Invest Offshore Newsletter

Published: Sun, 07/22/12

Newsletter Issue #36 Invest Offshore
 
 

July 22, 2012
Offshore Investment Guide

Hi ,

The objective of Invest Offshore is to provide an Offshore Investment Guide for those who wish become citizens of the world.

"Education is the kindling of a flame, not the filling of a vessel." ~ Socrates

A Registered Investment Advisor is ready, when you are, to help you learn how to become Geo-diversified.

Aaron A Day


Why Most People Pick the Wrong Funds for Their IRA/401k

What You Can Do About It!

This is Your Invitation to the World of Regulated and Registered Investment Opportunities-USA and Offshore!

Your Retirement assets are yours but you DO NOT have Global Choice to All Securities with an ISIN (number)?

Do you know why you are not able to search for the best investments both from within the USA and from Offshore?

To Learn How to Break the USA Person Blockade that currently restricts you from shopping Offshore request our Go Offshore MAP-which guides you safely and correctly via the IRS, Treasury and avoids FATCA withholding and allows access to offshore funds without them being defined as a PFIC.

Similar to the fact that you can not buy at COSTCO without a COSTCO Card you need a proper Offshore Admission "Card" to put you in the "driver's seat" to find the best registered securities from the World's Top Financial Exchanges and to be in position to select from the World's most successful Investment Managers. All IRA/401k Custodian plans are structured for USA registered securities only.

I have never met a Person who comparison shopped their Retirement Plan around the World. USA Retirement Plans all offer a Restricted Menu Only....Why do they do that???

All the "What's Wrong with the 401k" are easily found: Forbes article, "Six Things Your 401(k) Provider Doesn't Want You to Know", Smart Money Article " 10 Things 401(k) Providers Wont Tell You", and 60 MINUTES T.V. BROADCAST "401k Fallout" all list reasons why investors financial futures may be at risk in the 401k they are holding.

The USA Tax Law permits a roll-over of your IRA or Employer's 401k Retirement Plan into a self-directed IRA LLC and you may even move it Offshore BUT ONLY IF YOU HAVE A "MEMBERSHIP CARD" to purchase Offshore Registered Securities without change in Tax Benefits. The Self-Directed IRA LLC without our structuring will not give you access to Offshore Investments BECAUSE the Offshore provider WON'T SELL them to YOU, your TRUST or to your LLC!

Members may request a free report, mind map and video to explain how easy it is to protect and grow your tax deferred retirement account assets with global choice and management choice both Onshore and Offshore.

The Individual Retirement Plan must have a USA Custodian who reports to the Internal Revenue Service. But USA IRA Custodians provide a USA Fund only short menu when it comes to investment selection. An IRA LLC Onshore AND Offshore provides global choice of investments and managers because the Offshore Regulated, Registered, Recognized Administrator is Excluded from FATCA and Foreign Financial Institution issues!

Request our video which explains how this structure provides the following benefits.
  1. You can Buy and Sell from wherever you want the security you want (Onshore or Offshore)
  2. Your investment choice is NOT a "Fund Menu". Buy any Financial product with an ISIN, or Stock or Bond.
  3. You can Diversify your investment currency.
  4. Protect your retirement from any potential USA Government requirement to hold US Government Securities.
  5. Take full advantage of Institutional Purchasing Power that is usually only available to the super-wealthy.
  6. Access the out-performing power of global hedge funds...and do it for far less than the normally-prohibitive minimums.
  7. Broaden your asset diversification choice to maximize your portfolio's safety and security.
  8. Take advantage of special institutional "only" investment programs.
  9. Expand your wealth manager selections both in terms of strategies you'll use for income and capital growth as well as the Global contacts you need to implement them.
  10. Take no chances with your money. Diversify does not mean many eggs in ONE basket; it means Different locations, financial institutions, managers etc!
  11. Discover that the most lucrative fund managers are Offshore.
  12. Pack your portfolio with fund selections from a pool 5 times larger than U.S. funds alone.
  13. Expand your portfolio to include international stocks your broker will never tell you about.
  14. Take advantage of business and entrepreneurial Funds around the world.

In summary, The IRA Passive Custodian in the USA and an Active Custodian overseas Investment Account. The Tax Deferred Foreign Active Investment Account current value is reported on FBAR and on IRS 8938 the value is reported as "Zero Value" unless a withdrawal has been made during the year.

This particular Foreign Investment Account Administrator is specifically excluded from reporting under FATCA. Therefore the Active Custodian has no USA reporting or withholding requirement. No withholding or reporting requirement is the reason the Active Custodian is willing to open an account for a USA person.

NOTE: There are no USA Person Offshore Fund Choice Restrictions and no PFIC nor FATCA issues.

Free no-obligation consultation, available upon request.


Royal Bank of Canada - Precious Commodities 11% pa Gold & Oil Quarterly Phoenix Autocall - Series 3

Royal Bank of CanadaInvestment Description

NOTE: only 2 weeks to go

Issuer: Royal Bank of Canada, one of the highest rated financial institutions in the world (AA- rated)

The Precious Commodities - Series 3 (the 'Notes') are designed for investors seeking attractive high growth returns (11% p.a.) compared to low deposit rates.

Underlyings:('Stocks')

  • Market Vectors Gold Miners ETF (GDX UP Equity)
  • SPDR Gold Trust (GLD UP Equity)
  • United States Oil Fund LP (USO UP Equity)
  • Market Vectors Oil Services ETF (OIH UP Equity)

The Notes are a Phoenix structure linked to a selection of commodities linked exchange trade funds. The Notes will deliver a regular Quarterly Bonus Coupon of 2.75% if All Stocks are at or above 75% of their initial levels. Providing an excellent opportunity for investors to benefit from strong regular bonus payments, even in bearish markets.

The Notes 'Autocall' or early redeem on the first Quarterly period that all the Stocks are recorded as being at or above 100% of their Initial Levels. On Early Redemption the Notes return 100% of capital, plus the relevant 2.75% Bonus Coupon.

Even if the Notes do not early redeem, they contain a valuable protection feature for the investor. The Notes will return 100% of capital invested as long as none of the Stocks at the Final Valuation Date have fallen by more than 50% from their Initial Valuation Levels.

If any Stock has fallen by more than 50% at the Final Valuation Date, then the Final Redemption Amount will be equivalent to the performance of the Worst Performing Stock, and some capital will be lost.

Key Features

  • Potential for attractive returns (up to 11% p.a.), in exchange for a defined level of risk - max return 55% over 5 Years
  • Strong potential for regular income of 2.75% Quarterly, as long as ALL Stocks are at or above 75%% of Initial Valuation Levels, observed on each Quarterly Observation Date
  • Defensive outlook - capital buffer, no loss of capital as long as no Stock has fallen below 50% of its Initial Valuation Level (European Barrier observation)
  • The Notes are available in USD, EUR and GBP

Risk Disclaimer: Please bear in mind that investors are exposed to the credit risk of the Issuer. The Notes are not capital protected and investors may receive back less than the original amount invested. The value of the investment can go down as well as up and investors can potentially lose all of their investment. Any secondary market provided by Royal Bank of Canada is subject to change and may be stopped without notice and investors may therefore be unable to sell or redeem the Notes until their maturity. If the Notes are redeemed early they may be redeemed at a level less than the amount originally invested.

Royal Bank of Canada - Precious Commodities, structured Note brochure, available upon request.


Rio Grande do Norte, Brazil
Praia De Caraubas

Praia De Caraubas

Only 45kms north of Natal city, a short 35 min drive from the new International airport, lies this charming little fishing village now home to 5 star spa resort and David Beckham`s sports academy. Big changes ahead for this beautiful spot!

Why Invest in the north of Natal, Brazil?
ANSWER; New airport. Great access. Lots of beachfront land for sale. Lower prices. Higher investment returns.

The beach resorts south of Natal such as Ponta Negra and Pipa have already experienced rapid development over the past 10years and are now fully fledged international tourist destinations with package holiday makers, hotel chains and luxury developments. Prices have risen accordingly and property per m2 has become a lot more expensive as the local market has reached saturation level.

If you are looking for a lively modern tourist infrastructure with great nightlife in which to buy an off-plan villa, apartment there are plenty of attractive offers/listings, near the beach in the most popular resorts of Pipa and Ponta Negra.

If however you are in the market for beachfront property, oceanfront homes or beach land at reasonable prices in the south of Natal you may have already missed out I`m afraid. However, the timing for an investment in the North of Natal could not be better.

Write for more information about Brazilian Beach lots For Sale.


Karatbars International - Gold Program

The Karatbars group based in Germany, Belize and Thailand are bank-independent trading houses for merchandise and precious metals, especially Gold bullion in the form of a card in small denominations.

Karatbars International is an Internet trading company and its products are shipped worldwide to an expanding list of countries. They offer one of the most extraordinary range of products on the market. "Atasay Sanayi Ve Ticaret AS Kuyumculuk" of Turkey are the producer and supplier of the one-gram gold bars of the brand "ATAkulche".

Karatbars InternationalKaratbars International is listed with the London Bullion Association Market (LBMA).

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Disclaimer: This document was produced by and the opinions expressed are those of Invest Offshore as of the date of writing and are subject to change. It has been prepared solely for information purposes and for the use of the recipient. It does not constitute an offer or an invitation by or on behalf of Invest Offshore to any person to buy or sell any security. Any reference to past performance is not necessarily a guide to the future. The information and analysis contained in this publication have been compiled or arrived at from sources believed to be reliable but Invest Offshore does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the use hereof.

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