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Friday 14th October 2022
Pomme D'Or Hotel
7.45 a.m. - 5.00 p.m.

Ticket prices
Member £195.00      

Non Member £270.00
Students £95.00

 

STEP SPONSOR PARTNERS

STEP Jersey relies on sponsorship to be able to put on our professional events.

The 2022 Conference is sponsored by the following businesses:

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Agenda

PROGRAMME

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2022 CONFERENCE SPONSORS

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STEP Jersey is grateful to the following sponsors for their support

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Prime Portfolio is a prime London mainly residential property agency based in Victoria. We invest on behalf of UK and international private clients in private homes and rental properties. Our director, John Vaughan, has been advising on the prime London market since 1990 and is amongst the most experienced London advisors. Our service is fully integrated comprising investment advice and acquisition services, letting, management, building construction, refurbishment and eventual sale. We also provide in-house accountancy services and have strong relationships with trusted legal, tax, finance, surveying and valuation professionals with whom we frequently work.

We let and manage, refurbish and sell, a substantial portfolio of London residential properties. 

To learn more visit www.primeportfolio.com

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Landytech is a London and Paris-based financial technology company empowering trust companies to unlock the power of their data.

It's solution, Sesame, is the trust reporting software that is rewriting the playbook for fiduciaries. Save time with automated bookkeeping and data consolidation. And take your investment monitoring and reporting to the next level with near real-time access to all portfolio data in one intuitive platform.

Landytech's founders have extensive finance experience in institutional asset management, and the company is backed by high-profile City professionals. That’s led to fast growth, with revenue and headcount doubling year-on-year after a successful Series A round, and award wins from HFM and WealthTech100.

For more information on how Sesame is shaping the future of trust book-keeping and investment monitoring, visit landytech.com.

Quilter Cheviot has a heritage that dates back to 1771.

As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping you invest for a lifetime of opportunities and challenges.

The Jersey office opened in 1973 and our offshore operation has proved very successful, particularly with private clients and professional intermediaries.

 

We are experts in many areas, with individuals and families trusting our expertise for generations.

 

To learn more visit www.quiltercheviot.com

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TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world.

We are a key part of our clients’ governance, with experts on the ground to make sure that all rules and regulations are adhered to and operational compliance is maintained.

We provide legal, financial and employee administration through TMF Group’s teams in 120 offices, in jurisdictions covering more than 92% of world GDP and 95% of FDI inflow.

We serve corporates, financial institutions, asset managers, private equity and real estate investors, and family offices.

To read more visit https://www.tmf-group.com/

TERMS AND CONDITIONS

BOOKINGS

Please read this section carefully

 

Registration: You will receive an email confirmation in advance of the conference, if you do not receive an email confirmation, please let us know. If you request an invoice this will be raised on receipt of your booking and our payment terms are 14 days. Payment of invoices can be made by BACS.

 

Cancellations: All cancellations must be made in writing. A fee of 100% will be levied in respect of any cancellation made less than 14 days prior to the commencement of the event. A fee of 50% will be levied for cancellations made between 21 and 14 days prior to commencement. A substitute delegate from the same firm can be named at any time.

 

STEP Jersey will levy a booking fee for paying by credit/debit card and/or raising an invoice. Booking fees are non-refundable. 

 

Special arrangements: If you have any special requirements, please inform us at the time of registration.

 

COVID-19 Update

The well-being and safety of the local community has always been, and always will be, the highest priority for the STEP Jersey branch. During this unprecedented time, STEP Jersey is proactively monitoring the status of the COVID-19 (Coronavirus) outbreak, and relying on facts presented by the Public Health Authority and the World Health Organization.

 

STEP Jersey will continuously monitor news, guidelines, and regulations that could impact the upcoming conference at short notice. Any changes or revisions to holding the conference as scheduled will be communicated to those who have registered and subsequently made known through all of STEP Jersey's communication channels.

Disclaimer

In the event that STEP Jersey postpones the Event, any payment the Delegate has made to STEP Jersey as at the date of postponement will be credited towards the rescheduled date. If the Delegate is unable to attend the rescheduled event or if STEP Jersey cancels the Event indefinitely, the Delegate shall be entitled to receive 100% refund of all sums paid to STEP Jersey.

Delegates are advised to take out the appropriate travel insurance.

STEP Jersey shall not be responsible for any loss or damage as a result of substitution, alteration, cancellation or postponement of an event due to an event of force majeure, unforeseen occurrence or any other event that renders performance of this event inadvisable, illegal, impracticable or impossible.

 

For purposes of these booking conditions an event of force majeure shall include but shall not be limited to: adverse weather, government restrictions and/or regulations; war or apparent act of war; terrorism or apparent act or threat of terrorism; civil disorder; disturbance and/ riots; curtailment; suspension and/or restriction on transportation facilities/means of transportation; or any other emergency or circumstances outside a party's reasonable control.

Terms
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