Skip to main content
Best Interests Duty Resources
Updated over 2 weeks ago

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.

How to prepare for the best interests duty

Follow these 6 steps to meet the BID.

Did this answer your question?