Disclosure of Representation in Trading Services
Streamline Disclosure of Representation in Trading Services with secure remote signing.
Overview
With Iluminai, you can send the Disclosure of Representation in Trading Services form to your Client(s) by email for review and digital signature. The Client(s) will receive a link that will direct them to a page where they can read the Disclosure of Representation in Trading Services form, and sign electronically from their own device. You send the request to up to two Clients (for example, multiple parties involved in the same transaction), helping you streamline compliance, reduce back-and-forth, and keep documentation organized in one place.
Sending a Disclosure of Representation in Trading Services form
- From the Dashboard, click the New Form button in the top-right
- Select BCFSA Disclosure of Representation in Trading Services
- Disclose whether or not you are representing them as your Client
Note: Team name and Team members will be filled in automatically if you are part of a team in Iluminai.
- Fill in the Client(s) information and click Create
Note: If your clients share an email address, you can enter the shared email address for Person 1 and leave Person 2's email address blank.
- A confirmation dialogue will appear, summarizing the recipient(s) that will receive the form. Click Confirm to send the form to your client(s)
