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Belgium – Cross-border Activities

June 2 - 10:30 am - 12:00 pm
CHF150.00

Belgium – Cross-border Activities

Webinar in English

 

Recognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits

 

 

 

 

This training covers the regulatory framework for financial activities towards Belgium from a third country governing financial promotion and advertising relating to banking and investment services, negotiation of financial services agreements, provision of banking and investment services, cooperation with third parties, as well as data protection rules and related risks. An overview of the relevant Belgian tax aspects will conclude the training.

 

The training is addressed to

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

Content

Regulatory Framework Governing
  • Banking services
  • Investment services (EO, 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
Reporting activities
Overview of Relevant Tax Aspects (by BRP Tax SA)
  • General principles
  • Taxation of income
  • Taxation of financial products
Case Studies (signature BRP)

 

For more information on this webinar, please contact us.

Details

Place

Speakers

Other

Language
English
Countries
Belgium
Topics
Cross border

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