Emerald - STAG Onboarding

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

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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

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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