Streamlining Investment Policy Statement Management

Portfolio Managers can leverage Eurosign to optimize the entire Investment Policy Statement lifecycle. From initial drafting to final execution, the electronic signature process ensures seamless documentation handling while maintaining legal validity across Europe and internationally.

  • Easy integration with existing portfolio management systems
  • Simplified client onboarding process
  • Efficient document version control
  • Secure storage and retrieval of signed Investment Policy Statements

Eurosign provides Portfolio Managers with a robust platform to manage Investment Policy Statements efficiently while ensuring compliance with regulatory requirements. The solution's secure hosting in France and adherence to eIDAS regulation makes it an ideal choice for Portfolio Managers seeking to modernize their document signing processes.

Investment Policy Statement Template | Digital Signature