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When is an original signature required?

There are a small number of scenarios where we do still need an original ‘wet’ signature from your clients. This may be for particular security reasons such as regulations or third-party rules.

We may need you to send us this before we can process your instruction. This may take a bit of extra time so it’s important to manage your clients’ expectations.

Examples of where we will require a wet signature are:
  • Client Transfer Authority forms
  • Crest and stock transfer forms
  • Indemnity forms
  • ISA transfer forms

The value of your investments and the income from them can fall and you may not recover what you invested.