Yes, before you can refer a client, you must at least have spoken to them about our services. We value quality referrals, so simply providing names and numbers won’t suffice.
You don’t need to be a foreign exchange expert to explain our services and value proposition. Here’s a high-level overview to help you get started:
1. Existing Payment Methods: Most South African clients still use banks for international transfers. This process is often slow, expensive and filled with admin. (like filling out complicated payment instruction forms)
2. FX Paymaster’s Solution: We provide a user-friendly online platform where clients can easily buy currency and make payments to foreign suppliers. Our competitive exchange rates and low transfer fees of R250 – help clients save money on international transactions.
3. Simplified Paperwork: Our dedicated payments team will take care of all the time-consuming paperwork. They help prepare and review all documents to ensure there are no mistakes or delays.
4. Expert Guidance: Every client has direct access to our dealing room and can chat to one of our experienced dealers whenever they want. (useful if clients want to chat about the exchange rate or have a question about transferring money)
Remember, there is no obligation for clients to use us. All we want you to do is encourage them to compare our rates and service so they can make a fair decision.