# \#imga **URL:** https://community.nomadgate.com/tag/imga/333.md [Latest](https://community.nomadgate.com/latest.md) · [Categories](https://community.nomadgate.com/categories.md) · [Tags](https://community.nomadgate.com/tags.md) --- ## [Creating a Portuguese will](https://community.nomadgate.com/t/creating-a-portuguese-will/63332)
**Author:** [@jpgoldenvisa](https://community.nomadgate.com/u/jpgoldenvisa)\ **Replies:** 46\ **Last updated:** [August 28, 2026, 12:36pm UTC](https://community.nomadgate.com/t/creating-a-portuguese-will/63332 "2026-08-28T12:36:26Z")
Hi, Has anyone created a Portuguese will so that assets can be passed on to your spouse and children ? How much would it cost ? What resources are needed to create one ? (witnesses, documents from home country etc) … --- ## [Experience & Timeline: Redeeming Optimize/IMGA and Closing Bison Bank](https://community.nomadgate.com/t/experience-timeline-redeeming-optimize-imga-and-closing-bison-bank/77925)
**Author:** [@rsade](https://community.nomadgate.com/u/rsade)\ **Replies:** 5\ **Last updated:** [June 29, 2026, 11:47am UTC](https://community.nomadgate.com/t/experience-timeline-redeeming-optimize-imga-and-closing-bison-bank/77925 "2026-06-29T11:47:31Z")
I recently withdrew my PGV application and wanted to share my timeline for liquidating my investments and closing my accounts. After waiting a few months for my investments to pass the one-year mark, I contacted my lawy… --- ## [Golden Visa (investment fund pathway): do non-residents need to file yearly Portuguese tax returns?](https://community.nomadgate.com/t/golden-visa-investment-fund-pathway-do-non-residents-need-to-file-yearly-portuguese-tax-returns/76416)
**Author:** [@Philipo](https://community.nomadgate.com/u/Philipo)\ **Replies:** 8\ **Last updated:** [March 16, 2026, 12:13pm UTC](https://community.nomadgate.com/t/golden-visa-investment-fund-pathway-do-non-residents-need-to-file-yearly-portuguese-tax-returns/76416 "2026-03-16T12:13:19Z")
Hi everyone, I’m hoping to get some advice from others who have gone through the Portugal Golden Visa process. I applied for the Golden Visa last year and made my investment through the IMGA Ações Portugal fund. I’m no… --- ## [Fees for Optimize fund vs IMGA Equities fund](https://community.nomadgate.com/t/fees-for-optimize-fund-vs-imga-equities-fund/76392)
**Author:** [@slowreader](https://community.nomadgate.com/u/slowreader)\ **Replies:** 39\ **Last updated:** [March 14, 2026, 12:51am UTC](https://community.nomadgate.com/t/fees-for-optimize-fund-vs-imga-equities-fund/76392 "2026-03-14T00:51:27Z")
UPDATE - below is my original post but there’s hidden charges with bank fees for holding units of a fund in a bank which is NOT needed with Optimize and can be avoided with Optimize since they don’t require a third party… --- ## [US IMGA investors tax filing](https://community.nomadgate.com/t/us-imga-investors-tax-filing/47613)
**Author:** [@garrett](https://community.nomadgate.com/u/garrett)\ **Replies:** 159\ **Last updated:** [January 23, 2026, 5:54pm UTC](https://community.nomadgate.com/t/us-imga-investors-tax-filing/47613 "2026-01-23T17:54:48Z")
Hi all, figured I’d start a thread about how the heck to file taxes for reference to others and to ourselves next year, when we have to do it again :slight\_smile: My understanding is that US investors in the IMGA fund (… --- ## [PSA: Just buy an open-ended index funds for most flexibility](https://community.nomadgate.com/t/psa-just-buy-an-open-ended-index-funds-for-most-flexibility/69607)
**Author:** [@rvnjoel](https://community.nomadgate.com/u/rvnjoel)\ **Replies:** 45\ **Last updated:** [November 14, 2025, 1:43am UTC](https://community.nomadgate.com/t/psa-just-buy-an-open-ended-index-funds-for-most-flexibility/69607 "2025-11-14T01:43:21Z")
Full disclosure, I have personally applied for the GV through the fund route - IMGA Ações Portugal A and BPI Portugal FIAA. I may have surviorship bias but if you are looking a hands-free approach and most flexibility, i… --- ## [Racing to AIMA - a diary of our steps to start the five year clock ASAP](https://community.nomadgate.com/t/racing-to-aima-a-diary-of-our-steps-to-start-the-five-year-clock-asap/71459)
**Author:** [@benerus](https://community.nomadgate.com/u/benerus)\ **Replies:** 28\ **Last updated:** [November 3, 2025, 1:16pm UTC](https://community.nomadgate.com/t/racing-to-aima-a-diary-of-our-steps-to-start-the-five-year-clock-asap/71459 "2025-11-03T13:16:51Z")
A Short Diary of Our Process NOTE: many of you have already been through these steps so it is a post for newbies. We gained so much from the many different NomadGate posts and community! It felt only right to log our ow… --- ## [Comparison of three open-ended funds from GV Portugal](https://community.nomadgate.com/t/comparison-of-three-open-ended-funds-from-gv-portugal/61853)
**Author:** [@btcmini](https://community.nomadgate.com/u/btcmini)\ **Replies:** 9\ **Last updated:** [August 12, 2025, 3:15am UTC](https://community.nomadgate.com/t/comparison-of-three-open-ended-funds-from-gv-portugal/61853 "2025-08-12T03:15:51Z")
1. Sixty Degrees Ações Portugal I Fundo de Investimento Mobiliário Aberto de Ações PTSXYFHM0005 2. Optimize Golden Opportunities Fund Fundo de Investimento Mobiliário Aberto PTOPZWHM0007 3. IMGA Ações Portugal A Fu… --- ## [Questions for IMGA Ações Portugal investors](https://community.nomadgate.com/t/questions-for-imga-acoes-portugal-investors/63381)
**Author:** [@andrewfc](https://community.nomadgate.com/u/andrewfc)\ **Replies:** 17\ **Last updated:** [July 10, 2025, 5:40pm UTC](https://community.nomadgate.com/t/questions-for-imga-acoes-portugal-investors/63381 "2025-07-10T17:40:38Z")
Hi @imga Ações Portugal investors, I am finalising my GV bank account opening with Millennium and am planning to invest in IMGA Ações Portugal fund. I understand that the bank would like to handle the investment for me… --- ## [General tax info for a US citizen investing in an open-ended PT mutual fund (IMGA, Oxy, Optimize, etc.)](https://community.nomadgate.com/t/general-tax-info-for-a-us-citizen-investing-in-an-open-ended-pt-mutual-fund-imga-oxy-optimize-etc/71786)
**Author:** [@alkay](https://community.nomadgate.com/u/alkay)\ **Replies:** 22\ **Last updated:** [June 7, 2025, 5:36pm UTC](https://community.nomadgate.com/t/general-tax-info-for-a-us-citizen-investing-in-an-open-ended-pt-mutual-fund-imga-oxy-optimize-etc/71786 "2025-06-07T17:36:08Z")
Hi, Sorry if this is already addressed somewhere but we couldn’t find it. We’re in the planning stages of our PT Golden Visa investment but are struggling to get clarity or consistent answers on just the general way thi… --- ## [Seeking Advice: Optimize Golden Opportunities Fund or IMGA Ações Portugal for Portugal Golden Visa](https://community.nomadgate.com/t/seeking-advice-optimize-golden-opportunities-fund-or-imga-acoes-portugal-for-portugal-golden-visa/67152)
**Author:** [@eli\_9999](https://community.nomadgate.com/u/eli_9999)\ **Replies:** 31\ **Last updated:** [May 23, 2025, 1:19pm UTC](https://community.nomadgate.com/t/seeking-advice-optimize-golden-opportunities-fund-or-imga-acoes-portugal-for-portugal-golden-visa/67152 "2025-05-23T13:19:54Z")
Hi everyone, I’m currently evaluating the Optimize Golden Opportunities Fund and IMGA Ações Portugal as potential investment options for the Golden Visa program. Has anyone here reviewed or invested in either of these … --- ## [After much reading and apprehension, I'd like to ask for some context heavy feedback about starting my GV process](https://community.nomadgate.com/t/after-much-reading-and-apprehension-id-like-to-ask-for-some-context-heavy-feedback-about-starting-my-gv-process/67377)
**Author:** [@TrapeziusMilkington](https://community.nomadgate.com/u/TrapeziusMilkington)\ **Replies:** 53\ **Last updated:** [May 8, 2025, 10:04pm UTC](https://community.nomadgate.com/t/after-much-reading-and-apprehension-id-like-to-ask-for-some-context-heavy-feedback-about-starting-my-gv-process/67377 "2025-05-08T22:04:32Z")
First off, to all those who have suffered, complained, sued, and celebrated: thank you for all your contributions to this site on the subject of the Portugal GV scheme. The anecdotal data is better than any book I could … --- ## [Help: Open-Ended Fund Eligibility— Is BPI still considered a qualifying fund for the Golden Visa?](https://community.nomadgate.com/t/help-open-ended-fund-eligibility-is-bpi-still-considered-a-qualifying-fund-for-the-golden-visa/70470)
**Author:** [@Rr2020](https://community.nomadgate.com/u/Rr2020)\ **Replies:** 6\ **Last updated:** [April 13, 2025, 10:41am UTC](https://community.nomadgate.com/t/help-open-ended-fund-eligibility-is-bpi-still-considered-a-qualifying-fund-for-the-golden-visa/70470 "2025-04-13T10:41:29Z")
Hi everyone, I’m currently looking for an open-ended fund to use for my Golden Visa application. I’ve been considering BPI, and I’m quite satisfied with it, but during my research I noticed that it has 2% exposure to re… --- ## [IMGA Ações Portugal Class I?](https://community.nomadgate.com/t/imga-acoes-portugal-class-i/70162)
**Author:** [@pizzachef](https://community.nomadgate.com/u/pizzachef)\ **Replies:** 1\ **Last updated:** [March 23, 2025, 3:42pm UTC](https://community.nomadgate.com/t/imga-acoes-portugal-class-i/70162 "2025-03-23T15:42:17Z")
Has anyone who has applied or is applying for a Portugal golden visa invested in IMGA Ações Portugal “Class I” (as opposed to “R” or “A”)? From the Feb 2025 prospectus (apologies Nomadgate isn’t letting me link it, but … --- ## [Combining IMGA AÇÕES PORTUGAL and IMGA AÇÕES America Funds for Golden Visa](https://community.nomadgate.com/t/combining-imga-acoes-portugal-and-imga-acoes-america-funds-for-golden-visa/69938)
**Author:** [@S\_B\_A](https://community.nomadgate.com/u/S_B_A)\ **Replies:** 2\ **Last updated:** [March 15, 2025, 4:11pm UTC](https://community.nomadgate.com/t/combining-imga-acoes-portugal-and-imga-acoes-america-funds-for-golden-visa/69938 "2025-03-15T16:11:34Z")
I have been reviewing the requirements for the Golden Visa via investment for a while now and I understand that 1) 60% of the € 500k has to be invested in Portuguese companies and 2) Investment can be spread across multi… --- ## [Ask me anything: I invested in IMGA around 1.75 years back. Backed out of GV](https://community.nomadgate.com/t/ask-me-anything-i-invested-in-imga-around-1-75-years-back-backed-out-of-gv/60513)
**Author:** [@ravi](https://community.nomadgate.com/u/ravi)\ **Replies:** 34\ **Last updated:** [January 9, 2025, 6:32pm UTC](https://community.nomadgate.com/t/ask-me-anything-i-invested-in-imga-around-1-75-years-back-backed-out-of-gv/60513 "2025-01-09T18:32:49Z")
This is my way of giving back. I invested in GV, backed out, rode the Portugal golden visa roller coaster for the past 2 years. If you are new or have some questions, ask me anything. I’ll try to answer the best for the … --- ## [Finally Got the Residency Card for main application, Now have couple of questions](https://community.nomadgate.com/t/finally-got-the-residency-card-for-main-application-now-have-couple-of-questions/67240)
**Author:** [@layover\_guy](https://community.nomadgate.com/u/layover_guy)\ **Replies:** 6\ **Last updated:** [November 12, 2024, 12:51pm UTC](https://community.nomadgate.com/t/finally-got-the-residency-card-for-main-application-now-have-couple-of-questions/67240 "2024-11-12T12:51:42Z")
Starting with Timelines to help others investement - End of Dec 2021 Biometrics - Nov 2023 in Faro Approval - Sep 2024 for main applicants Card Printed - Oct mid 2024, Valid for 2 years Approval for spouse and child - … --- ## [Understanding PFIC for IMGA](https://community.nomadgate.com/t/understanding-pfic-for-imga/63627)
**Author:** [@justinjames](https://community.nomadgate.com/u/justinjames)\ **Replies:** 3\ **Last updated:** [April 5, 2024, 12:36pm UTC](https://community.nomadgate.com/t/understanding-pfic-for-imga/63627 "2024-04-05T12:36:31Z")
Hi, I’m a US tax payer who purchased fund units, but I’m having trouble understanding the tax liability presented by the PFIC statement compared to actual gains. I received a PFIC statement for 2023 tax year, which sta… --- ## [Don't use Bison Bank to purchase property](https://community.nomadgate.com/t/dont-use-bison-bank-to-purchase-property/62880)
**Author:** [@garrett](https://community.nomadgate.com/u/garrett)\ **Replies:** 8\ **Last updated:** [February 22, 2024, 3:53pm UTC](https://community.nomadgate.com/t/dont-use-bison-bank-to-purchase-property/62880 "2024-02-22T15:53:44Z")
So I just closed on an apartment in Lisbon today which is exciting, but it was a bit of a pain because of Bison. For those that don’t know, Bison is a bank that is relatively easy to work with for Americans and they off… --- ## [Would you consider withdrawing your GV application if your investement did extemely well?](https://community.nomadgate.com/t/would-you-consider-withdrawing-your-gv-application-if-your-investement-did-extemely-well/62731)
**Author:** [@layover\_guy](https://community.nomadgate.com/u/layover_guy)\ **Replies:** 6\ **Last updated:** [January 30, 2024, 10:37am UTC](https://community.nomadgate.com/t/would-you-consider-withdrawing-your-gv-application-if-your-investement-did-extemely-well/62731 "2024-01-30T10:37:52Z")
I am wondering if anyone is thinking in these terms. We applied in December 2021 in a fund (IMGA Acoes Portugal A) and it was 350k which is currently perhaps around 420k, i am wondering if it goes parabolic and lets say… --- ## [Millennium BCP is holding up my Golden Visa application--how can I resolve this issue?](https://community.nomadgate.com/t/millennium-bcp-is-holding-up-my-golden-visa-application-how-can-i-resolve-this-issue/61147)
**Author:** [@misterferguson](https://community.nomadgate.com/u/misterferguson)\ **Replies:** 39\ **Last updated:** [January 26, 2024, 5:14am UTC](https://community.nomadgate.com/t/millennium-bcp-is-holding-up-my-golden-visa-application-how-can-i-resolve-this-issue/61147 "2024-01-26T05:14:24Z")
Long story short: I am on a D7 visa, but am in the process of switching over to a GV via IMGA investment with Bison Bank. Originally, I had been planning to purchase commercial real estate and wired funds to my Millenni… --- ## [What are my next steps, now that we got the initial approval email?](https://community.nomadgate.com/t/what-are-my-next-steps-now-that-we-got-the-initial-approval-email/61208)
**Author:** [@layover\_guy](https://community.nomadgate.com/u/layover_guy)\ **Replies:** 0\ **Last updated:** [September 24, 2023, 4:41am UTC](https://community.nomadgate.com/t/what-are-my-next-steps-now-that-we-got-the-initial-approval-email/61208 "2023-09-24T04:41:46Z")
We applied for GV by investing in a IMGA Ações Portugal A Fund during last week of dec 2021. Couple of days ago my attorney forwarded this email for 3 of us Informamos que, em 18-09-2023, foi admitida a candidatura de … --- ## [Imga Ações Portugal R price not updating](https://community.nomadgate.com/t/imga-acoes-portugal-r-price-not-updating/61030)
**Author:** [@garrett](https://community.nomadgate.com/u/garrett)\ **Replies:** 11\ **Last updated:** [September 11, 2023, 12:58pm UTC](https://community.nomadgate.com/t/imga-acoes-portugal-r-price-not-updating/61030 "2023-09-11T12:58:39Z")
When I check the price of a share of the IMGA fund lots of us are in, it looks like it hasn’t updated since the 25th of august. 0P0001M3U0 Fund | Imga Ações Portugal R - Fundo De Investimento Aberto De Ações - Investing.… --- ## [GV holders/applicants using Investment Funds - raising a possible issue in the current draft law](https://community.nomadgate.com/t/gv-holders-applicants-using-investment-funds-raising-a-possible-issue-in-the-current-draft-law/59706)
**Author:** [@cj807](https://community.nomadgate.com/u/cj807)\ **Replies:** 31\ **Last updated:** [July 19, 2023, 9:18pm UTC](https://community.nomadgate.com/t/gv-holders-applicants-using-investment-funds-raising-a-possible-issue-in-the-current-draft-law/59706 "2023-07-19T21:18:27Z")
I’m addressing this to people who have invested in funds, e.g. IMGA or BPI Portugal but other non-venture capital funds too. I wanted to highlight a potential problem for us in the draft legislation going through parliam…