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Privacy Policy


Privacy and confidentiality of information of all types is central to our work and to the Finance Sector in general. This Privacy Statement is intended to set out an explanation of what we do with any personal information provided to us by users of this website/communication. The Privacy Statement is a statement of policy and, save for those rights and obligations set out in the Data Protection (Bailiwick of Guernsey) Law, 2017, it does not establish or create any additional user rights or any further obligations.

The Society of Estate and Trust Practitioners Guernsey Branch (STEP Guernsey) may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from May 2018.

What we collect

We may collect the following information:

  1. Individual: name and job title; Institution: Name, logo and name of principal contact.

  2. Postal address, telephone numbers and email address.

  3. Other information relevant to billing or marketing.

  4. Other information relevant to a person’s continuing qualification for membership.

  5. Other information relevant to the making of awards, honoraria, scholarships or other payments of a similar nature.

Links to other sites

STEP Guernsey has no control over, or responsibility for, the privacy policies of websites or organisations to which this website provides links. The provision of such links or references to third parties does not imply any endorsement by STEP Guernsey of those third parties, nor does it imply any association or affiliation with their owners or operators.

Personal Information

No personal information is requested, collected, required or monitored in respect of access to the site’s home page or other pages giving general information about STEP Guernsey. Only limited personal information is requested, collected, required and monitored and then only in respect of requests for receipt of the STEP Guernsey mailing list for lecture information, newsletters, events and updates. Such personal information will be held and processed by STEP Guernsey in accordance with the Data Protection (Bailiwick of Guernsey) Law, 2017. Except as described in this Privacy Statement, your personal information will not be passed to any other organisation without your prior permission unless we are required by applicable law to do so. The information requested for receipt of our email mailshots will only be used for internal purposes. The information you provide enables us, for example, to notify you of updates and to provide you from time to time with other electronic information related to our operations. If you choose not to register or provide personal information, you can still visit other parts of the STEP Guernsey website. The procedures covering the security and confidentiality, storage and disclosure of personal information provided to STEP Guernsey by users of this site comply with the Data Protection (Bailiwick of Guernsey) Law, 2017. The use of the internet to transfer information is not secure. Whilst we do our best to maintain security within our website and to safeguard your personal information, we cannot ensure or warrant the security of any information which you may transmit to us.

Access to your information and correction

You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the following address. Depending on the extent of the request, we may make a small charge for this service. We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.


This website uses cookies (i.e. pieces of information which are transferred by your web browser to your computer’s hard drive for the purposes of storing information about your preferences on a particular website) to ensure correct operation of the website and to provide analytics services.

Automatically collected information

As with most websites, we gather certain information automatically and store it in log files. This information includes IP addresses, browser type, Internet Service Provider, referring/exit pages, date time stamp and click stream path. This data does not contain any personal identifiable information and is used to analyse trends, administer the site, track users’ movements around the website during a particular session and to gather demographic data.

Use of Service Providers

We occasionally hire or partner with other companies to provide limited services on our behalf. We will only provide those companies the personal information they need to deliver the service. They are required to maintain the confidentiality of your information and are prohibited from using that information for any other purpose.


We partner with sponsors to put on functions and events. We will only provide those sponsors with details of the instruction which employs a delegate and the delegates’ job description.


By using this site, you signify your acceptance of our Privacy Statement. We reserve the right, at our discretion, to change, modify, add or otherwise alter this Privacy Statement at any time. Your continued use of the website following the posting of these changes shall be deemed to be an acceptance of the revised statement.

Contact us

Should you have any queries regarding the Privacy Statement or the treatment of any personal information which you have provided to the website, or you wish to be removed from STEP Guernsey email list or to update the personal information which you have provided to the website, please contact us by email on

STEP Branch Government

Please note that STEP Guernsey is a branch of the Society of Trust and Estate Practitioners registered in England under company number 2632423 (“STEP HQ”).  Branches are subject to the oversight of the Board of STEP HQ.


Your personal data is collected and handled by STEP HQ and from time to time this information is supplied to STEP Guernsey via a secure sharing site.  STEP HQ have their own policies and procedures for collecting and handling data. 

The STEP HQ privacy policy can be found here STEP Privacy Notice.  If you have any questions about how STEP HQ data is collected and handled, please contact

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