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Investment Migration Starter Checklist

Free

A free pre-engagement checklist before you hire an agent or commit funds.

  • ✓ Programme eligibility and document checklists for main applicants and dependants
  • ✓ An authorised-agent verification routine with the official government lists
  • ✓ A source-of-funds audit-trail checklist and programme-specific watch items
  • ✓ A red-flag review and a final decision gate
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Agent Evaluation Workbook

49 USD

A structured framework to compare authorised agents on evidence, not marketing.

  • ✓ An authorisation verification worksheet tied to the official government lists
  • ✓ A weighted scoring matrix for fees, track record, communication and conflicts
  • ✓ Twenty interview questions with the answers a good agent gives
  • ✓ Contract, fee-schedule and reference-check templates
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Investment Migration Complete Kit

97 USD

The starter checklist and the agent workbook in one bundle.

  • ✓ The full Investment Migration Starter Checklist (free on its own)
  • ✓ The full Agent Evaluation Workbook ($49 on its own)
  • ✓ A document preparation tracker template
  • ✓ A timeline planner template covering government and pre-submission steps
  • ✓ A dependant eligibility matrix for the programmes covered in the guides
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The investment migration briefing

Programme changes, authorised-agent updates and guide highlights.

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