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Download Our Sample Electronic Delivery Authorization

Are you delivering documents to your clients electronically?

Prior to engaging in electronic correspondence with your clients, it is important you have them sign an electronic delivery authorization. We recently created a free sample Electronic Delivery Authorization form you may find helpful. The one page document outlines the following:

  • What types of documents you may deliver electronically to your clients.
  • To where the electronic correspondence will be sent.
  • How long the authorization form is valid for.

 

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Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.