Why St. Lucia?
St. Lucia launched its CBI program in 2015. It's the only Caribbean CBI with a capital-recoverable government bond option, allowing you to get your principal back after 5 years.
Key Benefits
Bond option available: Only Caribbean CBI with refundable government bond investment
Strong passport: 144+ visa-free countries including UK, EU Schengen, Singapore, Hong Kong
No residency required: Full citizenship without living there
Family inclusion: Spouse, children up to 30, parents over 55, siblings under 30
Tax benefits: No income, capital gains, wealth, or inheritance tax
Fast processing: Typically 3-4 months
Note for US Citizens
US citizens remain subject to worldwide taxation. A St. Lucia passport provides travel freedom but does not change US tax obligations.
Who is this program ideal for?
This program is ideal for individuals and families seeking global mobility with capital recovery options. It's particularly suited for:
Investors seeking capital preservation who prefer the government bond option with principal returned after 5 years.
Business owners and investors looking for a second passport to facilitate international business opportunities.
High-net-worth individuals seeking enhanced security, privacy, and tax advantages.
Families aiming to secure a stable future for their children with global educational and career opportunities.
Individuals who value international travel and want seamless access to 144+ countries visa-free.
Step-by-step process from application to citizenship
The St. Lucia Citizenship by Investment program follows a structured application process:
Step 1: Consultation and Preparation
Engage with an authorized agent to understand program requirements and gather necessary personal and financial documents. This stage includes initial due diligence checks.
Step 2: Application Submission
Submit the complete application package, including all required forms, supporting documents, and government fees, through your authorized agent.
Step 3: Due Diligence and Background Checks
The government conducts thorough due diligence and background checks on all applicants and accompanying dependents.
Step 4: Investment Approval and Contribution
Upon successful due diligence, applicants must make the required financial contribution (donation, bond, or real estate investment) within a specified timeframe.
Step 5: Approval and Passport Issuance
Once the investment is confirmed, the application is approved, and your St. Lucia passport and Certificate of Citizenship are issued.
Step 6: Post-Citizenship Support
Receive your official documents and access the benefits of your new citizenship, including visa-free travel.
Eligibility requirements and documentation needed
Eligibility Criteria:
Must be at least 18 years old.
Must undergo a thorough background check (due diligence).
Must have no criminal record.
Must make a qualifying financial investment.
Required Documentation:
Completed application forms.
Certified copies of birth certificates and passports.
Proof of address (utility bills, bank statements).
Evidence of the source of funds for the investment.
Medical certificates and police clearance certificates.
Passport-sized photographs.
Bank reference letters.
Investment Options:
National Economic Fund (NEF) Donation: A minimum non-refundable contribution of $240,000 USD for a single applicant. Family of 4: $300,000 USD.
Government Bonds: Minimum $300,000 USD (refundable after 5 years, no interest). Unique to St. Lucia.
Real Estate Investment: Minimum $300,000 USD in government-approved real estate (hold period of 5 years).
Additional Fees:
Due Diligence Fee: $7,500 USD per applicant aged 16 and over.
Processing Fee: $2,000 USD per applicant.
Passport Fee: $500 USD per person.
What's included in The Jerz Group's service
Comprehensive Consultation: Detailed assessment of your eligibility and program suitability.
Document Preparation: Expert assistance in gathering, organizing, and certifying all necessary documents.
Application Management: Submission of your application to the St. Lucia government through authorized channels.
Due Diligence Facilitation: Guidance and support through the background check process.
Investment Guidance: Assistance in selecting and completing the most suitable investment option.
Post-Approval Support: Ensuring smooth processing of your citizenship and passport issuance.
Ongoing Support: Advisory services for maintaining your citizenship and maximizing its benefits.
Timeline
| Stage | Duration |
|---|---|
| Document preparation | 2-4 weeks |
| Application and due diligence | 2-3 months |
| Approval and investment | 2-4 weeks |
| Passport issuance | 2-3 weeks |
| Total | 3-4 months |
Important Notes
UK Access: Visa-free via Electronic Travel Authorisation (ETA, £20, valid 2 years).
No US E-2: St. Lucia does NOT have an E-2 treaty. Consider Grenada if US access is priority.
Bond refund: Government bond principal returned after 5 years (unique to St. Lucia).
Dual citizenship: Permitted. No renunciation required.