Types of signatures
We prefer you and your clients to authorise instructions digitally. However, we do accept other types of signature instructions:
- Wet signature
- Electronic signature (E-signature).
Wet signature
Also referred to as traditional and sometimes original signature. This signature is pen on paper.
We’ll accept wet signatures where available. Please note, however, that wet signing an application or form may not be the fastest way for you or your client. Please note wet signatures are the only signature type/format that we’ll load as the signature that’s linked to the account(s).
Electronic signature or E-signature
Software programmes allow the use of an electronic representation of a signature that’s been created by the software. We can accept some forms that have been electronically signed by the following electronic signature providers:
- Adobe® Sign
- Annature
- DocuSign®
- Conga®
- FuseSign
- Iress® Digital Signature
- Nitro Sign®
- OneSpan®
- PleaseSign®
- SigniFlow®
Before we can accept anything signed by you or your client using an electronic signature, the documents must:
- contain the authoriser’s electronic signature
- be accompanied by an electronic signature provider's issued Certificate of Completion which has detailed information relating to a signer’s digital identity and document activity. It can be downloaded as a PDF and needs to come from your email address, or your client’s, along with the authoriser’s electronic signature to go ahead with your instructions.
- be sent by email from the authoriser’s email (your client’s registered email) or from an email address from your office. You can also upload it via Request Centre.
When to use electronic signature
Currently you can use an electronic signature for the following products:
- Macquarie Wrap
- Cash, including
- Cash Management Accounts (CMA)
- Cash Management Accelerator Accounts (Accelerator)
- Term Deposits (TD).
You can use any electronic or digital signature on the FSC identify verification forms if:
- the form is sent from your email address (or office email)
- it’s attached to an application from associated with the adviser appointed on the application form.
You won’t be able to use an electronic signature for forms that need to be sent to a third party or need to be certified or witnessed. Some forms that you can’t use an electronic signature for are:
- Transfers, including
- Australian Standard Transfer Form (ASTF)
- Broker transfer request
- Domestic fixed income securities in-specie transfer
- External account closure and transfer letter template
- In-specie transfer limited power of attorney
- International listed securities in-specie transfer
- Issuer transfer request
- Early release of preserved superannuation benefits
- Medical practitioner statement and Member declaration
- Non-lapsing death benefit nomination
- Security interest pledge/release (We need the margin lender’s signature, but we’ll accept an electronic signature where we need your client’s signature)
- TFN Declaration.
® Registered to Adobe
® Conga is a registered trademark of AppExtremes, LLC. ABN 64 159 755 629 registered in the U.S. and other countries
® Registered to DocuSign Inc ABN 27 308 800 598
® Registered to Iress Limited ABN 47 060 313 359
® Registered to Nitro Software, Inc. or its affiliates in the United States and/or other countries
® OneSpan™ is a registered trademark of OneSpan North America Inc. and its affiliates in the U.S. and other countries including Australia ABN 59 091 768 688.
® Registered to PleaseSign Pty Ltd ABN98 608 744 814
SigniFlow® is a registered trademark of SigniFlow (Pty) Ltd (2015/084900/07) and its affiliates, including SigniFlow Inc. United States and SigniFlow APAC (ABN77637884934).
