KYC Policy

1. Legal Basis

The UK’s KYC and anti-money laundering (AML) requirements are governed by:

  • Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017, amended in 2019 and 2022.

  • Enforced by regulatory bodies like HMRC, FCA (Financial Conduct Authority), and NCA (National Crime Agency).

2. KYC Requirements for Property Companies

As a property sourcing and investment company, AVIVA REALTY LTD must:

  • Identify and verify the identity of all individual clients (name, address, date of birth).

  • Verify source of funds/wealth, especially for high-value or overseas transactions.

  • Identify ultimate beneficial owners (UBOs) for corporate clients.

  • Conduct Enhanced Due Diligence (EDD) for:

    • High-net-worth individuals (HNWI)

    • Politically exposed persons (PEPs)

    • Clients from high-risk countries

3. Acceptable KYC Documents

  • Individuals:

    • Passport or photo driving licence (proof of identity)

    • Utility bill or bank statement (proof of address – less than 3 months old)

  • Companies/Trusts:

    • Certificate of incorporation

    • Proof of registered address

    • Details of directors/shareholders

    • UBO declaration

4. Record Keeping & Ongoing Monitoring

  • Records must be kept for at least 5 years after the end of the business relationship.

  • Regularly update client information and re-check documents if any risk flags appear.

  • Any suspicious activity must be reported via a Suspicious Activity Report (SAR) to the NCA.

5. Penalties for Non-Compliance

  • HMRC or FCA can impose hefty fines, revoke licenses, or pursue criminal prosecution.

  • Firms must train staff regularly and maintain a robust AML/KYC compliance policy.