The Market Data Group continuously reviews Professional or Non-Professional client designations for market data subscriptions. The reasons a client's status would change from Non-Professional to Professional are:
- The Non-Professional Questionnaire (NPQ) is outdated or not on file.
- The employment information has changed.
- After review of third party social media sites, the client lists information that implies he would be considered Professional.
Additional Information
- The specific criteria used for Professional subscription status in our Knowledge Base.