Last updated: 28 May 2026
These terms cover use of BrokerLedger, supplied by Ai Broker Solutions Ltd ("we", "us"). By subscribing to or using BrokerLedger you agree to them. Plain summary first, detail below.
Each plan includes a monthly fair-use allowance, measured per ICO licence. These are the current limits — we may adjust them from time to time, and the figures here are the source of truth.
| Limit | Allowance |
|---|---|
| Statements per client | Up to 3 months |
| Accounts (banks) per client | Up to 5 |
| Clients processed per ICO licence | Up to 25 per calendar month |
| Licences — Solo advisor | 1 ICO licence |
| Licences — Growth | 5 ICO licences |
| Licences — Max | 6 or more ICO licences |
| Licences — Broker Network | Managed pool (by agreement) |
These limits are a fair-use allowance, not a hard cut-off mid-case. If your usage regularly approaches a limit, we'll get in touch to find the right plan rather than interrupt a live case. We reserve the right to manage or temporarily limit usage that is well beyond a plan's allowance.
New users can try BrokerLedger free for 14 days. The fair-use limits above apply during the trial.
BrokerLedger is licensed, not sold, on a monthly subscription per ICO licence. Each licence is for use by the registered advisor or firm it is issued to. The Broker Network plan is provided under a separate written agreement.
Use BrokerLedger only for legitimate affordability assessment of your own clients, and only with the appropriate permissions in place. Do not attempt to resell, reverse-engineer or share licences outside your subscription.
You decide which client data is processed and why, and you remain the data controller for that data. You are responsible for your own regulatory obligations, including your ICO registration and your conduct obligations as a broker.
BrokerLedger is a tool to speed up and standardise affordability work; the adviser remains responsible for reviewing and signing off each case. The software is provided "as is" to the maximum extent permitted by law. Nothing in these terms limits liability that cannot be limited under UK law.
We may update these terms and the plan limits. The "last updated" date above shows the current version. Material changes will be notified to active subscribers.
Questions about these terms? Email [email protected].