A Portugal Golden Visa Solution

Investment Fund + Legal Advice

Investment Fund

Portugal Golden Opportunities

Transparency

Listed assets, daily information

No restrictions

No Lock up period, no penalties

Diversification

Portfolio with multiple assets

Daily Liquidity

No redemption fee

Regulated Management Company

CMVM - Portuguese SEC

Legal Advice

SBPS legal

Experience

Six years of Golden Visa expertise

Personalized Support

Support from partners and senior associates

Transparency

Clear, reliable information

Proactive Solutions

Adapts swiftly to legal changes

Investor Priority

Focused on investor needs
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Golden Visa Portugal Program

  • Living, working and studying in Portugal

  • It is necessary to spend only 7 days/year in Portugal

  • Visa exemption for traveling within the “Schengen” area

  • Extendable to family members

  • 4th most powerful passport globally, with access to 191 countries

  • Portugal allows dual nationality

    Golden Visa application process with our solution

    • 1 to 3 monthsPreparation and Online Application

      - Obtain a Portuguese Tax ID;
      - Open a Portuguese Bank Account You may not need it
      - Transfer funds to Portugal;
      - Set up an Optimize Asset Management Account and invest in the Portugal Golden Opportunities Fund;
      - Gather required documents for Investor and family.
    • 16 to 24 monthsPre-approval and Interview

      Book a Portugal appointment to submit original documents and collect biometric data
    • 10 to 14 monthsFinal Approval

      Upon approval, pay final fees to receive a 2-year Residence Permit, renewable every 3 years

    Skip the Bank Account Hassle in Portugal

    Transfer your funds directly from your bank account to Optimize and enjoy the benefit available to applicants from eligible countries—no need to open a bank account in Portugal . Eligible countries include the United States of America, Canada, Australia, New Zealand, Hong Kong, South Africa, Turkey, South Korea, Indonesia, Brazil, Taiwan, Japan, UK, Uruguay, Singapore, Israel and Malaysia.

    About Optimize Investment Partners


    Portuguese Asset Management Company, founded in 2008, registered with the CMVM (Portuguese Securities Supervisor) under nr. 327, Independent, no conflicts of interest, no fines or sanctions, profitable company, low risk.

    • € 300M assets under management

    • 17 different Funds

    • Over 18 000 clients

    • Award-Winning Funds

      Portugal Golden Opportunities


      The fund aims to provide participants with long-term investment appreciation, by investing in a portfolio that has between 80% to 100% exposure to Portuguese domiciliated companies. The fund does not have any exposure to real estate.

      The fund will have at least 60% of its portfolio invested in stocks and only invests in listed assets, stocks, bonds, or mutual funds. Its diversification strategy aims to reduce the volatility over the long run.

      Lower volatility through strategic allocation to bonds

      Annual Total Returns(1)

      About SBPS legal


      SBPS legal is a Boutique Law Firm based in Lisbon, Portugal, with a US Client base of more than 300 Clients and vast experience in Immigration and Foreign Investment Advisory , offering taylor-made solutions. SBPS legal’s Golden Visa services ensure that its Clients’ lives are easy and stress free .

      The firm stands out for its dedication to responsiveness, clear communication, and proactive assistance. With frequent updates, swift problem-solving, and efficient documentation, SBPS Legal provides a seamless and timely journey to Portuguese residency and citizenship.

      The Legal Services

      Client Management by Partner Lawyers
      Given the importance of the Golden Visa applications, the respective procedure will always be headed by an SBPS legal Partner, ensuring the highest standards of service.
      Responsiveness, US standard SLA
      As an effect of the very close relation with the US market, SBPS legal works as a US based firm, being responsive and available at all times.
      Experience, 300+US Clients
      SBPS legal ensures coordination and introduction to CPA`s in the US in order to structure and establish the most efficient itinerary for the capital from a tax perspective (including IRA`s and 401k`s). In addition, SBPS legal offers streamlined procedures in the US for documents’ issuing, authentication and apostille, making the process easy and stress free.
      Transparency, regular updates
      SBPS legal manages the Investors’ expectations from the beginning with thorough and detailed explanation of all the process and legislative changes until the Portuguese citizenship concession.
      Initiative and proactivity
      SBPS legal anticipates procedural difficulties as an effect of legislative or organizational changes and quickly implements procedures to overcome them.
      Process Acceleration
      SBPS legal integrates solutions that shorten the processing time, by constantly pressuring the Authorities and, if needed, judicially enforcing the Investors’ rights.

      ACT NOW
      BEFORE IT’S TOO LATE!

      Get more information

      Connect with our Financial and Legal Advisors


      About You

      (1) Past performance is not necessarily a guide to future performance. The value of the shares can increase or decrease depending on the risk level that varies between 1 (minimum risk) and 7 (maximum risk). The fund’s Prospectus and the Sub-funds KIIDs are available on the commercializing entities. The returns mentioned are net of management and deposit fees, audit costs and supervisory fee. The figures disclosed imply the taxation borne by the collective investment undertaking and the eventual payment of capital gains tax are investors responsibility. Investing in the collective investment undertaking may result in the loss of invested capital. The disclosed annualized performance measures, calculated based on a period exceeding one year, would only be obtained if the investment was made during the entire reference period. The average annual returns of the Optimize Portugal Golden Opportunities Fund (started on 31-12-2021) is defined between the respective dates and .

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