Here is the simple process of the trust setup:

1) Contact UTGL Relationship Manager and schedule a meeting to understand the client’s needs.

2) Clients provide his/her identity document and the latest address proof.

3) Clients provide asset proof, it can be a bank statement, securities statement, or address of the property owned by the client.

4) Clients sign the trust documents and cover the trust deed and letter of wishes.

5) Clients can inject the assets after the Trust is set up.

Alternatively, clients can sign up to set up their Trust on our website at https://account.utgl.io/login.

For more information, please check out Sign Up/Log In to UTGL Portal .