The Portuguese Fund Program is very safe and secure, regulated and filed with the Portuguese Securities Market Commission, and the investment funds are supervised by the Central Bank of Portugal together with the Central Bank of the European Union. According to the law, citizens of non-EU countries who want to apply for a golden visa must invest at least 500,000 euros to buy an investment fund or venture capital fund capitalized by the company. The minimum investment period is five years and at least 60% of the investment is achieved through a commercial company based in Portugal. Portugal's fiscal surplus is expected to reach 0.2%, despite a slowdown in the country's economic growth, which fell to 1.5% from 2.2% this year, and due to high interest rates and slowing exports from Europe's main trading partners, according to data released by the Portuguese government. With the support of EU funds, investment is expected to grow by 1.3% in 2023 and by 4.1% next year.
Investment strategy for fund projects in Portugal
What is guaranteed is the safety of the applicant's principal, and then the core of the location is preferred, and the location with high occupancy rate of similar assets is compared, emphasizing the value preservation and appreciation attributes of this type of asset. The fund itself does not use leverage, and it needs to be physically collateralized when investing in debt. When acquiring mature properties, we will pay attention to the cash flow profitability of the investee target. When the fund formulates the investment strategy and determines the invested projects, it will simultaneously construct an exit plan. The fund is simple to operate, transparent in fees, and managed by a professional financial team, which is stable and safe. Diversify risks more effectively and make the applicant's investment allocation more diversified.
JWP Golden Fund IV葡萄牙基金四期介绍
Nature of Fund: Portuguese Private Equity Immigration Fund
法律架构:FCR(葡语-Venture Capital Funds),(英语-Venture Capital Funds)
Investment strategy under the New Deal: Operate interest-bearing commercial assets
Minimum investment: €500,000
Minimum holding period: 5+1 years (subject to the time when the client's funds enter the fund custody account)
Exit method: Redeem the investment at maturity after 6 years
Window period: one window period per quarterDeduction method: Deduction upon arrival
Fund investment strategy – fully in line with the new policy
Under the old policy, JWP's investment strategy in Portugal was defined as Yield Asset. It is a model that only holds assets and signs a lease with the operating company.
Under the new policy, JWP's strategy is adjusted to operate interest-bearing commercial assets in accordance with the new policy, and at the same time hold assets + operating companies, that is, assets and operating companies are acquired together. This model is exactly the same as the investment strategy of JWP Ireland Fund, and the investment team has many years of experience and is one of the most mature investment models in Europe.
What the old and new policies have in common is that mature assets are also screened for acquisition. The difference is that the old deal only holds assets, while the new deal holds both assets and a mature operation company.
The risk is controllable, and the exit is clear
Diversified allocation: control the investment amount of a single project, select medium-scale projects, reduce the risk of selling when exiting large targets, and improve risk resistance.
Strong asset liquidity: Compared with individual investors, funds mainly choose popular areas where supply exceeds demand and are popular with institutional investors to ensure liquidity.
Clear exit path: The investment team has established a database of potential buyers to identify the exit buyers in advance.
Clear exit time: fund products have a fixed period, and the funds will be returned to investors at the end of the closed period, so investors do not need to worry about not being able to get back their investment funds.
Advantages of JWP Golden Fund
1. The investment cost is clear and transparent, the product is standardized, the investment amount can meet the fund share, and the fund has no taxes and additional maintenance costs;
2. Safe and worry-free, strong supervision: The fund is supervised by the Portuguese Securities and Futures Commission, the Central Bank of Portugal and the Central Bank of the European Union, and the funds are supervised by professional depository banks to ensure the safety of funds;
3. Diversified investment allocation to effectively diversify risks;
4. The investment and research system is sound, and the professional team takes care of it, and makes more professional judgments for investment through in-depth research on relevant policies and local market research;
5. Do not use leverage, maximize the safety of principal, all investment activities of the fund only use its own funds, and the investor is the sole holder of the assets;
6.600+ successful cases of established funds
Who is Portugal Fund Immigration suitable for?
(1) I want to configure an overseas status
Portugal, a Western European country, one of the most livable countries in the world, and one of the countries suitable for retirement. If one person applies, three generations of the whole family can get a Portuguese golden residence card, travel to different Schengen countries, enjoy free public education for their children, and enjoy free medical care for the whole family.
(2) I want to allocate euro assets
Invest 500,000 euros in the fund, give away a Portuguese bank account, identity + assets, and meet the European allocation.
(3) Unable to meet the requirements of long-term residence immigration supervision
If you invest 500,000 euros in the fund for 5 years, you can apply for a five-year golden residence card, and the one-year golden residence card only needs to live for 7 days.
(4) Don't want to buy a house or don't have the energy to take care of it
The €500,000 fund in Portugal is gradually becoming an alternative to the property market. The fund project is flexibly controlled, and there is no need to pay any other fees within five years, no need to log in to the business examination in the early stage, no need to wait for the transfer of the house, and no need to spend energy on maintenance.
(5) Not wanting to explain the source of funds
The application materials are simple, the fund funds can be transferred from the bank accounts of spouses and family members, no need to provide proof of source of funds, no need to declare personal assets, no need to declare company assets.
JWP Portugal Fund IV, the best investment choice in the European Union, the era of European Immigration Fund is officially coming!
Advantages of the Portugal Golden Residence Visa Program
One person to apply, three generations to immigrate;
free passage to 26 Schengen countries;
There are no commercial, academic, linguistic, funding requirements, etc.;
With a Portuguese Golden Visa, you can legally work and do business in Portugal without having to apply for a work visa again, and the applicant's future income is guaranteed;
After 5 years of holding a golden residence permit, you can apply to become a permanent resident of Portugal, or you can apply for citizenship in one step;
Portuguese passport visa-free to 192 countries;
After naturalization, you can enjoy the benefits of education, medical care, work, and free residence in EU countries;