Securities · Capital Markets · Trading · Investment Advisers

MiFID II. SEC. ASIC.
70,161 obligations scored.

Securities offering, trading, market integrity, investment adviser, and fund management regulations for broker-dealers, exchanges, and asset managers. AuditDSS decomposes 98 regulations into 70,161 individually testable obligations across 7 jurisdictions with 4-axis risk scoring.

Securities enforcement penalties are staggering

The SEC, CFTC, and DOJ are pursuing fraud, manipulation, and disclosure failures with penalties that dwarf annual revenues. One enforcement action can erase a firm.

$27.1B

SEC total enforcement penalties

Stanford Financial $7.2B, Goldman Sachs 1MDB $2.9B, Deutsche Bank LIBOR $2.5B — multi-billion dollar penalties are now routine

$4.5B

Terraform Labs / Do Kwon settlement

A single SEC enforcement action against unregistered securities offering — the largest individual case penalty in recent history

$2.3B

CFTC enforcement actions

BofA/Merrill Lynch $1.25B, JPMorgan $920M — derivatives manipulation and spoofing trigger parallel criminal referrals

98

Regulations covered

6,589

Rules decomposed

70,161

Obligations scored

7

Jurisdictions

Geographic coverage

7 jurisdictions, 98 regulations

Complete securities regulatory coverage

From SEC registration and reporting requirements to FINRA broker-dealer conduct rules, from Reg NMS market structure to Dodd-Frank derivatives reform — AuditDSS decomposes every regulation into independently testable obligations.

Key coverage areas

Securities registration & disclosure
Broker-dealer conduct rules
Investment adviser fiduciary duty
Market manipulation & insider trading
Derivatives & swap reporting
Reg NMS & market structure
Custody & client asset protection
Reg BI & form CRS

Purpose-built for securities compliance

Broker-dealers & trading firms

Score your FINRA obligations, Reg NMS compliance, and market surveillance controls in a single assessment. Identify the gaps before your next FINRA cycle exam or SEC sweep.

  • Map supervisory procedures against FINRA conduct rules
  • Validate best execution and order handling obligations
  • Prioritise remediation by enforcement risk

Investment advisers & fund managers

SEC Advisers Act compliance, custody rule requirements, and Reg BI suitability obligations scored at the requirement level. Know exactly which fiduciary duty you're falling short on.

  • Score Form ADV disclosure accuracy and completeness
  • Validate custody rule compliance and surprise exam readiness
  • Cross-of-interest and allocation fairness controls

Issuers & public companies

SEC reporting requirements, SOX internal controls, and Reg FD fair disclosure obligations. The SEC's Division of Enforcement reviews every 10-K — don't let a disclosure gap become a Wells Notice.

  • Periodic reporting and disclosure obligations mapped
  • SOX 302/404 internal control requirements
  • Risk-scored obligation-level reporting

Financial Services Compliance Solution

APRA prudential standards, AUSTRAC AML/CTF, ASIC market conduct, DORA, and capital requirements for securities and capital markets.

View solution

Regulatory coverage

All 98 regulations applicable to securities & capital markets, grouped by theme. Every regulation links to its detailed obligation breakdown.

Trading & Market Integrity

Offerings & Disclosure

AML & Sanctions

Cybersecurity

Privacy & Data Protection

Corporate Governance & Anti-Corruption

ESG & Climate Disclosure

Employment & Modern Slavery

Consumer Protection

Saudi Securities

Audit & Assurance Frameworks

Workplace Safety

AI Governance

Compliance Program Builder

Generate your securities & capital markets compliance program

Answer a few questions about your business. Get a complete compliance program — policies, procedures, and operational forms — tailored to your risk profile and mapped to every obligation. Ready in minutes.

  • AI-guided questionnaire adapts to your entity type
  • Every clause traces to specific regulatory obligations
  • Export to PDF — ready for board review or audit

Securities & Capital Markets Compliance Policy

Risk-calibrated · 10–15 sections

Policy

Operational Procedures

Step-by-step · Staff-ready

Procedures

Forms & Checklists

Operational forms · Ready to use

Forms

Score your securities & capital markets compliance

Score your existing policies against 70,161 obligations — or generate a complete compliance program tailored to your business in minutes.