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How to switch companies

If you manage multiple FCA-registered companies, here's how to switch between them to manage their compliance.

Corterum Team avatar
Written by Corterum Team
Updated over 3 years ago

This is an easy one!

If you manage multiple FCA-registered entities, you can easily switch between them to manage individual parts of their compliance. To do this:

  • Look at the top-right hand corner of Corterum, you should see your Company name, with a dropdown arrow next to it.

  • Click the dropdown arrow and the Switch Company screen will pop up.

  • Select the correct company from the dropdown list and Corterum will switch to the data held for that company.

The top-right hand section of the screen will always show the current company you're working on, so you can see at a glance where you are. If you can't find a piece of information you're looking for, it's worth checking to see if you're administering the right company!

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