{"id":5662,"date":"2020-08-11T10:45:34","date_gmt":"2020-08-11T08:45:34","guid":{"rendered":"https:\/\/captrader.excellents.eu\/?p=5662"},"modified":"2024-04-22T10:09:08","modified_gmt":"2024-04-22T08:09:08","slug":"classification-as-professional-client","status":"publish","type":"post","link":"https:\/\/www.captrader.com\/en\/einstufung-als-professional-client\/","title":{"rendered":"How does the Professional Client classification work?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">As a rule, you are classified as a private customer at CapTrader as a so-called retail customer. Within this framework, you are entitled to the highest regulatory protection, in return for which certain securities are unfortunately not tradable for you.<br>If you believe that you qualify to be classified as a Professional Client, you may submit an application to be classified as a Professional Client. Professional customers are subject to less regulatory protection than retail customers, but they can trade more investment products than retail customers (or they can trade certain products with fewer protection restrictions than retail customers). If IB confirms your request, you will be classified as a Professional customer in general, not just for specific products.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>If you want to be classified as a Professional customer, please click on the path &gt; Settings &gt; Account settings &gt; MIFID customer category in your account management (Client Portal).<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Based on the information you provide in the questionnaire there, Interactive Brokers will either reject or approve your request.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">WHAT QUESTIONS MUST BE ANSWERED ON THE FORM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Professional customer upon request<\/p>","protected":false},"excerpt":{"rendered":"<p>In der Regel sind Sie als Privatkunde bei CapTrader als sog. Retail-Kunde eingestuft. In diesem Rahmen steht Ihnen der h\u00f6chste regulatorische Schutz zu, daf\u00fcr sind im Gegenzug bestimmte Wertpapiere leider f\u00fcr Sie nicht handelbar.Falls Sie der Meinung sind, dass Sie sich f\u00fcr die Einstufung zum Professional-Kunden qualifizieren, k\u00f6nnen Sie einen Antrag zur Einstufung als Professional-Kunde [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[86,89],"tags":[],"class_list":["post-5662","post","type-post","status-publish","format-standard","hentry","category-faq","category-kontoverwaltung-client-portal"],"acf":{"blog_summary":"","blog_faq_schalter":"ja","faq_uberschrift":"","blog_faq_loop":[{"blog_faq_question":"1. Haben Sie Transaktionen in erheblichen Gr\u00f6\u00dfenordnungen und durchschnittlich 10 Mal pro Quartal in den letzten vier Quartalen durchgef\u00fchrt?","blog_faq_answer":"Antwortm\u00f6glichkeiten:\r\nJa, habe ich, in meinem Konto bei Interactive Brokers.\r\nJa, habe ich, in einem anderen Konto.\r\nNein, habe ich nicht."},{"blog_faq_question":"2. Haben Sie ein Portfolio mit Finanzinstrumenten (einschlie\u00dflich Barsalden), das mehr als 500,000 EUR betr\u00e4gt (oder \u00c4quivalent in einer anderen W\u00e4hrung)?","blog_faq_answer":"Antwortm\u00f6glichkeiten:\r\nJa, in meinem Konto bei Interactive Brokers.\r\nJa, in einem anderen Konto.\r\nNein."},{"blog_faq_question":"3. Sind Sie ein Einzelkontoinhaber oder Trader eines Organisationskontos, der mindestens ein Jahr lang im Finanzsektor in einer Position t\u00e4tig war\/ist, in der Wissen zu den Produkten erforderlich ist, die Sie mit Ihrem Konto bei Interactive Brokers handeln werden?","blog_faq_answer":"Antwortm\u00f6glichkeiten:\r\n\r\nJa, derzeit bin ich in solch einer Position t\u00e4tig.\r\nJa, ich war in solch einer Position mindestens ein Jahr lang t\u00e4tig.\r\nNein."}]},"_links":{"self":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/5662","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/comments?post=5662"}],"version-history":[{"count":0,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/posts\/5662\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/media?parent=5662"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/categories?post=5662"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.captrader.com\/en\/wp-json\/wp\/v2\/tags?post=5662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}