Where to Begin with Offshore Investment

06 Mar
getting started offshore investment

Getting started with offshore investment

So you’re thinking of investing offshore, are you? Isn’t it a little risky? Isn’t an offshore account for someone doing something illegal? What about taxes? Where the heck do I even start? These are all very good questions and, if you’re unfamiliar with acquiring overseas assets, the very idea can seem daunting and maybe not even worth the time, effort or risk. With the sheer diversity of investment options available in a global market, it only makes sense to at least test the waters. If, after you find it isn’t for you, no one is going to twist your arm. It is your money after all. But where do you start?

Research is absolutely critical when it comes to offshore investments. If and when you decide to take the plunge there are several options a newbie offshore investor can choose. To get started, contact a local broker or even an online brokerage service. The process is fairly straightforward and, if you’re already trading with the broker you contact, should be easy to navigate. Watch out for brokerage fees, which can run high and eat into your returns if you do a lot of trading.

Another option for entering the overseas investment market is direct offshore investments. After all the initial paperwork it’s relatively simple to open and operate an offshore trading account. And by trading direct you significantly reduce any brokerage fees. You may even be able to find an overseas account to act as a multi-tasking agency for investment in multiple markets and currencies. Done correctly, this simplifies the investment process and the possible growth of your returns.

A third option for beginning offshore investors is the ability to choose a pooled investment. An international Exchange Traded Fund (EFT) or a managed fund are examples that offer smaller investors exposure to a wider range of available share than what might be available with direct access only. An ETF can be reasonably cost effective and since it’s listed on a local exchange has the additional advantage of tradability through your local broker or online service. ETF’s and managed funds are both available as hedged or unhedged options; how you address the possible positive and negative effects of fluctuating currencies on your investment value is up to you. Once you’ve decided where and how you’re investing, it becomes about managing your portfolio to address currency shifts, offshore taxation and other issues or requirements.

Many investors are intimidated with the mere thought of branching out into international investing. But as the global economic crisis continues to grow it only makes sense to explore as many avenues for financial growth as possible. Every investors situation is going to be unique just as the goals of your portfolio will probably be different. But, if you balance your portfolio and accept the risks and potential rewards of offshore investing, it can still make a difference if you shift a portion of your portfolio into overseas allocations. As always, with any investment, do your due diligence and research before you invest.

By investing part of your income without being committed to a longer period than you are comfortable with, you will find an optimum value with this offshore investment. You will know that your money is working, and yet you know you can get at your money quickly without huge penalties.

This offshore investment is not an insurance product therefore there are no penalties if you miss a few payments.

Try an offshore investment plan that enables you (or your employer, or both) to invest for a period of at least three years and a maximum of ten years. It should not matter how young or how old you are and there are no questions concerning your health or hobbies.

This platform enables you to invest regularly minimum USD 100/GBP 100/EUR 100 per month or lump sum.

The simplest strategies are often the best – a typical offshore investment platform offers three investment strategies:

  • Risk 3% offers very low volatility;
  • Risk 10% is a balanced investment strategy;
  • Risk 18% is more dynamic but this is something that longer term savers should be comfortable with.

An intelligent strategy allows you to invest into a portfolio of investment funds covering most of the main stock markets around the world especially the newer emerging markets BUT with a volatility constraint at fund level which is indicated by the risk level of the fund.

This offshore investment opportunity is brought to you by a European Union-regulated investment company in existence for more than 10 years. Your investments will be into Luxembourg regulated investment funds and you will benefit from EU investor protection.



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