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DTSTART;TZID=Europe/Zurich:20241206T103000
DTEND;TZID=Europe/Zurich:20241206T120000
DTSTAMP:20260427T020130
CREATED:20241118T091309Z
LAST-MODIFIED:20241118T110728Z
UID:10000182-1733481000-1733486400@brpsa.com
SUMMARY:EU Third-Country Regime and Reverse Solicitation
DESCRIPTION:EU Third-Country Regime and Reverse Solicitation\nWebinar in English \nRecognised for the SAQ recertification \n \nThe training aims to present EU legal framework governing cross-border activities from a third country (“third-country regime”) as defined by CRD V(I) and MiFID II: offer and provision of banking and investment services. Definition and scope of the concept of reverse solicitation and impact on cross-border financial activities. Organisational duties in particular in the context of Suitability and Tax Suitability requirements \n\nThe training is addressed to\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 \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\nContent\n\n> Access to the EU market under MiFID II\n\nEquivalence regime\nNational regime\nPermanent establishment\n\n  \nReverse solicitation\n\nConcept\nMaterial Approach\nGeographical Scope\nFundamental Right of the EU Citizen\nOwn Exclusive Initiative\n\n  \nFocus Advisory services\n\nOngoing Advisory Services\nNew Products and Services\nSuitability\nTax Suitability\nDistribution/placement of Financial Instruments\n\n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/eu-third-country-regime-and-reverse-solicitation/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.11.06_EU-Third-Country-Regime-and-Reverse-Solicitation-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
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