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One Planet Fund ON-DEMAND INVESTOR BRIEFING ENGLISH

ONE PLANET FUND · PORTUGAL

Your life, on your terms.
Your family’s European option.

Portugal’s Golden Visa, explained step by step by Luís Prazeres.

THE FULL BRIEFING01 / WATCH & UNDERSTAND
1×
2 minutes unlock the details below. The full briefing unlocks your private meeting.Pause anytime · Playback at 1×

For investors considering the €500,000 fund route, plus fees and costs.
Exploring a 401(k) or IRA? Discuss eligibility with your advisers.

02 / YOUR NEXT STEP

A clearer picture. Then a personal conversation.

Complete the webinar to unlock the meeting calendar here. Bring your questions; we’ll help you explore the next step.

AVAILABLE AFTER THE WEBINAR

The answers below unlock after 2 minutes of the briefing · 2:00 to go

BEFORE YOU MAKE A MOVE

Big decisions.
Straight answers.

A practical conversation about the life you want, the commitment it takes, and the questions worth asking.

01

A European base for your family

Understand residency, family inclusion and what maintaining a connection to Portugal involves.

02

The investment, beyond the headline

Explore the qualifying fund route, the full budget, liquidity and investment risk.

03

Your next step, with context

Learn what to review with immigration, tax and investment professionals before making a decision.

THE QUESTIONS FAMILIES ASK FIRST

Honest answers.
Before any meeting.

Do I have to move to Portugal?

No. The minimum stay is 7 days in the first year, then 14 days in each following two-year period.

Didn’t the Golden Visa end?

No. Real estate no longer qualifies, but other routes remain, including a €500,000 investment in a qualifying non-real-estate fund, job creation, research and cultural contributions.

Is this a passport?

No. It is residency, not citizenship. Permanent residence can be requested after 5 years of temporary residence. Since the May 2026 nationality law change, citizenship generally takes 10 years for most US nationals (7 for EU and CPLP nationals). Applications already pending stay under the previous rules.

What does residency give my family?

Travel within the Schengen area without a separate visa, and residence permits of their own for the family members included. It does not grant unrestricted EU rights.

Can I lose money?

Yes. The fund is regulated by the CMVM, but regulation is not a guarantee. A qualifying fund must be under Portuguese law, non-real-estate, with a maturity of at least 5 years and at least 60% invested in companies headquartered in Portugal. Eligible does not mean suitable for you.

Can I exit whenever I want?

Usually not. Plan for a fixed term and limited liquidity, and keep the investment for as long as your residency depends on it.

Is €500,000 the total cost?

No. Add government and legal fees, plus banking, tax, compliance, translation, travel and renewal costs for each family member, and currency risk. Keep your emergency reserve untouched.

Who can come with me?

A spouse or partner, dependent children and, in some cases, dependent parents. Each family is assessed case by case.

How long does it take?

It depends on AIMA’s timelines. The usual sequence: eligibility review, NIF and bank account, source of funds, the investment, the filing with AIMA, then biometrics. There is no guaranteed deadline.

What about US taxes?

US citizens are taxed on worldwide income and must report foreign assets, and fund structures can raise PFIC questions (Form 8621). Review it with a US tax adviser before investing. You can keep your own CPA and attorney.

What if the law changes again?

It can. Rules have changed before. Your advisers should review your case against the law in force when you apply and at each renewal.

Is the first conversation investment advice?

No. It is a conversation to understand your situation. You pay nothing and you do not have to decide anything.

IS THIS FOR YOU?

Four honest
yes-or-no questions.

If any answer is no, the fund route is probably not the right next step for you.

01

Residency, not an instant passport?

You are looking for a European residence option for your family.

02

€500,000 plus costs, reserve intact?

You can evaluate the investment and its costs without touching your emergency reserve.

03

Risk, a fixed term and illiquidity?

You accept that capital is at risk and not freely withdrawable.

04

Professionals at your side?

You are willing to involve legal, tax and financial advisers in the decision.

A FEW PRACTICAL DETAILS

Before you press play.

How does the webinar work?

Watch the recording here, in order and at its original speed. You can pause and continue on this page. The player does not offer skipping or rewinding. Reloading resumes saved progress. After 2 minutes, the answers on this page unlock.

When can I book a meeting?

Once the webinar finishes, the meeting section unlocks on this page. Provide your contact details, then choose an available time with our team. Watching or requesting a meeting does not commit you to investing.

What investment should I be considering?

The qualifying fund route starts at €500,000, with legal, government and other costs in addition. Investment suitability and immigration eligibility are separate questions. Capital is at risk and returns are not guaranteed.

Can I use a 401(k) or IRA?

That depends on your plan, custodian, the investment structure and your circumstances. Review any proposed rollover and its tax implications with qualified US and Portuguese advisers before acting.