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  2. Know your customer - Wikipedia

    en.wikipedia.org/wiki/Know_your_customer

    Enhanced due diligence [4] is required when initial identity checks have been completed and high-risk factors have been identified for an individual or a business. When these requirements have been met "enhanced" or additional due diligence above and beyond CDD is conducted which identifies the following information: [4] Source of wealth and ...

  3. Due diligence - Wikipedia

    en.wikipedia.org/wiki/Due_diligence

    Due diligence can be a legal obligation, but the term more commonly applies to voluntary investigations. It may also offer a defence against legal action. A common example of due diligence is the process through which a potential acquirer evaluates a target company or its assets in advance of a merger or acquisition. [1]

  4. Customer Identification Program - Wikipedia

    en.wikipedia.org/wiki/Customer_Identification...

    The Customer Identification Program is intended to enable the bank to form a reasonable belief that it knows the true identity of each customer. The CIP must include new account opening procedures that specify the identifying information that will be obtained from each customer.

  5. Holder in due course - Wikipedia

    en.wikipedia.org/wiki/Holder_in_due_course

    In commercial law, a holder in due course (HDC) is someone who takes a negotiable instrument in a value-for-value exchange without reason to doubt that the instrument will be paid. If the instrument is later found not to be payable as written, a holder in due course can enforce payment by the person who originated it and all previous holders ...

  6. Environmental, social, and governance - Wikipedia

    en.wikipedia.org/wiki/Environmental,_social,_and...

    The Equator Principles is a risk management framework, adopted by financial institutions, for determining, assessing and managing environmental and social risk in project finance. It is primarily intended to provide a minimum standard for due diligence to support responsible risk decision-making. [108]

  7. Consumer Duty - Wikipedia

    en.wikipedia.org/wiki/Consumer_duty

    Consumer Duty is a standard introduced by the Financial Conduct Authority, in the UK, intended to improve Consumer protection for financial-services firms in the UK. [ 1 ] The changes were announced in 2021 and officially came into force on 31 July 2023.

  8. United Nations Guiding Principles on Business and Human Rights

    en.wikipedia.org/wiki/United_Nations_Guiding...

    Therefore, there is a responsibility of both the state and the private sector to acknowledge their role in upholding and protecting human rights. In conducting due diligence, the UNGP encourage companies to conduct a Human Rights Impact Assessment through which they assess their actual and potential human rights impacts. [2]

  9. Section summary of Title II of the Patriot Act - Wikipedia

    en.wikipedia.org/wiki/Section_summary_of_Title...

    This title has 25 sections, with one of the sections (section 224) containing a sunset clause which sets an expiration date, of 31 December 2005, for most of the title's provisions. On 22 December 2005, the sunset clause expiration date was extended to 3 February 2006. Title II contains many of the most contentious provisions of the act.