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:
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
(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:
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:
Market counterparties
A Market Counterparty is any person who is either:
iShares is one of the world’s largest ETF providers, offering more than 1,400 products worldwide.¹
OUR MISSION
WHO WE ARE
iShares has been a leader in the ETF marketplace for more than two decades, and as a part of BlackRock, our products are engineered by investment professionals with discipline and deep risk management expertise.
WHAT WE DO
With a global line-up of over 1,400 ETFs, we are committed to providing investor access to every corner of the market.²
OUR COMMITMENT
As a part of BlackRock, we’re committed to helping more and more people experience financial well-being. iShares offers investors access to BlackRock’s industry-leading expertise, solutions and tools that help advance this mission of financial well-being for our investors.
1, 2,3,4 BlackRock Global Business Intelligence as of 02/01/24.
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.
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