Digital Form Submission Guidance
A large selection of our forms required for servicing your clients can be submitted electronically through our Secure Email service found on Adviser Zone.
We’ve included the following icons on our documentation to help you understand our submission requirements. Being aware of these before you submit any forms will reduce the risk of us needing to ask for anything further, giving you a smoother submission journey.
Please note that all digitally signed forms must be submitted via Secure Email on Adviser Zone.
We’ve teamed up with several digital signature providers to ensure our forms are as intuitive and accessible as possible.
We work with the following digital signature providers:
- Adobe Acrobat Sign (not Adobe Fill & Sign)
- DocuSign
- Signable
- Videosign
- Legalesign
- PandaDoc
- SignNow
- HelloSign/Dropbox Sign
- E-Sign
- Nitro
If you’d like further guidance, or to review our submission FAQs please view our guide here.
Call our team today
Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
For Wealthtime platform queries, call
0345 680 8000
For Wealthtime Classic platform queries, call
03330 417 010