Bringing you live news and features since 2006 

Nucleus introduces flexible approach to e-signatures


Nucleus is now accepting electronic signatures for new business and client instructions as it looks to support advisers who are embedding remote ways of working.The move to accept e-signatures came into effect on 24 August. It builds on the successful expansion of Nucleus’ scanned documents capabilities, streamlining the new business process and reducing dependency on the postal service.

Nucleus will allow a choice of five e-signature software providers to be used to suit individual adviser preference, including Docusign and Adobe. To maximise client security and minimise the risk of fraud, advisers will be asked to select a software provider that complies with European regulation known as eiDAS. This is a regulatory industry standard to help firms with online identity verification and ensure the authenticity of electronic documents.
The platform has also compiled a document setting out its e-signature requirements, so that advice firms can find information about the types of e-signatures Nucleus will accept, an approved list of e-signature providers and the range of forms where an e-signature can be used.
For added security, e-signed instructions need to be submitted via Nucleus’ secure messaging system.
John Walls, head of proposition at Nucleus, says: “We’re always looking for ways to improve efficiency and maximise user experience, while keeping client security at the forefront of what we do.
“The introduction of e-signatures will streamline the new business process and our flexibility over software providers will allow advisers to select a supplier that works best for them.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by