Ways we accept client signatures

• The signature should match our records (if not, we may request further identification)
• The signed document must be uploaded through our adviser Request Centre or sent in the post.

So we can accept anything signed by you or your client using an e-signature:

• the signature should match our records (if not, we may request further identification and/or call the account holder to validate)
• the documents must:
  • be accompanied by a Certificate of Completion issued by the e-signature provider, which has detailed information relating to a signer’s digital identity and document activity. It can be downloaded as a PDF.
  • be emailed from the authoriser’s email (your client’s registered email) or from an email address from your office. You can also upload it via Request Centre. 

We can accept some forms that have been electronically signed by the following electronic signature providers:

• Adobe^® Sign
• Annature
• DocuSign^®
• Conga^®
• FuseSign
• PleaseSign^®

So we can accept anything signed by you or your client using a hand-drawn e-signature:

• the signature should be drawn via stylus or finger and must be clear and identifiable
• the signature should match our records (if not, we may request further identification)
• the documents must be emailed from the authoriser’s email (your client’s registered email) or from an email address from your office. You can also upload it via Request Centre.