Execution Conditions
Professional Accounts
Eligible for professional client categorization under ESMA? We’ve got you covered.
Implications of being a Professional Client
Becoming a Professional Client has both advantages and inconveniences you should consider.
Monthly volume-based rebates
Dedicated account manager
Possibility to get re-categorized as a retail client any time
Not subject to ESMA leverage restrictions
Becoming a Professional Client means you may no longer be eligible for the Financial Services Compensation Scheme (FSCS).
Why should Professional Clients choose Ultrarevo?
Execution report with maximum transparency
Professional Client Requirements
To qualify for Professional Client status, you must meet at least two of the following three criteria:
You must have carried out significantly large transactions, in the relevant market, on average 10 per quarter over the previous four quarters.
The size of your financial instrument portfolio, including cash deposits and financial assets, must exceed 500,000 EUR. This might include, but is not limited to, saving accounts, options, shares portfolios, equities and investment in funds.
You currently work or have worked in the financial sector for at least one year in a professional position, which requires knowledge of the transactions or services envisaged.
