How our use of DocuSign benefits our clients
25 November 19  /  News

With busy lives and hectic schedules, we know that convenience is very important to our clients and we continually invest in technologies to enable efficiencies and to simplify processes.

We introduced the use of DocuSign with our clients as it has a proven history of reducing paperwork, increasing convenience and lessening turnaround time, which allows us to carry out agreed recommendations in a timely manner.

With its robust infrastructure and rigorous security mechanisms, DocuSign is used by businesses around the globe to facilitate sensitive and time-critical agreements. DocuSign’s eSignature is lawful in most civil and common law jurisdictions, including the European Union, and the system strictly adheres to the EU’s General Data Protection Regulation requirements.

DocuSign’s wide-range of security and operational certification includes ISO 27001, PCI Data Security Standard, SOC 1 Type 2 and SOC 2 Type 2. To ensure it continually demonstrates its capabilities in line with established data protection regulations, DocuSign undergoes annual reaccreditation from leading regulatory bodies.

Importantly, any documentation that we request signatures for via DocuSign is always entirely relevant to actions we have already agreed with our clients, so you will never receive a request that has not been discussed with your lifestyle financial planner. As an example, a client may agree to contribute £1,000 to an ISA - we would then send a DocuSign that directly relates to this established agreement.

These documents are password protected to add another layer of security, or they are transferred across on MCFP Connect, which uses banking-level security and encryption to ensure that your sensitive information remains protected.

At Mathews Comfort, we will not send any documents that you complete via DocuSign to any third parties, and there is an industry-agreed understanding that there may be noticeable differences between your eSignature and your wet signature, but the advanced coding within the eSignature will be used to verify its authenticity.

Every document requesting a signature via DocuSign is held on our private and encrypted platforms as a record to confirm if clients are happy to proceed. This audit trail provides a clear history of the document, including if it has been signed, declined or printed.

As with all investments we make, there are significant future-proofing measures in place to ensure the continued protection of this information; if DocuSign were to cease trading, we would still have access to the documentation via our protected internal portals. Similarly, if we were unable to continue with DocuSign, we would be able to request each client’s data file which would then be shared directly with the client.

As a company, we are making steady and sustainable progress towards becoming a paperless office and DocuSign is contributing to this process.

It is still the case that most providers require a wet signature, so DocuSign requests will only be made if they are the most appropriate option for our clients’ exact requirements and circumstances.

If you have any questions around DocuSign and its use, please get in touch with Vicki on 01865 208002 or via vicki@mathewscomfort.co.uk

 

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