Application Process Roadmap

Application Process Roadmap

  1. Strategic consultation: Define client goals, family inclusion, and residency plans.
  2. Pre-qualification and KYC screening: Assess source of funds, eligibility risks, and supporting document readiness.
  3. Investment planning: Select brokers or custodians, open compliant investment accounts, and design portfolio.
  4. Asset seasoning: Maintain qualifying investments for a minimum of six months.
  5. Application submission: Lodge full documentation package with InvestHK and the Immigration Department.
  6. Approval-in-Principle issuance: Upon review, temporary visa granted pending final checks.
  7. Investment confirmation: Submit portfolio statements, compliance letters, and intermediary attestations.
  8. Visa stamping and initial entry: Receive formal two-year residence visa.
  9. Ongoing compliance and reporting: Annual statements to maintain investment threshold.

PR application after seven years: Subject to presence and continuous ordinary residence.