Last updated: 22 October 2026
How regulation, authorisation and service availability apply across Intelligent.
1. Regulatory approach
Intelligent develops and brings together financial technology, research tools and service experiences. The regulatory treatment of an activity depends on what the activity involves, where it is offered and which legal entity is responsible for it. A single brand or website does not mean that every product is subject to the same licence or investor-protection regime.
2. Service-specific permissions
Investment advice, portfolio management, trade execution, custody and other regulated activities are distinct services. Where a service is available, the applicable legal and regulatory terms are determined by the responsible service provider, its permissions and the client’s location. Product descriptions and development roadmaps should not be interpreted as evidence that a particular regulated activity is available in every market.
3. Your contracting entity
For any regulated service, users should identify the contracting entity and its role from the applicable service documents before proceeding. Technology, advice, brokerage and custody can involve different providers and separate responsibilities.
4. Availability and eligibility
Access may be restricted by location, residence, client classification, identity checks, applicable law or product-specific criteria. Availability and access may depend on eligibility, operational conditions and applicable requirements.
5. Investor protections
Safeguarding arrangements, complaints processes and any compensation or deposit-protection scheme depend on the responsible provider and the type of asset or account. No protection should be assumed solely because a service is described as regulated. Investment losses caused by market movements are generally not covered by such schemes.
6. Verification
Regulatory credentials should be verified against the relevant provider’s contractual documents and the official public register of the competent authority. If the information applicable to your service is unclear, seek clarification through Intelligent’s official contact channels before proceeding.