Your firm, or firms, are the organizations, regualated by the FCA, for which you’re managing compliance under SM&CR. One of the first things you should do within Corterum is to set up your firm:
- Click Workbench and then Entity database.
- Click on the entities dropdown and then select Businesses from the list of options.
- Click the circled Plus symbol, located next to the dataset title Business 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 your firm. Repeat this process to add additional firms for other FCA-regulated businesses whose compliance you are managing using Corterum.