WEDNESDAY, 05 NOVEMBER 2025 | 08:45 - 17:00
REPETITION: Regulatory Training for Trustees 2025
Repetition of the seminar "Regulatory Training for Trustees January 2025"
We look forward to repeating the successful course from January in November 2025:
This one day course has been designed for qualified managers, risk managers and compliance officers of FINMA regulated trustees and portfolio managers to comply with the requirement for continuous training
It will also be possible to join for the afternoon session only (relevant for all employees/starting 13.30). You will receive a folder with documention and a certificate of attendance will be provided.
Programme
We are looking forward to welcome you to this course.
STEP Committee
Date
WEDNESDAY, 05 NOVEMBER 2025 | 08:45 - 17:00
Venue
Personalrestaurant Piazza UBS Uetlihof
Uetlibergstrasse 231 / 1st floor / Patino
8045 Zürich
SCHWEIZ
link to venue
Registration by
TUESDAY, 04 NOVEMBER 2025
CPD
8 hours towards CPD obligation
Fee
Cancellation
Cancellations must be received within 2 working days of the date of the Seminar and will be subject to an administration charge of CHF 50. After this time no refund will be given. Substitutions may be made at any time.
Programme
MORE STEP EVENTS
All
Zurich
Vaduz
Lugano
Lucerne/Zug
Basel
All
January
February
March
April
May
June
July
August
September
October
November
December
Thursday, 18 September 2025
AGM Annual General Meeting STEP Lugano
Monday, 22 September 2025
EGM Extraordinary General Meeting STEP Zurich
Tuesday, 23 September 2025
Private Trust Companies und Dedicated Trust Companies in der Schweiz – Eine Einordnung aus regulatorischer Sicht
Thursday, 25 September 2025
NextGen Conference - Tax, Trusts & Tech in a Shifting Landscape
Monday, 29 September 2025
Trust Accounting and Auditing Seminar - Level II
Wednesday, 01 October 2025
STEP Lugano / REGULATORY TRAINING PER TRUSTEES, GESTORI PATRIMONIALI E PROFESSIONISTI 2025
Wednesday, 01 October 2025
Not “Either – Or”: How Bankers and Lawyers Use PPLI to Complement Trusts in Cross-Border Planning
Thursday, 30 October 2025
Motive Defences: Shielding UK settlors and Beneficiaries from income and gains
Wednesday, 05 November 2025
REPETITION: Regulatory Training for Trustees 2025
Tuesday, 11 November 2025
Private Trust Companies and Dedicated Trust Companies
Thursday, 13 November 2025
NextGen speed-mentoring event
Introduction to Trusts 2026
Swiss & Liechtenstein STEP Federation ALPINE CONFERENCE 2026
[13] RESULTS
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