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Emerald - STAG Onboarding
Diana Matos
Created on March 15, 2024
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Transcript
STAG ONBOARDING
6.
Capital Payment
Personal Documents
3.
4.
KYC Video Call
1.
Subscription Fee
7.
Declaration
5.
ClientApproval
STAG FORMS
2.
Subscription fee is: - Category A: €2.500 - Category B: 1.5% of the capital subscribed
1.
Subscription Fee
Bank details for transfer
Please note that is important that you contact an attorney in Portugal to help you get the NIF and the Portuguese Bank account.
Provide main page of your passport with signature, your phone number and confirmation of the amount you are going to invest
(Two Pages)
(One Page)
2.
We will send the DocuSign with STAG documents
STAG FORMS
Important note
3.
Personal Documents
Certified copy of the Passport
Certified copy of Utility Bill
Next 1/3
CV
3.
LinkedIn Page
LinkedIn PDF
C.V.
Personal Documents
Tax Identification Number
Of your Country Residence
Brazil
Turkey
China
US
U.K.
Portuguese Tax Identification
Portuguese Bank Account
Next 2/3
Bank Statement
3.
Bank Letter
Bank Extract
Personal Documents
Source of Wealth
China
Turkey
US
Brazil
U.K.
Proof of Profession
Salary Slip
Employer Letter
3/3
After we received all the mentioned documentation we will schedule a Video Call with you
NEXT STEPS
We will approve you
You transfer the Capital Payment
We receive the transfer and send you the Declaration
Bank Details
• Beneficiary: STAG Fund Management, SCR, S.A • Bank: Banco Millennium BCP, Banco Comercial Português, S.A. • IBAN: PT50-0033-0000-45607897762-05 • BIC/SWIFT: BCOMPTPL