E-signature supported forms
MLC accepts electronic signatures (e-signatures) in place of handwritten signatures for certain forms. E-signatures will only be accepted if they are made using an approved e-signature service provider.
MLC have chosen DocuSign as our preferred provider as they meet very stringent security standards ensuring that our client data is kept safe. We will accept requests from other companies provided they satisfy our mandatory document requirements.
A demo on how DocuSign works can be viewed here.
Please use the link below to view an example of an audit trail & certificate of completion.
The e-signature service providers currently accepted by MLC are (however you will need to register to access their services):
- DocuSign
- Adobe Sign
- HelloSign
- Dropbox Sign
- Xplan
- PleaseSign
- FuseSign
- SignNow
- PandaDoc
- MYOB
- Xodo Sign (formerly Eversign)
- Annature
- Conga Sign
Important Information
- The forms listed below will be accepted if signed electronically using one of these approved e-signature service providers.
- In all cases where an e-signature is used, we require a certificate of completion (or equivalent) from the e-signature provider to verify the signature (the email address used for the certificate of completion must match our records).
- Please note that MLC will not accept forms signed electronically by 3rd party advisers.
- If a form doesn’t appear on this list, the form will need to be completed with a handwritten signature before we can accept it.
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Form
Additional and regular investments
Bringing your insurance together Change of financial adviser
Choose to keep my super
Consolidate your super
Early release of super
Extra insurance when you may need it most
New Business Application form
Non-binding beneficiary nomination
Notice of intent to claim or vary a deduction for personal super contributions
One off/fixed term adviser service fee consent form
Ongoing adviser service fee consent form
Pension refresh form
Request for Insurance Application (long form)
Rollover request form
Short form insurance application
Switch and Investment strategy
Transfers to KiwiSaver Schemes
Update account details
Update personal details
Withdrawal request
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Form
Additional and regular investments
Bringing your insurance together Change of financial adviser
Choose to keep my super
Consolidate your super
Early release of super
Extra insurance when you may need it most
Family Member Application
MKBS onlyFix your Death and Total Permanent Disablement cover
MKPS onlyNon-binding beneficiary nomination
Notice of intent to claim or vary a deduction for personal super contributions
One off/fixed term adviser service fee consent form
Request for Insurance Application (long form)
Rollover request form
Short form insurance application
Switch and Investment strategy
Transfers to KiwiSaver Schemes
Update account details
Withdrawal request
-
Form
Change of financial adviser
New Business Application form
Non-binding beneficiary nomination
One off/fixed term adviser service fee consent form
Ongoing adviser service fee consent form
Pension refresh form
Switch and draw down strategy
Update account details
Update retirement status - Condition of release
Withdrawal request
-
Form
Change of financial adviser
Non-binding beneficiary nomination
One off/fixed term adviser service fee consent form
Ongoing adviser service fee consent form
Switch and draw down strategy
Update account details
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E-signatures are only accepted on individual and joint investment accounts.
Form
Additional and regular investments
Change of financial adviser
Foreign tax status declaration entities
Foreign tax status declaration individuals
New Business Application form
One off/fixed term adviser service fee consent form
Ongoing adviser service fee consent form
Switch and Investment strategy
Update account details
Update entity details
Update personal details
US tax status declaration individuals
Withdrawal request
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