We follow a simple 5 step process...
Our services are designed to make your life easier. We’ve designed a simple five step process for how you can get started trading with Halo:
1. Open an account
Register for an account online, by phone or by post. It’s completely free and once you open an account there is no obligation for you to trade.
2. Get a quote
You will be assigned a dedicated Foreign Exchange Consultant who will discuss your currency requirements with you, answer any questions, and suggest the right payment solution for you. If you’re happy with this, they will then quote you an exchange rate over the phone which you can either accept or reject verbally.
3. Confirm your trade
Once you accept this quote (which can be done quickly over the phone), you’ll receive a confirmation email with ‘next step’ instructions, including how to pay and any information we may need from you, including who you want us to pay etc.
4. Send your funds
You will need to instruct your bank to send us money to pay for your currency, which can be done either electronically (BACS/CHAPS/TT wire) or by cheque. We’ll email you confirmation once we receive your funds safely.
5. We send your payment
Once all the above has been completed, we will then arrange swift payment of the proceeds into your beneficiary account(s). We’ll email you confirmation once the payment has been made and, if required, we can even email the recipient notifying them of the incoming payment.