Tax Suitability Concept
BRP SA invites you to:
Tax Suitability Concept
Webinar
In today’s ever‑changing financial landscape, tax compliance and efficiency have never been more crucial. At the heart of this complexity lies the concept of tax suitability, a strategy that ensures financial instruments align with clients’ tax regimes while maximising after‑tax performance and mitigating potential commercial and civil risks for financial institutions.
This webinar will explore the tax suitability approach and its practical impact for both asset managers and their clients.
Content
- Tax Suitability Concept
- The variety of income tax patterns
- Taxation of income from financial instruments
- Key tax elements
- The tax subject (the taxpayer)
- The tax object (the financial instrument)
- The taxable event (the transaction)
- Case studies (Signature BRP)
📅 Date and time
Wednesday 3 June 2026
10:30 – 11:30 (CEST)
💻 Format
Online webinar
The webinar will be held in English
Speakers
Institution
☒ Banks
☒ Wealth planners
☒ Asset managers
☒ Trustees
☒ Managers of collective assets
☐ Fund management companies
☒ Client advisors
☒ Other financial intermediaries
Function
☒ Legal and Compliance
☒ Risk management
☐ Internal audit
☐ Central file
☒ Front Office
☒ Asset Management
☐ HR
☐ Marketing
☐ BoD
☐ Other
Cost
CHF 150.– per attendee
Save 25% when registering as a group (2 or more participants)
e‑Test: CHF 75.– (please select the ticket: Webinar + e‑Test)
