You no longer need to print and scan signed client documents

3 minutes  
Date: 26 April 2018

We are now able to accept digital signatures on client forms and documents provided to us via the online Document Upload Facility. 

 

Simply navigate to My Business > Document Uploader and upload the digitally signed document.

 

Some considerations when uploading:

  • We accept digital signatures on most client forms
  • The client's digital signature should be clear and identifiable
  • Forms can be signed via a stylus, mouse or finger movement
  • If a digital signature does not match our records, we may request a copy of the client's identification
  • The process of providing In Specie Transfer forms and for submitting a Power of Attorney (POA) document has not changed and we still require originals posted to us (in the case of the POA, an original certified copy of the document

 

To learn more, contact us.