Portugal
Golden Visa Fund Investment

Portugal Golden Visa Fund Investment

In 2012, the Portuguese Government changed the Immigration Law (Lei de Imigração 29/2012), allowing the grant of a temporary European Residency Authorization, up to 5 years, for citizens from outside the European Union, in exchange for investments in the country. These regulations offer a simple way for investors from outside the EU to get a Residency Authorization for five years (currently designated as “Golden Visa”).

Time to residency

24 months

 

Visa-free travel

187 countries and regions

 

Passport rank

5th in the world

Residency requirement

Accumulated 14 days every 2 years

Taxation

No worldwide taxation for non-habitual residents

 

Established time

Program launched in 2017

Investment Options

Transfer of capital in an amount equal to or greater than 500 thousand euros, intended for the acquisition of shares in non-real estate collective investment entities, which are incorporated under Portuguese legislation, whose maturity, at the time of investment, is at least five years old and at least 60/prct. of the value of investments is materialized in commercial companies headquartered in the Portugal.

Application Requirments

  1. Open account, and purchase fund

  • The applicant must be at least 18 years old

  • Provide Certificate of No Criminal Conviction

  • Provide support documents of source of funds, including but not limit to: Work and Income Certificate, Bank Statement, etc.

 

    2.  Apply for Residency

  • The applicant must be at least 18 years old

  • Provide Certificate of No Criminal Conviction

  • Completion of 500,000 Euros Investment Fund

 

    3. Residency Renewal

  • Maintain the eligible investment

  • Provide Certificate of No Criminal Conviction

  • Accumulated 14 days of residence in Portugal every 2 years

 

Program Benefits

Allows for travel throughout the Schengen Zone.

The right to live, work and study in Portugal.

Simple and regulated process.

Accessible for the whole family.

A reputable residence program with a clear path to citizenship.

One of the most successful programs available.

Benefits of invest in Funds

 

 

In almost all scenarios, Funds are more tax efficient.

Direct ownership entails numerous taxes from acquisition, rental and eventual sale.

Funds are exempt from many of these taxes.

The Fund’s market is highly regulated, making it more secure and offering foreign investors peace of mind as the fund manager, Custodian Bank, and CMVM (regulator) supervise all their activity.

Simple and low maintenance.

Diversification across several investments, companies and sectors.