Our annual two-day training course will be held in person in Geneva on 28-29 November 2022 at the Hotel Metropole. 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.  It will also be of interest to 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 trust formation 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.

Dates:             Monday 28th November & Tuesday 29th November 2022

Venue:            Swissôtel Métropole, 34 Quai Général Guisan, Geneva,

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.


If you have any questions or you would like to register, please don’t hesitate to contact STEP Geneva secretariat: Larisa Udalyagina  secretariat@step-geneva.org

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