As an IFA your client will often look for advice from you with regards to their money transfers. When you have advised an offshore investment the subject of how and whom to transfer the money through will not doubt therefore be raised.
Introducing our IFA Money Transfer Services
Incompass is proud to be the preferred supplier to many leading investment houses and it may well be that you conduct business through one or more of them.
It is our involvement with these investment houses that has seen born a comprehensive and tailormade IFA money transfer service.
What our IFA Money Transfer Service Provides?
- Extremely low spreads – meaning better exchange rates for your clients.
- Fixed spreads depending upon the amount to be transferred – taking away the unknown factor.
- Free dedicated help desk with toll free number.
- Free field support by dedicated account managers.
- A custom built client management system that keeps you and your client informed each and every step of the way through the money transfer – by e-mail and sms.
- No service fees.
- Free tax clearance applications and exchange control advice.
- An ISO 9001 and 27001 accredited service and systems – giving you the reassurance of a third party audited service provider to recommend.
- An absolute guarantee of ring fencing of your client – we will be in touch with them only concerning their money transfer – no birthday cards and mailshots.
- We can take instruction from appropriately licensed IFA’s on behalf of clients.
Only Available Through IFA’s
These discounted rates and dedicated services are only available to clients via their registered IFA. This means you are adding huge value to your client, saving them money and exposing them to a private banking style service proposition.
Getting Registered for IFA Money Transfer Service
Simply give us a call on any of the numbers below or e-mail us. We are happy to come out to see you or you are welcome to come into one of our offices.
Ph: Cape Town +27 (0) 21 424 2936
Ph: Johannesburg +27 (0) 11 234 4275