Banking for Investment Migration Applicants: How to Avoid Compliance Dead Ends


Last updated: 2025-08-23 Source: WealthShield Author: Shield
intro:Practical banking steps before, during, and after CBI/RBI applications to keep funds flowing. Escrows government fees. Proof of Funds: preparing statements for due diligence agents and banks. Jurisdiction Mismatch: residence vs. banking country; tax

Practical banking steps before, during, and after CBI/RBI applications to keep funds flowing.

  • Escrows & Program Payments: program-approved accounts; government fees.
  • Proof of Funds: preparing statements for due diligence agents and banks.
  • Jurisdiction Mismatch: residence vs. banking country; tax reporting.
  • After Approval: migrating primary banking, card issuance, family add-ons.
  • Case Studies: donation route vs. real estate route flows. FAQ:
  • Can I use crypto proceeds? Possible with robust provenance and liquidation records.
  • Are program dues refundable? Terms vary; read the engagement letters. Editor’s Note: Sync your banker and migration advisor early. Tags: CBI, RBI, Escrow, Due Diligence
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