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UID:10000193-1738665000-1738670400@brpsa.com
SUMMARY:South Africa - Cross-border Activities
DESCRIPTION:South Africa – Cross-border Activities\nWebinar in English \nRecognised for the SAQ recertification \n \nThe training aims to present South African cross-border rules governing 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. \n  \n\nThe training is addressed to\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  \n\nContents\nRegulatory framework governing\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\nLPS Licence: what’s going on?\nProspecting\n\nOnboarding new clients\n\nNegotiation\n\nAccount opening\nAdvisory and Discretionary asset management agreements\nDebit and Credit cards\, Lombard loans and e-Banking\n\nProvision of services (EO\, Advisory\, Discretionary)\nDistribution / Placement of Financial Products\nCooperation with third parties\n\nFinders\nBusiness introducers\nEAMs\n\nReporting activities\nCase Studies (signature BRP)\n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/south-africa-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.02.04_South-Africa-Cross-border-Activities-1.png
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
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