How it works for micro, small and medium-sized enterprises

If you have an immediate need to make a foreign exchange transaction, for example you have an invoice from an overseas supplier that needs payment, please get in touch now and we will respond immediately.

  1. Set up your Account – it’s free and carries no obligation

To comply with anti-money laundering regulations, you need to register for your free no-obligation trading Account. It’s quick and easy to do online, but if you’d prefer to talk to an Account Executive first, please get in touch.

  1. Speak to your Account Executive– understanding what’s best for you

Your dedicated Account Executive will call you to discuss your requirements. They will make sure that you understand how everything works and explain the different options available to you.

  1. Beneficiary details – where you want us to send your funds

You need to let us know where you want your funds to be sent. We will tell you exactly what details you need to provide us with to ensure that your payment arrives as quickly as possible.

  1. Trading your funds – getting the best rate for you

When you are ready to book your trade, simply speak directly to your Account Executive. You can book your trade over the phone or if you would prefer, you can use our online global payment solution, AFEXDirect. Once you have booked your trade, you will receive a confirmation email, detailing the exchange rate, currency amount and relevant transfer dates.

  1. Send us the funds

We will provide you with details of our account. Please ensure that your funds arrive on or before the date on which your funds are due to be sent out.

Prefer to talk?

If you are looking to work with one of the most trusted Risk Management Teams in the world, please get in touch for an initial discussion. 

Where next?