Halo financial currency audit

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Halo Currency Audit A regular currency check-up could be exactly what you need to keep your business healthy. We can help you stay ahead of the competition by reviewing your currency performance, FREE of charge. Complete the details below and let our currency experts examine your procedures with fresh eyes. A few small changes to your business plan could end up saving you a lot of money.

Why request a Currency Audit? • Examine whether your cash flow can be improved, enabling working capital to work for you • Check your settlement procedures, so payments are completed in the most efficient way • Find effective solutions to fix complex problems and save your business time and money

• Benchmark the exchange rates you receive enabling you to make significant savings • Review your risk management strategy so you have greater control over your currency exposure • Assess whether you trade at the most appropriate time as exchange rates change constantly

Company Name: Name:

Surname:

Email address:

Phone Number:

Currencies of Interest: Bought: Sold:

Please provide us with details of up to 3 trades that you have carried out over the last 6 months Currencies Exchanged – You bought:

You sold:

Amount Traded: Trade Date:

Value/Settlement Date:

Exchange rate received (with time/date): Currencies Exchanged – You bought:

You sold:

Amount Traded: Trade Date:

Value/Settlement Date:

Exchange rate received (with time/date): Currencies Exchanged – You bought:

You sold:

Amount Traded: Trade Date:

Value/Settlement Date:

Exchange rate received (with time/date): Any other useful information?

OFFICE USE ONLY

Email: help@halofinancial.com

TFN:

Date:

Telephone: +44 (0)20 7350 5470

Source:

Web: www.halofinancial.com

Authorised by the Financial Conduct Authority under the Payment Services Regulations 2009. ©2014 Halo Financial Ltd. Registered in England No. 5155787. Battersea Studios 2, 82 Silverthorne Road, London, SW8 3HE, United Kingdom


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