Secure Storage
- Can I request complete scanned copies of my customers signed estate planning documents?
- What is View’s secure storage process?
- How do I access documents for my customer when they have lost capacity?
- Why would I store documents with View legal when there is a fee to access them?
- Why is there a fee to release my customer’s documents from secure storage?
- I am the adviser and I lodged the document – I should be able to request the release of it without all this drama
- Should advisers maintain certified copies of documents before sending them to View’s secure storage facility?