How to apply

For customers who already have an existing investment with Lloyds TSB Offshore Fund Managers Ltd

As an existing Lloyds TSB Offshore Fund Managers Ltd customer it is simple to make another investment. There is no need to send in a signed application and all you will need to arrange is payment into the Fund.

If you also hold a Lloyds TSB International Account, please take a look at the existing account holder process as we can take the payment automatically from your International Account.

Sole customers

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

You'll need:

  • Your Lloyds TSB Offshore Fund Managers Shareholder number (you can find this on your existing contract notes or on your statements).
  • Your bank details.
  • 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) Send your payment
  • If you are making a lump sum payment you can choose to make an electronic bank transfer or send a cheque.
  • If you are transferring money electronically, simply print out the pre-filled form, sign and send to your bank. Alternatively, select the option for us to post it to you free of charge.
  • If you are sending a cheque, instructions are provided on the form and are also emailed to you.
  • If you are making regular payments into a fund you will need to print and sign the pre-filled direct debit forms. You can also select the option for us to post this to you free of charge. Once signed, post this to:

    Lloyds TSB Offshore Fund Managers Limited,
    PO Box 311,
    11-12 Esplanade,
    St. Helier, Jersey,
    Channel Islands, JE4 8ZU
    United Kingdom
4) What happens next?
  • You will receive an email within 15 minutes of submitting your application confirming your application has been received.
  • As an existing Lloyds TSB Offshore Fund Managers Ltd customer you only need to arrange payment.
  • Deals are placed upon receipt of cleared funds and prices are calculated at the next valuation point after receiving these.
  • 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.