Library | Education

BlackRock BlackRock

iShares iShares

Aladdin Aladdin

Our company Our company

Leave the BlackRock site for Professionals to explore other content

Individuals

I manage my money myself.

General Public

I want to learn more about BlackRock.

An individual investor, also known as a retail client, is a client organisation or individual who cannot meet both:
(i) one or more of the professional client criteria laid down in Annex II to the Markets in Financial Instruments Directive (Directive 2004/39/EC); and
(ii) one or more of the qualified investor criteria set out in Article 2 of the Prospectus Directive (Directive 2003/71/EC).

On this website, Intermediaries are investors that qualify as both a Professional Client and a Qualified Investor.

In summary a person who can both be classified as a professional client under the Markets in Financial Instruments Directive and a qualified investor in accordance with the Prospectus Directive will generally need to meet one or more of the following requirements:

(1) An entity required to be authorised or regulated to operate in the financial markets. The following list includes all authorised entities carrying out the characteristic activities of the entities mentioned, whether authorised by an EEA State or a third country and whether or not authorised by reference to a directive:
(a) a credit institution;
(b) an investment firm;
(c) any other authorised or regulated financial institution;
(d) an insurance company;
(e) a collective investment scheme or the management company of such a scheme;
(f) a pension fund or the management company of a pension fund;
(g) a commodity or commodity derivatives dealer;
(h) a local;
(i) any other intermediaries investor.

(2) a large undertaking that meets two of the following tests:
(i) a balance sheet total of EUR 43,000,000;
(ii) an annual net turnover of EUR 50,000,000;
(iii) an average number of employees during the year of 250.

(3) a national or regional government, a public body that manages public debt, a central bank, an international or supranational intermediaries (such as the World Bank, the IMF, the ECB, the EIB) or another similar international organisation.

(4) a natural person resident in an EEA State that permits the authorisation of natural persons as qualified investors, who expressly asks to be treated as a professional client and a qualified investor and who meets at least two of the following criteria:
(i) he/she has carried out transactions on securities markets at an average frequency of, at least, 10 per quarter over the previous four quarters before the application;
(ii) the size of his/her financial instrument portfolio, defined as including cash deposits and financial instruments exceeds EUR 500.000;
(iii) he/she works or has worked for at least one year in the financial sector in a professional position which requires knowledge of securities investment.

Please note that the above summary is provided for information purposes only. If you are uncertain as to whether you can both be classified as a professional client under the Markets in Financial Instruments Directive and classed as a qualified investor under the Prospectus Directive then you should seek independent advice.

Change location

Americas Offshore Australia Austria Belgium Brazil Canada Chile China Offshore - 中国境外 China Onshore - 中国境内 Colombia Czech Republic Denmark Dubai (IFC) Finland France Germany Hong Kong - 香港 Hungary Israel Italy Japan - 日本 Kuwait Luxembourg México Netherlands Norway Poland Portugal Saudi Arabia Singapore Slovakia South Africa Spain Sweden Switzerland Taiwan - 台灣 United Kingdom United States Location not listed

About us
Products
Themes
ETFs & Indexing
Insights
Education

BlackRock in Luxembourg
BlackRock in Europe
Our approach to sustainability

Product List
Style
Active
Index
Product type
iShares
Mutual funds

Alternative investments
Sustainable and transition investing
Investment Directions 2025
Cash management

Fixed Income
ETF and Index range

Lifting global growth by investing in women
Global Weekly Commentary
BlackRock Investment Institute
Outlook and Implementation Guide
Private Markets Outlook

Library

RESET

Change location

Library

Managed literature
Library help

Searching by keyword

Enter a fund name, fund identifier (ISIN, SEDOL, WKN) or other investing topic to return a list of related documents. Combine this with Material type to narrow your results further.

Using filters

The Material Type filter allows you to narrow your results down to a specific set of document. Search results Each document returned in your search will have the options to view, email or subscribe. Subscriptions will allow you to receive the document automatically as soon as it's updated. You can filter your results by material type from the left navigation when more than one type is returned.

Filter By

You must enter at least two characters

Literature Search

19 Search Results

Sort By:

Items per page:

0 items selected

Download

Download

Please select at least one document

You have selected to download 3 items:

Total Size:

You have reached the 10MB download limit, please remove some documents from your selection.

Download

Select all	Document Name	Date
	iShares III plc - Prospectus (English) Prospectus Actions Download Information Information Share class: Description: iShares III plc - Prospectus (English) Publication date: Jan 5, 2026 Product group: iShares III plc Material type: Prospectus Target Audience: For Individuals Done	Jan 5, 2026
	iShares III plc - Prospectus - Country Supplement (English - Luxembourg) Prospectus Actions Download Information Information Share class: Description: iShares III plc - Prospectus - Country Supplement (English - Luxembourg) Publication date: Jan 5, 2026 Product group: iShares III plc Material type: Prospectus Target Audience: For Individuals Done	Jan 5, 2026
	iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF U.S. Dollar Factsheet Factsheet Actions Download Information Information Share class: Description: Monthly fact sheet featuring a snapshot of the fund's performance, portfolio construction, asset mix and third-party performance ratings Publication date: Dec 31, 2025 Product group: iShares III plc Material type: Factsheet Target Audience: For Individuals Done	Dec 31, 2025
	iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF USD (Acc) English - EU_PRIIPS EUPRIIP Actions Download Information Information Share class: Description: EU_PRIIPS Document for iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF USD (Acc) Publication date: Nov 26, 2025 Product group: iShares III plc Material type: EUPRIIP Target Audience: For Individuals Done	Nov 26, 2025
	iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF SFDR Website Disclosure SFDR Web Disclosure Actions Download Information Information Share class: Description: iShares MSCI Pacific ex-Japan CTB Enhanced ESG UCITS ETF SFDR Website Disclosure Publication date: Nov 25, 2025 Product group: iShares III plc Material type: SFDR Web Disclosure Target Audience: For Individuals Done	Nov 25, 2025
	iShares III plc - Shareholder Letters - AGM Notice (English) Shareholder Letter Actions Download Information Information Share class: Description: iShares III plc - Shareholder Letters - AGM Notice (English) Publication date: Nov 17, 2025 Product group: iShares III plc Material type: Shareholder Letter Target Audience: For Individuals Done	Nov 17, 2025
	iShares III plc - Shareholder Letters (English) Shareholder Letter Actions Download Information Information Share class: Description: iShares III plc - Shareholder Letters (English) Publication date: Nov 11, 2025 Product group: iShares III plc Material type: Shareholder Letter Target Audience: For Individuals Done	Nov 11, 2025
	iShares MSCI Pacific ex-Japan ESG Enhanced CTB UCITS ETF U.S. Dollar Factsheet Factsheet Actions Download Information Information Share class: Description: Monthly fact sheet featuring a snapshot of the fund's performance, portfolio construction, asset mix and third-party performance ratings Publication date: Oct 31, 2025 Product group: iShares III plc Material type: Factsheet Target Audience: For Individuals Done	Oct 31, 2025
	iShares III plc - Shareholder Letters (English) Shareholder Letter Actions Download Information Information Share class: Description: iShares III plc - Shareholder Letters (English) Publication date: Jul 11, 2025 Product group: iShares III plc Material type: Shareholder Letter Target Audience: For Individuals Done	Jul 11, 2025
	iShares III plc - Annual Report (English) Annual Report Actions Download Information Information Share class: Description: iShares III plc - Annual Report (English) Publication date: Jun 30, 2025 Product group: iShares III plc Material type: Annual Report Target Audience: For Individuals Done	Jun 30, 2025

Sort By:

Items per page:

Unsubscribe

Material types

Select all Annual Report (4) EUPRIIP (1) Factsheet (2) Interim Report (4) Prospectus (2) SFDR Web Disclosure (1) Shareholder Letter (5)

Explore more

About us

Products

- Product List

Themes

ETFs & Indexing

- Fixed Income
- ETF and Index range

Insights

Education

- Library

As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals.

Corporate

Fraud protection tips Fraud protection tips
Careers Careers
Newsroom Newsroom
Investor relations Investor relations
Complaints handling procedure Complaints handling procedure
Contact us Contact us

Legal

Terms and conditions Terms and conditions
Privacy Notice Privacy Notice
Business continuity Business continuity
SFDR PAI statement SFDR PAI statement
Cookie Notice Cookie Notice

Searching by keyword

Using filters

Filter By

19 Search Results

Download

Information

Information

Information

Information

Information

Information

Information

Information

Information

Information

Material types