Complete the Professional Client questionnaire

A walkthrough of the Professional Client classification questionnaire, with the recommended answer to each question.

Updated 16 June 2026

When opening an account with Vault, you will be asked to complete a Professional Client classification questionnaire. This guide walks through each screen and shows the recommended answer to select.

Question 1

Recommended answer: No

Questionnaire screen: In the past 12 months, have you worked in the financial sector in a role requiring investment or trading knowledge? — Select No.

Question 2

Recommended answer: Yes

Questionnaire screen: Do you have enough financial experience and understanding to be a Professional Client? — Select Yes.

Question 3

Recommended answer: Yes

Questionnaire screen: Does your overall net worth exceed USD 1,000,000 (excluding your primary residence and any pension plans)? — Select Yes.

Question 4

Recommended answer: 3 to 5 years

Questionnaire screen: How long do you plan to hold your investments before selling them for a return? — Select 3 to 5 years.

Question 5

Recommended answer: Low need

Questionnaire screen: How would you describe your need for liquidity in your investments? — Select Low need.

Question 6

Recommended answer: Select Stocks, Bonds, Derivatives, and Private Equity

Questionnaire screen: What types of financial instruments are you experienced with? Stocks, Bonds, Derivatives (Options, Futures), and Private Equity are checked. — Check Stocks, Bonds, Derivatives (Options, Futures), and Private Equity.