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Broker Safety: Regulation and Investor Protection

6 min readCompound

Key takeaways

Broker safety rests on two pillars: regulation, which sets the rules of the game, and segregation of client assets, which protects your securities if the broker goes bankrupt.

What Regulation Is and Why It Matters

A broker operating in the EU must hold a licence from a local regulator and comply with the MiFID II directive. This requires it to maintain client accounts separately from its own assets — see the separate article on asset segregation. However, regulators differ in supervisory strength:

Investor Compensation Systems

In the EU, the Investor Compensation Scheme (ICS) operates: if a broker goes bankrupt and client assets are unavailable or damaged (not in the case of a market decline!), the compensation fund pays out up to EUR 20,000 per client. This is insurance against insolvency, not protection against market risks.

Important: The compensation system does not cover investment losses. It covers only the case where the broker misappropriated or lost client securities.

How a Broker Applies Protection in Practice

Securities must be deposited with a custodian (securities administrator), who segregates them from the broker's assets. In the event of broker bankruptcy, your ETFs still exist at the depository account — they are not part of the bankruptcy estate. Cash in a trading account has weaker protection, so keep only as much as needed for planned purchases.

What to Focus On When Choosing

When choosing a broker, verify in the fee schedule or terms: which regulator the broker operates under, where the securities are held, and who the custodian is. More practical advice can be found in the article how to choose a broker for a Czech household.

FAQ

What happens to my ETFs if the broker goes bankrupt?

If the broker properly maintained segregated accounts, your securities remain at the custodian and belong to you — they are not part of the bankruptcy estate. It may take weeks before you can access them again, but you will not lose them.

What is ICS and how much does it cover?

The Investor Compensation Scheme is the EU system for compensation in the event of broker insolvency. It pays out up to EUR 20,000 per client. It does not cover market losses — only the situation where the broker misappropriated or lost client securities.

Is a CySEC broker dangerous?

Not automatically. CySEC is a legitimate EU regulator. Historically it was less strict than FCA or BaFin, but MiFID II obligations apply to all. The important thing is to verify that the broker actually complies with asset segregation rules.

How do I know the broker is properly holding my securities?

In the terms or statement, look for mention of a custodian and "segregated accounts." A regulated broker must provide this information. You can also verify registration directly on the regulator's website (CNB, FCA, CySEC).

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