Step 1 – Funds are transferred to the AFEX account for currency conversion. We use AFEX to aim to achieve the best possible conversion rate for your funds to save you money.
Step 2 – The funds are transferred to our cash account once the currency conversion is processed. At this stage, the transfer administration fee is deducted before the investment of funds. We will also pay the tax due on your behalf if you have elected for us to do so.
Step 3 – Our Support team will invest your funds in line with the investment instructions you specified on the application form.
Step 4 – Once the funds have been invested, you will receive written confirmation from our New Business team, which will include a member pack and your login details to the online client portal – My Super Solutions.