Administering Corterum
Here you'll find all the guides you need to manage Corterum on an ongoing basis.
Managing the Dashboard
Creating a custom report template
Adding a profile picture to an entity
Adding favourite datasets
Creating companies
Administrators: Sending a message to a group and managing existing messages
Users: Viewing and managing your messages.
Adding firm's information
Setting your firm's SM&CR classification
Regulated activities
Boards and Committees
Populating FCA Directory information
Management Responsibilities map (Enhanced firms only)
Setting up Appointed Representatives
Users: Updating your own personal details
Adding a Regulatory Body Entity to Corterum
Adding a Business Entity to Corterum
Adding staff members to Corterum
Manually creating a new member of staff subject to Conduct Rules
Manually creating a new Certification Regime member of staff
Manually creating a new Senior Manager
Changing an existing record
Maintaining an issues log for your third party provider
Recording a criticality assessment for your third party outsourcer
Outsourced functions
Recording KPIs for your third party outsourcer
Outsourcing - Overview
How to record your third party outsourcing contracts
Performing outsourcer due diligence
Performing risk assessements for third party providers
[Financial advisors] - Adviser qualifications
[Financial advisors] - Permitted areas of advice
Financial soundness assessment
Recording performance reviews
Recording regulatory matters
Recording membership of professional bodies
Recording Qualifications
Register of Directorships and Positions of Trust
Recording criminal proceedings
Recording complaints
Recording Civil Proceedings