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DTSTART;TZID=Europe/Zurich:20260506T103000
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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
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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260513T103000
DTEND;TZID=Europe/Zurich:20260513T120000
DTSTAMP:20260503T162029
CREATED:20260416T153254Z
LAST-MODIFIED:20260428T081146Z
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
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DTSTART;TZID=Europe/Zurich:20260603T103000
DTEND;TZID=Europe/Zurich:20260603T113000
DTSTAMP:20260503T162029
CREATED:20260430T161557Z
LAST-MODIFIED:20260430T162148Z
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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