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Golden Visa Advisory & Introduction to Funds
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Legal & Tax Advising
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Banking Services
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1) Discovery Session
- Tailored Discussion: Assess your unique situation, including family considerations.
- Golden Visa Insights: Comprehensive overview, addressing all your queries.
- Process & Timeline: Clear explanation of steps and expected timelines.
- Cost Simulation: Detailed breakdown of potential costs involved.
- Funds Industry Overview: Insight into how investment funds operate in Portugal.
- Key Fund Facts: Essential information on funds, including scenario simulations.
- Visa Options: Exploration of Golden Visa options suited to your needs.
- Risk Profile Alignment: Recommendations based on your risk tolerance.
NOTE: Session is for information purposes, in line with Central Bank of Portugal guidelines.
2) Introduction to Funds
- Personalized Suggestions: Suggesting funds based on your preferences.
- Direct Introductions: Facilitating meetings with selected funds for in-depth discussions.
- Expert Advice: Fund managers provide detailed fund insights and advice, as regulated by the Central Bank of Portugal.
- Comprehensive Clarifications: Ensuring all your questions are answered thoroughly.
This step connects you directly with fund options that align with your investment goals, offering you clarity and expert insights to make informed decisions.
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3) Documents & Forms
- Onboarding Forms: Complete necessary forms for bank account opening and subscription of units of the selected fund.
- Essential Documents: Prepare and submit critical documentation including criminal records, passports, and bank statements.
This phase is crucial for setting up your financial foundation in Portugal, ensuring a smooth transition into your investment and residency application process.
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4) Open Bank Account
- Form Review: Submitted forms undergo bank review for compliance (typically 1-2 weeks).
- Account Activation: Upon successful compliance check, your account is activated.
- Capital Transfer: Transfer the required capital (€500,000 + expenses) to your new account.
Opening a bank account in Portugal is mandatory for the Golden Visa process.
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5) Make Investment
- Fund Onboarding: Concurrently with bank account setup, complete the onboarding process with your selected fund(s).
- Capital Allocation: Once your bank account is active, proceed to invest the designated capital into the selected fund(s).
This step is crucial in initiating your investment journey, seamlessly integrating your financial setup with your investment strategy in Portugal.
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6) Submit Application
- Investment Statement: After capital allocation, the fund issues a statement confirming your investment for Golden Visa purposes.
- Application Submission: With the investment statement, your legal advisor officially submits your Golden Visa application.
- Citizenship Timeline Begins: The countdown to eligibility for citizenship begins from the date of application submission.
This pivotal step marks the formal beginning of your path towards Portuguese residency and ultimately, citizenship.
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7) Appointments & Renewals
- Pre-Approval Follow-Up: After pre-approval, we coordinate your immigration appointment with the Portuguese Immigration Authority (AIMA), preparing you for any additional verifications.
- Resident Card Issuance: Successful completion leads to your first resident card, valid for two years, marking your official residency status in Portugal and access to Golden Visa benefits.
- Ongoing Support for Renewals: Our support extends throughout the Golden Visa program, including assistance with resident card renewals to ensure uninterrupted residency status.
We are committed to guiding you through every milestone of the Golden Visa journey, from initial approval to maintaining your residency.
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8) Citizenship Application
- Eligibility for Citizenship: According to the latest rules, after five years from the Golden Visa application date, you become eligible to apply for Portuguese citizenship.
- Language Proficiency Support: Achieving citizenship requires proving Portuguese language knowledge, either through a simple A2 level test or by completing a Portuguese language course. We guide you through this process as to ensure your citizenship application may be submitted within the earliest possible timeframe.
- Citizenship Documentation and Submission: We guide you through compiling and submitting all necessary documentation for your citizenship application, and represent you before the relevant authorities, ensuring the issuance of your Portuguese passport.
Our comprehensive support ensures you are well-prepared and informed throughout the citizenship application process, bringing you closer to achieving Portuguese nationality.
