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PROFESSIONAL CLIENT APPLICATION FORM DECEMBER 2020PROFESSIONAL CLIENT RECLASSIFICATION DECLARATION AND REQUEST FORM In accordance to the Markets in Financial Instruments Directive (IFID II), we may
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How to fill out professional client re-classification declaration

01
Obtain the professional client re-classification declaration form from your financial institution.
02
Read the form carefully and familiarize yourself with the requirements and instructions.
03
Provide your personal information accurately, including your full name, date of birth, contact details, and any other required identification information.
04
Indicate your current client classification and the reason for requesting a re-classification as a professional client.
05
Ensure you meet the necessary criteria for being classified as a professional client, such as having relevant experience, expertise, or meeting specific financial thresholds.
06
If applicable, provide additional supporting documents or evidence to support your request for professional client re-classification.
07
Review the completed form for any errors or missing information before submitting it to your financial institution.
08
Submit the filled-out professional client re-classification declaration form to your financial institution through the prescribed channels, which may include online submission, in-person submission, or mailing it to the relevant department.
09
After submitting the form, wait for confirmation or further instructions from your financial institution regarding the outcome of your professional client re-classification request.

Who needs professional client re-classification declaration?

01
Professional client re-classification declaration is typically needed by individuals or entities who wish to be classified as professional clients in the financial industry.
02
This may include experienced investors, high net worth individuals, institutional investors, or professionals operating in the financial sector who meet specific criteria set by regulatory bodies.
03
These individuals or entities may benefit from certain privileges or services that are not available to retail clients.
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Professional client re-classification declaration is a form that allows individuals or entities to declare their status as a professional client in accordance with regulatory requirements.
Any individual or entity seeking to be classified as a professional client is required to file the professional client re-classification declaration.
The professional client re-classification declaration typically requires providing information about the individual or entity's financial status, trading experience, and investment knowledge.
The purpose of the professional client re-classification declaration is to ensure that individuals or entities are classified correctly under regulatory guidelines.
Information such as financial status, trading experience, and investment knowledge must be reported on the professional client re-classification declaration.
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