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DTSTART;TZID=Europe/Zurich:20250327T103000
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SUMMARY:United Kingdom - Cross-border activities
DESCRIPTION:United Kingdom –  Cross-border activities\nWebinar in English \nRecognised for recertification SAQ \n \n\nUK 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  \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\nFunction \n\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\n\nContent\n\n\n\n\n\n\nRegulatory Framework Governing\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\nProspecting\n\n\nOnboarding new clients\n\n\n\n\n\n\nNegotiation\n\n\nAccount opening\nAdvisory and dicretionary asset management agreements\nDebit and credit cards\, Lombard loans\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\nTrustee activities\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/united-kingdom-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.27_UK-Cross-border-activities-1.jpg
ORGANIZER;CN="Richard Mc Grand":MAILTO:rmc@brpsa.com
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