Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Skip to content
Welcome to the BlackRock site for wealth managers
Before you proceed, please take a moment to review and accept the following Terms and Conditions.
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:
- a supranational organisation whose members are either countries, central banks or national monetary authorities
• a government, government agency, central bank or other national monetary authority of any country or jurisdiction
• a public authority or state investment body
• an Authorised Market Institution, Regulated Exchange or regulated clearing house
• a Regulated Financial Institution or the management company of a regulated pension fund;
• a Collective Investment Fund or a regulated pension fund;
• a corporate body whose shares are listed or admitted to trading on any exchange of an IOCSO member country
• trustee of a trust which has, or had during the previous 12 months, assets of at least $10 million;
• a Single Family Office licensed under the Single Family Office Regulations
• a person classified as a ‘large undertaking’ who meetstwoof the following criteria (i) a balance sheet total of at least $20 million; (ii) a net annual turnover of at least $40 million or (iii) own funds or called up capital of at least $2 million
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
- the services provided to the client is in relation to the provision of credit including arranging and/or advising on credit
• the services provided to the client relates to corporate structuring and financing such as advice relating to an acquisition, disposal, structuring, restructuring, financing or refinancing of a corporation or other legal entity i.e. takeovers, mergers and capital raising
(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:
- the individual (and primary account holder, if relevant) has net assets of at least $1 million; and
• the individual is, or has been, an employee of an authorised firm or a regulated financial institution in the past two years; or
• the individual can provide evidence which demonstrates that they have sufficient knowledge and experience of relevant markets, products and associated risks
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:
- has own funds or called up capital of at least $1 million; and
• can evidence that they have sufficient knowledge and experience of relevant markets, products and associated risks
Market counterparties
A Market Counterparty is any person who is either:
- authorised firm;
• regulated financial institution; or
• professional client
NAVIGATE OUR FIXED INCOME RANGE
Get more granular with the iShares fixed income indexing range.
FUNDS IN FOCUS
SEEKING HIGHER INCOME
Active bond ETF seeking to maximise income while maintaining long-term capital growth.
Money Market ETF offer liquidity in an accessible wrapper
The iShares € Cash UCITS ETF provides an innovative way to access cash by combining the flexibility of the ETF wrapper with the quality and liquidity of money market funds.
1 of 2 articles
From geographies to specific duration and yield targets, the iShares range of active and indexed bond ETFs provides granular exposures to virtually all areas of the bond market, whatever your investment objective. Explore the use cases below to find funds aligned to your goals.
UNLOCK YOUR BONDS’ INCOME POTENTIAL
Unlock the full potential of your bond investments with income oriented strategies.
Performance
YTD Nav Return
-
Performance
Net Assets
EUR 5,091,364,439.61
YTD Nav Return
2.14%
Performance
Net Assets
USD 3,754,435,339.97
YTD Nav Return
3.18%
Top iShares funds per classification, based on AUM, as at 31/1/2025.
THEMES
GET YOUR FIX OF FIXED INCOME
Download our monthly report on flows and liquidity trends in fixed income UCITS ETFs.
Explore more
About us
Products
ETFs & Indexing
Education
© 2025 BlackRock, Inc. All rights reserved.
MKTGH0325E/S-4317849
