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St Helier, Jersey STEP Members £175 STEP Students £155 Non-Members £240 T: 01534 876513 F: 01534 878509 E: step@stepjersey.org 08.30 Registration & Refreshments 09.00 Welcome from STEP Jersey and housekeeping Steven Meiklejohn, Branch Chairman & Paul Deacon, MC. 09.05 Opening Address Senator Philip Ozouf, Deputy Chief Minister, States of Jersey 09.25 Regulatory Update John Harris, Jersey Financial Services Commission 09.55 Claims Against Trustees Charles Holbech, New Square Chambers 10.25 Refreshments 11.00 Yachting and Aviation John Hills & Bruce Dutton, Equiom 2.00 Chairman’s Opening Comments 2.05 The Shutter Trust Maurice Turnor Gardner 3.35 Refreshments 4.00 How Trust Litigation Destroys a Senator Philip Ozouf was elected Minister for Treasury and Resources in December 2008 and subsequently appointed as Deputy Chief Minister. He is now responsible for the oversight of public Oliver Stones , a Vice President at Quilter and Head of Fi xed Income, is part of the company’s private client fund management team with a particular responsibility for fixed interest products. Oliver joined Quilter in March 2002 from the Private Client Division of Merrill Lynch Investment Managers where he co -headed the Fixed Income Team. He started his career in the City of London in 1984, after a short service commission in the British Army, working for eight years at the Industrial Bank of Japan, four of which were spent in Hong Kong running the Far Eastern sa les desk. He has also spent four years at UBS Warburg in UK institutional sales. Oliver is currently base d in Jersey as head of Quilt er’s Fixed Income Team where he runs both on-shore and off-shore bo nd portfolios (both dedicated and as a part of a balanced mandate) and he heads up the Fixed Income research for Quilter. He has sat on the Debt Management Office (DMO) End-Investors committee for the last five years as a representative of APCIMS advising the government on gilt issuance. Graham Wainer is Global Head of Private Clients & Portfo lio Management with overall responsibility for GAM's global private client and portfolio management businesses. He chairs GAM's Investment Committee for Managed Portfolios and co-manages a range of GAM funds based on Managed Portfolios strategies. He joined GAM in 1998 having previously been Executive Director of EFG Private Bank and Charles Holbech is a Barrister at New Square Chambers where he specialises in all aspects of property, land and trust law, with a mix of litigious and advisory work and associated professional negligence claims. He has extensive experience in trust drafting , the use of trusts in tax planning and in matters relating to trust administration. His private client work also includes wills, probate, succession and claims relating to the estates of deceased persons, including the area of family provision. His property practice includes commercial, residential and agricultural landlord & tenant law, leasehold Bruce Dutton , FCIB, CeFA, is Senior Manager, International Business Development with Equiom in the Isle of Man. He has over forty years’ experience with in the financial services industry. Highly qualified in John Hills, GradDipMgt, FRAeS, is Aviation Services Consultant with Equiom in the Isle of Man. He has forty years’ experience within the aviation world in various roles including pilot, engineer, flight supervisor, operations manager and regulator. With twenty years of military service in various senior roles and piloting high performance aircraft, John brings extensive expertise to Equiom in his role. His specialist knowledge of aircraft specifications and operations assists the Equiom aviation team to recommend the most appropriate ownership structure fo r clients. Highly regarded within the industry, John is regularly sought out to consult on topical aircraft issu es, in addition to presenting at global conferences. He is a former Chief Flight Examiner for the UK Civil Aviation Authority; former Head of General Aviation for the UK Civil Aviation Authority; and highly involved in the de velopment and implementation of Joint Aviation Authority John Harris was appointed the Director General of the Jersey Financial Services Commission in November 2006 and subsequently joined the Board of Commissioners in March 2007. From 2002 to 2006, he held the position of Director - International Finance in the States of Jersey Chief Minister's Department where he had responsibility for all aspects of the government's policy on the maintenance and enhancement of Jersey's position as an internationa l finance centre. From 1 998 to 2002, he was Chief Executive Officer for NatWest Offshore with responsibility for offices in Jersey, Guernsey, Isle of Man, Gibraltar, Cayman, Bermuda and the Bahamas. He spent 22 years working for NatWest Bank during which time he held management positions in France, Switzerland and Sing apore amongst others. John Ha rris obtained a BA (Hons) Arabella Saker is a partner at Maurice Turnor Gardner. She specialises in advising wealthy families, trust companies and banks in connection with a range of we alth planning matters, including risk management and dispute resolution. She regularly advises on the cr eation of trust and corporate vehicles to hold and Jenny McKeown is a partner at Maurice Turnor Gardner. She specialises in all aspects of trust litigation and professional negligence claims, with particular expertise in contentious pensions matters including rectification claims and professional negligence claims against scheme actuaries, solicitors, investment advisers and scheme administrators. She has extensive experience of managing complex, high value court claims, appeals to the PPF Ombu dsman, Pensions Ombudsman complaints and responding to complaints. raised by The Pensions Regulator an d the actuarial profession. Jenny joined MTG in September 2010, having qualified and spent four years at Al len & Overy LLP where she specialised in trust litigation, followed by a number of years in a senior legal role at Mercer Limited. Jenny is a member of the Association of Pensions Lawyers. Rupert Ticehurst is a partner at BLP which he joined in 2011 from Herbert Smith. His practice includes tax, trusts and succession planning, litigation and charities. Rupert is also a Protector and a Trustee of a number of trusts and has a particular interest in tr ust protectors. Rupert was voted one of City Wire’s ‘Top 10 Lawyers wealth managers need to know 2010’, ‘Lawyer of the Year 2008’ by Citywealth and ‘Best Private Client Legal Tax & Trusts Advisory ’ by Spear’s Wealth Christopher Reimer is a partner with the law firm of Long Reimer Winegar Beppler LLP, which has offices in Cheyenne, Evanston, Jackson, Newcastle, Wyoming, Boulder, Colorado, and Park City, Utah (USA). Christopher is an Adjunct Professor of Law at the Universi ty of Wyoming College of Law, Chairman of the Board of Jackson Hole Trust Company, and founder of Frontier Administrative Services LLC (Wyoming's leading private trust company administration firm). He is a member of the Steven Meiklejohn is a Partner and head of the Private Client and Trusts Team at Ogier. He qualified as an Advocate in 1985 and became a partner at Ogier in 1988. Steve is heavily involved in advising all of the firm’s major trust company clients on trust and commercial issu es as well as on regulatory matters. Steve has expertise in advising on the establishment and administra tion of complex structures for high net worth clients looking to create comprehensive estate plans for their personal and business assets. In addition Steve advises on the establishment of employee benefit and pension st ructures. He is a regular speaker at conferences on trust issues and is responsible for the ch apters on Jersey Law found in the works entitled "European Cross Boarder Estate Planning" and "Planning and Administration of Offshore and Onshore Trusts". Steve is Chairman of STEP Jersey, is on the Editorial Board of Trusts and Trustees and currently sits on the Working Party considering trust law reform in Jersey. Tony Pitcher joined Barclays Wealth Advisory in 2011 as a Director. Tony qualified in 1986 as a member of the Institute of Chartered Accountants in England an d Wales with Price Waterhouse. On qualifying, he joined Ernst & Young in tax specialising in advising Paul Deacon has been working as a professional Toastmaster for almost 20 years and is a Fellow of the National Association of Toastmasters. He is delighted to Founded at the beginning of 2008, ThatcherMacKenzie is a boutique executive recruitment consultancy dedicated to working with senior personnel in the financial and le gal sectors in the Channel Islands, Switzerland and Liechtenstein. Headquartered in Jersey, with representative offices in Zurich, Switzerlan d, ThatcherMacKenzie offers a tailored, strictly confidential and professional approa ch. In Jersey, the consultancy assists candidates seeking director-level posts and senior management positions acro ss the finance industry. It also specialises in placing lawyers into private practice and in-house roles in both Jersey and Guernsey. In Switzerland and Liechtenstein, ThatcherMacKenzie operates with a modi fied remit, specialising in placing trust professionals at all levels. In addition, the company recruits for family office, wealth management and esta te planning roles in Zurich, Geneva, Vaduz and beyond. www.thatchermackenzie.com Collins Stewart Wealth Management is an award winning investment manager and stockbroker committed to providing intermediaries and their clients with a broad array of independent wealth management services. Drawing upon our offshore heritage and independen ce, our services are based around a dedication to traditional client service, open architecture and the latest portfolio management tec hniques. Always looking to embrace technology within our processes, our forward thinking approach to investment management has helped us de liver a rigorous investment process for our growing, international client base. With as Serving our clients for over 70 years. Established in 1936, the is a privately owned organisation, specialising in insurance broking, risk management and financial services. The Group employs over 200 staff and services well over 30,000 corporate and personal clients fr om its offices in Jersey, Guernsey, Alderney, So uthampton and the Isle of Man. Rossborough is ranked within the top 40 independent brokers in the UK and has many exclusive facilities for High Net Worth and Corporate clients. Key to the success of the Rossborough Group is the abili ty of its staff to provide unique solutions tailored to the in dividual needs of the client, on a Local, National, or Global scale. www.rossborough.co.uk Bedell Group Established in 1983, GAM is an independent, active investment manager, delivering investment solutions to private clients, charities, institutions and intermediaries, from offices in financial centres around the world. Our aim is to deliver strong, long-term returns for our clients through so me of the world’s most tale nted investment managers. We seek to achieve and outperform their investment objectives through an exceptional focu Organisation name and address: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contact: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Telephone: . . . . . . . . . . . . . . . . . . . . . . . . Email: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Number of delegates: Names of delegates: Job title STEP members @ £175 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . STEP student members @ £155 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Non-members @ £240 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TOTAL: £ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I am a non-member and I would like to receive information about joining STEP Payment: Cheques only made payable to STEP Terms and conditions Conference documentation will be distributed at the event. STEP Jersey branch reserv es the right to amend or cancel this event where the occasion necessitates. In such circumstances a full refund of any registra tion fee will be made but STEP Jersey branch shall accept no further liability. Prices may be subject to change. This booking form constitutes a legally binding contract. The delegate (s) and firm are jointly and sev erally liable for payment of the fees due. The conference language is English. Cancellations / Substitutions You are able to send a substitute delegate at any time. Please no te that if a non-STEP member attends in lieu of a STEP member the difference in fees will be charged. Data Protection STEP Jersey branch and the STEP Worldwide (“STEP”) may use this information to update its data bases, which are used for a wide range of purposes relevant to the activities of the organisation. STEP may also co ntact you from time to time with details of programmes and eve nts that may be of interest to you. Please tick this box