Send documents for signature, control who signs and when, and keep the completed document connected to the customer relationship and process it belongs to.
IQON supports standalone document signing as well as electronic signatures within KYC self-declarations, onboarding and wider workflows.
Signing request
3 signatories
Send one or more documents for electronic signature and manage the request from IQON.
Add the people who need to sign and follow each recipient through to completion.
Let all recipients sign independently when the order of signatures does not matter.
Set the order when one recipient should sign before the next person is invited.
Follow up automatically with recipients who have not yet completed their signature.
Set how long a signing request remains open and track requests that expire.
Use supported electronic identity methods when the signer must identify themselves as part of signing.
Have an authorised signatory electronically sign the completed KYC self-declaration.
Track sent, completed, cancelled, expired and failed requests with the customer relationship.
A signing process can involve one document or several, one signatory or many, and a clear order where needed. IQON keeps the request, its participants, its progress and the completed result together in the same case, rather than leaving signing as a separate disconnected task.
Documents, signatories and settings are added to the signing request.
Recipients can sign in parallel, or in a defined sequence where one step depends on the previous one.
Each participant receives their own signing request and completes their own part.
Pending signatures are tracked, reminders can be sent and the current status remains visible.
The completed document and signing activity remain connected to the customer and the process they belong to.
Electronic signing can be used as a standalone process or as one step inside a wider customer, compliance or operational workflow.
A customer completes the required declaration and an authorised signatory signs the finished document using electronic ID.
Send one or more documents directly from IQON for signature by one or several recipients.
Include signatures within onboarding where agreements, declarations or approvals need to be completed before the relationship can proceed.
Use signing as one step alongside information collection, review, approval and other actions involving internal and external participants.
IQON can prepopulate a KYC self-declaration with information already held about the customer. The customer reviews the existing information, completes what is missing and provides the declarations required for the relationship.
Where electronic signing is required, an authorised signatory signs the completed declaration using a supported electronic identity method.
The signed declaration becomes part of the AML record for that customer, alongside the other information and evidence held for the relationship.
Electronic signing supports different documents and approval processes across the industries IQON serves.
Engagement letters, financial statements, annual reports and other documents requiring client or internal signatures.
Client agreements, mandates, investor declarations and other approvals required during onboarding and throughout the relationship.
Subscription documents, investor declarations, transfer documentation and other investor approvals.
Resolutions, mandates, corporate approvals and documents involving directors, shareholders and external advisers.