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AML retainer for regulated fintechs — Foundations, Uplift, and Engagement tiers. UK & EEA. Book an intake call

AML Retainer·Fractional MLRO, Uplift, Engagement

An AML retainer sized to the firm — not the brochure.

FoundationsUpliftEngagement

Three tiers, calibrated to firm maturity. Foundations supports an in-house programme that does not yet need full-time senior MLRO bandwidth. Uplift hardens a programme against the next regulator dialogue. Engagement is senior practitioner bandwidth for matters where the cost of getting it wrong is regulator-defining.

3

Tiers, calibrated to firm maturity

1 BD

Response window on a Dear CEO letter

10 BD

Kickoff from signed engagement letter

UK + EEA

Primary jurisdictional coverage

Three tiers.
One firm, one fit.

The right tier is determined by where the firm is — not where the brochure says it should be. Most relationships start in Foundations or Uplift and move tier as the firm changes shape.

01

Foundations

Who it’s for

Pre-launch VASPs, recently-authorised PIs and EMIs, sub-£10m revenue firms

Practical positioning

Support layer for an in-house programme that does not yet need full-time senior MLRO bandwidth.

02

Uplift

Who it’s for

Firms in transformation — post-supervisory dialogue, post-acquisition integration, scaling into new jurisdictions

Practical positioning

Structured remediation programme that hardens the firm against the next regulator dialogue.

03

Engagement

Who it’s for

Firms in or anticipating active supervisory engagement (FCA s.166 / equivalent NCA inspections), pre-M&A AML diligence, complex SAR / sanctions investigations

Practical positioning

Senior practitioner bandwidth for matters where the cost of getting it wrong is regulator-defining.

What is in scope
at each tier.

Each tier carries a documented scope. Anything outside the scope is run as an addendum engagement or a separate workstream — never absorbed silently.

01

Foundations

  • Fractional MLRO support (named, but not sole-control)
  • Monthly programme review against your risk taxonomy
  • Quarterly board AML pack — narrative, metrics, watch-items
  • Ad-hoc questions during business hours
  • Annual EWRA refresh participation
02

Uplift

  • Gap analysis vs current EBA Risk Factors Guidelines + applicable national transposition + relevant FATF Recommendations
  • Policy and procedure uplift mapped to identified gaps
  • Embed support — workshops, training, control owners onboarded
  • Quarterly assurance reviews thereafter
  • Allowance for supervisory correspondence response within scope
03

Engagement

  • Regulator-dialogue preparation — narrative, evidence file, witness prep
  • RFI / s.166 / equivalent response support
  • Board attendance for AML committee or risk committee matters
  • Technical advisory on complex AMLR, MiCA, and sanctions matters
  • On-call availability calibrated to matter urgency

What is out of scope

Three things we will not absorb silently into a retainer.

A retainer that quietly swallows everything stops being useful. We name three categories of work that sit outside retainer scope on principle — and we route you to the right team or counsel when they come up.

Transaction-monitoring system build-out

Vendor selection, rule engineering, and TM platform implementation is a specialist discipline handled under a separate engagement model — not retainer scope.

Licensing applications

New-licence applications (VASP, CASP, EMI, PI authorisations) run through our Banking and Compliance teams under a project engagement letter, not the retainer.

Litigation defence

Where a matter becomes contentious, defence sits with external counsel. We coordinate with counsel; we do not displace them.

Indicative pricing
anchors.

Pricing is shown as anchor — the floor we typically start from. Final scope is priced after the structured intake call, reflecting matter complexity, firm maturity, and on-call availability requirements.

Tier 01

Foundations

From £3,500 / month

scope-priced

Tier 02

Uplift

From £18,000 initial + from £3,000 / month

scope-priced

Tier 03

Engagement

Scope-priced

day-rate framing

Final scope priced after a structured intake call. Pricing reflects matter complexity, firm maturity, and on-call availability requirements. No upper bound is shown publicly — Engagement-tier matters are matter-dependent and quoted in writing.

How an engagement starts.

Four steps, defined timelines, no obligation until the engagement letter is signed.

01

Intake call

30 min · no charge

A short structured conversation: licence type, jurisdiction, current MLRO arrangement, the matter or driver bringing you to us. We confirm whether a retainer is the right shape of engagement.

02

Scoping note

Within 5 business days · no charge

A written scoping note: recommended tier, scope boundary, indicative engagement letter terms, indicative pricing band. You can take it to your CFO and your board without commitment.

03

Engagement letter + DPA

2–5 business days

Engagement letter, professional indemnity disclosure, and Data Processing Agreement. Standard turn — most clients sign within a week of receiving the scoping note.

04

Kickoff

Within 10 business days of signature

Named contacts, document index request, calendar cadence set, first deliverable scheduled. Foundations and Uplift kickoffs follow a documented protocol; Engagement-tier kickoffs are paced to the matter.

Questions firms
ask first.

Direct answers to the seven questions general counsel and CCOs raise before signing an AML retainer.

Ready to scope a

retainer the right size?

The intake call is a 30-minute structured conversation. We discuss licence type, jurisdiction, current MLRO arrangement, and the matter or driver. You leave the call with a tier recommendation and a clear next step — whether or not finconduit is the right counterparty.

  • Free 30-minute intake call
  • Written scoping note within 5 business days
  • Engagement letter + DPA on request — no obligation
  • Kickoff within 10 business days of signature

Book an intake call

Submit the assessment form and a member of our regulatory advisory team will be in touch within one business day to schedule the intake call.

Go to Assessment Form
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