Portugal – Cross-border activities

Name: Portugal – Cross-border activities
Start: 2024-04-16T10:30:00+02:00
End: 2024-04-16T12:00:00+02:00
Location: Online

April 16, 2024 - 10:30 am - 12:00 pm

CHF150.00

Webinar in English

Recognised for the SAQ recertification

This training covers the regulatory framework for financial activities towards Portugal from a third country

Portugal &#8211; Cross-border activities

Institution ☒ Banks ☒ Securities firms ☒ Asset managers ☐ Trustees ☐ Managers of collective assets ☐ Fund management companies ☒ Client advisors ☐ Other financial intermediaries	Fonction ☒ Legal and Compliance ☒ Risk management ☐ Internal audit ☐ Central file ☐ Front ☐ Asset Management ☐ HR ☐ Marketing ☐ BoD ☐ Other

Regulatory Framework Governing
Prospecting
Negotiation
Provision of services (EO, Advisory, Discretionary)
Distribution / Placement of Financial Products
Cooperation with Third Parties
Reporting Activities
Data Protection
Case studies (signature BRP)
Overview of relevant tax aspects (by BRP Tax) General Tax Principles Taxation of Income Inheritance Tax, Gift Tax and other Taxes Taxation of Financial Products

For more information on this webinar, please contact us.

Details

Date: April 16, 2024
Time:
10:30 am - 12:00 pm
Cost: CHF150.00
Event Category: Webinar
Event Tags:Banking services, Cross-border services, Data Protection, Financial products, Investment services, Tax

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