GOING DIGITAL IT’S EFFICIENT VS 00:25:00 hrs mins secs Average time taken for an e-signature application form to be completed and electronically signed by the client ACCURATE & ECONOMICAL Average time taken for a standard electronic application form with wet signature to be completed - inclusive of postage DocuSign makes it easy for financial advisers to quickly and securely capture electronic signatures and important customer data for account openings and authorisations. Using DocuSign means a faster and more accurate transaction process in which you and your clients can have complete confidence. • DocuSign is the global industry standard for security and compliance. • xDTM compliant - the highest standard of global information security and operations to protect your digital transactions. • Full document encryption to ensure the confidentiality of your data. • DocuSign employs strong anti-tamper controls to prevent any alteration of your signature or your documents. * as at February 2016 ** incomplete applications cannot be submitted. Incorrect information will require correction. 1 www.docusign.co.uk/company Saving money and time – faster more efficient service for you and your clients IT’S SECURE Trustworthy security for peace of mind IT’S TRUSTED Recognised reliability has meant popularity is increasing and adopted by companies globally 1 More than 100,000 companies and 50 million users worldwide trust DocuSign with their digital transactions 1 IT’S SIMPLE Here’s how it works in 5 quick steps Over 50% of our online applications now completed with DocuSign e-signature Introducing DocuSign digital signatures Log in to James Hay Online and complete a Modular iPlan application Client clicks ‘Sign here’ and enters their names before digitally signing and submitting the application Client consents to Electronic Record and Signatures and reviews their completed application and other key documents Click ‘APPLY’ and select Digital signature 5 Sign here 4 APPLY DIGITAL SIGNATURE James Hay E-SIGNATURES Understanding James Hay Error-proof signing means 100% complete documents, eliminating the need to track down clients to re-sign or re-send**. Save money on paper, printing and faxing. Save time and speed up the completion of a Direct Debit mandate required for personal pension contributions. CONTROL & CONVENIENCE You can track the whole process and conduct your business anywhere, anytime. Your clients also have the convenience of signing documents via their computer, tablet or phone wherever they are. 2 The client receives an email from us with a link to their application form James Hay Partnership is the trading name of James Hay Insurance Company Limited (JHIC) (registered in Jersey number 77318); IPS Pensions Limited (IPS) (registered in England number 2601833); James Hay Administration Company Limited (JHAC) (registered in England number 4068398); James Hay Pension Trustees Limited (JHPT) (registered in England number 1435887); James Hay Wrap Managers Limited (JHWM) (registered in England number 4773695); James Hay Wrap Nominee Company Limited (JHWNC) (registered in England number 7259308); PAL Trustees Limited (PAL) (registered in England number 1666419); Santhouse Pensioneer Trustee Company Limited (SPTCL) (registered in England number 1670940); Sarum Trustees Limited (SarumTL) (registered in England number 1003681); Sealgrove Trustees Limited (STL) (registered in England number 1444964); The IPS Partnership Plc (IPS Plc) (registered in England number 1458445); Union Pension Trustees Limited (UPT) (registered in England number 2634371) and Union Pensions Trustees (London) Limited (UPTL) (registered in England number 1739546). JHIC has its registered office at 3rd Floor, 37 Esplanade, St Helier, Jersey, JE2 3QA. IPS, JHAC, JHPT, JHWM, JHWNC, SPTCL, SarumTL and IPS Plc have their registered office at Trinity House, Buckingway Business Park, Anderson Road, Swavesey, Cambs CB24 4UQ. PAL, STL, UPT and UPTL have their registered office at Dunn’s House, St Paul’s Road, Salisbury, SP2 7BF. JHIC is regulated by the Jersey Financial Services Commission and JHAC, JHWM, IPS and IPS Plc are authorised and regulated by the Financial Conduct Authority. The provision of Small Self Administered Schemes (SSAS) and trustee and/or administration services for SSAS are not regulated by the FCA. Therefore, IPS and IPS Plc are not regulated by the FCA in relation to these schemes or services.(01/14) JHP0099 FEB16 LD DocuSign - exclusively available in the UK platform market via the James Hay Modular iPlan* DocuSign - exclusively available in the UK platform market via the James Hay Modular iPlan* + 50 % 5 So why should you go digital? http://www Apply now at www.jameshay.co.uk and login 1 3 DAYS
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Transcript
GOING DIGITAL
IT’S EFFICIENT
VS
00:25:00hrs mins secs
Average time taken for an e-signature application form to be completed and electronically signed by the client
ACCURATE & ECONOMICAL
Average time taken for a standard electronic application form with wet signature to be completed - inclusive of postage
DocuSign makes it easy for financial advisers to quickly and securely capture electronic signatures and important customer data for account openings and authorisations. Using DocuSign means a faster and more accurate transaction process in which you and your clientscan have complete confidence.
• DocuSign is the global industry standard for security and compliance.
• xDTM compliant - the highest standard of global information security and operations to protect your digital transactions.
• Full document encryption to ensure the confidentiality of your data.
• DocuSign employs strong anti-tamper controls to prevent any alteration of your signature or your documents.
* as at February 2016** incomplete applications cannot be submitted. Incorrect information will require correction.1 www.docusign.co.uk/company
Saving money and time – faster more e�cient service for you and your clients
IT’S SECURETrustworthy security for peace of mind
IT’S TRUSTEDRecognised reliability has meant popularity is increasing and adopted by companies globally1
More than 100,000 companies and 50 million users worldwide trust DocuSign with their digital transactions1
IT’S SIMPLEHere’s how it works in 5 quick steps
Over 50% of our online applications now completed with DocuSign e-signature
Introducing DocuSign digital signatures
Log in to James Hay Online and complete a Modular iPlan application
Client clicks ‘Sign here’ and enters their names before digitally signing and submitting the application
Client consents to Electronic Record and Signatures and reviews
their completed application and other key documents
Click ‘APPLY’ and select Digital
signature
5Sign here
4
APPLY
DIGITALSIGNATURE
James Hay
E-SIGNATURESUnder�anding
James Hay
Error-proof signing means 100% complete documents, eliminating the need to track down clients to re-sign or re-send**.
Save money on paper, printing and faxing.
Save time and speed up the completion
of a Direct Debit mandate required for personal pension contributions.
CONTROL & CONVENIENCEYou can track the whole process and conduct your business anywhere, anytime. Your clients also have the convenience of signing documents via their computer, tablet or phone wherever they are.
2
The client receives an email from us with a link to their application form
James Hay Partnership is the trading name of James Hay Insurance Company Limited (JHIC) (registered in Jersey number 77318); IPS Pensions Limited (IPS) (registered in England number 2601833); James Hay Administration Company Limited (JHAC) (registered in England number 4068398); James Hay Pension Trustees Limited (JHPT) (registered in England number 1435887); James Hay Wrap Managers Limited (JHWM) (registered in England number 4773695); James Hay Wrap Nominee Company Limited (JHWNC) (registered in England number 7259308); PAL Trustees Limited (PAL) (registered in England number 1666419); Santhouse Pensioneer Trustee Company Limited (SPTCL) (registered in England number 1670940); Sarum Trustees Limited (SarumTL) (registered in England number 1003681); Sealgrove Trustees Limited (STL) (registered in England number 1444964); The IPS Partnership Plc (IPS Plc) (registered in England number 1458445); Union Pension Trustees Limited (UPT) (registered in England number 2634371) and Union Pensions Trustees (London) Limited (UPTL) (registered in England number 1739546). JHIC has its registered o�ce at 3rd Floor, 37 Esplanade, St Helier, Jersey, JE2 3QA. IPS, JHAC, JHPT, JHWM, JHWNC, SPTCL, SarumTL and IPS Plc have their registered o�ce at Trinity House, Buckingway Business Park, Anderson Road, Swavesey, Cambs CB24 4UQ. PAL, STL, UPT and UPTL have their registered o�ce at Dunn’s House, St Paul’s Road, Salisbury, SP2 7BF. JHIC is regulated by the Jersey Financial Services Commission and JHAC, JHWM, IPS and IPS Plc are authorised and regulated by the Financial Conduct Authority. The provision of Small Self Administered Schemes (SSAS) and trustee and/or administration services for SSAS are not regulated by the FCA. Therefore, IPS and IPS Plc are not regulated by the FCA in relation to these schemes or services.(01/14)JHP0099 FEB16 LD
DocuSign - exclusively available in the UK platform market via the James Hay Modular iPlan*
DocuSign - exclusively available in the UK platform market via the James Hay Modular iPlan*
+50%
5
So why should you go digital?
http://www
Apply now at www.jameshay.co.uk and login
1
3
DAYS
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