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Checklists, intelligence notes, guides and reference documents produced by The Compliance Briefing. Some are free to download immediately. Others require your email address — and will also add you to the weekly briefing.

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EDD · Checklist

FCA CDD/EDD Review — Action Checklist

Based on the FCA's April 2026 multi-firm review findings. Covers policies and procedures, CDD and EDD processes, compliance monitoring, and quick wins for MLROs and compliance teams.

3 pages
Published April 2026
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AML · Data Privacy · Intelligence Note

Data Privacy and AML: Not Competing, But Not Simple Either

A practical intelligence note covering the legal framework, the three scenarios that generate genuine friction in live compliance programmes, Privacy-Enhancing Technologies, and questions MLROs should be asking their DPOs.

4 pages
Published 2026
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Coming Soon
Sanctions · Reference Guide

OFSI Enforcement Framework — Quick Reference Guide

A reference guide to OFSI's 2026 enforcement framework — the four-level seriousness matrix, discount structure, and what firms need to know about the new settlement process.

Coming Q3 2026

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AI in Compliance · Practical Guide

10 Practical AI Prompts for Compliance Teams

Ten prompts built from operational compliance experience — covering AML risk assessment, EDD report drafting, SAR narrative writing, policy review, sanctions screening and more.

8 pages
Published 2026

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AML · Sanctions · Monthly Update

UK AML & Sanctions Monthly Update — July 2026

The MLR Amendment Regulations 2026 in force, OFSI's first settlement penalty against Deutsche Bank, FCA enforcement priorities, SRA sanctions inspections, and the July 2026 compliance action list.

7 pages
July 2026

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AML · Practical Guide

UBO Identification — A Practical Framework for Compliance Teams

A structured framework for beneficial ownership identification — covering verification sources, red flags, documentation standards and how to handle complex or opaque structures.

Coming Q3 2026

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