Introducing your clients to our foreign exchange services
Start by getting in touch with us. We’ll outline our services with you and you can discuss your and your clients’ requirements for buying and selling foreign currency. Once we’ve both agreed we can be of mutual help to one another, we’ll register you as an Introducer of Personal FX and agree the terms and conditions of the relationship.
We’ll then get into the detail of the partnership approach. This will include agreeing:
- How we work together
- A client approach
- A formal plan of action
- Objectives and timescales
It’s a simple process designed to help you and your clients.
