7IM has enhanced its platform by launching a series of updates to help improve the user experience, including the use of electronic signatures.
In a bid to adapt to the ever-changing digital working environment as a result of Covid-19, 7IM has allowed e-signatures and DocuSign signatures to be accepted on its application process. It has also reduced the amount of information needed when making an application. The platform has also updated its functionalities by launching a new account opening process. The new process will enable three wrappers to be opened with one signature and will include the investment instruction to be applied to all transfers, regulars and other cash received. 7IM managing director of intermediary Veron...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes