The following video shows how documents that require the signature of your clients (such as a set of SMSF accounts) can quickly be sent via DocuSign.
Where Superfund Wholesale doesn't have key details required, we can modify the process so that an adviser acting as an intermediary can complete the relevant fields before the document is sent onto the end client to sign.
The DocuSign solution is great for the following types of documents:
- Service Agreements & Direct Debit Forms
- Financial Statements & SMSF Annual Returns (as per the video!)
- Trustee Minutes & Declarations
- ASIC Minutes & Forms
We also recommend that you check out the Getting Started with DocuSign article if you haven't already done so.
Another helpful resource you can provide clients is the following short video on the DocuSign experience: https://www.youtube.com/watch?v=8uB4BF_Vuq4
If you have any questions please get in touch with the Superfund Wholesale team.