How to add beneficiary(ies) to my trust?
You can assign, manage, and allocate beneficiary(ies) and their corresponding asset distribution via the UTGL portal:
Navigate to 'Trust Management' under 'Profile'.
Once the popup appears, click on 'Change Beneficiary' at the bottom.
Then, click ‘Add Beneficiary’.
On the subsequent page, fill in the beneficiaries' relationship with you and their corresponding percentage of asset distribution. Click 'Continue'.
*Note: After placing the instruction, you need to sign the “Change of Beneficiaries” and “Deed of Addendum” documents and send them back to us to activate the changes. To obtain the forms, please get in touch with your relationship manager or customer service.
Fill in the beneficiaries' information. Check the box below and click 'Confirm'.