FRONTIER MARKETS& THE FUTURE OF OUR BUSINESS

7 NOVEMBER 2016DUBAI, UAE

THE ADDRESS DUBAI MALL HOTELDUBAI, UAE

Platinum Sponsor

OVERVIEW

Frontier Markets are considered by many to be the future of the wealth management and fiduciary business, however, as well as opportunity, the same markets present many challenges. The objective of this conference is to act as an educational discussion forum for professionals who advise clients on asset holding, or legacy planning in this space. The conference will also include practitioner updates on regional developments, taxation and regulatory updates.

Our speakers and panelists include leading advisors from the legal, accounting and wealth management industry, each of them with many years of experience and insight to share with our delegates that representall aspects of the wealth management industry.

We look forward to welcoming you to the regions premier wealth planning and networking event.

Laurence Black TEP, Technical Programme Director

We are delighted to announce that the conference will be opened by Ashish J.Thakkar the Founder of Mara Group and Mara Foundation. Ashish has driven the growth of the Mara Group from a small IT business in Uganda to the globally recognized multi-sector investment group that exists today.

Through its investments, Mara Group now employs over 11,000 people across 25 African countries in sectors spanning technology, banking, real estate and infrastructure. Ashish serves as Chair of the United Nations Foundation, Global Entrepreneurship Council andis the author of The Lion Awakes: Adventures in Africa’s Economic Miracle.

AIMS & OBJECTIVESIn this conference we will endeavor to advance the knowledge and education of professional advisers of clients with assets and legacy planning requirements

The conference aims to:

• Understand and promote legal asset holding and legacy planning structures available in MENA frontier markets.

• Improve the knowledge and understanding of private client advisers so that we may better advise our clients of these structures.

• Understand where gaps in law and practice exist and decide on the most effective ways to manage these.

• Ensure that clients receive advice that meets their needs and adheres to local laws, legal systems and customs.

KEYNOTE SPEAKER

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VENUE

The conference will be held at The Address Hotel Dubai Mall. For delegates who wish to stay at the venueSTEP Arabia have negotiated the following rates:

Deluxe Room (Single Occupancy) AED 1,100++ (inc breakfast, exc local taxes)

FRONTIER MARKETS& THE FUTURE OF OUR BUSINESS

7 NOVEMBER 2016DUBAI, UAE

THE ADDRESS DUBAI MALL HOTELDUBAI, UAE

08:00-08:30 Registration & Welcome Coffee

Diamond Ballroom Foyer

08:30-08:40 Welcome from STEP Arabia

Yann Mrazek Chairman - STEP Arabia, M Advocates of Law

08:40-08:55 Keynote Address

Ashish J.ThakkarFounder, Mara Group

08:55-09:15 Economic Overview Africa & Iran

Gary Dugan Chief Investment Officer, Emirates NBD

09:15-10:25 Frontier Markets – Opportunities & Challenges Doing business in Africa & Iran

Facilitator - Yann MrazekChairman, STEP Arabia

Panelists:• Shahram Safai

Partner, Alfridi & Angell, Legal Consultants• Atiq Anjarwalla

Anjarwalla Collins & Haidermota, • Ali Borhani

Founder, IncubeeMEA

10:25 – 11:00 Coffee Break & Networking

11:00-11:20 Practitioners Update – Part 1

Investing in Art: How to Structure& Manage an Art Collection

Sandrine Giroud LALIVE

11:20-12:20 Practitioners Update – Part 2

Tax Planning for Outbound Investments Through UAE Companies & UAE Tax Treaty Network

Daniel NgumyPartner, Anjarwalla & KhannaSophia Yazane Head of Tax, M Advocates of Law

12:20-12:50 Toxic Legacy - How Heirs Deal with Undeclared Assets

Speaker to be confirmed

12:50-14:00 Lunch & Networking

14:00 - 14:30 Transparency in Practice

A practical view of the impact of the Automatic Exchange of Information, and what this means to the business of Fiduciary and Corporate Service Providers

Jason Collins & Fiona FerniePartners, Pinsent Masons LLP

14:30-15:10 A Conversation with David Russell QC

Islamic Issues & Governance, Regional Update

Interviewer: Adriana RocciTrinity Group

15:10-15:40 Current Trends in Philanthropic Giving

Panelists - Leading specialists from Jersey (a centre of excellence for philanthropic structuring) and the UAE.

Facilitator: Gary HalesBusiness Development Manager GCC & India, Jersey Finance

15:40-16:10 Coffee Break & Networking

16:10-16:40 Tax Planning for Outbound Investments Through UAE Companies & UAETax Treaty Network

Ismael HajjarSenior Manager, MENA Private Client Services, Ernst & Young

16:40-17:40 Navigating Frontier Markets

Case Study & Panel Discussion

17:40- 17:50 Closing Remarks

Yann MrazekChairman, STEP Arabia

18:00-20:00 Cocktail Reception

Cabana, Poolside, The Address Dubai Mall

TECHNICAL PROGRAMME

SPONSORSPlatinum Sponsor

Gold Sponsor

Silver Sponsors

Lanyard Sponsor Media Partner

Category Registration Fee Tick Selection

STEP Arabia Member(valid until 31st July 2016)

AED 990

STEP Member Rate AED 1,650

Non-Member Rate AED 3,245

REGISTRATION FORM

To register for the event please complete the attached form and return it to steparabia@step.org

Electronic Transfer - If paying by bank transfer please ensure that all charges are covered and your family name is quoted in the reference section.

Payments to: Mashreq Bank, Mall of Emirates, Dubai, UAEAccount Name: Eighteen Seven Events Consultancy FZEAccount No: 019100057324IBAN: AE60 0330 0000 19100 057324SWIFT: BOMLAEADXXX

Cheque – cheques must be in United Arab Emirates Dirhams (AED) and made payable to “Eighteen Seven EventsConsultancy FZE”. Cheques should be mailed to: Eighteen Seven Events Consultancy FZE, PO Box 213775, Dubai, UAE

Terms & ConditionsConference documentation will be distributed at the event. STEP Arabia reserves the right to amend or cancel this conference where theoccasion necessitates. In such circumstances a full refund of any registration fee will be made but STEP Arabia shall accept no further liability.This booking form constitutes a legally binding contract. Your place at the conference is not confirmed until full payment is received, when aninvoice receipt will be issued. The delegate and firm are jointly and severally liable for payment of the fees due. The conference language is English.

Data ProtectionSTEP Arabia will use this information to update its databases, which will be used to provide STEP products & services. Please tick the box ifyou would prefer the society not to use your information in this way. STEP may contact you from time to time with details of programmes andevents which may be of interest to you. Please tick the box if you would prefer the society not to use your information in this way.

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STEP ARABIA BRANCH CONFERENCE & COCKTAIL RECEPTIONNOVEMBER 7, 2016

For any queries relating to the conference please do not hesitate to contact steparabia@step.org for assistance

CONTACT DETAILS

FRONTIER MARKETS& THE FUTURE OF OUR BUSINESS

7 NOVEMBER 2016DUBAI, UAE

THE ADDRESS DUBAI MALL HOTELDUBAI, UAE

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