MySign for financial services
Client agreements, suitability reports and mandates. Sent, signed and sealed in minutes, with an audit certificate your compliance team will actually enjoy filing. Built for UK advisers, lenders and insurers, and priced flat, never per adviser.
Why financial firms choose MySign
Client agreements and fact-finds signed the same day you meet, so the advice starts, and the file opens, without a fortnight of postal ping-pong.
Every completed envelope is cryptographically sealed and issued with a court-ready audit certificate: the evidence that matters if a signature, or the advice behind it, is ever questioned.
Designed around the obligations FCA-regulated firms actually carry: client identity, record-keeping and confidentiality included.
Use cases
From first fact-find to final drawdown: if it needs a signature, it can go through MySign.
For advisers & wealth managers
Terms of business and fee agreements, signed before the first meeting cools.
Client details and declarations captured in one pass, not three postal rounds.
Recommendations acknowledged and signed, with the evidence trail attached.
Discretionary and advisory agreements executed by every party, in the right order.
Review sign-offs and rebalancing authorisations, back the same day.
Applications, transfers and drawdown elections. Signed, sealed, filed.
For lenders, brokers & insurers
Personal and business lending paperwork, signed without the branch visit.
Decision in principle to completion, moving at the speed of the chain.
Life, protection and commercial cover applications, out and back in minutes.
Signing authorities and signatory updates, without the paper shuffle.
A few documents still carry special rules: deeds that need a witness, certain guarantees, and anything a lender insists on in wet ink. Our UK compliance page spells out what's e-signable, plainly.
Features
Joint applicants, standard agreements that never change, and a compliance team that wants proof. MySign handles the routine so the client file keeps moving.
Templates with merge fields
Turn your standard agreements into templates once. Client names, dates and fees fill themselves in. Included on every plan.
Multi-party signing, in the right order
Sequential or parallel routing for joint applicants, trustees and adviser countersignature, with automatic reminders chasing the stragglers.
A sealed audit certificate, every time
Issued the moment the last signature lands: timestamps, identity and integrity, ready for the file forever.
Connects to your back office Enterprise
REST API, webhooks and an MCP server to wire signing into your CRM and back-office systems.
Your letterhead, not ours Enterprise
White-labelling keeps the firm's branding through the whole signing journey.
Client_Agreement_Patel.pdf
2 signatories · 6 pages
✓ 10:04:12 envelope.sent · client
✓ 10:17:36 envelope.opened · secure link verified
✓ 10:22:09 signature.captured · client
✓ 10:38:44 signature.captured · adviser
■ document.sealed · certificate issued · sha-256
Compliance
Electronic signatures are legally recognised in the UK under the Electronic Communications Act 2000 and UK eIDAS, and every MySign envelope carries a sealed, court-ready audit certificate. Your documents live in UK data centres under UK GDPR, built to sit comfortably alongside FCA obligations on client identity, record-keeping and clear communication.
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From £9.99/month · 7-day free trial for individuals · Cancel anytime · UK support