Process

Process of the Portugal Golden Visa

The Portugal Golden Visa requires coordinated investment structuring and legal execution.

Below is the standard engagement sequence from initial consultation through residency issuance and ongoing compliance.

Timelines vary depending on banking, documentation, and government processing.

Timelines vary.

Banking approval, fund subscription, and government processing each operate independently. While investment execution may occur within weeks once documentation is complete, residency approval depends on AIMA scheduling and review timelines.

Government processing times are not guaranteed.

Yes.

We coordinate the full legal structuring and application process, including documentation preparation, fund confirmation alignment, and AIMA submission. Where required, we coordinate with licensed Portuguese legal professionals.

Final approval remains subject to governmental review.

The five-year residency period is calculated from the date of the initial residence permit issuance, not from the date of investment.

The qualifying investment must be maintained throughout the required period.

Process of the Portugal Golden Visa

INTRODUCTION

The Portugal Golden Visa requires coordinated investment structuring and legal execution.

Below is the standard engagement sequence from initial consultation through residency issuance and ongoing compliance.

Timelines vary depending on banking, documentation, and government processing.

Investment Structuring
Strategic Consultation & Eligibility Review

We begin with a structured consultation to assess:

• Personal eligibility
• Citizenship and residency background
• Source-of-funds profile
• Family inclusion considerations
• Banking feasibility

This stage determines whether the Golden Visa is structurally appropriate.

Investment Structuring
Fund Evaluation & Selection

We present eligible CMVM-regulated fund categories aligned with:

• Investment profile
• Liquidity tolerance
• Sector exposure preference
• Timeline considerations

We coordinate direct engagement with fund managers and assist with subscription documentation review.

Final investment decisions remain solely with the investor.

Banking & Capital Coordination
Portuguese Bank Account & Capital Transfer

A Portuguese bank account is required prior to fund subscription.

This stage may include:

• Banking compliance review
• Enhanced due diligence where applicable
• Source-of-funds documentation
• Capital transfer coordination

Bank approval is a prerequisite to investment execution.

Banking & Capital Coordination
Investment Subscription & Confirmation

Upon banking clearance:

• Fund subscription documents are executed
• Capital is transferred
• Confirmation of qualifying investment is issued

This documentation forms part of the Golden Visa application file.

Legal Documentation & Filing
Legal Application & AIMA Submission

We coordinate the preparation and submission of:

• Required civil documentation
• Criminal record certificates
• Proof of investment
• Government application forms

The application is submitted to AIMA for review.

Biometric appointments are scheduled following pre-approval.

Residency & Compliance Monitoring
Residency Issuance & Ongoing Compliance

Upon approval:

• Residence permits are issued
• Renewal calendar is established
• Physical presence requirements are monitored
• Investment compliance is maintained

After five years of legal residence, applicants may pursue permanent residence or nationality, subject to legal requirements.

Discuss Your Eligibility & Structuring Considerations

Testimonials

See What Our Clients Are Saying