Guide

DFSA and FSRA licence categories compared

Updated

The category numbers look the same across the two zones. The activities inside them are not, and assuming otherwise is the most expensive mistake in this comparison.

How the categories are defined

The DFSA's definitions sit in PIB 1.3 of its rulebook and the FSRA's in PRU 1.3 of its own. Both work the same way: a firm is in a category if its licence or financial services permission authorises it to carry on one of the listed activities and it does not meet the criteria of a higher category. The order matters, so a firm doing several things lands in the heaviest category that applies.

What sits in each category, by regulator
CategoryDFSA, DIFCFSRA, ADGM
1Accepting deposits or managing an unrestricted PSIAAccepting deposits or managing an unrestricted PSIA
2Providing credit or dealing in investments as principalProviding credit or dealing as principal, but not as matched principal
3ADealing as agent, or operating an alternative trading systemDealing as matched principal, or dealing as agent
3BCustody for a fund or of crypto assets, fund trustee, employee money purchase schemesCustody for a public fund and related activities
3CManaging assets, managing a fund, custody other than for a fund, trust services, issuing stored valueManaging assets, managing a fund, custody other than for a public fund, trust services, money services, issuing a fiat-referenced token
3DA DFSA-only categoryNo equivalent
4Arranging, advising, arranging custody, insurance intermediation, insurance management, fund administration, crowdfunding, money transmissionArranging, advising, arranging custody, insurance intermediation, insurance management, fund administration, operating a multilateral or organised trading facility, private financing platforms
5Islamic financial institution managing an unrestricted PSIAIslamic financial institution managing an unrestricted PSIA

Three differences that actually change the answer

  • Matched principal dealing. The DFSA keeps it in Category 2 with a reduced US$500,000 floor. The FSRA moves it to Category 3A. Same business, different category, different rulebook chapter.
  • Trading facilities. Operating a multilateral or organised trading facility is Category 4 for the FSRA. The DFSA puts operating an alternative trading system in Category 3A.
  • Digital assets. The DFSA handles crypto custody in Category 3B. The FSRA handles issuing a fiat-referenced token in Category 3C with its own US$2 million floor.

Base capital is a floor, not the requirement

Both regimes require the firm to hold Common Equity Tier 1 capital of at least its base capital requirement at authorisation and at all times thereafter, and then require more where the firm's expenditure or risk profile demands it. The DFSA's expenditure based capital minimum and the FSRA's equivalent routinely produce a higher number than base capital for a real business with staff and premises.

Category definitions in both rulebooks are amended regularly. Read the current rule text at DFSA PIB 1.3 and FSRA PRU 1.3 rather than relying on a summary.

Questions, answered directly

Are DFSA and FSRA categories the same?

They are numbered the same way and match at the top and bottom, but several activities sit in different categories. Matched principal dealing is Category 2 for the DFSA and Category 3A for the FSRA, and the DFSA has a Category 3D with no ADGM equivalent.

Which category is an investment adviser in?

Category 4 in both zones, the lightest prudential category. Base capital is US$30,000 under the DFSA rulebook and US$50,000 under the FSRA rulebook, before any expenditure based requirement is applied.

Route the activity before you pick the zone.

Six questions, then the regulator, the category and the capital floor on both sides.

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