Please go to "Compliance/Account Opening Documents." All of your uploaded onboarding documents and questionnaires will be timestamped and stored.
Your client simply types his or her name as the equivalent to the signature. Our ISO 27001 certified system will then automatically timestamp everything. The digital trail is available in the compliance center for you to show to any interested regulator.
Your client's name, digital signature, management fees, timestamps, document IDs, and other important information will be appended to all of the documents you uploaded in the "Compliance/Account Opening Documents," including the IMA.
