Golden Visa Portugal Investment Funds
The Portuguese Golden Visa Investment Funds
There are a number of benefits to investing in private equity funds to be eligible for the Portuguese Golden Visa.
The Portuguese Golden Visa Investment Funds are professionally managed by experts on each specific sector.
You can obtain Portuguese residency from a minimum investment of 350 thousand Euros into a officially registered investment fund.
Venture capital funds are a tax-efficient vehicle — dividends and capital gains returned to investors may be tax-exempt.
Depending on the Portuguese Golden Visa Investment Fund, they will offer a minimum return hurdle-rate usually between 1,5% and 6%, were managers will only be compensated if the fund performance is above a certain percentage.
Some Investment funds have the support of the Portuguese Government through subsidies or financed by the IFD.
The Portuguese Golden Visa Investment Funds are regulated and must comply with the rules stipulated by the Portuguese Securities Market Commission (CMVM), which means that fund managers are regularly audited by third parties.
To comply with the Portuguese Golden Visa Investment Funds legal requirements they usually have a maturity of at least 6 years, which means that the investment should stay in the Fund for that time. The Golden Visa Investment Fund is also obliged to invest at least 60% into companies which have their head office in Portugal.
An advantage of the Golden Visa Investment Fund is that compared to real estate you will not pay acquisition tax (around 6%) neither stump duty tax (0,8%) of the property value.
By deciding to apply for the Portuguese Golden Visa through the investment fund will save you a lot of time and legal fees compared to real estate acquisitions.
Investment Funds Advantages:
- Easiest and quickest way to be eligible for Portuguese Gold Visa, starting at 350 thousand euros.
- All investments will be audited and evaluated by certified and independent companies.
- Lower value that enables solid and good profitability investments in the Portuguese capital.
- Assets diversification — it won’t exceed 1/3 of the portfolio focused on more than one investment.
- Tax exempt on the withdraw for non resident and 10% for residents.
Documents for the Portuguese Golden Visa Investment Fund application:
• Declaration of a credit institution authorized or registered in the national territory within Bank of Portugal, attesting the effective transfer of the amount equal to or above the legally required;
•Supporting document attesting the holder ship of the units of investment, free from any charges and obligations (issued by the entity responsible for keeping an updated record of the units of investment holders, under the law, of the respective management regulation or of contractual instrument);
•Declaration issued by the holding company of the respective investment fund, attesting the feasibility of the capitalization plan, the maturity of, at least, five years, and the application of at least 60% of the investment in commercial companies with head office in national territory.
More information here: Portuguese Golden Visa Investment Funds.
