Professional client

Clients who are eligible and would like to be categorized as professional clients could:

  • Trade with higher leverage
  • Trade at a lower stop-out level
  • Receive awards and loyalty bonuses when available

Example of higher leverage usage: In order to enter into a EURUSD transaction with position volume of 100 000 units, a retail client must have at least EUR 3330 in his/her account. To make the same deal, professional client must have at least 500 euro.

Professional clients are treated differently because they are assumed to have sufficient experience and knowledge in protecting themselves and in bearing with the investment risks.

Professional Clients Criteria

In order to be categorized as a professional client, you must declare that you meet at least two of the following criteria:

Traded volume. In the last four quarters, you have made on average of 10 deals for a quarter with a significant volume. Explanation: For volumes traded, you can also take into account volumes you have traded with other investment intermediaries in the country and / or abroad. The deal has a significant volume when its amount exceeds 10 000 euros.

Portfolio. You own a portfolio of financial instruments and cash worth more than 500 000 euro. Explanation: Savings, bank deposits, securities or portfolios with other investment intermediaries and banks in the country and / or abroad can be taken into account for the purposes of the financial portfolio.

Experience. You have worked for more than 1 year in the financial sector in a position that requires knowledge of BenchMark's transactions and services.

Professional and Retail clients – Comparison

Margin (leverage) Professional client Retail client
Major 0.25% (1:400) 3.33% (1:30)
Major indices 0.5% (1:200) 5% (1:20)
Gold 0.5% (1:200) 5% (1:20)
Oil, gas 1% (1:100) 10% (1:10)
Stocks 10% (1:10) 20% (1:5)
Cryptocurrencies 10% (1:10) 50% (1:2)
Account Details
Stop-out 30% 50%
Higher protection
Priority support

Categorization request for retail to professional clients

In case you want to be categorized as a professional client, please click on the following button:

I, Michael Rohn, informed by BenchMark Finance that my initial categorization is of a retail client. With the possibility of changing this classification, subject to certain conditions, on my own initiative, I make this request to be treated by BenchMark Finance as a professional client. (please, choose one of the two options):

I, Michael Rohn, declare that I am responsible for at least two of the following conditions (please choose at least 2 of the following criteria):

In relation to the criteria, chosen by me, for a professional client:

 

 

Warning! In connection with this request, BenchMark Finance warns you that, if you are categorized as a professional client, you will not benefit from the high level of protection that is provided to retail clients when providing them with investment services and the performance by the investment intermediary:

  • BenchMark Finance will not be obliged to provide you with information intended for retail clients regarding the investment services you use and about your investments;
  • BenchMark Finance will assume that you have sufficient experience, knowledge and skills to make independent investment decisions and understanding the risks associated with the investment service or product;
  • BenchMark Finance will assume that you have the financial opportunity to bear all investment risks associated with your investment objectives;
  • BenchMark Finance shall not be obliged to place the total cost of a transaction in the first place as the most important factor for the achievement of the "best execution" according to the Client Order Execution Policy;
  • BenchMark Finance will not be obliged to inform you about the significant difficulties encountered in the proper and rapid execution of your orders;
  • BenchMark Finance has the right to provide you regular reports with information about your transactions at a lower frequency than for retail clients;
  • Clients categorized as professional are not subject to compensation from the Investors Compensation Fund with Financial Instruments compared to retail clients.

I, Michael Rohn, declare that I am informed by BenchMark Finance with the above warning and I accept that if I am categorized as a professional client, I will not enjoy the high level of protection that is provided to retail clients, the provision of investment services and the performance of activities by the investment intermediary as well as the right to be compensated by the Investors Compensation Fund with Financial Instruments.

I am aware that I am obliged to notify BenchMark Finance of any change in the data that served as a basis for my professional qualification and that BenchMark Finance may request additional information and / or documents to categorize me as a professional client.

[email protected]
Michael Rohn
9876543210
80213