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Get to know STEP LatAm Conference

The STEP LatAm Conference is an annual event organized by STEP (The Society of Trust and Estate Practitioners), a global professional body for practitioners specializing in family inheritance and succession planning. The conference brings together leading professionals from the legal, financial, accounting, and trust sectors to discuss the latest developments, challenges, and opportunities in wealth management, estate planning, and trust administration within the Latin American region. It serves as a key platform for networking, professional development, and sharing expert insights on cross-border issues relevant to LatAm.

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STEP LatAm Conference

United Kingdom

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.