Manage firms and appointed representatives
Track completion status of required due diligence documents for this firm/AR.
| Document | Status | File |
|---|
FRN: — • Company: — • AR Since: —
| Metric |
|---|
| Name | Position |
|---|
| Name | IRN | CF | Since | To |
|---|
| Frequency | Date Conducted | Date Issued | # Red | # Amber | # Green | RAG | Comments |
|---|
| Date | RAG | Summary |
|---|
Manage users who have access to this workflow. Note: users added here have access to the child workflow only. To manage this Firm/AR record, users must be added to the Parent Workflow instead.
| # | Name | Role | Status | Actions |
|---|