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Banken und Verm̦gensverwalter РBeziehungen, Rollen und Verantwortlichkeiten

FFHS Zürich Gleisarena Zollstrasse 17, Zurich, Zurich, Switzerland

Banken und Vermögensverwalter - Beziehungen, Rollen und Verantwortlichkeiten Veranstaltung auf Deutsch   Haben sich seit dem Inkrafttreten des FIDLEG die Beziehungen zwischen den Depotbanken und den Vermögensverwaltern verändert? Hat das Gesetz eine grundlegende Änderung der Rollen und Verantwortlichkeiten unter den Finanzinstituten, gegenüber der Aufsichtsbehörde oder gegenüber den Kundinnen und Kunden zur Folge? Dieser Kurs bietet […]

CHF350.00

ESG pour les gestionnaires d’actifs (Wealth management) – Mise à jour

BRP - Regora Room Rue de Vermont 62, Geneva, Switzerland

ESG pour les gestionnaires d'actifs (Wealth management) - Mise à jour Evènement en français Reconnu pour la recertification SAQ   But de la formation Rappeler aux collaborateurs et responsables des activités de front comme des fonctions juridiques et de contrôle d’établissements de gestion de fortune en Suisse, les grandes évolutions et enjeux réglementaires en matière d’ESG au […]

CHF300.00

United Kingdom – Cross-border activities

Online

United Kingdom -  Cross-border activities Webinar in English Recognised for recertification SAQ UK 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.   The training is addressed to Institution ☒ Banks […]

CHF150.00

Cooperation with third parties

Online

Cooperation with third parties Webinar in English Recognised for the SAQ recertification The webinar aims at giving insights on the management of cross-border risks when cooperating with third parties (finders, business introducers and EAMs). It focuses in particular on the risks and challenges faced by financial intermediaries when collaborating cross-border with third parties in a […]

CHF150

France РActivit̩s Cross-border

Online

France -  Activités Cross-border Webinaire en Français Reconnu par la recertification SAQ Ce webinaire vise à présenter le cadre réglementaire français régissant les activités financières cross-border depuis un pays tiers. Les sujets tels que la promotion et la publicité liées aux services bancaires et aux services d’investissement, la négociation de contrats et de mandats, la […]

CHF150.00

Conférence fiscale France

Warwick Genève 14 Rue de Lausanne, Geneva, Switzerland

Conférence fiscale France Événement en français Recognised for recertification SAQ   La conférence, présentée par des avocats fiscalistes reconnus du cabinet Osborne Clarke - Paris, abordera les sujets phares de l’actualité fiscale en France en 2025 ainsi qu’un focus sur la fiscalité transfrontalière des fonds d’investissements français   Intervenantes Dorothée Chambon / Avocate à la cour, […]

CHF350.00

Argentina – Cross-border Activities

Online

Argentina - Cross-border Activities Webinar in English Recognised for the SAQ recertification The training presents Argentinian 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, distribution of financial instruments, cooperation with third parties (finders, business introducers and external asset managers), […]

CHF150.00

Germany – Tax Aspects

Online

BRP Tax SA is pleased to invited you to the webinar dedicated to: Germany - Tax Aspects Webinar in English Recognised for recertification SAQ This webinar focuses on the German tax regulations related to cross-border investment services offered to a private investor from a third country. The aim is to consider the tax impact of […]

CHF150.00

CRD VI

Online

CRD VI - Impact on Swiss and other third-country banks Webinar in English   This 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/into the EU. The webinar will address key topics such as reverse solicitation, branch requirements […]

CHF150.00

Coopération avec des tiers

Online

Coopération avec des tiers Webinaire en français Reconnu pour la recertification SAQ - Cette formation vous permettra d'obtenir 1.5 crédits SAQ     Ce webinaire aborde la thématique essentielle de la gestion des risques cross-border lors de la coopération avec des finders, des apporteurs d'affaires et des gérants de fortune indépendants (ou EAMs en anglais). […]

Get Tickets CHF150.00

India – Latest Regulatory Developments and FOREX Refresher

Online

India - Latest Regulatory Developments and FOREX Refresher Webinar in English   In this webinar, our Indian counsel will present the latest regulatory developments in the financial industry with a focus on the recent amendments to SEBI (Investment Advisors) Regulations, 2013, to SEBI (Research Analysts) Regulations, 2014, and to SEBI rules for Offshore Derivatives (ODIs) […]

Get Tickets Free

Cross-border Limits for Trustee Activities

Online

Cross-border Limits for Trustee Activities Webinar in English       Recognised for SAQ recertification - This course will enable you to earn 1.5 SAQ credits The purpose of the course is to explain the limits to be respected in the cross-border offering of services by Trustee companies. We will highlight the duty to correctly frame […]

Get Tickets CHF150.00