STEP Mauritius Conference 2017

Delegate Fee

STEP Members: USD 400
Non-Members: USD 500

Full Conference Agenda (PDF 7MB)

Topics include:

  • Using an insurance wrapper and retirement fund for estate planning
  • Family office – New opportunities
  • Fiduciary solutions for South Africans
  • Funding offshore trusts - New tax considerations for South Africans
  • Considerations in setting up trusts for HNW Mauritians
  • Foundations – Vehicle of choice for civil law HNWIs. Is there an opportunity for Mauritius for West Africa?
  • Trust and estate planning for HWN Indians and NRIs
  • The New India-Mauritius DTA
  • An ageing world – How do we protect the elderly?
  • Impact of CRS on trusts
  • Exchange of information – Recent developments
  • Exclusive jurisdiction clauses in trust deeds
  • Special Voluntary Disclosure Program for South Africans - Implications for Mauritian and international trustees
  • Impact of BEPS on tax planning
  • Tax amnesty in South Africa – Implications for Mauritian trustees
  • New IBC Act in Seychelles
  • Fiduciary services to African clients and its risks


  • Hon. Dharmendar Sesungkur, Minister of Financial Services, Good Governance and Institutional Reform, Mauritius
  • Patricia Wass TEP, Worldwide Chair, STEP

Speakers include:

  • Assad Abdullatiff TEP, Axis Fiduciary, Mauritius
  • Amal Autar TEP, Chair, STEP Mauritius
  • Wasoudeo Balloo TEP, KPMG, Mauritius
  • Dr Mitil Chokshi, Chokshi & Chokshi, India
  • Dan Foster TEP, Webber Wentzel, South Africa
  • Harry Joffe TEP, Chair, STEP Johannesburg
  • Andrew Knight TEP, Maitland, Luxembourg
  • Patrick Matu, Control Risks East Africa, Kenya
  • Ammar Oozeer, BLC Chambers, Mauritius
  • Douglas Peters TEP, Monoeci Management SAM, Monaco
  • Janette Powell TEP, Chair, STEP Seychelles
  • Rajesh Ramloll, Chairman, IFA Mauritius
  • Harvesh Seegoolam, CEO, Financial Services Promotion Agency, Mauritius
  • Rajesh Simhan, Nishith Desai Associates, India
  • Anthea Stephens TEP, Chair, STEP Cape Town
  • Johan Van Wyk, Cantiliver Fiduciary, South Africa
  • Hugo Van Zyl, FNB Fiduciary, South Africa

Accredited for 13.25 hrs CPD Mauritius Qualification Authority (MQA) 

For conference queries please contact: Amal Autar TEP, Chair, STEP Mauritius

Hotel bookings:
Special rate for conference attendees at the Hilton Mauritius Resort & Spa.
For details, contact Rosabelle Fanny, Groups, Conference & Events Sales Manager, quoting “STEP Conference 2017”.
T: +230 403 1000 D: +230 403 1057 F: +230 403 1036