Legal · Engagement

Terms of Service

The contract between you and BOCEAN IMMIGRATION PORTUGAL, LDA when you buy any service on the Reside in Portugal platform.

Last updated: 18 May 2026 · Effective immediately · Governed by Portuguese law
The 60-second summary You're hiring BOCEAN IMMIGRATION PORTUGAL, LDA — a Lisbon-based Portuguese consultancy — to handle a specific Portuguese-immigration, fiscal or company task on your behalf. Prices on the website are in USD and cover our professional fee only; State fees (IRN, AT, AIMA, consulates) are itemised and billed separately at cost. We don't promise that any visa will be granted — that decision belongs to the Portuguese authority — but we do promise to deliver our work with professional care and to refund the professional fee if a denial is caused by our error. You can cancel anytime; see the Refund Policy for what you get back at each stage. Portuguese law governs the contract; if you are an EU consumer you may sue and be sued only in your country of domicile.

1. Parties & definitions

These Terms of Service ("Terms") govern your use of the Reside in Portugal platform and any service you purchase through it. They form a binding agreement between you and the Provider Team described below.

The Provider Team

The Provider Team is composed of two parties acting jointly and severally for the delivery of your services:

(a) BOCEAN IMMIGRATION PORTUGAL, LDA, a Portuguese private limited company (sociedade por quotas) with:

BOCEAN is responsible for the operational, administrative, technological and commercial aspects of the engagement: platform operation, intake, document drafting and assembly, scheduling, communications with Portuguese authorities under power of attorney, invoicing and customer support.

(b) Ícaro Couto, a Portuguese lawyer admitted to the Ordem dos Advogados under licence number 67883F, in practice at the same Lisbon address as BOCEAN. Ícaro Couto is responsible for the strictly legal acts of the engagement: legal consultation, the issuance of legal opinions, the drafting and reviewing of legal documents, court representation and any other act reserved by the Estatuto da Ordem dos Advogados to enrolled lawyers.

For convenience, "we", "us", "Provider" and "Blue Ocean" refer to the Provider Team. Where a clause refers exclusively to one of the two parties (e.g. a tax invoice issued by BOCEAN, or a legal opinion signed by the lawyer), the clause says so explicitly.

Joint and several liability

BOCEAN and Ícaro Couto are jointly and severally liable to you for the delivery of the services described in your engagement letter, in proportion to the obligations attributed to each above. You may bring a claim against either of them, or both, for any breach of these Terms — subject to the limitation of liability in §15.

The Client

"You", "your" and "Client" refer to the natural person or legal entity purchasing one or more services through the platform. Where the Client is a legal entity, the individual signing the engagement letter warrants that they have authority to bind the entity.

Acceptance

You accept these Terms when, whichever comes first: (a) you complete checkout and pay for a service, (b) you sign the engagement letter (contrato de prestação de serviços), or (c) you create an account on the customer portal. Continued use of the platform after a change to these Terms means you accept the updated version (see §21).

Definitions (full glossary at §24)

2. Eligibility & account

3. Our services

The Provider Team delivers professional services in matters of Portuguese residency, immigration, fiscal representation, taxation and corporate incorporation. The catalogue of services available through the platform includes:

How responsibility is split inside the Provider Team

Each Service combines administrative work (performed by BOCEAN) and acts of legal consultation or representation (performed personally by Ícaro Couto as enrolled lawyer):

ActivityPerformed by
Platform operation, intake, document gathering, scheduling, communications, invoicingBOCEAN IMMIGRATION PORTUGAL, LDA
Legal consultation, written legal opinions, drafting and reviewing legal documents (procurações, declarações, contratos)Ícaro Couto, advogado (OA n.º 67883F)
Submission to AT, AIMA, IRN, Conservatórias under your power of attorneyÍcaro Couto in his capacity as your attorney-in-fact; BOCEAN as operational support
Court representation, formal opinions reserved by the Estatuto da Ordem dos AdvogadosÍcaro Couto only — never BOCEAN as such
Bookkeeping, tax filings, accounting after LDA incorporationAn independent Contabilista Certificado you contract directly (BOCEAN and Ícaro do not perform this)
Real-estate brokerage (housing search, rental negotiation)An AMI-licensed broker, contracted separately
Banking servicesThe partner bank — you become a client of the bank, not via us

What this means in practice

Why this structure Portuguese law reserves certain professional acts to advogados enrolled in the Ordem dos Advogados, including legal consultation and the drafting of legal opinions (Lei dos Atos Próprios dos Advogados e Solicitadores; Estatuto da Ordem dos Advogados). To deliver immigration services properly and within the law, we organise the Provider Team so that all reserved acts are performed by an enrolled lawyer (Ícaro Couto) while the operational layer is delivered by a regularly incorporated commercial company (BOCEAN). This protects you and us.

4. Service-specific terms

In addition to these Terms, each Service has its own scope, deliverable, exclusions and indicative timeline. The most material ones:

NIF Express ($59)

D7 / D8 visa filing ($890)

Portuguese LDA incorporation ($690 professional fee)

Golden Visa via Investment Funds ($5,990)

NHR / IFICI Registration ($890)

Family reunification (spouse $590 · child $390 per child)

Caixa Postal Digital ($49.99/month)

5. Engagement & intake

After you complete checkout, the flow is:

  1. Welcome email — a magic-link to your customer portal; valid for 30 minutes
  2. Profile information — you complete the intake form with the data needed for the Service (legal name, ID, address, family, source of funds where required by AML)
  3. Engagement letter — the contrato de prestação de serviços sent for electronic signature via esignatures.com; this seals the agreement and triggers the start of work
  4. Service-specific signatures — procurações and declarações fiscais are issued and signed in the same way; one Service may require 1–4 separate signatures
  5. Document checklist — you upload the supporting documents listed in your case file (ID, evidence of income, source of funds, etc.)
  6. Case opens — once we have the signed engagement letter and the minimum profile data, your consultant takes over and starts the file

If we do not receive the signed engagement letter within 14 days of checkout, we will email a reminder; if it remains unsigned after 30 days we may close the case and refund the professional fee under the Refund Policy.

6. Prices, payment & government fees

All prices displayed on the platform are in US Dollars (USD) and cover our professional fee only. Payment is processed by Stripe at checkout.

State fees are billed separately Portuguese government and notarial fees (e.g. IRN registration fees for LDA incorporation, AT fees, AIMA fees, consulate fees) are not included in our prices. We pay them on your behalf and pass them through at cost — disclosed upfront on the engagement letter and invoiced separately as a Stripe invoice once they have actually been paid to the State. If you cancel before we have disbursed a State fee, that amount is fully refundable (see Refund Policy §3).

Bundle discounts

Multi-service bundles receive an automatic discount that scales with the number of paid services in your bundle:

Number of paid servicesDiscount
26%
312%
418%
524%
6 or more30% (cap)

The applicable discount is calculated and shown to you at checkout before you pay. Subscriptions (e.g. Caixa Postal Digital) do not count towards bundle tiers.

Currency, conversion and invoicing

While we display and charge prices in USD, the corresponding fiscal invoice is issued in EUR (the legal currency for Portuguese tax purposes). The EUR amount on the invoice is converted from your USD charge at the Stripe-applied exchange rate on the invoice date. Portuguese VAT (IVA), where legally due, is calculated and shown on the EUR invoice regardless of your country of residence.

Cross-border card fees, dynamic-currency-conversion mark-ups and any foreign-exchange spread applied by your card issuer are not our charges and we cannot reimburse them.

Failed payments & chargebacks

If a payment fails or is refunded by Stripe at our request, we may pause work on your case until the payment is resolved. If you file an unjustified chargeback for a Service that has already been delivered, you remain liable for the underlying fee and we may seek recovery through Portuguese courts or our debt-collection partner. Justified disputes should always be raised with us at [email protected] first — we'd much rather solve the problem directly than via Stripe's chargeback flow.

7. Timelines & deliverables

We commit to start dates, to keeping you informed at every step, and to delivering our work with professional care. We do not commit to government approval dates — those depend on AT, AIMA, IRN and other authorities outside our control.

Service stepIndicative timeCounted from
NIF issuance by AT3–7 business daysReceipt of signed procuração
Bank account opening1–3 weeksNIF issuance + KYC documents complete
LDA incorporation (urgent)7–15 business daysFull documentation + State fees paid
LDA incorporation (standard)4–6 weeksFull documentation + State fees paid
D7 / D8 file submission2–4 weeksFull documentation received
D7 / D8 consulate decision60–90 days (typical)Consulate appointment
AIMA biometric appointmentHighly variable — currently 6 to 18 months in most districts due to the public backlog accumulated since 2023; we book at the earliest available slotApplication acceptance by AIMA
Residence-card delivery after biometrics30–90 days under normal AIMA operation; longer where AIMA is itself running behindAIMA biometric appointment
IFICI registration confirmation1–3 monthsSubmission to AT

If a stage exceeds the upper end of the indicative time without progress, we will reach out to you with the explanation, the next step and an updated timeline.

8. Your responsibilities

To deliver the Service, we need you to:

If you provide false or materially misleading information, fail to co-operate with KYC, or breach §13 (Acceptable use), we may suspend or terminate the engagement, retain fees corresponding to work already performed, and report to the competent authorities where Lei 83/2017 or other Portuguese law requires it.

9. Powers of attorney

Many Services require you to grant a power of attorney (procuração) authorising us to act on your behalf before Portuguese authorities. We follow strict scope discipline:

10. Subscriptions & auto-renewal

Some Services are recurring subscriptions. The main example is the Caixa Postal Digital — a Portuguese digital mailbox operated by third parties (ViaCTT / IRN) for which we provide a managed reseller / monitoring layer — billed at $49.99/month. For all recurring subscriptions:

11. Refunds & cancellations

See our full Refund Policy for the milestone-based grid and the EU 14-day-withdrawal carve-out. In summary:

12. Communications

We communicate with you in three channels, each with its own purpose:

By providing an email address, you consent to us using it for transactional and case-related communications under Art. 6(1)(b) GDPR (contract performance). Marketing emails are processed separately under Art. 6(1)(a) GDPR (consent).

13. Acceptable use

While using the platform, you agree not to:

Breach of this clause is a material breach of the Terms. We may suspend or terminate your account immediately, retain fees corresponding to work already performed, and (where the breach is criminal in nature) report to the competent authorities.

14. Intellectual property

Our IP

All content on resideportugal.com and the customer portal — text, design, code, logos, photos of our Lisbon office, illustrations, the configurator algorithm — is owned by Blue Ocean Immigration and protected by Portuguese and EU copyright law (Código do Direito de Autor e dos Direitos Conexos, Decree-Law n.º 63/85), trade-mark law and database-right law where applicable. The "Blue Ocean", "Reside in Portugal" and the wave-arc logo are used as trade names and trade-marks by BOCEAN IMMIGRATION PORTUGAL, LDA; we reserve all rights in them, including the right to seek formal trade-mark registration in the future.

You may not copy, modify, redistribute, resell, reverse-engineer, scrape or extract our content beyond the limited rights granted by Portuguese law for legitimate criticism, review or quotation (Art. 75º Código do Direito de Autor).

Your IP & data

You retain ownership of the personal data, documents and any other content you submit. You grant us a non-exclusive, world-wide, royalty-free licence to use them solely for delivering the Services you purchased and for our legal obligations under §11 (AML), §17 (Privacy) and applicable law.

Feedback

If you send us feedback, suggestions or ideas, you grant us a perpetual, royalty-free licence to use them without obligation to credit you or compensate you. We commit not to use feedback in a way that personally identifies you without your separate consent.

15. Limitation of liability

BOCEAN and Ícaro Couto are jointly and severally liable to you as set out in §1. Within that framework, and to the maximum extent permitted by Portuguese law and EU consumer-protection rules:

What this clause cannot exclude Nothing in these Terms excludes or limits our liability for: fraud or fraudulent misrepresentation; death or personal injury caused by our negligence; gross negligence or wilful misconduct (Art. 18 of Decree-Law n.º 446/85 declares clauses excluding such liability absolutely prohibited); ordinary negligence in performance of our contractual obligations to a consumer; or any other liability that cannot be excluded or restricted under Portuguese consumer-protection law (Lei n.º 24/96 as amended through Lei n.º 123/2023, Decree-Law n.º 84/2021 and the regime on standard-form contract terms in Decree-Law n.º 446/85).

Professional indemnity insurance

Ícaro Couto, as a lawyer enrolled with the Ordem dos Advogados, maintains the professional civil liability insurance required by the Bar Association regulations for the legal acts within his sphere of responsibility under §1. The current certificate is available on request to [email protected].

16. Disclaimers

We provide our Services with professional care and skill (Art. 762º Código Civil, dever de boa-fé). We do not, however, guarantee:

Information published on resideportugal.com (blog posts, guides, FAQs, calculators) is for general orientation only and does not constitute legal, tax or financial advice. For advice specific to your case, book a paid 30-minute consultation with our in-house Portuguese lawyer.

17. Privacy & data protection

Our processing of your personal data is governed by our Privacy Policy, which forms part of these Terms. By accepting these Terms you acknowledge that you have read the Privacy Policy and understand: (a) the categories of personal data we collect; (b) the legal bases on which we process them; (c) the parties with whom we share them; (d) your rights under the GDPR; and (e) the retention periods that apply.

If there is any conflict between these Terms and the Privacy Policy on a data-protection matter, the Privacy Policy prevails.

18. Force majeure

Neither party is liable for failure to perform any obligation (other than the obligation to pay sums already due) to the extent the failure is caused by events beyond reasonable control, including: acts of God, natural disasters, pandemic, war, terrorism, civil unrest, strikes affecting the Portuguese public services, cyber-attacks, prolonged outages of essential third-party services (Stripe, GCP, esignatures.com), changes in Portuguese law that make performance illegal, or government action that suspends the relevant Portuguese authority. The affected party will notify the other promptly and use reasonable efforts to resume performance.

If a force-majeure event continues for more than 90 days, either party may terminate the affected Service with a pro-rata refund under the Refund Policy.

19. Assignment & succession

20. Severability & entire agreement

If any clause of these Terms is held by a competent court to be invalid, unlawful or unenforceable, that clause is severed and the remainder of the Terms continue in full force. Where possible, the severed clause is replaced by a clause that, lawfully, comes closest to the original commercial intent.

These Terms, together with the Privacy Policy, the Refund Policy, the engagement letter and any service-specific procuração, constitute the entire agreement between you and Blue Ocean. They supersede all prior representations, agreements and understandings, whether written or oral. No oral or e-mail statement modifies these Terms unless reduced to a signed amendment.

21. Changes to these Terms

We may amend these Terms from time to time. For material changes — those that affect your rights, obligations, fees or the Service scope — we will notify you by email at least 30 days before they take effect. If you do not agree, you may cancel the engagement under the Refund Policy before the change takes effect; continued use after the effective date constitutes acceptance.

For editorial changes (typos, clarifications, updated cross-references), the new version takes effect immediately and is listed in the change log below.

Change log

22. Governing law & jurisdiction

These Terms are governed by Portuguese law, without regard to its conflict-of-laws rules. The Vienna Convention on the International Sale of Goods does not apply.

Disputes will be submitted to the courts of the judicial district of Lisbon, except where you are a consumer domiciled in another EU Member State — in that case, Article 18 of Regulation (EU) No 1215/2012 (Brussels I-bis) applies: you may bring proceedings either in Lisbon or in your country of domicile, and you may be sued by us only in your country of domicile.

Alternative dispute resolution

23. Contact

BOCEAN IMMIGRATION PORTUGAL, LDA Email (general): [email protected]
Email (data protection): [email protected]
Email (security): [email protected]
Phone (business hours, Lisbon time): +351 21 824 7167
Postal: Avenida da Liberdade, n.º 67B, 3.º B, 1250-140 Lisboa, Portugal
NIPC: 519 043 731

For legal notices (e.g. service of process, formal claims, statutory notifications), use the postal address with proof of receipt. For any other matter, email is sufficient.

24. Glossary of terms

AIMA
Agência para a Integração, Migrações e Asilo — the Portuguese immigration authority (successor to SEF).
AML / KYC
Anti-Money Laundering / Know-Your-Customer — the legal obligation to verify clients and the source of funds before providing services that can be misused for financial crime. Governed in Portugal by Lei n.º 83/2017.
AT
Autoridade Tributária e Aduaneira — the Portuguese tax authority.
Brussels I-bis
Regulation (EU) No 1215/2012 on jurisdiction and the recognition and enforcement of judgments in civil and commercial matters. Article 18 protects EU-domiciled consumers in cross-border contracts.
CC
Contabilista Certificado — a Portuguese certified accountant (formerly TOC). Required for ongoing bookkeeping of a Portuguese company.
D7 / D8 / D2 / Golden Visa
The main residence-by-investment / residence-by-income / entrepreneur / family routes to Portuguese residency. Eligibility criteria evolve; we always work with the rules in force at the time your file is submitted.
Engagement letter
The signed contract that initiates work on a Service (in Portuguese, contrato de prestação de serviços).
IFICI / NHR
The successor (IFICI) and former (NHR) Portuguese tax-incentive regimes for high-skilled professionals and qualifying activities, taxing covered income at a flat 20% rate for up to 10 years.
IRN
Instituto dos Registos e do Notariado — the Portuguese registries and notarial institute. Runs the commercial registry and the Caixa Postal Digital.
LDA
Sociedade por Quotas Limitada — a Portuguese private limited company, the most common vehicle for SME incorporation.
NIF / NIPC
NIF = Portuguese taxpayer number for individuals. NIPC = Portuguese taxpayer number for companies.
Ordem dos Advogados
The Portuguese Bar Association. Acts reserved by its statute (court representation, formal legal opinions) can only be performed by enrolled lawyers — when needed on your case, you contract one directly under §3.
Procuração
A Portuguese power of attorney granting a defined scope of authority to act before a Portuguese authority or bank. See §9.
Professional fee vs State fee
Professional fee = what you pay us for our work (displayed on the platform in USD). State fee = government / notarial fees paid to Portuguese authorities (always passed through at cost, billed separately).
RCBE
Registo Central do Beneficiário Efetivo — the Portuguese beneficial-owner registry. LDAs must declare their beneficial owners here within 30 days of incorporation.
SCC / DPF
SCCs = Standard Contractual Clauses (Implementing Decision 2021/914) for transferring personal data outside the EEA. DPF = EU–US Data Privacy Framework.