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DTSTART;TZID=Europe/Zurich:20250305T103000
DTEND;TZID=Europe/Zurich:20250305T120000
DTSTAMP:20260426T215501
CREATED:20250212T100153Z
LAST-MODIFIED:20250226T070447Z
UID:10000198-1741170600-1741176000@brpsa.com
SUMMARY:CRD VI
DESCRIPTION:CRD VI – Impact on Swiss and other third-country banks\nWebinar in English \n  \nUpdate:\nThe webinar will also address fiscal implications of CRD VI\, with a presentation on “Italy: Tax aspects of CRD VI and position of IRS” \nPresented by Pierangelo Chiodino\, Studio Antonelli Cattaneo Chiodino Battai\, Milano \nThis webinar is designed to provide a comprehensive overview of the new CRD VI framework and its implications for Swiss and third-country banks conducting cross-border business in the EU. The webinar will address key topics such as reverse solicitation\, branch requirements and cross-border licensing. \n  \n\nThe training is addressed to\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 \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\nContents\nIntroduction to CRD VI\n\nThird-country cross-border regime before CRD VI\nNew cross-border regime according to CRD VI/CRR III\n\nReverse solicitation under CRD VI \n\nPrinciples\nComparison with reverse solicitation under MiFID II and MiCA\nImpact of the exception contained in Art. 21c para. 4 CRD VI on group supervisory control\n\nBranch requirements \n\nPrinciples\nCase study: Italy\n\nExisting cross-border licenses under the new regime\n• Focus on Germany – Freistellung – and Italy – LPS \n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.05_CRD-VI-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250313T103000
DTEND;TZID=Europe/Zurich:20250313T113000
DTSTAMP:20260426T215501
CREATED:20250218T082446Z
LAST-MODIFIED:20250218T095113Z
UID:10000206-1741861800-1741865400@brpsa.com
SUMMARY:Tax Suitability Concept
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nTax Suitability Concept\nWebinar in English \n\nRecognised for recertification SAQ \n \nIn today’s ever-changing financial landscape\, tax compliance and efficiency have never been more crucial. At the heart of this complexity lies the concept of tax suitability\, a strategy that not only ensures financial instruments align with clients’ tax regimes but also maximizes the performance after-tax of their portfolios while mitigating potential commercial/civil risks for the financial institution.\n\nIn this webinar\, we’ll dive deep into the tax suitability approach and how it can be impactful for both asset managers and their clients.\n  \nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Wealth Planners\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\n> Tax Suitability Concept\n\n\n\n\n\n\n> The Variety of Income Tax Patterns\n\n\n\n\n\n\n> Taxation of Income from Financial Instruments\n\n\n\n\n\n\n> The Tax Subject (the Taxpayer)\n\n\n\n\n\n\n> The Tax Object (the Financial Instrument)\n\n\n\n\n\n\n> The Taxable Event (the Transaction)\n\n\n\n\n\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/tax-suitability-concept/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/02/2025.03.13_Tax-Suitability-Concept.png
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250327T103000
DTEND;TZID=Europe/Zurich:20250327T120000
DTSTAMP:20260426T215501
CREATED:20250224T101418Z
LAST-MODIFIED:20250325T093358Z
UID:10000208-1743071400-1743076800@brpsa.com
SUMMARY:United Kingdom - Cross-border activities
DESCRIPTION:United Kingdom –  Cross-border activities\nWebinar in English \nRecognised for recertification SAQ \n \n\nUK 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\nFunction \n\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 (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 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\n\nCooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\nTrustee activities\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/united-kingdom-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.27_UK-Cross-border-activities-1.jpg
ORGANIZER;CN="Richard Mc Grand":MAILTO:rmc@brpsa.com
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