Question 1

What is the Portuguese Golden Visa program?

Accepted Answer

The Portuguese Golden Visa program allows non-EU citizens to obtain residency in Portugal through qualifying investments, providing access to the Schengen Area and a path to citizenship eligibility subject to legal requirements.

Question 2

How is the fund structured for U.S. investors?

Accepted Answer

The fund is structured with U.S.-aware tax reporting support in mind, including PFIC reporting and QEF election support for investors.

Question 3

What is IFICI / NHR 2.0?

Accepted Answer

IFICI, often referred to as NHR 2.0, is Portugal's tax incentive framework for qualifying new tax residents in eligible activities. The fund can support IFICI / NHR 2.0 positioning as part of a broader relocation plan, but eligibility and tax treatment depend on individual circumstances and professional advice.

Question 4

How does IFICI / NHR 2.0 positioning work for investors who move to Portugal?

Accepted Answer

The fund's technology allocation is structured to support IFICI / NHR 2.0 positioning for investors who relocate to Portugal, but eligibility and tax outcomes depend on individual circumstances and professional advice.

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