
A Portugal Golden Visa Solution
Investment Fund + Legal Advice
Investment Fund
Portugal Golden Opportunities
Transparency
No restrictions
Diversification
Daily Liquidity
Regulated Management Company
Legal Advice
SBPS legal
Experience
Personalized Support
Transparency
Proactive Solutions
Investor Priority

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 data10 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
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
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(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 .