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Commission Delegated Regulation (EU) 2017/565 Article 45

Commission Delegated Regulation (EU) 2017/565 Article 45

Information concerning client categorisation

Article 45

1.   Investment firms shall notify new clients, and existing clients that the investment firm has newly categorised as required by Directive 2014/65/EU, of their categorisation as a retail client, a professional client or an eligible counterparty in accordance with that Directive. 2.   Investment firms shall inform clients in a durable medium about any right that client has to request a different categorisation and about any limitations to the level of client protection that a different categorisation would entail. 3.   Investment firms may, either on their own initiative or at the request of the client concerned treat a client in the following manner: (a) as a professional or retail client where that client might otherwise be classified as an eligible counterparty pursuant to Article 30(2) of Directive 2014/65/EU; (b) a retail client where that client that is considered a professional client pursuant to Section I of Annex II to Directive 2014/65/EU.

Read the full instrument → · Read this in context: SECTION 1 — Information to clients and potential clients →

Other provisions in SECTION 1 — Information to clients and potential clients

Compiled from an official source version. Later amendments or repeals may not be reflected; the official text prevails. · Read the official text ↗ · Data as of 2026-07-04

CitationArticle 45 of Commission Delegated Regulation (EU) 2017/565 (LawPlayer, data as of 2026-07-04)

© European Union, https://eur-lex.europa.eu, 1998-2026. Reuse authorised under Commission Decision 2011/833/EU, provided the source is acknowledged.

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