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As well as our own on-platform solution, we also support documents signed using approved e-signature solutions on our Wrap and Elevate platforms. E-signatures can be used on our most frequently used documents, including new business and client instructions.
We will accept Standard, Advanced and Qualified from these approved providers:
*Adobe Fill & Sign is not acceptable and will be rejected (does not comply with minimum standards).
Please view our quick guides for details on the documents where we will accept e-signatures.
You should upload instructions with an e-signature to the client document library on the platform. Once the document is uploaded to the client document library please send us an email to the relevant mailbox.
Once the document is uploaded to the client document library please send us an email to the relevant mailbox.Get help with Elevate servicing
Please note some exceptions:
Please retain original copies with wet signatures as we may need to review originals at a future date.
Please remember that email is not a secure form of communication so you should not send personal or sensitive information including scanned documents.