eSignatures are one of the core features of your client portal and allow you to electronically sign important documents sent to you by your financial professional. You can digitally sign contracts, tax submissions, ASIC forms, statements of advice and much more using the portal, either on your computer or through the Mobile App.
Benefits of eSignatures
- Quickly and securely sign documents for your financial professional.
- No need for printing, signing, scanning, and emailing.
- Sign documents from anywhere: on holiday, at home, work, or on the go.
Legal Background
- Digital signatures have been legally recognized in Australia since the 1999 Electronic Transactions Act.
- They are generally treated the same as handwritten signatures for most documents, including non-disclosure agreements, procurement documents, terms of sale, employment contracts, and lease agreements.
- Handwritten signatures are still required for documents related to migration, citizenship, bills of exchange, wills, powers of attorney, and real estate transactions.
Security
- You must log into your secure wealth portal to electronically sign documents.
- This ensures your documents are signed securely and efficiently.
eSigning Process
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Notification: When your financial professional sends you a document to esign, you will receive:
- A “do not reply” email, containing a secure link to follow to log in to your portal and complete the esigning request.
- A push notification to your mobile phone indicating a new document is available to sign via your portal.
- Signing: Use your mobile device or computer to electronically sign the document.
- Completion: Once electronically signed, the document is automatically sent back to your financial professional and a copy of the signed document/s are stored in the 'Docs' area of your portal.
This process ensures a quicker, more secure, and convenient method for signing and returning documents without delays.