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If this occurs, we expect you to make an informed decision about whether you wish to proceed with your permission request to trade the relevant product. In certain limited circumstances, we may reject your trading permission request, remove or downgrade your trading permissions to prohibit you from opening trades in such products that are not appropriate for you.\u003C\u002Fp>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Our online, non-advisory model, the regulations do not require us to restrict the products that are not appropriate for you. We are required to warn you where we conclude the product is not appropriate for you.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F570569480\">When are Appropriateness Assessments undertaken?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F570569494\">Why is the Appropriateness Assessment important?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F570569259\">What is the difference between Suitability and Appropriateness?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F570569636\">I don't know the answers to the Knowledge Test. What should I do?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F570569616\">Can I retake the Knowledge Tests?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1204,1210,1212],{"id":12,"title":13,"feedback_context":1205},{"request_context":1206,"type":1207,"id":12,"faq_id":12,"timestamp":1208,"cir_id":1209},"faq-browser-public,faq-browser-1:JFaqHTTP5-898f37ba-4300-428c-8c0f-0786a49242ce","FAQ_NAVIGATION",1794516744252,"f6f6a462-10c7-43a4-8023-6e24a236ad51",{"id":269,"title":270,"feedback_context":1211},{"request_context":1206,"type":1207,"id":269,"faq_id":269,"timestamp":1208,"cir_id":1209},{"id":285,"title":286,"feedback_context":1213},{"request_context":1206,"type":1207,"id":285,"faq_id":285,"timestamp":1208,"cir_id":1209},"\u003Cp>If you do not pass the Appropriateness Assessment, you will be notified and warned of the risks of proceeding with your request. If this occurs, we expect you to make an informed decision about whether you wish to proceed with your permission request to trade the relevant product. In certain limited circumstances, we may reject your trading permission request, remove or downgrade your trading permissions to prohibit you from opening trades in such products that are not appropriate for you…\u003C\u002Fp>",[1216,1228,1235,1242],{"id":1217,"title":1218,"feedback_context":1219,"short_description":1222,"source":1223},"331040041","Why are some products missing from Trading Permissions configuration screen?",{"request_context":1206,"type":1220,"id":1217,"faq_id":1217,"timestamp":1221,"cir_id":1209},"FAQ_SIMILAR",1794516744275,"\u003Cp>Trading permissions bundles for specific products\u002Fassets\u002Fmarkets will only be shown if the account is capable of trading that product, otherwise, the product is not shown. \u003C\u002Fp>\u003Cp>If an account is capable, the option to select that product will be shown and if requested, the account profile will be used to evaluate if the entity\u002Fperson meets the requirements to trade the product\u002Fasset\u002Fmarket they are requesting…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1226,"sourceType":1227},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=331040041","FAQ",{"id":1229,"title":1230,"feedback_context":1231,"short_description":1232,"source":1233},"570569480","When are Appropriateness Assessments undertaken?",{"request_context":1206,"type":1220,"id":1229,"faq_id":1229,"timestamp":1221,"cir_id":1209},"\u003Cp>The Appropriateness Assessment is a regulatory investor protection measure and applies to all our trading permissions apart from the stock permission which is a non-complex product appropriate for all our clients.\u003C\u002Fp>\u003Cp>Our clients take an Appropriateness Assessment either during the account opening process or when enabling a new trading permission to determine which products should be enabled on the account. You might be asked to retake the Assessment if, for example, your previously provided information is no longer accurate or out-of-date due to change in circumstances. It is your responsibility to inform us as soon as possible of any change in previously provided information. You can do so by updating your Account Profile online. …\u003C\u002Fp>",{"id":1224,"title":1225,"link":1234,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=570569480",{"id":1236,"title":1237,"feedback_context":1238,"short_description":1239,"source":1240},"570569751","Does the Appropriateness Assessment apply to all trading permissions?",{"request_context":1206,"type":1220,"id":1236,"faq_id":1236,"timestamp":1221,"cir_id":1209},"\u003Cp>The Appropriateness Assessment is a regulatory investor protection measure and applies to all our trading permissions, apart from the stock trading permission, that consists of non-complex products.\u003C\u002Fp>\u003Cp>The Appropriateness Assessment is especially required for trading products with complex features that make it more difficult for a client to understand the product, for example Options, Futures and Leveraged products. …\u003C\u002Fp>",{"id":1224,"title":1225,"link":1241,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=570569751",{"id":1243,"title":1244,"feedback_context":1245,"short_description":1246,"source":1247},"570569259","What is the difference between Suitability and Appropriateness?",{"request_context":1206,"type":1220,"id":1243,"faq_id":1243,"timestamp":1221,"cir_id":1209},"\u003Cp>Appropriateness and Suitability assessments are key regulatory investor protection measures. Where a firm will conduct a Suitability or an Appropriateness assessment depends on the services being offered.\u003C\u002Fp>\u003Cp>Firms that do not provide investment advice, like IBKR, are required to conduct an Appropriateness Assessment on certain products. The Appropriateness Assessment is based on the client’s knowledge and experience relevant to the specific type of financial instrument, investment product or service requested by the client. …\u003C\u002Fp>",{"id":1224,"title":1225,"link":1248,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=570569259",{"request_context":1206,"type":1250,"id":1200,"faq_id":1200,"timestamp":1208,"cir_id":1209},"FAQ_CONTENT"]