Please note the change in our telephone number with immediate effect. Kindly contact us at 6551 2784. Kindly update your records accordingly.


  Welcome to STEP Singapore!

We are the local branch of the Society of Trust and Estate Practitioners ("STEP"), a global professional organization of private client practitioners.

STEP Singapore was set up on 29 January 1997 as STEP (Singapore Chapter). In October 2012, we converted to a full STEP branch.

Our primary purpose is to improve public understanding of the issues families face in relation to inheritance and succession planning , and to promote education and high professional standards among our members.

To that end, we hold monthly meetings with leading experts in the many areas of interest to trust and estate professionals. In addition, conferences, training sessions and student events are held throughout the year.

The Branch committee meets on a monthly basis.

Ms. Valerie Wu - Chairman, STEP Singapore Committee 2018-2019


 
6 June 2019

     

NOTICE IS HEREBY GIVEN THAT THE ANNUAL GENERAL MEETING OF THE SOCIETY

WILL BE HELD AT

ORCHID BALLROOM, 6 EU TONG SEN STREET, #04-85,

THE CENTRAL (CLARKE QUAY), SINGAPORE 059817

ON 27 JUNE 2019 AT 5.00PM.

AGENDA


To receive, consider and, if thought fit, to adopt the following:

  1. ADOPTION OF MINUTES OF THE LAST AGM
    That the Minutes of the Annual General Meeting held on 28th June 2018 (attached as APPENDIX A - available to members only) be accepted by members of the Society.
  2. UPDATE ON PAST AND UPCOMING ACTIVITIES OF THE SINGAPORE BRANCH
  3. FINANCIAL STATUS OF SOCIETY
    Presentation and approval of the accounts for the period 1 April 2018-31 March 2019.
  4. ELECTION OF OFFICE BEARERS
    That office bearers of the Society be elected for the forthcoming one-year period from the date of this AGM.
  5. REAPPOINTMENT OF AUDITORS
    That Tassure Asia LLP be re-appointed as auditors of the Society for a further 1-year term.
  6. 6. COUNCIL REPRESENTATIVE ELECTION POLICY
  7. ANY OTHER BUSINESS

Nomination Procedure

In accordance with Article 8.3 of the Society’s Constitution, “The Secretary shall, no later than twenty-one (21) days before the day appointed for the Annual General Meeting, invite members in writing, to nominate candidates for the posts of office-bearers and members of the Committee, and make available a nomination form, for such purposes.  The nomination form shall be as agreed by the Committee and posted on the web-site.”

In accordance with Article 8.4, “Nominations shall be made on the nomination form referred to in Clause 8.3 hereof. Each nomination form shall be delivered to the Secretary no later than seven (7) days before the day appointed for the Annual General Meeting.”  A copy of the Nomination Form is enclosed.

In accordance with Article 7.8 of the Association’s Constitution, “Any member who wishes to place an item on the agenda of a General Meeting may do so provided he gives notice to the Secretary one week before the meeting is due to be held.”  Should any member have any other matters to be raised, please notify the Secretariat no later than 5.00pm on Thursday, 20 June 2019 so that the matter can be circulated to members in sufficient time prior to the AGM. 

To facilitate the catering and seating arrangements, please complete the REPLY FORM (DOWNLOAD HERE).

DATED THIS 6th  DAY OF JUNE 2019

Sim Bock Eng
Secretary, Society of Trust & Estate Practitioners (Singapore Branch)

(2018-2019)


26 January 2018

STEP (Singapore)'s Brown Bag Session: Understanding the Future of Your Job in Finance (18 January 2019)

 

A deliberately small group of STEP members in senior management gathered on 18 Jan 2019 to glean insights on the future of jobs in finance from former GIC veteran Choy Siew Kai. Lecturing at Stanford University on the same subject and based on consulting research with cutting-edge financial institutions, SK shared with us his frank views on the local impact of global trends in the deployment of AI in portfolio management by the most sophisticated investors, including demanding family offices. Read more

Click HERE to view more photos.


03 November 2018

2nd Mid-Autumn Festival Networking Celebrations (21 September 2018)

It was a gathering among friends from near & far for our mooncake party, including our lovely Chairlady Farah Deba & Branch Secretary Nor Fazlina Mohd Ghouse from STEP Malaysia, many STEP members & friends of the industry! Many thanks to IPG for their kind sponsorship of the party, which gave all present a fascinating tea appreciation talk and demonstration (previous audience include Queen Elizabeth), halal mooncakes and a lovely buffet dinner.

Click HERE to view more photos.


17 August 2018

STEP Malaysia Members’ Get Together Cocktail (16 August 2018)

 

STEP Singapore Branch Committee members were invited to attend by the STEP Malaysia Branch Committee to attend their Members’ Get Together Cocktail. The event was sponsored by JLT Malaysia and held at JLT’s new office located at Q Sentral. It was attended by about 50 people attending, comprising members and potential members.

Click HERE to view more photos.


2 July 2018

Election of 2018-2019 Committee

We are pleased to announce the STEP Singapore Committee 2018-2019 as elected at our AGM on 28 June 2018:

  • Chairman – Valerie Wu
  • Vice Chairman – Lionel Choi Heng Yen
  • Treasurer – Ashley Ong Kim Hock
  • Secretary – Sim Bock Eng
  • Committee Member – Chan Ee Lin
  • Committee Member – Serene Lim
  • Committee Member – Derek Too


Events Calendar

May 2019
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June 2019
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July 2019
S M T W T F S
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