Open Documents, then Agreements, choose the agreement, and choose Review & Sign. You review the full document before you sign.
If you are in the middle of an investment application, the Sign Documents step takes you through each document in order. You can sign while your accreditation is still being checked. Documents waiting for you also show on your Home page under Needs Your Attention.
Sign an agreement
- Open Agreements.
- Choose the agreement.
- Choose Review & Sign and follow the prompts.
You may also see Sign your investment forms under Needs Your Attention on your Home page.
Download a signed copy
Open the completed agreement in Agreements and choose Download Signed PDF.
Online signing not available
If online signing is not switched on for your sponsor, the application tells you. Your sponsor will send your documents another way.
Signing for someone else
You can only sign for an investing account if you have signing permission for it. If you need to sign for a trust, company, or another person, ask your sponsor or see How Do I Add Someone Who Can Act for My Account?
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo