Frequently Asked Questions

Below are some frequently asked questions, if you have a general question which is not covered below, please send your question to info@offshore-library.com

Click on the question to go to the answer.

Q. How much money do I need to invest?

Q. If I decide to invest, what happens to my money?

Q. When I invest through offshore-library who owns the investments?

Q. If anything were to happen to offshore-library what would happen to my investments?

Q. If I want to invest in a fund, what do I need to do?

Q. When do I need to transfer the money into my funds?

Q. Will I receive a receipt for the money sent?

Q. You have far to many funds to choose from, how do I decide on what funds to invest?

Q. What is the Portfolio Management Service (PMS) you offer?

Q. What is the minimum investment for your Portfolio Management Service, and what is the cost?

Q. How can I monitor the performance of my investment funds?

Q. I already invest in a fund and wish to top-up, but can I do that through offshore-library and still get your discounts?

Q. I have an existing portfolio that is not being managed as I'd prefer, can you help and what does it cost?

Q. I understand that the fund I want is offered only for limited periods, how will I know when the next launch is available?

Q. How much money do I need to invest?

A. Offshore-library does not set minimum or maximum investment amounts. It will depend on the entry level of your chosen fund or funds. You can invest in a wide range of funds from as little as $2500.
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Q. If I decide to invest, what happens to my money?

A. Firstly, offshore-library never receives or handles money for investments directly from its clients. After we have received and processed your application form, you will need to transfer your money directly to the institution that is offering your chosen fund or funds.  You could of course send the application form and money direct, but you would not receive the discounts we offer.
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Q. When I invest through offshore-library who owns the investments?

A. The investment funds available from us are set up in the sole name of the client, which means that our clients have direct control and ownership over their investment funds.
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Q. If anything were to happen to offshore-library what would happen to my investments?

A. Absolutely nothing would happen to your investments. All of the funds are held in the client’s name, so in the unlikely event of offshore-library disappearing, your investments would be totally safe and secure.
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Q. If I want to invest in a fund, what do I need to do?

A. Request an application form for the relevant fund stating the fund provider; we will then send you a complete application pack. Once you have completed the application, you will need to obtain a certified copy of your passport or national identity card along with a utility bill (not a mobile phone) no more than 3 month old for confirmation of your residential address. Send the original certified copy and an original utility bill along with your application form to us for processing.
See also the how to invest page.

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Q. When do I need to transfer the money into my funds?

A. Once we have processed your application form, we will instruct you to transfer your money.
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Q. Will I receive a receipt for the money sent?

A. The fund provider will send a note to confirm the receipt of your money.
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Q. You have far to many funds to choose from, how do I decide on what funds to invest?

A. Being an independent fund resource we always look to offer as many funds as possible to give our clients the best choice possible. If you require assistance with choosing the best funds for your objectives, please complete the Free Personal Report and we will send you a tailored proposal for consideration.

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Q. What is the Portfolio Management Service (PMS) you offer?

A. If you select the PMS service, we will assist you with building an ideal portfolio, and then regularly monitor the performance of your portfolio and provide you with an in-depth bi-annual report (additional reports available on request). If we feel that any changes are required, we will inform you and fully explain the reasons for the suggested alterations. This option is very popular for individuals who may not have the time to track and monitor the performance of their investments.
Click here for the PMS pages.

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Q. What is the minimum investment for your Portfolio Management Service, and what is the cost?

A. The minimum level for the Portfolio Management Service is USD100,000.
Our fee for this service is now a flat 1% per annum. This fee is purely for the PMS service/benefits, and this does not include the account annual maintenance fee, which is  £360 per annum. PMS Fees

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Q. How can I monitor the performance of my investment funds?

A. We can provide our clients with a secure client login, so that you can monitor the performance of your investments 24/7. There is a one off set up fee of $50 for customers who wish to utilize this service.

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Q. I already invest in a fund and wish to top-up, but can I do that through offshore-library and still get your discounts?

A. Yes you can. Please email us on info@offshore-library.com and ask for the relevant application form and we will ensure that you get the discount. (Membership required)

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Q. I have an existing portfolio that is not being managed as I'd prefer, can you help and what does it cost?

A. Yes we can help. Our independent investment team will review your portfolio at no cost, and advise on a possible solution. (Membership required)
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Q. I understand that the fund I want is offered only for limited periods, how will I know when the next launch is available?

A. If we have your e-mail address, we will notify you of any new funds that become available and give you prior notice to any limited funds that are due for release.

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