By default, all Key Individuals, Representatives and Representatives under Supervision are subject to CPD.

You can now exclude a person who is not subject to CPD from CPD Reports in Kotive Compliance. How?

  • Go to the person’s profile under “People” in Kotive Compliance.
  • Click the blue pencil next to their “Profile information”.
  • Change the field “Is subject to CPD” to “No”.

The person will now be excluded from CPD Reports and it will reflect this status on their personal Fit & Proper profile.