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Do I need to be a PI to set up a Trust?
Do I need to be a PI to set up a Trust?
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Written by Support
Updated over a week ago

A trust can be established by anyone as there are no identity requirements for the client as a settlor, even if they are not a professional investor. However, if you want to invest in a financial product that mandates professional investor status, then you must possess this status. We can assist you in this regard if you are a trustee of the trust and already hold professional investor status.

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