IDEALX Access responsibilities for individual Console staff members. The terms below apply to the service you select and the account details supplied with it.
Definitions and interpretation #
| Term | Meaning |
|---|---|
| Platform | Idealx Platform Pty Ltd, ACN 694 912 126, ABN 83 694 912 126. “Idealx”, “we” and “us” refer to Platform for its services unless this document expressly identifies a different provider. |
| Firm | the professional, advisory, accounting or fund business identified in the accepted Console application or Client Authority, in the role stated there. |
| Console | Idealx’s business interface, including authorised staff access, supported integrations and conversational tools. Access does not by itself confer a financial services licence or Client mandate. |
| Client | the individual or legal entity identified as the account holder in the accepted application, including each trustee in its recorded capacity. “You” and “your” refer to that Client, except where this document expressly addresses an individual Console user or Firm. |
| Client Authority | the electronically accepted appointment, permission or deduction authority identifying the Client, authorised person or recipient, accounts, scope, limits and duration. |
| Atlas AI | the supported Idealx conversational and assistance tools, including Atlas, Agent X, AtlasX and successor names. These tools operate within the same recorded authority as other channels. |
| MDA | a managed discretionary account service under an accepted Investment Program, allowing its properly appointed manager to make investment decisions within that program without approval of each trade. |
A specific meaning or rule in the relevant service clause prevails over a general definition. References to an accepted schedule or record mean the version supplied for that service, not an undisclosed internal policy. Mandatory legal rights and obligations are not displaced by these definitions.
In these terms, “you” means the individual accepting the Console invitation, rather than the Firm or a Client whose account you may access.
About this agreement #
These terms apply between Idealx Platform Pty Ltd, ACN 694 912 126, and the individual accepting an invitation to use Console for the identified Firm. The invitation record identifies the user, Firm and approved role. The Firm's authorised signatory accepts the Console Services Agreement separately.
1 Your access #
Use Console only for the Firm's approved activities and the Client accounts and powers assigned to you. You confirm your identity and authority to act in that role. Your login does not appoint the Firm, enlarge a Client mandate, authorise your own fees or create an AFSL permission. Request additional access through the approved process.
Protect credentials, use required authentication and do not share accounts, bypass controls, impersonate a Client, conceal instructions or give another person your approval codes. Promptly notify the Firm administrator and support@idealx.com of suspected compromise, erroneous instructions, role changes or departure from the Firm. Platform may restrict affected access proportionately for security, invalid authority or material misuse.
An individual Console user may manage an MDA only within a separately verified provider appointment and assigned mandate. Staff or AI actions cannot bypass trading locks or accept a client’s new mandate without valid authority. Existing account security and complaint access remain available.
2 Instructions data and AI #
Check the Client, account, beneficiary or asset, amount, fees and approval requirements before submitting. Distinguish preparation from approval and execution. Do not confirm for a Client where their own approval is required. Atlas or other AI output does not replace those checks or confer authority.
Use personal and confidential information only for approved work and lawful recordkeeping. Do not sell it, disclose it to unauthorised recipients, use it for unrelated marketing or upload it to unapproved AI services. Follow the supplied collection notices and security requirements. Platform records relevant access and instruction events under its Privacy Policy; do not place unnecessary secrets in messages.
3 Ending access and responsibility #
The Firm or Platform may remove your role consistently with the Firm agreement and applicable law. You must stop accessing accounts when your authority ends. Access termination does not remove Client rights or authorise deletion of required records. Necessary confidentiality obligations continue.
You are responsible for your own conduct to the extent required by law and these terms. These terms create no personal guarantee of the Firm's fees, no unlimited employee indemnity and no waiver of mandatory rights. Platform remains responsible for its own obligations. Victorian and applicable Commonwealth law govern, with non-exclusive Victorian court jurisdiction and mandatory complaint and forum rights preserved. Notices and complaints may be sent to notices@idealx.com and complains@idealx.com respectively.
4 Electronic acceptance #
By accepting your invitation, you agree to these Console User Access Terms for the Firm and role identified on the invitation. Your authenticated acceptance is recorded with the terms and timestamp, and an accessible copy is supplied. Accepting your individual access terms does not execute the Firm’s agreement or a Client mandate.