Professional Traders

Are you
a professional trader?
Colmex Pro offers a professional trading account
to accommodate your unique investment needs.

A retail investor who meets certain criteria may request to be treated as a Professional Client. This is a regulatory classification which defines investors that possess the experience and knowledge to make their own investment decisions and properly assess risks.
For further information on key elements regarding Professional Clients, please refer to our Client Categorization Policy

What should you know before opting-up to Professional classification?

Leverage Rate

Professional Clients may be afforded with higher leverage than Retail Clients when trading CFDs. With increased leverage, professional clients can trade larger positions with a smaller amount of capital but also increases risk as losses can accumulate more quickly.

Negative balance protection

Negative Balance Protection applies to both Retail and Professional Clients when trading in CFDs. If, due to extreme market volatility, a client’s CFD account balance becomes negative even after positions have been automatically liquidated, Colmex Pro will reset the account balance to zero.

Knowledge and Experience

We presume professional clients possess market knowledge and experience relative to their classification, and capable of making their own investment decisions and understanding the risks involved.

Best Execution

Both Retail and Professional clients’ trades will be conducted in accordance with the Company’s Order Execution Policy.

INVESTOR COMPENSATION FUND

Professional Clients are not covered by the INVESTOR COMPENSATION FUND.

Eligibility Criteria

If you meet at least 2 of the criteria below, you may qualify for Elective Professional Status:

You have carried out transactions, in
significant size, on the relevant
market at an average frequency of 10
per quarter over the previous four quarters.
The size of your financial
instrument portfolio, exceeds
€500,000
(including cash deposits and
financial instruments).
You work or have worked in the
financial sector for at least one
year in a professional position,
which requires knowledge of
financial markets.

FAQ

  • 1. Do I need a Colmex Pro account before applying for a Professional Client?

    Yes, you must have a Colmex Pro trading account before applying for Professional Client Categorization. If you do not have an account, you can open one here.

  • Can my application be rejected?

    Yes, your application is being reviewed based on the information and statements you provide. For each criterion selected, you must submit appropriate supporting evidence. In certain cases, meeting two of the three eligibility criteria may not be sufficient, and a more thorough assessment of your expertise, experience, and knowledge may be required. In case that your application is rejected, you can trade as a Retail client with more protections and restricted leverage rates.

  • What documents do I need to provide?

    To qualify as a Professional Client, you must provide supporting documentation for the selected statements, as outlined below:

    Criteria 1: Trading Activity

    You have carried out transactions, in significant size, on the relevant market at an average frequency of 10 per quarter over the previous four quarters.

    • Supporting Document: Any document that shows your trades in similar instruments over the last 12 (twelve) months. Such a document could be Transaction History Statements for the previous 12 months with Colmex Pro or other regulated firm.

    Criteria 2: Financial Instrument Portfolio

    The size of your financial instrument portfolio exceeds €500,000 (including cash deposits and financial instruments*).

    • Supporting Document: Any statement from any Provider verifying your portfolio size. If the portfolio includes leveraged positions, the net equity (i.e., margin deposited plus any unrealized P&L) will be considered. The notional value of financial instruments will not be accepted, as it does not reflect the actual portfolio size.

    • *Real estate, non-tradable investments, cryptocurrencies, physical assets are excluded.

    Criteria 3: Professional Experience

    You have worked in the financial sector for at least one year in a professional position requiring knowledge of financial markets.

    • Supporting Document: Any document confirming your employment or qualifications in the financial sector related to financial markets, such as, CV, reference letter, or employment contract showing relevant experience.

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