Emerald - STAG Onboarding
Diana Matos
Created on March 15, 2024
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Transcript
STAGONBOARDING
6.
1.
7.
STAG FORMS
Capital Payment
2.
Declaration
Personal Documents
4.
KYC Video Call
5.
ClientApproval
3.
Subscription Fee
STAG will contact you to schedule the KYC Video Call
After completing the previous steps STAG will contact you for approval.
You transfer the Capital Payment
We receive the transfer and send you the Declaration
Subscription fee is:- Category A: €2.500 - Category B: 1.5% of the capital subscribed
Bank details for transfer
1.
Subscription Fee
Please note that is important that you contact an attorney in Portugal to help you get the NIF and the Portuguese Bank account.
We will send the DocuSign with STAG documents
Provide main page of your passport with signature, your phone number and confirmation of the amount you are going to invest
(One Page)
(Two Pages)
STAG FORMS
2.
Certified copy of the Passport
Certified original sent to the STAG Office - photo clear and signature page is visible
Certified copy of Utility Bill
Certified original sent to the STAG Office - proof of address dated no more than three months old
Next 1/3
Important note
Please note that the hard copies needs to be corrier (by DHL or Ups) to our office (STAG Fund Management - Rua Serpa Pinto 14A 1º andar, 1200-445 Lisboa, Portugal).
Personal Documents
3.
- Ask to certify the documents - Send us the scan - After our confirmation send us the hard copies corrier to our office: STAG Fund Management - Rua Serpa Pinto 14A 1º andar, 1200-445 Lisboa, Portugal
CV
Tax Identification Number
C.V.
LinkedIn PDF
US
LinkedIn Page
Of your Country Residence
China
Portuguese Tax Identification
Please provide your Portuguese Tax Identification (NIF) document.
Portuguese Bank Account
We require details of your Portuguese bank account, together with information of your bank manager's name and bank branch address
Next 2/3
Turkey
U.K.
Brazil
Personal Documents
3.
Bank Statement
Bank letter or bank statement attesting the amount equal or above the investment
3/3
Bank Extract
Bank Letter
Source of Wealth
Examples: salary slip; a letter from client’s employer detailing position and annual salary; recent tax return; pension; self-employment; property sale
US
China
Turkey
Brazil
Proof of Profession
Salary slip may also be provided
Salary Slip
Employer Letter
U.K.
Personal Documents
3.
NEXT STEPS
After we received all the mentioned documentation we will schedule a Video Call with you
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