Ongoing monitoring and trigger-review records across the relationship.

Audit-Ready Documentation

A complete review history and audit trail, ready for supervisory inspection.

Who this is for

Built for virtual asset businesses and their banks.

From exchanges to the banks that serve them, KYCifi keeps customer risk current between onboardings.

BanksExchangesBrokersCustodiansOTC DesksVASPs

Keep customer risk current and defensible.

See how KYCifi combines specialist compliance expertise and intelligent technology to support virtual asset businesses.

Questions? Contact contact@kycifi.com