A threesixty guide to submitting directory persons data

Adding Directory Persons The notification form - Directory person details

To begin adding the details of individual Directory Persons, one at a time, click upon the start button (see Figure 2 - Add Directory persons screen) belonging to the Directory Persons section title. This will open the Directory Person Details screen (see Figure 5 - Directory person details - Notification form). Select ‘Notification Form’ from the Directory Person Details dropdown (6), then click ‘Save and Next’ (7).

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Figure 5- Directory person details - Notification form

You will be asked whether the directory person holds, or has previously held, an FCA Individual Reference Number (see Figure 6 - Provide details of the directory person). Select either ‘Yes’ or ‘No’. Where possible enter the member of staffs Individual Reference Number (IRN) , along with their date of birth and either their national insurance (NI), or passport number.

Figure 6 - Provide details of the directory person

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