PLANS

UTGL Standard

UTGL Standard

UTGL Standard

Ideal for users looking for basic trust protection and cash management.

Ideal for users looking for basic trust protection and cash management.

Get Started

Get Started

Get Started

Application Fee

$0*

*With injection of 10,000 USD or a 120 USD application fee

Card Offer

1 complimentary physical Platinum Asset Link Credit Card

1.5% USD cashback for cross border card transactions

Max. 3 credit cards per account

Everything in Lite plan, plus

Asset conversion

Digital asset custody

Cash injection and payout

Trust management

Max. 1 beneficiary

Fee and Waiver

120 USD application fee*

10 USD monthly fee**

*Waive application fee with an injection of 10,000 USD or more.

**Waive monthly fee with an average daily AUM of 10,000 USD or more between statement dates.

OVERVIEW

Standard plan: Enhanced privacy and protection

The UTGL Standard plan offers a robust framework for individuals seeking enhanced privacy and legal protection for their assets. This plan provides a perfect balance of security, flexibility, and financial benefits.


The plan is ideal for those looking to take their asset protection to the next level while enjoying the benefits of a trust structure. It offers a comprehensive solution for both traditional and digital asset management.

Key Features

01

Credit Card Spending: Maintain 10,000 USD monthly balance and enjoy a $0 monthly fee.

02

Bank-class Custody Service: Ensure your assets are securely held and managed.

03

Offshore Digital Asset Custody: Compliant and secure handling of digital assets.

04

Platinum Card with 1.5% Overseas Cashback: Enjoy premium spending benefits.

05

Flexible Beneficiary Options: Designate up to two beneficiaries of your choice.

HOW IT WORKS

Navigating the Standard plan

Your path to enhanced asset protection and management.

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CHOOSING PLAN

Is UTGL Standard plan a good choice for me?

Ideal for individuals who desire to delve into the advantages of trusts, while also seeking heightened asset privacy and legal protection.

Full Services & Features

Full Services & Features

Full Services & Features

Affordable Trust Benefits

Enjoy an affordable price to experience fundamental trust benefits, including asset segregation and protection.

Full Platform Access

Able to explore the full functionalities of the trust platform.

Global Private Spending

Receive a physical asset link credit card for global and private spending, and experience the freedom of living in trust without traditional banking.

FREQUENTLY ASKED QUESTIONS

Everything you need to know

What is trust?

A trust is a legal arrangement in which an individual, known as the settlor, transfers ownership of their assets to a trustee, who is responsible for managing and distributing the assets according to the terms of the trust. Trusts can be used for a variety of purposes, including estate planning, asset protection, and wealth management.

What is trust?

A trust is a legal arrangement in which an individual, known as the settlor, transfers ownership of their assets to a trustee, who is responsible for managing and distributing the assets according to the terms of the trust. Trusts can be used for a variety of purposes, including estate planning, asset protection, and wealth management.

What is trust?

A trust is a legal arrangement in which an individual, known as the settlor, transfers ownership of their assets to a trustee, who is responsible for managing and distributing the assets according to the terms of the trust. Trusts can be used for a variety of purposes, including estate planning, asset protection, and wealth management.

Who can set up a trust?

Anyone can set up a trust, as long as they are of legal age and have the mental capacity to do so. Trusts can be set up by individuals or businesses, and they can be created for a variety of purposes.

Who can set up a trust?

Anyone can set up a trust, as long as they are of legal age and have the mental capacity to do so. Trusts can be set up by individuals or businesses, and they can be created for a variety of purposes.

Who can set up a trust?

Anyone can set up a trust, as long as they are of legal age and have the mental capacity to do so. Trusts can be set up by individuals or businesses, and they can be created for a variety of purposes.

Why do I need to name a beneficiary when setting up a trust with UTGL?

Naming a beneficiary is crucial. It provides clear instructions on how your assets should be distributed after your death, helps avoid the probate process, and allows you to maintain control over your legacy. Beneficiaries can be individuals (family, friends), organizations (charities, non-profits), other trusts, or minors (with a trustee appointed). UTGL requires the full name, contact numbers, passport and relationship of each beneficiary to execute the asset distribution when needed. Be aware of the limitations on the number of beneficiaries for each plan: Lite (0), Standard (1), Premium (2), and Supreme (unlimited). It is essential to review and update your beneficiary designations regularly, especially after significant life events such as marriages, divorces, births, or deaths.

Why do I need to name a beneficiary when setting up a trust with UTGL?

Naming a beneficiary is crucial. It provides clear instructions on how your assets should be distributed after your death, helps avoid the probate process, and allows you to maintain control over your legacy. Beneficiaries can be individuals (family, friends), organizations (charities, non-profits), other trusts, or minors (with a trustee appointed). UTGL requires the full name, contact numbers, passport and relationship of each beneficiary to execute the asset distribution when needed. Be aware of the limitations on the number of beneficiaries for each plan: Lite (0), Standard (1), Premium (2), and Supreme (unlimited). It is essential to review and update your beneficiary designations regularly, especially after significant life events such as marriages, divorces, births, or deaths.

Why do I need to name a beneficiary when setting up a trust with UTGL?

Naming a beneficiary is crucial. It provides clear instructions on how your assets should be distributed after your death, helps avoid the probate process, and allows you to maintain control over your legacy. Beneficiaries can be individuals (family, friends), organizations (charities, non-profits), other trusts, or minors (with a trustee appointed). UTGL requires the full name, contact numbers, passport and relationship of each beneficiary to execute the asset distribution when needed. Be aware of the limitations on the number of beneficiaries for each plan: Lite (0), Standard (1), Premium (2), and Supreme (unlimited). It is essential to review and update your beneficiary designations regularly, especially after significant life events such as marriages, divorces, births, or deaths.

Can a trust be amended or terminated?

In most cases, trusts can be amended or terminated by the settlor as long as they have the legal capacity to do so. However, certain types of trusts, such as irrevocable trusts, may not be amended or terminated by the settlor. In these cases, the terms of the trust must be followed as written.

Can a trust be amended or terminated?

In most cases, trusts can be amended or terminated by the settlor as long as they have the legal capacity to do so. However, certain types of trusts, such as irrevocable trusts, may not be amended or terminated by the settlor. In these cases, the terms of the trust must be followed as written.

Can a trust be amended or terminated?

In most cases, trusts can be amended or terminated by the settlor as long as they have the legal capacity to do so. However, certain types of trusts, such as irrevocable trusts, may not be amended or terminated by the settlor. In these cases, the terms of the trust must be followed as written.

How many days will it take to receive my card?

Once your card is ready, we will arrange delivery through DHL. Typically, it takes 5-7 business days for delivery to your address. You will receive a tracking link once the card is dispatched. Please note that delivery times may vary based on the shipping carrier and potential delays.

How many days will it take to receive my card?

Once your card is ready, we will arrange delivery through DHL. Typically, it takes 5-7 business days for delivery to your address. You will receive a tracking link once the card is dispatched. Please note that delivery times may vary based on the shipping carrier and potential delays.

How many days will it take to receive my card?

Once your card is ready, we will arrange delivery through DHL. Typically, it takes 5-7 business days for delivery to your address. You will receive a tracking link once the card is dispatched. Please note that delivery times may vary based on the shipping carrier and potential delays.

Can the card be sent to a country other than Hong Kong?

Yes, we can ship the card internationally. However, DHL Express does not deliver to the following countries: Ascension Bouvet Island British Indian Ocean Territory French Southern Territories Heard & McDonald Islands Pitcairn Saint Pierre & Miquelon Tajikistan Tristan Da Cunha US Minor Outlying Islands (Baker Island, Howland Island, Jarvis Island, Johnston Atoll, Kingman Reef, Midway Atoll, Palmyra Atoll, Wake Island) Western Sahara Additionally, DHL does not deliver to the following sanctioned countries: Belarus, Cuba, Iran, North Korea, Russia, Syria, and Ukraine.

Can the card be sent to a country other than Hong Kong?

Yes, we can ship the card internationally. However, DHL Express does not deliver to the following countries: Ascension Bouvet Island British Indian Ocean Territory French Southern Territories Heard & McDonald Islands Pitcairn Saint Pierre & Miquelon Tajikistan Tristan Da Cunha US Minor Outlying Islands (Baker Island, Howland Island, Jarvis Island, Johnston Atoll, Kingman Reef, Midway Atoll, Palmyra Atoll, Wake Island) Western Sahara Additionally, DHL does not deliver to the following sanctioned countries: Belarus, Cuba, Iran, North Korea, Russia, Syria, and Ukraine.

Can the card be sent to a country other than Hong Kong?

Yes, we can ship the card internationally. However, DHL Express does not deliver to the following countries: Ascension Bouvet Island British Indian Ocean Territory French Southern Territories Heard & McDonald Islands Pitcairn Saint Pierre & Miquelon Tajikistan Tristan Da Cunha US Minor Outlying Islands (Baker Island, Howland Island, Jarvis Island, Johnston Atoll, Kingman Reef, Midway Atoll, Palmyra Atoll, Wake Island) Western Sahara Additionally, DHL does not deliver to the following sanctioned countries: Belarus, Cuba, Iran, North Korea, Russia, Syria, and Ukraine.

Do I need to be a Hong Kong citizen to use your service?

No, you do not need to be a Hong Kong citizen to use our service. Non-citizens can apply by submitting their passport.

Do I need to be a Hong Kong citizen to use your service?

No, you do not need to be a Hong Kong citizen to use our service. Non-citizens can apply by submitting their passport.

Do I need to be a Hong Kong citizen to use your service?

No, you do not need to be a Hong Kong citizen to use our service. Non-citizens can apply by submitting their passport.

Do I need to deposit assets before applying for this credit card?

No, you can apply online first. Assets can be deposited after you select a plan and provide the required documents.

Do I need to deposit assets before applying for this credit card?

No, you can apply online first. Assets can be deposited after you select a plan and provide the required documents.

Do I need to deposit assets before applying for this credit card?

No, you can apply online first. Assets can be deposited after you select a plan and provide the required documents.