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.


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

21 June 2018

STEP (Singapore) AGM - Nominations for election to Committee 2018/2019

Dear Members,

At the close of the time to receive nominations for election to the committee for the year 2018/2019, the following nominations for election for the post of office bearers and members of the Committee were received:-

No.

Person Nominated (alphabetical by surname)

Proposer

Seconder

Position (if any nominated for)

1

Chan Ee Lin

Sim Bock Eng

Derek Too

Ordinary Member

2

Choi Heng Yen Lionel

Valerie Wu

Chan Ee Lin

Vice-Chairman

3

Lee Chiwi

Ang Kim Lan

Julie Teo

Ordinary Member

4

Serene Lim

Chan Ee Lin

Sim Bock Eng

Ordinary Member

5

Ashley Ong

Choi Heng Yen Lionel

Serene Lim

Treasurer

6

Sim Bock Eng

Derek Too

Ashley Ong

Secretary

7

Derek Too

Sim Bock Eng

Chan Ee Lin

Ordinary Member

8 Valerie Wu Serene Lim Sim Bock Eng Chairman

 

As there are 4 nominees for the maximum of 3 Ordinary Committee member positions, elections will be held at the AGM for the 3 Ordinary Committee member positions

Mr Lionel Choi 

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


 
19 June 2018
 

NOTICE OF CHANGE OF VENUE OF STEP (SINGAPORE BRANCH) ANNUAL GENERAL MEETING (Thursday, 28 June 2018, 5.00pm)

Notice is hereby given that due to unavoidable logistical reasons,

the Annual General Meeting scheduled to be held at 1 Marina Boulevard, NTUC Centre, Level 9, Room 903, S 018989 on 28 June 2018 at 5.00pm

will now be held at Royal Palm Ballroom, 6 Eu Tong Sen Street, #04-85, The Central (Clarke Quay), Singapore 059817 on the same date and at the same time.

Members are hereby informed to attend the Annual General Meeting at:

Royal Palm Ballroom, 6 Eu Tong Sen Street, #04-85, The Central (Clarke Quay), Singapore 059817 on 28 June 2018 at 5.00pm.

All other details of the Notice of Meeting previously issued remain unchanged.

Accordingly the venue of the pre-AGM seminar on “The Impact of the 2018 US Tax Reforms on Global Investments”

will also be held Royal Palm Ballroom, 6 Eu Tong Sen Street, #04-85, The Central (Clarke Quay), Singapore 059817 from 3.00pm.

Members who have RSVPed for the AGM and/or registered for the pre-AGM seminar will also be specifically informed of the venue change by the Secretariat.

 

Choi Heng Yen Lionel
Secretary, Society of Trust & Estate Practitioners (Singapore Branch)

(2017-2018)


 
1 June 2018

     

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

WILL BE HELD AT

1 MARINA BOULEVARD, NTUC CENTRE, LEVEL 9, ROOM 903, S 018989

ON 28 JUNE 2018 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 29th June 2017 (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 2017-31 March 2018.
      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 attached 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 voting 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

Choi Heng Yen Lionel
Secretary, Society of Trust & Estate Practitioners (Singapore Branch)

(2017-2018)


15 February 2018

Chairman’s Message

Happy Chinese New Year to all members!

2018 marks the auspicious year of the earth dog. It symbolises stability, piousness and lots of business activities and hard work. As in all business people, we each look for steady growth in our businesses, we hope for loyalty in our employees, business associates and clients and we have to work hard to achieve these. There are many offers of outlook and predictions for the year 2018 and everyone hopes to achieve the best.

To kick start the festivities, a sumptuous Chinese New Year “Lo Hei” luncheon was organised on 8 February 2018 at Dragon Bowl Restaurant, where 60 people attended it. Everyone was in a festive mood, with majority dressed in bright colours, which made the networking and atmosphere during the luncheon fantastic. There were a couple of members who were participating in their first ever “Lo Hei”. We welcome them and hope they enjoy our culture.

Chinese New Year is just around the corner, and many would have started preparations to either have a big celebration in Singapore or be heading back to their respective home towns for the celebrations. With that, the STEP Singapore committee and Secretariat wishes all members, Peace, Joy, Good Health and Prosperity for the year 2018.

Linda Wong

Chair,  STEP Singapore


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


Events Calendar

November 2018
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December 2018
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January 2019
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