Professionally drafted banking & finance policies — editable Word templates for banks, deposit-taking institutions and finance companies. Documents overseen by a real former bank CEO

Policy shopSanctions

Sanctions GLOBAL Policy

Sanctions Policy

A professionally drafted Sanctions Policy for banks, deposit-taking institutions and finance companies, covering economic and trade sanctions screening obligations. Global edition — written to international standards (Basel Committee, FATF, ISO, COSO, NIST and FSB) and deliberately jurisdiction-neutral, with bracketed prompts marking the points where your local law or regulator's requirements must be inserted. Supplied as a fully editable Microsoft Word document, de-identified and ready to adapt to your organisation. Typical owner: Chief Compliance Officer; approval: Board of Directors.

Typical ownerChief Compliance Officer
Typical approvalBoard of Directors
Length~8,892 words (approx. 22 pages)
Last reviewedJuly 2026 — verify currency for your circumstances before use
FormatMicrosoft Word (.docx), fully editable
DeliveryInstant download after purchase; re-download any time from your account
LicenceSingle-organisation licence
GuaranteeMaterially defective or misdescribed? We'll resupply, replace or refund within 30 days — see Terms

Preview the first 6 pages (PDF) See the real cover, document control page and opening sections before you buy.

What's inside

  • Contents
  • 1. Purpose
  • 2. Scope
  • 3. Definitions
  • 4. Regulatory Framework
  • 5. Policy Statement and Principles
  • 6. Sanctions Risk Assessment
  • 7. Screening Obligations
  • 8. Name Matching and Alert Disposition
  • 9. True Matches: Freezing, Prohibitions and Reporting
  • 10. Ownership and Control Assessment
  • 11. Designation and List Update Management
  • 12. Trade, Dual-Use Goods, Shipping and Evasion Typologies
  • 13. Correspondent Banking, Third Parties and Group Application
  • 14. Relationship with the AML/CFT Program
  • 15. Roles and Responsibilities
  • 16. Reporting and Escalation
  • 17. Breaches of this Policy
  • 18. Training and Awareness
  • 19. Review of this Policy
  • Appendix A: Sanctions Response Quick Reference
  • Policy Administration
Please note: this is a template prepared in good faith, not legal or compliance advice. Your organisation must review, tailor and approve it before use. Full disclaimer.