Audit engagement

Board Pack Assurance Review

An independent read of risk and compliance board packs so directors see coherent fintech audit trails rather than recycled slide language.

Meeting table with notebooks prepared for a board session

Who this is for

Company secretaries and risk chairs at licensed fintechs who want a second pair of eyes before quarterly board circulation.

What is included

  • Review of the latest risk, AML, and incident sections of the board pack
  • Consistency checks against underlying MI and prior recommendations
  • Markup comments and a short assurance note for the chair

What sits outside scope

  • Drafting the full board pack from scratch
  • Attendance as a voting board member
  • Ongoing secretarial services

How the engagement runs

  1. 1

    Pack receipt

    You send the near-final pack under NDA with a circulation deadline.

  2. 2

    Parallel read

    We annotate inconsistencies and missing evidence trails.

  3. 3

    Chair note

    A brief assurance memo accompanies your circulation if requested.

Duration

Five to ten business days per cycle.

Delivery

Remote review with optional call for the risk chair.

Preparation

Include underlying MI extracts, not only the slide deck.

Fee basis

Per-pack fixed fee; retainer available for quarterly cycles.

Ready to scope this audit?

Share your licence type, product lines, and preferred window. We will reply with a draft scope and fee range.

Start with a scoping call