Skip to main content

FCA Entity Client Classification Policy

Learn about Retail, Professional, and Eligible Counterparty client classification at Asia Future Trading.

Written by Jerome

At Asia Future Trading, we classify clients according to the Financial Conduct Authority (FCA) regulations, specifically COBS 3.5, to ensure appropriate levels of protection. Clients are generally categorized into three main types, with decreasing levels of protection:

Retail Clients

This is the default classification, offering the highest level of protection. This includes:

  • Detailed risk disclosures and transparency.

  • Negative balance protection for Contracts for Difference (CFDs).

  • The right to refer complaints to the Financial Ombudsman Service (FOS).

  • Eligibility for compensation under the Financial Services Compensation Scheme (FSCS).

Professional Clients

Professional clients are considered to possess sufficient knowledge and experience to make their own investment decisions. The level of protection is lower than for retail clients.

  • Per Se Professional Clients: Includes authorized financial institutions, large undertakings (meeting specific asset/turnover criteria), and government agencies.

  • Elective Professional Clients: Retail clients may apply for this status if they meet specific tests (e.g., trading frequency, portfolio size, or professional background).

Eligible Counterparties

Primarily applies to large institutions in wholesale markets (e.g., banks, insurance companies). These clients receive the lowest level of protection.

Note: If you wish to apply for a change in classification, please contact our compliance team for assessment.

Did this answer your question?