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DTSTART;TZID=Europe/Zurich:20250305T103000
DTEND;TZID=Europe/Zurich:20250305T120000
DTSTAMP:20260514T061650
CREATED:20250212T100153Z
LAST-MODIFIED:20250226T070447Z
UID:10000198-1741170600-1741176000@brpsa.com
SUMMARY:CRD VI
DESCRIPTION:CRD VI – Impact on Swiss and other third-country banks\nWebinar in English \n  \nUpdate:\nThe webinar will also address fiscal implications of CRD VI\, with a presentation on “Italy: Tax aspects of CRD VI and position of IRS” \nPresented by Pierangelo Chiodino\, Studio Antonelli Cattaneo Chiodino Battai\, Milano \nThis 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 the EU. The webinar will address key topics such as reverse solicitation\, branch requirements and cross-border licensing. \n  \n\nThe training is addressed to\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 \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\nContents\nIntroduction to CRD VI\n\nThird-country cross-border regime before CRD VI\nNew cross-border regime according to CRD VI/CRR III\n\nReverse solicitation under CRD VI \n\nPrinciples\nComparison with reverse solicitation under MiFID II and MiCA\nImpact of the exception contained in Art. 21c para. 4 CRD VI on group supervisory control\n\nBranch requirements \n\nPrinciples\nCase study: Italy\n\nExisting cross-border licenses under the new regime\n• Focus on Germany – Freistellung – and Italy – LPS \n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.05_CRD-VI-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250313T103000
DTEND;TZID=Europe/Zurich:20250313T113000
DTSTAMP:20260514T061650
CREATED:20250218T082446Z
LAST-MODIFIED:20250218T095113Z
UID:10000206-1741861800-1741865400@brpsa.com
SUMMARY:Tax Suitability Concept
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nTax Suitability Concept\nWebinar in English \n\nRecognised for recertification SAQ \n \nIn 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 financial instruments align with clients’ tax regimes but also maximizes the performance after-tax of their portfolios while mitigating potential commercial/civil risks for the financial institution.\n\nIn this webinar\, we’ll dive deep into the tax suitability approach and how it can be impactful for both asset managers and their clients.\n  \nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Wealth Planners\n☒ Asset Managers\n☒ Trustees\n☒ Managers of Collective Assets\n☒ Fund Management Companies\n☒ Client Advisors\n☒ Other Financial Intermediaries \n \n\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\n\n  \nContent\n\n\n\n\n\n\n> Tax Suitability Concept\n\n\n\n\n\n\n> The Variety of Income Tax Patterns\n\n\n\n\n\n\n> Taxation of Income from Financial Instruments\n\n\n\n\n\n\n> The Tax Subject (the Taxpayer)\n\n\n\n\n\n\n> The Tax Object (the Financial Instrument)\n\n\n\n\n\n\n> The Taxable Event (the Transaction)\n\n\n\n\n\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/tax-suitability-concept/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/02/2025.03.13_Tax-Suitability-Concept.png
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250318T140000
DTEND;TZID=Europe/Zurich:20250318T170000
DTSTAMP:20260514T061650
CREATED:20250211T131130Z
LAST-MODIFIED:20250211T133204Z
UID:10000197-1742306400-1742317200@brpsa.com
SUMMARY:Banken und Vermögensverwalter - Beziehungen\, Rollen und Verantwortlichkeiten
DESCRIPTION:Banken und Vermögensverwalter – Beziehungen\, Rollen und Verantwortlichkeiten\nVeranstaltung auf Deutsch \n  \nHaben 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 Gelegenheit\, die Auswirkungen der regulatorischen Änderungen zu erörtern und eigene Erfahrungen auszutauschen. Zu guter Letzt werden verschiedene Fallstudien vorgestellt \n  \n\nDer Kurs richtet sich an:\n\nInstitution\n☒ Banken \n☒ Titelhäuser \n☒ Vermögensverwaltungsgesellschaften \n☐ Trustees\n☐ Vermögensverwaltungsgesellschaften \n☐ Fondsanweisungen \n☐ Kundenberater \n☐ Andere Finanzintermediäre \nFunktion\n☒ Legal und Compliance\n☒ Risk-Management\n☒ Interne Revision\n☐ Client Data Management\n☒ Front \n☐ Asset Management \n☐ HR\n☐ Marketing \n☐ Mitglieder von Leitungsgremien\n☐ Sonstige \n  \n\nZusammenfassung:\n\n\n\n\n\n\n> Typische (historische) Risikofelder für Banken in der Zusammenarbeit mit Vermögensverwaltern\n\n\n\n\n\n> Erwartungen der FINMA\n\n\n\n\n\n> Die Auswirkungen des FIDLEG auf die Rollen und Verantwortlichkeiten der verschiedenen Akteure\n\n\n\n\n\n\n  \n  \nUm weitere Informationen zu dieser Formation zu erhalten\, wenden Sie sich bitte an uns .
URL:https://brpsa.com/events/banken-und-vermogensverwalter-2/
LOCATION:FFHS Zürich Gleisarena\, Zollstrasse 17\, Zurich\, Zurich\, 8005\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/02/2025.03.18_Banken-und-Vermogensverwalter.png
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
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DTSTART;TZID=Europe/Zurich:20250319T100000
DTEND;TZID=Europe/Zurich:20250319T120000
DTSTAMP:20260514T061650
CREATED:20250217T085319Z
LAST-MODIFIED:20250228T074825Z
UID:10000205-1742378400-1742385600@brpsa.com
SUMMARY:ESG pour les gestionnaires d'actifs (Wealth management) - Mise à jour
DESCRIPTION:ESG pour les gestionnaires d’actifs (Wealth management) – Mise à jour\nEvènement en français \n\nReconnu pour la recertification SAQ \n \n  \nBut de la formation\n\nRappeler 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 point de vente\, principalement en Suisse.\nApprofondir le contenu et les conséquences des directives ASB ESG en matière de mandat de gestion et de conseil en placement dans le domaine de la gestion de fortune en intégrant le risque d’écoblanchiment.\nExaminer à travers des exercices pratiques les enjeux concrets de la mise en œuvre de pratiques ESG dans les relations de gestion de fortune. \n  \n\nLa formation s’adresse à\n\n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☐ Gestionnaires de fortune\n☐ Gestionnaires de fortune collective\n☐ Trustees\n☐ Directions de fonds\n☒ Conseillers à la clientèle\n☐ Gestionnaire de portefeuille\n☒ Autres intermédiaires financiers \n\n\n\n\n\nFonction\n☒ Juridique et Conformité \n☒ Gestion des risques \n☒ Audit interne \n☐ Fichier central \n☒ Front \n☐ Asset Management \n☐ RH \n☐ Marketing \n☐ Conseil d’Administration\n☐ Autres \n\n\n\n\n\n\nContenu\n\n\n\n\n\n\n> Cadre applicable en Suisse \n\nRapport du Conseil Fédéral et autres ordonnances\nAutorégulation SFAMA/AMAS/SSF/ASIP\n\n\n\n\n\n\n\n> Directives ASB sous la loupe \n\nIntégration des facteurs ESG dans le processus de conseil et de gestion de fortune\nIdentification des préférences des clients en matière ESG\nObligation de matching des préférences ESG des clients\nDocumentation\, formation et contrôles\n\n\n\n\n\n\n\n> Exercices pratiques (signature BRP) \n\n\n\n\n\n  \nPour plus d’informations sur cette formation\, veuillez nous contacter.
URL:https://brpsa.com/events/esg-pour-les-gestionnaires-dactifs-wealth-management-mise-a-jour-2025/
LOCATION:BRP – Regora Room\, Rue de Vermont 62\, Geneva\, 1202\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.10_ESG-pour-les-gestionnaires-dactifs-WM-scaled.jpg
ORGANIZER;CN="Yvar Mentha":MAILTO:yme@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250327T103000
DTEND;TZID=Europe/Zurich:20250327T120000
DTSTAMP:20260514T061650
CREATED:20250224T101418Z
LAST-MODIFIED:20250325T093358Z
UID:10000208-1743071400-1743076800@brpsa.com
SUMMARY:United Kingdom - Cross-border activities
DESCRIPTION:United Kingdom –  Cross-border activities\nWebinar in English \nRecognised for recertification SAQ \n \n\nUK 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.\n  \nThe training is addressed to\n\n\n\n\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\n\nFunction \n\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\n\n\n\nContent\n\n\n\n\n\n\nRegulatory Framework Governing\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\nProspecting\n\n\nOnboarding new clients\n\n\n\n\n\n\nNegotiation\n\n\nAccount opening\nAdvisory and dicretionary asset management agreements\nDebit and credit cards\, Lombard loans\n\n\n\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\nReporting activities\n\n\n\n\n\nCooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\nTrustee activities\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/united-kingdom-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.27_UK-Cross-border-activities-1.jpg
ORGANIZER;CN="Richard Mc Grand":MAILTO:rmc@brpsa.com
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