Crossings Basic Settings

Basic Settings

These settings are used to setup a regulated entity or profile that will be used throughout the CRM. This is linked to a particular brand. When you are logged into a brand, the settings here will be linked to this brand only.

Please note the information provided here will only be used / viewable internally and within the Crossings module or on regulatory reports that are manually or automatically generated on an ongoing basis.

On the basic settings, you will need to:

  1. Enter the legal entity name as required when making regulatory reporting
  2. Select the entity’s regulatory authority – if applicable, if no regulation, selected unregulated.
  3. Insert the reporting entity’s registration number

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