Our process is bespoke to each client.
One of our Portfolio Managers will spend time with each client to get an understanding of currency flows for their business and how we can make this efficient, transparent and focused. Once your account is open, we will get a clear understanding of your currency cash flow needs. From there we will look to see what products are best suited for your companies requirements.
Book your transaction
via our online portal or through your dedicated Portfolio Manager (phone or email).
On the applicable date. Beneficiary details are then added to the trade.
Payment sent out
Confirmation of the transaction will be emailed as soon as the transaction is complete.