Post by Pierre Aribaut.comBonjour, j'hésite à ouvrir un compte Interactive Brokers (IBKR), j'ai 2
1) le parrainage
https://www.interactivebrokers.com/en/accounts/referrer.php
Je lis " Residents of Japan, Spain and Israel are not eligible to
participate in the program."
Je réside en Espagne, si une personne en France me parraine, ça se passe
comment ? Elle touche une prime de parrainage ? J'en touche une ?
Personne n'en touche ?
J'ai posé la question à Interactive Brokers, pas eu de réponse pour le
moment.
https://www.interactivebrokers.com/en/general/compare-lite-pro.php
Si j'ouvre un compte et que je mets plus de 100 000 USD dessus, et que
je fais pas mal d'ordres rapidement, est-ce que je peux passer
rapidement de IBKR Lite à IBKR Pro ? En quelques mois ou ce sera
seulement l'année suivante ?
Quels sont les requis pour pour passer de IBKR Lite à IBKR Pro ?
Idem, j'ai posé la question à Interactive Brokers, sans réponse pour le
moment.
Merci pour vos réponses.
Pierre
Je m'auto-réponds sur le 2ème point, ayant trouvé la réponse pour passer
à IBKR PRO entretemps sur https://ibkr.info/node/3298 .
Les conditions ne sont pas très accessibles au quidam moyen :
- du 500 000 euros au moins chez eux
- pas mal de transactions d'une certaine taille minimale
- avoir éventuellement bossé dans le secteur financier
Dommage, parce que le cash rémunéré paie bcp moins chez eux en IBKR
lite, ça vaut déjà moins le coup.
Extrait :
"Re-categorisation as Professional Client
IBUK allows its Retail Clients to request to be re-categorised as
Professional Clients. Clients are notified of their Client Category and
can check it at any time from Account Management, under Settings>
Account Settings> MiFID Client Category. From this same screen, Clients
can also request to change their MiFID Category.
IBUK will consider re-categorising Retail Clients to Professional
Clients in two instances:
1. Per Se Professional Clients can notify IBUK that they consider that
they should have been categorised as Per Se Professionals under the FCA
rules, because at least one of the following conditions applies:
(i) authorised or regulated to operate in the financial markets; or
(ii) a large undertaking meeting two of the following size requirements
on a company basis:
(a) balance sheet total of EUR 20,000,000;
(b) net turnover of EUR 40,000,000;
(c) own funds of EUR 2,000,000;
(iii) an institutional investor whose main activity is to invest in
financial instruments. This includes entities dedicated to the
securitisation of assets or other financing transactions.
2. IBUK may treat Clients as Elective Professional Clients if, based on
an assessment of the Client’s expertise, experience, and knowledge, IBUK
is reasonably assured that, in light of the nature of the transactions
or services envisaged, the Client is capable of making its own
investment decisions and understand the risks involved. Clients who do
not meet the requirements to be categorised as Per Se Professional
Clients can still request to be categorised as Elective Professional
Clients.
To obtain such re-categorisation, Retail Clients must provide evidence
that they satisfy at least two (2) of the following criteria:
1. Over the last four (4) quarters, the Client conducted trades in
financial instruments in significant size at an average frequency of ten
(10) per quarter.
To determine the significant size IBUK considers the following:
a. During the last four quarters, there were at least forty (40)
trades; and
b. During each of the last four (4) quarters, there was at least one
(1) trade; and
c. The total notional value of the top forty (40) trades of the last
four (4) quarters is greater than EUR 200,000; and
d. The account has a net asset value greater than EUR 50,000.
Trades in Spot FX and Unallocated OTC Metals are not considered for the
purpose of this calculation.
2. The Client holds a portfolio of financial instruments (including
cash) that exceeds EUR 500,000 (or equivalent);
3. The Client is an individual account holder or a trader of an
organisation account who works or has worked in the financial sector for
at least one year in a professional position which requires knowledge of
products it trades in.
Upon review and verification of the information and supporting evidence
provided, IBUK will re-categorise clients if all relevant conditions are
met to satisfaction.
Retail Clients requesting to be re-categorised as Professional Accounts
must read and understand the warning provided by IBUK before the
relevant request is submitted."
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