How much do you like paperwork?

Not a lot? Avoid it if you can? What about your clients…?

Let’s be honest, people just want to invest their money simply and easily. So long as everything is recorded, why the need to sign umpteen forms and why oh why, do we still need ‘wet’ signatures? Think of the animals! Think of Greta! No one wants half a tree through their letterbox all for the sake of a signature. Oh and let’s not forget the classic ‘this page is intentionally blank”!

Where’s this all leading we hear you ask? Well, we want to share some analysis from @Nextwealth which shines the spotlight firmly on our friends in the platform industry, highlighting those that seem somewhat intent on wiping out the homes of Mr and Mrs Sloth as well as those platforms that have made a concerted effort to pull themselves into the digital age.

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Advisers have for too long been left scratching their heads, wondering as to why platforms with all their resources have not been able to remove paper from their processes, made all the more perplexing given that you can apply for a mortgage on your phone! Often such questions have been met with a derivative of “regulator says no“, akin to the “it’s for health and safety reasons”.

Advisers have for too long been left scratching their heads, wondering as to why platforms with all their resources have not been able to remove paper from their processes.

Well, the current pandemic and the rapid about-turn from many platforms regarding wet signatures “don’t send us any paper because of the virus” rather than “we only take original copies signed in the client’s blood” suggests things can and should change!

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