The easiest financial product to promote
1 June 2023
- Step 1: Ask if they have personal or business ties abroad. If they say yes, ask if they would like a currency exchange quote
- Step 2: If they say yes, log into your Partner Portal to refer them
There is a wide array of reasons your private & business clients, friends, family and connections might have currency requirements, as demonstrated by the case studies below. To download any of these case studies, visit the Resource area of the Partner Portal:
- Business Clients
- Overseas Holidays
- Bill payments
- Sending funds to family
- Investments
- Selling Property
- Inheritance
- Studying
- Private Equity Firms
- Emigrating
- Buying Property
- Property Maintenance Costs
- Salary
- Pensions
- Buying Luxury Goods
- Property Agents – servicing international students
- Legal firms
- Property Agents – remitting rental income overseas
Want to meet TorFX in person? They look forward to meeting with you and your team at your office, book in for your free lunch meeting here.
