As well as recording information on your own firm, the Senior Manager and Certification Regime (SM&CR) recommends that you store information on the Regulatory Bodies that govern the way you do business. . To record this information within Corterum:
- Click Workbench and then Entity database.
- Click on the entities dropdown and then select Regulator from the list of options.
- Click the circled Plus symbol, located next to the dataset title Regulator Data.
- A name box will pop up. Click inside it and then type in the name of the firm that you want to create.
- Click save.
You have now created the Regulator you have a relationship with. Repeat this process to add additional regulators.