Professional client: Difference between revisions

Professional client (view source)

4 bytes added , 22 July 2015

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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 {{cassprov|elective professional client}}.
+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 {{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 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.