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Creating Committees
How to create a committee

To build committees in the system it is quick and simple. Start in the firm summary and navigate to view committees.

This will show a list of all the committees against that entity. To create a new committee for this firm click Create committee.

You can the enter the committee name and what committee it reports into. This helps to build the governance diagram within the MRM.

You can then enter more details regarding this committee including;

  • Purpose
  • Remit
  • Terms of reference
  • Interaction with other committees
  • Interaction with group arrangements
  • Relevant reporting lines

 

These are not required fields and can be added at a later date. You can then click Create and then you are able to edit membership and add to SoRs.

 

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