Streamlining Wealth Management Operations

Wealth Management Legal Managers can significantly improve their operational workflow by adopting electronic signatures for Investment Management Agreements. This technology enables seamless integration with existing document management systems while ensuring compliance with European regulations. The ability to execute agreements electronically also facilitates faster onboarding of new clients and more efficient portfolio management transitions.

Security and Compliance Advantages

Electronic signatures provided by Eurosign ensure that Investment Management Agreements meet the highest standards of security and regulatory compliance. Each signed document includes:

  • Tamper-evident seals to protect document integrity
  • Detailed audit trails documenting the entire signing process
  • Secure storage with encryption and access controls
  • Full compliance with eIDAS regulation and international standards

By implementing electronic signatures for Investment Management Agreements, Wealth Management Legal Managers can create a more efficient, secure, and client-friendly process while maintaining the highest standards of regulatory compliance and professional service delivery.

Investment Management Agreement Template | Secure Electronic Signature