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Professional clients’ conditions

On August 1st 2018, The European Securities and Markets Authority's (ESMA) new requirements relating to conditions for providing CFD trading to Retail clients of financial organizations that perform their operations in the European Union countries will come into effect.

 

Risks

Starting from July 30th 2018, the maximum leverage value for all newly-opened CFD positions will be limited depending on the asset type:

     
  Professional
clients		 Retail
clients
   Higher  Lower
Major Currency pairs Major Currency pairs1:500 Major Currency pairs1:30
Non-major Currency pairs, Gold Non-major Currency pairs, Gold1:500 Non-major Currency pairs, Gold1:20
Major Indices Major Indices1:100 Major Indices1:20
Commodities, other than Gold, non-major Indices Commodities, other than Gold, non-major Indices1:100 Commodities, other than Gold, non-major Indices1:10
CFD on Stocks CFD on Stocks1:20 CFD on Stocks1:5

In case there are open positions on your accounts on July 30th 2018, the leverage value for them won’t be changed and the margin requirements will remain intact until the moment these positions are closed. This rule applies to the accounts opened on CopyFX investment platform as well.

 

"Stop Out" on a per-account basis

This feature will standardize the margin level (100% for Prime accounts and 50% for all other accounts) at which the provider is required to close out one or more of your open CFD positions.

Professional
clients
 
Retail
clients
 
 

Negative balance protection on a per account basis*

From now on, all the traders are guaranteed with the negative balance protection. However, this service has been available for RoboMarkets clients since a long time. Negative balance protection ensures that a trader can't lose more money than they have on their account.

Professional
clients
 
Retail
clients
 
 

Bonus programs

RoboMarkets provides for its clients best promotional offers on financial markets: Classic bonus, Profit Share bonus, Cashback (Rebates), Up to 10% on account balance, VIP Client

Professional
clients
 
Retail
clients
 
 

Member of the ICF

Investor Compensation Fund (ICF) of Cyprus is an organization, which provides insured clients of the companies registered in CySEC with compensation payments, if the companies aren't able to pay them on their own.

Professional
clients
 
Retail
clients
 
ESMA’s new requirements won’t affect the "Professional Client" category. Any client of the Company has an opportunity to apply for re-categorization in accordance with the specified criteria.
* — Negative balance protection for Professional clients is provided on case-by-case basis. The Company reserves the right to cease the provision of NBP to a particular client.
Send a request

How to become a Professional Client of RoboMarkets?

To become a Professional client, you must have a relevant experience, knowledge and competence required to independently make investment decisions and to accurately evaluate the risks these decisions involve.

 

Pass the qualification test

To become a Professional client, you need to send a request for re-categorization and to pass the qualification test in your Members Area.

To successfully pass the qualification test, you have to meet at least two of the criteria below:
  • The size of your financial instrument portfolio, which includes both cash deposits and financial instruments, exceeds 500,000 EUR.
  • You have performed large transactions on the relevant market with an average frequency of 10 (ten) per quarter over the previous four (4) quarters.
  • You have been working or worked in the financial sector for at least one (1) year in a professional position, which requires knowledge how to perform transactions or use offered services.
 

Our specialists will contact you

Your request will be reviewed as soon as possible. We may contact you to request the additional documents or right after your application is processed.

Documents you need to pass the qualification test:
  • Confirmation of your funds’ volume: bank statements, bank letter of recommendation on the credit balance, broker accounts, custody accounts statements (for example, funds assets, cash statements or other account statements), reports from any other financial organizations.
  • Confirmation of your trading experience: bank or broker accounts statements (for example, your trading account history at any forex broker), a certificate that will confirm your trading volumes or similar documents.
  • Confirmation of your financial experience: CV, testimonials/reference of you from your employer, documents on longer seminars, internship, and financial training ( that will prove the experience of more than 12 months in a financial professional position), LinkedIn, Xing profile link, etc.

The complete list of documents for passing the re-categorization procedure can be provided upon request.

Become a Professional