THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS STEP www.step.org.

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Presentation transcript:

THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS STEP

Established 22 years ago in the UK Today more than members, students in 86 countries An international network to exchange knowledge, experience and provide education Influence with regulators and governments General public look for competence – the only worldwide recognised TEP qualification ABOUT STEP

MEMBERSHIP BY REGION

STUDENT MEMBERSHIP BY REGION

TEP designation Annual STEP Directory, Yearbook and online search STEP Journal and Trust Review Conferences, seminars and lectures Technical newsletters via and online technical resources STEP Diploma and Certificate courses Lobbying and policy initiatives STEP MEMBERSHIP BENEFITS

STEP JOURNAL

Industry news sent to all STEP members Subscribe at: STEP INTERNATIONAL & UK E-NEWS DIGEST

PROFESSIONAL DEVELOPMENT Delivered in association with Manchester Business School, this qualification is a collaboration between STEP, the International Trust Companies Association (ITCA) and Central Law Training (CLT). What does the programme cover? Foundation Certificate Trust Creation: Law and Practice Company Law and Practice Trust Administration and Accounts Trustee Investment and Financial Appraisal STEP Foundation Certificate & Diploma in International Trust Management

97% of members would recommend STEP to a colleague 92% of members rate the value of their STEP membership positively 75% of student members agreed that being a STEP student member has benefitted their career The most popular reason for members to renew their membership was to develop their knowledge and skills in trusts and estates STEP MEMBER SATISFACTION

CRITERIA TO BECOME A STEP MEMBER 5 years at specialist level (Full membership), 2 years (Associate membership) Involved in trusts and/or estates Multidisciplinary: Lawyer /Accountant/ Senior Trust Officer Domestic OR international practice To become a STEP member within this jurisdiction you can apply for STEP membership through full or associate membership Full Membership 5 years at specialist level - Full STEP Membership entitles you to use the letters TEP (Trust and Estate Practitioner) after your name. Associate Membership 2 years at specialist level - For those who do not have the required five years' experience, associate membership is available to applicants. Associate members will be invited to apply for Full Membership once they have reached their five- year qualifying period.

CONTACT FOR MEMBERSHIP