Q&As

For the investment portfolio reports under the Tier 1 (Investor) route, is it acceptable for a financial institution to provide a separate letter, setting out and confirming that the requirements of the Immigration Rules, Appendix A, para 65-SD(a)(i)–65-SD(a)(xiii) are met?

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Produced in partnership with Allan Briddock of 1 Pump Court
Published on LexisPSL on 27/06/2019

The following Immigration Q&A produced in partnership with Allan Briddock of 1 Pump Court provides comprehensive and up to date legal information covering:

  • For the investment portfolio reports under the Tier 1 (Investor) route, is it acceptable for a financial institution to provide a separate letter, setting out and confirming that the requirements of the Immigration Rules, Appendix A, para 65-SD(a)(i)–65-SD(a)(xiii) are met?

For the investment portfolio reports under the Tier 1 (Investor) route, is it acceptable for a financial institution to provide a separate letter, setting out and confirming that the requirements of the Immigration Rules, Appendix A, para 65-SD(a)(i)–65-SD(a)(xiii) are met?

Like all categories of the Points-Based System, the Tier 1 (Investor) category is met not just by meeting the substantive requirements of the category, but by providing ‘specified evidence’ or ‘specified documents’.

‘Attributes’ for Tier 1 (Investor) migrants are set out at the Immigration Rules, Appendix A, paras 54 to 65-SD. The relevant section is ‘Qualifying Investments’ under the Immigration Rules, Appendix A, paras 65 to 65-SD. The Immigration Rules, Appendix A, para 65-SD sets out the documents which must be provided as evidence of investment.

The Immigration Rules, Appendix A, para 65-SD(a) relates to one set of documents, namely: ‘A series of investment portfolio reports, certified as

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