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THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS STEP

THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS STEP. www.step.org. ABOUT STEP. Established 22 years ago in the UK Today more than 19.000 members , 5.000 students in 8 6 countries An international network to exchange knowledge, experience and provide education

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THE SOCIETY OF TRUST AND ESTATE PRACTITIONERS STEP

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

  2. ABOUT STEP • Established 22 years ago in the UK • Today more than 19.000 members,5.000 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 www.step.org

  3. MEMBERSHIP BY REGION

  4. STUDENT MEMBERSHIP BY REGION

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

  6. STEP JOURNAL www.stepjournal.org

  7. STEP INTERNATIONAL & UK E-NEWS DIGEST Industry news sent to all STEP members Subscribe at: www.step.org

  8. PROFESSIONAL DEVELOPMENT STEP Foundation Certificate & Diploma in International Trust Management 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 www.step.org/pd

  9. STEP MEMBER SATISFACTION • 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

  10. 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.

  11. CONTACT FOR MEMBERSHIP INFO@step-HUNGARY.HU

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