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Belgium – Cross-border activities

April 11, 2024 - 10:30 am - 12:00 pm
CHF150.00
BRP SA - 2024.04.11_Belgium - Cross-border Activities

Belgium – Cross-border activities#

Webinar in English

 

Recognized for SAQ recertification

The training aims to present the Belgian cross-border rules governing financial promotion and advertising in banking and investment services, the negotiation of financial services contracts, the provision of banking and investment services, cooperation with third parties, as well as data protection rules and associated risks. An overview of relevant Belgian tax aspects will conclude the training

The training is aimed at#

Institution#

☒ Banks
☒ Securities houses
☒ Asset managers
☐ Trustees
☐ Collective asset managers
☐ Fund management companies
☒ Client advisors
☐ Other financial intermediaries

Fonction#

☒ Legal and Compliance
☒ Risk management
☐ Internal audit
☐ Central file
☐ Front
☐ Asset Management
☐ HR
☒ Marketing
☒ Board of Directors
☐ Others

Content#

Regulatory Framework Governing
  • Banking services
  • Investment services (EA, Advisory, Discretionary)
Prospecting
  • Onboarding new clients
Negotiation
  • Account opening
  • Advisory and discretionary asset management agreements
  • Debit and credit cards, Lombard loans
Provision of Services (EO, Advisory, Discretionary)
Distribution / Placement of Financial Products
Cooperation with Third Parties
  • Finders
  • Business introducers
  • EAMs
Reporting Activities
Data Protection
  • Applicability of EU GDPR and Belgium Act
  • Risks and risk mitigation measures
Case Studies (Signature BRP)
Overview of relevant tax aspects (by BRP Tax)
  • General Tax Principles
  • Taxation of Income
  • Inheritance Tax & Gift Tax
  • Upstream Withholding Tax
  • Taxation of Financial Products
  • Examples

 For more information about this webinar, please contact us .

Details

Place

Speakers

Other

Language
English
Countries
Belgium
Topics
Cross border

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