Skip to main content
Close

Forex for Intermediaries

For financial advisors, treasury outsourcers and forex intermediaries who specialise in assisting clients in making and receiving offshore payments and currency management

close-up of a male working on laptop and calculator

From simple cross-border trade related payments to sophisticated hedging solutions, no matter the size and scale of your clients' interests, we can help you deal with all their foreign exchange requirements.

Comprehensive forex solutions

  • End-to-end client offering

    Provide your clients a holistic end-to-end product offering Including managing and facilitating their FX requirements

  • Streamlined process

    A process which is easy, efficient and intuitive. Limit the risk of compromising client experience

  • Competitive FX rates

    Ensure your client benefits from the corporate rates you receive through your partnership with Investec

  • Online trading

    Execute foreign exchange transactions and monitor market rates in real time with our customisable web-based trading system

  • Order management

    We watch your client’s preferred FX rate to convert, 24hrs a day, 7 days a week. *$100k or more

  • Settlement

    Digitally submit the BOP instructions via Investec’s FX Settlement API or CCM Online BOP

  • Save in USD

    Manage your client’s savings in USD. Easily open a Foreign Currency Account (FCA) in CCM

Hedging services

body.jpeg
We offer bespoke solutions to help you manage global transaction risk. Our fields of expertise include:
  • Swaps
  • Spots
  • FECs
  • Options

Let us assist you

Our experts are waiting for your queries.

* indicates required field.
Enter first name *

This information is required

Minimum characters 1

This is a required field

Enter surname *

This information is required

Minimum characters 1

This is a required field

Enter email *

This information is required

Minimum characters 1

This is not a valid email address.

Enter number *

This information is required

Minimum characters 1

Do not use alphabetical letters in your phone number.

Enter company name *

This information is required

Minimum characters 1

0/500 characters
Are you applying as: *

This field is required

Enter region *

This information is required

Minimum characters 1

0/500 characters
Which of the following options are you interested in? * You may select more than one.

This information is required

Enter details here *

This information is required

Minimum characters 1

0/500 characters

Please complete all required fields before sending.

Thank You

We will be in touch

e-clipse

Execute foreign exchange transactions and monitor market rates in real time with our customisable web-based trading system that will make managing and monitoring your treasury functions easy.

 

Key features
  • Live exchange rates in multiple currencies 
  • Book spot, forward and swap transactions in real time
  • Detailed trade history which can be downloaded to suit your requirements
  • A user friendly, comprehensive record of your trading history.

You may also be interested in:

Treasury, sales and structuring. Offering a holistic approach to all your business treasury management objectives.

See how our services work