In order to assist advisers who are seeking to process applications prior to tax year end, Deepbridge has expedited a number of internal projects and therefore we can now confirm the following:
1. We can accept scanned application forms (we shall require the hard copy at a later date, but for now a scanned copy will suffice to ensure applications are processed pre-tax year end);
2.We can accept e-signatures via recognised platforms, such as Docusign and Adobe Sign;
3.We are now processing online AML checks and therefore will only require hard copies/certified copies of identification if the online AML check requires them;
4.We can host video or audio conference calls with clients and advisers if required instead of face-to-face meetings.
We are delighted that our team has been able to expedite these projects and enable us to bring forward the use of such tools.
If there is anything further we can do to assist advisers at this time, please do not hesitate to contact the team.