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Do I need to be a professional investor (PI) to set up an individual trust account?
Do I need to be a professional investor (PI) to set up an individual trust account?
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Written by UTGL Support
Updated over a week ago

No, there are no requirements regarding the identity of the trust settlor. A non-professional investor (non-PI) can set up a trust.

However, if you wish for the trust to invest in financial products that have professional investor requirements, then you or the trustee would need to meet those standards.

As the trustee, UniTrust Global can utilize our status as a professional investor to handle investments that require a PI, on behalf of the trust.

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