Nucleus opens the door to e-signatures

Wrap platform Nucleus has opened its doors to electronic signatures for new business and client instructions to support remote working by advisers. The company will accept e-signatures from today (24 August). The move follows the expansion of Nucleus’ scanned documents capabilities which reduce dependency on mailed documents and are designed to help advisers coping with the Coronavirus pandemic. Nucleus will allow a choice of five e-signature software providers to be used to suit individual adviser preference, including Docusign and Adobe. To maximise client security and minimise the risk of fraud, advisers will be asked to select a software provider that complies with European regulation known as eiDAS, a regulatory standard to help firms with online identity verification and ensure the authenticity of electronic documents. The platform has also compiled a document setting out its e-signature requirements, so that advice firms can find information about the types of e-signatures Nucleus will accept, an approved list of e-signature providers and the range of forms where an e-signature can be used. E-signed instructions need to be submitted via Nucleus’ secure messaging system. John Walls, head of proposition at Nucleus, said: “We’re always looking for ways to improve efficiency and maximise user experience, while keeping client security at the forefront of what we do. “The introduction of e-signatures will streamline the new business process and our flexibility over software providers will allow advisers to select a supplier that works best for them.”

Nucleus opens the door to e-signatures

Related items