Blue Planet investment management

 FREQUENTLY ASKED QUESTIONS

Look to the left of this page for the most commonly accessed information you may need. Otherwise, the following Frequently Asked Question (FAQ) section has ben put together to answer a whole range of commonly asked questions.

However, If you can not find what you are after then please fill out "The E-mail Enquiry" form here.

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  How Can I Invest in Blue Planet's Investment Trusts?
1. Does Blue Planet Investment Management Ltd have a savings plan?
2. Buying shares: Shareholder Services
3. Does Blue Planet offer ISAs / PEPs?
4. I am an overseas investor, can I subscribe to the Blue Planet Savings Plan?
1. Does Blue Planet Investment Management Ltd have a savings plan?

Blue Planet Investment Management Ltd does not offer a Savings Plan, however, a Savings Plan is offered and managed by Blue Planet Investment Advisers Ltd.  The Savings Plan offers a simple, flexible and cost efficient manner of investing in the Blue Planet Investment Trusts.

This service allows persons to invest commission free in any of the Blue Planet investment trusts managed Blue Planet Investment Management Ltd.  There are a range of investment options including lump sum investment, gifts, regular savings and dividend re-investment.

To become a saving plan member, follow our simple 3 step process. Learn more by clicking on the following link or contact Blue Planet Investment Advisers Ltd on (+44)(0)131 466 6666 for a Blue Planet Savings Pack.

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2. Buying shares: Shareholder Services

Blue Planet Investment Management Ltd has arranged a low cost dealing service to be provided by stocktrade (www.stocktrade.co.uk). For further information please click here.

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3. Does Blue Planet offer ISAs / PEPs?

Blue Planet Investment Management is currently reviewing its own branded ISA. Present participants can be assured that they will continue to be serviced by Stocktrade and we will notify you of our review conclusions in due course.  If you currently hold a Blue Planet ISA with Stocktrade and want to top it up for the tax year 2005/2006 or wish to subscribe to a 2006/2007 ISA post 5 April 2006 please continue to do this through Stocktrade.  This will enable you to maintain your Blue Planet ISA investments under one provider.

However, it is worth noting that shares in the Blue Planet Investment Trust’s may be acquired and traded through any mainstream ISA Provider that offers shares on a Self Select basis. For further information please click on the following link.

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4. I am an overseas investor, can I subscribe to the Blue Planet Savings Plan?

Yes.

Global Anti Money Laundering regulations require a person’s identity to be validated before new asset and/or cash accounts are opened. If you are an overseas resident the following documentary evidence is required by Lloyds TSB Registrars, the Administrator of the Plan.  Lloyds are responsible and accountable for Anti Money Laundering checks.

Documentation:
An original or certified copy of ONE of the following:
Passport
Full Foreign/ National Overseas ID Card
Full National Driving Licence

And ONE of the following (evidence of residence and address):
Utility Bill (gas, electricity, local council tax) 
Bank Statement
Tax office notifications

If Certification is the preferred method, documents must be signed and dated by a Lawyer, Accountant, Bank Manager or Registered Doctor.  The address and contact details of the certifier must be clearly stated.

Lloyds maintain full discretion to finally accept appropriate and suitable identity documentation.

Guidance on Proving Your Identity - Click here

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