You must provide the credit guide as soon as practicable after it becomes apparent that you are likely to provide credit assistance to a consumer in relation to a credit contract.
In Mercury you are required to retain a copy of the credit guide (within attachments tab) provided to the client and a file note of when and how it was provided to the client.
The credit guide can be generated from the compliance wizard box in Mercury (number 1 in the box). As a credit rep please ensure you are using the Connective Credit Representative credit guide.
If you have any questions relating to this topic contact firstname.lastname@example.org