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DTSTART;TZID=Europe/Zurich:20261028T103000
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DTSTAMP:20260929T125833Z
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UID:10000266-1793183400-1793188800@brpsa.com
SUMMARY:Cross-border Switzerland - UK 2026 | Berne Financial Services Agreement
DESCRIPTION:BRP Bizzozero & Partners SA invites you to: \nCross‑border Switzerland – UK 2026 | Berne Financial Services Agreement\nJoin the BRP Bizzozero & Partners team for a focused webinar exploring the practical implications of the Berne Financial Services Agreement (BFSA) for cross-border banking and financial services between Switzerland and the United Kingdom. \nOur speakers will provide a pragmatic overview of relevant FINMA and FCA material and discuss the impact of the BFSA on the activities of Swiss financial intermediaries operating cross-border with UK clients. \nThe webinar will also focus on contractual and pre-contractual documentation requirements necessary to conduct business in compliance with applicable regulations. \n\n \n\nTopics include\n\nOverview of the Berne Financial Services Agreement and the FINMA and FCA guidance\nCross‑border impact\nPre‑contractual communications and contractual documentation\nBanking services\, including account opening and provision of credit\nInvestment services\, asset management\, reporting\, and UK branches\n\n\n \n\n\n📅 Date and time\nWednesday 28 October 2026\n10:30am – 12:00pm (CEST) \n\n\n💻 Format\nWebinar – Connection details will be shared upon registration \n\n\n \n\n\nAudience\n☒ Front office and client relationship teams\n☒ Business development managers\n☒ Strategic leadership and General Management\n☒ Legal\, Compliance and Regulatory Affairs \n\n\n \n\nPlan\nI. Overview\n1. Scope\n2. Banking services from Switzerland into the UK\n3. Investment services from Switzerland into the UK\n4. Asset management services from Switzerland into the UK \nII. Practical implementation challenges\n1. Applicable UK regulatory framework\n2. Temporary presence under BFSA deference\n3. Provision of services via UK authorised entity\n4. Application of FCA product intervention measures\n5. High‑Net‑Worth client classification requirements\n6. Client consent to regulatory disclosure \n\n \nOur Speakers\nPatrick Genazzi – Managing Director at BRP SA\nRichard Mc Grand – Senior Manager\, Legal Advisor BRP / aosphere\nSasha Benzoni – Manager\, Legal Advisor at BRP SA\n \n\nParticipation fee\nCHF 150.– per participant\nCHF 100.– per participant for group registrations (two or more participants) \n\nRegistration 👇
URL:https://brpsa.com/events/cross-border-switzerland-uk-2026-berne-financial-services-agreement-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/09/Visuel-LinkedIn-1920-x-1080-px-18.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
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DTSTART;TZID=Europe/Zurich:20261104T103000
DTEND;TZID=Europe/Zurich:20261104T120000
DTSTAMP:20261005T162818Z
CREATED:20261005T162818Z
LAST-MODIFIED:20261005T162818Z
UID:10000267-1793788200-1793793600@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:BRP SA invites you to: \nMarketing\, Events\, and Use of Social Media\nWebinar in English \nRecognised for SAQ recertification – 1.5 SAQ credits \nThe aim of the webinar is to understand the existing regulatory framework (especially in the EU and ESMA’s practice) on marketing activities in the financial sector. Particular attention will be given to the dissemination of marketing materials\, the use of social media by financial intermediaries\, and the organisation of marketing events and sponsoring. Industry practices and current trends for increasing brand awareness will also be explored\, alongside regulatory developments in jurisdictions beyond the EU. The session will include practical examples and use cases. \n\n\n\n\nContent\n\nIntroduction\nMiFID II\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\nMiCA\n\nMarketing communication relating to an offer to the public of crypto-asset\nAuthorisation of crypto-asset service providers (VASPs)\nExclusion of reverse solicitation for active marketing\nIntervention power of ESMA\, EBA and NCAs\n\n\nMAR\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\n\n\nFuture regulation\nDistributing documentation to the public vs. existing clients\nMacroeconomic documentation\nFinancial analysis and Investment research\nRecommendation lists\nEvents and Social Media\n\nThe right way to organize them\nInfluencers\n\n\nIntra-EU: AIF pre-marketing rules\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\n\n📅 Date and time\nWednesday 4th November 2026\n10:30 – 12:00 (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\nSpeakers\nKarina Singh – Legal Advisor\, Private Banking & Credits at BRP\nRicardo Oliveira – Legal Advisor\, Private Banking & Credits at BRP\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\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\nCost\nCHF 150.– per attendee\nSave 25% when registering as a group (2 or more participants) \n\nRegistration 👇
URL:https://brpsa.com/events/marketing-events-and-use-of-social-media-3/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/10/Visuel-LinkedIn-1920-x-1080-px-19.png
ORGANIZER;CN="Karina Singh":MAILTO:kas@brpsa.com
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