Managing documents on the go

With e-Consent, you can accept or reject documents related to your investment transactions in a flash, from your mobile or computer, in contact with your Private Banker. All you need are your digital banking credentials.

What is more, you gain complete control, as you are notified by email whenever there is a new document for you to accept, so you can complete the process immediately.

How to accept or reject documents online

Find out in detail how you can accept or reject documents through your digital banking, without visiting a branch.

1. Start the process

When you receive a message titled “Document sent for acceptance” on your registered email, you have to log into your digital banking on the same day, within a specific time frame, to accept or reject the relevant document.

Log into the mobile app from your mobile or web banking from your computer, with your credentials.

2. Locate and read the document

To locate the document:

  • Through the mobile app, from the top left menu choose: Profile > My documents > To be managed. Locate the document of the transaction to open it.
  • Through web banking, from the top right menu choose: Notifications > My documents > To be managed. Locate the document of the transaction and click on the 3 dots to open it.

Scroll down to the end to read the document and activate the “Agree” / “Disagree” options.

3. Accept or reject the document

To accept the document, choose “Agree” and:

  • Through the mobile app, approve the action with the 4-digit PIN or your biometrics.
  • Through web banking, enter the 6-digit verification code you receive on your mobile and choose “Continue”.

To reject the document, choose “Disagree” and then choose a reason for rejection from the drop-down list.

How to find older documents

To view the documents you have accepted, choose:

  • Through the mobile app – Menu > Profile > My documents > Completed > Investments
  • Through web banking – My documents > Completed > Investments

To view the documents you have rejected, choose:

  • Through the mobile app – Menu > Profile > My documents > Cancelled > Investments
  • Through web banking – My documents > Cancelled > Investments

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UCITS HAVE NO GUARANTEED RETURNS AND PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.