It’s quick and easy to recommend Halo Financial to your clients and contacts. We keep you updated every step of the way.
Step One
Get in touch to let us know you wish to refer a client to us:
- Call us on +44 (0) 20 7350 5473
Step Two
Once we have the relevant permissions to get in contact with your client, they are allocated a dedicated Currency Consultant, who will speak to them about their specific requirements.
Step Three
Your client opens an account with us. This can be done online or over the telephone. Once verified, they can start to trade currency with us and can discuss the currency service that best suit their needs with their Currency Consultant.
Step Four
We notify you once your client has completed a currency trade with us and send a monthly statement so you can keep track of every client you have recommended Halo to.
The Client Experience – how we work with clients to their benefit
It’s another simple process, with four key steps:
Step One – Client registration
- Takes only two minutes to complete
- Account is opened immediately on receipt of correct and verified information
- No obligation to trade with Halo Financial once client has registered
Step Two – Currency Consultant assigned
Your client will be assigned to an MSTA-qualified Currency Consultant, who will be their key and consistent point of contact.
Step Three – Understanding Requirements
The Currency Consultant will have their first discussion with the client – to get an understanding of your client’s objectives, timeframes and preferred contact method.
The consultant will give your client a detailed overview of the market and currency pairs of interest, putting together a trading strategy if required.
They consider upcoming economic and political events (e.g. Brexit, what’s happening in the USA and China) as well as planned data releases that affect currency rates (such as employment figures, growth rates, manufacturing performance, inflation, retail sales, consumer and business confidence indices) to provide guidance on how the markets may respond and help find the best time to trade.
Step Four – Booking a trade
Once a rate is agreed, the Currency Consultant will book the trade on behalf of the client. Using the GBPUSD currency pairing as an example, we will purchase the USD and email the client our GBP account details.
Step Five – The payments and settlements process
Currency payments are made quickly and efficiently through the SWIFT banking network and payments system.
In our example, once the GBP is received, we send the USD to the client’s account. If this is received by 1:00pm, the funds will be available in the US account the same day. If we receive funds after 1:00pm, they will be in the client account the following day.
Additional benefits for clients
In addition to a potential saving of 1-4% on the spot rate, the other major benefit of using Halo Financial is the level of guidance provided on the timing of trades, protecting downside risk and positioning clients to take advantage of the upside. With swings of up to 15% in Sterling value over the last 12 months, we first seek to ensure our client’s money and margins are protected.
Reviews
Hundreds of reviews showing Halo’s excellent customer service.
We received the Platinum Trusted Service Award – having achieved excellent customer satisfaction for 6 years in a row.
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