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DTSTART;TZID=Europe/Zurich:20250602T103000
DTEND;TZID=Europe/Zurich:20250602T120000
DTSTAMP:20260504T051332
CREATED:20250506T070046Z
LAST-MODIFIED:20250811T143857Z
UID:10000220-1748860200-1748865600@brpsa.com
SUMMARY:Belgium - Cross-border Activities
DESCRIPTION:Belgium – Cross-border Activities\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \n  \nThis training covers the regulatory framework for financial activities towards Belgium from a third country 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\, as well as data protection rules and related risks. An overview of the relevant Belgian tax aspects will conclude the training. \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 Discretionary 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\nOverview of Relevant Tax Aspects (by BRP Tax SA)\n\n\nGeneral principles\nTaxation of income\nTaxation of financial products\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/belgium-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/05/2025.06.02_Belgium-Cross-border-Activities-scaled.webp
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250611T103000
DTEND;TZID=Europe/Zurich:20250611T113000
DTSTAMP:20260504T051332
CREATED:20250512T071325Z
LAST-MODIFIED:20250514T054843Z
UID:10000221-1749637800-1749641400@brpsa.com
SUMMARY:Italy - Tax Aspects
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nItaly – Tax Aspects\nWebinar in English \n\n  \nRecognised for SAQ recertification – This course will enable you to earn 1 SAQ credit \n\n  \n  \n  \n  \nThis webinar focuses on the Italian 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 financial investments within the framework of a discretionary management (or advisory) mandate\, mitigating the commercial and civil risks. \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☐ Wealth Planners\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> General Tax Principles\n\n> Taxation of Income\n\n> Wealth Tax\, Inheritance & Gift Tax\n\n> Upstream Withholding Tax\n\n\n> Taxation of Financial Products\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/italy-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/05/2025.06.11_Italy-Tax-Aspects-1-scaled.webp
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brpsa.com
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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250616T100000
DTEND;TZID=Europe/Zurich:20250616T120000
DTSTAMP:20260504T051332
CREATED:20250523T080542Z
LAST-MODIFIED:20250619T055135Z
UID:10000223-1750068000-1750075200@brpsa.com
SUMMARY:Lois sur les services financiers - Circ. FINMA LSFin
DESCRIPTION:Lois  sur les services financiers – Circulaire FINMA LSFin\nevènement en français \n  \n\nContenu :\n> Analyse des éléments d’interprétation LSFin/OSFin amenés par la circulaire FINMA\n> Revue des obligations d’information LSFin/OSFin à la lumière de la circulaire\n> Vérification du caractère approprié et de l’adéquation\n> Conflit d’intérêts : les principaux enjeux en relation avec l’évolution de la jurisprudence\n> Rémunération de tiers / rétrocessions\n  \nLa formation s’adresse à :\n\n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Gestionnaires de fortune\n☒ Gestionnaire de fortune indépendants\n☐ Trustees\n☐ Directions des fonds\n☒ Conseillers à la clientèle\n☒ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal and Compliance\n☒ Risk management\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\n  \n\nIntervenant :\n> Yvar Mentha – Founding Partner\nModérateur :\n> Alessandro Bizzozero – Founding Partner / Council\n  \n  \nPour plus d’information sur cette formation\, merci de nous contacter.
URL:https://brpsa.com/events/lois-sur-les-services-financiers-2025/
LOCATION:BRP – Regora Room\, Rue de Vermont 62\, Geneva\, 1202\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/05/2025.06.16_Lois-sur-les-services-financiers-1-scaled.webp
ORGANIZER;CN="Yvar Mentha":MAILTO:yme@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250626T103000
DTEND;TZID=Europe/Zurich:20250626T120000
DTSTAMP:20260504T051332
CREATED:20250605T061345Z
LAST-MODIFIED:20250619T055134Z
UID:10000227-1750933800-1750939200@brpsa.com
SUMMARY:Switzerland - Distribution of Financial Products and Related Aspects
DESCRIPTION:Switzerland – Distribution of Financial Products and Related Aspects\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \n  \nThis webinar aims to provide an overview of the regulatory requirements regarding the distribution of financial products\, such as Swiss and foreign collective investment schemes and structured products\, under applicable local laws. It will also focus on the rules of conduct to be observed when distributing these products. It will also focus on the requirements for distributors and the rules of conduct to be complied with in connection with the distribution of these products \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\n> Regulatory Framework for the Provision of Financial Services\n\n\n\n\n\n> Concept of Distribution\n\n\nDistribution as an Offer\nDistribution as a Financial Service\nDistribution as Advertising\n\n\n\n\n\n\n> Implications (of an offer\, a financial service and advertising)\n\n\n\n\n> Further Related Aspects\n\n\nProspectus Requirements\nKey Information Document\nRetrocessions\n\n\n\n\n\n\n> Practical Implications\n\n\nDistribution of Investment Funds and Structured Products\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/distribution-of-financial-products/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/06/2025.06.26_Distribution-of-Financial-Products.webp
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
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