IDEALX IDEALX LEGAL LIBRARY
Agreements & policies.
Find the terms for your account, investments and Console services.
23 documents · Published 28 September 2026
Account and payments
Client Services Agreement
Your relationship with Idealx and how accounts and services operate.
Service Schedules
Terms for the individual services available through your account.
Fee Schedule
Platform and transaction fees for the services you select.
Direct Debit Request and Service Agreement
Authority and service terms for debits from an external bank account.
Payment Provider Notice
How payment providers participate in your account services.
Client Cash Placement and Earnings Agreement
Cash holding, permitted placement, earnings and withdrawal arrangements.
Managed investing
MDA Client Agreement
The core agreement for discretionary management of eligible accounts or allocations.
Auto Pilot Mandate
Whole-account investment management under your agreed mandate.
Auto Pilot Fee Schedule
0.99% p.a. management and the 15% performance-fee calculation.
Managed Strategies Mandate Schedule
Separate mandates for selected managed investment allocations.
Strategy Service Schedule
Strategies where you approve investment changes before they are implemented.
Client Asset Use Programme Agreement
Separate optional terms for an approved client asset-use programme.
Platform Asset Return Undertaking and Guarantee Deed Poll
The Platform undertaking for assets covered by the separate programme.
Console and partners
Console Services Agreement
Terms for firms using the Idealx Console.
Console Data and Service Cooperation Schedule
Data handling and service cooperation for Console firms.
Console User Access Terms
Access responsibilities for individual Console staff members.
Console KYC reliance and onboarding assistance schedule
Responsibilities for onboarding assistance and approved KYC arrangements.
Fund Provider Services Agreement and commercial schedule
Terms for fund providers using Idealx.
Policies and authorities
Privacy Policy and Collection Notices
How personal information is collected, used, shared and protected.
Complaints Policy
How to raise a complaint and access dispute resolution.
Financial Services Guide
Financial service providers, remuneration and complaints information.
Client Authorities
Permissions for firms, advisers, fees and specific instructions.
Service and Disclosure Particulars
The account-specific details supplied with your chosen services.
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Your account shows the agreements for the services you choose. Privacy and complaints policies are available without signing in. Some services need additional account-specific documents and separate consent.