Terms of use

Compass is a financial-information and planning-illustration service. It combines information you provide with market data and explicit assumptions to help you understand your household position.

Compass is not a bank, broker, financial adviser, tax adviser, mortgage adviser or legal adviser. It does not execute transactions or hold client money.

You are responsible for checking imported positions, prices, balances, calculations and assumptions against authoritative records before relying on them. Do not use Compass as the sole basis for an investment, tax, borrowing, pension or legal decision.

Only add information you are entitled to use, including information about another household member.

The service may change, experience interruptions or withdraw experimental features. Compass will take reasonable care but cannot guarantee that every provider, price, estimate or AI output is complete, current or error-free.

Do not attempt to access another person’s data, evade usage controls, disrupt providers, introduce malicious content, or use Compass for unlawful activity.

The Privacy notice explains data handling. You may export or delete your account through Settings. Deletion is permanent once confirmed.

Contact privacy@compass.jencos.co.uk about these terms or the beta service.