Corterum

Setting up Appointed Representatives

Quickly update your personal details from within Corterum

This is how you use Corterum to record and manage the Regulatory bodies with which your firm deals.

This is how you use Corterum to record and manage the third-party businesses with which you have a relationship

How to quickly and easily add all needed information for your staff members.

This is how to create a new member of staff subject to the Conduct Rules only under SM&CR

This is how to create a new member of staff subject to the Certification Regime under SM&CR

This is how to manually create or edit a new member of Staff in Corterum.

This is how you change existing data for a member of staff.

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