{"id":476,"date":"2022-07-13T16:45:19","date_gmt":"2022-07-13T16:45:19","guid":{"rendered":"https:\/\/www.wealthtime.com\/adviser\/?page_id=476"},"modified":"2026-03-17T15:10:06","modified_gmt":"2026-03-17T15:10:06","slug":"document-library","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/","title":{"rendered":"Wealthtime Document Library"},"content":{"rendered":"\n\n\n  <section class=\"page-menu\" id=\"page-menu\">\n\n    <div class=\"nav-wrapper-outer\" id=\"nav-wrapper-outer\">\n\n      <div class=\"body-push row\">\n        \n        <div class=\"nav-wrapper\" id=\"nav-wrapper-inner\">\n          <!-- Menu goes here -->\n          <ul id=\"page-nav\"><\/ul>\n        <\/div>\n\n      <\/div>\n\n    <\/div>\n\n  <\/section>\n\n\n\n\n  <div class=\"bg-image-wrapper media-centre\">\n    <img loading=\"lazy\" decoding=\"async\" width=\"1062\" height=\"900\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x.png\" class=\"bg-image\" alt=\"\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x.png 1062w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-300x254.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-1024x868.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-768x651.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-640x542.png 640w\" sizes=\"auto, (max-width: 1062px) 100vw, 1062px\" \/>  <\/div>\n\n<section id=\"media-centre-block_f90496ffe05d96276b6fc61e5c827129\" class=\"media-centre white\" data-anchor-text=\"Wealthtime Document Library\" data-anchor-link=\"Wealthtime Document Library\">\n\n  <div class=\"row body-push\">\n\n    \n      <div class=\"background-image\">\n        <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"768\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image-1920x768.png\" class=\"attachment-fp-xlarge size-fp-xlarge\" alt=\"\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image-1920x768.png 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image-300x120.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image-1024x410.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image-768x307.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image-1536x614.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image-640x256.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image-1200x480.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/general-background-image.png 2000w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>      <\/div>\n\n    \n    \n    \n    \n      <h1>Wealthtime Document Library<\/h1>\n\n    \n    \n    \n\n      \n      \n      \n\n\n\n    <div class=\"search-form\">\n        <form data-target=\"media-centre-block_f90496ffe05d96276b6fc61e5c827129\" action=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/\" role=\"search\" method=\"get\" id=\"searchform\">\n            <input type=\"hidden\" name=\"fp\" value=\"documents\">\n            <div class=\"grid\">\n\n                \n\n                                    <div class=\"select\">\n                        <label for=\"platform\">Platform<\/label>\n                        <select name=\"platform\" id=\"platform\" class=\"\">\n                            <option value=\"all\">Select platform\u2026<\/option>\n\n                            <option selected value=\"wealthtime\">Wealthtime<\/option><option  value=\"wealthtime-classic\">Wealthtime Classic<\/option>                        <\/select>\n                    <\/div>\n                    <div class=\"select\">\n                        <label for=\"product\">Product<\/label>\n                        <select name=\"product\" id=\"product\" class=\"\">\n                            <option value=\"\">Select product\u2026<\/option>\n                            <option  value=\"dfm\">DFM<\/option><option  value=\"gia\">GIA<\/option><option  value=\"internal-asset-transfer\">Internal Asset Transfer<\/option><option  value=\"investments\">Investments<\/option><option  value=\"isa\">ISA<\/option><option  value=\"jisa\">JISA<\/option><option  value=\"new-client\">New Client<\/option><option  value=\"offshore-bond\">Offshore Bond<\/option><option  value=\"servicing\">Servicing<\/option><option  value=\"sipp\">SIPP<\/option><option  value=\"uncrystallised\">Uncrystallised<\/option><option  value=\"withdrawal\">Withdrawal<\/option>                        <\/select>\n                    <\/div>\n                            <\/div>\n            <div class=\"input-wrapper grid\">\n                <input type=\"text\" class=\"input-group-field\" value=\"\" name=\"search\" id=\"search\" aria-label=\"Search\" placeholder=\"Search library\u2026\">\n                \n                <div class=\"button-wrapper\">\n                    <button type=\"submit\" id=\"media-centre-submit\" class=\"button button-submit\" aria-label=\"Go\">\n                        Search\n                    <\/button>\n                                    <\/div>\n            <\/div>\n        <\/form>\n    <\/div>\n\n\n      \n      \n      \n      \n      \n        <div class=\"grid grid-cols-3 article-wrapper\">\n\n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/akg-report-wealthtime-platform\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"12858\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">AKG Report &#8211; Wealthtime Platform<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/secure-lifetime-income-sli-case-studies\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"10964\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Secure Lifetime Income (SLI) Case Studies<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/internal-asset-transfer-sipp-uncrystallised\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"9829\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Internal Asset Transfer &#8211; SIPP Uncrystallised<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/why-advisers-choose-wealthtime\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"9665\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Why Advisers Choose Wealthtime<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/gia-and-isa-withdrawal-instruction\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"8941\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">GIA and ISA Withdrawal Instruction<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/consumer-duty-fair-value-assessment\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"8918\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Consumer Duty Fair Value Assessment<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n        <\/div>\n\n        \n      \n      \n      \n        <section class=\"pagination\" id=\"pagination-wrapper\">\n\n          <span aria-current=\"page\" class=\"page-numbers current\"><span class=\"number-item\">1<\/span><\/span>\n<a class=\"page-numbers\" href=\"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/476\/page\/2\/\"><span class=\"number-item\">2<\/span><\/a>\n<span class=\"page-numbers dots\">&hellip;<\/span>\n<a class=\"page-numbers\" href=\"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/476\/page\/12\/\"><span class=\"number-item\">12<\/span><\/a>\n<a class=\"next page-numbers\" href=\"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/476\/page\/2\/\">Show more<\/a>\n        <\/section>\n\n      \n    \n    \n    \n    \n    \n  <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_bb355d394bc39bf2feb83a0e46eed559\" class=\"center-here signposts light-gray \" id=\"signposts-block_bb355d394bc39bf2feb83a0e46eed559\" data-anchor-text=\"Digital Form Submission Guidance\" data-anchor-link=\"Digital Form Submission Guidance\">\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-100-0\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">Digital Form Submission Guidance<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p>A large selection of our forms required for servicing your clients can be submitted electronically through our Secure Email service found on Adviser Zone.<\/p>\n<p>We&#8217;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.<\/p>\n\n                    <\/div>\n\n                \n                \n            <\/div>\n\n            \n        <\/div>\n\n        \n            <div class=\"grid signpost-row grid-cols-3 black\">\n\n                \n                    \n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/WT-no-signature-icon01.svg\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>No signature required and submitted by Secure Email<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/WT-digital-signature-icon02.svg\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Digitally signed and submitted by Secure Email<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n                    \n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n            <div class=\"image-wrapper\">\n\n            <img decoding=\"async\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/WT-physical-signature-icon03.svg\" alt=\"signpost icon\" width=\"295px\" height=\"295px\" \/>\n\n            <\/div>\n        \n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>Physically signed, scanned and submitted by Secure Email<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n                \n            <\/div>\n\n            \n\n\n                \n            \n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_28eb4d4428c6aa6aa36117590075b80d\" class=\" signposts light-gray \" id=\"signposts-block_28eb4d4428c6aa6aa36117590075b80d\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-100-0\">\n\n            <div class=\"col-1\">\n                \n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <p>Please note that all digitally signed forms must be submitted via Secure Email on Adviser Zone.<\/p>\n<p>We&#8217;ve teamed up with several digital signature providers to ensure our forms are as intuitive and accessible as possible.<\/p>\n<p>We work with the following digital signature providers:<\/p>\n<ul>\n<li>Adobe Acrobat Sign (not Adobe Fill &amp; Sign)<\/li>\n<li>DocuSign<\/li>\n<li>Signable<\/li>\n<li>Videosign<\/li>\n<li>Legalesign<\/li>\n<li>PandaDoc<\/li>\n<li>SignNow<\/li>\n<li>HelloSign\/Dropbox Sign<\/li>\n<li>E-Sign<\/li>\n<li>Nitro<\/li>\n<\/ul>\n<p>If you&#8217;d like further guidance, or to review our submission FAQs please view our guide <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/digital-form-submission-guide\/\">here<\/a>.<\/p>\n\n                    <\/div>\n\n                \n                        \n                    \n                \n            <\/div>\n\n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":733,"parent":1222,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-476","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealthtime Document Library - Advisers<\/title>\n<meta name=\"description\" content=\"Browse our document library to find key resources. Contact our team for any queries.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealthtime Document Library - Advisers\" \/>\n<meta property=\"og:description\" content=\"Browse our document library to find key resources. 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