How do I top up my Invesco offshore fund?
You can top up your investment by sending us a signed written instruction, including confirmation that you have been provided with the most recent fund and share class specific Key Investor Information Document(s).
This can either be posted or faxed to us:
Invesco Transfer Agency
C/O International Financial Data Services (Ireland) Limited
78 Sir John Rodgerson's Quay
Dublin 2, Ireland
+353 1 439 8200
Alternatively, you can top up your investment by calling us on +353 1 439 8100. Please note that you must confirm that you have been provided with the most recent fund and share class specific Key Investor Information Document(s) when investing by phone.
Telephone calls may be recorded.
You can only top up your investment once your account is open and the initial application for shares has been accepted.
All funds have an initial charge of up to 5% for "A" and "C" shares and up to 3% for "E" shares, except for the Reserve Funds, which have no initial charge.
Applications must include the following information:
- Your full name and shareholder account number
- The name of the fund, and share class, to be bought
- The amount of cash to be invested, or the number of shares to be bought, for each share class
- The currency in which the investment will be made. We accept payment in USD, GBP, HKD, EUR or JPY
- A non-US person declaration, if not previously supplied
- The fund code (SEDOL, ISIN, CUSIP), if you know it
Please ensure you are aware of the minimum initial subscription amount required for each share class.
You can make payment by Electronic Funds Transfer (ETF). Transfers should be drawn from a bank account in your name. Choose the currency for your payment, quoting your Invesco client account number and full contract reference (if known). Otherwise, please provide us with your full name in the reference text. Payment made without quoting the Invesco client account number and contract reference or your full name details may be rejected at our discretion.
Please note that you must confirm that you have been provided with the most recent fund and share class specific Key Investor Information Document(s) before making any decision to invest.