• Skip to primary navigation
  • Skip to main content
The Golden Portugal

The Golden Portugal

The Partner on Your Journey in Portugal

  • Portugal Golden Visa
  • Golden Visa Investment Products & Services
    • Initial Consultation
    • Portugal Golden Visa Properties
    • Portugal Golden Visa Investment Funds
  • Why The Golden Portugal
  • News & Articles
  • Contact us
  • ENEN
    • ENEN
    • 繁體繁體
    • 简体简体
    • PTPT
  • Show Search
Hide Search

In 2021, 89% of Our Clients Went for the Fund Route

2021 has ended, and with it, the opportunity of buying residential properties in Lisbon, Porto, or most of the coastal areas or investing merely 350k in a fund to get a Golden Visa is also gone with the wind.  Check the latest Golden Visa regulations starting from 2022 and the eligible real estate and fund investments.  

The past few months have been very active, with investors flooding in at the last moment, congesting every point of the pipeline.  

One bank that specialises in Golden Visa clients closed its door for new clients trying to catch the year end deadline by mid October.  They suddenly had 200+ clients wanting to open an account all at the same time.  

Another bank that specialises in Golden Visa for American clients also closed its door for remote account opening by mid November.

It really shows that having backup plans is essential, not just in life, but even in the point of view of applying for your Golden Visa: clients acceptance by the bank, client acceptance by the fund manager, need more documents, money transfer not arrived…  And we all have learn a few new things along the way.  

Every experience we have with clients teaches us something new and make us more knowledgeable to serve better our clients.

The last clients we took in for catching the year end’s deadline, were in the last week of November.  No NIF, no bank account, but fortunately had their police reports.  A couple were able to come to Portugal for bank account opening.  But there were others who were too far to travel but were willing to make the jump and proceed as quickly as possible and take the risk to top up to 500K if they can’t make the deadline.  

We are happy to say that all our clients have successfully submitted their online application.

The greatest lesson here is to do everything quickly and in parallel.  We are planning to compile some key take-aways on how to speed up/ streamline your application, but let’s hope we won’t have anymore deadline to catch in the future for Golden Visa!

The Golden Portugal 2021 Client Statistics

Here goes our first infographics on The Golden Portugal’s clientele of 2021.  We have got some interesting findings that we would like to share with all of you.

| The Golden Portugal

1.  89% for the fund routes.  Yes, it is astonishing, the overwhelming skew towards fund investment, especially for clients coming in the second half of 2021.  It really wasn’t realistic to buy property in a rush just for the sake of the Golden Visa application when the property market was hot and it’s hard to personally come to Portugal to visit.  Plus there are structural advantages of funds over properties, like diversification and professional management.  Also, nearly half of those who invested in fund, invested in more than one fund.  This trend will stay with the higher investment threshold of 500k.

2.  While we know we have a lot of Chinese and American clients, it is very surprising even for ourselves to see that actually the biggest portion of our clients comes from ‘other countries’. 

3.  The high percentage of single and couple clients also came as a surprise. Conventionally when we think of a Plan B, we have the impression that they are looking for a better future/ more options for their children.  But in reality, a quarter of our clients are single applicants (this includes single, or divorced and applying without any children).  And almost half of our clients are just couples, including couples that have no kids, or couples that have independent adult children whom are not included in their application.  

4.  22% of our clients are on to their 3rd passport.  This is amazing.  We take into considerations clients that has 2 passports, and also those that hold a passport from their original country and have a permanent residence status in another country (most likely their country of residence now).  In fact, most of these clients are not living in their home countries at the moment and need to get documents remotely. 

We have gathered a lot of experiences along the way in gathering personal documents remotely - for US, UK, China, HK, India, Singapore, Russia and so on.

5.  Our clienteles are quite young (here we are only speaking about the main applicants).  Over 60% are 45 and under, of those, half is under 35 years old.

6.  We have a lot of clients that come in groups – family, siblings and friends.  We have parents that were looking into Golden Visa for their independent adult kids who eventually decided they also want get on the Golden Visa train. 

Lastly, while most our clients regards the Portugal Golden Visa their plan B for the time being (less than 10% are to move to Portugal in the near future (within 1 – 2 years), most of them (over 50%) do plan to come and live in Portugal in the longer term, either full time or part time.  The other 40% are uncertain, some are too young (in their 30s) to think of moving/ or retirement, and some just take this as a contingency plan and a view towards the whole EU for their plan B.

We are working on a questionnaire to look into details on reasons for choosing the Portugal Golden Visa, their plan to move to Portugal and so on.  We will share some interesting findings with you.  Stay tuned!

Learn more about the Portuguese Golden Visa and how our products and services can help you can get your Portugal residency and citizenship!


  • Share on Twitter Share on Twitter
  • Share on Facebook Share on Facebook
  • Share on LinkedIn Share on LinkedIn
  • Share via Email Share via Email


  • | The Golden Portugal
    Portugal Golden Visa Update – Biometric Appointments Opened for January to March 2023
  • | The Golden Portugal
    Portugal Golden Visa Approval 2022!
  • | The Golden Portugal
    SEF has resume their portal for online application submission!
  • | The Golden Portugal
    A Tale of Twin Citizenships
  • Portugal Golden Visa 2022
    Now What With the New Portugal Golden Visa 2022 Investment Options?
  • lisbon
    The Future of Portugal’s Golden Visa – 2022 and after
  • | The Golden Portugal
    In 2021, 89% of Our Clients Went for the Fund Route
  • Get golden visa portugal
    The Hidden Gems in Portugal – Alcacer do Sal
  • Profit and loss comparison for property vs fund
    The Biggest Advantage of Investing in Fund for Your Golden Visa
  • golden visa portugal consultant
    Is There Still Enough Time to Catch the Deadline of December 31st for My Golden Visa Application Submission?
  • 4 options for Portugal Golden Visa
    Portuguese Citizenship / Permanent Residence by Investment (The Complete Guide on the Aftermath of Portuguese Golden Visa)

Written by:
Susana Yang
Published on:
2022-01-24

Categories: Golden Visa Application, Investment Fund, Plan B - Second Passport, Property

Join Our Mailing List
Get the latest updates on golden visa and related investments opportunities, and everything else about living in Portugal.

Explore more

Subscribe to our newsletter Contact us Get investment info
Golden Visa Portugal Consultant

Footer

The Golden Portugal

Avenida da Liberdade 245 – 3 piso, 1250-143, Lisbon, Portugal
+351 933 106 667 · +351 963 788 168
[email protected]

Copyright © 2023 · The Golden Portugal · Powered by Supeca Golden Lda · All rights reserved.

Disclaimer

Keep In Touch

  • Facebook
  • Twitter
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Cookie settingsACCEPT
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT
Powered by CookieYes Logo