
✔️ Direct referral to banks
Ease and Personalized Service Opening a bank account or any financial transaction in Portugal can sometimes be a challenge, especially for immigrants who are not familiar with local banking processes and requirements. At AAEIF, we offer a direct referral service with banks , where we help connect our members with banks in a simple, fast and efficient way .
What it includes:
1. Initial Orientation:
- Personalized consultancy to understand your financial needs, such as the most suitable type of bank account (current account, savings account, business account, etc.).
- Choosing a bank : We help you choose the bank that best suits your profile, taking into account fees, services, and facilities for immigrants.
- Explanation of the documents required to open an account and other banking services, ensuring that you have everything on hand to speed up the process.
2. Scheduling an Appointment:
- We schedule a personalized and direct service with a representative from the chosen bank, so that you don't have to face long lines or waste time on unnecessary processes.
- If the service you need is in a foreign language , we help ensure that communication is clear and efficient, offering translation support when necessary.
3. Support in Completing Documents:
- Request the completion of forms and organization of documents necessary for opening a bank account or other financial transactions, such as applying for a credit card , loans , financing , among others.
4. Process Monitoring:
- We monitor the entire banking process until completion, ensuring that everything goes as expected. If there are any pending issues or complications, we are available to help resolve them .
- Managing expectations : We keep you informed about completion deadlines and any additional requirements that may arise during the process.
5. Support for Various Banking Issues:
- In addition to opening accounts, we also offer direct referrals for resolving other banking issues , such as applying for credit , personal or business loans , resolving problems with existing accounts , or issues related to bank fees .
Service Benefits:
- Simplified process: The service makes it easier to interact with banks, ensuring that you don't waste time with bureaucracy and complicated processes.
- Fast and personalized service: With our service, you will receive direct and efficient service , without having to wait in long lines.
- Easier access to banking accounts and services: Our help speeds up the process of opening accounts and accessing essential banking services, such as credit cards or loans .
- Specialized consultancy: You will have access to specialized advice , helping you choose the bank and services that best suit your needs.
Who can benefit from this service?
- Immigrants who need to open a bank account in Portugal and do not know where to start, or face difficulties with the documentation or process.
- People who require quick and efficient service at banks, but do not want to waste time or face complications.
- Entrepreneurs and business owners who need support to open business bank accounts or apply for services such as business loans .
- Anyone who wants easy and fast access to banking services and targeted service that understands the reality of immigrants.
Why choose this service?
- Ease and convenience: AAEIF makes the banking process faster and more hassle-free , avoiding common mistakes and streamlining each step of the process.
- Access to exclusive conditions: With our support, you have access to preferential conditions and exclusive services offered by partner banks.
- Continuous monitoring: Guarantees that you will receive all the necessary support during the process, avoiding surprises or complications.
This service provides simplified and direct access to banks , with a more efficient and personalized process , ideal for immigrants and people who wish to carry out banking transactions more easily in Portugal.