Title
Supreme Court
AMLC Guidelines on Digitization of Records
Law
Amlc Regulatory Issuance (ari) A, B And C, No. 2, S. 2018
Decision Date
Sep 28, 2018
The Anti-Money Laundering Council (AMLC) mandates the digitization of customer records to enhance the confidentiality and efficiency of financial investigations, requiring covered entities to implement strict guidelines for data management and compliance within specified timelines.

Law Summary

Definition of Terms

  • Customer records include:
    • Customer identification files with minimum required information.
    • Official identification or equivalent documents.
    • Account files, business correspondence, and due diligence documentation.
    • Account transaction histories or statements in any currency.
  • Other terms follow definitions under the AMLA and its related issuances.

Duties of Covered Persons

  • Act promptly and maintain strict confidentiality in responding to AMLC information requests.
  • Digitize all customer records within prescribed timelines except closed accounts older than five years.
  • Money service businesses are generally exempt unless electronic accounts are maintained.
  • Develop and maintain a central database at head offices or main branches with unrestricted access to compliance officers.
  • Ensure database complies with data privacy and protection laws.
  • Store records in court-admissible formats as prescribed by AMLC.
  • Update the Money Laundering and Financing of Terrorism Prevention Program (MLPP) to incorporate duties and controls, subject to board approval and dissemination.

Submission of Digitized Customer Records to AMLC

  • Submit requested customer records extracted from central databases via AMLC's File Transfer and Reporting Facility.
  • Ensure submissions are complete, accurate, timely, and secure, consistent with AMLA rules and AMLC issuances.

Compliance Checking

  • AMLC will conduct compliance checks on covered persons to enforce these guidelines.
  • Supervising authorities and government agencies must enforce compliance within their jurisdictions through own regulations or circulars.

Implementation

  • Within six months, covered persons must update MLPP to comply with guidelines.
  • Immediately upon MLPP update effectivity (not exceeding six months), digitize all new customer records.
  • Complete digitization of all existing records and establish central database within two years after new records digitization starts.
  • Digitization efforts run concurrently with regular monitoring and updating of customer information.

Compliance with Record-Keeping Requirements

  • Digitization does not affect obligations to comply with AMLA record-keeping and retrieval mandates.

Sanctions and Penalties

  • Non-compliance results in administrative sanctions classified as grave violations under AMLC’s administrative sanctions rules.
  • Breaches of confidentiality in financial investigations may lead to criminal liability under AMLA provisions.
  • Unauthorized disclosure of information on suspicious transactions or investigations is prohibited and punishable.

Amendment of Administrative Sanctions Rules

  • Existing administrative sanctions rules are amended to include violations of these digitization guidelines as grave offenses.

Separability Clause

  • If any provision is invalidated, remaining provisions remain unaffected and enforceable.

Effectivity Clause

  • Guidelines take effect fifteen days after publication in a newspaper of general circulation.

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