Overview:
Upon logging into the UTGL portal, you will be directed to the ‘Home’ page of your account. From this landing page, you will be able to access all functions and features. Read on for a quick walk-through of our proprietary UTGL platform:
Home
On the ‘Home’ page, you will be able to see a quick overview of your account. In one quick glance, see the Portfolio breakdown of your Trust (displayed on the pie chart) and the corresponding Net Asset Value (NAV). Below, you will be able to find recent relevant News, valuable Insights and supplementary articles from UTGL, and also a quick access Guide to UTGL’s platform.
You can also find shortcuts to each section by clicking on the corresponding tabs (’Overview’, ‘News’, ‘UTGL Insights’, ‘Trust Academy’, ‘Platform Guide’) displayed above your ‘Portfolio’.
On the top-right corner of the ‘Home’ page, you will be able to see your account name and with your client ID no., along with a quick access drop-down menu. Clicking on ‘USD’ will also change the currency your account is displayed in. Click on this button to toggle between USD/HKD display.
You can also refer to the top bar for instant access to the multiple tools and features the UTGL platform provides:
Inject: Deposit assets to fund your Trust
Cash Injection: Inject funds by visiting UTGL and dropping off cash
Liquid Financial Asset Injection: Inject liquid financial assets to your UTGL Trust account
*Bank Injection: Inject funds from your bank account to your UTGL Trust account
Pay & Transfer: Process payments and fund transfers from your Trust
Invoice / Payment
*Transfer to Other UTGL User: Instantly transfer funds to another UTGL user without fees
Commercial Invoice Payment: Upload your invoice, and we will take care of the rest
Acquisition: Pay for acquisition contracts
Maintenance / Living Expense
*Bank Payout to Beneficiary: Transfer funds to beneficiary’s bank account
Cash Payout: Payout funds by picking up cash
UnionPay Remittance: Send funds to Mainland China with UnionPay
Asset Allocation
Transfer Between Own Accounts: Transfer assets between your accounts across different jurisdictions
Transfer Between Securities Brokers and Own Accounts: Move fund between brokers and your UTGL accounts
*Only available for premium or supreme plan users.
You may access the different landing pages (’Home’, ’Accounts’, ‘Card’, ‘Activities’, ‘Profile’)of the UTGL portal through the menu bar on the left side. You may also find the ‘Help Center’ at the bottom of menu.
Accounts
Find all your accounts for your different assets, those are consolidated into one interface for easy viewing and handling. You can also view your transaction history and download your accounts statements.
Card
View and control your UTGL Trust Asset Link Mastercard on the ‘Card’ page. Look at an overview of your card(s), check their transactions histories and statements, and customize the settings freely.
Activities
Recall any past transactions you have processed on the UTGL Trust portal. Utilize the filter function to look back at your history selectively.
Profile
Check your profile and view your current settings and status of your account in finer detail. You may also see the details of your assigned relationship manager.
If you are struggling with navigating the UTGL portal, or have any questions, please do not hesitate to contact the UTGL customer support accessible through the button on the bottom-right.
