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CDB 20 - Cas pratiques (Signature BRP) Evènement en français L'objectif de la formation est de fournir aux participants les connaissances nécessaires pour pouvoir identifier les risques inhérents au processus d'identification, de vérification et d'évaluation dans les différentes étapes du contrôle, conformément à la Convention de diligence des banques et à la pratique de la […]
CHF300.00
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1 event,
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CRD VI - Impact on Swiss and other third-country banks Webinar in English Update: The webinar will also address fiscal implications of CRD VI, with a presentation on “Italy: Tax aspects of CRD VI and position of IRS” Presented by Pierangelo Chiodino, Studio Antonelli Cattaneo Chiodino Battai, Milano This webinar is designed to provide […]
CHF150.00
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BRP Tax SA is pleased to invited you to the webinar dedicated to: Tax Suitability Concept Webinar in English Recognised for recertification SAQ In 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 […]
CHF225.00
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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
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1 event,
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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
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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
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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 […]
CHF150.00 – CHF225.00
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