Hi all,

 

How are others handling in-person eSign disclosures?  We would like to give customers the option to receive an email rather than printed copy of their disclosures.  The eSigned docs are sent through Synergy eSignWeb (Adobe Sign) just as remotely signed documents would be.  However, our legal/compliance team is questioning how we can comply with regs, such as RegDD, that require us to present certain disclosures prior to account opening and in a retainable format.

 

Remotely eSigned documents are not an issue since the customer can save a pdf version as part of the signing process. It’s the in-person eSigned documents where the customer is only provided a retainable copy if we print or when they open their e-mail sometime after account opening.

 

Is anyone providing a paperless account opening when documents are eSigned in-person?

 

 

Ken Barber
Manager IT Client Administration
Univest Financial Corporation
16 Harbor Place | PO Box 197 | Souderton, PA 18964
P 267-954-2983 | xxxxxx@univest.net

 

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