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What Terms and Agreements Do I Need to Accept?

You’ll be asked to accept different terms at key stages—during onboarding, when opening an account, and when accessing investment services.

To use Yeeld and access its full range of features, you’ll need to accept certain terms and agreements at different stages. These are in place to ensure transparency, protect you as a user, and meet legal and regulatory requirements.

During onboarding (getting started)

When you first create your Yeeld account, you’ll need to accept:

  • Platform Terms & Conditions
  • Privacy Policy

These are required to:

  • Legally use the Yeeld app
  • Understand how your data is handled and protected
  • Ensure clear and fair use of the platform in line with regulatory expectations

You won’t be able to proceed without accepting these.

When opening a Yeeld account

If you choose to open a Yeeld account (for holding and moving money), you’ll also need to accept:

  • Account Terms & Conditions

These cover:

  • How your account works
  • Your rights and responsibilities
  • How payments and balances are managed

This is required before you can start using account-based features.

When opening investment accounts

If you decide to open an investment product such as:

  • ISA (Individual Savings Account)
  • SIPP (Self-Invested Personal Pension)
  • GIA (General Investment Account)

You’ll need to accept:

  • Investment Terms & Conditions

These outline:

  • How investments are arranged and managed
  • The risks involved
  • The role of Yeeld and its partners in providing investment services

This aligns with regulatory requirements to ensure you can make informed financial decisions.

Where to find your documents

Once accepted, all of your terms and agreements are saved in the “My Documents” section of the app, where you can review them at any time.

Updates to terms

From time to time, we may update our terms:

  • Minor changes
    These will be communicated via email. Continued use of the app after the update means you accept the changes.
  • Major changes
    A new version of the document will be issued.
    The next time you log in, you’ll be prompted to review and accept the updated terms.
    The new version will replace the previous version in your “My Documents” section.

Why this matters

Accepting these agreements ensures:

  • You understand how Yeeld works
  • Your rights and protections are clearly defined
  • Yeeld meets its legal and regulatory obligations

As part of its responsibilities, Yeeld must communicate clearly and help users make informed decisions about financial products and services

In summary

You’ll accept different terms depending on what you use:

  • Onboarding → Platform T&Cs + Privacy Policy
  • Opening an account → Account T&Cs
  • Opening investments → Investment T&Cs

Each step unlocks more features, with the relevant agreements in place to protect both you and Yeeld.