Add a Compliance Officer
- Go to Practice compliance > Compliance Officers.
- Select Add officer.
- In the User box, type the name or select a user from the list.
- On the Compliance offers type list, choose whether the officer is a Money laundering reporting officer (MLRO), Data protection officer, or an Assistant MLRO.
- Select the Date of appointment (use the date picker or type a date in the box, in the format DD/MM/YYYY.)
- Select the Date of cessation. (You can leave this empty unless you know the date that the compliance officer assignment will end.)
- Select Save.