This section includes investor type descriptions for professional clients and market counterparties.
Professional client
A Professional Client is either: (i) a ‘deemed’ professional client; (ii) serviced-based professional client; or (iii) an assessed professional Client
(i) Deemed Professional Client
A person is a “deemed” professional client if the person is:
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
(iii) Assessed-based Professional Clients
Assessed-based professional clients can be either (i) individuals; or (ii) undertakings
Individuals
An individual (and associated joint account holders) would be classified as an ‘assessed-based professional client’ if:
Where there is a joint account in place, the secondary account holder must obtain confirmation in writing that investment decisions relating to the joint account are made for or on behalf of the secondary account holder
Undertakings
Undertakings, which are generally not individuals, would be classified as ‘assessed-based’ professional clients if it:
Market counterparties
A Market Counterparty is any person who is either:
BlackRock offers a range of solutions for institutions, financial professionals and individuals across the Middle East. From shop assistants in your local stores to national organisations and non-profits, BlackRock has helped people take control of their financial security for over 5 years.
Source: BlackRock, as of January 2020.
Our purpose is to help more and more people experience financial well-being. In pursuit of this, a focus on long-term sustainability is embedded across our business. From integrating environmental, social and governance (ESG) practices into our investment processes to creating positive social impact by serving communities in the middle east, we are dedicated to helping clients, employees, shareholders and communities achieve long-term, financial well-being.
For more information on our mission and principles, social impact activities, and corporate sustainability, visit our global site.
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