Ways we accept client signatures

Types of signatures

Our Perpetual Private Wrap products accept the following signature methods:

Wet signature
Electronic signatures (e-signatures)
Hand-drawn e-signatures (sometimes referred to as ‘sign on glass’).

Criteria for signature acceptance

Wet signatures

The signature should match our records (if not, we may request further identification)
The signed document must be uploaded through our adviser Request Centre or sent in the post.

E-signatures

So we can accept anything signed by you or your client using an e-signature:

the signature should match our records (if not, we may request further identification and/or call the account holder to validate)
the documents must:
- be accompanied by a Certificate of Completion issued by the e-signature provider, which has detailed information relating to a signer’s digital identity and document activity. It can be downloaded as a PDF.
- be emailed from the authoriser’s email (your client’s registered email) or from an email address from your office. You can also upload it via Request Centre.

E-signature providers we accept

We can accept some forms that have been electronically signed by the following electronic signature providers:

DocuSign^®

Hand-drawn e-signatures

So we can accept anything signed by you or your client using a hand-drawn e-signature:

the signature should be drawn via stylus or finger and must be clear and identifiable
the signature should match our records (if not, we may request further identification)
the documents must be emailed from the authoriser’s email (your client’s registered email) or from an email address from your office. You can also upload it via Request Centre.

What documents are not accepted via e-signature/hand-drawn e-signature?

You won’t be able to use an e-signature or hand-drawn e-signature for forms that need to be sent to a third party, or need to be certified or witnessed.

Some documents that you can’t use an e-signature for are:

E-signature/hand-drawn e-signature not accepted	Hand-drawn e-signature only not accepted
Transfers, including: Australian Standard Transfer Form (ASTF) Broker transfer request Domestic fixed income securities in-specie transfer External account closure and transfer letter template Issuer transfer request Early release of preserved superannuation benefits Medical practitioner statement and Member declaration Non-lapsing death benefit nomination Security interest pledge/release (We need the margin lender’s signature, but we’ll accept an electronic signature where we need your client’s signature) TFN Declaration.	Online and/or paper-based applications.

E-signature/hand-drawn e-signature not accepted

Hand-drawn e-signature only not accepted

Transfers, including:
- Australian Standard Transfer Form (ASTF)
- Broker transfer request
- Domestic fixed income securities in-specie transfer
- External account closure and transfer letter template
- Issuer transfer request
Early release of preserved superannuation benefits
Medical practitioner statement and Member declaration
Non-lapsing death benefit nomination
Security interest pledge/release (We need the margin lender’s signature, but we’ll accept an electronic signature where we need your client’s signature)
TFN Declaration.

Online and/or paper-based applications.

^®Registered to DocuSign Inc ABN 27 308 800 598.

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