Mako enables you to easily create a written consent and send it out for signature. This feature is accessed directly from the Main Menu by clicking on Consents.
To create a new consent:
Note: Consents must be linked to a product (bond, stock, or fund). They also require a title and text.
Recipients will be alerted via email and will be able to sign the consent electronically. Once all parties have signed, Mako generates and stores a downloadable pdf copy of the consent with all the signatures on it. The consent file can be accessed via the Consent tab on the side bar.