Marketing Events and Use of Social Media
BRP SA invites you to:
Marketing, Events, and Use of Social Media
Webinar in English
Recognised for SAQ recertification – 1.5 SAQ credits
The aim of the webinar is to understand the existing regulatory framework (especially in the EU and ESMA’s practice) on marketing activities in the financial sector. Particular attention will be given to the dissemination of marketing materials, the use of social media by financial intermediaries, and the organisation of marketing events and sponsoring. Industry practices and current trends for increasing brand awareness will also be explored, alongside regulatory developments in jurisdictions beyond the EU. The session will include practical examples and use cases.
Content
- Introduction
- MiFID II
- Relevant definitions (Investment Advice, Preparatory Acts, Marketing Communication, etc.)
- MiCA
- Marketing of crypto-assets and role of regulators
- MAR
- Investment recommendations and organisational requirements
- Senior management responsibilities and regulatory expectations
- Distributing documentation to the public vs. existing clients
- Financial analysis, investment research and recommendation lists
- Events and Social Media
- Organisation of events and use of influencers
- Intra-EU: AIF pre-marketing rules
- Definition, conditions and notification requirements
📅 Date and time
Tuesday 30 June 2026
10:30 – 12:00 (CEST)
💻 Format
Online webinar
The webinar will be held in English
Speakers
Institution
☒ Banks
☒ Securities firms
☒ 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
☒ 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)