Financial Services & IFAs
E-Signature Software for UK Financial Advisers & IFAs
Collect client signatures on suitability reports, fact finds, and fee agreements — digitally, securely, and with a full FCA-friendly audit trail.
UK financial advisers and IFAs operate under strict FCA compliance requirements. Every client instruction needs to be documented. VedaSign makes it easy to collect legally binding digital signatures on suitability letters, fee disclosure agreements, and Letters of Authority — with a full audit trail stored on UK-only servers. At £15/month, it's the most cost-effective compliant e-signature solution for UK financial services.
Common Use Cases
Suitability Letters & Reports
Get client sign-off on suitability reports before executing recommendations.
Fee Disclosure Agreements
Collect signed confirmation of your charges as required under FCA COBS rules.
Letters of Authority
Get clients to sign LOAs for pension, insurance, and investment providers.
Client Agreement & Terms of Business
Onboard new clients with a professionally signed service agreement.
Annual Review Sign-Offs
Document client approval of annual review recommendations digitally.
£15/month
Unlimited users · Unlimited documents · UK data hosting
No per-user fees. No document caps. No hidden charges. Cancel anytime.
Start Your 14-Day Free TrialFrequently Asked Questions
Is VedaSign compliant with FCA requirements for client documentation?
VedaSign provides legally binding signatures with a full audit trail (timestamps, IP addresses, signed document hash). This supports FCA record-keeping obligations under COBS. Always verify specific suitability with your compliance officer.
Is client financial data stored in the UK?
Yes. All documents and data are stored on UK-only servers, making it straightforward to meet FCA and UK GDPR data residency requirements.
Can elderly or less tech-savvy clients sign easily?
Yes. Clients just click a link in their email and follow a simple, clear signing process — no account or app needed.
Does VedaSign provide a DPA for compliance files?
Yes. A full Data Processing Addendum is available on request at privacy@vedasign.uk.