A threesixty guide to submitting directory persons data

Choosing the update method

Firms can add the details of Directory Persons via two methods (see Figure 4 - Adding directory persons decision tree): 1. Firms can complete the online form via Connect – per each individual, by submitting the data by filling out the relevant electronic form. See pages 11 to 19 (Adding Directory Persons via the notification form), or 2. Firms with more than 10 directory persons can submit certified persons onto the directory using the bulk upload template spreadsheet. Firms can upload an Microsoft Excel file referred to as multiple entry facility. See pages 20 to 27 (Adding Directory Persons via file upload)

You will be asked to select the option that you wish to download (Figure 3 - Update methods).

Figure 3 - Update methods

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