At UTGL, you can quickly establish a trust via our online platform* which provides various available default tools:
(1) Global Custodian Account (segregated virtual account - only accessible by authorized registered account holder) (2) Offshore Digital Assets Custodian Account (only accessible by authorized registered account holder) (3) Asset Link Credit Card (4) Basic Interest Income Generation Tool (5) Global Compliance Payment System (requires submission of billing information) (6) Access Global investment management institution (Allow you to invest in global stocks, funds, bonds and other financial products)
These tools can faciliate customers in monitoring and managing their assets effectively
*you are required to send us the originals.
Basic Service includes
Trust type: Revocable trust Purpose: Inheritance
Privacy Asset Protection Flexible Financial Management (regular deposits and digital asset staking) Global investment (stocks, funds, bonds)
Trust Confidentiality: Strong
Types of Asset to be held : Cash, digital assets, stocks, funds, bonds, insurance, precious metals, etc.*
Number of Beneficiaries Setting: Up to five
Monthly Trust Distribution Amount per beneficiary: 40,000 USD
Prestigious Complimentary Services : Up to 5 asset-linked credit cards Real-time online group chat support ( Telegram ) For more details on beneficiary setting and payout rules, please refer to the following page:
*If you need to hold more non-financial assets, such as property, vehicles, luxury goods, etc., please upgrade to SPV private or corporate trust
Required Legal Documents
(1) Basic trust agreement (2) Beneficiary terms (3) Authorization to activate different financial institutions (POA)
*Incorporate SPV to gradually establish a more comprehensive trust structure, learn more:
Establishment Requirements
Private trust: (can only be held in one person's name) (1) Valid identification document (no nationality requirements) (2) Valid address proof (3) Phone Number and Email Address (4) Bank statement issued within 3 months
Any other wealth Proof and/or source of Income
Corporate trust: (Can be held by multiple Shareholder)* (1) Valid Business Registration Certificate (2) Valid identification document of the Shareholders and Director (no nationality requirements) (3) Valid address proof of the Shareholders and Director (4) Phone Number and Email Address (5) Bank statement issued within 3 months or any other wealth Proof and/or source of Income
*Only accept Hong Kong Limited Company. Contact us for details of the incorporation of a Hong Kong Limited Company.
Private/Corporate Trust Setup Fee
Private trust
Setup fee : 13,000 USD
Monthly fee : 200 USD
Corporate trust
Setup fee : 15,000 USD
Monthly fee : 200 USD
For Other Trust and Company Secretary Service:
Asset-linked Credit Card ( Additional Card )*
Virtual Online Credit Card (Additional Card) Application Fee: Waived Overseas Transaction Rebate: 0%
Platinum Physical Credit Card (Additional Card) Application Fee: Waived Overseas Transaction Rebate: 1.5%
World Physical Credit Card (Additional Card) Application Fee: Waived Overseas Transaction Rebate: 2.5%
World Elite Physical Credit Card (Additional Card) Application Fee: Waived Overseas Transaction Rebate: 4%
World Elite Metal Physical Credit Card (Additional Card) (Invitation only) Application Fee: 1200 USD Overseas Transaction Rebate: 5%
*Each Trust Account can apply for up to 4 additional cards
Detail Fees Schedule
Waiver Conditions
Trust Setup Fee :
A 50% discount will be applied to the setup fee if the client (settlor) injects 300,000 USD or more when they set up the trust or maintain a current balance of 300,000 USD or more. *
The setup fee will be waived if the client (settlor) injects 500,000 USD or more when they set up the trust or maintain a current balance of 500,000 USD or more. *
Monthly Fee :
The monthly fee will be waived if client (settlor) maintains an average monthly balance of 200,000 USD.* *(The balance of current assets only includes cash and Digital assets (excluding NFTs))