You can quickly upgrade to SPV Private/Corporate Trust via our online platform which provides various available default tools:
(1) Global Custodian Account (Segregated SPV and bank account) (2) Offshore Digital Assets Custodian Account (only accessible by authorized registered account holder) (3) Asset-linked 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) (7) Holding Non-financial assets (property, vehicles, luxury goods, etc.)
These tools can facilitate customers to monitor and manage their assets effectively
Basic service includes
Trust type: Revocable trust
Purpose: Inheritance Asset Protection Flexible Financial Management (regular deposits and digital asset staking) Global investment (stocks, funds, bonds) Non-financial assets safe custody (property, vehicles, luxury goods, etc.)
SPV Trust Features: Segregated Private SPV Flexible asset transfer through SPV for optimal tax arrangements Nominee Director services provide the highest level of privacy for clients Can apply for an independent bank account for the SPV on behalf of clients
Trust confidentiality: Very Strong
Types of Asset to be held : Cash, digital assets, stocks, funds, bonds, insurance, precious metals, properties, motor vehicles luxuries and art pieces etc.*
Number of Beneficiaries Setting: Unlimited
Monthly Trust Distribution Amount per beneficiary: 62,500 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:
Required legal documents
(1) Basic trust agreement (2) Beneficiary terms (3) Authorization to activate different financial institutions (POA)
Establishment Requirement
(Client must first establish a Private/Corporate trust with UTGL) 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 or 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 incorporation of a Hong Kong Limited Company.
SPV Private/Corporate trust Setup Fee
(Client must first establish a Private/Corporate trust with UTGL)
SPV Private trust ( BVI )
Setup fee: 13,000 USD
Monthly fee: 200 USD
SPV Corporate trust (BVI )
Setup fee: 13,000 USD
Monthly fee: 200 USD
SPV Private trust ( HK)
Setup fee: 6,500 USD
Monthly fee: 200 USD
SPV Corporate trust (HK)
Setup fee: 6,500 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
SPV Trust Setup Fee :
A 50% discount will be applied to the setup fee if the client (settlor) injects 750,000 USD or more when they set up the trust or maintain a current balance of 750,000 USD or more. *
The setup fee will be waived if the client (settlor) injects 1,000,000 USD or more when they set up the trust or maintain a current balance of 1,000,000 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))