/TPO_FX

Page 7

www.theprivateoffice.ch

7

6 Simple Steps to more efficient FX step 1

step 4

Opening an account Opening an account is completely free and with no obligations. Simply complete our online application form and your account will normally be opened within one hour. You will then receive an account reference number and log in details.

Send payment Once you have accepted the trade you will need to send the funds to a client segregated account with our payment partner, FTT Global. Once the funds have cleared, your currency will be sent to a bank account of your choice.

step 2

step 5

View exchange rates Once you have gained access to our online system you will be able to see live rates for over 100 different currency pairs.

Add beneficiaries You can specify any beneficiary account anywhere in the world for the purchased currency to be sent to.

step 3

step 6

Buy / sell foreign currency Select whether you want to deal spot or forward. The online system will give you the exchange rate and you will have the choice of accepting that transaction or declining it. Once a transaction has been accepted you will receive a Deal Confirmation which shows you the final details including our payment partner’s bank details for payment.

Review past and current trades With our system you can search your past foreign exchange transactions for up to 5 years. You can also view active orders and payments that are still in progress.


Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.