We should all know by now that emails are not secure! No professional advisor should be asking a client to send their passport, driving licence or bank statement by email. It isn’t safe for the client and it risks the advisor’s reputation if their email server is compromised and the ID documents are hacked. Stop using emails!
In the “new normal” where meeting clients face-to-face is not easy, possible or expected, Alpha Legal provides the solution to the problem of securely requesting, capturing and sending ID documents as part of the client on-boarding process.
This article was submitted to be published by Alpha Legal as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
