E-signatures using your own provider
As well as our own on-platform solution, we also support documents signed using approved e-signature solutions. E-signatures can be used on our most frequently used documents, including new business and client instructions.We will accept Standard, Advanced and Qualified signatures from these approved providers:
- AdobeSign*
- Advicefront
- AlphaTrust
- DocuSign
- Dropbox Sign
- Foxit
- legalesign
- NitroSign
- Rsign
- signNow
- Virtual Cabinet
- VirtualSignature
*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.
Wrap quick guide
Elevate quick guide
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.
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Please note some exceptions
Please view our quick guides for details on the documents where we will accept e-signatures.
Wrap quick guide
Elevate quick guide
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 Wrap servicing
Get help with Elevate servicing
Please note some exceptions
- For any International Portfolio Bond applications we require Anti Money Laundering Verification (on step one of the new client process), Source of Wealth and Declaration of Residency (this document must be posted to us)
- For ISA and Personal Portfolio Transfers where the transferring company has not signed up to electronic transfers, e.g. some equity transfers and offshore funds
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.
Scanned copies of original documents
We can accept scanned copies of original (including legal) documents and photos of original documents. You should upload copies of the scanned document 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.
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*Please note some exceptions:
- For any International Portfolio Bond applications we require Anti Money Laundering Verification (on step one of the new client process), Source of Wealth and Declaration of Residency (this document must be posted to us).
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.
Please remember that email is not a secure form of communication so you should not send personal or sensitive information including scanned documents.