For single-factor authentication, the email address or mobile number will be used to verify the consent of the client. For two-factor authentication, both the email address and mobile phone number will be used to verify the consent of the client.
CFS recognised electronic signature providers
Adobe Sign
Annature
Box Sign
DocuSign
FuseSign
GetAccept
DropBox Sign
IRESS/XPlan
JustSign
Nitro Sign
OneSpan
PandaDoc
PleaseSign
SignNow
Workiro
More enhancements
Sign on Glass is also now accepted. Your clients can provide their consent using their personal electronic device and are not required to print or scan paperwork.
To make client consent even easier for you and your clients, all forms approved for electronic signatures* are now accepted with single-factor authentication. Two-factor authentication remains available if it is your preference to authenticate forms with the additional layer of security.
Keep in mind
Single-factor authentication and two-factor authentication verification use your client’s current email address and mobile phone number, so please ensure these details are up to date.
Adviser contact details cannot be used in place of client contact information.
There are some forms or transactions, including change of bank details, where we may need to make a security call to your client to verify their identity or instructions. This is to protect against potential fraud.
What you'll need
You’ll need to have your own subscription to the electronic signature vendor of your choice in order to use this process, unless using the Digital Communications Tool via FirstNet Adviser, which remains unchanged.
See complete list of approved forms for FirstChoice and FirstWrap.
Here's how
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Download the form from our website and use your electronic signature provider to have your client electronically sign the form. Ensure SMS authentication is enabled if you wish to use two-factor authentication.
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When the forms have been signed and completed by your client, download the document. It is important to ensure that the electronic certificate/audit trail has been included with the form in one PDF document.
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Upload the document via e-Post ensuring that the Certificate of Completion with Envelope ID, Final Audit Report with Security Panel Banner or security certificate are included.
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
*Forms requiring witnessing cannot be accepted electronically.
Adviser Use Only
Avanteos Investments Limited ABN 20 096 259 979, AFS Licence 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. AIL is also the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of FirstWrap Plus Super and Pension and FirstWrap Super and Pension (closed to new investors 28 March 2011). Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments. CFSIL is also the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of products which includes the FirstWrap Plus Investments and FirstWrap Investments (closed to new investors 28 March 2011). This information is based on current requirements and laws as at October 2022. While all care has been taken in preparing the information contained in this document (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This document provides general information for the adviser only and is not to be handed to any investor. It doesn't take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The FirstChoice PDSs and the FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36 and FirstWrap PDSs, FSGs and IDPS Guides can be obtained from www.firstwrap.com.au or by calling us on 1300 769 619.