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Change your Personal Details

Use this guide to update your personal, business and company details with Connective so your records stay accurate and compliant.

Updated over 2 weeks ago

Keeping your details up to date ensures your client files, commission records and compliance obligations remain accurate. Use this article to understand how to update your personal, business and company information with Connective.

Updating your personal contact details in Mercury

You can update basic personal details directly in Mercury Nexus.

You can update:

  • Email address

  • Phone number

  • Other contact details displayed in your Mercury profile

To update your details:

  1. Log in to Mercury Nexus.

  2. Go to the Admin section.

  3. Open your User or Profile settings.

  4. Update your contact details as required.

  5. Save your changes.

Tip: Check your email address carefully. This is used for important Connective communications and system notifications.

Updating your legal name

If you have changed, or plan to change, your legal name, Connective must verify and update your records.

To update your legal name:

  1. Complete the legal name change form.

    • Form: [link: legal name change form]

    • Approximate time to complete: 1 minute.

  2. After you submit the form, the team will contact you (usually within 24 hours) to verify your new legal name.

  3. Provide any supporting documentation requested (for example, marriage certificate or change of name certificate).

  4. Once verified, Connective will update your records and systems.

If you prefer, you can contact the team directly on (03) 9972 4784 instead of using the form.

Important: Keeping your legal name current ensures your legal and compliance documentation remains accurate and aligned with regulatory requirements.

Updating your business address (Credit Representatives)

If you are a Credit Representative of Connective and you change your business address, Connective must update this information and notify the Australian Securities and Investments Commission (ASIC).

To update your business address:

  1. Email your new business address details to [email protected].

  2. Include your full name, Credit Representative number (if applicable), current business address and new business address.

  3. The Compliance team will update your records and arrange notification to ASIC.

Important: ASIC must have your current business address. Delays in notifying address changes can create compliance risks.

Updating your company details

If you are a Connective Credit Representative, note that ApplyOnline (AOL) will display the broker company name as "Connective Lender Services," and the company name field will be locked. This is expected system behavior and does not indicate an error with your application.

If anything changes relating to your company, you must notify Connective so your membership and compliance records remain correct.Broker verification involves ensuring that your business or company details are accurate and up-to-date in the Connective system. This includes updating your business name, correcting incorrect details, and understanding system-specific behaviors for different user roles.

Notify Connective if you have:

  • Changed entity

  • Changed company (ABN or ACN)

  • Changed company directorships

  • Changed Australian Credit Licence (ACL) status or credit licence details

To update your company details:

  1. Email the changes and supporting information to [email protected].

  2. Include your current company details and the new details (for example, new ABN/ACN, updated directors, updated ACL information).

  3. Provide any supporting documentation requested (for example, ASIC company extract, licence documentation).

  4. The Applications team will review and confirm when your company details have been updated in Connective’s systems.When submitting updates or corrections, ensure you provide the following:

  • Official company extracts

  • License documents

  • Any other relevant supporting documentation Providing accurate and complete documentation helps expedite the update process and ensures compliance with system requirements.

Note: Some company changes may require additional checks or documentation. Respond promptly to any follow-up requests to avoid delays.

If incorrect company details, such as ABN/ACN or legal name, are displayed in ApplyOnline, you can correct them by following these steps:

  1. Email the updated company information to the appropriate team.

  2. Include both the current and new details, such as:

    • ABN/ACN

    • Legal company name

    • Director changes

  3. Attach supporting documentation, such as official company extracts or license documents.

This process ensures that your membership and compliance records are updated and that lenders are notified to refresh their databases.

Need help?

If you need help updating your personal, business or company details, contact your Partnership Manager or email [email protected].

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