X

X

April’s Case Study – clients who own businesses

If you can’t provide them with commercial advice there are still ways you can provide them with assistance – especially during these troublesome times.

TorFX specialise in supporting the wealth management industry, giving you the opportunity to connect your clients with a trusted, client-centric currency transfer service through your Partners Portal.

There are a number of reasons that businesses handle different currencies, including:

  • Physically importing and exporting products – (retail, manufacturing, farming etc.)
  • Providing their service to overseas clients – (legal firms, accountancy services, virtual PAs, website designers, tech support etc.)
  • Payroll – (corporate relocation, foreign nationals, people that work on yachts and oil rigs etc.)
  • Patent and trademarking – (design and manufacturing etc.)

Many businesses utilise their banks to conduct their overseas transactions and are unaware there are specialists like TorFX who can manage their international transfers and help them save both time and money.

TorFX have compiled the top 12 reasons that advisers’ clients use their service and are sharing a case study each month to help you identify which of your clients could benefit from their services.

Speak to your Partnership Manager today to learn more about the referral business model by calling +44-(0)1736 335740 or e-mailing partners@torfx.com

January – Buying property overseas

February – Selling property overseas

March – International investments

This month we are looking at the 4th most popular reason for currency transfers – business payments.

Continue reading article…

This Week’s Most Read

Latest IFA Magazine Podcast Episodes

Keep updated on the most important financial events 

Make sure you are an informed

wealth professional..

Adblock Blocker

We have detected that you are using

adblocking plugin in your browser. 

IFA Magazine