Halo Financial Brochure - Corporate Client

Make the informed choice. Switch to Halo Financial Professional foreign exchange services, personally delivered.

Consider Halo Financial

Frustrated by a poor foreign currency service?

Wish you could talk to a real person at the end of the phone? We saw exactly what the other providers were doing wrong and decided to do it right. We’re faster, our costs are lower, and our people are dedicated to one thing: serving you, the customer. At Halo Financial we’re interested in building long-term client relationships rather than short-term profits. Expert advice is only ever a phone call away.

Why not give us a call?

+44 (0)20 7350 5470

Preferred Partner of the:

Our Latest Awards:

Ask yourself: are you sure you’re getting the best deal from your current provider?

If the answer is no or you’re not sure, we can help. How? By being more dedicated, by offering a more competitive pricing structure and by helping you execute your transactions at the best time.

We’re better for business Many currency providers wait for you to come to them. But when you trade with Halo Financial we combine experience and technology and leverage them to your advantage. You’ll be contacted personally and proactively by dealers who understand your requirements and constantly watch the markets to ensure you trade at the best possible rate. You’ll also be kept up-to-date daily via email so you have more time to focus on your core business.

Information. The edge you need Currency trades benefit from constant attention. Prices fluctuate daily, hourly - even by the second.

Knowing when to transact can mean the difference between money saved and money lost. Information is the most valuable commodity on the world’s currency markets. We make every second count.

Telephone: +44 (0)20 7350 5470

We give you the power to make the right choice. Not only do we assign you a dedicated currency expert to be your constant guide and enable you to make profitable decisions, we give you real-time access to the same foreign exchange data we use, meaning that you’re always fully informed. Our aim is simple: to make sure you get the most out of every trade to help your business grow and compete more successfully in today’s global market place.

“

Halo Financial provide a professional and expert service with sound advice for our currency transactions, with a personal touch.

”

Managing Director Medium sized electronics company

Information is power We give you the tools to use it

Email: help@halofinancial.com

Web: www.halofinancial.com

3

Reap the rewards of having a dedicated FX dealer

Open an account with us. We’ll provide you with a dedicated FX dealer, regardless of the size or frequency of your requirement.

In short, you’ll always be dealing with the same person - someone who understands your needs, someone you trust.

A real person offering real solutions

We provide the following services:

We will:

It’s our task to watch the markets for you and help you make the right choices. We provide the information and expert opinion. You decide when it’s the best time to make a trade with confidence.

Corporate risk management

•S ave you money on your currency transactions

Talk to professional people who understand the needs of business Not every currency supplier is equipped to handle complex business requirements. We are. As business people ourselves and with a successful track record of managing companys’ currency risks across a wide range of industry sectors, we understand the importance of good planning to your long-term success.

We tailor our solutions according to your business needs and appetite for risk Your dedicated FX dealer will assess your situation and propose options that give you the best deal for your business. Whether you’re looking for long-term stability to improve the predictability of your import / export balance sheet or just waiting for the right moment to get more for your money when making a large capital transfer, we can provide you with a bespoke solution that suits your needs.

Telephone: +44 (0)20 7350 5470

We can help you mitigate your foreign exchange risk, protect your profit margins, improve your cashflow management and remove the hassle from making international payments.

Let our experts evaluate your exposure, identify your objectives, and come up with a hedging strategy that gives you the best value for money.

• Minimise the currency risks your business faces

Specialist currency expertise

We deliver:

We provide on-the-spot assistance, ensuring international transactions and tenders are appropriately priced and protected by utilising a portfolio of currency instruments. In short, you don’t need a dedicated FX department.

• Market leading exchange rates

Efficient international payment processing

• A personal, dedicated currency expert at the end of the phone

We simplify the process of making international payments to save you time. We’re able to process a single or multiple payment instruction even in different currencies, to different beneficiaries in different countries.

We’ll make sure your domestic and international payments are made on time, every time.

• Direct, instant access to detailed currency exchange data

• Maximise your profit on international deals • Streamline your international payments • Bring specialist expertise to all your currency needs

• 24-hour monitoring of target rates • Protection against currency volatility • Fast, reliable domestic and international payments

“

Halo Financial offer an exceptional service to my clients.

Halo are a great team and we will continue to support them as they have proved to be the best in the industry.

”

Managing Director International Relocation Organisation

Email: help@halofinancial.com

Web: www.halofinancial.com

5

How are you better than my current currency company?

Social Media Halo Financial regularly place updates on Twitter, Youtube, Facebook, Linked In, and Google+.

Halo record daily videos, have explanations of key phrases and terms, descriptions of our services and much more. You can also follow our views on the current news, markets and world affairs.

Halo have low overheads and will look to quote the best available exchange rate irrespective of the size or frequency of your trades. Even if you’re trading daily, we can offer a better exchange rate and help you transact at the best rate by trading at the right time, giving you more for your money.

How do you know where the rate is going?

Our experts watch the markets constantly, providing real time analysis to help predict the direction of currency flows, minimising risk. By paying constant attention to market prices, we can help you choose the best time to make a transaction, using a combination of our technical analysts and years of experience to make accurate predictions about exchange rates.

Will you deliver my money quickly?

We will always deliver your money as promptly as possible. Upon receipt of cleared funds we will transfer your currency to your specified beneficiary on the contracts settlement date or earlier as requested. Time zone permitting this will usually be the same working day. You will also receive detailed automated payment and receipt notifications.

How will you keep me updated?

We’ll keep you updated in all the ways you tell us to. Whether it’s via a daily email to update you, a phone call to confirm your instructions have been met, or by giving you full, instant access to the same data we use you’re always fully informed.

Why Halo Financial?

Friendly, professional advice is only ever a phone call away. Foreign exchange is our business and our dealers are expert currency analysts, meaning you enjoy the benefits of dedicated expertise and 24/7 access to market data to help you make the right choices. We work harder and generally charge less than other providers and we never forget that your requirements are the number one priority.

Our promises: Cost effective We promise to beat the other company’s rate. How? By being leaner and more efficient.

Fast We promise to deliver your money as soon as possible.

We don't delay.

Professional We promise to update you as soon as the market moves.

Choose from a number of different delivery options.

Informed We promise to provide you with access to the same real-time data we use.

Personal We promise to appoint a dedicated currency expert to help you. We're not a call-centre operation.

You’re a name, not a number.

Available We promise your call will be answered by a real person every time allowing instant execution of your deals.

Enjoyable We promise to help you look at foreign exchange as a profit opportunity rather than a cost.

Telephone: +44 (0)20 7350 5470

Email: help@halofinancial.com

Web: www.halofinancial.com

7

Make it easy on yourself.

Call the experts

Confused about the different kinds of currency transactions available?

We’re here to help. Our experts can guide you through the various types of transaction and help you pick a combination of services that are right for your business.

Spot contracts A Spot contract is an agreement to buy or sell currency for immediate delivery at an agreed exchange rate.

Forward contracts Forward contracts enable you to fix an exchange rate to buy and sell currency for settlement on or before an agreed date up to 24 months in advance. It’s a ‘trade now, pay later’ type contract and, because the rate is fixed, it isn’t affected by currency movements between the date it was agreed and the date the contract is due to be settled.

Currency can be delivered earlier or later than the agreed settlement date either in full or in multiple payments on different dates by drawing down from the initial lump sum.

There are two types of automated currency order:

Stop Loss orders A Stop Loss order is an automated order to buy or sell currency at a predetermined ‘worst case’ exchange rate, which if achieved, will automatically fulfil your instruction.

It is used to protect bottom line profit margins and costing levels.

Limit orders A Limit order is an automated order to buy or sell currency at a predetermined ‘best case’ exchange rate, which if achieved, will automatically fulfil your instruction. It is used to enhance profit margins.

“

Halo Financial has been invaluable in planning our foreign currency requirements.

They have kept us in touch with the markets and provided accurate market analysis enabling us to hedge our foreign currency risk. As a result we have been able to achieve significant savings compared to our previous currency provider.

We particularly like the personal service and prompt attention we receive from the whole team and definitely recommend their services.

”

Financial Director Media Publisher

Automated currency orders Halo Financial delivers best-value deals by using automated currency orders that help you use currency volatility to your advantage; protecting you against currency loss and maximising your currency gain. You don’t have enough time to monitor exchange rates continually.

So we do it for you – 24/7.

Telephone: +44 (0)20 7350 5470

Email: help@halofinancial.com

Web: www.halofinancial.com

9

Free Currency Audit – call now!

Opening hours (UK time) Monday — Thursday

8.30am — 8.00pm

Friday

8.30am — 5.30pm

Call us today we’ll provide you with a free currency audit showing you how Halo Financial can help save you money and benefit your business with fast access to currency information and foreign exchange trades. Let us prove our worth to you.

For further information or to discuss your needs call

+44 (0)20 7350 5470 or visit www.halofinancial.com

We’re looking forward to your call

Want to get started now?

Before we can undertake a currency transaction on your behalf, you will need to open a trading facility.

There are three ways in which you can apply: 1. Online by visiting www.halofinancial.com/register This is a secure and quick process.

2. Call us on +44 (0)20 7350 5470 and we can complete your application over the phone.

3. Download our application form by visiting www.halofinancial.com/ registration and return it to us in the post.

“

Halo Financial have provided support to our medium sized business and managed our requirements in the currency markets. Their expert advice, one-to-one service and knowledge of the markets has assisted our business to convert funds at a competitive rate over several years and we continue to utilise their services for our currency needs in both spot and forward contracts.

”

Finance Manager Music Company

There is no cost to opening a Trading Facility and you are never under any obligation to transact unless you wish to do so. We simply need a few details to help us identify you. Once you’ve set up your facility you’ll be assigned a dedicated expert to discuss your requirements and help you choose a plan of action that best fits your needs.

Telephone: +44 (0)20 7350 5470

Email: help@halofinancial.com

Web: www.halofinancial.com

11

Halo Financial Limited Battersea Studios 2 82 Silverthorne Road London SW8 3HE United Kingdom Telephone +44 (0)20 7350 5470 Fax +44 (0)20 7350 5475 Email Web

help@halofinancial.com www.halofinancial.com

Compliance Authorised by the Financial Conduct Authority under the Payment Services Regulations 2009, FRN: 528727.

Her Majesty's Revenue & Customs MSB registration No. 12197454. Registered in England No. 5155787. Š 2015 Halo Financial Ltd.