From approved clauses and the data of the case, the finished contract assembles automatically - consistent, up to date and ready for approval. No copy-pasting from old Word files, no outdated templates.
The starting point
An existing template gets copied, edited by hand and emailed around. Along the way, outdated clauses, typos and version chaos creep in - exactly where it gets expensive.
The contract journey
Five steps, one journey - from the template to the signed, filed contract. Click your way through.
In the designer
Assemble contract blocks, conditions and required fields by drag-and-drop - no IT project, no developers.
The first applicant is hereby granted the authority to make all investment decisions concerning the joint account / securities account alone:
Where ongoing asset management relates to a joint account / securities account with several authorised persons, we are under a regulatory obligation to determine from which specific person we should collect the client data.
Based on this designation, we will only ask the aforementioned person about their investment objectives, their knowledge and experience in securities transactions, and their financial circumstances, and use these as the basis for our suitability assessment.
Note: With this designation, the aforementioned person receives sole power of representation and thus the ability to decide alone.
The result
Consistent, current and traceable - from the first draft to tamper-proof filing.
Every contract is built from the same approved, always up-to-date building blocks.
Maintain centrally - every new contract uses the current version automatically.
From case to approval-ready draft - without copy-paste.
