You can now offer clients a faster, more convenient way to complete non lapsing death benefit nominations, with electronic signatures accepted for all Super and Pension accounts - new and existing.
This change helps streamline consent, reduce paperwork and improve the overall client experience.
What’s changed?
Previously, non lapsing death benefit nominations required physically signed, paper based forms.
North now accepts electronic signatures for non lapsing nominations, provided they meet specific requirements.
Once submitted, you can track progress and outstanding items via Activity Management, giving you full visibility throughout the process.
What you need to know
- Electronic signatures must be completed using a North approved electronic signature provider
- A certificate of completion must be included with the submission
- This change applies only to non lapsing nominations. Lapsing nominations remain paper based
- You can find more information on accepted electronic signature providers and requirements in North Online under Support > Training material > How to guide on the forms North will accept with an electronic signature.
Why this matters
Electronic signatures help you:
- Reduce turnaround times
- Minimise manual handling and printing
- Provide a smoother, more modern client experience
- Maintain compliance while working more efficiently
Need support?
Your BDM or North Training Consultant can help you get started or answer any questions.
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Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
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