Become a professional client

You might qualify if you meet two out of the three criteria below:

  • You've carried out a minimum of 10 significantly sized transactions at a frequency of 10 per quarter over the previous four quarters.
  • The size of your investment portfolio, including cash deposits and financial instruments*, exceeds €500,000
  • You've worked (or work) in the financial sector for at least one year in a professional position, which requires knowledge of the transactions or services envisaged

Apply for professional status
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The features of being a professional client

Every new client of XTB is automatically a Retail classified client unless they decide to upgrade to be an Elected Professional. Please read the following information carefully and then use the form above to confirm whether you'd like to opt-up from a retail to professional client with XTB. We'll then get in touch for next steps.

 


Features you keep

  • Segregation of your money - we'll continue to segregate your money according to existing conditions
  • Financial Services Compensation Scheme - you'll still be eligible for FSCS protection up to £85,000 you hold with us
  • Financial Ombudsman Service - you're still able to use the FOS for complaints should you not be satisfied with the service we provide
  • Right to request - a different categorisation at any time, if you wish to be classified as a retail trader once more
  • Negative balance protection - professional clients with XTB benefit from negative balance protection, meaning losses cannot exceed, but may include, all deposited funds. Not all brokers offer this feature!

Features you lose

 

  • Risk warnings - XTB will no longer be required to provide you with the current risk warnings for retail clients or any standardised risk warning that is introduced in future in relation to transactions in complex financial products
  • Communications and financial promotions - Certain FCA or equivalent rules relating to the form and content of information provided by XTB do not apply, including those relating to communications and financial promotions
APPLY FOR PROFESSIONAL STATUS

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