D7 Overview

Due Diligence, Pre-Application and Post Approval Support, and Everything in Between

We merge our deep expertise and experience with a fresh perspective for each new client’s circumstances, allowing us to uncover and deliver the most effective solutions to achieve a successful immigration and relocation outcome. In a country with ever-evolving laws and processes, the best solutions during quick change are rarely the most obvious—they require fresh thinking, adaptability, and a willingness to look beyond the familiar. 

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Due Diligence
Leading with Honesty...

At Waypoint, our starting point with clients is always a consultation call. Why is this so important? We have seen hundreds of different scenarios – there is no one-size-fits-all approach to immigration and relocation. However, during the consultation, we can determine the strength of the application by assessing three main parts of the application that matter most: Finances, Criminal Report, and Housing. We can also assess your timelines and any special circumstances to be factored into your move to make is seamless and convenient for you. 
Tax Exposure
And the Correct Advice

Our next step with clients is a mandatory tax consultation. In the past two years, the favourable tax benefits for foreigners have been eliminated, and the new regime is much more tedious and difficult to obtain. Its application also excludes those with passive income and those who are retired. It is crucial to understand your tax exposure upon relocating to Portugal and becoming a tax resident. This should always happen before starting any process so that you are comfortable moving forward. 

Service Details

Comprehensive Packages

PRE-SUBMISSION
Application Preparation

POST-VISA APPROVAL
Follow Up Service

  • Utilities

    Explanation and comparison of the costs of utility companies, the setup of contracts and online accounts. This includes managing your AIMA proof of address correctly

  • NISS

    Registration of a Social Security number and online access

  • SNS

    Registration of public health number and online access

  • Fiscal Address Update

    Communication with the Portuguese IRS to formally update your fiscal address to your Portuguese address

  • Registration of Tax Benefits

    If you are eligible for tax benefits through one of the government programs, we will formally register you

  • Insurance Guidance

    Walk you through options for home/renter’s insurance in your new place

BIOMETRIC APPOINTMENT
Final Wrap-Up

  • Final AIMA Appointment

    Preparation of all paperwork, including additional requirements at this stage

  • Legal Representative

    Our lawyer appears with you in person on your behalf. No miscommunication, no mistakes

  • Appeals

    For any reason should an appeal need to be made, our legal team with submit on your behalf

  • Wrap Up

    Confirmation of receipt of the residency card and delivery of your full folder of documents and data for convenient future use. Includes all our guides to Portugal and tutorials on sites like “Portal das Financas”

  • Dedicated Support Throughout

    Unlimited chat, email, and calls with your dedicated project manager throughout our services

  • Access to Exclusive Follow-Up Services

    Use our handy teams for furniture orders, delivery, assembly, and other fix-it work around your new home

Housing Assistance

Optional Supplement

  • Location Guidance

    Breakdown of cities and neighborhoods, and finding what fits your needs best. We will manage expectations about Portuguese real estate and major differences from other countries, and define search parameters.

  • Perform Search, Bookings, and Visits

    We provide you with an in-depth search of property options to confirm that we will call and book, and perform visits, either remotely by video or next to you in person. We bring along our handy checklist of common items to be confirmed and keep the search organized for you while communicating with all agents on your behalf.

  • Negotiations and Formal Offer

    We help to assess room for negotiation of price, but also the combination of up-front rents and deposits. We put forth all offers formally in writing.

  • Contracts, Payments, and AIMA

    We then review the proposed contract for anything fishy and make recommendations to you for revisions, along with explaining all rental laws and differences in rental culture from your home country. We also translate the contract if necessary. Lastly, we help to coordinate the signing, organize the payments, and confirm all is compliant for AIMA approval.

HOUSING ASSISTANCE
Optional Supplement

  • Location Guidance

    Breakdown of cities and neighborhoods, and finding what fits your needs best. We will manage expectations about Portuguese real estate and major differences from other countries, and define search parameters.

  • Perform Search, Bookings, and Visits

    We provide you with an in-depth search of property options to confirm that we will call and book, and perform visits, either remotely by video or next to you in person. We bring along our handy checklist of common items to be confirmed and keep the search organized for you while communicating with all agents on your behalf.

  • Negotiations and Formal Offer

    We help to assess room for negotiation of price, but also the combination of up-front rents and deposits. We put forth all offers formally in writing.

  • Contracts, Payments, and AIMA

    We then review the proposed contract for anything fishy and make recommendations to you for revisions, along with explaining all rental laws and differences in rental culture from your home country. We also translate the contract if necessary. Lastly, we help to coordinate the signing, organize the payments, and confirm all is compliant for AIMA approval.

What Does the Ideal Timeline Look Like?

We are together during 7 – 10 months, to see the entire process through.

1 - 2 monthsAdmin + Legal

Pre - Application

This is 90% of our service package, as the majority of the work is done at this phase in preparation for the initial application. Once we have the appointment secured, we have our deadline to work towards and ensure all paperwork validity fits within this timeline. 

1 - 2 monthsResponse from Consulate

Processing

Once your applications are accepted by VFS and/or the consulate, they will be analyzed by AIMA for approval. Upon approval, you are granted a 4-month temporary visa. You are expected to enter Portugal at least once during this period, and it is recommended either directly or as a first point of entry to the EU/Schengen area to register your first entry to Portugal as a visa holder.

3 - 4 monthsVisa Issuance to Final AIMA Appointment

Post-Visa Phase

Once you have received your visa approval email from the Consulate, you will also receive an appointment for your final AIMA biometric appointment in Portugal. This date can fall anywhere between 1 - 4 months from the issue date of your temporary visa. You will only need to send your passports by courier domestically, and should allow up to 1 week for their return for the entry of the visas by the consulate.

Up to 60 daysReception of ID Card

Residency Card

Upon attending your final AIMA biometric appointment with a successful outcome, you will receive temporary evidence of this on a printed form to carry with you. Your final photo residency ID card can then take up to 60 days to be delivered to you and is currently issued for 2 years at a time. 

What Does the Ideal Timeline Look Like?​

We are together during 7 – 10 months, to see the entire process through.

  • Pre - Application

    This is 90% of our service package, as the majority of the work is done at this phase in preparation for the initial application. Once we have the appointment secured, we have our deadline to work towards and ensure all paperwork validity fits within this timeline.
    ⇒ 1 – 2 monts | Admin + Legal

  • Processing

    Once your applications are accepted by VFS and/or the consulate. they will be analyzed by AIMA for approval. Upon approval, you are granted a 4-month temporary visa. You are expected to enter Portugal at least once during this period, and it| is recommended either directly or as a first point of entry to the EU/Schengen area to register your first entry to Portugal as a visa holder.
    ⇒ 1 – 2 monts | Response from Consulate

  • Post-Visa Phase

    Once you have received your visa approval email from the Consulate, you will also receive an appointment for your final AIMA biometric appointment in Portugal. This date can fall anywhere between 1 - 4 months from the issue date of your temporary visa. You will only need to send your passports by courier domestically. and should allow up to 1 week for their return for the entry of the visas by the consulate.
    ⇒ 3 – 4 monts | Visa Issuance to Final AIMA Appointment

  • Residency Card

    Upon attending your final AIMA biometric appointment with a successful outcome, you will receive temporary evidence of this on a printed form to carry with you. Your final photo residency ID card can then take up to 60 days to be delivered to you and is currently issued for 2 years at a time.
    Up to 60 days | Reception of ID card |

Common FAQs

Most Common Questions:

How are the D7 and D8 visa different?

The D7 is for passive income, all income derived from pensions, royalties, dividends, capital gains, rental income, etc., not from employment. The D8 is for those who are actively working with a work contract, registered self-employment, or who own their own company. If you have any form of employment, it will always trump the D7 visa as the type of visa you should apply for. 

The financial requirements for Portugal’s D7 visa revolve around demonstrating consistent passive income, not employment. Specifically, applicants must show a regular, stable, and legally sourced passive income of €1,500 per month and have €12,000 available in a Portuguese bank account.  Yes, others will tell you that the official value per month is €870 or €10,440 annually, but at this time, no one can survive on these values in Portugal. Therefore, the immigration authority will not see your application as safe, or without the possibility of needed financial assistance while in Portugal. This is why we have different minimal values. 

Additional values for spouse and children are as follows: 50% of the above individual value, and 30% of the value above for each child/dependent. Example: Family of 4 total €3,150 per month, and €30,000 available in a Portuguese bank account. 

Yes. You must submit at the time of the first application and the final AIMA appointment, evidence as required by AIMA* of a 12+ month rental contract or a CPCV (Promissory Note) for purchase of a home. You cannot submit a letter from a friend, Airbnb short-term rental, hotel booking, etc. 

It does not entirely rule you out for immigration. It depends on the nature and seriousness of the crime and can be evaluated by our legal team during a consultation. 

Our payment terms are simple: 50% deposit to begin services and 50% final payment upon the visa decision by the consulate. We do offer access to Klarna for those who prefer to break payments down further. 

Pricing

*Please note that if we can invoice a non-Portuguese company (LLC, etc.), the VAT is exempted. The VAT rate in Portugal is 23%. Payment terms are 50% deposit to begin services. We offer Klarna for those who want to make further payments. 

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