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How to invest
 

So you have made your investment decisions, but how do you go about investing through offshore-library and obtaining the discounts we offer?

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Request the application forms required, by visiting the Application forms page.
 

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Complete all sections of the application form.
 

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Obtain a certified copy of you passport or national identity card.  This needs to be certified by a lawyer/solicitor or an embassy official.
 

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Obtain a utility bill that is in your name showing your current address, and not more than 3 months old. Gas, electricity, water and telephone bills are suitable but not mobile/cellular phone bills. If you live in a serviced apartment and do not receive utilities bills, a letter signed by your landlord will suffice.
 

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Once you have all of the relevant documents required, send them to us at one of the addresses listed within the Contact us page.
* Please note - If you send the application forms directly to the fund provider, you will be unable to receive the discounts that we offer.
 

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Once we have processed your application, we will send it to the relevant investment fund management company.
 

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After it has been sent, we will inform you to transfer your money to the fund provider.  (At no time does offshore-library receive or handle clients money).
 

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Once your money has been received by the fund provider, they will send out a confirmation note you.
 

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If requested, once we have received your new account information, we will set up an on-line tracking account, so that you can monitor the performance of your investments/savings on-line 24/7.

If you require assistance selecting the most suitable funds to meet your investment objectives, then complete one of the Free Personal Report forms, and a member of the investment team will provide you with a tailored proposal.

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.


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