Referral Journey
A straightforward process, from introduction to completion.
Every introduction carries your reputation. We make the process straightforward and ensure the experience that follows reflects the standard your clients expect from you.
An introduction handled with care
Clear from the outset.
Every referral begins by understanding the client's requirement and the relationship behind the introduction.
We agree who should be involved, how communication should be handled and what information may be shared. Your client then works with a dedicated K2 FX consultant who remains their point of contact throughout.
The process is personal, considered and kept as straightforward as possible.
The referral journey
From introduction to completion.
01
Introduction
You connect us with your client or send us a brief outline of the requirement.
At this stage, it is helpful to understand the reason for the transaction, the currencies involved and any relevant deadlines. We will not contact the client until the introduction has been made or permission has been provided.
02
Conversation
We speak with your client to understand the wider transaction, their currency exposure and what matters most to them.
We explain how K2 FX can assist, answer their questions and outline the information needed to open the appropriate account.
03
Preparation and execution
Once the required checks have been completed, we discuss the available execution approaches and prepare for any related payments.
The transaction is handled with the same discretion and attention we would provide to a direct client, while remaining aligned with the wider professional advice they are receiving.
04
Communication
You are kept informed at the level of detail agreed with you and the client.
We can provide updates at key stages or remain in the background once the introduction has been made. Any information is shared only with the client's authority.
Your role in the relationship
Adapted to how you work.
Some advisers prefer to remain closely involved throughout the transaction. Others make the introduction and rely on us to manage the currency requirement independently.
We adapt to the way you work. K2 FX remains responsible for currency execution and international payments, while you continue to advise the client within your own area of expertise.
Your client remains your client.
What helps us begin
A brief overview is enough.
A full file is not required before making an introduction. A brief overview is usually enough to begin the conversation.
Where available, it is helpful to know:
- The purpose of the transaction
- The currencies and approximate values involved
- Any known payment or completion dates
- The parties or professional advisers already involved
- How you would like to remain updated
We will establish the remaining details directly with the client.
Beyond the first transaction.
A client's initial requirement may lead to further international payments or currency exposure.
Where appropriate, we remain available to support those requirements while respecting the original advisory relationship. If the client provides authority, we can continue to keep you informed when our work relates to the wider matter.
K2 FX provides currency execution and international payment services. Information about a referred client will only be shared with an introducer where the client has provided the appropriate authority. All services are subject to the relevant onboarding, eligibility and approval requirements.
Make an introduction.
Tell us briefly about your client and their requirement. We will take the time to understand the situation and agree the most appropriate next step.