Simply open an account and select ‘Professional Investor’ on the last step. One of our Sales Representatives will contact you directly.
It’s quick and easy to register as an Professional Investor and get access to better rates and more trading freedom.
Some limits and restrictions on regular retail investors are relaxed for Professional Investors, meaning you can trade with greater flexibility.
Certain products and risk-management features are only available to Professional Investors. We may invite PIs to try and give feedback on new products and services
If you are eligible, complete a quick, online form and upload supporting documents to register as a Professional Investor.
Designated relationship manager with exclusive wealth management solutions
*clients could enjoy 3.3x leverage in stocks with a risk rating of 1. By accessing to CFDs, professional investors could enjoy up to 16.66x leverage in CFDs, with both long/short positions allowed for specific stock names.
You have a portfolio of not less than HKD $8 million or equivalent. If you have more than HKD $8 million in your Saxo account we won’t require any supporting documents.
The corporate have a portfolio of not less than HKD $8 million or equivalent. If the corporate have more than HKD $8 million in your Saxo account we won’t require any supporting documents.
And/or the corporate has a total assets of not less than HKD $40 million or equivalent.
An individual may be considered an “Professional Investor” if he/she meets any of the following criteria:-
Criteria for Corporate Professional Investor (Corporation, Trust or Partnership)
Please talk to our customer service team and/or your relationship manager for the application with proof of value of your portfolio.
Professional Investors can request any time during the term of their account by notifying Saxo Markets in writing to change the account to a Retail Investor account type. Upon receiving such notification, the investor’s new status will be processed as soon as practicable when receiving confirmation from our supporting team.
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