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X-ORIGINAL-URL:https://brpsa.com
X-WR-CALDESC:Events for BRP
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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241008T103000
DTEND;TZID=Europe/Zurich:20241008T120000
DTSTAMP:20260427T075108
CREATED:20240912T080550Z
LAST-MODIFIED:20241002T144805Z
UID:10000158-1728383400-1728388800@brpsa.com
SUMMARY:Data Processing Agreements
DESCRIPTION:Data Processing Agreements: Scope and Best Practices\nWebinar in English \n \n  \n  \nrecognised for recertification SAQ \n\nAccountability is one of the data protection principles. Every financial institution needs to put in place appropriate technical and organisational measures when processing personal data. Such measures include concluding written agreements to ensure that controllers and processors both understand their obligations\, responsibilities and liabilities. Contracts also assist controllers in demonstrating compliance to individuals and regulators. The training will focus on the various data processing agreements required when processing personal data \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\nFunction\n☒ Legal and Compliance \n☒ Risk management \n☐ Internal audit \n☐ Central file \n☐ Front \n☐ Asset Management \n☐ HR ☒ Marketing \n☒ BoD \n☐ Other \n\n\n\n\n  \n\nContent\n\n\n\n\n\n\n> Roles \n\n\n\n\n\n\n> Legal and Regulatory Bases \n\n\n\n\n\n\n> Contract Models and Clauses \n\n\n\n\n\n\n> Audit Checklist \n\n\n\n\n\n  \nMore information about this training? contact us.
URL:https://brpsa.com/events/data-processing-agreements/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2024/09/2024.10.14_Data-processing-agreements-1.png
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241015T140000
DTEND;TZID=Europe/Zurich:20241015T153000
DTSTAMP:20260427T075108
CREATED:20240913T150529Z
LAST-MODIFIED:20240925T073739Z
UID:10000161-1729000800-1729006200@brpsa.com
SUMMARY:Credits in Cross-border Activities
DESCRIPTION:Credits in Cross-border Activities\nWebinar in English \n \n  \n  \nRecognised for recertification SAQ \n  \n\nCross-border lending requires a comprehensive understanding of the target country’s regulatory framework \nThis training covers the relevant legal and regulatory aspects that a bank must consider for understanding the market access rules (and associated risks) for the cross-border promotion\, offering and granting of credits to clients resident in a foreign country. This is not a country-specific training. Examples from different jurisdictions will be provided \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\n\nFunction\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: Credits Department \n\n\n\n\n\n\nContent\n\n\n\n\n\n\n> General Regulatory Framework Governing Cross-border Credit Activities\n\n\n\n\n\n\n> Market Access Rules and Associated Risks\n\n\n\n\n\n\n\n> Financial Regulation\n\nLicensing Requirements for the Promotion and Offering of Credit Services\n\n\n\n\n\n\n\n> Consumer Protection Regulation\n\nApplicability of Foreign Consumer Protection Regulation\nMandatory Consumer Protection Laws\n\n\n\n\n\n\n\n> Foreign Exchange Controls\n\n\nDisbursement\nRepayment\n\n\n\n\n\n\n\n\n\n> Data Protection Regulation\n\n\nApplicability of Foreign Law to Cross-border Activities\nRisk Mitigation Measures\n\n\n\n\n\n\n\n\n\n\n\n> Relevant Tax Aspects Concerning the Lender\n\n\nWithholding Tax\nTaxation on Interest\nPermanent Establishment\nTax Registration / Reporting Obligations\n\n\n\n\n\n\n\n\n\n\n\n\n\n> BRP Country Manual Credits\n\n\nGeneral Presentation of BRP Country Manual Credits\n\n\n\n\n\n\n\n\n\n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/credits-in-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2024/09/Credits-in-cross-border-activities.png
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241018T103000
DTEND;TZID=Europe/Zurich:20241018T120000
DTSTAMP:20260427T075108
CREATED:20240913T142657Z
LAST-MODIFIED:20241017T082508Z
UID:10000160-1729247400-1729252800@brpsa.com
SUMMARY:Data Archiving\, Storage and Destruction
DESCRIPTION:Data Archiving\, Storage and Destruction\n\nWebinar in English \n\nDocumentation held by financial institutions\, whether internal or pertaining to clients\, must be kept. However\, once the personal data within these files is no longer needed for processing purposes\, it must be erased\, destroyed or anonymised\, as required by law. Financial institutions may find it difficult to balance the demands of financial regulation with those of data protection. This training will be practical\, focusing on concrete examples \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\nFonction\n☒ Legal and Compliance \n☒ Risk management \n☒ Internal audit \n☒ Central file \n☒ Front \n☒ Asset Management \n☒ HR ☒ Marketing \n☐ BoD \n☐ Other \n\n\n\n\n  \n\nContent\n\n\n\n\n\n\nRetention & Archiving Objectives \n\n\n\n\n\n\nData Life Cycles \n\n\n\n\n\n\nRetention & Archiving Periods \n\n\n\n\n\n\nDeletion Procedures \n\n\n\n\n\n\nCase Studies (BRP Signature) \n\n\n\n\n\n  \nMore information about this training? contact us.
URL:https://brpsa.com/events/data-archiving-storage-and-destruction/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.18_Data-Archiving-Storage-and-Destruction-scaled.jpg
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241022T103000
DTEND;TZID=Europe/Zurich:20241022T120000
DTSTAMP:20260427T075108
CREATED:20240923T101831Z
LAST-MODIFIED:20241017T082639Z
UID:10000162-1729593000-1729598400@brpsa.com
SUMMARY:Regulatorische Erwartungen an die Ausbildung
DESCRIPTION:Regulatorische Erwartungen ​an die Ausbildung für Schweizer Banken ​und Finanzinstitute\nWebinar auf Deutsch \n  \n\nZiel des Seminars ist es\, die regulatorischen Erwartungen an die Aus- und Weiterbildung für Schweizer Banken und Finanzinstitute in Erinnerung zu rufen \n  \n\nDie Schulung richtet sich an\n\n\n\n\n\nInstitute\n\n☒ Banken\n☒ Wertpapierhäuser\n☒ Vermögensverwalter\n☒ Trustees\n☐ Verwalter von Kollektivvermögen\n☐ Fondsleitungen\n☐ Kundenberater\n☐ Andere Finanzintermediäre\n\n\n\n\nFunktion\n\n☒ Legal und Compliance\n☒ Risk Management\n☒ Interne Revision\n☐ Client Data Management\n☒ Front\n☐ Asset Management\n☒ HR\n☐ Marketing\n☒ Vorstand\n☐ Sonstige\n\n\n\n\n\n\nInhalt\n\n> Grundlagen der Ausbildungspflicht\n> Gegenstand der Ausbildung\n> Wer muss ausgebildet werden?\n> Organisation der Ausbildung\n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte.
URL:https://brpsa.com/events/regulatorische-erwartungen-an-die-ausbildung/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.22_-Regulatorische-Erwartungen-​an-die-Ausbildung-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241023T103000
DTEND;TZID=Europe/Zurich:20241023T120000
DTSTAMP:20260427T075108
CREATED:20240923T104436Z
LAST-MODIFIED:20241022T112831Z
UID:10000163-1729679400-1729684800@brpsa.com
SUMMARY:Monaco - Cross-border activities
DESCRIPTION:Monaco –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Monaco from a third country. It includes Monaco’s 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\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\nFunction\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  \nContent\n\n\n\n\n\n\nRegulatory Framework Governing\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\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 discretionary asset management agreements\nDebit and credit cards\, Lombard loans\n\n\n\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\nReporting activities\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\nData Protection\n\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/monaco-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.23_Monaco-Cross-border-Activities-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241024T103000
DTEND;TZID=Europe/Zurich:20241024T120000
DTSTAMP:20260427T075108
CREATED:20240923T110010Z
LAST-MODIFIED:20241023T073832Z
UID:10000164-1729765800-1729771200@brpsa.com
SUMMARY:Singapore - Cross-border activities
DESCRIPTION:Singapore –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Singapore from a third country including Singapore’s 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 and cooperation with third parties (finders\, business introducers and EAMs)\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\nFunction\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  \nContent\n\n\n\n\n\n\nRegulatory Framework Governing\n\nBanking services\nInvestment services (EO\, advisory services\, discretionary asset management)\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 credit cards\, Lombard loans\n\n\n\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\nReporting activities\n\n\n\n\nTax aspects for investment purposes (by BRP Tax SA) \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\nCase Studies (signature BRP)\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/singapore-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.24_Singapore-Cross-border-Activities-3-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241029T103000
DTEND;TZID=Europe/Zurich:20241029T120000
DTSTAMP:20260427T075108
CREATED:20240925T103454Z
LAST-MODIFIED:20241028T085512Z
UID:10000165-1730197800-1730203200@brpsa.com
SUMMARY:Haftung in der Vermögensverwaltung und Anlageberatung
DESCRIPTION:Haftung in der Vermögensverwaltung und Anlageberatung: Haftungsquellen und Risikominderungsfaktoren\nWebinar auf Deutsch \n \n  \n  \nAnerkannt für die SAQ-Rezertifizierung \n\nMit dem Inkrafttreten des Finanzdienstleistungsgesetzes haben sich die Praktiker in erster Linie auf die verwaltungsrechtlichen Aspekte der Erbringung von Vermögensverwaltungs- und Anlageberatungsdiensten konzentriert. Ziel dieser Schulung ist es\, auch den zivilrechtlichen Aspekten\, die die beiden genannten Finanzdienstleistungen betreffen\, Raum zu geben und die wichtigsten Quellen der zivilrechtlichen Haftung des Vermögensverwalters im Lichte der Rechtsprechung des Bundesgerichts zu veranschaulichen \nDie Präsentation wird von praktischen Fällen begleitet\, die es ermöglichen\, die vorgestellten Konzepte anzuwenden und eine Interaktion mit den Teilnehmern zu ermöglichen \nIm zweiten Teil der Schulung werden mögliche Faktoren zur Minderung des Haftungsrisikos für den Vermögensverwalter analysiert\, wobei ein pragmatischer Ansatz verfolgt wird\, um konkrete Vorschläge zu unterbreiten \n\nDie Schulung richtet sich an\n\n\n\n\n\nInstitute\n\n☒ Banken\n☒ Wertpapierhäuser\n☒ Vermögensverwalter\n☐ Trustees\n☐ Verwalter von Kollektivvermögen\n☒ Fondsleitungen\n☒ Kundenberater\n☒ Andere Finanzintermediäre\n\n\n\n\nFunktion\n\n☒ Legal und Compliance\n☒ Risk Management\n☒ Interne Revision\n☒ Client Data Management\n☒ Front\n☒ Asset Management\n☐ HR\n☐ Marketing\n☒ Vorstand\n☐ Sonstige\n\n\n\n\n\n\nInhalt\n\n > Einführung\n\n> Haftungsquellen in der Vermögensverwaltung\n\n> Haftungsquellen in der Anlageberatung\n\n> Überblick über die Rechtsprechung zur Schadensberechnung\n\n> Risikominderungsfaktoren\n\n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte.
URL:https://brpsa.com/events/haftung-in-der-vermogensverwaltung-und-anlageberatung/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.29_Haftung-in-der-Vermogensverwaltung-und-Anlageberatung-scaled.jpg
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
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