Client Classification

We classify all clients dependent on their knowledge and experience, to ensure that they receive the appropriate level of regulatory protection.

Unless agreed otherwise, we will treat all clients as retail customers to provide the highest level of regulatory protection. Clients who could fall outside of this classification are other regulated entities, such as insurance companies, investment firms, large occupational pension schemes, listed companies and local or public authorities. Such entities may be classified as either professional clients or eligible counterparties.

Professional clients and eligible counterparties have the right to request to request a different categorisation to give a higher degree of protection.

Please talk to one of the management team if you require any further information on this area.