When you change your business name, you must make sure Mercury reflects the correct details. This article explains what you can update yourself in Mercury and when you need to contact Connective to update your legal company name.
Understanding business names in Mercury
Mercury stores two different business name fields in the Admin area:
Business Name (legal entity name): Your registered company or business entity name.
Trading Name (business name): The name you trade under, which may differ from your legal entity name.
Important: Your legal company name in Mercury must always match your official registration and compliance documents, such as your Australian Credit Licence, professional indemnity insurance and Australian Financial Complaints Authority membership.
Changing your trading (business) name in Mercury
You can update your Trading Name directly in Mercury when your public-facing trading name changes but your legal entity stays the same.
To update your trading name:
Go to Admin in Mercury.
Select Partner details.
Update the Trading Name field.
Save your changes.
Tip: Use the trading name that appears in your client-facing materials, such as your website and email signature.
Changing your legal company name (Business Name)
You cannot change the Business Name yourself in Mercury. This field is controlled by Connective and must match your legal registration.
If your legal company name has changed (with your Australian Company Number (ACN) remaining the same), Connective will update this for you once you provide the required documents.
Note: This ensures your compliance records remain consistent across Mercury and all supporting documents.
Documents you need when your legal company name changes
If your legal company name has changed (ACN unchanged), please provide the following updated documents:
Professional indemnity (PI) insurance showing the new company name
Australian Financial Complaints Authority (AFCA) membership certificate showing the new company name
Australian Credit Licence (ACL) with the new company name (if applicable)
Mortgage & Finance Association of Australia (MFAA) or Finance Brokers Association of Australia (FBAA) membership details (if applicable)
Important: Each document must clearly show the new legal company name and, if relevant, the same ACN already held on file.
Sending your documents to Connective
Once your documents are updated:
Confirm they show your new legal company name.
Attach all documents to an email.
Email them to [email protected].
Include in your email:
Current legal company name
Previous legal company name
ACN
A brief note requesting a legal name update in Mercury
If you see an error
If your company name in Mercury does not match your licence or other compliance documentation, contact Connective as soon as possible.
What happens after you submit your documents
Once Connective receives your documents:
The team verifies your new legal company name.
Your Business Name in Mercury is updated.
You will receive a confirmation once the change is complete.
If more information is needed, Connective may contact you.
Need help?
If you need help updating your company name in Mercury, contact your Partnership Manager or email [email protected].