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PMS / AIF
Get investor onboarding kits eSigned and eStamped - slashing onboarding TAT from weeks to minutes
Aadhaar eSign via OTP - with audit trail
eStamp Power of Attorney
Comply with SEBI + APMI digital onboarding rules
10+ PMS & AIF companies use Leegality for digital investor onboarding
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SEBI + APMI have specific requirements for digital investor onboarding - Leegality helps you comply with all of them
Clause 5. 13 of SEBI APMI SOP
The investor to eSign the PoA, the account opening form, and the agreement via Aadhaar OTP
Leegality helps affix the investor’s Aadhaar eSign on the investor onboarding kit
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Clause 5.12 of SEBI APMI SOP
PoA to be eStamped
Leegality helps affix compliant eStamps on PoA across 31 states/UTs
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Clause 5.14 of SEBI APMI SOP
Audit Trails to have 7 mandatory details
With Leegality you get an Audit Trail of each kit eSigned, containing 7 mandatory details
Date & Time of eSign
IP & Geolocation of eSign
Details of clients & Portfolio Manager
Authentication type such as OTP
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ASK Asset & Wealth Management uses Leegality for their investor onboarding
Try a live 5-minute demo of Leegality now
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In our custom demo, we will:
Discuss your use case for 20 minutes before demo day
We’ll prepare a custom demo tailored for your use case - you can ask us anything in this
We’ll give you a free sandbox testing account
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Frequently asked questions
What about the custody AOF and fees declaration, where the client is required to provide a handwritten declaration — how do you digitize that?
The handwritten declaration requirement applies to physical signing. In a digital onboarding flow, the APMI SOP Clause 5.31.1 requires the client to type the declaration instead.
You can do this by creating a digital template of the onboarding kit and providing a field to type out the declaration.
How can signing be done from the PMS provider side?
PMS/AIF companies can use any of the following IT Act eSign types:
- Doc Signer — Your company's eSign is affixed automatically once the client has eSigned. No manual action needed.
- DSC Token — Your team plugs in a DSC token manually. Up to 500 documents can be eSigned in a single session.
- Aadhaar eSign — Your RM eSigns using their Aadhaar via OTP.
I want customers to see my branding during eSign. Is that possible?
Yes. With Leegality, you can customize the entire eSign journey, like eSign invite message, interface colors, and place your logo on the screen, etc. See more here.
What if there are multiple holders or signatories on the investor's side?
The number of signatories is entirely your choice. While creating the workflow, you simply add as many signers as you need to get the agreement eSigned from.
Should the PoA be eStamped and signed separately, or can it be part of the onboarding kit?
You can do it both ways - if you want, you can add the PoA to the onboarding kit in the same Workflow and eStamp it OR create a separate Workflow to eStamp and eSign the PoA.