Best interests duty
- How to remain compliant when assisting customers with personal loans
- Module 1: Best interests duty (BID) 101
- Module 2: How to prepare your business for BID
- Module 3: A step by step guide to acting in your clients’ best interests
- Module 4: Understanding the conflict priority rule
- Module 5: Understanding conflicted remuneration
- Module 6: BID Scenarios
- Mercury Nexus compliance workflow demo