OBTAIN YOUR GOLDEN VISA BY INVESTING IN MONARQUE FUNDS
The Golden Visa is a 5-year residency program created by the Portuguese Government in 2012 and consists of granting a Portuguese residency permit to investors who invest a minimum of EUR 500,000.
With the Golden Visa by Investment Fund, the investor and his family will benefit from free travel between the 26 Schengen Area countries and will be holders of the Portuguese residency card.
All Monarque Funds are eligible for the Golden Visa, which is the perfect program for non-EU citizens who are looking for a second residence option.
25,000 non-EU citizens have already obtained a Portuguese residency permit through the Portuguese Golden Visa program.
Golden Visa applicants are eligible to apply, at the end of the program, for Portuguese Permanent Residency, or/and Portuguese Citizenship.
The Golden Visa scheme has become a successful program, partly due to its reduced minimum stay requirements. It is one of the most attractive residency programs for investors worldwide.
ADVANTAGES
TARGET ASSETS
High-end / Prime Hospitality projects
Mixed asset portfolio with small to medium projects (investments in assets between €1m and €5m)
Minor stakes Development Stage Projects and strategic Private Equity Funds (higher return)
Some small investments in energy and industrial area
LEGAL & FINANCIAL DISCIPLINE
Strict Audit & Governance by E&Y
Solid Legal & Tax Team for tax efficient structuring by Deloitte
TARGET MARKET
The main target market is Portugal with assets mostly in Algarve
TEAM TRACK RECORD
Diverse & highly reputable Management Team with backgrounds in property development, investment, technology & construction
Experienced Fund Manager (> €1.500 million assets managed and > €500 million in transactions concluded)
Partnership with hotel management experts
PROCESS FOR THE CITIZENSHIP APPLICATION
Investment
GV online Application and SEF appointment
Residence Card
Residence Card first renewal
Residence Card second renewal
Citizenship Application
Portuguese Passport / EU Citizenship
BENEFITS OF INVESTING IN MONARQUE FUNDS
Faster Procedure And application before the Portuguese Immigration Authorities
Diversified Investment
No management required From the investor
Fixed Fees and taxes
Legal Assistance and Tax Representation
Providing full support throughout the application process and guidance by expert lawyers and consultants
MONARQUE FUNDS ELIGIBILITY FOR THE GOLDEN VISA PROGRAM
Our investment funds meet the requirements of the Portuguese Golden Visa program:
Our investment funds meet the requirements of the Portuguese Golden Visa program:
Maturity date of at least 5 years as of the investment date
At least, 60% of the fund’s investments are made in companies with their registered offices in Portugal
INVESTMENT POLICY MPHT SUBSCRIPTIONS AVAILABLE NOW!
The Fund will invest in commercial companies directly or indirectly involved in the hospitality and tourism development and management.
In the evaluation of potential investments, as well as in its execution, the fund will take in consideration its environmental and social impact, which shall be measured by key resource efficiency indicators (use of energy, renewable energy, raw materials, water and land, production of waste, greenhouse gas emissions, impact on biodiversity and circular economy).
The Fund can only invest in equity instruments, debt instruments of companies in which it holds or intends to hold equity positions or in other private equity funds.
AT LEAST 60% OF FUND’S CAPITAL
Shall be used to finance companies headquartered in Portugal. These investments must be done via share capital increases or new issued of debt instruments. Monarque Funds invest in equity instruments, debt instruments of companies in which it holds or intends to hold equity positions.
MONARQUE FUNDS CANNOT INVEST MORE THAN 33% OF ITS CAPITAL
In Private Equity Funds managed by other entities.
THE FUND MAY NOT, BY ITSELF:
- Contract loans or issue debt securities
- Grant security or collateral beyond the amount of non-paid-up subscribed capital
