Skip to content
BlackRock BlackRock
iShares iShares
Aladdin Aladdin
Our company Our company
Leave the BlackRock site for Individuals to explore other content
Wealth Managers

I invest on behalf of my clients.

Institutions

I consult or invest on behalf of a financial institution.

General Public

I want to learn more about BlackRock.

An individual investor, also known as a retail client and a private client, is a client organisation or individual who cannot meet both:
(1) 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
(2) one or more of the qualified investor criteria set out in Article 2 of the Prospectus Directive (Directive 2003/71/EC).
    
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 institutional investor    
(2) a large undertaking that meets two of the following tests:
(a) a balance sheet total of EUR 20,000,000;
(b) an annual net turnover of EUR 40,000,000;
(c) own funds of EUR 2,000,000.    
(3) a national or regional government, a public body that manages public debt, a central bank, an international or supranational institution (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:
(a) 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;
(b) the size of his/her financial instrument portfolio, defined as including cash deposits and financial instruments exceeds EUR 500.000;
(c) 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 - 中国境内 China Onshore - 中国境外 Colombia Denmark Dubai (IFC) Finland France Germany Hong Kong - 香港 Hungary Israel Italy Japan - 日本 Korea - 한국 Luxembourg México Netherlands Norway Poland Portugal Saudi Arabia Singapore South Africa Spain Sweden Switzerland Taiwan - 台灣 United Kingdom United States Location not listed
Welcome to the BlackRock site for individuals

To reach a different BlackRock site directly, please update your user type.

BlackRock
About us
Products
Investment themes
Insights & Education
  • Who we are
    • About BlackRock
    • Who we are
    • What we do
    • Corporate sustainability
  • Our solutions
    • Investment stewardship
    • The road to net zero
    • About iShares
  • Contact us Contact us
  • Careers Careers
  • By Investment style
    • Active funds
    • Index funds
    • Unit Trusts
    • Offshore Funds
    • Investment trusts
    • iShares ETFs
  • By Asset class
    • Cash
    • Commodity
    • Equity
    • Fixed income
    • Multi asset
    • Real estate
  • Explore other funds
    • Charities
  • View all funds View all funds
  • Investment approaches
    • Sustainable investing
    • MyMap Range
    • Quickstart your sustainable portfolio
    • Fundamental Equities
    • Megatrends and thematic investing
    • The China opportunity
    • Alternative investments
  • Investment themes
    • Factor Investing
    • Uncovering Emerging Markets
    • Big Data
    • UK Equities
    • Equities
    • Multi-Asset
    • Real estate
  • Learn how
    • Get to know investing
    • How to invest
  • Resources and Information
    • Tax information
    • Securities lending
    • Library
    • Key Document
    • Public policy
  • Podcasts
    • The BID
  • Explore all market insights Explore all market insights
  • People & Money People & Money
BlackRock
  • Contact us Careers
  • Who we are
    • About BlackRock
    • Who we are
    • What we do
    • Corporate sustainability
  • Our solutions
    • Investment stewardship
    • The road to net zero
    • About iShares
  • View all funds
  • By Investment style
    • Active funds
    • Index funds
    • Unit Trusts
    • Offshore Funds
    • Investment trusts
    • iShares ETFs
  • By Asset class
    • Cash
    • Commodity
    • Equity
    • Fixed income
    • Multi asset
    • Real estate
  • Explore other funds
    • Charities
  • Investment approaches
    • Sustainable investing
    • MyMap Range
    • Quickstart your sustainable portfolio
    • Fundamental Equities
    • Megatrends and thematic investing
    • The China opportunity
    • Alternative investments
  • Investment themes
    • Factor Investing
    • Uncovering Emerging Markets
    • Big Data
    • UK Equities
    • Equities
    • Multi-Asset
    • Real estate
  • Explore all market insights People & Money
  • Learn how
    • Get to know investing
    • How to invest
  • Resources and Information
    • Tax information
    • Securities lending
    • Library
    • Key Document
    • Public policy
  • Podcasts
    • The BID
Access BlackRock's Q4 2021 earnings Access BlackRock's Q4 2021 earnings
BLACKROCK LATIN AMERICAN INVESTMENT TRUST PLC

Insights

More articles loaded. Use Shift+Tab keys to browse.
  • latest research report from kepler

    Latest research report from Kepler

    28-Sep-2021
    Please be aware by clicking on this link you are leaving BlackRock and entering a third party’s website. As such, BlackRock is not liable for its content.
  • latin-america-argentine-election

    Global recovery will revive Latin America

    17-May-2021
    Latin American markets should be a key beneficiary of the global economic recovery, says Ed Kuczma, Co-Manager, even if there are still some reasons for caution.
  • Latest research report from Edison

    Latest research report from Edison

    27-Apr-2021
    Please be aware by clicking on this link you are leaving BlackRock and entering a third party’s website. As such, BlackRock is not liable for its content.
  • BRLA - Tile image - Commodities supercycle

    Latin America and the commodities supercycle

    13-Apr-2021
    Ed Kuczma, Co-manager, explores why be believes Latin America should be a key beneficiary of the rise in commodity prices and how he is positioning for a long-term trend.

  • Kepler: Results analysis

    06-Apr-2021
    Please be aware by clicking on this link you are leaving BlackRock and entering a third party's website. As such, BlackRock is not liable for its content.
Back to trust information Back to trust information
Explore more
About us
  • Who we are
    • About BlackRock
    • Who we are
    • What we do
    • Corporate sustainability
  • Our solutions
    • Investment stewardship
    • The road to net zero
    • About iShares
  • Contact us Contact us
  • Careers Careers
Products
  • By Investment style
    • Active funds
    • Index funds
    • Unit Trusts
    • Offshore Funds
    • Investment trusts
    • iShares ETFs
  • By Asset class
    • Cash
    • Commodity
    • Equity
    • Fixed income
    • Multi asset
    • Real estate
  • Explore other funds
    • Charities
  • View all funds View all funds
Investment themes
  • Investment approaches
    • Sustainable investing
    • MyMap Range
    • Quickstart your sustainable portfolio
    • Fundamental Equities
    • Megatrends and thematic investing
    • The China opportunity
    • Alternative investments
  • Investment themes
    • Factor Investing
    • Uncovering Emerging Markets
    • Big Data
    • UK Equities
    • Equities
    • Multi-Asset
    • Real estate
Insights & Education
  • Learn how
    • Get to know investing
    • How to invest
  • Resources and Information
    • Tax information
    • Securities lending
    • Library
    • Key Document
    • Public policy
  • Podcasts
    • The BID
  • Explore all market insights Explore all market insights
  • People & Money People & Money
Access the BlackRock UK homepage.

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
Careers Careers Newsroom Newsroom Investor relations Investor relations
Legal
Terms & conditions Terms & conditions Privacy policy Privacy policy Business continuity Business continuity Modern Slavery Statement Modern Slavery Statement Best Ex policy and reports Best Ex policy and reports s172 and Corporate Governance Statements s172 and Corporate Governance Statements
© 2022 BlackRock, Inc. All rights reserved.