Corterum

Learn how to record your Advisors' qualifications in Corterum.

[Financial advisors] - Adviser qualifications

Record the permitted areas of advice for your Adviser staff members in Corterum

Learn how to record a financial soundness assessment for your staff members in Corterum.

Learn how to use Corterum to maintain a record of individuals involved in matters relating to regulators.

Learn how to use Corterum to record your staff's membership in professional bodies.

Learn how to use Corterum to record details of your staff members qualifications

Use Corterum to create a register of Directorships and Positions of trust.

Learn how to maintain a record of all criminal proceedings involving current and previous staff within Corterum.

Maintain a register of any complaints made against people within your firm

Learn how to record any Civil Proceedings held against members of your team within Corterum

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