Membership

STEP Jersey

Please select the branch/chapter
STEP Anguilla
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STEP New South Wales
STEP New York
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STEP Okanagan
STEP Orange County
STEP Ottawa
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STEP San Francisco
STEP Scotland
STEP Seattle
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STEP Silicon Valley
STEP Singapore
STEP South America
STEP South Australia
STEP Spain
STEP St Lucia
STEP Suffolk and North Essex
STEP Surrey
STEP Sussex
STEP Tasmania
STEP Tel Aviv Centre
STEP Texas
STEP Thames Valley
STEP Toronto
STEP Turks and Caicos Islands
STEP Vaduz Centre
STEP Vancouver
STEP Victoria
STEP Wales
STEP West of England
STEP Western Australia
STEP Winnipeg
STEP Wyoming
STEP Yorkshire
STEP Zurich Centre

Our sponsors

Jersey sponsors

The Jersey Branch of STEP, which was established in 1993, is one of the largest and most active in the world. The Branch is run by a committee of twelve professionals drawn from across the island’s wealth management industry. They are supported by an administrator and a PR consultant.

See Jurisdictional Report

About us

Our sponsors

Jersey sponsors

The Jersey Branch of STEP, which was established in 1993, is one of the largest and most active in the world. The Branch is run by a committee of twelve professionals drawn from across the island’s wealth management industry. They are supported by an administrator and a PR consultant.

As an offshore jurisdiction the Branch recognises the importance and value of exposing its membership to outside expertise so provides monthly CPD seminars and an annual day-long international conference which form the centre piece of the branch’s activities. These events are also open to non-members. STEP Jersey is supported in its work by sponsors from across all sectors of the wealth management industry both in the island and nationally.

At any one time some 300 of the 1,200 members of the Jersey Branch are typically studying towards their STEP qualifications. In order to support them, a half-day student conference is held annually focusing particularly on subjects connected to the study programme. Launched in 2006, the STEP Jersey Student Awards scheme rewards those students who excel in their professional exams with prizes awarded to people who achieve the highest marks in the various papers. These are presented at an annual black tie dinner. One member of the committee is designated Student Liaison Officer and is available to answer any queries that may arise during the course of a student’s period of study.

Members of the Branch Committee sit on a number of STEP Worldwide boards and committees contributing to the ongoing development of the Society’s aims and objectives. Members are also active locally through the Branch’s links with other professional organisations within the island such as the Jersey Association of Trust Companies, Jersey Finance Limited, Trust Law Working Party and others. The Committee meets ten times a year.

The Branch Committee keeps in touch with its membership through regular emails and a twice-yearly newsletter that informs them about forthcoming events and any other matters of interest.

Branch Officers

Join

To become a full STEP member within this jurisdiction you can apply through our Diploma Route or Qualified Practitioner Route. Our certificates lead to affiliate membership of STEP.

STEP Certificate in International Trust Management

Suitable for those with no experience or qualifications. More...

STEP Diploma in International Trust Management

A recognised professional qualification suitable for those with minimum experience and/or no qualifications. More...

Qualified Practitioner Route

A route to Full STEP membership for trust and estate practitioners who have established themselves in the field. Applicants join initially as a student member. More...

STEP Certificate Series

STEP Certificates all provide a route to study the STEP Diploma or become an affiliate of STEP. Applicants join initially as a student member. More...

Resources