How to capture BID notes effectively
We’ve created a “Little Book of BID” to help you capture notes effectively and scenarios to check your notes are up to scratch.
Mercury Nexus compliance workflow
The easy-to-use workflow will make note taking and documenting evidence quick and simple.
Best interests duty education hub
Everything you need to meet the best interests duty (BID), including regulatory requirements, guides, checklists and videos.
How to prepare for the best interests duty
Follow these 6 steps to meet the BID.