Private clients solutions

How it works for private individuals


We’re here to help, whether you’re new to foreign exchange and just want to learn how to manage your foreign exchange needs more effectively, or you’re looking to plan a more complex foreign exchange strategy.

  1. Register – it’s free to register and there’s no obligation on your part
     

In order to comply with anti-money laundering regulations, you need to register for a trading Account. It’s quick and easy to do, and you’re under no obligation to trade.

  1. Talk - your Account Executive will help answer any questions
     

All Private Clients have their very own Account Executive who will be happy to discuss your individual requirements and timescales. They will clearly explain how everything works and provide insights into the various trading options available to you.

  1. Trading – getting the best rate for you
     

When ready to trade, you can speak directly to your Account Executive and book over the phone or you can use our online global payment solution, AFEXDirect. As soon as your trade is booked, you’ll receive a confirmation email, detailing the exchange rate, currency amount and transfer dates.

  1. Money – sending your money from your bank to ours
     

You’ll need to ensure that your funds arrive in our account on or before the date on which your funds are due to be sent out. We will provide you with all the details of our account.

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

We’ll need your beneficiary bank account details so that we can send your funds out. We will advise you on exactly what details we need to ensure smooth transfers to the destination account.

  1. Transfer – funds transfer, completing the process
     

Once we have received your money, we’ll send your funds out on the agreed date. You will receive confirmation that your funds have been sent, finalizing the trade.

Prefer to talk?

If you are looking to work with one of the most trusted Private Client Teams around, please get in touch for an initial discussion.

Where next?