Signing and scheduling for New Zealand financial firms
Financial firms in New Zealand sign a great deal before any money moves: onboarding forms, advice agreements, mandates and risk disclosures. SignAndGo and BookAndGo bring that signing and the client meetings around it into one platform.
How financial firms handle onboarding and advice
Taking on a client means account opening forms, know-your-client declarations, advice agreements, investment mandates and risk disclosure acknowledgements, often several in one sitting. Firms regulated by the Financial Markets Authority (FMA) under the Financial Markets Conduct Act 2013, from licensed financial advice providers to fund managers, are expected to keep clear records of what each client agreed to. SignAndGo lets you send a pack of documents for signing, see exactly what is outstanding, and file the signed set with the signing trail attached.
Advice runs on meetings: onboarding sessions, annual reviews, portfolio updates and the occasional urgent sit-down. BookAndGo lets clients pick a time that suits them, sends reminders so fewer slots are missed, and keeps every adviser's calendar in one view, so the diary is never the reason a review slips.
What you can do today
Get client packs signed
Send account opening forms, advice agreements, mandates and disclosures as one pack, see what each client still has to sign, and file the completed set with a full signing trail.
Book advice and reviews
Let clients book onboarding sessions and annual reviews at a time that suits them. Reminders cut no-shows, and every adviser's calendar sits in one view.
Keep the records
Signed agreements and a clear record of who signed, and when, sit together in one place rather than scattered across inboxes. For a New Zealand workspace, your documents, records and files are stored in Australia (Google Cloud, Sydney), with your account details also in Sydney and sign-in and payments in the United States.
Ways financial firms use it
A few of the signing and scheduling jobs SignAndGo and BookAndGo handle.
- Send onboarding and know-your-client packs for signing, and see at a glance what each client still owes you.
- Get advice agreements, mandates and risk disclosures signed before the engagement begins.
- File every signed document with a record of who signed and when, ready if you ever need to show it.
- Let clients book onboarding sessions and annual reviews online, with reminders that cut no-shows.
- ShareAndGo, for secure data rooms, is coming to New Zealand, for the diligence documents larger clients and auditors ask to see.
Bring client signing and meetings together
SignAndGo and BookAndGo for New Zealand businesses, with a free trial.
View pricing