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How does being a Professional Investor help you meet your investment goals?

Who is a Professional Investor?

A Professional Investor (”PI”) is someone who meets the requirements set out by the Securities and Commodities Authority (SCA), and has opted in to be treated as PI. PI’s are assumed to have more experience and knowledge in the investment field and better able to assess resources to protect their own interests.

Benefits of being a Professional Investor

Preferential access to a wider suite of wealth solutions

Choose from a suite of bespoke investment opportunities aimed to maximise your investment potential.

Personalised attention and high touch engagement from highly skilled professionals

A team of dedicated trusted experts exclusively to help you optimise your portfolio.

Enjoy better pricing on your investments

As a Professional Investor, you get access to the most competitive rates when you invest with us.

Exclusive Wealth insights

Gain valuable investment insights to help you plan for your next investment move.

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Personalised service and guidance from skilled experts
  • Access to senior relationship managers and wealth specialists trained by the Standard Chartered-INSEAD Wealth Academy.
  • Your dedicated relationship team includes senior relationship managers, wealth specialists and service managers to provide timely insights, analysis and personalised service.
  • For more in-depth guidance our wealth specialists (Investment advisors and Insurance specialists) work with you to offer tailored solutions covering your investments, retirement and protection needs.
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Exclusive and actionable wealth insights
  • We tap our global network and resources to identify global investment opportunities and provide timely and actionable insights so you can make more informed decisions.
  • As a Professional Investor, you also get access to wider in-house publications from our Group Chief Investment Office and Professional Investor only exclusive events.
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Preferential pricing
  • Get wealth lending facilities for greater financial flexibility at competitive rates and enjoy preferential pricing when you invest with us.

How do I qualify as a Professional Investor ?

Summary from the excerpt of Securities and Commodities Authority (SCA), Professional Investor definition:
  • The natural person who declares that his/her net assets-excluding his/her main residential house is AED 4 million;
  • and who acknowledges that s/he has sufficient experience and knowledge in the investment field and is aware of its risks or to be represented by an entity licensed by the Authority in line with the license conditions.
  • Declarations will need to be backed by documentary proof.

Note – The Professional Investor definition is defined and detailed by SCA and this website captures only a summary.

We help you grow your wealth

With so many choices out there, investing can be complex. Our team of experienced investment specialists, along with your Relationship Manager, will partner with you every step of the way.

  • You can review your profile and update your client declaration status as a Professional Investor via the SC mobile app
  • Provide necessary financial assessment documents to your relationship manager
  • You can review your profile and update your client declaration status as a Retail Investor via the SC Mobile app; or
  • You can contact your relationship manager if you would like to opt out as a Professional Investor

Disclaimer

Standard Chartered Bank UAE is licensed by the Central Bank of the U.A.E.

Standard Chartered Bank UAE is licensed by Securities and Commodities Authority (SCA) to practice Promotion Activity.

Professional Investors (also referred to as “PI” or “PIs” on this page) may no longer be offered certain protections and disclosures that are required for retail clients. It is the sole responsibility of the PIs to evaluate the risks and suitability of their investment decisions. PIs are subject to additional terms and conditions, and their rights and remedies may be different from those applicable to retail clients.

The content of this webpage does not constitute an offer, recommendation or solicitation of an offer to enter into a transaction or adopt any hedging, trading or investment strategy.

It has not been prepared for any particular person or class of persons and does not constitute and should not be construed as investment advice nor an investment recommendation.

It has been prepared without regard to the specific investment objectives, financial situation or particular needs of any person.

You should seek advice from a licensed or an exempt financial adviser on the suitability of the product for you, taking into account these factors before making a commitment to purchase or invest in an investment.

In the event that you choose not to seek advice from a licensed or an exempt financial adviser, you should carefully consider whether this product is suitable for you.

You are fully responsible for your investment decision, including whether the product or service described here is suitable for you. The investment products mentioned are not principal-protected and you may lose all or part of your original investment amount.

SCB will not accept any responsibility or liability of any kind, with respect to the accuracy or completeness of the information in this website.

This website is being distributed for general information only and it does not constitute an offer, recommendation or solicitation of an offer to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. It has not been prepared for any particular person or class of persons and does not constitute and should not be construed as investment advice or an investment recommendation. It has been prepared without regards to the specific investment objectives, financial situation or particular needs of any particular person or class of persons. You should seek advice from a financial adviser on the suitability of an investment for you, taking into account these factors before making a commitment to invest in an investment. In the event that you choose not to seek advice from a licensed or exempt financial adviser, you should carefully consider whether this investment is suitable for you.

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Professional Investor Access bespoke wealth solutions that fit your investment goals