Your Golden Visa Journey — Step-by-Step with Full Support
The 7-Step Golden Visa Process
We manage the entire journey with you — from eligibility confirmation to EU citizenship.
1. Initial Consultation & Onboarding
- Free strategic consultation with our team
- Confirm your eligibility & goals
- Walkthrough of investment routes, costs, and timelines
- Sign engagement agreement
- Complete KYC (Know Your Client) requirements
2. Legal & Financial Setup (Week 1–2)
- Secure your Portuguese NIF (tax ID)
- Begin collecting required documentation with our guidance
3. Begin collecting required documentation with our guidance (Week 3–4)
- Explore all government-approved investment routes
- Most clients choose the regulated PE/VC fund option (€500,000)
- Open a Portuguese bank account remotely via our legal partners
- We coordinate introductions to vetted, CMVM-regulated fund partners
- Transfer investment capital
- Receive subscription certificate and compliance documents
4. Application Submission (Week 4–8)
- Legal partners notarize and review all documents
- Submit official Golden Visa application via the AIMA portal (formerly SEF)
- Your 5-year citizenship countdown begins here
5. Application Processing (Months 4–16)
- AIMA reviews your case and supporting documents
- OuroVia provides regular updates and liaises with legal partners
- Once pre-approved, you’ll receive your biometric appointment notice
6. Biometrics Appointment in Portugal (Month 18–24)
- Travel to Portugal for biometric submission
- All family members on the application must attend
- Residence cards typically issued within weeks after appointment
7. Residence Cards & Renewals
- Residency cards are issued for 2 years
- OuroVia assists with renewals, tracking, and legal compliance
- Physical presence requirements:
- 7 days in Year 1
- 14 days every 2 years
- At Year 5: Apply for citizenship or permanent residency
We’re more than a do
We manage the entire journey with you — from eligibility confirmation to EU citizenship.
Required Documents (Initial Application & Renewal)
- Completed Golden Visa application form
- Valid passport and travel documents (copies)
- Bank confirmation of international fund transfer
- Proof of health insurance (if residing in Portugal)
- Police clearance certificate (from country of residence)
- Signed declaration of intent to hold the investment for 5 years
- Tax Authority certificate confirming good standing
- Social Security certificate (non-enrolment or in good standing)
- Proof of government application fee payment
All foreign documents must be translated, notarized, and apostilled.
What OuroVia Handles for You — End to End
We’re more than a document processor — we’re your long-term partner.
Our Support Includes:
- Portuguese NIF & bank account setup
- Regulated fund introductions (CMVM-approved only)
- Legal, translation, and notary coordination
- Application assembly, tracking & submission
- Biometric scheduling & pre-travel prep
- Renewal support & residence card tracking
- Citizenship application guidance & A2 test preparation
Why Clients Choose OuroVia
We’re more than a document processor — we’re your long-term partner.
OuroVia Advisory
- Boutique, high-touch service
- Direct access to senior partners
- Wider fund access & optionality
- Weekly updates & status tracking
- Compliance-first, not sales-led
Traditional Firms
- Mass-market, templated approach
- Frequent handoffs to juniors
- Narrow, commission-led network
- A delayed or generic responses
- Often tied to commercial incentives
Our Promise: Integrity Over Incentives
We don’t work with funds based on the highest commission. We choose partners committed to transparency, investor protection, and regulatory excellence.
- Connecting you with CMVM-regulated options
- Delivering a compliant, efficient, low-friction process
- Supporting your long-term plans — not pushing products You’ll always know:
- Where your application stands
- What happens next
- Who you're working with
- How close you are to approval or citizenship
Path to Portuguese Citizenship (Year 5)
To apply for citizenship, you must:
- Maintain your qualifying investment
- Pass an A2-level Portuguese language test
- Hold a clean criminal and tax record
- Processing time: approx. 6–12 months after submission
Ready to Begin Your Golden Visa Journey?
Book a free consultation and receive:
- Your personalised eligibility confirmation
- Timeline and fee breakdown
- Support selecting the right investment route
- Step-by-step document checklist
- Introduction to fund, legal, and tax partners
Stay Informed With Our Newsletter
Get updated information, news, insight or promotions.
