www.step.org/friends

Friends of STEPBecome part of the STEP community and information network

For those who have a keen interest in trust and estates and want to be kept at the cutting edge of developments within the industry. You can become a Friend of STEP if you are not eligible to join STEP via one of our membership routes.

Who should become a Friend of STEP?Individuals who are eligible to become a Friend of STEP include professionals working in:

What do I gain from becoming a Friend of STEP?• Discounts on advertising within the STEP Journal, our flagship publication. Friends of STEP

receive 20% discount off the rate card on one advert per year enabling you to reach our membership of over 18,500 wealth management professionals worldwide.

• Receive the STEP Journal, published ten times a year, which contains industry news, regulatory and taxation updates, recruitment, an events calendar and the latest developments for practitioners.

• An invitation to at least one STEP networking event per annum offering you the opportunity to network with some of the most influential and leading lights in the industry*

• Receive our twice-weekly, award-winning News Digest e-Newsletter, containing a roundup of relevant industry news from across the world.

• Receive the quarterly Stakeholder e-Newsletter, to keep you up-to-date with STEP developments, including: event news; policy updates; new publications, research reports and Special Interest Group news and updates.

How to become a Friend of STEPBecoming a Friend of STEP is easy; simply complete the form opposite and return along with your annual subscription fee of £150/$260/€185 /CHF250 to:

Post FAX EMAILSTEP Subscriptions +44 (0)20 7340 0501 step@step.orgArtillery House (South), 11–19 Artillery Row,London, SW1P 1RTUnited Kingdom

If you have any questions regarding becoming a Friend of STEP, please call +44 (0)20 7340 0500 or email step@step.org

Friends of STEP

www.step.org/friends

* STEP will send Friends of STEP an invitation to at least one event per year. There will not be a choice of events for you to select from.

• Auctioneers & Valuers• Business Development• Events• HR/Training• Information Technology • Marketing

• Medical Profession/Psychology • Policy/Government Affairs• PR/Communications• Recruitment• Surveyors/Land Agents

Title (e.g. Mr/Mrs)*: First Name and Initials*:

Family Name*: Gender: M F

Job Title*: Department*:

Degrees/Professional Designations:

Firm Name:

Business Address*:

PO Box Number: City/Town:

County/State/Province: Post Code/Zip Code:

Country: Tel Number (incl. area code):

Mobile/Cell number (incl. country code):

Work e-mail*: Home e-mail:

Job Role* (All subscribers must complete this section)

Auctioneers & Valuers Business Development Events HR/Training I.T.

Marketing Medical Profession/Psychology Policy/Government Affairs PR/Communications

Recruitment Surveyors/Land Agents Other (please specify)

Industry Sector* (All subscribers must complete this section)

Accountancy Banking Charity Events Agency Financial Planning

Insurance I.T. Legal Marketing/PR Agency Publishing

Recruitment Tax Training Company Trust Other (please specify)

Areas of Interest – Please tick all that you have an interest in from the list below:

Agricultural Property Anti Money Laundering Charities - Formation and Administration

Company Formations Company Management Compliance

Contentious Trusts & Estates Cross Border Estates Estate Administration & Accounting

Estate Planning Executorship & Probate Family Business

Family Office Administration Foundations Insurance

Investments Mediation Mental Capacity Issues

Philanthropy Probate Rural Family & Business Administration

Tax Investigations Tax Planning Trust Accounting

Trust Administration Trust Formation Will Writing

Regional Focus – Please tick all regions that you have a professional interest in:

Australia & Oceania Central America & The Caribbean East Asia

Europe Middle East & North Africa North America

South America South & Central Asia Sub-Saharan Africa

Friend of STEP Subscription Form

*Indicates mandatory field

Contact Details

Name of card holder:

Credit card number:

Card expiry date: Card start date:

Date:

Payment amount: £ Signature of cardholder:

Please send me a receipt Please note that incomplete applications or those without payment will not be processed

Annual Subscription Fee – £150/$260/€185 /CHF250

Payment options

I enclose a cheque for £150 drawn on a British bank/bankers draft/international money order made payable to STEP

Foreign currency cheque: I enclose a cheque for $260/€185 /CHF250 made payable to STEP

I authorise you to debit my Maestro/Visa/MasterCard/American Express (delete as appropriate)

NOTE: Credit Cards will be debited in pounds sterling at the rate of exchange used by your credit card provider.

Data Protection

The information you provide will be used by the Society, its subsidiary companies, STEP branches or approved agents for administrative purposes or as required by law. We will use your information to keep you up-to-date with news and developments in the industry, via both email and post. Our award-winning News Digest email provides you with an overview of current news articles and reports relevant to your practice and the STEP Journal provides news, trends and issues facing trust and estate practitioners; industry debate, incisive comment and thoughtful analysis; legislative developments and implications; technical briefings and taxation updates; book and product reviews; and listings of Society meetings and events for the months ahead.

We do not sell lists of Friends of STEP, but may pass your details on to local STEP branches acting on STEP’s behalf as well as third parties with whom STEP works closely, for example our education partner. This includes overseas companies based outside the European Union (for example, companies based in the US and Canada) to enable them to send you information about products and services that are relevant to you and are approved by STEP.

Please note that by submitting this subscription form, you will be indicating your consent to receiving such messages by email and/or post from STEP, local STEP branches and other third parties approved by STEP. If you do not want to receive this kind of information from STEP and/or third parties, please let us know by ticking the relevant box below.

I do not wish to receive mailings from STEP relating to products and services that are relevant to Friends of STEP.

I do not wish to receive emails from STEP relating to products and services that are relevant to Friends of STEP.

I do not wish to receive mailings (including emails) from third parties approved by STEP relating to relevant products and services.

If you would like further information on how STEP uses your personal information please refer to our Privacy Policy which can be found on our website, or contact us at step@step.org

Terms & Conditions

I confirm the details given in this application form are correct.

I confirm that I am not currently eligible to become a member of STEP through one of the membership routes.

I confirm that I do not currently practise as a trust and estate advisor.

I understand that STEP can terminate my Friend of STEP status at any time should the above be found to be incorrect.

Signed Date:

Please Note: The Friend of STEP scheme applies only to individuals, not companies. There are no designatory letters or membership logos for Friends of STEP. Only members of STEP can use the designation TEP, use the STEP logo, vote at general or branch meetings or stand for election to Council. Find out if you are eligible to become a full member of STEP at www.step.org/joining

How did you hear about STEP?

STEP Member/Student Colleague/Employer STEP Journal

STEP Event Central Law Training Industry Publication (please specify)

STEP Email STEP Website STEP Branch (please specify)

Other (please specify)