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Public standard · Version 1.1

A shortlist is not a decision.

Every material Civita recommendation must identify the claimed status, publish reviewed entry cash, separate longer-term scenarios from facts, expose the downside, compare credible alternatives, disclose financial interests and preserve unresolved questions.

The independence rule

The answer cannot change our compensation.

Civita is paid only by the client. We do not accept commissions, referral fees, introduction fees, placement payments, marketing allowances, rebates, revenue shares or success fees from a government, developer, fund, project, licensed agent or provider.

A negative conclusion is a valid paid outcome. If another professional or provider has an implementation or product interest, that interest belongs in the decision record before the recommendation is relied upon.

Ten mandatory questions

What every recommendation must prove.

01

Exact status

What residence, permanent-residence, citizenship or other legal status is actually obtained, separate from the document evidencing it?

02

Client fit

Does the route fit the confirmed objective, family, nationality, budget, timeline, presence tolerance and risk preference?

03

Cost horizon

What is required at entry, what is spent, which continuing costs are in scope and which assumptions drive any longer-term scenario?

04

Recovery and exit

What capital may be recovered, when, through which mechanism, with what liquidity, market, tax and transaction risks?

05

Failure conditions

Which eligibility, policy, source-of-funds, family, timing, investment or implementation issue could break the plan?

06

Alternatives

Which credible routes, the current position and any suitable non-investment pathway were compared?

07

Open questions

What remains unresolved, what evidence is missing and could that uncertainty block the recommendation?

08

Professional ownership

Which conclusions belong to licensed immigration, legal, tax, securities, investment or other professionals?

09

Compensation

Who is paid if the client proceeds, by whom and could that interest influence a recommendation?

10

Decision classification

Which one of the six permitted outcomes below controls the recommendation?

Six permitted outcomes

Every report ends with a decision, not a sales funnel.

One classification controls the recommendation. Conditions, blockers, evidence and the next review trigger remain visible beneath it.

01

Proceed to licensed diligence

The route appears compatible at the advisory stage; the required transaction-specific legal, tax, immigration, securities, investment and other professional gates are identified for resolution before commitment.

02

Proceed after licensed review

The route appears to fit, but a named legal, tax, immigration, securities, investment or other licensed conclusion must be resolved first.

03

Wait

An identified policy event, evidence gap, family event, liquidity event or timing constraint makes commitment premature.

04

Use a non-investment route

Employment, family, ancestry, talent, retirement or another ordinary pathway may meet the objective more appropriately.

05

Maintain the current position

The client's existing citizenship, residence, mobility, tax or investment position already serves the objective better.

06

Do not proceed

No reviewed route fits, the downside is disproportionate, a material gate is blocked or the evidence is insufficient.

Evidence states

Uncertainty stays visible.

A source link is not enough. Every material claim carries an evidence state, a review date and the limits of what the source establishes.

Verified

Current primary authority directly supports the narrow claim.

Verified with limit

Authority supports the claim subject to a stated exception or unresolved implementation issue.

Open material question

The answer is not established or requires licensed interpretation; it remains visible and may block the decision.

Superseded

A newer controlling source or factual development replaced the record; it cannot support a current recommendation.

The cost standard

Start with entry cash. Add time-horizon scenarios only when supportable.

Every recommendation separates qualifying capital, non-refundable spend, government and diligence charges, and stated professional assumptions. Where a five-year view is within scope, carrying costs, renewals, exit costs and possible recovery are shown as explicit scenarios, never as guaranteed outcomes.

See the public cost methodology

The audit trail

The reasoning must be reproducible.

Each final recommendation must retain the confirmed brief, alternatives, cost assumptions, gates, evidence, professional questions and conflicts in the report itself. A later change must identify what evidence changed and why the conclusion moved.

Read how facts are verified and corrected

Applied, not aspirational

Judge the report against the standard.

The Program-Fit Report applies this structure before expensive counsel, investments or government charges enter the picture.

See the Program-Fit Report