Adviser platform Transact has joined the wave of platforms accepting e-signatures, accepting them on most applications via digital signature provider DocuSign.
Advisers will need to take a series of steps when using a digital signature provider and will be encouraged to contact their regional Transact adviser support manager. The facility will also be available to users of back-office software moneyinfo's DocuSign equivalent. Transact's implementation follows the launch ‘Upload Documents', which allows advisers to upload documents directly to Transact Online. Transact head of sales Glen Sweet said: "These two developments combined, digital signatures and document upload, provide advisers with improved process efficiency during their interact...
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