How to Get an Investments Consultancy Business License in Dubai

Dubai has firmly established itself as one of the world's most attractive destinations for financial services businesses. With a strategic location bridging East and West, a pro-business regulatory environment, and a rapidly expanding investor base, the emirate offers exceptional conditions for investment professionals. If you are looking to set up an investments consultancy in Dubai, obtaining the correct licence is the essential first step, and Dubai South Business Hub Free Zone provides one of the most streamlined pathways available.

What Is an Investments Consultancy Licence?

An investments consultancy business licence in Dubai falls under the Financial category and carries the activity code 6619.11. This licence authorises the holder to provide professional advisory services related to investment strategies, portfolio planning, asset allocation, and financial decision-making for individuals, corporations, and institutional clients.

The licence covers a broad scope of consultancy activities, including advising on equities, bonds, real estate investments, mutual funds, and alternative assets. It does not, however, permit the holder to directly manage client funds or execute trades on behalf of clients without additional regulatory approvals from the relevant financial authorities.

Who Is This Licence Suited For?

This licence is well-suited to a wide range of professionals and organisations, including:

• Independent financial advisers and investment consultants

• Boutique investment advisory firms

• Wealth management professionals seeking to establish a UAE presence

• International consultancy firms expanding into the Middle East market

• Entrepreneurs with expertise in capital markets, private equity, or venture capital

The free zone structure at Dubai South Business Hub is particularly attractive to foreign entrepreneurs, as it permits 100% foreign ownership with no requirement for a local sponsor.

Why Dubai Is Well-Positioned for Investment Consultancy

Dubai's financial ecosystem is among the most sophisticated in the emerging markets world. The UAE attracted foreign direct investment inflows of approximately USD 30.7 billion in 2023, reflecting continued confidence from global investors. Dubai is home to more than 4,500 financial services firms and benefits from a zero personal income tax environment, making it highly competitive for finance professionals.

Dubai South Free Zone, in particular, sits adjacent to Al Maktoum International Airport and the Expo City district, positioning businesses within a master-planned economic zone designed to support global trade and services. Its streamlined licensing procedures and dedicated business support infrastructure make it a preferred choice for financial services startups and established firms alike.

Key Stats at a Glance

• Activity Code: 6619.11

• Licence Type: Business Licence

• Category: Financial

• Free Zone: Dubai South Business Hub

• Foreign Ownership: 100% permitted

• UAE FDI Inflows (2023): USD 30.7 billion

• Corporate Tax Rate: 9% (applicable on profits above AED 375,000)

• Personal Income Tax: 0%

Setup Costs and What to Expect

Licence fees at Dubai South Business Hub vary depending on the office package selected, the number of visa allocations required, and any additional regulatory approvals needed. Typical costs include the licence registration fee, establishment card fees, and the cost of a physical or flexi-desk office space. It is advisable to request a detailed cost breakdown directly from the free zone authority, as fee structures are updated periodically.

Additional costs to factor in include professional indemnity insurance, bank account setup fees, and any compliance-related expenditure if you intend to seek approval from the Securities and Commodities Authority (SCA) for regulated advisory activities.

Steps to Obtain Your Investments Consultancy Licence

Step 1: Choose Your Business Structure

Determine whether you will operate as a sole establishment, a free zone limited liability company (FZ-LLC), or a branch of an existing company. Most new entrants opt for the FZ-LLC structure.

Step 2: Submit Your Application

Complete the application through Dubai South Business Hub's registration portal or via an authorised business setup consultant. You will need to provide passport copies, a business plan outline, and proposed company name options.

Step 3: Obtain Initial Approval

The free zone authority will review your application and issue initial approval, typically within a few working days.

Step 4: Sign Lease Agreement

Select and sign a lease for your chosen office facility, whether a flexi-desk, serviced office, or dedicated unit.

Step 5: Pay Fees and Receive Licence

Upon payment of all applicable fees, your business licence will be issued. You can then proceed to apply for residency visas and open a corporate bank account.

Licensing and Compliance Requirements

Holders of an investments consultancy licence must ensure ongoing compliance with UAE commercial laws and free zone regulations. If your consultancy activities extend to regulated financial advice, you may also require registration or approval from the Securities and Commodities Authority or the Dubai Financial Services Authority, depending on the nature of services offered. Annual licence renewal is mandatory, and businesses must maintain accurate financial records in line with UAE accounting standards.

Frequently Asked Questions

How much does an investments consultancy licence cost in Dubai South?

Costs vary depending on office type and visa requirements. Basic packages can start from approximately AED 12,000 to AED 20,000 per year, but you should request a current quote from Dubai South Business Hub directly for the most accurate figures.

Can a foreign national own 100% of the business?

Yes. Dubai South Business Hub Free Zone permits 100% foreign ownership, meaning no local Emirati sponsor is required.

Are any additional regulatory approvals required?

For general investment consultancy, the free zone licence is typically sufficient. However, if you intend to provide regulated financial advice or manage client assets, additional approval from the Securities and Commodities Authority or relevant financial regulator may be required.

How long does the licensing process take?

The process typically takes between 5 and 15 working days from submission of a complete application, subject to document verification and approvals.

What profit margins can an investments consultancy expect in Dubai?

Margins vary widely depending on client base and service model. Retainer-based consultancies can achieve healthy margins given Dubai's low tax environment, though individual outcomes depend on operational costs and market positioning.

Can the business re-export services internationally?

Yes. A free zone investments consultancy can serve international clients and provide cross-border advisory services, making it an excellent base for regional and global operations.

What facility requirements apply to this licence?

Dubai South requires licence holders to maintain a registered office address within the free zone. Options range from flexi-desk arrangements to fully fitted private offices, depending on your team size and operational needs.

Is a physical office mandatory?

A registered address within the free zone is mandatory. However, flexi-desk or shared office arrangements are accepted for smaller operations, making it cost-effective for startups and sole practitioners.

Conclusion

Securing an investments consultancy business licence at Dubai South Business Hub Free Zone is a straightforward and commercially sound decision for finance professionals seeking to capitalise on Dubai's thriving investment landscape. With 100% foreign ownership, a competitive tax environment, and a globally connected location, Dubai South offers the infrastructure and credibility your consultancy needs to grow. Take the first step today by contacting Dubai South Business Hub to request your personalised licence quote and begin your application.

References

• Dubai South Free Zone Official Website

• Securities and Commodities Authority (SCA), UAE

• UAE Government Portal: Doing Business in the UAE

• Invest in Dubai, Dubai Economy and Tourism

• UNCTAD World Investment Report 2024