In today’s busy world, you want to be spending less time on admin and more time servicing your clients.

And your clients expect a flexible experience that lets them get on with their lives.

That’s why we offer digital consent on North so your clients can approve your requests without needing to print or sign any paperwork.

Secure and traceable, it adds up to a smoother experience all round for you and your clients.

  • You can use digital consent for advice fees (super and pension) and bank detail changes.
  • You can send requests to clients while they’re in your office so they can immediately consent.
  • And you’ll get confirmation straightaway – no need to wait for the North Service Centre to validate

Digital consent is super simple for you...

1. START | Select North Online digital consent

2. REVIEW | Download and check documents

3. UPLOAD | Add extra advice documents with advice fee consent to bundle your consents together

4. NOTIFY | Opt in or out of notification emails 

5. CONFIRM | Simply tick the box...

6. SEND | ...and send the email or SMS to your client 

7. TRACK | You'll receive a confirmation email once the client has responded and you can view a list of requests.

...and your clients

1. VIEW | Your clients can view the request by logging in to North Online, opening the app or clicking on the email link1

 

2. REVIEW | Your clients can download and read through the documents, and easily get in touch with you if they need to check anything. 

 

3. RESPOND| Your clients can simply click a button to Approve or Decline

 

3. TRACK| Your clients will receive an immediate confirmation email and they can view a list of requests at any time. 

 

Did you know? 

You can bundle other advice documents together with advice fee consent and send to your clients in one go using our document upload feature.

 

 

And don't just take our word for it...

 

"We've benefited greatly from North's digital consent process. It's freed up a lot of resources and helped us enourmously."
Anthony Jury, Financial adviser, Anthony Jury & Associates2

 

Reach out to your BDM to learn how switching to digital consent can free up your time and amplify your advice.

We’ve also created a simple guide on how to use North digital consent that you can share with your clients.

It’s just another way we’re continuously improving your North experience.

Want more information?

Request a call back

Improvements to the Death Benefit process

23 April 2024 We’re notifying clients and advisers that we’re making some important improvements to our Death Benefit nomination and payment processes, to make it easier to make a death benefit nomination and allow for quicker payment of claims where there isn’t a valid nomination. The changes will also provide further certainty around claims. Read more

Significant Event Notice to clients - May

23 April 2024 We’re writing to all North clients between 6-31 May 2024 via a Significant Event Notice (SEN) to let them know we’re making updates to some Terms and Conditions, related to their account. Read more

Four ways North’s new interactive client reporting can transform your reviews

22 April 2024 Alongside one of the strongest platform integrated ROA capabilities, and innovative features like North’s risk profiles, we’ve now introduced an all-new interactive client review tool. And it’s making a real difference for advisers. Read more

What you need to know

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) for professional advisers only, regarding enhancements on our North Platform. North and MyNorth are trademarks registered to NMMT.

1 All of these options are available for clients where North has a validated mobile and email address. If North has an email only, the client will not have the option to use an email link as this requires an SMS verification.

2 Anthony is an Authorised Representative (285732) of MASU Financial Management (AFSL 231140).