ROLL CALL: 2020 TEPs

NAME BRANCH ORGANISATION

Tariq Aboobaker STEP Singapore Amicorp Trustees (India) Pvt. Ltd

Kathryn Abraham STEP Jersey HSBC Bank PLC

Saul B. Abrams STEP Mid Atlantic Abrams Law PLLC

Lisa Ahern STEP Ireland Crowe Horwarth

Jennifer Aldwell STEP Ireland

Christopher Alford STEP Isle of Man Utmost Wealth Solutions Ltd

Amber Aliu STEP City of London Trident Trust Company (UK) Ltd

Stefania Allegro STEP Italy Family Office Padova

Deborah Allen STEP Thames Valley Haines Watts LLP

Kirsty Allen STEP North East and Cumbria Clarke Mairs LLP

Nicola Allison STEP London Central Taylor Wessing LLP

Nadia Almeida STEP Jersey Rawlinson & Hunter

Tahir Amlani STEP Vancouver RBC Royal Trust

Joseph Anderson STEP South Australia Mellor Olsson

Nasser Gamal Angullia STEP Singapore HSBC Private Banking

Zina Antoniou STEP Cyprus Anna Grigorieva & Co LLC

Nadia Araujo STEP Brazil Nadia de Araujo Advogados

Frederic Arduino STEP Geneva Dominion Fiduciary Services

Lorenzo Arienti STEP Italy SIFIR Fiduciaria

Jamar Arthur-Selman STEP Barbados Centralis (Barbados) Ltd.

Nina Auchoybur STEP Arabia Ocorian Corporate Services (DIFC) Ltd

Mathieu Audy STEP Montreal Valeurs mobilières Banque Laurentienne (VMBL)

Antoine Aylwin STEP Montreal Fasken Martineau

Alexander Bainov STEP Winnipeg Contrast Law

Suzanna Baker STEP London Central Osbornes Solicitors LLP

Giampaolo Balas STEP Italy STBLEX

Gavin Ball STEP Bristol APS Legal & Associates

Lisa Barca STEP New South Wales Coleman Greig Lawyers

Lyn Barry STEP Ireland Deloitte

ROLL CALL: 2020 TEPs STEP is delighted to announce that over 600 of our members achieved TEP status in 2020. Full Member status – achievable via three routes – allows exclusive use of the TEP designation and STEP logo, enhancing members’ profile in the industry and promoting their specialist knowledge to both clients and colleagues.

The Society of Trust and Estate Practitioners is a company limited by guarantee incorporated in England and Wales. Registered number: 2632423. Registered Office: Artillery House (South), 11-19 Artillery Row, London SW1P 1RT United Kingdom.

https://www.step.org/join-us/becoming-member#gsc.tab=0


ROLL CALL: 2020 TEPs Page 2


Elena Battiloro STEP Italy Ernst & Young

Tanya Beattie STEP Kent Martin Tolhurst Solicitors

Mario Beck STEP Austria Liechtensteinische Landesbank

Kirsty Bell STEP Scotland Turcan Connell

Tara Benham STEP Vancouver Grant Thornton LLP

Carlo Bertoncello STEP Italy Carlo Bertoncello

Saundra Beynon STEP Toronto Mercer & Mercer

Sanjana Bhatia STEP Toronto Sun Life Financial

Emma Bhuttae STEP Beds Bucks and Herts Shoosmiths LLP

Emanuele Biancheri STEP Italy Family Strategy

Mirko Bianchi STEP Italy Generale Fiduciaria S.p.A.

Stefano Bianchi STEP Lugano Centre Capital Trustees SA

Arash Bidhendi STEP South Australia Precision Legal

Sarah Bills STEP Geneva ILS Fiduciaries (Switzerland) Sarl

Shi Bing STEP China Shanghai Fuhe Chenghui Enterprise Management Consulting Co., Ltd

Jill Bone STEP Vancouver TD Wealth

Roberto Bonomi STEP Italy Studio Legale Withers

Marfo Bonsu STEP Toronto

Xuan Yu Boo STEP Singapore Standard Chartered Trust (Singapore) Ltd

Anastasia Bouch STEP London Central Mishcon de Reya LLP

Katrina Bourton STEP Bristol Michelmores LLP (Bristol)

Shanell Bowe STEP Bahamas Integritas Trust Company Limited

David Bradley STEP Essex Mint Consultancy & Accounting Services Ltd

Ben Branson STEP Bristol Azets

Angela Brischetto STEP New South Wales Aubrey Brown Lawyers

Craig Brolly STEP Jersey Apex Financial Services (Jersey) Ltd

Shane Brown STEP Vancouver Thorsteinssons LLP

Philip Brunner STEP Zurich Centre IAP Investment & Trust Services AG

Laura Brutti STEP Bristol WBW Solicitors

Vivian Bu STEP Vancouver Danq International Consulting

Joleen Buchsbaum STEP Vancouver RBC Royal Trust

Christopher Bull STEP Central Southern Wilsons Solicitors LLP

Svitlana Burlakova STEP Arabia Vistra (UAE) Ltd

Theo Burrows STEP Bahamas Graham Thompson Attorneys

Gaihuan Cai STEP China China Charity Alliance

Shirley Calleja STEP Malta Bentley Trust (Malta) Ltd

Angela Calnan STEP Guernsey Collas Crill

Massimiliano Campeis STEP Italy Studio Avvocati Campeis

Sarah Care STEP Kent Creaseys LLP

Akua Carmichael STEP Toronto Dale & Lessmann LLP

Chloe Carnachan STEP Guernsey Carey Olsen (Guernsey) LLP

ROLL CALL: 2020 TEPs




Craig Carre STEP Guernsey Equiom (Guernsey) Ltd

Rosemary Carreras STEP New South Wales Coleman Greig Lawyers

Rachel Carrington-Matthews STEP Thames Valley Hedges Law Limited

Danielle Carter STEP Toronto Baker Tilly KDN

William Cason STEP Norwich and Norfolk Hansells Solicitors

Burton Chalwell STEP British Virgin Islands BVI Financial Services Commission

Adrian Chambers STEP East Midlands Seatons Solicitors

Sherlynn Chan STEP Hong Kong

Nga Shan Chan STEP Hong Kong

Chi Fung Wesley Chan STEP China Bank of Montreal

Dong Rong Tonia Chan STEP Hong Kong

James Chappell STEP Gloucestershire and Wiltshire Bespoke Tax Accountants

Amy Chen STEP Calgary KPMG LLP

Linson Chen STEP Vancouver RGF Integrated Wealth Management

Geoff Chen STEP Vancouver TD Wealth

Lijun Chen STEP China Shanghai Chengpin Enterprise Limited

Cherie Chen STEP Toronto Invesco Canada Ltd

Yuen Yan Cheng STEP Hong Kong Tricor Hong Kong

William Cheung STEP Hong Kong Herbert Smith Freehills

Jaspal Chhokar STEP Beds Bucks and Herts Chhokar & Co Solicitors

Jerry Cho STEP Singapore KPMG Law Firm

Lorna Christine STEP Scotland Thorntons Law LLP

Jennifer Chu STEP Vancouver MD Private Trust Company

Roman Cincelli STEP Zurich Centre Baker McKenzie Zurich

Anne Clancy STEP Ireland Patrick J McEllin & Son

Lauren Clarke STEP Surrey Charles Russell Speechlys LLP

Scott Clay STEP Bermuda Bermuda Monetary Authority

Emily Clough STEP Vancouver Clark Wilson LLP

Christopher Coffey STEP Sussex TC Group

Thomas Cole STEP Geneva JTC (Suisse) Sa

Michael Colyer STEP Yorkshire Colyer Associates

Ryan Conlon STEP Manchester Trident Tax

Thomas Connock STEP London Central Taylor Wessing LLP

Miranda Cook STEP Vancouver RHN CPA

Tom Cooke STEP Scotland Johnston Carmichael (Scotland) Ltd

Kristin Cooper STEP Toronto TD Wealth

Charlotte Cooper STEP City of London Moon Beever

Alexandre Cote-Leblanc STEP Montreal

Harriet Cracknell STEP Norwich and Norfolk PFG Wills and Lifetime Planning

Jordan Crampton STEP Southwestern Ontario CIBC Wood Gundy

Elizabeth Crawford STEP West of England Wollens




Laura Cropley STEP Kent Thackray Williams LLP

Diego Cuccù STEP Italy Studio Legale & Tributario Avv. Diego Cuccu

Sherrie Dai STEP China Vistra (Shanghai) Ltd

Domenico Damascelli STEP Italy Tassinari & Damascelli Studio

Susan Ann Darlington STEP Manchester Bromleys Solicitors LLP

Lucie Davey STEP Isle of Man Zedra Isle of Man

Jennifer Davie STEP Scotland Murray Taylor CCA

Joe Davies STEP Scotland Gilson Gray LLP

Brandon Davies STEP Southwestern Ontario Richardson Wealth

Caroline Davies STEP London Central The Financial Ombudsman Service

Natasha Davis STEP Orange County Comerica

Sarah Dawson STEP Cambridge Hunt & Coombs

Michael Deepwell STEP Vancouver Lamp Financial Inc

Priska Del Don STEP Zurich Centre HSBC Private Bank (Suisse) SA

Conor Delaney STEP Geneva Accuro Trust (Switzerland) SA

Rachael Delaney STEP Scotland Blackadders LLP

Stefano Delle Monache STEP Italy University of Padova

Connie den Hollander STEP Saskatchewan Knott den Hollander

Tariq Dennison STEP Hong Kong GFM Group Limited

Graeme Dickson STEP Scotland Thorntons Law LLP

Kathryn Dioth STEP Hong Kong

Kathryn Donnan STEP New South Wales de Groots Wills & Estate Lawyers

Lesley Donsky STEP Toronto RBC Royal Trust

Datan Dorot STEP Miami Dorot & Bensimon Pl

Cieran Downes STEP City of London Regent Dow Wealth Ltd

Thomas Downward STEP Isle of Man Abacus Trust Company Ltd

Catherine Doyle STEP London Central Mishcon de Reya LLP

Julie-Ann Doyle STEP Jersey Valla Ltd

Peng Du STEP Montreal WJDS-Times CPA Inc

Tracy Duff STEP Saskatchewan Skye Planning Group Inc

Hannah Duguid STEP Scotland Turcan Connell

Brandon Durant STEP Ottawa Desjardins Financial Security Brandon Durant Financial Management Inc

Michael Dutra STEP Toronto Investors Group

Stephan Edgecombe STEP Bahamas The Bank of Nova Scotia Trust Company (Bahamas) Ltd

Thurl Edwards STEP Bahamas J.P. Morgan Trust Company (Bahamas) Ltd

James Edwards STEP City of London Auxilium Tax

Harriet Edwards STEP London Central Russell-Cooke LLP

Brenda Edwards STEP Calgary Passages Law

Laura Edwards STEP Bournemouth Humphries Kirk LLP

Kezia Elizee Gomez STEP British Virgin Islands Harneys

Jordan Ellis STEP Arabia Trowers & Hamlins LLP




Sebastian Elwell STEP Surrey Switchfoot Wealth Ltd

Alexandre Ely STEP Ottawa Canada Revenue Agency

Joanna Ensor STEP London Central The Sethi Partnership Solicitors

Erik Erismann STEP Geneva Erismann Legal

Jennifer Eshleman STEP Okanagan Balmains Law Corporation

Alejandra Esmoris STEP Arabia Bonnard Lawson

Matteo Esposito STEP Italy PwC TLS Avvocati e Commercialisti

Blair Evans STEP Winnipeg IG Wealth Management

Laura Fahy STEP Yorkshire Wilkin Chapman LLP

Anouska Falla STEP Guernsey Concept Group Ltd

Greg Farano STEP Toronto Gardiner Roberts LLP

Juliana Faria STEP Miami 2A International Tax Advisors LLC

Jia Jia Feng STEP China Guangdong Junhou Law Firm

Keith Fensome STEP Central Southern RM Legal Solicitors LLP

Brooke Fernandes STEP Vancouver BKS Law Corporation

Alexandro Ferraresi STEP Lugano Centre Fidgen SA

John Ferreira STEP Jersey

Patrick Feuz STEP Bahamas Gonet Bank & Trust Limited

Stefano Finetti STEP Guernsey Butterfield Bank (Channel Islands) Ltd

James Fisher STEP Birmingham Countrywide Tax & Trust Corporation Ltd

Martin Flamand STEP Geneva Probus Advisory S.A.

Caroline Fletcher STEP Bristol Harris & Harris

Letitia Fluit STEP Toronto IPC Securities Corp

Yasmin Fong STEP Hong Kong LGT Bank (Hong Kong) Limited

William Ford STEP City of London Womble Bond Dickinson (UK) LLP

Jennifer Foster STEP Toronto Ryder-Burbidge Hurley Foster

Kim Foster STEP Yorkshire HSBC Bank Probate Services

Scymont Fountain STEP Bahamas

Lucy Fowler STEP Manchester JMW Solicitors

Keith Francis STEP New South Wales Edmund Barton Chambers

Barbara Frederikse STEP Toronto Frederikse Law

Olga Freer STEP Zurich Centre Union Bancaire Privée, UBP SA

Michele Frei STEP Zurich Centre SIDENIA AG

Lyn Freshwater STEP Queensland BNR Partners

Corina Frueh STEP Zurich Centre SIDENIA AG

Charles Fu STEP Toronto Rosenberg Smith & Partners LLP

Bekka Fuszard STEP Kent Whitehead Monckton

Tatiana Gaivas STEP Geneva Fidinam (Geneve) SA

Andrea Gallizioli STEP Benelux Ludovici Piccone & Partners

Shiyue Gao STEP Hong Kong Tiang & Partners

Chloe Garcia STEP Zurich Centre Charles Russell Speechlys




Christopher Gardiner STEP Scotland

Alexandra Gardner STEP Isle of Man Affinity Management Services Limited

Kate Garrett STEP Birmingham Tyndallwoods

Cristiane Gatti Bechara STEP Brazil Gatti Bechara Tax Law

Richard Geldart STEP Zurich Centre

Eleisha Gettings STEP Guernsey Bellerive Trust Ltd

Pierre Ghorbanian STEP Toronto BMO Life Assurance Company

Tiziana Gianini STEP Zurich Centre Paicolex Trust Management AG

Andrew Gill STEP New South Wales ASG Lawyers Pty Ltd

Jeffrey S Glaser STEP Mid Atlantic Saul Ewing Arnstein & Lehr LLP

Rachael Gooding STEP Manchester Slater & Gordon Lawyers

Elizabeth Goshtai STEP Sussex Propitious (London) Ltd

Bhavnita Gosrani STEP Geneva

Paul Gotch STEP Manchester JMW Solicitors

Casey Zhi Yi Gow STEP Singapore Butterfield Trust (Singapore) Ltd

Eugenio Grageda STEP Mexico

Vanessa Graham STEP East Midlands Topaz Solutions Limited

Cesia Green STEP Toronto Wall-Armstrong & Green

Michelle Griffin STEP Orange County MDG Consulting Services

Angharad Nia Griffiths STEP Wales Hugh James Solicitors

Anna Grigorieva STEP Cyprus Anna Grigorieva & Co LLC

Robert Grove-Smith STEP Manchester Irwin Mitchell LLP

Elaine Grzywa STEP Scotland Thorntons Law LLP

Richard Guillaume STEP Jersey Dominion Fiducairy Services

Kiran Guraya STEP Jersey HSBC Trustee Ltd

Joseph Gyverson STEP Toronto RBC Wealth Management

Katharine Haggie STEP Singapore

Lisa Hainey STEP Scotland Thorntons LLP

Sianne Haldane STEP London Central Maanch Limited

Carole Halm-Foster STEP Jersey Ocorian

Dawit Hamilton STEP Toronto Desjardins Insurance

Tom Hamon STEP Guernsey Imperium Trust Company Ltd

Charles Hancock STEP London Central Forsters LLP

Landon Hang STEP Southwestern Ontario BMO Nesbitt Burns

Su Hang STEP China Confidel Academy

Kimberly Hanley-Bello STEP Nevis Nevis Island Administration

Jenna Hann STEP Bristol Charlton Baker

Jeff Hansen STEP Saskatchewan Virtus Group LLP

Christiaan Hansen STEP Scotland Hogg and Thorburn

Karen Hanson-Parsons STEP Calgary Just Estates - Karen Hanson-Parsons Chartered Professional Accountant

Elan Harper STEP Calgary Moodys Tax Law LLP




Brendan Harper STEP Isle of Man Utmost Wealth Solutions Ltd

Eeva Harrop STEP Calgary EY

Lee Hart STEP Cayman Islands Genesis Trust & Corporate Services Ltd

Sheri Harting STEP Toronto RBC Dominion Securities

Christopher Hartland STEP Singapore Astra Group

Gabriel Harwood STEP Thames Valley Punter Southall Aspire

Miranda Hawkes STEP Gloucestershire and Wiltshire Willans LLP

Rachel Ann Hawkins STEP East Midlands Hewitsons LLP

Edward Hayes STEP Bristol Burges Salmon Company Limited

Parveen Haynes STEP Beds Bucks and Herts Gordons Solicitors Ltd

Alison Hayward STEP Jersey IQ EQ (Jersey) Ltd

Richard Hearne STEP Kent Whitehead Monckton

Dylan Heffernan STEP New South Wales MCW Lawyers

Natasha Hejabizadeha STEP London Central GN Law

Sarah Henderson STEP Cheshire Aaron & Partners LLP

Jacqueline Hess STEP Zurich Centre Deloitte AG

Edward Hewitt STEP London Central 5 Stone Buildings

Sarah Hickson STEP Bristol Stone King

Jennifer Hiemstra STEP Toronto CIBC

Isaac Hikaka STEP New Zealand LeeSalmonLong

Eirian Hitchmough STEP Bristol Royds Withy King

Lai Ping Ho STEP Hong Kong C C Secretarial Company Limited

Jennifer Hodgson STEP Montreal Raymond James Trust (Quebec) Ltd

Melissa Hogan STEP Ireland

Steven Holden STEP Birmingham Edwards Chartered Accountants

Dee Holmes STEP New Zealand Community Law Centre

Richard Honey STEP Surrey Charles Russell Speechlys LLP

Charlotte Horseman-James STEP West of England Wolferstans Solicitors

Laura Hotten STEP Essex Tolhurst Fisher LLP

Meaghan Houlbrook STEP Winnipeg RBC Royal Trust

John Howard STEP London Central Office of the Official Solicitor and Public Trustee

Sean Hsu STEP Toronto Richardson Wealth Ltd

Emily Hubling STEP Toronto Fasken Martineau DuMoulin LLP

Kit Huen STEP Hong Kong

Craig Hughes STEP Winnipeg IG Private Wealth Management

Zoe Hughes STEP Ireland St John Solicitors

Molly Hunter STEP London Central Mishcon de Reya LLP

Simon Hurren STEP Suffolk and North Essex Ensors Accountants LLP

Lucía Ibarreche-Brühl STEP South America The Corpag Group

Samantha Ikin STEP Manchester Chafes Hague Lambert Solicitors

Parris Innis-McKenzie STEP Birmingham Crowe U.K. LLP




Wing Sze IP STEP Hong Kong Pictet & Cie (Europe) S.A.

Naomi Isherwood STEP Manchester JMW Solicitors

Oliver Jennings STEP London Central Dixon Wilson

Zhenzhong Jiang STEP China Confidel Academy

Songcheng Jiang STEP China Hefeng Family Office

Charlotte John STEP London Central

Lindsey Johnson STEP Yorkshire Williscroft & Co

Laurie Johnston STEP Calgary CIBC Wood Gundy

Emma Jones STEP London Central Forsters LLP

Camille Jordaan STEP Toronto Gluskin Sheff & Associates Inc

Adrian Joseph STEP Toronto Adrian Joseph CPA Professional Corporation

Marco Jotic STEP Toronto Cadesky Tax

Janolfo Juntilla STEP Hong Kong

Suzgo Kaluluma STEP Yorkshire Rollits LLP

David Kanhai STEP Toronto BMO Trust Company

Alefiyah Kapadia STEP Singapore Asiaciti Trust Singapore Pte Ltd

Laura Karon STEP Surrey Phillips Solicitors

Savdeep Kaur STEP Toronto BMO Trust Company

James Keene STEP Toronto BMO Trust Company

Stefan Keglmaier STEP Zurich Centre KPMG AG

Sevgi Kelci STEP Montreal Sevgi Kelci TEP Notary

Colm Kelly STEP Ireland

Ashleigh Kelly STEP Manchester Slater Heelis Limited

Carina Kervin STEP Cheshire FBC Manby Bowdler LLP

Harshitaa Kewlram STEP Geneva Saffery Champness (Suisse) S.A.

Isaac Khafif STEP Brazil IKHAFIF Gestão de Negocios Ltda

Abid Khan STEP Essex Haines Watts Essex LLP

Aditi Khandelwal STEP Toronto BMO

Elaine Kiernan STEP Ireland

Jan Marie King STEP Saskatchewan TD Wealth

Jason Kingston STEP Southwestern Ontario Grant Thornton LLP

Ildiko Kiss STEP Yorkshire Irwin Mitchell LLP

Laura Klaehn STEP Toronto Vision Financial Partners Inc

It Chiet Koh STEP Singapore DBS Bank Ltd

Sarah Kolla-Empey STEP Saskatchewan Brian Mallard & Associates

Ken Kramer STEP Vancouver KMK Law Corporation

Tsz Lam William Ku STEP City of London WK Tax Consulting Limited

Stephen LaForte STEP Gold Coast Florida

Karen Kai Ling Lai STEP Hong Kong HSBC Trustee Ltd

Elena Lam STEP Guernsey Intertrust (Guernsey)

Emma Langley STEP Norwich and Norfolk Hayes & Storr




Samantha Langlois STEP Guernsey Equiom (Guernsey) Ltd

Olly Langlois STEP Guernsey Equiom (Guernsey) Ltd

Tak Yee Lau STEP Hong Kong Intertrust (Hong Kong)

Russell Laughland STEP Scotland Anderson Strathern LLP

Samantha Lauzon STEP Ottawa Gowling WLG (Canada) LLP

Jamie Lee STEP Vancouver TD Wealth

Georgina Lee STEP Geneva Lenz & Staehelin

Helen Lee STEP Winnipeg TD Wealth Private Client Group

Chrisanthe Lekatis STEP South Australia KMT Partners

Suzanne Leonard STEP Lakes and Lancaster Blackhurst Budd Ltd

Carlotta Leone STEP Italy Banca Generali Private

Erin Lesser STEP Montreal Crowe BGK

Paula Lester STEP Ottawa Scotiabank

Sharon Lewis STEP Barbados

Elisa Leyland Lozouet STEP Geneva L&L Partners

Tsz Yan Eva Li STEP Hong Kong LGT Bank (Hong Kong)

Hui (Raymond) Li STEP Calgary KPMG LLP

Wen Li STEP China Confidel Academy

Shu Fen Lim STEP Singapore JS Law Chambers LLP

Beverly Lim STEP Singapore Société Générale Singapore Branch

Dickson Lim STEP Singapore UBS AG

Joseph Lin STEP Toronto Metro Direction Financial Inc

Ada Ling STEP Singapore Ocorian Singapore Trust Company Pte. Ltd

Alan Lio STEP Toronto Scotiabank

Yang Liu STEP China

Calvin Kai Fung Lo STEP Hong Kong Stevenson, Wong & Co

Stephen Lord STEP Jersey Ogier

Stacey Love STEP Cheshire Crowe U.K. LLP

Catalina Lowe STEP Sussex Kreston Reeves LLP

Zoe Lowe STEP Wales Geldards LLP

Fiona Ludkin STEP Manchester Hugh Jones Solicitors

Lisa Lue STEP Toronto Scotiatrust

Ruth Lussier STEP Scotland Raeburn Christie Clark & Wallace LLP

Angharad Lynn STEP City of London Veale Wasbrough Vizards LLP

Lanzi Ma STEP Hong Kong HSBC Trustee Ltd

Helen MacLeod STEP Bristol Burges Salmon Company Limited

Fiorella Malafronte STEP Italy Milano Fiduciaria

Christelle Malenfant STEP Montreal Financiere des Professionnels

Charlotte Mandy STEP London Central Grant Saw Solicitors LLP

Christopher Manley STEP Kent Kreston Reeves LLP

Fabrizio Marino STEP Italy Studio Legale Marino




Freya Marks STEP City of London Taylor Wessing LLP

Jacinthe Marquis STEP Montreal Sun Life Financial

Victoria Marsh STEP Manchester Russell & Russell

Ferdinand Masiclat STEP Turks and Caicos Islands Coriats Trust Company Limited

Tesca Mathurin STEP British Virgin Islands ATU General Trust (BVI) Limited

Caterina Mazzuoli STEP Italy

Paul McCallan STEP Toronto Scotiatrust

Darragh McCarthy STEP Ireland McCarthy Tax

Tanya McCartney STEP Bahamas Bahamas Financial Services Board

Anne McDougall STEP Toronto RBC Royal Trust

Anne McFarlane STEP Atlantic Provinces Scotiatrust

Lauren McGurk STEP Gloucestershire and Wiltshire Harrison Clark Rickerbys

Andrew McIntyre STEP London Central Wedlake Bell LLP

Marissa McKenzie STEP London Central Palmers Solicitors

Lance McKenzie STEP Nevada McDonald Carano

Ruth McKeown STEP London Central Farrer & Co LLP

Keith McLaren STEP Scotland Shepherd and Wedderburn LLP

Pamela McMillan STEP Scotland Shepherd and Wedderburn LLP

Rebecca Meade STEP London Central Forsters LLP

Jacob Meagher STEP London Central University of Cambridge - Faculty of Law

Regina Meier-Brandauer STEP Vaduz Centre Schreiber & Zindel Treuhand-Anstalt

Robin Melley STEP Birmingham Matrix Capital Limited

Alison Mellor STEP Bristol Wards Solicitors

Gary Merkel STEP Calgary Gary S Merkel Professional Corporation

Davide Miccichè STEP Italy PwC TLS Avvocati e Commercialisti

Nicole Miller STEP Sussex Anderson Rowntree Solicitors

Adrian Miller STEP Bermuda Butterfield Trust (Bermuda) Ltd

Alison Minard STEP Toronto McCarthy Tetrault LLP

Rebecca Minto STEP Manchester Mills & Reeve (Manchester)

Jaima Mistry STEP Manchester Myerson Solicitors LLP

Karen Mizumoto STEP Brazil Bradesco Private Bank

Emily Moberly STEP Bristol Wards Solicitors LLP

Alyn Magenta Mok Huiyi STEP Singapore DBS Bank Ltd

Laura Moldovan STEP Calgary TD Wealth

Stephanie Mooney STEP London Central Kingsley Napley LLP

Siobain Moore STEP Essex Palmers Solicitors

Shaun Moore STEP Central Southern Quilter

Siobhan Moret STEP Geneva NWT Conseil SA

Danielle Morin STEP Ottawa MD Private Trust Company

Frederic Morin STEP Montreal RBC Royal Trust

Debbie Moser STEP Zurich Centre Sequent Schweiz AG




Alexander Mulroe STEP Surrey Ludlow Trust Company

Tesonia Munder STEP Surrey Menzies LLP

Thomas Murphy-Kirkhope STEP Gloucestershire and Wiltshire Harrison Clark Rickerbys

Laura Murray STEP Scotland Anderson Strathern LLP

Andreea Muth STEP Toronto Pallett Valo LLP

Maria Muzarowska STEP Malta Dixcart Management Malta Limited

Aziz Nasher STEP Ottawa FP Canada

Peter Nguyen STEP Edmonton BDO Canada LLP

Qin Ni STEP Calgary KPMG LLP

Christian Nicholls STEP Birmingham Nicholls Brimble Bhol Solicitors

William Nicholson STEP Yorkshire Ridley & Hall Solicitors

David Nicholson STEP East Midlands Dexter & Sharpe

Katie Nightingale STEP Birmingham Brindley Twist Tafft & James LLP

Janine O’ Brien STEP Queensland Bell Legal Group

Catherine O’ Reilly STEP Ireland D'Arcy & Co Solicitors

Athenea O’Bryan STEP Calgary IG Wealth Management

Emily O’Keefe STEP Birmingham Thomas Horton LLP

Tamara Omar STEP Geneva Clermont Consultants (CH) S.A.

Meghan O’Neil STEP Toronto Mills & Mills LLP

Li Yun Jenny Ong STEP Singapore HSBC Trustee (Singapore) Limited

Filippo Onorato STEP Italy Studio Colombo Altamura Pometto

Alexandra Ormond STEP Toronto KPMG Law

Lisa Osback STEP Saskatchewan The Veritas Edge A TTSG Company

Mara Ossani STEP Italy Avv. Mara Ossani

Yogeeta Page STEP Edmonton MD Financial Management

William Pao STEP Okanagan Nicola Wealth

Luc Pariseau STEP Montreal Lavery Lawyer

Kelly Parker STEP Atlantic Provinces

Andrew Parkinson STEP Southwestern Ontario MNP LLP

Jerry Parks STEP Arabia Taylor Wessing

Sonia Parmar STEP Vancouver David Pel & Company Inc

Tamara Parsons STEP Queensland Rouse Lawyers

Alex Pascutto STEP Italy Notaio Alex Pascutto

Steven Pass STEP Western Australia Australian Executor Trustees Limited

Bindiya Patel STEP East Midlands Actons Solicitors

Andrew Pearson STEP Manchester Dynamic Capital Ltd

Shu Mei Diana Peck STEP Singapore

Sara Pedlow STEP Vancouver DLA Piper (Canada) LLP

Taynia Pemberton STEP Surrey Carpenter & Co

Zhao Pengcheng STEP China HSBC Trustee (Hong Kong) Limited

Lovelin Perez-Mendez STEP British Virgin Islands




Bernardine Perreira STEP Toronto Raymond James Ltd

Kelsey Petersen STEP Calgary Scotia Wealth Management

Leon Pfingstl STEP Winnipeg

Chau Pham STEP Southwestern Ontario Libro Credit Union

Kirsty Philippe STEP Guernsey Trinity Trust Company Ltd

Helen Phillips STEP London Central Shepherd, Harris & Co

Reto Picenoni STEP Zurich Centre Flex Suisse AG

Amanda Piper STEP Birmingham Stallard March & Edwards Solicitors

Mathieu Poirier STEP Atlantic Provinces Steward McKelvey

Caroline Poole STEP London Central Allguard Services Ltd

Laura Pover STEP Isle of Man Peregrine Corporate Services Limited

Robert Pozzobon STEP Vancouver Renaissance Group

Bronwyn Prior STEP London Central BDO UK LLP

Stephen Queripel STEP Guernsey Aquitaine Group Ltd

Sara Qureshi STEP Isle of Man Suntera Global

Kathryn Rafferty STEP Central Southern Bramsdon & Childs Solicitors

Hannah Rafferty STEP Central Southern Bramsdon & Childs Solicitors

James Rambo STEP Mauritius Oak Trust Group

Mandip Ranu STEP Essex Cartwright Cunningham Haselgrove & Co Solicitors

Riccardo Rapelli STEP Italy Studio BNC

Caroline Raphoz STEP Geneva Fidinam (Geneve) SA

Devika Raveendran STEP Arabia Trident Trust Company (UAE) Ltd

Joanna Redding STEP Zurich Centre Earl Fiduciary AG

Siobhan Reilly-Laing STEP Bahamas Itau Bank and Trust Bahamas Ltd

Megan Renshaw STEP Cheshire Rowlinsons

Chandra Rethnam STEP Singapore Rajah & Tann Singapore LLP

Melissa Ritchie STEP Surrey Downs Solicitors LLP

Xavier Riviere STEP Benelux Credit Agricole Life Insurance Europe

Marco Rizzi STEP Italy Studio Rizzi

Judith Robertson STEP London Central Harbottle & Lewis

Angela Robinson STEP Barbados Chancery Chambers

Eric Rodriguez STEP San Francisco Bessemer Trust

Charlie Roger STEP Guernsey FNB International Trustees Ltd

Nicola Rollinson STEP East Midlands Moss Solicitors LLP

Ian Romans STEP Toronto IG Wealth Management

Isabel Romeral STEP Vancouver Farris LLP

Joel Rose STEP Toronto Usefulideas Financial Services

Rebecca Rose STEP New Zealand Bankside Chambers

Craig Rouget STEP Guernsey

Hannah Roynon-Jones STEP Jersey Alex Picot Ltd

Raffaele Ruberto STEP Toronto SB Partners LLP




Francesco Rubino STEP Italy Cordusio Fiduciaria

Lauren Russell STEP Central Southern Talbot Walker LLP

Caroline Russell STEP London Central Farrer & Co LLP

Gianluca Russo STEP Italy Cleary Gottlieb Steen & Hamilton LLP

Elena Rybasova STEP Zurich Centre Trident Corporate Services AG

Louise Rycroft STEP London Central Timothy James & Partners Ltd

Francois Salama STEP New South Wales St James Hall Chambers

Corina Salazar STEP Barbados The Blue Financial Group

Michele Saletti STEP Italy Belluzzo International Partners

Yuwanna Saliman STEP Singapore First Advisory Trust (Singapore) Ltd

Helen Salisbury STEP East Midlands Nelsons Solicitors

Michelle Samagalski STEP Winnipeg TD Wealth

Jamie Sanford STEP Cayman Islands JTC Group (Cayman Islands)

Vanessa Santomauro STEP Essex Holmes & Hills

Alberto Sarzano STEP Italy BDO Italy

Benjamin Savage STEP Beds Bucks and Herts Dickinsons

Marie-Noelle Savoie STEP Vancouver BCLC - British Columbia Lottery Corporation

Angelia Savoini STEP Italy

Marco Schiesaro STEP Isle of Man Utmost Wealth Solutions Ltd

Chanel Schoeman STEP Johannesburg Sentinel International (Johannesburg)

Sarah Scofield STEP New York Scofield Law LLC

Kimberley Scolari STEP Birmingham Thomas Horton

Ivette Scott STEP Cayman Islands Citco Trustees (Cayman) Ltd

Hayley Seddon STEP Liverpool Brabners

Melissa Seglie STEP Edmonton CIBC Wood Gundy

Elizabeth Sevilla STEP San Francisco Seiler, LLP (Walnut Creek)

Stuart Shaw STEP Liverpool ASL Chartwell

Michael Shenkin STEP Jersey

Katy Shepherd STEP Birmingham CK Chartered Accountants

Emma Shepherd STEP Central Southern Mackarness & Lunt Solicitors

Kimberley Short STEP Atlantic Provinces ShortFinancial

Yiannis Simakis STEP Cyprus S. A. Evangelou & Co LLC

Lisa Simone STEP Toronto Norton Rose Fulbright Canada LLP

Audree Sirois STEP Montreal Desjardins Private Wealth Management

Kerry Smith STEP Vancouver MNP LLP

Russell Smith STEP Kent Creaseys LLP

Matthew Smith STEP London Central Buckingham Gate Chartered Financial Planners

Marco Snichelotto STEP Italy Unifid Srl

Ki Yan Kevin So STEP Hong Kong Howse Williams Bowers

Naomi Solomons STEP Guernsey Rawlinson & Hunter Ltd

Ahtesh Sookaye STEP Mauritius Oak Management (Mauritius) Ltd




Pheroze Sorabjee STEP Isle of Man

Beverley Sorrell STEP Western Australia Dwyer Durack

Jonathan Soto STEP Gold Coast Florida Fifth Third Private Bank

Jennifer Spallin STEP Ottawa MD Private Trust Company

David Spencer STEP Toronto First Avenue Investment Counsel Inc

Lidia Spitz STEP Brazil Nadia de Araujo Advogados

Shereen St Croix STEP British Virgin Islands Osiris International Trustees Limited

Aston St Pierre STEP Arabia Relianci Advisory LLC

Stephanie Stewart STEP Calgary Affluence Partners Inc

Teofana Stoyanova STEP Geneva TMF Services SA

Gianpiero Succi STEP Italy Bonelli Erede

John Sunderland STEP Essex Sunderland Wills & Trusts Ltd T/A Nicola Sunderland TEP

Rumrada Suppadit STEP Hong Kong Sherriff Group

Mark Swart STEP Jersey Stonehage Fleming Trust Holdings (Jersey) Limited

David Tallon STEP Essex Rickard Luckin Ltd

Ronald Tam STEP Hong Kong Ferlin Consulting Services Limited

Deanna Tam STEP Hong Kong HSBC Trustee Ltd

Matteo Tambalo STEP Italy Studio Righini

Patrick Tan STEP Singapore Fortis Law Corporation

Sze Kiu Carrie Tang STEP China Ernst & Young (China)

Samantha Tayler STEP London Central Osbornes Solicitors LLP

James Taylor STEP Guernsey Perkins

Jenny Teall STEP Beds Bucks and Herts Woodfines LLP

Hongli Tee STEP Singapore Credit Suisse Trust

Nassim Terki STEP Malta Beatwin Latc

Nerys Thomas STEP Wales Harrison Clark Rickerbys Limited

Jean-François Thuot STEP Montreal PwC

Maosha Tian STEP Hong Kong

Gillian Tobin STEP Essex Jefferies Essex LLP

Stefano Togni STEP Italy Vontobel Swiss Wealth Advisors AG

Jessica Toller STEP Yorkshire Raworths LLP

Gregory Toner STEP Southwestern Ontario Gregory M Toner CPA Professional Corporation

Rebecca Travers STEP Guernsey Credit Suisse Trust

Leanne Tremain STEP Wales Red Kite Law LLP

Sarah Trigg STEP Bristol Co-op Legal Services

Daniel Trimarchi STEP Toronto KPMG LLP

Dennis Trzok STEP Edmonton Servus Credit Union

Muriel Tsang STEP Hong Kong HSBC Bank PLC

Yik Chun Tse STEP Hong Kong

Chun Kit Tsun STEP Hong Kong HSBC Trustee Ltd

Alberto Turri STEP Lugano Centre PTA Dynamix SA




Raúl Enrique Vairo Erramouspe STEP South America Posadas & Vecino Consultores Int

Alan Valihora STEP Southwestern Ontario Roth Mosey & Partners LLP

Emilie Van Goidsenhoven STEP Benelux Tiberghien Lawyers

Jacques van Niekerk STEP Johannesburg Investec Securities Pty Limited

Griet Vanden Abeele STEP Benelux Tiberghien Lawyers

Sunil Vasisht STEP Thames Valley The Head Partnership Solicitors LLP

Joanne Verbiesen STEP Hong Kong HSBC Bank PLC

Francesco Nino Vetrone STEP Italy Maisto e Associati

Alicia Videira STEP Jersey Affinity Private Wealth

Jordan Vitek STEP Miami Trident Trust Company Inc

Madhavi Wadkar STEP Toronto BMO Trust Company

Jenny Walsh STEP London Central Osbornes Solicitors LLP

David Walwyn STEP Cayman Islands Rawlinson & Hunter LLP

Don Wang STEP Toronto DJH & Partners LLP

Adam Wang STEP China Shanghai AJ Trust Co. Ltd

Xinxin Wang STEP Vancouver Danq International Consulting

Jing Jenny Wang Wang STEP Hong Kong ARK Trust (Hong Kong) Limited

Arthur Wang STEP Toronto RBC Royal Trust

Yuan Wang STEP Hong Kong Wealth Assets Trustee Limited

Fang Wang STEP China Dentons Beijing Offices

Song Wang STEP Hong Kong Trident Trust Company (HK) Ltd

Joseph Ward STEP Guernsey Moore Stephens (Guernsey)

Nicola Ward STEP Cheshire Wace Morgan Solicitors

Alex Ward STEP Northern Ireland Aqua UK Holdings Limited

David Warner STEP Yorkshire The Barker Partnership

Catherine Watts STEP Yorkshire Raworths LLP

Steven Webb STEP Vancouver BMO Private Banking

Joanna Wei STEP China Confidel Academy

Jody Wells-Lashley STEP Bahamas Credit Suisse AG, Nassau Branch

Edison Yufeng Wen STEP Calgary CLW Partners LLP

Emily Wentworth STEP Central Southern Irwin Mitchell LLP

Hayley Weston STEP Essex Nockolds Solicitors

Karen West-Taylor STEP Ottawa CIBC Wealth Advisory Services

Christina Wetmore STEP Cayman Islands Rawlinson & Hunter LLP

Janette Whiteway STEP Bournemouth Langdowns Probate & Estate Services

Chloe Whitmore STEP Guernsey Carey Olsen (Guernsey) LLP

Carol Willes STEP Ottawa BMO Private Banking

Roxanne Williams STEP Guernsey Cannon Asset Management Ltd

Alexandra Williams STEP Liverpool Brabners

Tanya Williams STEP Bahamas JP Morgan Trust Co. (Bahamas)

Yvonne Williamson STEP Calgary Beaumont Church LLP




Jodie Willis STEP Isle of Man Zedra Isle of Man

Katharine Wilson STEP Yorkshire Fensham Howes Limited

Laura Wilson STEP Toronto BMO Private Banking

Debbie Wilson STEP Beds Bucks and Herts Ironwood Trustees Limited

Satapon Wirojwong STEP Toronto S+C Partners LLP

Pei Fun Wong STEP Singapore Bank Of Singapore Trustee Ltd

Dik Man Alex Wong STEP Hong Kong Noah Trust (Asia) Limited

Anna Wonnacott STEP West of England Foot Anstey LLP

Keri Wood STEP Birmingham Band Hatton Button LLP

Naomi Woods STEP Bristol Everys

Nicola Woolridge STEP Geneva Landmark Management Switzerland SA

Anne-Marie Worth STEP Bristol

Sarah Wray STEP City of London Charles Russell Speechlys LLP

Ningyu Wu STEP China Confidel Academy

Sandra Würth STEP Zurich Centre UBS Switzerland AG

Jack Shu Yan STEP Toronto BMO Private Banking

John Yanchus STEP Southwestern Ontario Canada Life

Xiao Nan Yang STEP Toronto Meritigroup Ltd.

Richard Yates STEP Birmingham Rytax Consultants Ltd

Sen Ye STEP Hong Kong Anthony Siu & Co

Vaughn Yeager STEP Gold Coast Florida Fiduciary Trust International of the South

Edrie Yin Yin STEP Singapore

Marina Hui Fen Yong STEP Singapore Rawlinson & Hunter (Singapore) Pte Ltd

Xinxin You STEP China CreditEase Wealth Management Co. Ltd

Edward Young STEP London Central Edward Young Notaries & Lawyers

Stephen Young STEP Jersey

Tony Yu STEP Vancouver RBC Royal Trust

Haibo Yu STEP China Confidel Academy

Violet Yu STEP New Zealand Morrison Kent

Martina Zanetti STEP Vancouver Norton Rose Fulbright Canada LLP

Santiago Zebel STEP South America The Corpag Group

Demosthenis Zeppos STEP Orange County Zeppos Rautiola LLP

Anna Zervos STEP Bahamas CFAL

Xian Zhan STEP China Beijing International Trust Co. Ltd

Janet Zhang STEP China Confidel Academy

Liwen Zhou STEP China Fundsafe Capital Co. Ltd

Documents

ROLL CALL: 2020 TEPs