Please note that with effect from 1st September 2016, the Secretariat office will move to 6 Eu Tong Sen Street, #05-07, Clarke Quay Central, Singapore 059817.  Please update your records accordingly.


Welcome to STEP Singapore!

The Society of Trust and Estate Practitioners (Singapore) is the local branch of the international Society of Trust and Estate Practitioners, a unique professional body providing members with a local, national and international learning and business network. It was set up on 29 January 1997.

STEP Singapore provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.


30 November 2017

Message by Chairperson

Time has flown by so quickly. We are reaching the end of 2017 shortly and will be welcoming the new year 2018. 

2017 has indeed been an eventful year. Apart from our monthly talks, updates and social events, we have just completed the STEP Asia Conference. The Conference has been a huge success, garnering over 540 registered participants. We have also received many positive feedback, which we are appreciative of. 

The Committee has planned a host of talks and event for the first half of 2018, which we hope to receive continuous support from all members. 

I would also like to pay our heartfelt tribute to one of our dedicated Committee members who passed away too soon, the late Ms Chee Fang Theng. She had been an active Committee member who contributed many great ideas and advice. We greatly miss her smile and infectious laughter. May her soul rest in eternal peace. View our Photo Tribute to Fang Theng HERE.

Thank you.

Linda Wong

Chair,  STEP Singapore


8 September 2017

Announcement

SUSTAINABLE FINANCE AND ESG - INTRODUCTORY PROGRAMMES FOR ALL FINANCE PROFESSIONALS

  1. In collaboration with the Institute of Banking and Finance Singapore (IBF), MAS is organising introductory workshops for all finance professionals on sustainable finance and ESG concepts. As sustainable finance gains more importance globally, it is important that our financial sector professionals are equipped with the right skills and knowledge in sustainable finance. The introductory programmes will provide general background on ESG risks, regional and global trends across the financial sector. For more info, refer to the links provided below.
  2. Please refer to the available programmes below:

    Programme Code

    Programme Title

    Next Programme Date

    P170616YQT

    Sustainable Finance and ESG

    15 Sep 2017

    P170425QYI

    Introduction to Sustainable Financing

    23 Oct 2017


4 July 2017
STEP Committee 2017 - 2018
We are pleased to announce the STEP Singapore Committee 2017-2018 as elected at our AGM on 29 June 2017:

Chairman

Wong Peck Ling Linda

Vice Chairman

Annette Sui

Treasurer

Ashley Ong

Secretary

Choi Heng Yen Lionel

Ordinary Member

Goh Seow Chee

Ordinary Member

Cathryn Lau Sook Ching

Ordinary Member

Chee Fang Theng



28 June 2017

REVISED AGENDA OF ANNUAL GENERAL MEETING OF THE SOCIETY

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 30th June 2016 (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 2016 - 31 March 2017.
  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. CONSTITUTIONAL AMENDMENTS
    The Constitution be amended as marked out in the  APPENDIX B (available to members only). Adoption of the proposed amendments is governed by clause 13.2 of the Constitution wherein a 2/3 majority of members present and the approval of the Registrar of Societies are both required.
  6. REAPPOINTMENT OF AUDITORS
    That Tassure Asia LLP be re-appointed as auditors of the Society for a further 1-year term.
  7. ANY OTHER BUSINESS
    a. Constitution
    b. Membership
    c. Council Representative
    d. Email correspondence between PD Director Nigel Race and one STEP Cert Student (identity redacted), forwarded by Mr Lee Chiwi

Chee Fang Theng (Ms)
Secretary, Society of Trust & Estate Practitioners (Singapore Branch)

(2016-2017)


Events Calendar

November 2017
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December 2017
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January 2018
S M T W T F S
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