Free Personal Reports
 

If you require assistance with choosing the most suitable investments or funds, then please complete one of the following forms. A member of the investment team will then provide you with a tailored proposal, for your consideration.
For general non investment related enquiries, use the Feed back form.

In-depth (members only)
This requires the greatest amount of information to complete, although experience has proven this to be the most preferred method.  The in-depth report allows our investment team to suggest a personal proposal, tailored to meet your exact objectives.

Short form (members only)
The short form report allows our investment team to provide a proposal based on the limited information contained within the report. This short form usually requires many follow-ups to clarify certain information; hence we recommend the In-depth report.

Free-style (members only)
The free-style report allows you to state your exact requirements, if you feel they cannot be expressed within the in-depth report form.

Regular savings (members only)
Complete this web form if you require information or advice relating to regular savings accounts. Also visit the regular savings page.
Regular Savings FAQ

Membership form
For a breakdown of the benefits of membership, go to the become a member page

General enquiries
For all general enquiries, use the Feed back form

What exactly do I get?
The offshore-library investment team will review all of the information you submit. If any area of your submitted report is unclear or is difficult to understand, the investment team will contact you for clarification. They will then put together a detailed proposal based on your exact requirements. This report will fully explain why the team has suggested the fund or funds, and how they meet your requirements. All brochures, details, fund history, data and application forms are enclosed, enabling you to reach your decision in the comfort of your own home, and at your own pace.

How objective is the report?
Offshore-library does not represent any fund management group, mutual fund, broker house or any investment company whatsoever. We are completely independent. We do not offer any in-house funds or products. When we suggest a fund or a particular product, it is based on the information that you provide, and the talent of our investment team.
Our independence is important to us, and we wish to protect it.

How confidential is the report?
We guarantee that your details will never disclosed to any third party. The only people who are permitted access to your information is our trained and qualified investment team and the relevant investment fund managers.

What will be in my report?
We aim to provide you with all the relevant information, so that you are in a position of being able to think, decide and act on your investment strategy at the end of our report. Any history, fund performance or data that we can obtain on a fund or product is sent along with our report. If any aspect of the report is unclear, you can simply follow up with the investment team for further clarification. It is our goal to ensure that all of our potential clients have access to enough information to be able to make a well-informed decision.

If you require continual fund monitoring and detailed regular reports, consider the benefits of our unique Portfolio Management Service This is our premier service, for those just to busy to constantly monitor and review the performance of the investments.