Services / Technical sheet
Compliance Toolkit in English
A ready-to-adapt documentation pack — guide, checklists, bilingual templates and registers — that gives your team the working instruments of Portuguese lobbying compliance in its own language.
- Identification
- Compliance Toolkit in English — a curated documentation pack for compliance with Law No. 5-A/2026 of 28 January (Lei n.º 5-A/2026, de 28 de janeiro), combining an English-language guide to the regime with bilingual (English/Portuguese) operational templates and checklists.
- Target audience
- In-house legal, compliance and government affairs teams of international organisations that prefer to operate the Portuguese regime internally with professional-grade instruments, and consultancies seeking a documented baseline for their own clients.
- Regulatory basis
- The toolkit instruments the regime's operational duties: the scope and exclusion tests of Article 2; the registration content of Article 5(1) and the 30-day update duty of Article 5(4); the duty to identify oneself with the RTRI registration number and the record of contractual relationships (Article 7(1) and 7(2)); the meeting disclosure framework (Article 8); and the Code of Conduct (Código de Conduta) annexed to the law (Article 15).
- Scope and deliverables
- The pack contains an English guide to the regime with article references; an applicability checklist based on Article 2; a registration data checklist mirroring Article 5(1); bilingual templates for the identification statement with registration number (Article 7(1)), the register of contractual relationships (Article 7(2)), a meeting log aligned with the disclosure cadence of Article 8, and a 30-day update tracker (Article 5(4)); and a briefing note on the Code of Conduct for staff who interact with Portuguese public entities.
- Methodology
- The toolkit is delivered electronically with a walkthrough session in English and light customisation to your branding and internal terminology. Optional add-ons connect it to the training and advisory services of this catalogue.
- Indicative duration
- Delivery and walkthrough typically within one to two weeks of engagement.
- Indicative investment
- [Fees to be confirmed — licence and customisation are priced on proposal.]
English renderings of legal concepts on this page are unofficial translations provided for convenience. The authentic text of Law No. 5-A/2026 is the Portuguese version published in the Diário da República.