Your Forex. Your Move.

Opening and Managing Forex Accounts

Why it matters

Whether you’re diversifying your investments, planning to live abroad, or simply need access to foreign currencies, opening a forex account is one of the smartest ways to take control of your financial freedom.

But navigating international banking can be daunting — endless forms, delayed responses, and compliance hurdles.
That’s where we come in.

At Currency Assist, we simplify the process so you can open and manage your forex account with ease — safely, securely, and in full compliance with South African exchange control regulations


What we do

Our team helps you choose and open the right account for your needs — whether you require USD, GBP, EUR or multi-currency functionality.

We’ll handle:

  • All application paperwork and compliance checks.
  • Coordination with our partner banks to get your account approved (often within 24–48 hours).
  • Setup of transactional banking for payments, savings or investments abroad.
  • Integration with your existing financial adviser or wealth manager, where required.
  • Long-term support for tax clearance and Reserve Bank approvals when you’re ready to transfer larger sums.

And because we work directly with our authorised-dealer network, there are:

  • No account-opening fees.
  • No monthly maintenance charges.
  • No call centres — just personal service from your dedicated dealer.


A simple, transparent process

Step

What happens

What we handle for you

1. Quick Consultation

We assess your goals (investment, property, savings, business).

We guide you on the right structure.

2. Documentation

You submit your ID, proof of address, and tax
number and other KYC documentation.

We prepare and submit your full application.

3. Account Opening

Partner bank reviews and approves your profile.

We track progress and confirm your new IBAN details.

4. Activation & Support

You start transacting in your chosen currencies.

We assist with transfers, conversions and future clearances.

Average setup time: 24–48 hours once all documents are received.

Who we help

  • South Africans investing abroad or sending funds offshore.
  • Expats needing a home-base account in major currencies.
  • Non-residents buying property or holding assets in South Africa.
  • Business owners looking to simplify cross-border transactions.


Why clients choose Currency Assist

  • Speed and efficiency — we’ve refined the process to remove delays.
  • Personal contact — speak directly with your assigned dealer, not a call centre.
  • Trusted relationships — our banking partners include top global institutions offering secure digital platforms.
  • Compliance confidence — all applications are Reserve Bank-compliant and audit-ready.


Ready to open your account?

You’re just a few steps away from managing your money globally — with local expertise at your side.

Simply fill out the form at the bottom of this page and we can get a consultant to come back to you.

Managing your Personal Forex.

Time to Move
Back Home?

Call us first.

Your Account, Your Fees

Transact within a day. Zip, zero, nada fees to open/manage accounts.

Your Cloud

Manage funds using online tools.

Your Emigration, Your Expat Life

On the move? We’ve got your back.

How it all works

Have a Question about Opening and Managing Forex Accounts?

Please fill in the fields below and one of our team will respond as soon as we can.