Is this service right for you?
This option might suit you if you are collaborating with a licensed immigration professional on an investment-based program and require guidance on holding and managing qualifying assets.
Investor visa portfolio guidance.
Certain countries provide pathways to residence or citizenship through investment. Should you pursue this path, we can talk about how your portfolio aligns with your broader financial strategy after you have consulted with an independent immigration expert.
How we can support you
Where offered, our assistance centers strictly on the financial and investment aspects of your transition.
- Reviewing your goals, investment timeline, and risk tolerance.
- Outlining the specific investment services Benpat Bank can offer.
- Generating detailed portfolio reports and statements for your personal records.
- Working alongside your legal and tax advisers upon your instruction.
Your bank, whenever you need it.
Sign in to check balances, review activity, make payments and stay on top of your money at a time that suits you.