Application Process Roadmap

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The Golden Visa application process in Portugal requires structured legal, financial, and logistical planning. A well-coordinated effort between advisors, fund managers, and Portuguese counsel can greatly reduce friction and uncertainty.

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Step 1: Initial Strategic Consultation

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Investors begin by defining their primary objectives—mobility, tax residency, citizenship, or estate planning—and identifying eligible family members. This step often includes jurisdictional comparison between Portugal and other programs (e.g., Greece, Malta, Italy).

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Step 2: Legal Mandate & Financial Infrastructure

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A Portuguese attorney is engaged to represent the applicant. A Portuguese tax identification number (NIF) is secured, and a local bank account is opened to facilitate the qualifying investment.

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Step 3: Investment Selection and Execution

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The investor selects a CMVM-regulated fund or structured alternative and completes the investment transaction. Supporting documentation is obtained, including proof of capital transfer and fund subscription.

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Step 4: Documentation Compilation

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All personal and financial documentation is collected, including passports, marriage/birth certificates, police clearance, and evidence of health insurance. Non-Portuguese documents must be translated and apostilled.

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Step 5: Application Submission to AIMA

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The full application is submitted by the attorney, including all legal documents, investment proof, and family inclusion requests. AIMA confirms receipt and assigns a processing number.

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Step 6: Biometrics Appointment

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Upon review, AIMA issues a notice scheduling biometrics capture (fingerprints and photo). This must be attended in person at an immigration office.

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Step 7: Residence Permit Issuance

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After successful biometrics and final approval, the five-year residence card is issued. The card can be collected in person or through legal proxy.

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Step 8: Renewal or Naturalization Planning

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Renewals occur at two-year intervals. At year five, the investor may apply for permanent residency or citizenship, depending on their compliance with physical presence and integration requirements.

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Throughout this roadmap, legal and tax professionals should be engaged at each inflection point to ensure cross-border compliance, especially if the investor intends to claim tax residency or initiate succession planning.

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