A threesixty guide to submitting directory persons data

Adding Directory Persons File upload

Note When completing the template ... • The header cell of each column contains help text (if needed) • Do not add formatting to the spreadsheet (for example cell borders) as this may corrupt the file when it is saved to .csv Preparation • Obtain the latest version of the Excel spreadsheet from here https://www.fca.org.uk/ publication/forms/directory-persons-multiple-submissions-template.xlsx • Do not remove or edit the top 3 rows and do not add any formatting to the spreadsheet (e.g. add cell borders) • Some cells contain basic validations e.g. UK date format - do not change these validations or your submission is likely to fail • Do not use commas anywhere in the template as this will cause your submission to be rejected • Do no leave any blank rows in the information you complete e.g. do not populate row 10 and 12 but leave 11 blank, or any data after row 10 will not be processed • If you do not have certain information (such as passport number), leave the cell blank - do not enter ‘N/A’ in cells as this will result in that record being rejected • Save the final version of the spreadsheet in Excel as a backup if you need to refer to again later

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