As well as recording information on your own firm, the Senior Manager and Certification Regime (SM&CR) requires you to keep information on the businesses you have supplier or other relationships with - for example the details of a firm from which you request a regulatory reference for one of your members of staff. To record this information within Corterum:
Log into Corterum as an administrator.
Click ADMINISTRATION and then ENTITIES.
Click the circled PLUS symbol.
Select 'Business' from the pop-up menu.
Fill in all required details, ensuring you tick the 'Is Third Party?' box.
Click SAVE and CLOSE.
You have now created the business you have a relationship with. Repeat this process to add additional businesses.