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.
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.
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.
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.
Ready to get started?
Unlock the power of trust with UTGL today. Take the first step by exploring our Trust Platform or create an account for an instantly rewarding experience.
© 2024 UTGL. All rights reserved.
Disclaimer: The information provided on this website is for informational purposes only. It should not be considered legal, financial or tax advice. UTGL makes no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors, omissions or delays in this information or any losses, injuries or damages arising from its display or use. All information is provided on an as-is basis.
This website may contain links to external websites that are not provided or maintained by or in any way affiliated with UTGL. Please note that the UTGL does not guarantee the accuracy, relevance, timeliness or completeness of any information on these external websites.
Links to external websites are provided as a courtesy and do not imply UTGL's endorsement of those sites or their content, products or services. UTGL assumes no liability for damages resulting from the use of or reliance upon the information provided herein.
Ready to get started?
Unlock the power of trust with UTGL today. Take the first step by exploring our Trust Platform or create an account for an instantly rewarding experience.
© 2024 UTGL. All rights reserved.
Disclaimer: The information provided on this website is for informational purposes only. It should not be considered legal, financial or tax advice. UTGL makes no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors, omissions or delays in this information or any losses, injuries or damages arising from its display or use. All information is provided on an as-is basis.
This website may contain links to external websites that are not provided or maintained by or in any way affiliated with UTGL. Please note that the UTGL does not guarantee the accuracy, relevance, timeliness or completeness of any information on these external websites.
Links to external websites are provided as a courtesy and do not imply UTGL's endorsement of those sites or their content, products or services. UTGL assumes no liability for damages resulting from the use of or reliance upon the information provided herein.
Ready to get started?
Unlock the power of trust with UTGL today. Take the first step by exploring our Trust Platform or create an account for an instantly rewarding experience.
© 2024 UTGL. All rights reserved.
Disclaimer: The information provided on this website is for informational purposes only. It should not be considered legal, financial or tax advice. UTGL makes no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors, omissions or delays in this information or any losses, injuries or damages arising from its display or use. All information is provided on an as-is basis.
This website may contain links to external websites that are not provided or maintained by or in any way affiliated with UTGL. Please note that the UTGL does not guarantee the accuracy, relevance, timeliness or completeness of any information on these external websites.
Links to external websites are provided as a courtesy and do not imply UTGL's endorsement of those sites or their content, products or services. UTGL assumes no liability for damages resulting from the use of or reliance upon the information provided herein.