Accountants & Financial Advisors
A Currency Broker You Can Confidently Refer Your Clients To
When your clients need to move money across borders, refer them to a specialist foreign exchange broker — earn commission while adding a genuinely valuable service to your practice.
When Your Clients Need Foreign Exchange
Client Scenarios Where a Currency Broker Referral Adds Value
Accountants and financial advisors regularly encounter clients with cross-border transfer needs. Cambridge Currencies is the specialist FX partner you can confidently introduce them to.
Overseas Property Purchase
Clients buying property abroad need to convert large sums at the right time. Specialist FX rate timing and forward contracts can save thousands compared to a bank transfer.
Pension & Savings Repatriation
Expat clients repatriating overseas pensions or accumulated savings face significant currency risk. A specialist currency broker provides strategic FX planning that protects real value.
Overseas Inheritance
Clients inheriting assets or cash in a foreign jurisdiction need to convert and repatriate funds efficiently, at competitive rates and with full transparency throughout.
Cross-Border Business Payments
Business clients with overseas supplier payments, international payroll, or foreign currency invoicing benefit from structured FX strategy and competitive forward contract protection.
Why Refer to Cambridge Currencies
An FX Partner That Reflects Your Professional Standards
Your Reputation Is Backed by Our Standards
When you introduce a client to Cambridge Currencies, your professional standing is behind the referral. We treat that responsibility seriously. Every client is handled with the same director-level attention and transparency you’d expect from your own practice.
We generate measurable outcomes — competitive exchange rates, forward contracts to lock in favourable rates, and clear guidance throughout. And because we don’t provide regulated financial advice, there is no conflict of interest with your role.
Clients receive value they can see on their bottom line — and remember who introduced them to it.
- Transparent FX pricing — Competitive quotes with no hidden fees or bank charges
- Director-level service — No junior handling of your referred clients
- Regulated infrastructure — Client funds safeguarded throughout every transfer
- Commission earned — Rewarded fairly for every completed international referral
- No conflict of interest — We do not provide regulated financial advice
- Flexible involvement — Stay as informed as you wish throughout the process
Compliance & Liability
A Clean, Low-Risk Introduction for Accountants and Advisors
No FCA Authorisation Required to Make a Currency Broker Referral
Introducing a client to a currency broker does not constitute a regulated activity under the Financial Services and Markets Act 2000. No FCA authorisation is required to act as an introducer for Cambridge Currencies.
All compliance obligations — including KYC and AML checks — are fully managed by Cambridge Currencies and our payment partner Currencycloud (FRN 900199). You retain complete control of your client relationship throughout.
A standard introducer agreement is signed before referral activity begins, providing written clarity for both parties. We recommend seeking independent advice if you have specific questions about your own regulatory obligations.
Common Questions
FAQs for Accountants and Financial Advisors
Can accountants earn commission by referring clients to a currency broker?
Yes. Accountants can earn commission by introducing clients to Cambridge Currencies as an FX referral partner. No FCA authorisation is required. Commission is calculated on the dealing margin of each completed international transfer, with rates agreed at onboarding.
Will Cambridge Currencies give regulated financial advice to my clients?
No. Cambridge Currencies provides foreign exchange execution services — competitive rates, forward contracts, and transfer guidance — but does not provide regulated investment or financial planning advice. There is no conflict of interest with your professional role.
How do I introduce a client to Cambridge Currencies?
Simply email or call us with the client’s name and contact details. We handle the introduction, all compliance checks, FX strategy, and execution. You stay as involved — or as hands-off — as you choose.
What happens to my client relationship once I make a referral?
Your client relationship remains entirely yours. Cambridge Currencies handles the FX transaction only. We do not cross-sell other products or services to your referred clients.
Refer Your Clients to a Specialist Currency Broker
Register as a Cambridge Currencies partner and we’ll discuss how the FX referral arrangement works for your practice, your clients, and your bottom line.