Fund Redemption Terms

This segment from Don’t Get Burned: The Golden Visa Risk Master Class examines how CMVM-regulated Fund documents describe investor liquidity rights in select Golden Visa qualifying Funds in Portugal.

While focusing on Fund performance and access to residency rights is important, it is critical to also focus on liquidity.

In this video, you'll see how Portuguese Fund management regulations describe redemption, suspension, liquidation, and investor protections using real, anonymized samples analyzed by a cross-border tax and investment professional.

You'll learn to:

Identify when and how investors can request redemption
Analyze what rights you'll be granted as a Fund participant
Understand suspension triggers and notice windows
Read liquidation timelines and distribution waterfalls

For informational and educational purposes only.

Country of residency, if not a U.S. taxpayer

**For regulatory purposes, our content is exclusive to U.S. taxpayers and oriented to accredited investors.

Get access now

This segment from Don’t Get Burned: The Golden Visa Risk Master Class examines how CMVM-regulated

Fund documents describe investor liquidity rights in select Golden Visa qualifying Funds in Portugal.

While focusing on Fund performance and access to residency rights is important, it is critical to also focus on liquidity.

Identify when and how investors can request redemption
Analyze what rights you'll be granted as a Fund participant
Understand suspension triggers and notice windows
Read liquidation timelines and distribution waterfalls

For informational and educational purposes only.

First Name

Last Name

Country of residency, if not a U.S. taxpayer

**For regulatory purposes, our content is exclusive to U.S. taxpayers and oriented to accredited investors.

Get access now

Disclaimer

This educational content summarizes the structure of CMVM-approved Fund documentation and does not represent any specific investment product. It is not an offer or solicitation to buy or sell securities or provide investment advice. This content is for general, educational purposes only and is not intended to be, and should not be construed as, legal, tax, accounting, securities, or investment advice. It does not constitute a recommendation or a solicitation of any kind.

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Why learn from me?

Hi, I’m Amy Short.

I’m a FINRA-registered investment professional and a Portugal Golden Visa advisor who has guided U.S. clients through complex offshore residency programs. I am also an immigrant to Portugal who was recently naturalized as a Portuguese Citizen. I hold dual U.S. & Portugal citizenship.

I am a regulated person in the U.S. I adhere to Regulation Best Interest and have a duty to care. I work for YOU, not for Funds.

Too many U.S. investors are being advised by offshore consultants, Fund sponsors, and well-meaning foreign lawyers who do not understand the U.S. tax code and are known to give advice that could cause irreversible harm for U.S. investors. Let's not do that.

Why accept advice from someone offshore when you can learn your way around from a fellow U.S. taxpayer whose work is supervised by a regulated broker-dealer firm?

Understand the market
Uncover your own investment thesis
Conquer jargon for clear understanding of terms and conditions
Reframe your future
Distinguish between moving abroad and moving assets abroad

Identify your priorities
Set a foundation for empowered exploration
Pursue aligned opportunities
Establish clarity, ease, and impact
Evaluate best fits for your own life

That's me at the Embassy of Portugal in Washington, DC in July 2025 where I activated my Portugal Citizen Card after being approved for citizenship in April; two years after I applied. I did it! :-)

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