Step one, always
Register a Client
Registration protects your client under your company name for 90 days, exclusively between our firms. Register before sharing any programme or project material, so the protection applies from the first conversation.
What happens when you submit. Your client is registered under your company name, exclusively between our firms, for 90 days. Lincoln Global Partners will not initiate any contact with your client unless you specifically request it. You remain the main point of contact until the sale.
Prescreening
Client Qualification Criteria
Latin America residency, investor and passive income routes. Clients simply need to comply with their chosen programme's own minimums; what truly decides how smoothly a file moves is the entry visa.
1
Two routes in
- Investor: net worth meeting the programme's own minimum
- Rentista: documented passive income at the programme's threshold
- Income from dividends, rentals, interest or portfolios
- Many programmes are accessible at modest levels
2
Entry visas decide the file
- The residency is rarely the hard part; the entry visa is
- Toughest in Brazil, Argentina, Uruguay and Paraguay
- Visa free: UK, EU, US, Canada, LatAm, Singapore, UAE, Hong Kong
- Brazil now asks US, Canadian and Australian citizens for an e-visa
3
The third country visa route
- A valid US, Schengen or Canadian visa can waive entry requirements
- Dominican Republic is the most open jurisdiction
- Panama and Costa Rica offer it subject to conditions
- Tourist entry only, but it clears the hardest hurdle
4
Source of funds and compliance
- Lawful, documented origin of funds
- Received through reputable financial institutions
- Cash businesses with limited documentation
- Undocumented savings or unverifiable income
A prescreening guide, not a guarantee. Each programme's own rules ultimately govern, and we gladly review files that fall outside it. The full qualification guide is available from your LGP contact.
Sales material
Resource Library
Coming soon
Guides, quotes, calculators and presentations
Branded and whitelabel versions of our programme material, ready to share under your own name. In production now; your LGP contact can send current guides on request.
Book a free training for your team
A dedicated session on our programmes, qualification criteria and how the registration process protects your clients and your commissions.