Receive leverage 1:100 with Experienced retail client classification

Experienced retail client’s trading conditions

• Maximum leverage: 1:100

• Margin Close Out Rule: 50% of the required margin

• Negative Balance Protection

• Continued eligibility to the Investor Compensation Fund

• Continued access to the Financial Ombudsman Service

• Continued segregation of your client funds

Requisite knowledge (at least one of the following in the past 24 months)

• Opening at least 10 transactions in CFDs with a nominal value of at least the equivalent in Polish zloty of EUR 50 000 each within the quarter in at least four quarters;

• opening at least 50 transactions in CFDs with a nominal value of at least the equivalent in Polish zloty of EUR 10 000 each per quarter in at least four quarters; or

• opening at least 40 transactions in CFDs within the quarter in at least four quarters, where the total nominal value of all opened transactions for the 24-month period under assessment is at least the equivalent in Polish zloty of EUR 2 000 000.

Knowledge of derivatives (any of three criteria)

• The client holds appropriate professional certificates (CFA, FRM, PRM, ACI, Investment Advisor (DI), Securities Broker (MPW, etc.)) or completion of a specialist field of study;

• *the client has completed at least 50 hours of training in the last 12 months in the area of derivatives, including CFDs, to be confirmed either by the relevant certificates or confirmation issued by the relevant organizer of the training or, in each case, provided that the organizer of the training has verified the client’s knowledge before any such certificate or confirmation is issued;

• at least one year of work experience in a position that requires professional knowledge of transactions regarding CFDs or other derivatives.
   

*This prerequisite can be completed at Comparic.pl portal.

You can get your 50 hours of CFD training now and meet one of the requirements for ERC status.

 

How to apply for the Experienced retail client classification

Clients, who want to be categorized as Experience retail clients must make the request in writing to our customer care team. We will then collect all the required evidence and review the application.

Clients already classified as Experienced retail clients whose circumstances have changed and may wish to opt back to normal retail client status should email our customer care team immediately.