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The Blog Team

Are FCA Regulations Enough to Ensure Security of Client Money in Currency Dealing Firms?

Safeguarding client money for FCA-regulated currency brokers


In an unexpected twist, Rational Foreign Exchange Limited a UK broker (RFX) entered special administration on November 29, 2023, under the Payment and Electronic Money Institution Insolvency Regulations 2021. Joint special administrators (JSAs), Ed Boyle and Kristina Kicks from Interpath Ltd, were appointed to navigate this unforeseen situation.


RFX, a seasoned foreign exchange and payments services provider, authorized by the Financial Conduct Authority (FCA), faced insolvency with an imposed own initiative requirement (OIREQ) restricting its activities. In response, the FCA declared, "The JSAs are responsible for managing customer claims against the firm and distributing funds back to customers where possible. Customers should reach out to the JSAs with any concerns."



Rethinking Regulatory Dependence


Contrary to FCA assurances, RFX's downfall prompts a reassessment of regulatory reliance. Seeking alternative providers reveals that regulatory approval alone does not guarantee financial stability. When considering a new payment provider, evaluating how customer funds are held, understanding the provider's financial history, and scrutinizing their heritage should take precedence. Security of client money in currency dealing firms is critical and as a prospective client you should be clear on how this is being managed.

Recent events underscore the need to re-evaluate the efficacy of safeguarding customer funds. Safeguarding, mandating the separation of customer funds from a firm's other assets appears insufficient in preventing catastrophic failures. The industry must question whether these regulations in reality provide the robust protection they aim for. Whilst FCA approval is essential for anyone looking to move money internationally for whatever reason by itself it is not an effective measure of counterparty risk.


Security of Client Money in Currency Dealing with PathFinder


As the industry evolves, independent brokers like PathFinder emerge as a promising alternative. Our approach is to work with several regulated e-money payment providers, like Visa-owned currency cloud rather than be restricted to a one-size-fits-all type setup we see as typical in the industry. We leverage the payment services of leading providers and tier-one banks coupled with our technology and experience to ensure clients are getting the best possible service that is aligned to meet their needs and of course, ensuring our partners are adhering to rules around safeguarding client money and alerting them to potential issues is part of the service we provide.





Check out our other post on the important aspects to consider when selecting a Currency dealer




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