Skip to content
English - Australia
  • There are no suggestions because the search field is empty.

Are CAFs and additional client signatures handled in the platform?

Yes for the Client Authorisation Form, captured to ARNECC standards as part of the standard VOI flow.

Yes for the Client Authorisation Form (CAF) - the customer signs the CAF as part of the standard VOI flow, the signature is captured to ARNECC standards, and the signed CAF is stored alongside the transaction with the 7-year audit retention.

Multiple-document e-signing (DocuSign-style functionality where firms upload their own documents for the customer to sign as part of the same VOI session) is a priority enhancement on the roadmap, expected by end of 2026. Use cases include: trust deed acknowledgements, source-of-funds declarations, firm-specific terms of engagement, and witness statements. Until that ships, firms typically run e-signing via their existing DocuSign / Adobe Sign workflow alongside the easyAML KYC, with both records tied to the same matter reference.

Related articles