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General TradingC

Client

In trading, a client refers to an individual or institutional customer who opens an account with a broker or financial institution to execute trades in financial markets. Clients can range from retail traders to large institutional investors such as hedge funds and pension funds. Brokers have a regulatory obligation to assess each client's risk tolerance and investment objectives to ensure suitable product offerings.

Example

The broker onboarded the new client after completing the required KYC checks and risk assessment questionnaire.