you obviously sell first and resubscribe second. you’ll have a period of 1 week not fully EUR500k. It’s not a problem I am sure, no need to worry if you have a paper trail to explain.
This runs counter to the advice I’ve received from lawyers in the past. They stated you would need to buy the new units prior to selling the old ones.
Just because one lawyer thinks so doesn’t make it so for me. They want everything by the book to be super safe but I am sure the actual committee is more sensible.
Really odd comment. Firstly this is the consensus view across lawyers - it is very much advised to maintain the same investments throughout. This whole process is not about what you deem to be ‘sensible’. I don’t disagree with your thinking but why take the risk if lawyers advise otherwise? Secondly, there is no ‘Committee’ - your file is reviewed by a Civil Servant (who works at AIMA) who will ultimately decide if you are inline with the rules or not…I’m not sure why you would give them an excuse to reject you.
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No need to take this poster seriously.
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if all lawyers say it - it’s a different story, that’s my point.
Has anyone invested in the Optimize fund using the self-directed IRA option?
Would you please share which attorney firm or immigration consultant you are using for the Portugal GV process?
Which one did you end up choosing?
Hello - It has been a few months - what has your experience been so far? If you had to choose over again; would you still choose this fund?
We also chose Optimize. Still early days but so far we are happy.
