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Portugal – Cross-border activities

April 16, 2024 - 10:30 am - 12:00 pm
CHF150.00
BRP SA - 2024.04.16_Portugal Cross-border activities

Portugal –  Cross-border activities

Webinar in English

 

Recognised for the SAQ recertification

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

The training is addressed to

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

Content

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

Place

Speakers

Other

Language
English
Countries
Portugal
Topics
Cross border

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