Sales Tools

Client Eligibility Tool

Answer a few questions about the client and see which programmes are worth discussing, along with any restrictions or concerns to raise first.

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Client details

What does the client want?

Family to include

2 people in the application

Background

Suggested programmes

Dominica

CBI

From USD 200,000 to the Economic Diversification Fund. Typically 48 months.

  • Entry investment of about USD 200,000 sits inside the stated budget.
  • Matches the client's goals: citizenship.
  • Typically completes in 4–8 months.
  • No residency requirement.
  • An interview is required for applicants aged 16 and over.

Dependants: Spouse, children, parents and grandparents 65+, and siblings.

Egypt

CBI

From USD 250,000 as a non-refundable contribution. Typically 69 months.

  • Entry investment of about USD 250,000 sits inside the stated budget.
  • Matches the client's goals: citizenship.
  • Typically completes in 6–9 months.
  • No residency requirement.

Dependants: Spouse and dependent children.

Grenada

CBI

From USD 235,000 to the National Transformation Fund. Typically 48 months.

  • Entry investment of about USD 235,000 sits inside the stated budget.
  • Matches the client's goals: citizenship.
  • Typically completes in 4–8 months.
  • No residency requirement.
  • An interview is required for applicants aged 16 and over.

Dependants: Spouse, children, parents 55+ and single siblings 18+.

Saint Lucia

CBI

From USD 240,000 to the National Economic Fund. Typically 48 months.

  • Entry investment of about USD 240,000 sits inside the stated budget.
  • Matches the client's goals: citizenship.
  • Typically completes in 4–8 months.
  • No residency requirement.
  • An interview is required for applicants aged 16 and over.

Dependants: Spouse, children up to 30 if supported, parents and siblings.

St. Kitts and Nevis

CBI

From USD 250,000 to the Sustainable Island State Contribution. Typically 48 months.

  • Entry investment of about USD 250,000 sits inside the stated budget.
  • Matches the client's goals: citizenship.
  • Typically completes in 4–8 months.
  • No residency requirement.
  • An interview is required for applicants aged 16 and over.

Dependants: Spouse, children up to 25 in education, parents 55+ and siblings.

Flagged for these answers

Switzerland
  • Must keep a home and live in Switzerland. The client does not want to relocate.
Türkiye
  • Budget is below the entry investment of about USD 400,000.
UAE
  • Budget is below the entry investment of about USD 545,000.
Portugal
  • Budget is below the entry investment of about USD 550,000.
Monaco
  • Budget is below the entry investment of about USD 550,000.
  • Three months a year and a home in Monaco. The client does not want to relocate.
Singapore
  • Budget is below the entry investment of about USD 7,500,000.
  • Must reside in Singapore more than half the time. The client does not want to relocate.
USA
  • Budget is below the entry investment of about USD 800,000.
  • At least 183 days a year to keep the green card. The client does not want to relocate.

This is an indicative screening tool based on the 2026 programme guides. Restricted nationality lists and due diligence outcomes change; every case must be confirmed with the compliance team before anything is promised to a client.