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Tax Advantages

Because offshore funds are not registered in the United States or with the Securities & Exchange Commission, they offer privacy benefits and a variety of tax advantages. They are not subject to U.S. income or withholding taxes on distributions received from the fund or to U.S. estate taxes on fund shares. Offshore funds are exempt from withholding taxes because the funds are located outside the U.S. and, therefore, are not required to submit W-8 forms for interest and dividend income earned by the securities. 


 

What are Offshore funds?

Eligibility Requirements

Tax Advantages

Why Mutual Funds?

Fund Availability

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