Approved e-signature providers

Your clients' security is vital. That's why we only accept e-signatures from providers that operate within eIDAS (the regulation on electronic identification and trust services) and comply with the Electronic Communications Act 2000. 

The eIDAS regulation sets standards that e-signatures must meet in order to be legally valid.

We'll accept advanced, qualified and standard e-signatures from this list of approved providers:

  • Adobe Sign
  • DocuSign
  • HelloSign
  • Nitro Sign
  • OneSpan Sign
  • PandaDoc
  • Scrive
  • SignNow
  • Zoho

We are not party to the licence with the approved e-signature solution provider – so you'll need to use your own licence. 

You are accountable for conducting appropriate due diligence on any third parties you work with. This is to ensure the security and privacy of your clients' data is in line with your regulatory and statutory obligations and it applies equally to e-signature providers.

If there are other e-signature providers you’d like us to consider, that are not listed above, then please contact and we’ll get back to you.

How to submit an instruction using an e-signature

The way you and your clients' sign our forms may have evolved to enable the use of e-signatures but the process of submitting them remains the same.

Once our forms are completed and e-signed, please return them to the relevant mailboxes detailed below.

Documents we'll accept by e-signature

Document name

Document code

Where to submit e-signed forms

AMPP - Application form for transfer, single and regular payments – adviser charging


SIPP - Application form for transfer, single and regular payments – adviser charging


SIPP – Income Withdrawal Form


SIPP – Application Form


SIPP & GSIPP Instruction for Payment of Death Benefits Form


Defined Benefit Transfer Form


Letter of Authority Form (LOA)




Change of Agent Form (COA)




Additional payments form Individual & Trust


Adviser Declaration for Enhanced Discretionary


Application form for Individual


Application form for Individual (DIM Investment Only)


Application form for trust


Application form for trust (DIM Investment Only)


Instruction to switch investments and/ or authorise your financial adviser to give investment instruction on your behalf


Reg withdrawals or cash in form



Submitting LOA and COA forms by e-signature

We'll accept your firm’s version of Letter of authority (LOA) or Change of Agent (COA) form as long as it contains all required information and has been electronically signed using one of our approved providers. 

We have provided templates should you wish to use or refer to these (document codes COA1 and LOA1 in the table above). 

How to register for our DocuSign solutions

(International Bond Only) – All forms from IB31 to IBSUR30 are available

You can register for DocuSign in three simple steps:

  1. Provide your email address, full name, and company name to
  2. Our team will set you up as a user and send you an activation link along with an activation code
  3. Hit the link to activate your account

Once you've successfully registered, you can simply log in to access DocuSign. You will only have to register once then you can then use this for any future submissions.

This website is for financial advisers only and must not be relied on by anyone else. If you're not an adviser, please go to our customer website for more information about our products and services.