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Adobe Sign Demo

To help save time and paper, we offer the option of signing documentation electronically via Adobe Sign. Where your pension or investment provider will accept this method, we'll give you the option to sign their paperwork electronically, too.

If you are not familiar with Adobe Sign, you may find the screen recording below helpful. It is a short video which gives a demonstration of how to sign our Client Agreement and Data Protection Notice electronically. Signing other documents will follow a similar process.

Once signed, the documents will be returned to us automatically, and you will receive a copy of the signed documents by email immediately afterwards, for your records.

If you have any difficulty using the system, or if you would prefer us to send the documents by email or post for signing, please let us know.