Event Terms and Conditions

STEP reserves the right to amend or cancel this conference where the occasion necessitates. In the event of cancellation a full refund of any registration fee will be made but STEP shall accept no further liability. Prices may be subject to change. Your booking constitutes a legally binding contract. The delegate and firm are jointly and severally liable for payment of the fees due. The conference language is in English. 

International Bank and Credit Card Charges 
Please note international bank transfer charges and credit card charges may be applicable where payments are made from accounts outside the UK, subject to individual bank rates and charges.

Cancellations and Amendment Policy
All requests for cancellations and/or transfers must be received in writing
• Changes will become effective on the date of written confirmation being received.
• Cancellation charges will apply based on the cost of your booking (excluding any card processing fees and/or booking fees previously applied), as shown below:

Conference Bookings
15 calendar days or more - A full refund minus a 100 CAD administration fee will apply

Between 1 and 14 calendar days (inclusive) - No refund will be given

15 calendar days or more - A full refund minus a 100 CAD administration fee will apply

Between 1 and 14 calendar days (inclusive) - No refund will be given

Failure to attend - No refund will be given

Social Event Bookings
7 calendar days or more - a full refund will be given

Less than 7 calendar days - no refund will be given

May be made at any time provided the organisers are notified prior to the conference. Please note that if a non-STEP member attends in lieu of a STEP member the difference in fees will be charged. STEP does not permit split registrations and it is essential that each delegate is registered separately for the full event, social functions being optional. STEP has the right to refuse entry to the event if these terms are not met.

• In the event of there being insufficient numbers booked onto an event STEP reserves the right to cancel or postpone the event.

• In the event of a change of date or cancellation an event by STEP, we will endeavour to inform all delegates a week before the event is due to take place, although please be aware that this is not always possible. All event fees paid will be reimbursed in full, or the payment will be transferred in full to another STEP event. STEP shall not accept liability for any consequential loss and shall have no liability to reimburse any other costs that may have been incurred, including travel and accommodation

Payment must be made prior to the event. 

The Sponsors

Jersey Finance Pictet North America Advisors S.A. Rawlinson & Hunter Ministry of Financial Services - Commonwealth of the Bahamas IRI-The Marshall Islands Registry Bermuda Business Development Agency Abu Dhabi Global Market Bryn Mawr Trust Company of Delaware International Wealth Tax Advisors LOM Financial Miller Thomson LLP Touchstone WSFS Wealth - Christiana Trust Enhance Group Henley & Partners Invest Barbados Boslil Bank Limited Hull & Hull LLP Legacy Tax + Trust Lawyers Thorsteinssons LLP