Is the Compliance BID section available in Mercury 5?
No, the Compliance Best Interests Duty section is only accessible via Mercury Nexus
How do I access the BID Online Learning?
Email compliance@connective.com.au who will create an account and assign the training.
How do I edit my Compliance document templates?
For detailed instructions click here.
Where does the 'Other Products Considered' table come from in the My Summary of Requirements and Credit Proposal template?
This table is populated by the default Product Comparison in the Opportunity.
Do I have to use the Compliance Centre?
Do I need to complete the Broker Checklist & Declaration Questionnaire?
No, the Broker Checklist & Declaration Questionnaire has been removed. This declaration has now been simplified and built into your Compliance Centre.
How do I upload notes, emails and documents into the Compliance Centre?
Instructions can be found here.
What parts are mandatory to complete?
Instructions can be found here.
My Summary of Requirements and Credit Proposal merge template is missing the 'Your requirements and objectives' comments?
This is merged in from the below section in the Compliance Centre.
My Summary of Requirements and Credit Proposal merge template is missing the 'Reason why this product was selected' comments?
This is merged in from the below section in the Compliance Centre.
To learn more about Best Interests Duty please visit the BID Hub here
Why is the snippets button missing from my Compliance Centre?
The snippets button will not appear for Opportunity records where the Compliance Centre was generated before the feature was deployed. It will be available in new Opportunity records.
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