About STEP Suisse-Romande
The Suisse-Romande branch of STEP, the Society of Trust and Estate Practitioners, was formed in Geneva in 1992 to assist professionals maintain the highest standards in serving their clients, and to further the objectives of the worldwide STEP organisation.
It was converted to a formal association in 2004, registered at the Geneva Register of Commerce.

The Suisse-Romande Association currently has over 280 full members and holds monthly luncheon meetings addressed by experts in the many areas of interest to trust and estate professionals. In addition, one- and two-day conferences and training sessions are held from time to time. Information about forthcoming meetings, conferences and training sessions is on the Meetings page.

STEP is a company limited by guarantee and its registered office is at St James’s Court, Brown Street, Manchester M2 2JF, England.

Student members and the Student Observer Programme
In addition to the full members, the branch has over 160 student members and a further 146 foundation members, and the branch committee appoints from time to time a student observer to communicate students' wishes and concerns to the committee. Information on becoming a student member of STEP is on the Membership page.

The objectives of the worldwide STEP organisation
STEP is established for the following objectives relating to those working in the fields of trusts and estates:

(a)   To raise the public profile of trust and estate work as a profession in its own right.

(b)   To provide a forum for individuals drawn from the legal, accountancy, corporate trust and related professions whose occupation includes a significant involvement, at a specialist level, with any of the planning, creation, management of and accounting for, trusts and estates, executorship administration and related taxes.

(c)   To discuss aspects of tax, accounting, administration, statute and case law which are of general concern.

(d)   To advance knowledge and learning in respect of trusts, estates and allied subjects; and encourage and promote the study of trusts and estate practice and to educate members of the public including practitioners.

(e)   To organise and hold conferences, meetings and assemblies to provide a forum for the discussion and dissemination of relevant information and data to promote a better understanding of the practical aspects of the foregoing.

(f)   To undertake research and make suggestions and representations of a technical (strictly non-political) nature to governmental and other persuasive bodies to promote a better understanding of the foregoing and to improve the law relating to and practice of trusts and estates.

(g)   To maintain requisite standards for practitioners by way of education and training; and to organise and hold appropriate examinations and issue qualifications.

(h)   Generally to participate at local level, by and through both social and technical events organised by branches. In particular, members may meet people engaged in similar work to themselves drawn from different firms and professions, to discuss matters of common interest and to learn how such matters are viewed from different perspectives.

Copyright
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