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DTSTART;TZID=Europe/Zurich:20241210T103000
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UID:10000183-1733826600-1733832000@brpsa.com
SUMMARY:Germany - Cross-border activities
DESCRIPTION:Germany –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis webinar focuses on the German regulations for cross-border financial activities from a third country. It covers the topics of 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. Please note that this webinar briefly introduces the possibilities of “Freistellung” exemptions but does not cover the rules governing the activities performed within the scope such exemptions\, i.e.\, that are based on a cross-border license\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☒ 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\nRegulatory Framework Governing\n\nBanking Services\nInvestment Services (EA\, Advisory\, Discretionary)\n\n\n\n\n\n\nFreistellung Exemption \n\nIntroduction\n\n\n\n\n\nProspecting\n\n\nOnboarding New Clients\nOnboarding Existing Clients\n\n\n\n\n\n\nNegotiation\n\n\nAccount Opening\nAdvisory and Discretionary Asset Management Agreements\nDebit and Credit Cards\, Lombard loans and e-Banking\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\n\nCooperation with Third Parties\n\n\nFinders\nBusiness Introducers\nEAMs\n\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/germany-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.12.10_Germany-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
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