NOTICE OF AMENDMENT: ADDITIONAL INFORMATION

Interactive Brokers (U.K.) Limited and Interactive Brokers LLC Client Agreement

What do the changes mean for me?

To address changes in our business, technology, services, markets, and to better serve our customers, we have revised the terms of our standard customer agreement ("Client Agreement").

The revised Client Agreement replaced the previous version on 3 April 2023.

We have highlighted below the main changes made to the Client Agreement. The full text of the revised Client Agreement can be reviewed HERE.

List of key changes to the Client Agreement

1. The full title of the Client Agreement is now the "Interactive Brokers (U.K.) Limited and Interactive Brokers LLC Client Agreement".
2. The entire agreement has generally been restructured and reordered, using less jargon, where possible (explaining it, where it is not) to make it easier to read.
3. Sections or subsections (indicated in parentheses) of the revised Client Agreement that are either new or have been substantively amended include, but are not limited to:

• Cancelling this Agreement (A1.2)
• Definitions and interpretation (A1.3, Appendix 1)
• What are the risks (A1.6, Appendix 3)
• Communicating with us (A1.8)
• Use of Electronic Services (A1.9)
• Costs and charges information (A2)
• Your personal information (A3)
• Responsibilities (A7)
• Changing this Agreement (A10)
• When things go wrong (A12)
• Liquidation of Positions (A14)
• Closing Rights Positions Prior to Expiration (A15)
• Arbitration (A18, Appendix 5)
• The services we provide you (B1)
• Orders and confirmations (B3)
• Commodity options and futures not settled in cash (B4.3, Appendix 4)
• Corporate actions (B4.4)
• Universal Account (C1)
• Worthless and Non-Transferable Securities (C6)
• Unclaimed Property (C7)
• Terms that apply to margin-enabled accounts (D1)

If you have any questions about this notice, please contact us via the Client Portal or via our website at www.ibkr.co.uk/support.