How to be reclassified as a Professional Client

Two out of the three Criteria below are required:

  • Carried out at least 10 trades per quarter with a total volume of transactions at least 500'000 EUR  (Leveraged).

  • Size of your Investment Portfolio (excluding illiquid assets such as real-estate properly etc) should exceed €500,000*

  • You've worked (or work) in the financial sector, or a relevant position within another sector, for at least one year in a professional position, which requires knowledge of the transactions or services envisaged

Request Reclassification to Professional Client

Comparisson between professional and retail clients
How will the ESMA** product intervention affect the amount of required initial margin?
Example: Transaction of 1 Lot (equal for 100 000 EURO nominal value) on EUR/USD