Please note that with effect from 1st September 2016, the Secretariat office will move to 6 Eu Tong Sen Street, #05-07, Clarke Quay Central, Singapore 059817.  Please update your records accordingly.


Welcome to STEP Singapore!

The Society of Trust and Estate Practitioners (Singapore) is the local branch of the international Society of Trust and Estate Practitioners, a unique professional body providing members with a local, national and international learning and business network. It was set up on 29 January 1997.

STEP Singapore provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.


28 June 2017

REVISED AGENDA OF ANNUAL GENERAL MEETING OF THE SOCIETY

To receive, consider and, if thought fit, to adopt the following:
  1. ADOPTION OF MINUTES OF THE LAST AGM
    That the Minutes of the Annual General Meeting held on 30th June 2016 (attached as APPENDIX A - available to members only) be accepted by members of the Society.
  2. UPDATE ON PAST AND UPCOMING ACTIVITIES OF THE SINGAPORE BRANCH
  3. FINANCIAL STATUS OF SOCIETY
    Presentation and approval of the accounts for the period 1 April 2016 - 31 March 2017.
  4. ELECTION OF OFFICE BEARERS
    That office bearers of the Society be elected for the forthcoming one-year period from the date of this AGM.
  5. CONSTITUTIONAL AMENDMENTS
    The Constitution be amended as marked out in the  APPENDIX B (available to members only). Adoption of the proposed amendments is governed by clause 13.2 of the Constitution wherein a 2/3 majority of members present and the approval of the Registrar of Societies are both required.
  6. REAPPOINTMENT OF AUDITORS
    That Tassure Asia LLP be re-appointed as auditors of the Society for a further 1-year term.
  7. ANY OTHER BUSINESS
    a. Constitution
    b. Membership
    c. Council Representative
    d. Email correspondence between PD Director Nigel Race and one STEP Cert Student (identity redacted), forwarded by Mr Lee Chiwi

 

Chee Fang Theng (Ms)
Secretary, Society of Trust & Estate Practitioners (Singapore Branch)

(2016-2017)


22 June 2017

Dear Members,

At the close of the time to receive nominations for election to the committee for the year 2017/2018, the following nominations for election for the post of office bearers and members for the committee were received:-

No.

Person Nominated (alphabetical by surname)

Proposer

Seconder

Position (if any nominated for)

1

Chee Fang Theng

Linda Wong Peck Ling

Choi Heng Yen Lionel

Ordinary Member

2

Choi Heng Yen Lionel

Linda Wong Peck Ling

Chee Fang Theng

Secretary

3

Goh Seow Chee

Linda Wong Peck Ling

Chee Fang Theng

Ordinary Member

4

Cathryn Lau Sook Ching

Linda Wong Peck Ling

Chee Fang Theng

Ordinary Member

5

Ashley Ong

Linda Wong Peck Ling

Chee Fang Theng

Treasurer

6

Annette Sui

Linda Wong Peck Ling

Chee Fang Theng

Vice-Chairman

7

Linda Wong Peck Ling

Chee Fang Theng

Choi Heng Yen Lionel

Chairman

 

Chee Fang Theng (Ms)

Secretary, Society of Trust & Estate Practitioners (Singapore Branch)

(2016-2017)


 
1 June 2017

     

NOTICE IS HEREBY GIVEN THAT THE ANNUAL GENERAL MEETING OF THE SOCIETY

WILL BE HELD AT

1 MARINA BOULEVARD, NTUC CENTRE, LEVEL 9, ROOM 903, S 018989

ON 29 JUNE 2017 AT 5.00PM

AGENDA


To receive, consider and, if thought fit, to adopt the following:

  1. ADOPTION OF MINUTES OF THE LAST AGM
    That the Minutes of the Annual General Meeting held on 30th June 2016 (attached as APPENDIX A - available to members only) be accepted by members of the Society.
  2. UPDATE ON PAST AND UPCOMING ACTIVITIES OF THE SINGAPORE BRANCH
  3. FINANCIAL STATUS OF SOCIETY
    Presentation and approval of the accounts for the period 1 April 2016 - 31 March 2017.
  4. ELECTION OF OFFICE BEARERS
    That office bearers of the Society be elected for the forthcoming one-year period from the date of this AGM.
  5. CONSTITUTIONAL AMENDMENTS
    The Constitution be amended as marked out in the  APPENDIX B (available to members only). Adoption of the proposed amendments is governed by clause 13.2 of the Constitution wherein a 2/3 majority of members present and the approval of the Registrar of Societies are both required.
  6. REAPPOINTMENT OF AUDITORS
    That Tassure Asia LLP be re-appointed as auditors of the Society for a further 1-year term.
  7. ANY OTHER BUSINESS

Nomination Procedure

In accordance with Article 8.3 of the Society’s Constitution, “The Secretary shall, no later than twenty-one (21) days before the day appointed for the Annual General Meeting, invite members in writing, to nominate candidates for the posts of office-bearers and members of the Committee, and make available a nomination form, for such purposes.  The nomination form shall be as agreed by the Committee and posted on the web-site.”

In accordance with Article 8.4, “Nominations shall be made on the nomination form referred to in Clause 8.3 hereof. Each nomination form shall be delivered to the Secretary no later than seven (7) days before the day appointed for the Annual General Meeting.”  A copy of the Nomination Form is enclosed.

In accordance with Article 7.8 of the Association’s Constitution, “Any member who wishes to place an item on the agenda of a General Meeting may do so provided he gives notice to the Secretary one week before the meeting is due to be held.”  Should any member have any other matters to be raised, please notify the Secretariat no later than 6.00pm on Thursday, 22 June 2017 so that the matter can be circulated to members in sufficient time prior to the AGM. 

To facilitate the catering and seating arrangements, please complete the REPLY FORM (DOWNLOAD HERE).

DATED THIS 1st  Day of June 2017

Chee Fang Theng (Ms)
Secretary, Society of Trust & Estate Practitioners (Singapore Branch)

(2016-2017)

 

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