In order to assist advisers who are seeking to process applications prior to tax year end, Deepbridge has expedited a number of internal projects and therefore we can now confirm the following:
1. We can accept scanned application forms (we shall require the hard copy at a later date, but for now a scanned copy will suffice to ensure applications are processed pre-tax year end);
2.We can accept e-signatures via recognised platforms, such as Docusign and Adobe Sign;
3.We are now processing online AML checks and therefore will only require hard copies/certified copies of identification if the online AML check requires them;
4.We can host video or audio conference calls with clients and advisers if required instead of face-to-face meetings.
We are delighted that our team has been able to expedite these projects and enable us to bring forward the use of such tools.
If there is anything further we can do to assist advisers at this time, please do not hesitate to contact the team.
- May 2024 (2)
- April 2024 (2)
- March 2024 (3)
- February 2024 (8)
- January 2024 (7)
- December 2023 (1)
- November 2023 (7)
- October 2023 (6)
- September 2023 (4)
- August 2023 (4)
- July 2023 (7)
- June 2023 (5)
- May 2023 (3)
- April 2023 (4)
- March 2023 (1)
- February 2023 (2)
- January 2023 (3)
- December 2022 (3)