Investment-Based Residency Application
This template guides individuals through the comprehensive process of applying for long-term residency based on property or asset investment in a new jurisdiction.
This reusable ProcessKit template contains 12 steps and 12 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Compile Personal Identification Records
- Valid Passport Copy
- Current Residency Permit (if applicable)
- Official Birth Certificate
- Government-Issued Identification Card
- Proof of Address (e.g., utility bill)
Assemble Financial Viability Evidence
Investigate Qualifying Investment Opportunities
Choose Preferred Investment Asset
Retain Professional Investment Advisor
- Verify Advisor's Professional License
- Confirm Relevant Certifications
- Check Client Testimonials/Ratings
- Assess Advisor's Experience Level
- Consider Advisor's Specialization
Gather Asset Ownership Documentation
Draft Investment Agreement
Submit Agreement for Official Review
Receive Investment Agreement Endorsement
- Confirm Investment Agreement Preparation
- Verify Agreement Submission for Review