For fiduciaries, advisers and service providers
Refer client structures to a single payments provider that is familiar with them. We keep you informed during onboarding and respect your relationship with the client.
Introducing a client
- 1
Agree terms
We enter into an introducer agreement that sets out each party’s role and any fees. Any fees are disclosed to the client.
- 2
Introduce
Submit the application with your client’s authority.
- 3
Due diligence
We carry out our own checks and, with your client’s consent, keep you informed.
- 4
Account opened
Your client deals directly with us through its named contact.
Why introducers work with us
One process for every client
The same document requirements and the same standards across your portfolio.
Updates at each stage
With your client’s consent, we update you at each stage of onboarding.
Experience of complex sectors
Gaming, brokerage, adult entertainment, defence and offshore structures are assessed by staff who are familiar with them.
Respect for your client relationship
We do not market competing services to clients you introduce.
Introducers do not act on behalf of CCYFX and cannot give any assurance that an application will be accepted. Any fee arrangement is disclosed to the client. CCYFX carries out its own due diligence on every introduced client.
Become an introducer
Tell us about your firm and the clients you serve. We will send you our introducer agreement and document requirements.