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:
Log into Corterum as an administrator.
Click ADMINISTRATION and then ENTITIES.
Click the circled PLUS symbol.
Select 'Regulator' from the pop-up menu.
Fill in all required details, clicking on the Add Address button to add contact information (you can add multiple addresses for this regulator if you wish)..
Click SAVE and CLOSE.
You have now created the regulator that governs your area of business. Repeat this process to add additional regulators.