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DTSTART;TZID=Europe/Zurich:20261008T103000
DTEND;TZID=Europe/Zurich:20261008T113000
DTSTAMP:20260908T074242Z
CREATED:20260908T070223Z
LAST-MODIFIED:20260908T074242Z
UID:10000265-1791455400-1791459000@brpsa.com
SUMMARY:Qualified Tax Offenses in Switzerland: Understanding the Risks and Legal Consequences
DESCRIPTION:BRP SA\n invites you to: \nQualified Tax Offenses in Switzerland: Understanding the Risks and Legal Consequences \nWebinar \nIn Switzerland\, qualified tax offences have become a major issue at the intersection of tax law and criminal law. Beyond the legal provisions themselves\, they raise practical questions: What types of conduct fall within this classification? What thresholds should you be aware of? Most importantly\, what are the potential consequences for financial services professionals and their clients?\nThis webinar provides an overview of the current Swiss legal framework\, complemented by practical case studies inspired by real-life situations\, to help participants better understand the risks involved and the key steps to take. \n\n\n\n\nContent \n\nOverview of the Swiss legal framework\nCase studies inspired by real-life situations\n\n\n\n\n\n\n📅 Date and time \nThursday 8 October 2026\n10:30 – 11:30 (CEST) \n\n\n💻 Format \nOnline webinar\nThe webinar will be held in English \n\n\nSpeakers \nRomain Potet – Global Head of Tax\, BRP SA\nDaniele Genovese – Senior Investment Tax Specialist\, BRP SA\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\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\nRegistration 👇
URL:https://brpsa.com/events/mitigating-qualified-tax-offenses/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/09/Visuel-LinkedIn-1920-x-1080-px-17.png
ORGANIZER;CN="Daniele Genovese":MAILTO:dge@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260924T103000
DTEND;TZID=Europe/Zurich:20260924T120000
DTSTAMP:20260819T123256Z
CREATED:20260819T123256Z
LAST-MODIFIED:20260819T123256Z
UID:10000264-1790245800-1790251200@brpsa.com
SUMMARY:Credits in Cross-Border Activities
DESCRIPTION:BRP SA invites you to: \nCredits in Cross-Border Activities\nWebinar in English \nRecognised for SAQ recertification – 1.5 SAQ credits \nJoin the BRP team for a practical webinar on the legal\, regulatory and cross-border considerations involved in granting credit to clients residing in foreign jurisdictions. Cross-border lending requires a thorough understanding of the regulatory framework of the target country. This training will provide an overview of the key legal and regulatory aspects that banks must consider when promoting\, offering and granting credit services on a cross-border basis\, illustrated with examples from various jurisdictions. \n\n\n\n📅 Date and Time\nThursday 24 September 2026\n10:30 am – 12:00 pm (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\n\n📖 Content\n\nGeneral Regulatory Framework Governing Cross-border Credit Activities\nMarket Access Rules and Associated Risks\nFinancial Regulation\n\nLicensing requirements for the promotion and offering of credit services\n\n\nConsumer Protection Regulation\n\nApplicability of foreign consumer protection regulations\nMandatory consumer protection laws\n\n\nForeign Exchange Controls\n\nDisbursement of funds\nRepayment considerations\n\n\nRelevant Tax Aspects Concerning the Lender\n\nWithholding tax\nTaxation on interest\nPermanent establishment risks\nTax registration and reporting obligations\n\n\n\n\n\n📌 Key Takeaways\n\nUnderstand the regulatory framework governing cross-border lending activities\nIdentify market access requirements and associated risks when offering credit services abroad\nLearn how consumer protection and foreign exchange regulations may affect lending activities\nGain insight into key tax considerations for international credit services\nExplore practical examples from different jurisdictions\n\n\n🎤 Speakers\n\nBenjamin Kurmann\nCo-Head Cross-border Private Banking & Credits\nBRP\nMaria Luisa Dutto\nCo-Head Cross-border Private Banking & Credits\nBRP\nRafael Albrecht\nLegal Advisor Private Banking & Credits\nBRP\n\n\nCost\n\nWebinar + eTest: CHF 225.– per participant\nWebinar: CHF 150.– per participant\n25% discount for group registrations (two or more participants)\n\n\n\n✅ Gain practical insights into cross-border credit activities\nLearn how to navigate market access requirements\, consumer protection rules and foreign exchange controls when offering credit services internationally.\nRegistration 👇
URL:https://brpsa.com/events/credits-in-cross-border-activities-3/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/08/Visuel-LinkedIn-1920-x-1080-px-15.png
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260916T103000
DTEND;TZID=Europe/Zurich:20260916T120000
DTSTAMP:20260819T113434Z
CREATED:20260819T113104Z
LAST-MODIFIED:20260819T113434Z
UID:10000263-1789554600-1789560000@brpsa.com
SUMMARY:CRD VI transposition in Germany – Branch requirement under Article 21c and exceptions
DESCRIPTION:BRP SA invites you to: \nCRD VI Transposition in Germany – Branch Requirement under Article 21c and Exceptions\nWebinar in English \nThis webinar provides a practical overview of the new CRD VI regime in Germany\, focusing on the transposition of Article 21c\, the branch requirement and exceptions for third-country credit institutions. It examines in particular how Germany is implementing CRD VI\, focusing on reverse solicitation and other exceptions such as the MiFID II carve-out and grandfathering of existing contracts. \n\n\n\n\nContent\n\nArticle 21c CRD VI\n\nOverview of the branch requirement and exceptions\n\n\nReverse solicitation\nMiFID II carve-out\nGrandfathering of existing contracts\nCooperation with local third parties\nMonitoring of reverse solicitation activities by Supervisory Authorities\nFate of cross-border licences (Freistellung and vereinfachte Freistellung)\n\n\n\n\n\n\n📅 Date and time\n16 September 2026\n10:30 – 12:00 (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\nSpeakers\nSören Winzek – Rechtsanwalt\, Fachanwalt für Bank- und Kapitalmarktrecht\nAurélie Anciaux – Head of Legal Team Geneva\, BRP\nMiro-Ivan Arapovic – Legal Advisor\, Private Banking & Credits\, BRP\n\nCost\nFREE Webinar \n\nRegistration 👇
URL:https://brpsa.com/events/crd-vi-transposition-in-germany-branch-requirement-under-article-21c-and-exceptions/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/08/Visuel-LinkedIn-1920-x-1080-px-16.png
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260915T140000
DTEND;TZID=Europe/Zurich:20260915T153000
DTSTAMP:20260818T151209Z
CREATED:20260818T150702Z
LAST-MODIFIED:20260818T151209Z
UID:10000262-1789480800-1789486200@brpsa.com
SUMMARY:Cooperation with Third Parties
DESCRIPTION:BRP SA invites you to: \nCooperation with Third Parties\nWebinar in English \nRecognised for SAQ recertification – 1.5 SAQ credits \nJoin the BRP Bizzozero & Partners team for a practical webinar exploring the legal\, regulatory and cross-border considerations involved in cooperating with third parties in the financial sector. Learn how financial institutions can structure compliant third-party relationships while effectively managing legal\, regulatory and operational risks. \n\n\n\n📅 Date and Time\nTuesday 15 September 2026\n2 pm – 3.30 pm (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\n\n📖 Content\n\nIntroduction\n\nWhat are third parties?\nWhat purposes do third parties serve?\nThree typical forms of third parties used by banks\n\n\nUse of Third Parties – Relevant Aspects\n\nKey legal and regulatory requirements for cooperation\nCooperation agreements\n\n\nCross-border Risks\n\nRegulatory\, civil law and tax considerations\nOther risks\n\n\nRisk Mitigating Measures\n\nDue diligence and oversight requirements\nTraining\, monitoring and governance measures\nPractical safeguards for compliant cooperation\n\n\nPractical Examples of Regulated Agents\n\n\n\n📌 Key Takeaways\n\nUnderstand the role and types of third parties used by financial institutions\nIdentify key legal\, regulatory and cross-border risks\nLearn practical due diligence\, monitoring and governance measures\nExplore real-life examples of regulated agents and cooperation models\n\n\n🎤 Speakers\n\nBenjamin Kurmann\nCo-Head Cross-border Private Banking & Credits\nBRP Bizzozero & Partners SA\nMiro-Ivan Arapovic\nManager\, Legal Advisor Private Banking & Credits\nBRP Bizzozero & Partners SA\nRafael Albrecht\nLegal Advisor Private Banking & Credits\nBRP Bizzozero & Partners SA\n\n\n Cost\n\nWebinar + eTest: CHF 225.– per participant\nWebinar: CHF 150.– per participant\n25% discount for group registrations (two or more participants)\n\n\n\n✅ Gain practical insights into working with third parties\nLearn how to manage regulatory and cross-border risks effectively while building compliant cooperation frameworks.\nRegistration 👇
URL:https://brpsa.com/events/cooperation-with-third-parties-2026/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/08/Visuel-LinkedIn-1920-x-1080-px-14.png
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260701T103000
DTEND;TZID=Europe/Zurich:20260701T120000
DTSTAMP:20260615T112846Z
CREATED:20260612T140239Z
LAST-MODIFIED:20260615T112846Z
UID:10000260-1782901800-1782907200@brpsa.com
SUMMARY:CRD VI – Branch Requirement under Article 21c and Exceptions
DESCRIPTION:BRP SA invites you to: \nCRD VI – Branch Requirement under Article 21c and Exceptions\nWebinar in English \nRecognised for SAQ recertification – 1.5 SAQ credits \nThis webinar provides a practical overview of the new CRD VI regime\, focusing on Article 21c\, the branch requirement and the related exceptions for third-country credit institutions. It will cover in particular reverse solicitation and compare its treatment under CRD VI\, MiFID II and MiCA. The session will also address other key exceptions\, such as the MiFID II carve-out\, grandfathering of existing contracts\, and supervisory monitoring of cross-border activities. Participants will gain insight into how CRD VI is being implemented across selected EU Member States\, together with BRP’s practical approach to preparing for the new framework. \n\n\n\n\nContent\n\nArticle 21c CRD VI\n\nOverview: branch requirement and exceptions\n\n\nReverse solicitation\n\nReverse solicitation under CRD VI\nComparison: CRD VI vs MiFID II vs MiCA\n\n\nMiFID II carve-out\nGrandfathering of existing contracts\nSupervisory monitoring\n\nMonitoring of reverse solicitation activities\n\n\nImplementation across EU Member States\nGetting ready for CRD VI – BRP approach\n\n\n\n\n\n\n📅 Date and time\nWednesday 1 July 2026\n10:30 – 12:00 (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\nSpeakers\nAurélie Anciaux – Head of Legal Team Geneva\, BRP\nMiro-Ivan Arapovic – Legal Advisor\, Private Banking & Credits\, BRP\n\nCost\nCHF 150.– per attendee\nSave 25% when registering as a group (2 or more participants) \n\nRegistration 👇
URL:https://brpsa.com/events/crd-vi-branch-requirement-under-article-21c-and-exceptions/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/06/Visuel-LinkedIn-1920-x-1080-px-13.png
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260630T103000
DTEND;TZID=Europe/Zurich:20260630T120000
DTSTAMP:20260605T092543Z
CREATED:20260603T134403Z
LAST-MODIFIED:20260605T092543Z
UID:10000259-1782815400-1782820800@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:BRP SA invites you to: \nMarketing\, Events\, and Use of Social Media\nWebinar in English \nRecognised for SAQ recertification – 1.5 SAQ credits \nThe aim of the webinar is to understand the existing regulatory framework (especially in the EU and ESMA’s practice) on marketing activities in the financial sector. Particular attention will be given to the dissemination of marketing materials\, the use of social media by financial intermediaries\, and the organisation of marketing events and sponsoring. Industry practices and current trends for increasing brand awareness will also be explored\, alongside regulatory developments in jurisdictions beyond the EU. The session will include practical examples and use cases. \n\n\n\n\nContent\n\nIntroduction\nMiFID II\n\nRelevant 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\n\n\nMiCA\n\nMarketing communication relating to an offer to the public of crypto-asset\nAuthorisation of crypto-asset service providers (VASPs)\nExclusion of reverse solicitation for active marketing\nIntervention power of ESMA\, EBA and NCAs\n\n\nMAR\n\nRelevant definitions: Information Recommending or Suggesting an Investment Strategy\, Investment Recommendations\, Organisational requirements\nRequired controls and involvement of the Senior Management\nESMA and NCAs expectations\n\n\nFuture regulation\nDistributing documentation to the public vs. existing clients\nMacroeconomic documentation\nFinancial analysis and Investment research\nRecommendation lists\nEvents and Social Media\n\nThe right way to organize them\nInfluencers\n\n\nIntra-EU: AIF pre-marketing rules\n\nApplicability\nDefinition of pre-marketing\, pre-marketing conditions\nPre-marketing notification procedure/formalities\, reverse solicitation\nMarketing communications\n\n\n\n\n\n\n\n\n📅 Date and time\nTuesday 30 June 2026\n10:30 – 12:00 (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\nSpeakers\nKarina Singh – Legal Advisor\, Private Banking & Credits at BRP\nRicardo Oliveira – Legal Advisor\, Private Banking & Credits at BRP\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\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\nCost\nCHF 150.– per attendee\nSave 25% when registering as a group (2 or more participants) \n\nRegistration 👇
URL:https://brpsa.com/events/marketing-events-and-use-of-social-media-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/06/Visuel-LinkedIn-1920-x-1080-px-11.png
ORGANIZER;CN="Karina Singh":MAILTO:kas@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260603T103000
DTEND;TZID=Europe/Zurich:20260603T113000
DTSTAMP:20260603T084312Z
CREATED:20260504T134206Z
LAST-MODIFIED:20260603T084312Z
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/2026/05/Visuel-LinkedIn-1920-x-1080-px-9.png
ORGANIZER;CN="Daniele Genovese":MAILTO:dge@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260513T103000
DTEND;TZID=Europe/Zurich:20260513T120000
DTSTAMP:20260507T065925Z
CREATED:20260416T153254Z
LAST-MODIFIED:20260507T065925Z
UID:10000256-1778668200-1778673600@brpsa.com
SUMMARY:Switzerland - Distribution of Financial Products and Related Aspects
DESCRIPTION:BRP Bizzozero & Partners SA invites you to: \nSwitzerland – Distribution of Financial Products and Related Aspects\nWebinar \n \nThis webinar provides an overview of the regulatory framework governing the distribution of financial products under Swiss law\, including Swiss and foreign collective investment schemes as well as structured products. It further addresses the applicable conduct of business rules in the context of such distribution activities and outlines the key regulatory requirements imposed on distributors. \n\n \n\n \n\n\n🎓 SAQ Certification\nRecognised for SAQ recertification\nThis course will enable you to earn 1.5 SAQ credits. \n\nLanguage of the webinar:\nEnglish \n\n\n \n\n\nContent\n\nRegulatory framework for the provision of financial services\nConcept of distribution\n\nDistribution as an offer\nDistribution as a financial service\nDistribution as advertising\n\n\nImplications of an offer\, a financial service\, and advertising\nFurther related aspects\n\nKey Information Document (KID)\nRetrocessions\n\n\nPractical implications\n\n\n\n\n \n\n\n📅 Date and time\nTuesday 13 May 2026\n10:30 – 12:00 (CEST) \n\n\n💻 Format\nOnline webinar\nConnection details will be shared upon registration \n\n\n \nSpeakers\nMartin Horni – Director\, Legal Advisor\, Products & Asset Management\, BRP Zurich\nStéphane Kowalski – Legal Advisor\, Products & Asset Management\, BRP Geneva\nJean‑François Zanella – Manager\, Legal Advisor\, Products & Asset Management\, BRP Geneva\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\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 \nRegistration 👇
URL:https://brpsa.com/events/switzerland-distribution-of-financial-products-and-related-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2026/04/Visuel-LinkedIn-1920-x-1080-px-1.jpg
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260506T103000
DTEND;TZID=Europe/Zurich:20260506T120000
DTSTAMP:20260327T151727Z
CREATED:20260327T151727Z
LAST-MODIFIED:20260327T151727Z
UID:10000253-1778063400-1778068800@brpsa.com
SUMMARY:Cross-border Switzerland - UK 2026 | Berne Financial Services Agreement
DESCRIPTION:BRP Bizzozero & Partners SA invites you to: \nCross‑border Switzerland – UK 2026 | Berne Financial Services Agreement\nJoin the BRP Bizzozero & Partners team for a focused webinar exploring the practical implications of the Berne Financial Services Agreement (BFSA) for cross‑border banking and financial services between Switzerland and the United Kingdom. \nOur speakers will provide a pragmatic overview of the FINMA and FCA practical guides published on 3 November and discuss their impact on the activities of Swiss financial intermediaries operating cross‑border with UK clients. \nThe webinar will also focus on contractual and pre‑contractual documentation requirements necessary to conduct business in compliance with applicable regulations. Finally\, we will address certain practical aspects that require a clear position from financial intermediaries\, first and foremost the concept of the client\, which is fundamental to ensuring regulatory‑compliant reporting. \n\n \n\nTopics include\n\nOverview of the Berne Financial Services Agreement and the FINMA and FCA guidance\nCross‑border impact\nPre‑contractual communications and contractual documentation\nBanking services\, including account opening and provision of credit\nInvestment services\, asset management\, reporting\, and UK branches\n\n\n \n\n\n📅 Date and time\nWednesday 6 May 2026\n10:30am – 12:00pm (CEST) \n\n\n💻 Format\nWebinar – Connection details will be shared upon registration \n\n\n \n\n\nAudience\n☒ Front office and client relationship teams\n☒ Business development managers\n☒ Strategic leadership and General Management\n☒ Legal\, Compliance and Regulatory Affairs \n\n\n \n\nPlan\nI. Overview\n1. Scope\n2. Banking services from Switzerland into the UK\n3. Investment services from Switzerland into the UK\n4. Asset management services from Switzerland into the UK \nII. Practical implementation challenges\n1. Applicable UK regulatory framework\n2. Temporary presence under BFSA deference\n3. Provision of services via UK authorised entity\n4. Application of FCA product intervention measures\n5. High‑Net‑Worth client classification requirements\n6. Client consent to regulatory disclosure \n\n \nOur Speakers\nPatrick Genazzi – CEO at BRP SA\nRichard Mc Grand – Country Head BRP UK\nSasha Benzoni – Manager\, Legal Advisor at BRP SA\n \n\nParticipation fee\nCHF 150.– per participant\nCHF 100.– per participant for group registrations (two or more participants) \n\nRegistration 👇
URL:https://brpsa.com/events/cross-border-switzerland-uk-2026-berne-financial-services-agreement/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/03/Visuel-LinkedIn-1920-x-1080-px-4.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260429T103000
DTEND;TZID=Europe/Zurich:20260429T120000
DTSTAMP:20260409T131512Z
CREATED:20260326T144333Z
LAST-MODIFIED:20260409T131512Z
UID:10000251-1777458600-1777464000@brpsa.com
SUMMARY:UAE – Cross-border Activities
DESCRIPTION:BRP Bizzozero & Partners SA invites you to: \nUAE – Cross-border Activities\n \nJoin the BRP Bizzozero & Partners team for a focused webinar exploring the latest regulatory developments shaping financial activities in the United Arab Emirates.\nOur BRP team will provide a practical overview of the new legal framework and discuss its implications for foreign financial institutions operating cross‑border with UAE clients and partners. \n\n \n\n🎓 SAQ Certification\nRecognised for SAQ certification – This course will enable you to earn 1.5 SAQ credits. \n\n \n\nContent\n\nBackground\n\nOverview of the regulatory landscape and recent developments in the UAE financial sector\n\n\nCross-Border Impact\n\nImplications for banking services\nImpact on investment services\, including execution-only\, advisory\, and discretionary mandates\n\n\n\n\n \n\n\n📅 Date and time\nWednesday 29 April 2026\n10:30 – 12:00 (CEST) \n\n\n💻 Format\nOnline webinar\nConnection details will be shared upon registration \n\n\n \nSpeakers\nDuleeka Gunawardena – Legal Advisor\, BRP Bizzozero & Partners SA\nAurélie Anciaux – Partner\, Head of Legal\, BRP Bizzozero & Partners SA\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\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\nRegistration 👇
URL:https://brpsa.com/events/uae-cross-border-activities-2026/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/03/Visuel-LinkedIn-1920-x-1080-px-5.png
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260424T103000
DTEND;TZID=Europe/Zurich:20260424T113000
DTSTAMP:20260424T061032Z
CREATED:20260401T074231Z
LAST-MODIFIED:20260424T061032Z
UID:10000255-1777026600-1777030200@brpsa.com
SUMMARY:CRD VI – Italy\, topical issues
DESCRIPTION:BRP Bizzozero & Partners SA invites you to: \nCRD VI – Italy\, topical issues\nJoin the BRP Bizzozero & Partners team for a focused webinar exploring the transposition of CRD VI into the Italian regulatory framework and its operational implications for cross‑border activities into Italy. \nThe webinar will provide a structured and pragmatic overview of the key regulatory and operational aspects related to cross‑border activities into Italy\, with a particular focus on recent regulatory developments and the expectations of supervisory authorities. \n\n \n\nContent\n\nRegulatory updates\, with a focus on the main developments and the most recent guidance issued by the EBA\, including topics related to originated assets and the use of Swiss IBANs;\nInitial feedback from the Bank of Italy\, with reference to regulatory requirements and the minimum organisational structure required for a branch;\nOrganisational models following the opening of a branch\, analysing possible setups for managing Italian clients and the application of the MiFID carve‑out;\nTax aspects\, including an analysis of the key points of attention and risk areas to be considered in cross‑border operations.\n\n\n \n\n\n📅 Date and time\nFriday 24 April 2026\n10:30am – 11:30am (CEST) \n\n\n💻 Format\nOnline webinar – Connection details will be shared upon registration \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\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\nI nostri relatori\nPatrick Genazzi – CEO at BRP SA\nEdoardo Guffanti – FIVERS – Studio Legale e Tributario\nPierangelo Chiodino – ACBC Law\nRegistration 👇
URL:https://brpsa.com/events/crd-vi-italy-topical-issues/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/04/2.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260424T090000
DTEND;TZID=Europe/Zurich:20260424T100000
DTSTAMP:20260424T061030Z
CREATED:20260401T074150Z
LAST-MODIFIED:20260424T061030Z
UID:10000254-1777021200-1777024800@brpsa.com
SUMMARY:CRD VI – Italia\, novità
DESCRIPTION:BRP Bizzozero & Partners SA vi invita a: \nCRD VI – Italia\, novità\nUnisciti al team di BRP Bizzozero & Partners per un webinar dedicato ad approfondire la trasposizione della CRD VI nel contesto normativo italiano e le sue implicazioni operative per le attività cross‑border verso l’Italia. \nIl webinar offrirà una panoramica strutturata e pragmatica sui principali aspetti regolamentari e operativi connessi all’attività transfrontaliera verso l’Italia\, con particolare attenzione alle recenti evoluzioni normative e alle aspettative delle autorità di vigilanza. \n\n \n\nContenuto\n\nAggiornamenti regolamentari\, con un focus sulle principali novità e sulle più recenti indicazioni dell’EBA\, incluse le tematiche relative agli originated assets e all’utilizzo di IBAN svizzeri;\nPrime indicazioni della Banca d’Italia\, con riferimento ai requisiti regolamentari e alla struttura organizzativa minima richiesta per una branch;\nModelli organizzativi successivi all’apertura della branch\, analizzando i possibili assetti per la gestione della clientela italiana e l’applicazione del MiFID carve‑out;\nAspetti fiscali\, con un’analisi dei principali punti di attenzione e dei profili di rischio da considerare nell’operatività transfrontaliera.\n\n\n \n\n\n📅 Data e ora\nVenerdì 24 aprile 2026\n09:00 – 10:00 (CEST) \n\n\n💻 Formato\nWebinar – I dettagli per collegarsi saranno comunicati al momento dell’iscrizione \n\n\n\n\nIstituzione\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\nFunzione\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\nI nostri relatori\nPatrick Genazzi – CEO di BRP SA\nEdoardo Guffanti – FIVERS – Studio Legale e Tributario\nPierangelo Chiodino – ACBC Law\nRegistrazione👇
URL:https://brpsa.com/events/crd-vi-italia-novita/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/04/1.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260422T090000
DTEND;TZID=Europe/Zurich:20260422T120000
DTSTAMP:20260325T145416Z
CREATED:20260325T133831Z
LAST-MODIFIED:20260325T145416Z
UID:10000250-1776848400-1776859200@brpsa.com
SUMMARY:Conférence fiscale France | Nouveautés 2026
DESCRIPTION:BRP Bizzozero & Partners SA et\nOsborne Clarke vous invitent à : \nCONFÉRENCE FISCALE FRANCE – Nouveautés 2026\nCher Client\, \nRejoignez les équipes de BRP Bizzozero & Partners SA et Osborne Clarke pour une conférence en présentiel consacrée aux principales évolutions fiscales françaises en 2026\, qui se tiendra le 22 avril 2026 à Genève à l’hôtel Warwick. \nUne avocate fiscaliste reconnue du cabinet Osborne Clarke – Paris vous proposera une vue d’ensemble pratique des nouveautés législatives et réglementaires et analysera leurs impacts pour les groupes\, holdings et investisseurs\, tant en France qu’à l’international. \n\n \n\nContexte général\nPanorama de l’actualité fiscale française et des principales réformes attendues en 2026. \n\n \n\nContenu \n\nNouvelles mesures fiscales\n\nCréation d’une nouvelle taxe française sur les holdings françaises ou étrangères\nArbitrage de dividendes « CumCum externes » : précisions attendues\nProrogation de la contribution différentielle sur les hauts revenus – rendement et impact\nChamp d’application et impact de l’augmentation de la CSG sur certains revenus du patrimoine financier et immobilier\nAménagement du « Pacte Dutreil »\nAvoirs à l’étranger et taxation d’office\nEffets de la mise à jour de la liste européenne des ETNC\n\n\n\n\n \n\n\n📅 Date et horaire\nMercredi 22 avril 2026\n09h00 – 09h30 : Café d’accueil\n09h30 – 12h00 : Conférence \n\n\n📍 Lieu\nWarwick Geneva\n14\, Rue de Lausanne\n1201 Genève \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☐ Autres intermédiaires financiers \n\n\nFonction\n☐ Legal et Compliance\n☐ Risk Management\n☐ Audit interne\n☐ Fichier central\n☒ Front\n☒ Asset Management\n☐ RH\n☐ Marketing\n☐ Conseil d’administration\n☐ Département Crédits \n\n\n \nIntervenants\nDorothée Chambon – Avocate à la Cour\, Partner – Osborne Clarke (Paris) :\nDorothée est avocate fiscaliste depuis plus de 15 ans et dirige actuellement en sa qualité d’associée la pratique fiscale\ndu cabinet international Osborne Clarke à Paris. Avant de rejoindre Osborne Clarke\, Dorothée a exercé pendant plus de 10 ans\nau sein du cabinet franco-américain Kramer Levin. Elle accompagne\, avec son équipe\, une typologie variée de clients dans l’ensemble\nde leurs problématiques fiscales nationales et internationales\, en phase de conseil comme en phase contentieuse.\n \nMédiation\nRomain Potet – Partner\, Global Head of Tax\nInscription 👇
URL:https://brpsa.com/events/conference_fiscale_france/
LOCATION:Warwick Genève\, 14 Rue de Lausanne\, Geneva\, 1201\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/03/Visuel-LinkedIn-1920-x-1080-px-2.png
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260319T090000
DTEND;TZID=Europe/Zurich:20260319T120000
DTSTAMP:20260316T103420Z
CREATED:20260203T154702Z
LAST-MODIFIED:20260316T103420Z
UID:10000249-1773910800-1773921600@brpsa.com
SUMMARY:Fiscalité | Belgique – Focus sur la (future) nouvelle taxe sur les plus-values
DESCRIPTION:BRP Bizzozero & Partners SA et\nBazacle & Solon vous invitent à : \nLA FISCALITÉ BELGIQUE – Focus sur la (future) nouvelle taxe sur les plus-values\n \nCe séminaire tenu en français vous propose un décryptage stratégique de la réforme fiscale belge liée à la (future) nouvelle taxe sur les plus-values\, qui entrera en vigueur prochainement.\nL’occasion de faire le point sur les obligations qui pèseront tant sur les institutions financières que sur les contribuables.\nUn rendez-vous incontournable pour anticiper les impacts majeurs de ces évolutions sur la gestion patrimoniale de votre clientèle privée. \n\n \n\nContenu \n\nTaxe sur les plus-values liées aux actifs financiers\nAnalyse de la réforme : enjeux\, obligations et conséquences pratiques\nPoints stratégiques d’attention\n\n\n \n\n\n📅 Date et horaire\n19 mars 2026\n9h00 à 9h30 – Café d’accueil\n9h30 à 12h00 – Conférence \n\n\n📍 Lieu\nWarwick Geneva\n14 Rue de Lausanne\n1201 Genève \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☐ Autres intermédiaires financiers \n\n\nFonction\n☐ Legal et Compliance\n☐ Risk Management\n☐ Audit interne\n☐ Fichier central\n☒ Front\n☒ Asset Management\n☐ RH\n☐ Marketing\n☐ Conseil d’administration\n☐ Département Crédits \n\n\n \nIntervenants\nEmanuele Ceci – Avocat spécialiste en droit fiscal\, Associé Bazacle & Solon (Bruxelles)\, Maître de conférences invité à l’UCLouvain\nGilles de Foy – Avocat spécialiste en droit fiscal et droit patrimonial de la famille\, Associé Bazacle & Solon (Bruxelles)\, Maître de conférences invité à l’UCLouvain\n \nMédiateur\nRomain Potet – Partner – Global Head of Tax\nInscription 👇
URL:https://brpsa.com/events/fiscalite-belgique-focus-sur-la-future-nouvelle-taxe-sur-les-plus-values/
LOCATION:Warwick Genève\, 14 Rue de Lausanne\, Geneva\, 1201\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/02/Visuel-LinkedIn-30-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251203T103000
DTEND;TZID=Europe/Zurich:20251203T120000
DTSTAMP:20251119T133226Z
CREATED:20251104T152623Z
LAST-MODIFIED:20251119T133226Z
UID:10000245-1764757800-1764763200@brpsa.com
SUMMARY:Cross-border Suisse UK – Nouveau !
DESCRIPTION:Cross-border Suisse UK – Nouveau ! – Accord de Berne sur les services financiers\nPremières réflexions opérationnelles sur le nouvel accord de coopération \nWebinar in French \n\nLe 3 novembre dernier\, la FINMA et la FCA ont publié leurs guides pratiques respectifs sur le nouvel accord entre la Suisse et le Royaume-Uni (Berne Financial Services Agreement). \nAu cours de ce webinaire\, l’équipe BRP commentera le contenu de ces guides\, en soulignant les principales indications opérationnelles pour les intermédiaires financiers suisses. \n  \nL’accord de Berne sur les services financiers (AFSF) marque une étape importante dans les relations entre la Suisse et le Royaume-Uni\, en créant un cadre de coopération qui élargit l’accès aux marchés financiers et ouvre des espaces concrets pour le développement de services transfrontaliers. \nLe nouvel accord représente un cas sans précédent dans le paysage européen : il s’agit du premier accord bilatéral dans le domaine financier basé sur l’équivalence mutuelle et non sur la simple reconnaissance unilatérale. \nL’événement a pour but de présenter les effets pratiques de l’accord dans le contexte de la fourniture de services bancaires et financiers de la Suisse vers le Royaume-Uni. Les points essentiels dans ces domaines seront examinés en profondeur\, tant pour les points couverts par l’accord que pour les aspects non couverts par celui-ci. L’objectif est de donner aux participants une vision pragmatique de la situation qui se présentera une fois qu’il entrera en vigueur\, vraisemblablement en janvier 2026. \nLa conférence s’adresse à tous les niveaux de l’organisation bancaire : du front office et des équipes de relation client\, aux responsables du développement commercial\, jusqu’au top management de la banque\, à la Direction Générale\, au Juridique\, à la Conformité et aux Affaires Réglementaires. \n  \n  \nContenu\n\n\n\n\n\n\n> Introduction\n\n> Accord en général\n> Communications précontractuelles \n> Documentation contractuelle\n> Banque – ouverture de compte\n> Services d’investissement\n> Gestion d’actifs\n> Banque – provision de créances\, à l’exclusion des créances lombardes\n> Comptabilité\n> Succursales au Royaume-Uni\n\n\n\n\n\n\n  \n\n  \nFor more information on this event\, please contact us.
URL:https://brpsa.com/events/cross-border-suisse-uk-nouveau/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/11/2025.12.03_Cross-border-Suisse-UK-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251127T103000
DTEND;TZID=Europe/Zurich:20251127T120000
DTSTAMP:20251119T133144Z
CREATED:20251104T150426Z
LAST-MODIFIED:20251119T133144Z
UID:10000244-1764239400-1764244800@brpsa.com
SUMMARY:Cross-border Switzerland UK – What's New!
DESCRIPTION:Cross-border Switzerland UK – What’s New! – Berne Financial Services Agreement\nInitial operational reflections on the new cooperation agreement\n  \nWebinar in English \n\nOn 3 November\, FINMA and the FCA published their respective practical guides on the new agreement between Switzerland and the United Kingdom (Berne Financial Services Agreement). \nDuring the webinar\, the BRP team will comment on the contents of these guides\, highlighting the main operational guidelines for Swiss financial intermediaries. \n  \nThe Berne Financial Services Agreement (BFSA) marks a significant milestone in relations between Switzerland and the United Kingdom\, creating a framework for cooperation that expands access to financial markets and opens up concrete opportunities for the development of cross-border services. \nThis new agreement is unprecedented in the European landscape: it is the first bilateral agreement in the financial sector based on mutual equivalence rather than simple unilateral recognition. \nThe purpose of the event is to present the practical effects arising from the agreement in the provision banking and financial services from Switzerland to the United Kingdom. The essential points in these areas will be explored\, both those covered by the agreement and those not addressed. The aim is to provide participants with a pragmatic view of the situation that will arise once it comes into force\, presumably in January 2026. \nThe webinar is aimed at all levels of the banking organisation: from front office and client relationship teams\, to business development managers\, up to the strategic leadership of the bank\, General Management\, Legal\, Compliance\, and Regulatory Affairs. \n  \nContent\n\n\n\n\n\n\n> Introduction\n> Overview of the Agreement\n> Pre-contractual communications \n> Contractual documentation\n> Banking – account opening\, provision of credit\n> Investment Services\n> Asset Management \n> Reporting\n> Branches in the United Kingdom\n\n\n\n\n\n  \n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/cross-border-swizerland-uk/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/11/2025.11.27_Cross-border-Switzerland-UK-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251124T160000
DTEND;TZID=Europe/Zurich:20251124T180000
DTSTAMP:20251119T133106Z
CREATED:20251021T091017Z
LAST-MODIFIED:20251119T133106Z
UID:10000241-1764000000-1764007200@brpsa.com
SUMMARY:Cross-border Svizzera UK – Novità!
DESCRIPTION:Cross-border Svizzera UK – Novità! – Berne Financial Services Agreement\nGratuito (posti limitati)\n  \nEvent in Italian \n\n  \nIl Berne Financial Services Agreement (BFSA) segna una tappa significativa nei rapporti tra Svizzera e Regno Unito\, creando un quadro di cooperazione che amplia l’accesso ai mercati finanziari e apre spazi concreti per lo sviluppo di servizi transfrontalieri. \nIl nuovo accordo rappresenta un caso senza precedenti nel panorama europeo: è il primo accordo bilaterale in ambito finanziario basato su l’equivalenza reciproca e non su un semplice riconoscimento unilaterale. \nLo scopo dell’evento è quello di presentare gli effetti pratici derivanti dall’accordo nell’ambito della fornitura di servizi bancari e finanziari dalla Svizzera verso il Regno Unito. Verranno approfonditi i punti essenziali in questi ambiti sia per i punti coperti dall’accordo\, sia per gli aspetti in esso non trattati. L’obiettivo è quello di fornite ai partecipanti una visione pragmatica della situazione che si creerà una volta entrato in vigore\, presumibilmente\, a gennaio 2026. \nLa conferenza è indirizzata a tutti i livelli dell’organizzazione bancaria: dai team di front office e relazione clienti\, ai responsabili sviluppo business\, fino ai vertici strategici della banca\, Direzione generale\, Legal\, Compliance e Regulatory Affairs. \n  \nContenuto\n\n\n\n\n\n\n> Introduzione\n\n> Accordo in generale\n> Comunicazioni precontrattuali\n> Banking – apertura conti\n> Investment Services\n> Asset Management\n> Banking – fornitura crediti\, esclusi crediti lombard\n> Rendicontazione\n> Succursali nel Regno Unito\n\n\n\n\n\n\n  \nAl termine della conferenza\, i partecipanti sono invitati a un aperitivo\, un’occasione informale per proseguire il confronto.\n  \nFor more information on this event\, please contact us.
URL:https://brpsa.com/events/cross-border-svizzera-uk-novita/
LOCATION:Hotel Lugano Dante\, Piazza Cioccaro 5\, Lugano\, 6900\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.24_Cross-border-Svizzera-UK-Novita-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251120T090000
DTEND;TZID=Europe/Zurich:20251120T103000
DTSTAMP:20251119T134107Z
CREATED:20251030T100752Z
LAST-MODIFIED:20251119T134107Z
UID:10000243-1763629200-1763634600@brpsa.com
SUMMARY:UAE New Regulations on Financial Activities
DESCRIPTION:BRP Bizzozero & Partners SA and Bonnard Lawson Dubai are pleased to invite you to the webinar: \n  \nUnited Arab Emirates – New Regulations on Financial Activities\nWebinar in English \n  \n\nDuring this Webinar\, our UAE counsel will be presenting the latest regulatory developments in the United Arab Emirates. The purpose of this Webinar is to present the new banking law issued by the Central Bank on 8 September 2025 (Federal Decree-Law No. (6) of 2025) and the latest SCA Decision No. 10/RM/2025 concerning the Regulation of Finfluencers. The aim is notably to discuss the potential impacts of these new regulations on a foreign financial institution’s cross-border business with UAE residents and business relationships with UAE third parties. \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> Background\n\n> General Presentation of the New Regulations\n\n\nFederal Decree-Law No. (6) of 2025 regarding the Central Bank\, Regulation of Financial Institutions and Activities\, and Insurance Business\nSCA Decision No. 10/RM/2025 concerning the Regulation of Finfluencers\n\n  \n> Potential Impacts of the New Regulations on the UAE Cross-border Rules\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary) \n\n  \n  \nSpeakers\n\n> Firas Adi – Attorney at Law – Partner at Bonnard Lawson Dubai\n> Aurélie Anciaux – Partner – Head of Legal at BRP SA\n  \n  \nRegistration fee\n\n> Free of charge\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/uae-new-regulations-on-financial-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.00_UAE-New-Regulations-on-Financial-Activities-1-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251113T103000
DTEND;TZID=Europe/Zurich:20251113T120000
DTSTAMP:20251029T073821Z
CREATED:20251005T103542Z
LAST-MODIFIED:20251029T073821Z
UID:10000240-1763029800-1763035200@brpsa.com
SUMMARY:CRD VI – Branch Requirement
DESCRIPTION:CRD VI – Branch Requirement under Article 21c and Exceptions\nWebinar in English \n  \n\nThis webinar provides a practical overview of the new CRD VI regime\, focusing on Article 21c\, the branch requirement and exceptions for third-country credit institutions. It examines in particular reverse solicitation\, comparing its treatment under CRD VI\, MiFID II\, and MiCA\, and outlines other exceptions such as the MiFID II carve‑out\, grandfathering of existing contracts\, and supervisory monitoring of cross-border activities. Participants will also gain insights into how EU Member States are implementing CRD VI\, with a particular focus on the implementation in Italy. \n  \n  \nThe training is addressed to\n\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\n\nFunction \n\n☒ Legal and Compliance\n☒ Risk management\n☐ Internal audit\n☐ Central file\n☒ Front\n☐ Asset Management\n☐ HR☒ Marketing\n☐ BoD\n☐ Other \n\n\n\n\n\n\nContent\n\n\n\n\n\n\n> Article 21c CRD VI: Overview​ (Branch requirement and exceptions) \n> Reverse Solicitation \n\nReverse solicitation under CRD VI\n​Reverse solicitation comparison: CRD VI vs MiFID II vs Mica\n\n\n> MiFID II carve-out​\n \n> Grandfathering of existing contracts​\n \n> Monitoring of reverse solicitation activities by Supervisory Authorities​\n \n> Getting ready for CRD VI – The BRP four-step approach\n \n> Overview of the implementation of CRD VI in the EU Member States \n> ​CRD VI Comes to Ital: Key Regulatory and Tax Developments (E. Guffanti and P. Chiodino) \n\nDraft Italian Implementation: Current Outlook\nThe MiFID II Carve-Out from an Italian Perspective\nShort overview of tax implications for foreign financial intermediaries and position of the IRS\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi-branch-requirement-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.13_CRD-VI-Branch-requirement-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251110T103000
DTEND;TZID=Europe/Zurich:20251110T120000
DTSTAMP:20251106T070758Z
CREATED:20251021T095924Z
LAST-MODIFIED:20251106T070758Z
UID:10000242-1762770600-1762776000@brpsa.com
SUMMARY:Spain & Portugal - Cross-border Activities
DESCRIPTION:Spain & Portugal – 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 provides an overview of the regulatory framework governing financial activities of a third-country (non-EEA) financial institution in and into Spain and Portugal. It covers cross-border regulations in both jurisdictions related to advertising\, promotion and negotiation of banking and investment services and products\, the provision of investment services and collaboration with third-party intermediaries (such as finders\, business introducers\, and external asset managers. \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\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> Regulatory Framework \nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n> Prospecting\nOnboarding of new clients\n\n> Negotiation\nAccount opening\nAdvisory and Discretionary asset management agreements\nDebit and Credit cards\, Lombard loans\n\n> Provision of Services (EO\, Advisory\, Discretionary)\n\n> Distribution / Placement of Financial Products\n\n> Reporting Activities\n\n> Cooperation with Third Parties\nFinders\nBusiness Introducers\nEAMs\n\n> Case Studies (Signature BRP)\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/spain-and-portugal-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.10_Spain-Portugal-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251030T103000
DTEND;TZID=Europe/Zurich:20251030T120000
DTSTAMP:20250919T080223Z
CREATED:20250915T094930Z
LAST-MODIFIED:20250919T080223Z
UID:10000236-1761820200-1761825600@brpsa.com
SUMMARY:Monaco - Cross-border Activities
DESCRIPTION:Monaco – 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 Monaco from a third country. It includes Monaco’s 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\n> Regulatory Framework Governing\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\n> Prospecting\n\n\nOnboarding new clients\n\n\n\n\n\n\n> Negotiation\n\n\nAccount opening\nAdvisory and Discretionary asset management agreements\nDebit and Credit cards\, Lombard loans\n\n\n\n\n\n\n> Provision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n> Distribution / Placement of Financial Products\n\n\n\n\n> Reporting activities\n\n\n\n\n\n> Cooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\n\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/monaco-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.02_Monaco-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Marie-Cannelle Kunz":MAILTO:mck@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251022T103000
DTEND;TZID=Europe/Zurich:20251022T120000
DTSTAMP:20250923T150933Z
CREATED:20250918T133923Z
LAST-MODIFIED:20250923T150933Z
UID:10000239-1761129000-1761134400@brpsa.com
SUMMARY:Germany - Cross-border Activities
DESCRIPTION:Germany – 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  \nThis training covers the regulatory framework for financial activities of an unlicensed foreign financial institution in and into Germany from a third country\, i.e.\, from outside of the European Economic Area (EEA). The presentation entails the German cross-border rules governing topics such as financial promotion and advertising relating to banking and investment services\, negotiation of financial services agreements\, provision of banking and investment services and cooperation with third parties (finders\, business introducers and External Asset Managers). We will also briefly discuss cross-border licenses and Freistellung exemptions in this context. In addition\, this webinar highlights the German tax regulations related to cross-border investment services offered from a third country to a German private investor. 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 law 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☐ 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 Governing\n\n> Cross-border Licences & Freitellung Exemptions\n\n> Prospecting\n\n> Negotiation\n\n> Provision of Services\n\n> Distribution / Placement of Financial Products\n\n> Cooperation with Third Parties\n\n> Case Studies (signature BRP)\n\n> Tax Suitability Aspects\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/germany-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.22_Germany-Cross-border-Activities-1-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251021T103000
DTEND;TZID=Europe/Zurich:20251021T120000
DTSTAMP:20251006T164907Z
CREATED:20250915T130222Z
LAST-MODIFIED:20251006T164907Z
UID:10000237-1761042600-1761048000@brpsa.com
SUMMARY:Brazil - Cross-border Activities
DESCRIPTION:Brazil – Cross-border Activities\nWebinar in English \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \nThis training covers the regulatory framework for financial activities towards Brazil from a third country. It includes Brazilian 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 includes an overview of relevant tax aspects. \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 Governing\n\nBanking Services\nInvestment Services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\n> Prospecting\n\n\nOnboarding New Clients\n\n\n\n\n\n\n> Negotiation\n\n\nAccount Opening\nAdvisory and Discretionary Asset Management Agreements\nDebit and Credit Cards\, Lombard Loans\n\n\n\n\n\n\n> Provision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n> Distribution / Placement of Financial Products\n\n\n\n\n> Cooperation with Third Parties\n\n\nFinders\nBusiness Introducers\nEAMs\n\n\n\n\n\n\n\n> Case Studies (signature BRP)\n\n\n\n\n\n\n\n> Overview of Relevant Tax Aspects\n\n\nGeneral Tax Principles\nTaxation of Income\nTaxation of Financial Products\n\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/brazil-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.21_Brazil-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251009T103000
DTEND;TZID=Europe/Zurich:20251009T113000
DTSTAMP:20250918T144406Z
CREATED:20250917T101939Z
LAST-MODIFIED:20250918T144406Z
UID:10000238-1760005800-1760009400@brpsa.com
SUMMARY:Greece - Tax Aspects
DESCRIPTION:Greece – 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 Greek 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\n> Inheritance\, Gift Tax and Other Taxes\n\n> Upstream Withholding Tax\n\n\n> Anti-Avoidance Rules\n\n> Taxation of Financial Products\n\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/greece-tax-aspects-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.09_Greece-Tax-Aspects-scaled.jpg
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251007T103000
DTEND;TZID=Europe/Zurich:20251007T113000
DTSTAMP:20251005T101227Z
CREATED:20250909T064606Z
LAST-MODIFIED:20251005T101227Z
UID:10000215-1759833000-1759836600@brpsa.com
SUMMARY:Délit fiscal qualifié - Détection et réaction
DESCRIPTION:BRP Bizzozero & Partners SA a le plaisir de vous convier au webinaire sur\nDélit fiscal qualifié – Détection et réaction\nWebinaire en français \n\nReconnu pour la recertification SAQ \n \n  \nEn Suisse\, le délit fiscal qualifié s’impose comme un enjeu majeur\, à la frontière entre droit fiscal et droit pénal. Au-delà des textes\, il soulève des questions très concrètes : quels comportements tombent sous cette qualification ? Quels sont les seuils à connaître ? Et surtout\, quelles peuvent être les conséquences pour les acteurs des services financiers et leurs clients ? Ce webinar vous propose un tour d’horizon du cadre légal actuel\, complété par des cas pratiques inspirés de situations réelles\, afin de mieux comprendre les risques et les réflexes à adopter. \n  \nLa formation s’adresse à\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\nFonction\n☒ Légal et Compliance\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\n> Présentation du cadre légal suisse \n> Case Studies (Signature BRP) \n  \n\n\n\n\n\n\nPour plus d’information sur ce webinaire\, merci de contacter contactez-nous.
URL:https://brpsa.com/events/delit-fiscal-qualifie/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.07_Delit-fiscal-qualifie-scaled.jpg
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251002T094500
DTEND;TZID=Europe/Zurich:20251002T120000
DTSTAMP:20250901T144150Z
CREATED:20250812T084304Z
LAST-MODIFIED:20250901T144150Z
UID:10000231-1759398300-1759406400@brpsa.com
SUMMARY:Fiscalité - Belgique
DESCRIPTION:  \nBRP Bizzozero & Partners SA et Bazacle & Solon ont le plaisir de vous convier à un séminaire exclusif consacré à la \n\nFiscalité Belgique dans le cadre de la Gestion de Fortune Privée\n\nEvent in French \n\nCe séminaire vous propose un décryptage stratégique de la réforme fiscale belge portée par le gouvernement Arizona\, avec un éclairage spécifique sur la fiscalité patrimoniale et le régime applicable aux plus-values mobilières à partir de 2026. \nUn rendez-vous incontournable pour anticiper les impacts majeurs de ces évolutions sur la gestion patrimoniale de votre clientèle privée. \n  \nCafé de bienvenue \nCette formation s’adresse à\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  \n\nContenu\n\n> DLUquinquies et rapatriement de capitaux : état des lieux \n> Taxe sur les plus-values : ce qui va changer ! Comment anticiper ? \n> Actualités patrimoniale et successorale \n> Tour d’horizon de quelques autres nouveautés pour 2026 \n  \n  \nIntervenants\n\n\nEmanuele Ceci – Avocat Spécialiste en droit fiscal\, Associé Bazacle & Solon\, Bruxelles\nGilles de FOY – Avocat spécialiste en droit fiscal et droit patrimonial de la famille. Associé Bazacle & Salon\, Bruxelles\n\n  \nPour de plus amples informations\, n’hésitez pas à nous contacter.
URL:https://brpsa.com/events/fiscalite-belgique/
LOCATION:BRP – Regora Room\, Rue de Vermont 62\, Geneva\, 1202\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/2025.10.02_Fiscalite-Belgique-scaled.jpg
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251001T090000
DTEND;TZID=Europe/Zurich:20251002T150000
DTSTAMP:20250909T111816Z
CREATED:20250909T111339Z
LAST-MODIFIED:20250909T111816Z
UID:10000235-1759309200-1759417200@brpsa.com
SUMMARY:One-to-One Courtesy Meeting with Indian Legal Expert
DESCRIPTION:One-to-One Courtesy Meeting with Indian Legal Expert\n\nin Zurich and in Geneva\nMeetings will be held in English \n  \n\nDear Clients\, \nWe are pleased to inform you that Mr. Mahesh Kumar\, Partner at Legalics Law Offices\, New Delhi\, and our trusted local counsel and expert on Indian law\, will be visiting Switzerland in early October. \nOn this occasion\, we are offering our clients the opportunity to hold one-to-one courtesy meetings with Mr. Kumar to discuss recent legal and regulatory developments in India — including updates on research activities\, foreign exchange rules\, the latest ruling by the National Consumer Dispute Redressal Commission (NCDRC)\, and broader implications for cross-border private banking. \n\nDetails: One-to-one meeting up to 1 hour – In Zurich\n1st October 2025\, b/w 9:00am to 3:00pm\nBRP Zürich Office\nSchanzeneggstrasse 3\n8002 Zurich\nT. +41 43 305 09 30 \n_____________________________ \nDetails: One-to-one meeting up to 1 hour – In Geneva\n2nd October 2025\, b/w 9:00am to 3:00pm\nBRP Geneva Office\nRue de Vermont 62\n1202 Geneva\nT. +41 22 819 10 30 \n\nInscription\n\nIf you wish to book a one-to-one meeting with our legal expert\, please register your interest at your preferred location\, indicating suitable time slots. Once we have received all requests\, we will coordinate the agendas accordingly. \n> Register Zurich / 2025.10.01 – click here\n\n> Register Geneva / 2025.10.02 – click here\n  \n  \nInformation\n\n\n> info@brpsa.com\n \n  \nWe remain at your disposal for any questions. We look forward to facilitating these insightful discussions and strengthening the exchange on India-related regulatory topics. \nBest regards\, \n 
URL:https://brpsa.com/events/one-to-one-courtesy-meeting-indian-expert/
LOCATION:BRP – Regora Room\, Rue de Vermont 62\, Geneva\, 1202\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.01_One-to-One-courtesy-meetings-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250924T103000
DTEND;TZID=Europe/Zurich:20250924T113000
DTSTAMP:20250923T060054Z
CREATED:20250813T130025Z
LAST-MODIFIED:20250923T060054Z
UID:10000234-1758709800-1758713400@brpsa.com
SUMMARY:Spain and Portugal - Tax Aspects
DESCRIPTION:We are pleased to invited you to the webinar dedicated to:\nSpain and Portugal – Tax Aspects\nWebinar in English \n\n  \nRecognised for SAQ recertification – This course will enable you to earn 1.0 SAQ credits \n \nThis webinar focuses on the Spanish and Portuguese  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: Wealth Planners \n\n\n\n\n  \nContent\n\n\n\n\n\n\nSpain\n> General Tax Principles \n> Taxation of Income \n> Wealth Tax (IP) \n> Temporary Solidarity Tax on Large Fortunes (ITSGF) \n> Inheritance and Gift Tax (ISD) \n> Exit Tax \n> Taxation of Financial Products \nPortugal\n> General Tax Principles \n> Taxation of Income \n> Inheritance Tax\, Gift Tax & Other Taxes \n> Taxation of Financial Products \n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/spain-and-portugal-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/2025.09.24_Spain-and-Portugal-Tax-Aspects-scaled.jpg
ORGANIZER;CN="Alexandra Marquez":MAILTO:ama@brptax.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250923T140000
DTEND;TZID=Europe/Zurich:20250923T153000
DTSTAMP:20250822T085314Z
CREATED:20250224T082455Z
LAST-MODIFIED:20250822T085314Z
UID:10000207-1758636000-1758641400@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:Marketing\, Events\, and Use of Social Media\nWebinar in English \nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n  \n  \n  \n  \n  \nThe aim of the webinar is to understand the existing regulatory framework (especially in the EU and ESMA’s practice) on these areas\, in particular with regard to the dissemination of marketing material\, the use of social media by financial intermediaries\, the organisation of marketing events and sponsoring. Topics such as industry practice and current trends to increase brand awareness as well as regulations in jurisdictions other than the EU will also be discussed during the webinar. Practical examples and use cases will be included\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\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\n\nContent\n\n\n\n\n\n\nIntroduction\n\n\n\n\n\nMiFID II\n\n\nRelevant 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\n\n\n\n\n\n\nMiCA\n\n\nMarketing 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\n\n\n\n\n\n\nMAR\n\n\n\nRelevant definitions: Information Recommending or Suggesting an Investment Strategy\, Investment Recommendations\, Organisational requirements\nRequired controls and involvement of the Senior Management\nESMA and NCAs expectations\nFuture regulation\n\n\n\n\n\n\n\nDistributing documentation to the public vs. existing clients\n\n\nMacroeconomic documentation\nFinancial analysis and Investment research\nRecommendation lists\n\n\n\n\n\n\n\nEvents and Social Media\n\n\nThe right way to organize them\nInfluencers\n\n\n\n\n\n\n\nIntra-EU: AIF pre-marketing rules\n\n\nApplicability\nDefinition of pre-marketing\, pre-marketing conditions\nPre-marketing notification procedure/formalities\, reverse solicitation\nMarketing communications\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/marketing-events-and-use-of-social-media/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.09.23_Marketing-Events-and-Use-of-Social-Media-1-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250918T103000
DTEND;TZID=Europe/Zurich:20250918T120000
DTSTAMP:20250903T082104Z
CREATED:20250812T122521Z
LAST-MODIFIED:20250903T082104Z
UID:10000232-1758191400-1758196800@brpsa.com
SUMMARY:Saudi Arabia - Cross-border Activities
DESCRIPTION:Saudi Arabia – 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 Saudi Arabia from a third country\, including Saudi Arabia’s 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 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\nCooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\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/saudi-arabia-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/2025.09.18_Saudi-Arabia-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
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