03. Adding a Regulator to Corterum

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:

  1. Click Workbench and then Entity database.
  2. Click on the entities dropdown and then select Regulator from the list of options.
  3. Click the circled Plus symbol, located next to the dataset title Regulator Data.
  4. A name box will pop up. Click inside it and then type in the name of the firm that you want to create.
  5. Click save

You have now created the Regulator you have a relationship with. Repeat this process to add additional regulators.

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