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Sending electronically signed documents

We’re now able to accept documents signed using our approved e-signature solution on our most frequently used documents, including new business and client instructions. At present, the provider we’re accepting e-signatures from, is DocuSign.

However, we will still require wet signatures for some documents.

Where this is required please retain original copies with wet signatures, as we may need to review originals at a future date.

Sending scanned copies of original and signed documents

We can accept scanned copies of your client’s signature on documentation and scanned copies of original supporting documents, with some exceptions where the transferring company require original forms with a wet signature. Photographs will be accepted.

Please retain original copies with wet signatures, as we may need to review originals at a future date.

 

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