What would I need to qualify as a professional client?

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It is possible to gain access to increased leverage if you qualify as an elective professional client. You have two paths available to qualify:

Sophisticated investor
Requirement 1:
You have placed a minimum of 20 leveraged derivative trades per quarter for at least 4 quarters in the preceding 3 years with a notional value of AUD $250,000 or more
OR
You have worked in the financial services industry for at least 1 year in a position which requires experience or knowledge of derivatives and leveraged trading

Requirement 2:
You have passed our short assessment to demonstrate your knowledge and experience

Wealth
Requirement 1:
You have net assets* of at least AUD $2.5 million
OR
You have had a gross income of at least AUD $250,000 a year for the last 2 financial years

Requirement 2:
You have passed our short assessment to demonstrate your knowledge

For details of the leverage available to professional clients, please refer to the following page on our website: https://capital.com/professional-clients-au 

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