Monday, June 15, 2009

How to start making savings

Step 1 - Getting started

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Download an application form or call us on 0117 311 3252 to request an application pack. Once you have received your pack and read the terms and conditions of the service, please complete the short application form and return it with the necessary identification documents and payment information as listed on the front of the application form.

Please remember that registering for the service now does not obligate you to make a transaction, but does enable you to act quickly when you need to.

Step 2 - Ordering your currency

Once we have written to you to confirm your account is open, you will be able to order your currency by calling us on 0117 311 3252. By discussing your currency needs with you, we will be able to help you decide on the type of transaction most suitable for you. This will give you the comfort of knowing that the currency will be there when you need it.

If you choose a Spot transaction we will take a deposit of 1% by debit card before taking your order. If you are placing an order to receive the currency at a point in the future, a “Forward”, then we will require typically 10% of the value before taking your order.

Step 3 - Paying for and receiving your currency

Once we have carried out your transaction we will send you a contract note by email, fax or post. The contract note will clearly show the date on which we require cleared funds from you (if you haven't already paid the full amount) and the date on which we will send out your foreign currency. We accept payment by CHAPS (same-day electronic transfer) and debit card. Payment by cheque is available at our discretion. We cannot accept payment by BACS (typically a 3 business day electronic transfer).

Any questions?

Call us now on 0117 311 3252 to talk to a currency specialist.