Offshore Banking FAQ


Q: What's the main advantage in having an offshore bank account?

A: Privacy and security. Not many people realise that money in a domestic account is not really secure - at least, not secure from the government. In any case where you are deemed to owe money - either in taxes, payment of certain fees, or even (in some countries) child maintenance payments - then the government can actually "trawl" your account and withdraw funds - without your knowledge or permission. In a sense, a domestic bank account is an open wallet to anyone who can persuade the government that you owe them money for some reason - even if you don't!

Q: Isn't having an offshore bank account illegal?

A. No, it certainly is not. However, some countries may require that the existence of such an account is reported. For example, US residents and citizens are required to report any offshore account with a balance exceeding $10,000.

Q: Are such banks safe?

A: Most definitely! In fact, the bulk of the world's private wealth is kept in offshore accounts. However, it still requires prudence when sourcing such banks on the internet - as there are a number of smaller banks, which may be ideal for transactions and pass-through - but not ideal for holding large amounts.

Q: What makes a bank an "offshore" bank?

A: That depends entirely on where you live. Basically, "offshore" simply means in a country other than your own. So, if you live in the USA, an account in the Isle of Man would be offshore. And in the same way, it's possible for a person outside the USA, to open an account there - and treat it as an offshore account. However, for most people, an offshore account is in a country other than their own - which also offers increased privacy, as is the case with known tax havens.

Q: How do I open an offshore bank account?

A: The first thing to realise is that offshore banks want your business. The second thing to realise is that since 9/11 there has been an increase in the level of disclosure required by such banks. But opening an account is still relatively easy. You should plan on having around US$1,000 available as an opening deposit. Some offshore banks will want more, some maybe less. You will need to provide a legitimate state-issued photo ID - usually your passport. You don't send your passport - but a copy. However, most banks will require that this copy has been notarised by a Notary Public, or certified in some way - to confirm the copy's authenticity. Most banks will also ask for some or all of the following: a utility bill - to confirm your address; a bank reference from a bank you currently use; a statement as to what you intend to use the account for (if it's business or corporate account); a statement as to the source of funds.

Q: Does an offshore bank operate the same way as my "onshore" one - and does it provide the same services?

A: There are differences, however, depending on the bank you choose (and there are many), you should expect levels of service to be equal - except for some financial services. Don't expect to raise a mortgage from an offshore bank - because, like all banks, they require security - and in the case of property, they wouldn't be able to lend funds on something in another country. All offshore banks offer a range of other financial services, including various types of accounts, in different currencies. Sometimes they offer a full multi-currency account - which means it can accept any major currency, and you can wire out in any major currency. You can expect such a bank to provide debit and credit cards - however, with credit cards, they require a security deposit which is greater than your credit line. Credit is a bad idea anyway, for a freedom seeker, so you should not miss this.

Q: How can I use an offshore bank account?

A: The purpose of an offshore bank account is to allow you to accumulate and manage your funds in a more secure and discreet way. You could use your offshore account to fund an offshore brokerage account - for the purpose of investing. You could use your account to receive and distribute funds from a business - either online or offline.

Q: How do I access my funds in an offshore account?

A: Obviously, you can't just walk in and do business face-to- face, unless visiting that particular country. However, most offshore banks have advanced internet capabilities and various phone banking services. You can wire funds in and out of your account, and you can access your funds using a Visa/MasterCard debit/credit card or plain ATM card (good for anywhere in the world).

Q: Are these banks more expensive?

A: Some are - usually in the area of monthly fees and/or the charges they make for wiring funds out of the account.

Q: If doing business, should I have an offshore corporation?

A: This is a very good idea - as it provides yet another layer of privacy, and also asset protection. However, unless you have a an active business concern, you shouldn't rush into setting up an offshore corporation - as you have to justify the set-up costs and maintenance costs.

Q: How much does it cost to open a bank account or form an international corporation?

A: Most offshore banks will only require a certain minimum opening deposit. There are a few banks that charge an account- opening fee - usually in the $100 range. Some more exclusive banks are not readily accessible to the public, and operate through agents. In cases like this, you can expect to pay an "introduction fee" - which could be anything from $200 - $500. As for the cost of an offshore corporation - that depends on what country it is incorporated in. Panama is one of the cheapest and can cost from $600 up to $1,000. In other jurisdictions, you may need to pay up to $2,000. Maintenance costs run from around $150 to around $500 per year.


David MacGregor
Offshore Banking Specialist







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