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DTSTART;TZID=Europe/Zurich:20260603T103000
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DTSTAMP:20260503T150236
CREATED:20260430T161557Z
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UID:10000258-1780482600-1780486200@brpsa.com
SUMMARY:Tax Suitability Concept
DESCRIPTION:BRP SA invites you to: \nTax Suitability Concept\nWebinar \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 ensures financial instruments align with clients’ tax regimes while maximising after‑tax performance and mitigating potential commercial and civil risks for financial institutions. \nThis webinar will explore the tax suitability approach and its practical impact for both asset managers and their clients. \n\n \n\n\n\nContent\n\nTax Suitability Concept\nThe variety of income tax patterns\nTaxation of income from financial instruments\nKey tax elements\n\nThe tax subject (the taxpayer)\nThe tax object (the financial instrument)\nThe taxable event (the transaction)\n\n\nCase studies (Signature BRP)\n\n\n\n\n \n\n\n📅 Date and time\nWednesday 3 June 2026\n10:30 – 11:30 (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\n \nSpeakers\nJean‑Marc Favre – Tax Compliance Specialist\nDaniele Genovese – Senior Investment Tax Specialist\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\nFunction\n☒ Legal and Compliance\n☒ Risk management\n☐ Internal audit\n☐ Central file\n☒ Front Office\n☒ Asset Management\n☐ HR\n☐ Marketing\n☐ BoD\n☐ Other \n\n\n \n\nCost\nCHF 150.– per attendee\nSave 25% when registering as a group (2 or more participants) \ne‑Test: CHF 75.– (please select the ticket: Webinar + e‑Test) \n\n \nRegistration 👇
URL:https://brpsa.com/events/tax-suitability-concept-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/04/Visuel-LinkedIn-1920-x-1080-px-8.png
ORGANIZER;CN="Daniele Genovese":MAILTO:dge@brpsa.com
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