Cross-border Switzerland – UK 2026 | Berne Financial Services Agreement
BRP Bizzozero & Partners SA invites you to:
Cross‑border Switzerland – UK 2026 | Berne Financial Services Agreement#
Join 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.
Our speakers will provide a pragmatic overview of the FINMA and FCA practical guides published on 3 November and discuss their impact on the activities of Swiss financial intermediaries operating cross‑border with UK clients.
The webinar will also focus on contractual and pre‑contractual documentation requirements necessary to conduct business in compliance with applicable regulations. Finally, we will address certain practical aspects that require a clear position from financial intermediaries, first and foremost the concept of the client, which is fundamental to ensuring regulatory‑compliant reporting.
Topics include#
- Overview of the Berne Financial Services Agreement and the FINMA and FCA guidance
- Cross‑border impact
- Pre‑contractual communications and contractual documentation
- Banking services, including account opening and provision of credit
- Investment services, asset management, reporting, and UK branches
📅 Date and time#
Wednesday 6 May 2026
10:30am – 12:00pm (CEST)
💻 Format#
Webinar – Connection details will be shared upon registration
Audience#
☒ Front office and client relationship teams
☒ Business development managers
☒ Strategic leadership and General Management
☒ Legal, Compliance and Regulatory Affairs
Plan#
I. Overview
1. Scope
2. Banking services from Switzerland into the UK
3. Investment services from Switzerland into the UK
4. Asset management services from Switzerland into the UK
II. Practical implementation challenges
1. Applicable UK regulatory framework
2. Temporary presence under BFSA deference
3. Provision of services via UK authorised entity
4. Application of FCA product intervention measures
5. High‑Net‑Worth client classification requirements
6. Client consent to regulatory disclosure
Our Speakers#
Participation fee#
CHF 150.– per participant
CHF 100.– per participant for group registrations (two or more participants)
