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DTSTART;TZID=Europe/Zurich:20240411T103000
DTEND;TZID=Europe/Zurich:20240411T120000
DTSTAMP:20260503T185005
CREATED:20240321T125422Z
LAST-MODIFIED:20240410T060016Z
UID:10000119-1712831400-1712836800@brpsa.com
SUMMARY:Belgium - Cross-border activities
DESCRIPTION:Belgium – Cross-border activities\nWebinar in English \n\n  \nRecognized for SAQ recertification \n \nThe 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 \n\nThe training is aimed at\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Securities houses\n☒ Asset managers\n☐ Trustees\n☐ Collective asset managers\n☐ Fund management companies\n☒ Client advisors\n☐ Other financial intermediaries \n\n\n\n\n\nFonction\n☒ Legal and Compliance\n☒ Risk management\n☐ Internal audit\n☐ Central file\n☐ Front\n☐ Asset Management\n☐ HR\n☒ Marketing\n☒ Board of Directors\n☐ Others \n\n\n\n\n\n\nContent\n\n\n\n\n\n\nRegulatory Framework Governing\n\nBanking services\nInvestment services (EA\, Advisory\, Discretionary)\n\n\n\n\n\n\n\n\nProspecting\n\n\nOnboarding new clients\n\n\n\n\n\n\n\n\nNegotiation\n\n\nAccount opening\nAdvisory and discretionary asset management agreements\nDebit and credit cards\, Lombard loans\n\n\n\n\n\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\n\n\nCooperation with Third Parties\n\nFinders\nBusiness introducers\nEAMs\n\n\n\n\n\n\n\nReporting Activities\n\n\n\n\n\n\nData Protection\n\nApplicability of EU GDPR and Belgium Act\nRisks and risk mitigation measures\n\n\n\n\n\n\n\nCase Studies (Signature BRP)\n\n\n\n\n\n\nOverview of relevant tax aspects (by BRP Tax)\n\nGeneral Tax Principles\nTaxation of Income\nInheritance Tax & Gift Tax\nUpstream Withholding Tax\nTaxation of Financial Products\nExamples\n\n\n\n\n\n\n  \nFor more information about this webinar\, please contact us .
URL:https://brpsa.com/events/belgium-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.11_Belgium-Cross-border-Activities.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240416T103000
DTEND;TZID=Europe/Zurich:20240416T120000
DTSTAMP:20260503T185005
CREATED:20240320T110333Z
LAST-MODIFIED:20240412T122914Z
UID:10000117-1713263400-1713268800@brpsa.com
SUMMARY:Portugal - Cross-border activities
DESCRIPTION:Portugal –  Cross-border activities\nWebinar in English \n\n  \nRecognised for the SAQ recertification \n \nThis training covers the regulatory framework for financial activities towards Portugal from a third country \nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Securities firms\n☒ Asset managers\n☐ Trustees\n☐ Managers of collective assets\n☐ Fund management companies\n☒ Client advisors\n☐ Other financial intermediaries \n\n\n\n\n\nFonction\n☒ Legal and Compliance\n☒ Risk management\n☐ Internal audit\n☐ Central file\n☐ Front\n☐ Asset Management\n☐ HR\n☐ Marketing\n☐ BoD\n☐ Other \n\n\n\n\n\n\nContent\n\n\n\n\n\n\nRegulatory Framework Governing\n\n\n\n\n\n\n\nProspecting\n\n\n\n\n\n\n\n\nNegotiation\n\n\n\n\n\n\nProvision of services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\n\n\n\nCooperation with Third Parties \n\n\n\n\n\n\n\n\nReporting Activities\n\n\n\n\n\n\n\nData Protection\n\n\n\n\n\n\n\nCase studies (signature BRP)\n\n\n\n\n\n\nOverview of relevant tax aspects (by BRP Tax)\n\n\nGeneral Tax Principles\nTaxation of Income\nInheritance Tax\, Gift Tax and other Taxes\nTaxation of Financial Products \n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/portugal-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.16_Portugal-Cross-border-activities.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240416T140000
DTEND;TZID=Europe/Zurich:20240416T153000
DTSTAMP:20260503T185005
CREATED:20240321T103901Z
LAST-MODIFIED:20240410T062131Z
UID:10000118-1713276000-1713281400@brpsa.com
SUMMARY:Italy - Cross-border activities
DESCRIPTION:Italy –  Cross-border activities\nWebinar in English \n\nItalian cross-border rules 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 (finders\, business introducers and EAMs)\, etc. \n\nThe training is addressed to\n\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Securities firms\n☒ Asset managers\n☐ Trustees\n☐ Managers of collective assets\n☐ Fund management companies\n☒ Client advisors\n☐ Other financial intermediaries \n\n\n\n\n  \n\nFonction\n☒ Legal and Compliance\n☒ Risk management\n☐ Internal audit\n☐ Central file\n☐ Front\n☐ Asset Management\n☐ HR\n☐ Marketing\n☐ BoD\n☐ Other \n\n\n\n\n\n\nContent\n\n\n\n\n\n\nRegulatory Framework Governing\n\nBanking services\nInvestment services (EA\, Advisory\, Discretionary)\n\n\n\n\n\n\n\n \n\n\n\n\n\n\nMarket Access Rules and Associated Risks\n\n\n\n\n\n\nProspecting\n\n\nOnboarding new clients\n\n\n\n\n\n\nNegotiation\n\n\nAccount opening\nAdvisory and dicretionary asset management agreements\nDebit and crdit cards\, Lombard loans\n\n\n\n\n\n\n \n\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n \n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\n\n \n\n\n\n\n\n\nCooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\nTrustee activities\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\nReporting Activities\n\n\n\n\n\n\n \n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\nData Protection\n\n\nApplicability of EU GDPR and the Italian Personal Data Protection Code\nRisks and risks mitigation measures\n\n\n\n\n\n\n\n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/italy-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.16_Italy-Cross-border-activities.jpg
ORGANIZER;CN="Daria Brughelli":MAILTO:dbr@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240417T103000
DTEND;TZID=Europe/Zurich:20240417T120000
DTSTAMP:20260503T185005
CREATED:20240320T101755Z
LAST-MODIFIED:20240417T075127Z
UID:10000116-1713349800-1713355200@brpsa.com
SUMMARY:Distribution of investment schemes and structured products
DESCRIPTION:Distribution of investment schemes\, structured products and related aspects of the Swiss Financial Market Regulation\nWebinar in English \n\nRecognised for the SAQ recertification \n \n  \nThe objective of this webinar is to provide an overview of the distribution of Swiss and foreign collective investment schemes and structured products under the applicable law. It will focus on the requirements for distributors and the rules of conduct to be observed in connection with distribution and the products to be distributed \n  \n\nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Securities firms\n☒ Asset managers\n☒ Trustees\n☒ Managers of collective assets\n☒ Fund management companies\n☐ Client advisors\n☒ Other financial intermediaries \n\n\n\n\n\nFonction\n☒ Legal and Compliance\n☒ Risk management\n☒ Internal audit\n☐ Central file\n☒ Front\n☒ Asset Management\n☐ HR\n☐ Marketing\n☐ BoD\n☐ Other \n\n\n\n\n\n  \nContent\n\n\n\n\n\n\nSwiss Regulatory Framework for the Provision of Financial Services\n\n\n\n\n\n\n\nConcept of Distribution\n\n\nDistribution as an offer\nDistribution as a financial service\nDistribution as advertising\n\n\n\n\n\n\n\n\nImplications (of an offer\, a financial service and advertising)\n\n\n\n\n\n\n\n\nFurther Related Aspects\n\n\n\n\n\n\nFinancial Regulation\n\n\nProspectus requirements\nKey Information Document\nRetrocessions\n\n\n\n\n\n\n\n\nPractical Implication\n\n\nDistribution of investment funds and structured products\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/distribution-of-investment-schemes/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.17_Concept-of-distribution.jpg
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240423T103000
DTEND;TZID=Europe/Zurich:20240423T120000
DTSTAMP:20260503T185005
CREATED:20240326T075231Z
LAST-MODIFIED:20240422T151538Z
UID:10000084-1713868200-1713873600@brpsa.com
SUMMARY:Fallstudien zum Datenschutz und Bankgeheimnis
DESCRIPTION:  \nFallstudien zum Datenschutz und Bankgeheimnis  \nWebinar auf Deutsch \n\nDie Grundsätze des Datenschutzes und des Bankgeheimnisses gelten für gleiche Sachverhalte\, aber welcher Grundsatz gilt bei der Bearbeitung von Personendaten? \nIn dieser zweiten Schulung zum Thema Datenschutz befasst sich BRP mit diesen Grundsätzen und veranschaulicht sie mit praktischen Beispielen und Verweisen auf die Rechtsprechung. Die Schulung wird die Themen Datensammlung\, Datennutzung\, Datenspeicherung und Datenübertragung vertiefen. Wir werden auch verschiedene Situationen bei Anträgen auf Auskunft und interne Verfahren ansprechen. Ziel ist es\, anhand konkreter Fälle die Unterschiede und Gemeinsamkeiten des Bankgeheimnisses und des Schutzes von Personendaten herauszuarbeiten \n  \n  \nDer Kurs richtet sich an\n\n\n\n\n\n\nInstitute\n☒ Banken\n☒ Wertpapierhäuser\n☒ Vermögensverwalter\n☒ Trustees\n☒ Verwalter von Kollektivvermögen\n☒ Fondsleitungen\n☒ Kundenberater\n☒ Andere Finanzintermediäre \n\n\n\n\n\nFonktion\n☒ Legal und Compliance\n☒ Risk Management\n☒ Interne Revision\n☒ Client Data Management\n☐ Front\n☒ Asset Management\n☐ HR\n☒ Marketing\n☐ Mitglieder von Leitungsgremien\n☐ Sonstige \n\n\n\n\n\n\n\nKursinhalt\n\n\n\n\n\n\nLex generalis und lex specialis\n\n\n\n\n\n\n\nFallbeispiele aus der Praxis und Kollision der Gesetze\n\n\n\n\n\nBeurteilung von Best Practices seit dem Inkrafttreten des DSG vor sechs Monaten\n\n\n\n\n  \nFür weitere Informationen zu diesem Kurs kontaktieren\, Sie uns bitte \n 
URL:https://brpsa.com/events/fallstudien-zum-datenschutz-und-bankgeheimnis/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.23_Fallstudien-zum-Datenschutz-und-Bankgeheimnis-1.jpg
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240426T103000
DTEND;TZID=Europe/Zurich:20240426T120000
DTSTAMP:20260503T185005
CREATED:20240411T131318Z
LAST-MODIFIED:20240422T135315Z
UID:10000125-1714127400-1714132800@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:Marketing\, Events\, and Use of Social Media\nWebinar in English \nThe aim of the webinar is to understand the existing regulatory framework (especially in the EU and ESMA’s practice) on these areas\, in particular with regard to the dissemination of marketing material\, the use of social media by financial intermediaries\, the organisation of marketing events and sponsoring. Topics such as industry practice and current trends to increase brand awareness as well as regulations in jurisdictions other than the EU will also be discussed during the webinar. Practical examples and use cases will be included\n  \nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Securities firms\n☒ Asset managers\n☐ Trustees\n☐ Managers of collective assets\n☐ Fund management companies\n☒ Client advisors\n☒ Other financial intermediaries \n\n\n\n\n\nFonction\n☒ Legal and Compliance\n☒ Risk management\n☐ Internal audit\n☐ Central file\n☒ Front\n☒ Asset Management\n☐ HR\n☒ Marketing\n☒ BoD\n☐ Other \n\n\n\n\n\n\nContent\n\n\n\n\n\n\nIntroduction\n\n\n\n\n\nMiFID II\n\n\nRelevant definitions: Investment Advice\, Preparatory Acts\, Advice about financial instruments addressed to the general public\, Generic Advice about a Type of Financial Instrument\, Investment Research and Financial Analysis\, Marketing Communication\n\n\n\n\n\n\nMiCA\n\n\nMarketing communication relating to an offer to the public of crypto-asset\, authorisation of crypto-asset service providers (VASPs)\, Exclusion of reverse solicitation for active marketing\, Intervention power of ESMA\, EBA and NCAs\n\n\n\n\n\n\nMAR\n\n\n\nRelevant definitions: Information Recommending or Suggesting an Investment Strategy\, Investment Recommendations\, Organisational requirements\nRequired controls and involvement of the Senior Management\nESMA and NCAs expectations\nFuture regulation\n\n\n\n\n\n\n\nDistributing documentation to the public vs. existing clients\n\n\nMacroeconomic documentation\nFinancial analysis and Investment research\nRecommendation lists\n\n\n\n\n\n\n\nEvents and Social Media\n\n\nThe right way to organize them\nInfluencers\n\n\n\n\n\n\n\nIntra-EU: AIF pre-marketing rules\n\n\nApplicability\nDefinition of pre-marketing\, pre-marketing conditions\nPre-marketing notification procedure/formalities\, reverse solicitation\nMarketing communications\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/marketing-events-and-the-use-of-social-media/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.04.04_Marketing-Events-and-use-of-Social-Media-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
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