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How to create an entity and a relevant register

This article shows how to setup your organisational entities and map the roles, functions, and responsibilities.

Updated over a month ago

Permissions needed:

  • SMCR registers

1. Select Management Console > SMCR registers > Entities tab > Add new entity:
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2. A pop-up will appear for you to enter:

  • Entity name

  • Domain (from the domains you have access to)

  • Firm type (defines which Senior Manager functions and prescribed responsibilities and certified functions are available to be mapped to senior managers and certified persons

  • SMCR register type (choose one or both of Staff Register/Senior Manager Register)

If you're unsure about which firm type to enter, we recommend you contact the Financial Conduct Authority or a regulatory consultant (a directory of consultants is on the APCC website). Firm type descriptions fall under regulatory advice, which Skillcast can't provide.

3. Select Entity and the entity now appears when you select the SMCR Registers tab.

Related articles

Now that you know how to create an entity, you may want to view these articles for more info on using the tabs within each register:

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