If you are considering starting your career as a Credit Intermediary in Portugal, the first step is to obtain the mandatory licence from the Banco de Portugal (Portuguese Central Bank). This process can be complex for those unfamiliar with the legal requirements, but it is now possible to rely on specialised legal support that handles the entire process on your behalf.
Through an official partnership with CRM Crédito, a legal consultancy service is available to help professionals and companies legalise their activity quickly, securely and in full compliance with the General Data Protection Regulation (GDPR).
What does the legal support include?
The service covers all the steps required for licensing as a Credit Intermediary, including:
- Specialised legal guidance
- Submission of the licence application to the Banco de Portugal
- Support with the Beneficial Owner registry (RCBE)
- Trademark registration for the intermediary (where applicable)
- Amendments to the registration with the BdP (when necessary)
- Special conditions for CRM Crédito users
- Other legal services related to intermediation activity
Who is this service for?
This legal support is designed for:
- Estate agents who also wish to operate in the credit sector
- Independent professionals who want to work in a legally compliant manner
- Companies looking to set up an intermediation structure
- Platforms or networks that need to regularise their agents
Why should you become licensed?
Credit intermediation is an activity regulated by the Banco de Portugal, and practising without registration can result in fines and sanctions. With this support, you can ensure:
- Legal compliance
- Speed in submitting and monitoring the process
- Legal organisation of your activity
- Direct access to CRM Crédito, to manage proposals and processes
How to obtain support?
The process is straightforward. Simply fill in the contact form and indicate the type of support you require. The partner legal team will get in touch to guide you and begin the process.
Related reading
- Credit Intermediary in Portugal: The Complete Guide — the single reference on credit intermediation in Portugal.
- Obligations of the Credit Intermediary in Portugal (2025) — the legal duties that legal support helps you meet without mistakes.
- Banco de Portugal Tightens Rules for Credit Intermediaries in 2026 — why legal support becomes even more decisive.
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