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What signature methods, including digital, are accepted for documents?

Netwealth accepts wet (pen) signatures for all documents. For most other documents, we also accept hand-drawn electronic signatures and other generated e-signature facilities. 

Criteria for electronically generated e-signatures:

  • To use the electronic e-signature process, the electronic signature summary certificate must be uploaded with the electronically signed document through our Document Upload Tool
  • The signing member(s) (client or adviser) email that is listed on the summary certificate must match the registered email we hold on file
  • 'Generated by e-facility' and 'Choose type' signatures are automatically generated by the signature facility, i.e. not hand drawn by the client

 

Opening an account & making deposits

Document type

Wet
signature

Drawn
e-signature

Signature generated via e-signature facility * (e.g. DocuSign, Adobe)

Ability to action through Netwealth account

Application

Yes

Yes

No

No

Direct debit request

Yes

Yes

No

Yes – if using direct debit account

In specie Transfers

Yes

No

No

No

Rollover/transfer request

Yes

Yes

Yes

No

Rollover benefit statement

Yes

Yes

Yes

No

Certified documents (incl trust deeds)

Yes

No

No

No

Power of attorney documents

Yes

No

No

No

AML - Australian companies

Yes

Yes

Yes

No

AML - Australian regulated trusts (including Self Managed Super Funds)

Yes

Yes

Yes

No

AML - Individuals and sole traders

Yes

Yes

Yes - Drawn and pre-populated ('Choose' Option)

No

AML - Unregulated Australian trusts and foreign trusts

Yes

Yes

Yes - Drawn and pre-populated ('Choose' Option)

No

Wholesale investor documents

Yes

Yes

Yes

No

Additional contribution/deposit forms

Yes

Yes

No

Yes

Regular contribution/savings plan 

Yes

Yes

Yes

Yes

 

Changing investments in your account

Document type

Wet
signature

Drawn
e-signature

Signature generated via e-signature facility * (e.g. DocuSign, Adobe)

Ability to action through Netwealth account

Investment instruction/Term deposit instruction

Yes

Yes

Yes

Yes

Dollar cost averaging 

Yes

Yes

Yes

Yes

Income payment/reinvestment plan 

Yes

Yes

Yes

Yes

Managed Account Service transfer

Yes

Yes

Yes

Yes

Auto sell down profile selection 

Yes

Yes

Yes

Yes

Corporate action notification

Yes

Yes

Yes

Yes, some can - Contact your BDM to find out more

Updating your account

Document type

Wet
signature

Drawn
e-signature

Signature generated via e-signature facility * (e.g. DocuSign, Adobe)

Ability to action through Netwealth account

Binding death benefit direction

Yes

Yes

No

No

Change of details 

Yes

Yes

Yes

Yes

Change of name

Yes

Yes

No

No

Change of nominated bank account

Yes

Yes

No

Yes

TFN Notification/ATO TFN Declaration

Yes

Yes

Yes

No

Request to Link Accounts to a User

Yes

Yes

Yes 

No

Change of account fees (admin fees)

Yes

Yes

Yes

Yes

Change of advice fees

Yes

Yes

Yes

Yes – proposal for client if raising

Change of adviser

Yes

Yes

Yes

No

Family grouping

Yes

Yes

Yes

Yes

Transfer between accounts (Accumulation & Income Stream)

Yes

Yes

Yes

No

Core/Plus account transfer

Yes

Yes

Yes

No

Transfer from Investment Wrap or Super Wrap to Accelerator

Yes

Yes

Yes

No

Work test declaration

Yes

Yes

Yes

No

Withdrawing from your account

Document type

Wet
signature

Drawn
e-signature

Signature generated via e-signature facility * (e.g. DocuSign, Adobe)

Ability to action through Netwealth account

Benefit payment/Withdrawal to nominated bank account

Yes

Yes

Yes

Yes

Benefit payment/Withdrawal to new/ad hoc bank account

Yes

Yes

No

No

Foreign currency withdrawal

Yes

Yes

No

No

Regular monthly withdrawal 

Yes

Yes

Yes

Yes – if using nominated account

Severe financial hardship claim

Yes

Yes

Yes

No

ATO forms

Document type

Wet
signature

Drawn
e-signature

Signature generated via e-signature facility * (e.g. DocuSign, Adobe)

Ability to action through Netwealth account

ATO CGT cap election

Yes

Yes

Yes

No

ATO Contributions splitting application

Yes

Yes

Yes

No

ATO Downsizer contribution

Yes

Yes

Yes

No

ATO Notice of intent to claim a tax deduction

Yes

Yes

Yes

Yes

ATO Standard choice

Yes

Yes

Yes

No

Group insurance specific

Document type

Wet
signature

Drawn
e-signature

Signature generated via e-signature facility * (e.g. DocuSign, Adobe)

Ability to action through Netwealth account

Insurance Adviser Fees

Yes

Yes

Yes

No

Insurance Application/Insurance Transfer

Yes

Yes

Yes

No

Insurance Cancel/Reduce cover

Yes

Yes

Yes

No

Insurance Election Notice

Yes

Yes

Yes

No

Insurance Life Stage Cover, Smoke Declaration/Occupational Questionnaire

Yes

Yes

Yes

No

Adviser specific

Document type

Wet
signature

Drawn
e-signature

Signature generated via e-signature facility * (e.g. DocuSign, Adobe)

Ability to action through Netwealth account

Adviser Data Feed Application

Yes

Yes

Yes

No

Adviser Registration Agreement

Yes

Yes

Yes- can also accept via email

No

Adviser Representative appointment

Yes

Yes

Yes

No

Adviser User nomination

Yes

Yes

Yes

No

Amend Dealer/Adviser AMFM

Yes

Yes

Yes

No

Licensee Registration Agreement

Yes

Yes

Yes- can also accept via email

No

Licensee User nomination

Yes

Yes

Yes

No

Can't find what you need?

Let us help you with your query. You can contact us on 1800 888 223, or email us at contact@netwealth.com.au

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