Portfolio updates: Electronic signature consent

Update your portfolio with electronic signature consent verification

As part of our care and commitment to providing the best investment advice, we offer our Legal & Medical portfolios.

We monitor and manage these very carefully. From time to time we need to ‘rebalance’ these portfolios, by altering funds held within. Before rebalancing your holdings we need to contact you and gain your consent via a signature.

Due to the lockdown restrictions, we have switched to using an electronic system called Esign to obtain your signature. Initially, this transition caused a few calls to the office as some clients were concerned this was some sort of scam or wasn’t genuine. We wish to reassure you it is us, and there is no need to worry.

You can sign your consent using Esign, on your phone or tablet with complete confidence!

If you have any questions, please feel free to contact your adviser, who will be happy to explain more.

Many thanks,
The Investment Committee.

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