Whilst we spend a great deal of time offering a bespoke advisory service, many of our clients know exactly what they want and simply require us to secure them the best possible access terms. Terms which are often not available to individual investors who approach offshore fund management or insurance groups direct.

By using our discount placement only service, we can get the best deals possible through both our bulk purchasing power, and our ability to offset an investments initial charges with the commissions or fee payments which normally apply for introductions.

Whilst we cannot offer a discounted share dealing service, we do offer discount services regarding any of the following offshore or UK investment vehicles:

Offshore Unit Trusts	Offshore Open Ended Investment Companies
Offshore Mutual Funds	Offshore Insurance-linked Bonds
Offshore Unit Trust Savings Plans	Insurance Based Savings Plans
Offshore Pension Plans	Discretionary Managed (Stock-broker) Services

Please Note:
By using the discount service you must acknowledge that we are providing you with no advice regarding the suitability of a contract or investment product, and offering no comment regarding its suitableness from a tax point of view in your country of residence - we are simply giving you access to your desired investment vehicle at exceptionally low cost.

In addition, we do not handle client monies so as added security all cheques or TT instructions should be made payable to the ultimate investment company not CFS Financial Consultants Limited.
Please click here to view a list of basic discounted rates.
Please click here to view a list of Offshore Life Offices.

Investing into your chosen fund or scheme.
To invest please contact us detailing:

1. The fund management or investment group with whom you wish to invest.
2. The exact fund you are interested in and the share class where appropriate.

We will then quote you a personal discount rate and dispatch the appropriate application form to you via post, fax or e-mail. Note for your own security, any cheques or TT instructions should be made payable to the investment company directly not CFS Financial Consultants Limited. Once this is done, we then simply require the following:

1. A Certified Copy of your Passport.*
2. A domestic utility bill confirming your current address, and copy Bank statement.*

* These items are now mandatory for ALL offshore transactions.

A full 'Terms of Business' letter will be issued to you with our response pack. If you wish us to quote you terms on an investment please. For further information, please contact us now.