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Ethics & Fraudhard17% of exam

A borrower calls an MLO asking specific questions about SAR filing procedures and whether certain types of documentation irregularities would trigger reports. The borrower claims to be writing an academic paper. What should the MLO do?

Correct Answer

C) Treat this inquiry itself as potentially suspicious and document it

Under BSA regulations, inquiries about SAR filing procedures and detection methods can themselves be considered suspicious activity. MLOs should not discuss specific SAR procedures with customers and should document such inquiries as they may indicate attempts to circumvent detection systems.

Answer Options
A
Provide general information since it's for academic purposes
B
Refer the borrower to publicly available BSA resources
C
Treat this inquiry itself as potentially suspicious and document it
D
Answer the questions but file a SAR about the inquiry

Why This Is the Correct Answer

Under BSA regulations, inquiries about SAR filing procedures and detection methods can themselves be considered suspicious activity. MLOs should not discuss specific SAR procedures with customers and should document such inquiries as they may indicate attempts to circumvent detection systems.

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