As an Attivo client, you may have noticed we send you documents virtually for you to sign online. We use Docusign, a global company that helps businesses like ours manage electronic agreements when our clients are based across the UK.
Working within the financial services industry means agreements are fundamental to the way in which we work. Docusign offers an easy and secure method for clients to sign documents electronically, with just a few clicks of a button.
Accessed via the AIP (Attivo Investment Proposition) or PFP (Personal Finance Portal) it doesn’t require you to sign up or register; all documents are on a live and secure system so your planner can act on your agreement immediately. Documents are stored securely and remain accessible to you at any time.
As well as the document we are asking you to sign, we may on occasion include further important information, such as a recommendation letter.
If you have any concerns about using Docusign, please contact your financial planner.