Connective's file review and monitoring system in Mercury Nexus is called MARS and is specifically for our Credit Representatives. MARS makes it much easier to keep your files in order and make any changes requested by the Compliance Team.
Accessing the file review in Mercury Nexus
1. Log in to Nexus CRM
2. Click on File review top right side. The list of files will appear on the left-hand side.
3. A summary of the opportunity and review will appear when clicking on each file. You can complete the corrective actions from this screen or alternatively you can access the review corrective actions with the opportunity in Nexus.
4. Review actions available in the opportunity
To complete the review you must tick the fixed boxes for all files.
How will I know when a file review has been completed?
When the Compliance Team has completed a review, you will receive an email advising this has been undertaken and whether or not there are corrective actions that require your attention.
How do I access my review?
Your file reviews are fully integrated into Mercury Nexus. Simply log in to your Mercury via the browser and choose the Compliance centre tab
This is the same tab where your CPD register is located. Once a review has been completed, it will be visible here.
How do I access the corrective actions?
When you access the review in Mercury Nexus, under the Compliance tab will be a copy of the review and any corrective actions which are required.
How long do I have to complete the actions?
Corrective actions are required to be completed within seven (7) days from the date you are notified the review has been completed.
What if I don't understand a corrective action?
If you don't understand what is required from a corrective action, simply contact your local Broker Support Manager or Compliance Support Manager for more information. Alternatively, email firstname.lastname@example.org
What happens if I miss the deadline for corrective actions being due?
If you are away from the office and not able to complete your actions in the time frame required, please contact your Compliance Support Manager as soon as possible.
How often are reviews completed?
Your next review will be determined by the results of your last review and could occur every 3, 6 or 12 months.
What if I don't know who my Compliance Support Manager is?
If you have not yet had the pleasure of meeting your local Compliance Support Manager, their contact details will be included in the review. Alternatively, if you need our help simply email email@example.com
If you'd like to find out more about the Compliance Team, visit https://www.connective.com.au/people/
Who can I contact for more information?
Both your Broker Support Manager, Compliance Support Manager, or Compliance Officer will be more than happy to help you navigate the new system and assist with corrective actions. Simply get in contact with your Support team - that's why we all have Support in our titles!
What does MARS stand for?
MARS is an acronym for the Mercury Assurance Review System. The system is designed to align to NCCP, Connective Credit Representative requirements, BID and ensure good consumer outcomes. The file review will therefore not only cover off the NCCP disclosure documentation, but also Connective's mandatory supporting documents, responsible lending requirements, and use of Mercury Nexus.
What are Connective’s supporting document requirements?