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Emerald - STAG Onboarding

Diana Matos

Created on March 15, 2024

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Transcript

STAG ONBOARDING

Subscription Fee

3.

ClientApproval

5.

KYC Video Call

4.

Personal Documents

Declaration

2.

Capital Payment

STAG FORMS

7.

1.

6.

Please note that is important that you contact an attorney in Portugal to help you get the NIF and the Portuguese Bank account.

Subscription Fee

1.

Bank details for transfer

Subscription fee is: - Category A: €2.500 - Category B: 1.5% of the capital subscribed

2.

STAG FORMS

(Two Pages)

(One Page)

Provide main page of your passport with signature, your phone number and confirmation of the amount you are going to invest

We will send the DocuSign with STAG documents

3.

Personal Documents

Important note

Next 1/3

Certified copy of Utility Bill

Certified copy of the Passport

3.

Personal Documents

Brazil

U.K.

Turkey

Next 2/3

Portuguese Bank Account

Portuguese Tax Identification

China

Of your Country Residence

LinkedIn Page

US

LinkedIn PDF

C.V.

Tax Identification Number

CV

3.

Personal Documents

U.K.

Employer Letter

Salary Slip

Proof of Profession

Brazil

Turkey

China

US

Source of Wealth

Bank Letter

Bank Extract

3/3

Bank Statement

We receive the transfer and send you the Declaration

You transfer the Capital Payment

We will approve you

After we received all the mentioned documentation we will schedule a Video Call with you

NEXT STEPS

• 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

Bank Details