Manage firms and appointed representatives
Track completion status of required due diligence documents for this firm/AR.
| Document | Status | File |
|---|
FRN: â âĸ Company: â âĸ AR Since: â
| Metric |
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| Name | Position |
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| Name | IRN | CF | Since | To |
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| Frequency | Date Conducted | Date Issued | # Red | # Amber | # Green | RAG | Comments |
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| Date | RAG | Summary |
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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 |
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