Quick Guide to the
OFX Referral Process

"We have been extremely happy with the services which OFX have offered to assist our clients with Foreign Exchange transactions. Whether it be for personal or business purposes, the results have been very beneficial for our clients. We had one particular client with the requirement to transfer GPB300,000 into AUD following the sale of a property - on this transaction, the client saved approximately $15,000 compared to the rates offered by their 'Big 4’ bank.

The outstanding service and communication is a complement to the extremely competitive rates offered by OFX. The client’s hand was held through the transaction by the OFX team. Would highly recommend."

Tom Haggie - Branch Principal & Wealth Manager, Yellow Brick Road North Sydney

 

How do I refer my clients and make sure it’s tracked?

Very easily! All you do need to do is sign up as an OFX Referral Partner and we’ll give you a unique tracking link to send on to your clients when you recommend OFX to them. Every referral will be tracked, so that you can keep up to date on your client’s activity (and receive commission on it). We’ll also arm you with all the resources you may need to recommend OFX as the smart alternative to using their bank.
how to refer

Tell me more about the commission?

Our referral partnerships work on a commission structure - for every referral, we'll give you a 20% commission on the profit made on their deals. Please note that Yellow Brick Road Group (Head Office) takes NO PORTION of this commission. Commission is payable within 10 business days from the 1st of the month once a base threshold of AUD$500 is accrued in any one month. If referral revenue in any calendar month is less than AUD$500 the amount will be rolled over to the following month until the threshold is reached for payment.*

Success Story – FCA Asquith

Since partnering with OFX, First Class Accounts Asquith reported substantial positive benefits. The majority of their customers are now using OFX for their foreign exchange transactions.

 “The decision to partner with OFX was simple,” says owner Don Doolan. “There was a palpable need to provide our small business customers with an easier and more efficient way to transfer money…the vital role for OFX was to add value. By employing simple, cost effective foreign transactions for its customers, First Class Accounts Asquith has been able to create a mutually beneficial partnership that will thrive for a long time to come.”



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Canstar awards OFX 5 stars for outstanding value in
International Money Transfers

What our customers say





We know global

Our international network of offices and bank accounts mean that wherever you are, you can OFX it.

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NSW 2000
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