We are gradually attempting to increase efficiency by minimising the actions required to get things done. We have adopted electronic signatures for documents where this is possible. This makes life considerably easier for you – no need to sign and post a form. We are using DocuSign, which is one of the leading software providers for this sort of secure signature process.
You automatically get a pdf to save on your computer, but invariably we will also save a copy to your file within our portal.
The process takes a few moments, most of the forms we use are ones that you will have seen regularly, but are often required for tax-year payments, ongoing declarations of your tax status and UK residence as well as our fees.
If you have any difficulties using the DocuSign system, please do not hesitate to contact the team on 0208 542 8084 or send an email to firstname.lastname@example.org and we will be very pleased to help.
You can read more articles about Pensions, Wealth Management, Retirement, Investments, Financial Planning and Estate Planning on my blog which gets updated every week. If you would like to talk to me about your personal wealth planning and how we can make you stay wealthier for longer then please get in touch by calling 08000 736 273 or email email@example.com
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Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT