Professional client
classification.
Professional classification changes the leverage, reporting and support available on a CaeloPrime account — and the protections that apply to it. This page explains the criteria, the trade-offs and the process.
How classification is assessed
- Trading experience
- A meaningful record of trading the relevant instruments in significant size over the preceding twelve months.
- Portfolio size
- A financial instrument portfolio, including cash deposits, above the threshold set for the account type.
- Professional background
- At least one year in a professional position in the financial sector requiring knowledge of the transactions envisaged.
Classification is assessed case by case. Meeting one criterion on its own is not sufficient, and a classification can be reviewed again if your trading profile changes.
What changes when you are classified professional
| Classification | Retail client | Professional client |
|---|---|---|
| Leverage available | Standard tiers | Extended tiers on eligible instruments |
| Risk warnings | Full standardised warnings | Condensed, on request |
| Onboarding | Standard verification | Verification plus classification review |
| Account contact | Support team | Named account contact |
From request to funded account
- 01
Request classification
Tell us how you trade, in what size and across which instruments.
- 02
Assessment
We review experience, portfolio and background against the criteria above.
- 03
Written confirmation
You receive the classification decision and the terms attached to it in writing.
- 04
Account setup
The account is configured, limits are applied and API credentials are issued if needed.
Protections you give up
Professional classification is not simply an upgrade. Higher leverage increases the size of losses as well as gains, and some retail-oriented protections — standardised risk warnings and certain limits — no longer apply by default.
You can ask to be reclassified as a retail client at any time. Read the risk disclosure before requesting a change.
Open your CaeloPrime account.
Set up in minutes and explore the platform on your terms.
CaeloPrime Group entities are regulated in their respective jurisdictions as follows: (1) CaeloPrime Exchange Limited is authorised to operate a multilateral trading facility for virtual assets; (2) CaeloPrime Clearing and Custody Limited is authorised to provide clearing, custody and central securities depository services; and (3) CaeloPrime Trading Limited is authorised to carry out the following regulated activities: (i) dealing in investments as principal; (ii) dealing in investments as agent; (iii) arranging deals in investments; (iv) managing assets; (v) providing money services; and (vi) arranging custody.
Risk Warning: Virtual asset prices can be volatile. The value of your investment may go down or up and you may not get back the amount invested. You are solely responsible for your investment decisions and CaeloPrime is not liable for any trading losses you may incur.