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
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
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End-to-end client offering
Provide your clients a holistic end-to-end product offering Including managing and facilitating their FX requirements
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Streamlined process
A process which is easy, efficient and intuitive. Limit the risk of compromising client experience
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Competitive FX rates
Ensure your client benefits from the corporate rates you receive through your partnership with Investec
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Online trading
Execute foreign exchange transactions and monitor market rates in real time with our customisable web-based trading system
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Order management
We watch your client’s preferred FX rate to convert, 24hrs a day, 7 days a week. *$100k or more
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Settlement
Digitally submit the BOP instructions via Investec’s FX Settlement API or CCM Online BOP
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Save in USD
Manage your client’s savings in USD. Easily open a Foreign Currency Account (FCA) in CCM
Hedging services
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.
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.
- 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.