WHEN
Monday 27 and Tuesday 28 NOVEMBER 2023
   
WHERE
FOUR SEASONS HOTEL DES BERGUES GENEVA
   

TOPIC

AN INTRODUCTION TO TRUSTS
DESCRIPTION

Our annual two-day training course will be held in person in Geneva. The course is designed to provide practical instruction for persons working in the banking, financial, trust and fiduciary sectors in Switzerland. It will be of interest to people with relatively little or no experience of trusts, who wish to gain a more comprehensive knowledge of the subject.  This is likely to include those who have become involved with trusts in some capacity, perhaps as a protector, in a family office or as an investment adviser.
The course will be run by experienced STEP members who will concentrate on the practical aspects of trustformation and administration and related estate planning issues. Comprehensive documentation will be supplied and there will be plenty of opportunity for participants to interact with the trainers and each other. The language of the course will be English but questions and answers may also be in French.
   
FEE CHF 1,500 per person for the complete course, including lunch and refreshments on both days. This will be reduced to CHF 1,250.- where 2 or more applicants register from the same company or institution.
   
CERTIFICATE Participants who attend the whole course will receive a certificate of attendance
   
REGISTRATION        
PLEASE SEND A MESSAGE TO STEP SECRETARIAT WHO WILL REGISTER YOU AND SEND YOU AN INVOICE
   
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PROGRAMME

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