What are the main advantages of being categorised as an opt up Professional Client?

The main benefit is that you have access to more investments.

For example:

  • Some complex or packaged investment products are only open to Professional Clients.
  • This wider access may help you diversify in ways that would not be possible as a Retail Client.

This wider access comes with fewer protections, as described above. Think carefully about the trade‑offs before asking to be treated as a Professional Client.

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