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DTSTART;TZID=Europe/Zurich:20260603T103000
DTEND;TZID=Europe/Zurich:20260603T113000
DTSTAMP:20260711T005534
CREATED:20260504T134206Z
LAST-MODIFIED:20260603T084312Z
UID:10000258-1780482600-1780486200@brpsa.com
SUMMARY:Tax Suitability Concept
DESCRIPTION:BRP SA invites you to: \nTax Suitability Concept\nWebinar \n \nIn today’s ever‑changing financial landscape\, tax compliance and efficiency have never been more crucial. At the heart of this complexity lies the concept of tax suitability\, a strategy that ensures financial instruments align with clients’ tax regimes while maximising after‑tax performance and mitigating potential commercial and civil risks for financial institutions. \nThis webinar will explore the tax suitability approach and its practical impact for both asset managers and their clients. \n\n \n\n\n\nContent\n\nTax Suitability Concept\nThe variety of income tax patterns\nTaxation of income from financial instruments\nKey tax elements\n\nThe tax subject (the taxpayer)\nThe tax object (the financial instrument)\nThe taxable event (the transaction)\n\n\nCase studies (Signature BRP)\n\n\n\n\n \n\n\n📅 Date and time\nWednesday 3 June 2026\n10:30 – 11:30 (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\n \nSpeakers\nJean‑Marc Favre – Tax Compliance Specialist\nDaniele Genovese – Senior Investment Tax Specialist\n \n\n\nInstitution\n☒ Banks\n☒ Wealth planners\n☒ Asset managers\n☒ Trustees\n☒ Managers of collective assets\n☐ Fund management companies\n☒ Client advisors\n☒ Other financial intermediaries \n\n\nFunction\n☒ Legal and Compliance\n☒ Risk management\n☐ Internal audit\n☐ Central file\n☒ Front Office\n☒ Asset Management\n☐ HR\n☐ Marketing\n☐ BoD\n☐ Other \n\n\n \n\nCost\nCHF 150.– per attendee\nSave 25% when registering as a group (2 or more participants) \ne‑Test: CHF 75.– (please select the ticket: Webinar + e‑Test) \n\n \nRegistration 👇
URL:https://brpsa.com/events/tax-suitability-concept-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/05/Visuel-LinkedIn-1920-x-1080-px-9.png
ORGANIZER;CN="Daniele Genovese":MAILTO:dge@brpsa.com
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DTSTART;TZID=Europe/Zurich:20260630T103000
DTEND;TZID=Europe/Zurich:20260630T120000
DTSTAMP:20260711T005534
CREATED:20260603T134403Z
LAST-MODIFIED:20260605T092543Z
UID:10000259-1782815400-1782820800@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:BRP SA invites you to: \nMarketing\, Events\, and Use of Social Media\nWebinar in English \nRecognised for SAQ recertification – 1.5 SAQ credits \nThe aim of the webinar is to understand the existing regulatory framework (especially in the EU and ESMA’s practice) on marketing activities in the financial sector. Particular attention will be given to the dissemination of marketing materials\, the use of social media by financial intermediaries\, and the organisation of marketing events and sponsoring. Industry practices and current trends for increasing brand awareness will also be explored\, alongside regulatory developments in jurisdictions beyond the EU. The session will include practical examples and use cases. \n\n\n\n\nContent\n\nIntroduction\nMiFID II\n\nRelevant definitions: Investment Advice\, Preparatory Acts\, Advice about financial instruments addressed to the general public\, Generic Advice about a Type of Financial Instrument\, Investment Research and Financial Analysis\, Marketing Communication\n\n\nMiCA\n\nMarketing communication relating to an offer to the public of crypto-asset\nAuthorisation of crypto-asset service providers (VASPs)\nExclusion of reverse solicitation for active marketing\nIntervention power of ESMA\, EBA and NCAs\n\n\nMAR\n\nRelevant definitions: Information Recommending or Suggesting an Investment Strategy\, Investment Recommendations\, Organisational requirements\nRequired controls and involvement of the Senior Management\nESMA and NCAs expectations\n\n\nFuture regulation\nDistributing documentation to the public vs. existing clients\nMacroeconomic documentation\nFinancial analysis and Investment research\nRecommendation lists\nEvents and Social Media\n\nThe right way to organize them\nInfluencers\n\n\nIntra-EU: AIF pre-marketing rules\n\nApplicability\nDefinition of pre-marketing\, pre-marketing conditions\nPre-marketing notification procedure/formalities\, reverse solicitation\nMarketing communications\n\n\n\n\n\n\n\n\n📅 Date and time\nTuesday 30 June 2026\n10:30 – 12:00 (CEST) \n\n\n💻 Format\nOnline webinar\nThe webinar will be held in English \n\n\nSpeakers\nKarina Singh – Legal Advisor\, Private Banking & Credits at BRP\nRicardo Oliveira – Legal Advisor\, Private Banking & Credits at BRP\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\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\nCost\nCHF 150.– per attendee\nSave 25% when registering as a group (2 or more participants) \n\nRegistration 👇
URL:https://brpsa.com/events/marketing-events-and-use-of-social-media-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/06/Visuel-LinkedIn-1920-x-1080-px-11.png
ORGANIZER;CN="Karina Singh":MAILTO:kas@brpsa.com
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