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Insurance & Finance

You're regulated. Your signing process should be too.

Insurance applications, investment mandates, advisory agreements — every document you send carries compliance weight. swipesign makes sure the signature does too. eIDAS-compliant, audit-ready, and built so you can focus on the advice, not the paperwork.

eIDAS 2.0AES & QES includedCourt-admissible audit trailHosted in Europe
Built for insurance & finance

Advice secured. Signatures done

swipesign makes sure the signature carries the same compliance weight as the advice — eIDAS-compliant, audit-ready, and qualified signing without any special hardware.

  • Meets the regulatory bar every time
  • Full audit trail, zero gaps
  • QES via mobile — no card reader
Advisory Agreement.pdf2 signers · QES
Complete
Signing progress2 / 2
SM
Sarah Miller
Client · QES
MR
Mark Reynolds
Adviser · QES
Completed in3m 12s
Download
Why swipesign

Made for the way you work

Meets the regulatory bar

eIDAS-compliant signatures built to satisfy your compliance team.

Full audit trail, zero gaps

A timestamped, sealed trail on every document, ready for review.

No hardware required

Qualified signing via mobile ID — no card readers, no USB tokens.

What you can sign

Every document that has to hold

Policy documents
Credit & loan agreements
Advisory records (QES)
Account opening
Claims forms
Mandate agreements
In practice

An advisory mandate, signed and audit-ready in one sitting

How the platform around the signature keeps a regulated process clean from start to finish.

AC
Anna CostaAdviser · independent financial firm

A client wants to start an investment mandate today, but compliance needs the advice <b>documented and signed with a full audit trail</b> — and the client has no card reader.

16 minAdvised, signed and sealed — start to finish
Safe data transfer

Anna shares the suitability report and mandate behind a verified-identity gate — sensitive financial details stay protected, every access on record.

Smart features

The client queries the fee schedule. swipesign's summary surfaces the amended clause and flags exactly where each party still needs to sign.

Inside PDF editor

A wrong risk-profile figure slips through. She corrects it inside swipesign — no re-export, no second version to reconcile against the audit trail.

Unknown signer

For a joint account she isn't sure who co-signs, so she sends to the clients' shared inbox and lets them nominate the authorised signatory.

Interactive PDFs

The client confirms they understand the risk disclosures in a short form before signing — captured cleanly and bound into the regulator-ready record.

How it works

From upload to legally signed — in three steps

01

Upload & prepare

Drop in a PDF or pick a template, then place signature fields where they belong.

02

Invite & verify

Add signers, choose AES or QES, and let guided identity verification handle the rest.

03

Swipe & archive

Signers sign with one swipe; you get a sealed PDF/A with a court-admissible audit trail.

Every signature comes with the audit trail our regulator expects — by default.

Head of Compliance · European advisory firm

Ready to make compliance effortless?

eIDAS-compliant, audit-ready, no hardware required.