Leadership Oversight and Accountability

Key Functions

• Interacting with the form

Interacting with the form

1. Select the 'Leadership Oversight and Accountability' form from the documents page.
2. Click 'Edit' to make the form editable.
3. Select whether the this is the first time setting up an SQM or not, this will unlock the fill in forms below to specify the roles of firm members.
4. Click and type in each box to fill in the information.
5. Scroll down and fill in the rest of the information.