The Sovereign Individual > FAQs

Welcome to The Sovereign Individual, our exclusive research advisory letter. Each month, the Sovereign Society’s Investment Director Jeff Opdyke will bring you the latest updates from banking and financial insiders about the forces that are currently shaping the markets. You’ll also discover some of the world’s most successful alternative investments … from global gold stocks to offshore funds, and emerging market investments to foreign currency plays. You’ll even hear about offshore banking and tax management techniques, asset protections strategies and many other things that can help protect you, your capital, your business … and your investments in the volatile times ahead.

To help you get started right away, take a moment to read through the frequently asked questions below. Have a question that isn’t listed here? Simply fill out the contact form at our Customer Service Center here, and one of our representatives will get back to you as soon as possible.

Your Members-Only Benefts

Subscription and Account Information

TSI Portfolio Questions

The Benefits of Going Offshore

 

Your Members-Only Benefits

Q: What does Sovereign Society membership include?
A: Here’s what you can expect to receive as an exclusive member:

  • The Sovereign Individual … each month, we’ll deliver a copy of the latest issue to you via e-mail and regular mail. In it, you’ll discover all of our top investment ideas, insights into our proprietary strategies, and unusual opportunities that you won’t hear about from your broker. Plus, you’ll learn asset protection techniques, privacy strategies, offshore retirement havens, and much more that you simply won’t find inside the pages of The Wall Street Journal or Barron’s. You can access the TSI archive here.
  • Mid-week Sovereign Portfolio Alerts … Sometimes news hits, or an important buying or selling opportunity comes up between issues of The Sovereign Individual. When that happens, Jeff Opdyke will send you a special mid-week “portfolio alert” so you’ll know the precise action to take and exactly why you should make that move.
  • Sovereign Digest … Jeff Opdyke and Sovereign Society Publisher Erika Nolan have teamed up to bring you a weekly e-letter every Sunday. In it, you’ll discover little-known global strategies to grow your wealth … gain insights on what current events really meant to you and your money … and you’ll get a glimpse of what’s coming down the pike in the weeks and months ahead. Browse the Sovereign Digest archives here.
  • The Sovereign Society’s “Golden Offshore Rolodex” … full of direct contact information for our entire Council of Experts. Visit the Special Reports section of our members-only TSI website to download your copy now.
  • A 50% discount to the Total Wealth Symposium … if you’re looking for the latest ideas and legal strategies to escape excessive taxes and shield your wealth from outside threats, you’re invited to join us in Los Cabos, Mexico April 25-28 at our 2012 Total Wealth Symposium. The experts we’ve lined up are some of the best in their fields, and they’re willing to share their tried and true offshore investment and asset protection strategies with you. This private networking event is your opportunity to mingle with the world’s highest-caliber investment analysts, asset protection experts and taxation, privacy and estate-planning professionals. You never know which tip or strategy could save you, or make you, thousands… For a limited time, you could save up to $500 on our only offshore event of the year. Call 1-866-459-5978 to reserve your spot over the phone, or save a seat online.
  • The Sovereign Investor … Five days a week you’ll receive our very best global investment strategies (and picks), currency plays, offshore asset protection plans and personal liberty ideas. Each day, the experts we trust most will bring you actionable solutions to enrich your financial life while opening your eyes to a very real offshore world you may have only known superficially. To visit the Sovereign Investor website, click here.

Subscription and Account Information

Q: I just joined The Sovereign Society. As a new member, when will I receive a password for the members-only sections of http://www.sovereignsociety.com?
A: Once you have subscribed to The Sovereign Society you will be emailed temporary login information, followed shortly thereafter by your permanent username and password. Be sure to store this information in a safe place, as you will need it to unlock the many benefits Sovereign Society membership has to offer.

Q: I am already a member and have the correct password, but am having trouble logging into the members-only sections. What should I do?
A: Have you entered your username and password exactly as you received them, including case-sensitive characters?  Also, make sure cookies are enabled on your browser. If you’ve tried the above and you’re still unable to log in, please don’t hesitate to contact our customer service team for assistance. Our representatives are standing by and ready to assist you.

Q: Who do I contact with any further questions?
A: For help or information, you can fill out a contact form or call 888-358-8125. Our regular business hours are 9 a.m. to 5 p.m. EST, Monday through Friday. You may also contact us by mail or fax:

The Sovereign Society
98 SE 6th Avenue
Delray Beach, Florida 33483 USA
Fax: (561) 272-5427

Q: I’m having trouble accessing the PDF version of TSI. Can you help?
A: To download a PDF file to your computer, you’ll need Adobe Acrobat Reader. It’s simple to install. Better yet, it’s free.  Just click on this Adobe link to download your free Reader. If have already installed Acrobat Reader but are still unable to access the issue, you may need to download a newer version. Simply click here to get yours updated.

New Adobe Acrobat Reader users: In the download process, jot down the name of the folder where you are saving Acrobat. The software program should automatically install to your computer, once it has finished downloading. If it doesn’t, don’t worry. All you have to do is go to the folder where you saved Acrobat. The file will begin with the letters ar and end with .exe. Simply double-click on that file and wait a few moments. Your installation process is now complete!

TSI Portfolio Questions

Q: Many of the companies in the TSI portfolio trade in places like Hong Kong and Tokyo, but my online broker doesn’t allow me to trade in these markets. Where can I find a broker that will let me trade overseas?
A: That is an excellent question … one we hear often from our members, which is why Jeff Opdyke has addressed it in the TSI trading manual.

You see, in the last couple of years, a small collection of discount and online U.S. brokerage firms has begun offering individual investors direct access to foreign stock markets. Today, you can start building your overseas wealth for as little as $2,000 … right from the comfort of your own home. Please take a few moments to read through Making Your First Overseas Trade: How to Buy and Sell Stocks Around the Globe Without Ever Leaving Home. In it, Jeff has compiled a list of U.S. brokers, the commissions they charge and the markets each one gives you access to. Keep in mind, The Sovereign Individual will be focusing increasingly on the opportunities that exist directly in foreign markets, so this manual is a must-read.

Q: What markets will Jeff primarily focus on?
A: The primary markets Jeff will cover are in Western Europe like Switzerland and the major market in Asia like Singapore, Hong Kong, Japan and Australia.

Q: I’m not ready to buy all of the holdings in the TSI portfolio. How do I know what stocks to add first?
A: Take a look at the image below. At the top of portfolio in each monthly issue, you will see these column headings. Pay particular attention to the “Advice” column, circled in red.

Below this column, you will see Jeff’s current BEST BUY/BUY/HOLD recommendation for each open position in the portfolio. A good place to start is to buy shares of any holding Jeff has recommended as a “BEST BUY.” In the sample portfolio below, for instance, Archer Daniels Midland (ADM) is a BEST BUY for the month up to $35.

**NOTE** Please read the most current issue of TSI for the latest BUY/HOLD advice.

The Benefits of Going Offshore

Q: What are the advantages of doing business offshore?
A: Here are some of the primary reasons our members do business offshore…

Privacy … Anyone can hire a private investigator and find your domestic assets, including bank accounts, or do it themselves on the Internet. But offshore investments are much more difficult to find. While you are required to disclose income from the account to your domestic tax authorities, these records aren’t ordinarily available to creditors.

Asset protection … If you don’t look like you have assets, you’re less likely to be sued. While an offshore account won’t protect you if a court orders you to repatriate your assets, these assets are “off the radar,” which provides a significant amount of practical asset protection. Moreover, an offshore account can be a gateway to other offshore investments that provide much greater asset protection.

Currency diversification … Ninety-eight years of Federal Reserve history shows that the dollar only knows one long-term direction … and it’s not a positive direction for dollar earners. You already know the sad facts about the bloated federal budget and huge trade deficit, the limitless costs of entitlement programs, plus billions for wars in Afghanistan and Iraq. As the Federal Reserve floods the market with excess liquidity to pay down our enormous debt, the dollar’s day of reckoning is inching closer. It’s time to start moving your cash and assets out of the dying dollar and into stronger currencies like the Swiss franc, Norwegian Krone and Singapore dollar.

Q: What are the IRS reporting requirements for an offshore account?
A: Most major countries impose taxes on the worldwide income of their permanent residents. Thus, you must report earnings from an offshore bank, securities or other financial account as you would any other income on your tax return.

Some countries additionally require you to report the existence of offshore accounts; notably, the United States and Canada.

USA. U.S. citizens living anywhere in the world and all other permanent residents of the United States are required to acknowledge their signature or other authority over foreign bank, securities or other financial accounts on Schedule B of Form 1040. Such authority must also be acknowledged in a separate filing of Treasury Form TD F 90-22.1. Persons with an account or accounts with an aggregate valued larger than US$10,000 need these disclosures.

Canada. Canadian permanent residents with foreign holdings with a value higher than C$100,000 are required to complete Revenue Canada’s “Foreign Income Verification Statement.” It requires classification of foreign investments into six categories: (1) funds held outside Canada; (2) shares of non-resident corporations; (3) indebtedness owed by non-residents; (4) interests in non-resident trusts; (5) real property outside Canada; and (6) other property outside Canada. Residents must also list the total income reported on their tax return in the year from these assets.

For more information on the advantages of doing business offshore, check out The Sovereign Society’s Offshore Banking Guide. Click here to read it now.