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