Why join STEP?

About STEP

2

25 years ago, no network

Today – STEP members have a network of almost 20,000 members based

in 95 countries

STEP members in 110 branches and chapters which span across 51

countries

An international network to exchange knowledge and education – building

to lifetime education

A cross professional network – for instance, the emergence of special

interest groups

Influence with regulators and government protecting jobs

Clients and other advisors seek high professional standards –TEP- the only

worldwide recognised qualification

Membership by region

3

Membership buoyant

4

Membership growth in Malaysia

5

STEP Journal

6

STEP International & Membership News

Digest

7

Twice weekly and monthly e-news sent to STEP members

STEP Directory online member search

8

Looking for an attorney in Paris?

Looking for a Trust Officer in Hong

Kong? Looking for an

accountantin London?

Use the Online Directory at:

www.step.org/online-directory for

fast access to your member network.

www.step.org/online-directory

New Products for 2016

STEP CPD learning

FATCA

Professional Post Graduate Diploma

in Private Wealth Advising

STEP qualifications

Certificate in AML

Certificate in Compliance

Cross Border Estates

What’s New…

New Employer Partnership Programme

What’s New…

Employer Partnership Programme• An accreditation programme which maps your Learning &

Development provision against the EPP professional

development standards

• A quality badge/kitemark

• A relationship tool

• Currently free of charge

What’s New…

STEP Employer Partnership Programme

(EPP)

How will EPP accreditation benefit you?

• Endorsement of good practice

• Enhances reputation as an employer of choice

• Boosts motivation and consequently engagement

• Strengthens reputation within industry

• Facilitates communication and engagement with STEP

providing networking opportunities

• Enables promotion of brand

• Access to a host of resources and benefits

Our Accredited Partners……

STEP SIGs and New Communities

14

SIGs Business Families

Charities

Cross-Border Estates

Contentious Trusts and Estates

International Client

Mental Capacity

Philanthropy Advisors

www.step.org/sigs

New Communities Digital Assets Working Group

Academic Community – to include research project on the Demand and

Supply of Estate Planning and Business Succession Services in Australia

www.step.org/communities

STEP Conferences & Events

Over 500 events per year

15

STEP Events:

• Alpine Conference, Jan 2017

• Orange County conference. Jan 2017

• New York State Bar Conference, March 2017

• Caribbean Conference, May 2017

• Australia Conference, Aug 2017

Criteria to become a STEP Member

16

5 years at specialist level (Full membership), 2 years (Technician membership)

Involved in trusts and/or estate planning

Multidisciplinary: Attorney/Accountant/ Senior Trust Officer

Domestic OR international practice

Send completed application form and resumé to: STEP , Artillery House South, 11-19 Artillery Row, London, United Kingdom SW1P 1RT