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STEP Certifi cate in Foundations


Enabling professionals involved in the wealth planning industry to understand, establish and administer foundations


Several international fi nancial centres have introduced or plan to introduce legislation recognising the foundation concept in the coming years. This presents an opportunity for international wealth management professionals to add to the options they can offer to potential clients.


Completing the certifi cate will enable you and your organisation to:


• Demonstrate to local regulatory authorities your competence with foundations


• Expand your business and attract a greater variety of clients


• Follow best practice in creating a foundation


• Manage risk eff ectively by ensuring procedural diff erences between foundations and trusts are preserved


• Off er a more sophisticated wealth planning service to your clients


View the syllabus and enrol at www.step.org/pd or www.cltint.com/stepcertfoundations


A qualifi cation for practitioners worldwide


YOUR INVITATION TO A PRIVATE VIEWING


Nerine continues to evolve Trust | Professionalism | Discretion | Integrity | Longevity


For an insight into what we do for our clients, please visit our website: www.nerine.com


GUERNSEY | BRITISH VIRGIN ISLANDS | HONG KONG | INDIA | SWITZERLAND


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