BECOMING A CLIENT
1. Register
Opening an account is free and carries no obligation. Complete our simple online registration and provide the information required to verify your identity.
2. Account verification
As part of the onboarding process, additional information or documentation may be required to complete the necessary verification and compliance checks.
3. Speak with your currency specialist
Once your account is active, you’ll have direct access to an experienced currency specialist who will take the time to understand your plans, the amount you need to transfer and when your payment is required.
4. Ready when you are
There is no obligation to transact. Once registered, you can discuss your requirements with us, obtain exchange rate quotes and use the service whenever the time is right for you.
MAKING YOUR TRANSFER
1. Discuss your requirement
Tell us the currency you need to buy or sell, the amount involved and when your transfer is required. We’ll talk you through the options available.
2. Agree your transaction
When you’re happy to proceed, we’ll confirm the exchange rate and transaction details with you before the trade is booked.
3. Send your funds
Transfer the required funds to the account details provided. Depending on the payment route and currency involved, additional information may be required before the payment can be processed.
4. We complete your payment
Once your funds have been received and any necessary checks are complete, the currency is converted and sent to your nominated beneficiary in accordance with your instructions.
5. Support throughout
Your currency specialist remains available throughout the process, whether you’re making a one-off transfer or need help managing a series of payments over several months.
From your first conversation through to your final payment, you’ll have access to an experienced currency specialist who can explain your options, answer your questions and help you manage your transfer with confidence.