Where paperwork requires a signature, we may use a system called DocuSign, a digital platform that allows you to sign documents without the need to post a physical copy. Ahead of anything being sent to you in this manner, a member of the team will discuss your preferences and explain how to use it. All you need is an email address and a device such as a smartphone or tablet to access the service, allowing you to sign documents electronically. Some investment platforms require a physical signature and as such DocuSign will not be an option in that instance.

Should a client not be able to physically sign a document we have alternative solutions available such as phone security questions and similar depending on the circumstance and the requirements from the platform.