Professional client: Difference between revisions
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Under the {{tag|COBS}} rules, a {{cobsprov|professional client}} is one who is categorised as either a {{cobsprov|per se professional client}}, or an {{ | Under the {{tag|COBS}} rules, a {{cobsprov|professional client}} is one who is categorised as either a {{cobsprov|per se professional client}}, or an {{cobsprov|elective professional client}}. | ||
There is some overlap with the other {{ | There is some overlap with the other {{tag|MiFID}} categorisations. An {{cobsprov|elective professional client}} is a subset of the class of {{cobsprov|retail client}}s; an {{cobsprov|eligible counterparty}} is a subset of {{cobsprov|per se professional client}}s. | ||
There is a handy [[Media:Decision Tree - Categorisation.pdf|decision tree]] in the panel below. | There is a handy [[Media:Decision Tree - Categorisation.pdf|decision tree]] in the panel below. |