How to apply

For customers who already hold a Lloyds TSB International Account

As an existing Lloyds TSB International Account holder, applying for one of our offshore investment funds couldn't be easier.

Sole customers

If you are making a sole application you can complete and submit our online application form and we will take the payment straight from your International Account — there's no need for you to sign or send any paperwork.

  1. Your details
  2. The application form
  3. What happens next?
1) Ensure you have your details ready

You'll need:

  • Your International Account details.
  • Your Lloyds TSB Offshore Fund Managers Shareholder number (if you have one).
  • If you are applying for the Offshore Gilt Fund and you are resident in the EU or UK you will need your tax identification number.
2) Complete the application form

You will find the online application forms on the relevant product information pages.

3) What happens next?
  • You will receive an email within 15 minutes of submitting your application confirming your application has been received.
  • As an existing International Account holder you don't need to sign or send any paperwork. Your payment will be made from your account within 3 working days. The deal will be placed once monies have been transferred.
  • You will receive a contract note by post within 3 days of the deal being placed.
  • You will receive your welcome letter by post within 1 week of the deal being placed.

Joint customers

If you are making a joint application, you will need to print off a copy of the application and this must be signed by both parties then sent to:

Lloyds TSB Offshore Fund Managers Limited,
PO Box 311,
11-12 Esplanade,
St. Helier,
Jersey,
Channel Islands,
JE4 8ZU
United Kingdom

Written instructions on how to apply and extra documentation that joint applicants need to send in are provided on the online application form and are available to print once your application is submitted. These will also be sent to you by email.