Benefits for Private Bankers and Their Clients

When Private Bankers utilize Eurosign for Discretionary Portfolio Management Contracts, they experience numerous advantages that enhance their professional practice:

  • Reduced administrative time in handling portfolio management agreements
  • Enhanced client experience through convenient signing options
  • Faster onboarding of new portfolio management clients
  • Improved compliance with regulatory requirements

Eurosign's electronic signature solution, hosted in Europe and compliant with eIDAS regulation, ensures that every Discretionary Portfolio Management Contract signed through the platform maintains its legal validity across Europe and internationally. Private Bankers can confidently manage their client relationships while maintaining the highest standards of security and compliance.

The implementation of electronic signatures for Portfolio Management Contracts allows Private Bankers to focus more on strategic client relationships and less on administrative tasks. With Eurosign, Private Bankers can provide a modern, efficient, and secure signing experience that reflects the premium service their clients expect.

Portfolio Management Contract Template | Private Banking Documents