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:

  • AdobeSign*
  • Advicefront
  • DocuSign
  • HelloSign
  • Legalesign
  • NitroSign
  • signNow
  • Virtual Cabinet

*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.

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.

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