Best Interests Duty Resources
Updated over a week 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.

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.

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