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Certyneo

Electronic signature Banking United Kingdom

Sign account agreements, mandate authorisations and KYC documentation electronically.

Certyneo supports UK banks, fintech lenders and payment institutions in signing account agreements, payment mandates, customer verification documents and lending paperwork electronically. Compliant with UK COBS and ICOBS rules, FCA and PRA requirements, Payment Services Regulations 2017 (PSR 2017), Money Laundering Regulations 2017 (MLR 2017), and eIDAS-compliant signature standards, with a complete audit trail.

Jurisdiction
United Kingdom (GB)
eIDAS framework
UK eIDAS (retained) + Electronic Communications Act 2000
Hosting
IONOS Germany (EU)

Banking use cases in United Kingdom

Account opening and terms acceptance

Financial institutions can capture electronic signatures on account terms, product disclosures and customer data consent forms via a secure link. Each signature records identity, timestamp and device fingerprint; the audit trail meets FCA and PRA standards for evidence of customer consent under COBS and ICOBS.

Payment mandates and standing orders

Payment Services Regulations 2017 (PSR 2017) permit electronic mandates with documented customer authorisation. Certyneo captures the payer's authorisation with a timestamped signature and encrypted evidence, reducing dispute risk and supporting the institution's PSR 2017 compliance obligations.

KYC and customer due diligence (CDD)

Money Laundering Regulations 2017 require documented customer due diligence. Certyneo lets customers electronically confirm their identity and beneficial ownership details; each submission is time-stamped and archived with integrity, evidencing the firm's MLR 2017 compliance.

DocumentsBankingsignals in line

The documents that the sector most often signs with Certyneo:

  • Account opening terms
  • Payment mandate authorisations
  • Standing order consents
  • Customer due diligence (KYC) forms
  • Beneficial ownership declarations
  • Loan and credit agreements

What signature level should I choose?

The eIDAS Regulation defines three levels of electronic signature, which Certyneo covers and adapts to the required level.

The following shall be added:

For documents with low stakes (currency, purchase orders): immediate implementation.

The following is the list of the categories of products:

Linked to the signatory via email/SMS OTP and audit trail.

Recommended level for this sector

Qualified (QES)

The legal equivalent of a handwritten signature, with qualified certificate, for the most sensitive documents.

Banking and payment institutions need fast, streamlined customer onboarding with robust audit evidence for regulatory examination. Certyneo's electronic signature solution strikes the optimal balance of speed (mobile-friendly one-click sign), legal validity (eIDAS-compliant), and regulatory assurance (timestamped, identity-verified audit trail) for account opening, mandate and KYC workflows.

British legal framework

FCA and PRA conduct and prudential rules

UK banks and payment institutions must maintain contemporaneous evidence of customer consent under FCA Handbook rules (COBS, ICOBS) and PRA standards. Certyneo's electronic signatures with timestamped audit trail meet these evidence requirements and support regulatory examination under FCA and PRA supervision.

Payment Services Regulations 2017 (PSR 2017) and Money Laundering Regulations 2017 (MLR 2017)

PSR 2017 (implementing PSD2) permits electronic payment mandates with documented customer consent. MLR 2017 mandates documented customer due diligence and beneficial ownership records. Certyneo's encrypted, audit-trailed signatures and data retention (per GDPR and eIDAS standards) support compliance with both regimes.

How to sign a document in 4 steps

  1. 1

    Import your document

    Download a PDF or start from a template, and then place the signature, preface and date fields.

  2. 2

    Add the signatories

    Enter the recipients and the order of signature; each person receives a secure link via e-mail.

  3. 3

    Every sign in line

    Signers authenticate themselves (OTP e-mail or SMS) and sign from a computer or mobile phone, without creating an account.

  4. 4

    The Court of Justice has consistently held that the Commission's

    The signed document and its eIDAS evidence file are timestamped and archived.

Official legal sources

The applicable legal references, which can be found on the official websites:

Frequently asked questions — Banking United Kingdom

Can we capture electronic signatures on account opening documents and KYC forms?

Yes. UK banking regulations permit electronic signatures on account terms, customer declarations and due diligence forms. The electronic signature with Certyneo provides a timestamped audit trail that evidences consent and supports regulatory examination under FCA and Money Laundering Regulations 2017.

Do Payment Services Regulations 2017 allow electronic payment mandates?

Yes. Payment Services Regulations 2017 (PSR 2017), implementing PSD2, permit payment mandates and standing orders signed electronically with documented customer consent. Certyneo's timestamped signature captures the payer's authorisation with an identity record, reducing dispute risk and streamlining compliance documentation.

How does Certyneo help with Money Laundering Regulations 2017 compliance?

Certyneo lets customers electronically confirm identity and beneficial ownership information; each submission is timestamped and stored with integrity. This contemporaneous, audit-trailed record satisfies MLR 2017 customer due diligence requirements and supports your compliance file.

Going further

Get started in United Kingdom today

Permanent free plan (5 envelopes / month), no credit card required. eIDAS compliant, EU hosting, audit trail included.