Marketing Events and Use of Social Media

Name: Marketing Events and Use of Social Media
Start: 2025-09-23T14:00:00+02:00
End: 2025-09-23T15:30:00+02:00
Location: Online

September 23, 2025 - 2:00 pm - 3:30 pm

CHF150.00

Webinar in EnglishRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits

Institution# ☒ Banks ☒ Securities firms ☒ Asset managers ☐ Trustees ☐ Managers of collective assets ☐ Fund management companies ☒ Client advisors ☒ Other financial intermediaries	Function# ☒ Legal and Compliance ☒ Risk management ☐ Internal audit ☐ Central file ☒ Front ☒ Asset Management ☐ HR ☒ Marketing ☒ BoD ☐ Other

Introduction
MiFID II Relevant 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
MiCA Marketing communication relating to an offer to the public of crypto-asset, authorisation of crypto-asset service providers (VASPs), Exclusion of reverse solicitation for active marketing, Intervention power of ESMA, EBA and NCAs
MAR Relevant definitions: Information Recommending or Suggesting an Investment Strategy, Investment Recommendations, Organisational requirements Required controls and involvement of the Senior Management ESMA and NCAs expectations Future regulation
Distributing documentation to the public vs. existing clients Macroeconomic documentation Financial analysis and Investment research Recommendation lists
Events and Social Media The right way to organize them Influencers
Intra-EU: AIF pre-marketing rules Applicability Definition of pre-marketing, pre-marketing conditions Pre-marketing notification procedure/formalities, reverse solicitation Marketing communications

For more information on this webinar, please contact us.

Details

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