Legal

Electronic consent

Draft template This page is a placeholder written to show structure. It has not been reviewed by legal counsel and is not a binding agreement. It must be reviewed and replaced before launch.

1. Consent to electronic delivery

[State what documents will be delivered electronically: statements, notices, disclosures.]

2. Hardware and software requirements

[Browser, device, PDF reader and email requirements.]

3. Paper copies

[How to request paper copies and any fee.]

4. Withdrawing consent

[How, and the consequences.]

5. Updating contact information

[How to keep email and phone current.]