International Transfers with Warwick Wealth & Currency Assist
Move your money offshore simply and securely – with Warwick Wealth as your adviser and Currency Assist as your specialist forex partner.
– High-Net-Worth Client, Cape Town
Warwick Wealth Clients
You’ve been directed here from the Warwick Wealth website to start an international transfer or offshore investment.
This page is hosted by Currency Assist and co-branded with Warwick Wealth, so we can collect the information we need to quote you a rate, structure your transfer correctly, and complete the required reporting – all while Warwick remains at the centre of your financial planning.
How This Works
You complete the form below
Tell us who you are, what you’d like to do, and roughly how much you want to transfer.Currency Assist prepares your quotation and trade plan
Our dealing team uses this information to confirm how best to route your funds, what documentation is needed, and to provide a competitive FX rate.Warwick Wealth stays involved at every step
Your Warwick adviser is kept in the loop so that your offshore transfer stays aligned with your overall financial plan and mandate.
There is no second, full onboarding required. We work off Warwick Wealth’s existing relationship and KYC with you, and only request additional details if regulations require it for the specific transaction.
Before You Start
To help us move quickly, it’s useful (but not essential) to have:
Your ID number or passport number
Your South African bank account details (where funds will come from)
An estimate of the amount you want to transfer and the currency you need
A sense of the purpose of the payment (e.g. offshore investment, property, education, family support, business payment)
If we require anything further, we’ll contact you directly.
“I was worried about transferring a large amount to buy property abroad. Currency Assist not only got it done quickly, but also explained the process in plain English. I felt in control the whole time.”
— Client, now based in Mauritius
Client Instruction Form
Start your international transfer Please complete the form below. A Currency Assist dealer, working alongside Warwick Wealth, will contact you to confirm details, provide a rate and guide you through the next steps.
Your information and funds are handled with care
Currency Assist is a licensed foreign exchange intermediary and operates in line with South African exchange control, FICA and data-protection requirements.
Your information is used solely to:
Assess and structure your international transfer
Fulfil our regulatory obligations
Keep Warwick Wealth informed so your plan stays joined up
We do not sell your data or use it for unrelated marketing.
Common questions
Am I opening a new account with Currency Assist?
No. This form collects the information we need to quote, structure and execute your transfer in partnership with Warwick Wealth. You remain a Warwick client, with Currency Assist providing specialist forex services.
Do I have to go ahead once I submit this form?
No. Submitting the form lets us prepare options and contact you. We will only execute a trade once you have agreed to the rate, costs and process.
Will this affect my annual offshore allowances?
Potentially, yes – depending on the amount and structure. Your adviser at Warwick Wealth and our team at Currency Assist will guide you on the best route and ensure the correct reporting is done.
I am not a South African resident, but want to buy an asset in South Africa. How do I ensure I do it correctly?
- If you are buying a property or asset in SA from offshore funds, leave it to us to ensure all the documentation needed to repatriate funds in years to come will be on file.
- Selling a property as a non-resident from SA – disinvesting or repatriating back to your home country, we will work with the property consultant and attorney to ensure we have Exchange Control approval prior to the final account and property transfer
As a South African, what is my annual allowance for forex?
All South Africans can send up to R11million rand offshore annually as part of their SDA (Single Discretionary Allowance) and AIT (Approved International Transfer) limits. We have a dedicated exchange control team to help with Reserve Bank approvals, tax clearances, tax migrations, financial emigrations and executor payments to offshore beneficiaries.