You will not be asked for any personal details unless you want to open an account.
However, you need to click confirm before proceeding to the portfolio tool to
You understand Managed Direct is a non-advised service and that
neither Ideal Financial Solutions or Intelligent Money have provided or charged you
for advice and that you have not sought or received advice.
Should you decide to proceed with your application, you acknowledge that and
confirm that you agree to Ideal Financial Solutions’s
0.25 % annual support fee