Apply for an offshore fund

Before you start

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
If you have one, your Premier International Account details or the following Channel Island/Isle of Man Account Details:
- Island Cheque Account
- Island Gold Account
- Island Premier Account
- Island Student Cheque Account
- Your existing Shareholder number (if you already hold an investment with Lloyds TSB Offshore Fund Managers Limited)

The online form takes about 15 minutes.

There are 6 steps.

Once you have completed the form online, you can print out your application pack for signing and sending.

Alternatively, you can choose the option for us to send them to you. You will also receive a copy by email.

New customers to Lloyds TSB International will need to send us:

Proof of identity (for joint applications documentation is required for both applicants)
Proof of address (for joint applications documentation is required for both applicants)

Supporting documents are not normally required for existing customers.

Payment can be made by cheque, transferring money electronically or for regular payments by direct debit.

You will receive an email within 15 minutes of submitting your application confirming your application has been received.
Once your signed application and your documents have been received and we have received cleared funds, the deal will be placed. Deals are placed only 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.

You can apply online right now — just complete our online application.