Investor Classification: professionals and retailers

In order to establish adequate protection measures at the level of knowledge that investors have on stock markets, entities must classify their clients as "professionals" or "retail".

Retail customers are those with less knowledge and experience in the stock markets. As a retail customer, you will receive the highest degree of protection.

Conversely, customers with more knowledge and experience are professional clients that will receive less protection as they have more capacity to understand the nature and risks of the markets, financial products and investment services.