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DTSTART;TZID=Europe/Zurich:20260506T103000
DTEND;TZID=Europe/Zurich:20260506T120000
DTSTAMP:20260604T105210
CREATED:20260327T151727Z
LAST-MODIFIED:20260327T151727Z
UID:10000253-1778063400-1778068800@brpsa.com
SUMMARY:Cross-border Switzerland - UK 2026 | Berne Financial Services Agreement
DESCRIPTION:BRP Bizzozero & Partners SA invites you to: \nCross‑border Switzerland – UK 2026 | Berne Financial Services Agreement\nJoin the BRP Bizzozero & Partners team for a focused webinar exploring the practical implications of the Berne Financial Services Agreement (BFSA) for cross‑border banking and financial services between Switzerland and the United Kingdom. \nOur speakers will provide a pragmatic overview of the FINMA and FCA practical guides published on 3 November and discuss their impact on the activities of Swiss financial intermediaries operating cross‑border with UK clients. \nThe webinar will also focus on contractual and pre‑contractual documentation requirements necessary to conduct business in compliance with applicable regulations. Finally\, we will address certain practical aspects that require a clear position from financial intermediaries\, first and foremost the concept of the client\, which is fundamental to ensuring regulatory‑compliant reporting. \n\n \n\nTopics include\n\nOverview of the Berne Financial Services Agreement and the FINMA and FCA guidance\nCross‑border impact\nPre‑contractual communications and contractual documentation\nBanking services\, including account opening and provision of credit\nInvestment services\, asset management\, reporting\, and UK branches\n\n\n \n\n\n📅 Date and time\nWednesday 6 May 2026\n10:30am – 12:00pm (CEST) \n\n\n💻 Format\nWebinar – Connection details will be shared upon registration \n\n\n \n\n\nAudience\n☒ Front office and client relationship teams\n☒ Business development managers\n☒ Strategic leadership and General Management\n☒ Legal\, Compliance and Regulatory Affairs \n\n\n \n\nPlan\nI. Overview\n1. Scope\n2. Banking services from Switzerland into the UK\n3. Investment services from Switzerland into the UK\n4. Asset management services from Switzerland into the UK \nII. Practical implementation challenges\n1. Applicable UK regulatory framework\n2. Temporary presence under BFSA deference\n3. Provision of services via UK authorised entity\n4. Application of FCA product intervention measures\n5. High‑Net‑Worth client classification requirements\n6. Client consent to regulatory disclosure \n\n \nOur Speakers\nPatrick Genazzi – CEO at BRP SA\nRichard Mc Grand – Country Head BRP UK\nSasha Benzoni – Manager\, Legal Advisor at BRP SA\n \n\nParticipation fee\nCHF 150.– per participant\nCHF 100.– per participant for group registrations (two or more participants) \n\nRegistration 👇
URL:https://brpsa.com/events/cross-border-switzerland-uk-2026-berne-financial-services-agreement/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/03/Visuel-LinkedIn-1920-x-1080-px-4.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260424T103000
DTEND;TZID=Europe/Zurich:20260424T113000
DTSTAMP:20260604T105210
CREATED:20260401T074231Z
LAST-MODIFIED:20260424T061032Z
UID:10000255-1777026600-1777030200@brpsa.com
SUMMARY:CRD VI – Italy\, topical issues
DESCRIPTION:BRP Bizzozero & Partners SA invites you to: \nCRD VI – Italy\, topical issues\nJoin the BRP Bizzozero & Partners team for a focused webinar exploring the transposition of CRD VI into the Italian regulatory framework and its operational implications for cross‑border activities into Italy. \nThe webinar will provide a structured and pragmatic overview of the key regulatory and operational aspects related to cross‑border activities into Italy\, with a particular focus on recent regulatory developments and the expectations of supervisory authorities. \n\n \n\nContent\n\nRegulatory updates\, with a focus on the main developments and the most recent guidance issued by the EBA\, including topics related to originated assets and the use of Swiss IBANs;\nInitial feedback from the Bank of Italy\, with reference to regulatory requirements and the minimum organisational structure required for a branch;\nOrganisational models following the opening of a branch\, analysing possible setups for managing Italian clients and the application of the MiFID carve‑out;\nTax aspects\, including an analysis of the key points of attention and risk areas to be considered in cross‑border operations.\n\n\n \n\n\n📅 Date and time\nFriday 24 April 2026\n10:30am – 11:30am (CEST) \n\n\n💻 Format\nOnline webinar – Connection details will be shared upon registration \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\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\nI nostri relatori\nPatrick Genazzi – CEO at BRP SA\nEdoardo Guffanti – FIVERS – Studio Legale e Tributario\nPierangelo Chiodino – ACBC Law\nRegistration 👇
URL:https://brpsa.com/events/crd-vi-italy-topical-issues/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/04/2.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260424T090000
DTEND;TZID=Europe/Zurich:20260424T100000
DTSTAMP:20260604T105210
CREATED:20260401T074150Z
LAST-MODIFIED:20260424T061030Z
UID:10000254-1777021200-1777024800@brpsa.com
SUMMARY:CRD VI – Italia\, novità
DESCRIPTION:BRP Bizzozero & Partners SA vi invita a: \nCRD VI – Italia\, novità\nUnisciti al team di BRP Bizzozero & Partners per un webinar dedicato ad approfondire la trasposizione della CRD VI nel contesto normativo italiano e le sue implicazioni operative per le attività cross‑border verso l’Italia. \nIl webinar offrirà una panoramica strutturata e pragmatica sui principali aspetti regolamentari e operativi connessi all’attività transfrontaliera verso l’Italia\, con particolare attenzione alle recenti evoluzioni normative e alle aspettative delle autorità di vigilanza. \n\n \n\nContenuto\n\nAggiornamenti regolamentari\, con un focus sulle principali novità e sulle più recenti indicazioni dell’EBA\, incluse le tematiche relative agli originated assets e all’utilizzo di IBAN svizzeri;\nPrime indicazioni della Banca d’Italia\, con riferimento ai requisiti regolamentari e alla struttura organizzativa minima richiesta per una branch;\nModelli organizzativi successivi all’apertura della branch\, analizzando i possibili assetti per la gestione della clientela italiana e l’applicazione del MiFID carve‑out;\nAspetti fiscali\, con un’analisi dei principali punti di attenzione e dei profili di rischio da considerare nell’operatività transfrontaliera.\n\n\n \n\n\n📅 Data e ora\nVenerdì 24 aprile 2026\n09:00 – 10:00 (CEST) \n\n\n💻 Formato\nWebinar – I dettagli per collegarsi saranno comunicati al momento dell’iscrizione \n\n\n\n\nIstituzione\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\nFunzione\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\nI nostri relatori\nPatrick Genazzi – CEO di BRP SA\nEdoardo Guffanti – FIVERS – Studio Legale e Tributario\nPierangelo Chiodino – ACBC Law\nRegistrazione👇
URL:https://brpsa.com/events/crd-vi-italia-novita/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2026/04/1.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251203T103000
DTEND;TZID=Europe/Zurich:20251203T120000
DTSTAMP:20260604T105210
CREATED:20251104T152623Z
LAST-MODIFIED:20251119T133226Z
UID:10000245-1764757800-1764763200@brpsa.com
SUMMARY:Cross-border Suisse UK – Nouveau !
DESCRIPTION:Cross-border Suisse UK – Nouveau ! – Accord de Berne sur les services financiers\nPremières réflexions opérationnelles sur le nouvel accord de coopération \nWebinar in French \n\nLe 3 novembre dernier\, la FINMA et la FCA ont publié leurs guides pratiques respectifs sur le nouvel accord entre la Suisse et le Royaume-Uni (Berne Financial Services Agreement). \nAu cours de ce webinaire\, l’équipe BRP commentera le contenu de ces guides\, en soulignant les principales indications opérationnelles pour les intermédiaires financiers suisses. \n  \nL’accord de Berne sur les services financiers (AFSF) marque une étape importante dans les relations entre la Suisse et le Royaume-Uni\, en créant un cadre de coopération qui élargit l’accès aux marchés financiers et ouvre des espaces concrets pour le développement de services transfrontaliers. \nLe nouvel accord représente un cas sans précédent dans le paysage européen : il s’agit du premier accord bilatéral dans le domaine financier basé sur l’équivalence mutuelle et non sur la simple reconnaissance unilatérale. \nL’événement a pour but de présenter les effets pratiques de l’accord dans le contexte de la fourniture de services bancaires et financiers de la Suisse vers le Royaume-Uni. Les points essentiels dans ces domaines seront examinés en profondeur\, tant pour les points couverts par l’accord que pour les aspects non couverts par celui-ci. L’objectif est de donner aux participants une vision pragmatique de la situation qui se présentera une fois qu’il entrera en vigueur\, vraisemblablement en janvier 2026. \nLa conférence s’adresse à tous les niveaux de l’organisation bancaire : du front office et des équipes de relation client\, aux responsables du développement commercial\, jusqu’au top management de la banque\, à la Direction Générale\, au Juridique\, à la Conformité et aux Affaires Réglementaires. \n  \n  \nContenu\n\n\n\n\n\n\n> Introduction\n\n> Accord en général\n> Communications précontractuelles \n> Documentation contractuelle\n> Banque – ouverture de compte\n> Services d’investissement\n> Gestion d’actifs\n> Banque – provision de créances\, à l’exclusion des créances lombardes\n> Comptabilité\n> Succursales au Royaume-Uni\n\n\n\n\n\n\n  \n\n  \nFor more information on this event\, please contact us.
URL:https://brpsa.com/events/cross-border-suisse-uk-nouveau/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/11/2025.12.03_Cross-border-Suisse-UK-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251127T103000
DTEND;TZID=Europe/Zurich:20251127T120000
DTSTAMP:20260604T105210
CREATED:20251104T150426Z
LAST-MODIFIED:20251119T133144Z
UID:10000244-1764239400-1764244800@brpsa.com
SUMMARY:Cross-border Switzerland UK – What's New!
DESCRIPTION:Cross-border Switzerland UK – What’s New! – Berne Financial Services Agreement\nInitial operational reflections on the new cooperation agreement\n  \nWebinar in English \n\nOn 3 November\, FINMA and the FCA published their respective practical guides on the new agreement between Switzerland and the United Kingdom (Berne Financial Services Agreement). \nDuring the webinar\, the BRP team will comment on the contents of these guides\, highlighting the main operational guidelines for Swiss financial intermediaries. \n  \nThe Berne Financial Services Agreement (BFSA) marks a significant milestone in relations between Switzerland and the United Kingdom\, creating a framework for cooperation that expands access to financial markets and opens up concrete opportunities for the development of cross-border services. \nThis new agreement is unprecedented in the European landscape: it is the first bilateral agreement in the financial sector based on mutual equivalence rather than simple unilateral recognition. \nThe purpose of the event is to present the practical effects arising from the agreement in the provision banking and financial services from Switzerland to the United Kingdom. The essential points in these areas will be explored\, both those covered by the agreement and those not addressed. The aim is to provide participants with a pragmatic view of the situation that will arise once it comes into force\, presumably in January 2026. \nThe webinar is aimed at all levels of the banking organisation: from front office and client relationship teams\, to business development managers\, up to the strategic leadership of the bank\, General Management\, Legal\, Compliance\, and Regulatory Affairs. \n  \nContent\n\n\n\n\n\n\n> Introduction\n> Overview of the Agreement\n> Pre-contractual communications \n> Contractual documentation\n> Banking – account opening\, provision of credit\n> Investment Services\n> Asset Management \n> Reporting\n> Branches in the United Kingdom\n\n\n\n\n\n  \n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/cross-border-swizerland-uk/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/11/2025.11.27_Cross-border-Switzerland-UK-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251124T160000
DTEND;TZID=Europe/Zurich:20251124T180000
DTSTAMP:20260604T105210
CREATED:20251021T091017Z
LAST-MODIFIED:20251119T133106Z
UID:10000241-1764000000-1764007200@brpsa.com
SUMMARY:Cross-border Svizzera UK – Novità!
DESCRIPTION:Cross-border Svizzera UK – Novità! – Berne Financial Services Agreement\nGratuito (posti limitati)\n  \nEvent in Italian \n\n  \nIl Berne Financial Services Agreement (BFSA) segna una tappa significativa nei rapporti tra Svizzera e Regno Unito\, creando un quadro di cooperazione che amplia l’accesso ai mercati finanziari e apre spazi concreti per lo sviluppo di servizi transfrontalieri. \nIl nuovo accordo rappresenta un caso senza precedenti nel panorama europeo: è il primo accordo bilaterale in ambito finanziario basato su l’equivalenza reciproca e non su un semplice riconoscimento unilaterale. \nLo scopo dell’evento è quello di presentare gli effetti pratici derivanti dall’accordo nell’ambito della fornitura di servizi bancari e finanziari dalla Svizzera verso il Regno Unito. Verranno approfonditi i punti essenziali in questi ambiti sia per i punti coperti dall’accordo\, sia per gli aspetti in esso non trattati. L’obiettivo è quello di fornite ai partecipanti una visione pragmatica della situazione che si creerà una volta entrato in vigore\, presumibilmente\, a gennaio 2026. \nLa conferenza è indirizzata a tutti i livelli dell’organizzazione bancaria: dai team di front office e relazione clienti\, ai responsabili sviluppo business\, fino ai vertici strategici della banca\, Direzione generale\, Legal\, Compliance e Regulatory Affairs. \n  \nContenuto\n\n\n\n\n\n\n> Introduzione\n\n> Accordo in generale\n> Comunicazioni precontrattuali\n> Banking – apertura conti\n> Investment Services\n> Asset Management\n> Banking – fornitura crediti\, esclusi crediti lombard\n> Rendicontazione\n> Succursali nel Regno Unito\n\n\n\n\n\n\n  \nAl termine della conferenza\, i partecipanti sono invitati a un aperitivo\, un’occasione informale per proseguire il confronto.\n  \nFor more information on this event\, please contact us.
URL:https://brpsa.com/events/cross-border-svizzera-uk-novita/
LOCATION:Hotel Lugano Dante\, Piazza Cioccaro 5\, Lugano\, 6900\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.24_Cross-border-Svizzera-UK-Novita-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251113T103000
DTEND;TZID=Europe/Zurich:20251113T120000
DTSTAMP:20260604T105210
CREATED:20251005T103542Z
LAST-MODIFIED:20251029T073821Z
UID:10000240-1763029800-1763035200@brpsa.com
SUMMARY:CRD VI – Branch Requirement
DESCRIPTION:CRD VI – Branch Requirement under Article 21c and Exceptions\nWebinar in English \n  \n\nThis webinar provides a practical overview of the new CRD VI regime\, focusing on Article 21c\, the branch requirement and exceptions for third-country credit institutions. It examines in particular reverse solicitation\, comparing its treatment under CRD VI\, MiFID II\, and MiCA\, and outlines other exceptions such as the MiFID II carve‑out\, grandfathering of existing contracts\, and supervisory monitoring of cross-border activities. Participants will also gain insights into how EU Member States are implementing CRD VI\, with a particular focus on the implementation in Italy. \n  \n  \nThe training is addressed to\n\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\n☒ Legal and Compliance\n☒ Risk management\n☐ Internal audit\n☐ Central file\n☒ Front\n☐ Asset Management\n☐ HR☒ Marketing\n☐ BoD\n☐ Other \n\n\n\n\n\n\nContent\n\n\n\n\n\n\n> Article 21c CRD VI: Overview​ (Branch requirement and exceptions) \n> Reverse Solicitation \n\nReverse solicitation under CRD VI\n​Reverse solicitation comparison: CRD VI vs MiFID II vs Mica\n\n\n> MiFID II carve-out​\n \n> Grandfathering of existing contracts​\n \n> Monitoring of reverse solicitation activities by Supervisory Authorities​\n \n> Getting ready for CRD VI – The BRP four-step approach\n \n> Overview of the implementation of CRD VI in the EU Member States \n> ​CRD VI Comes to Ital: Key Regulatory and Tax Developments (E. Guffanti and P. Chiodino) \n\nDraft Italian Implementation: Current Outlook\nThe MiFID II Carve-Out from an Italian Perspective\nShort overview of tax implications for foreign financial intermediaries and position of the IRS\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi-branch-requirement-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.13_CRD-VI-Branch-requirement-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250515T103000
DTEND;TZID=Europe/Zurich:20250515T120000
DTSTAMP:20260604T105210
CREATED:20250416T074945Z
LAST-MODIFIED:20250505T134326Z
UID:10000217-1747305000-1747310400@brpsa.com
SUMMARY:India - Latest Regulatory Developments and FOREX Refresher
DESCRIPTION:India – Latest Regulatory Developments and FOREX Refresher\nWebinar in English \n  \n\nIn this webinar\, our Indian counsel will present the latest regulatory developments in the financial industry with a focus on the recent amendments to SEBI (Investment Advisors) Regulations\, 2013\, to SEBI (Research Analysts) Regulations\, 2014\, and to SEBI rules for Offshore Derivatives (ODIs) and Foreign Portfolio Investors (FPIs).\nThe webinar will discuss how such amendments have impacted the cross-border rules for the offering and provision of investment services to Indian residents by foreign banks/financial services providers (unlicensed in India) and the offering of ODIs by FPIs.\nThe session will also include a refresher on relevant aspects of the Indian foreign exchange framework.\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\nContents\n\nRegulatory Framework Governing\nBackground – Key regulation and regulations governing inbound/outbound investments in/into India \nRecent amendments to SEBI (Investment Advisors) Regulations\, 2013\, and SEBI (Research Analysts) Regulations\, 2014. Impact on the cross-border rules for the offering and provision of investment services to Indian residents by foreign banks/financial services providers (unlicensed in India)\n \nNew SEBI Rules for Offshore Derivatives (ODIs) and FPIs (Circular No. SEBI/HO/AFD/AFD-POD-3/P/CIR/2024/176 dated December 17\, 2024) \nRefresher on the Indian foreign exchange framework \n\n\nSpeakers\n\nMahesh Kumar – Partner / Legalics Law Offices\nPatrick Genazzi – Founding Partner – CEO / BRP Bizzozero & Partners SA\nMaria Luisa Dutto – Director / BRP Bizzozero & Partners SA\n \n  \n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/india-latest-regulatory-developments/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.14_India-Latest-Regulatoy-Developments-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250513T103000
DTEND;TZID=Europe/Zurich:20250513T120000
DTSTAMP:20260604T105210
CREATED:20250404T082948Z
LAST-MODIFIED:20250429T063637Z
UID:10000214-1747132200-1747137600@brpsa.com
SUMMARY:Coopération avec des tiers
DESCRIPTION:Coopération avec des tiers\nWebinaire en français \nReconnu pour la recertification SAQ – Cette formation vous permettra d’obtenir 1.5 crédits SAQ \n \n  \n  \n \n\nCe webinaire aborde la thématique essentielle de la gestion des risques cross-border lors de la coopération avec des finders\, des apporteurs d’affaires et des gérants de fortune indépendants (ou EAMs en anglais).\nLa présentation se concentre en particulier sur les défis auxquels sont confrontés les intermédiaires financiers lorsqu’ils collaborent avec des tiers dans une juridiction où ils ne sont pas au bénéfice d’une autorisation ou d’une licence\n  \n  \nLa formation s’adresse à\n\n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Gestionnaires de fortune\n☒ Gestionnaire de fortune indépendants\n☐ Trustees\n☐ Directions des fonds\n☒ Conseillers à la clientèle\n☒ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal and Compliance\n☒ Risk management\n☒ Audit interne\n☒ Fichier central\n☒ Front\n☐ Asset Management\n☐ RH\n☒ Marketing\n☒ Conseil d’administration\n☐ Autres \n\n\n\n\n\n\nContenu\n\n> Introduction\n\nQui sont les tiers ?\nQuel est leur rôle ?\nLes 3 types de tiers utilisés par les banques\n\n> Implication des tiers\n\n\nConditions de coopération\nAccords de coopération\n\n> Risques Cross-border\n\n\nCura in eligendo\, contraendo et custodiendo\nConnaissance et formation\nIndépendance des parties\nChamp d’application\nClauses d’exclusivité\nRémunération : paiement continu vs ponctuel\, conflits d’intérêts\, etc.\n\n> Intermédiares agréés et collaboration \n\n\n\nAu sein de l’UE\nCoopérations autorisées\nCas de l’assurance et de l’immobilier\n\n  \nPour plus d’information sur cette formation\, merci de nous contacter.
URL:https://brpsa.com/events/cooperation-avec-des-tiers/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.13_Cooperation-avec-des-tiers-2-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250507T103000
DTEND;TZID=Europe/Zurich:20250507T120000
DTSTAMP:20260604T105210
CREATED:20250404T061427Z
LAST-MODIFIED:20250422T060341Z
UID:10000213-1746613800-1746619200@brpsa.com
SUMMARY:CRD VI
DESCRIPTION:CRD VI – Impact on Swiss and other third-country banks\nWebinar in English \n  \nThis webinar is designed to provide a comprehensive overview of the new CRD VI framework and its implications for Swiss and third-country banks conducting cross-border business in/into the EU. The webinar will address key topics such as reverse solicitation\, branch requirements and cross-border licensing. In addition\, it will address fiscal implications of CRD VI\, with a presentation on tax aspects of CRD VI from the Italian point of view. \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\n> Introduction to CRD VI \n\nThird-country cross-border regime before CRD VI\nNew cross-border regime according to CRD VI/CRR III\n\n> Branch Requirements\n> Reverse solicitation under CRD VI \n\nPrinciples\nComparison with reverse solicitation under MiFID II and MiCA\n\n> Reverse solicitation under CRD VI \n\nPrinciples\nGermany- Freistellung\, Italy- LPS\n\n> Getting ready for CRD VI – The BRP four-step approach \n> Italy: Tax implications for foreign financial intermediaries and position of the IRS (Presented by Pierangelo Chiodino\, Studio Antonelli Cattaneo Chiodino Battai\, Milano) \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.07_CRD-VI-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250408T103000
DTEND;TZID=Europe/Zurich:20250408T120000
DTSTAMP:20260604T105210
CREATED:20250318T094148Z
LAST-MODIFIED:20250404T074324Z
UID:10000210-1744108200-1744113600@brpsa.com
SUMMARY:France - Activités Cross-border
DESCRIPTION:France –  Activités Cross-border\nWebinaire en Français \n\nReconnu par la recertification SAQ \n \n\nCe webinaire vise à présenter le cadre réglementaire français régissant les activités financières cross-border depuis un pays tiers. Les sujets tels que la promotion et la publicité liées aux services bancaires et aux services d’investissement\, la négociation de contrats et de mandats\, la prestation de services financiers\, la distribution de produits\, et la coopération avec des tiers (intermédiaires\, apporteurs d’affaires et GFI\, etc.) seront abordés.\n  \nLa formation s’adresse à\n\n  \n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Gestionnaires de fortune\n☒ Gestionnaires de fortune collective\n☐ Trustees\n☒ Directions de fonds\n☐ Conseillers à la clientèle\n☐ Gestionnaire de portefeuille\n☐ Autres intermédiaires financiers \n\n\n\n\nFonction\n☒ Légal et Compliance\n☒ Gestion des risques \n☒ Audit interne \n☐ Fichier central \n☒ Front \n☒ Asset Management \n☐ RH \n☐ Marketing \n☐ Conseil d’Administration\n☐ Autres \n\n\n\n\n\n  \n  \nContenu\n\n\n\n\n\n\nCadre réglementaire\n\nServices bancaires\nServices d’investissement\n\n\n\n\n\n\n\nContrôle des changes\n\n\n\n\n\nPhase de prospection\n\n\nNouveaux Clients\n\n\n\n\n\n\nPhase de negotiation\n\n\nOuverture de compte\nMandats de gestion discrétionnaire et de conseil\nServices additionnels (cartes de débit et de crédit\, prêt Lombard et e-banking)\n\n\n\n\n\n\nPrestation de services\n\n\nExecution Only\nConseils\nGestion discrétionnaire\n\n\n\n\n\n\n\n\nDistribution / Placement de produits financiers\n\n\n\n\n\n\nActivités de reporting\n\n \n\n\n\n\n\n\n\nCooperation avec des tiers\n\n\nFinders\nApporteur d’affaires\nGFIs\n\n\n  \n\n\n\n\n\n\n\n\nEtudes de cas (signature BRP)\n\n\n\n\n\n\n\n  \nPour plus d’information sur cette formation\, svp contactez-nous.
URL:https://brpsa.com/events/france-activites-cross-border/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2025.04.08_France-Activites-transfrontalieres-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250305T103000
DTEND;TZID=Europe/Zurich:20250305T120000
DTSTAMP:20260604T105210
CREATED:20250212T100153Z
LAST-MODIFIED:20250226T070447Z
UID:10000198-1741170600-1741176000@brpsa.com
SUMMARY:CRD VI
DESCRIPTION:CRD VI – Impact on Swiss and other third-country banks\nWebinar in English \n  \nUpdate:\nThe webinar will also address fiscal implications of CRD VI\, with a presentation on “Italy: Tax aspects of CRD VI and position of IRS” \nPresented by Pierangelo Chiodino\, Studio Antonelli Cattaneo Chiodino Battai\, Milano \nThis webinar is designed to provide a comprehensive overview of the new CRD VI framework and its implications for Swiss and third-country banks conducting cross-border business in the EU. The webinar will address key topics such as reverse solicitation\, branch requirements and cross-border licensing. \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\nIntroduction to CRD VI\n\nThird-country cross-border regime before CRD VI\nNew cross-border regime according to CRD VI/CRR III\n\nReverse solicitation under CRD VI \n\nPrinciples\nComparison with reverse solicitation under MiFID II and MiCA\nImpact of the exception contained in Art. 21c para. 4 CRD VI on group supervisory control\n\nBranch requirements \n\nPrinciples\nCase study: Italy\n\nExisting cross-border licenses under the new regime\n• Focus on Germany – Freistellung – and Italy – LPS \n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.05_CRD-VI-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250211T110000
DTEND;TZID=Europe/Zurich:20250211T124500
DTSTAMP:20260604T105210
CREATED:20250124T132636Z
LAST-MODIFIED:20250128T112711Z
UID:10000196-1739271600-1739277900@brpsa.com
SUMMARY:Operatività Cross-border con l’Italia
DESCRIPTION:BRP Bizzozero & Partners SA\, Fivers Studio Legale e Tributario e ACBC Law sono lieti di invitarvi alla formazione: \nMercati Operatività Cross-border con l’Italia\nEvent in Italian \n\nLe profonde modifiche che saranno apportate al vigente quadro regolamentare dalla prossima entrata in vigore della direttiva CRDVI nonché le opportunità dal MOU del 2023 tra le rispettive autorità di mercato (FINMA\, CONSOB\, BANCA d’ITALIA) impongono un profondo ripensamento delle modalità operative e organizzative con cui gli intermediari finanziari elvetici potranno e dovranno approcciare il mercato italiano e gestire la clientela ivi residente.\nLa rigida posizione assunta dalle autorità fiscali italiane e dalla procura della repubblica in occasione degli accertamenti fiscali condotti negli ultimi anni\, relativamente all’attività cross-border degli intermediari finanziari (principalmente) svizzeri con la clientela italiana e la sua potenziale idoneità a configurare una stabile organizzazione non dichiarata in territorio italiano (seppur ai soli fini tributari)\, con le ben note conseguenze (anche di tipo penale)\, rappresenta l’ulteriore variabile dalla quale non si può prescindere.\nAspetti regolamentari e questioni fiscali si intrecciano e sovrappongono\, in un coacervo normativo e operativo in cui appare oggi difficile districarsi a causa delle molteplici incertezze interpretative tuttora esistenti e della mancanza di una business practice alla quale fare riferimento\, data la novità delle questioni in oggetto.\nIn tale contesto\, dunque la questione fondamentale è cosa fare e come poter operare nel mercato italiano e con la clientela ivi residente: si potrà continuare a fare affidamento sulle licenze bancarie esistenti\, se e in quale misura sarà concretamente possibile l’operatività in reverse solicitation\, quali requisiti organizzativi saranno concretamente richiesti all’eventuale branch italiana\, quali funzioni potranno essere mantenute in svizzera e quali invece necessariamente allocate sulla branch italiana\, quali sono le diverse implicazioni lato fiscale nei diversi assetti che potranno essere adottati\, quale la rilevanza dei redditi generati dai portafogli clienti già esistenti\, le implicazioni derivanti dalla costituzione di una branch sulle annualità pregresse non coperte da eventuali precedenti settlement.\nSi tratta di questioni concrete e operative alle quali si cercherà di dare risposte e indicazioni sulla base degli elementi emersi e raccolti da Banca d’Italia\, Consob e Agenzia delle Entrate in occasione delle interlocuzioni intervenute nel corso del 2024. \n\nContenuto\n\n\n\n\n\n\n> Annualità post-settlement: rilevanza modello 231\, riduzione attività cross-border e sviluppo in reverse solicitation\n\n\n\n\n\n\n\n> Allocazione funzioni branch vs headquarter: implicazioni IVA\n\n\n\n\n\n\n\n\n> Allocazione funzioni branch vs headquarter: obblighi sostituto imposta\n\n\n\n\n\n\n\n\n\n> Allocazione funzioni branch vs headquarter: implicazioni IT & reportistica (monitoraggio fiscale/ comunicazioni anagrafe IVA)\n\n\n\n\n\n\n\n\n  \nRelatori\n\n> Patrick Genazzi\, CEO – BRP Bizzozero & Partners SA\n\n> Alessandro Bizzozero\, Founding Partner – BRP Bizzozero & Partners SA\n\n> Edoardo Guffanti\, Founding Partner – Fivers Studio Legale e Tributario\n\n> Pierangelo Chiodino\, Diritto tributario – Diritto societario – ACBC Law\n\n  \nQuota standard\n\nGratuito\n  \nPer ulteriori informazioni su questo corso\, contattateci.
URL:https://brpsa.com/events/operativita-cross-border-con-litalia/
LOCATION:Hotel Lugano Dante\, Piazza Cioccaro 5\, Lugano\, 6900\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/01/2025.02.11_Italia-succursali-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250204T103000
DTEND;TZID=Europe/Zurich:20250204T120000
DTSTAMP:20260604T105210
CREATED:20250120T153418Z
LAST-MODIFIED:20250123T143245Z
UID:10000192-1738665000-1738670400@brpsa.com
SUMMARY:Règles de conduite sur le marché
DESCRIPTION:Règles de conduite sur le marché\nReconnu par la recertification SAQ \n \n  \nWebinaire en français \n\nCe cours vise à définir et à décrire le cadre réglementaire régissant les comportements inadmissibles sur le marché du point de vue du droit de la surveillance. \nLes règles relatives à l’exploitation d’informations privilégiées et à la manipulation du marché (« abus de marché ») seront abordées au moyen d’étude de cas pratiques. Les obligations à l’égard du client et des plateformes de négociation seront également évoquées. \nLes discussions porteront également sur la Circulaire 2013/8 de la FINMA qui\, partant des interdictions prévues par la loi sur les infrastructures financières (LIMF) en matière de comportement sur le marché et l’ordonnance y relative (OIMF)\, concrétise les exigences relatives à l’organisation des assujettis et dont le respect vise à identifier et à prévenir les comportements inadmissibles ainsi qu’à répondre à l’exigence de garantir une activité irréprochable dans le domaine du comportement sur le marché. \n  \nLa formation s’adresse à\n\n  \n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Gestionnaires de fortune\n☒ Gestionnaires de fortune collective\n☐ Trustees\n☒ Directions de fonds\n☐ Conseillers à la clientèle\n☐ Gestionnaire de portefeuille\n☐ Autres intermédiaires financiers \n\n\n\n\nFonction\n☒ Légal et Compliance\n☒ Gestion des risques \n☒ Audit interne \n☐ Fichier central \n☒ Front \n☒ Asset Management \n☐ RH \n☐ Marketing \n☐ Conseil d’Administration\n☐ Autres \n\n\n\n\n\n  \n  \n  \nContenu\n\n\n\n\n\n\n> Vue d’ensemble du cadre règlementaire\n\n\n > Règles de conduite sur le marché (“abus de marché” )\n\n\n > Règles de conduites vis-à-vis de la plateforme ou de l’émetteur\n\n\n > Règles de conduite à l’égard des clients\n\n\n > Obligations organisationnelles\n\n\n\n\n\n  \nPour plus d’informations sur cette formation\, contactez-nous.
URL:https://brpsa.com/events/regles-de-conduite-sur-le-marche/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.02.04_Regles-de-conduite-1.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250116T170000
DTEND;TZID=Europe/Zurich:20250116T190000
DTSTAMP:20260604T105210
CREATED:20241204T081042Z
LAST-MODIFIED:20250114T072732Z
UID:10000187-1737046800-1737054000@brpsa.com
SUMMARY:BRP & aosphere - Discover this union over a few drinks! - in Geneva
DESCRIPTION:  \nBRP & aosphere – Discover this union over a few drinks!\n\nin Geneva\n\nBRP Bizzozero & Partners SA and aosphere cordially invite you to an informal event where we will present our combined approach to help you navigate the current regulatory environment with ease\, as well as our strategic vision for the upcoming year. \n\nContents\n\n\n\n\n\n\n> Welcome\n> Presentation of aosphere’s Team\n> Presentation of our Products\n\n> Vision and Objectives for the Coming Year\n\n> Q&A Session\n\n> Aperitif\n\n\n\n\n\n\n  \nSpeakers\n\n> Marc-Henri Charmey – CEO / aosphere\n> Patrick Genazzi – CEO / BRP SA\n> Claire Farley – CPO / aosphere\n> Sophie Maillard – Deputy CEO / BRP SA\n\n  \ninformation\n\n\n\n\n\n\ninfo@brpsa.com \n\n\n\n\ninfo@aosphere.com \n\n\n\n\n\n  \nWe would be delighted to have you join us for this special occasion. Please confirm your participation.
URL:https://brpsa.com/events/brp-aosphere-discover-this-union-over-a-few-drinks-in-geneva/
LOCATION:Warwick Genève\, 14 Rue de Lausanne\, Geneva\, 1201\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/12/BRP-aosphere-EVENT-2025-scaled.jpg
ORGANIZER;CN="Sophie Maillard":MAILTO:sma@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250114T170000
DTEND;TZID=Europe/Zurich:20250114T190000
DTSTAMP:20260604T105210
CREATED:20241204T081236Z
LAST-MODIFIED:20250113T110722Z
UID:10000186-1736874000-1736881200@brpsa.com
SUMMARY:BRP & aosphere - Discover this union over a few drinks! - in Zurich
DESCRIPTION:BRP & aosphere – Discover this union over a few drinks!\n\nin Zurich\n\nBRP Bizzozero & Partners SA and aosphere cordially invite you to an informal event where we will present our combined approach to help you navigate the current regulatory environment with ease\, as well as our strategic vision for the upcoming year. \n\nContents\n\n\n\n\n\n\n> Welcome\n> Presentation of aosphere’s Team\n> Presentation of our Products\n\n> Vision and Objectives for the Coming Year\n\n> Q&A Session\n\n> Aperitif\n\n\n\n\n\n\n  \nSpeakers\n\n> Marc-Henri Charmey – CEO / aosphere\n> Patrick Genazzi – CEO / BRP SA\n> Claire Farley – CPO / aosphere\n> Sophie Maillard – Deputy CEO / BRP SA\n\n  \nInformation\n\n\n\n\n\n\ninfo@brpsa.com \n\n\n\n\ninfo@aosphere.com \n\n\n\n\n\n  \nWe would be delighted to have you join us for this special occasion. Please confirm your participation.
URL:https://brpsa.com/events/brp-aosphere-discover-this-union-over-a-few-drinks-in-zurich/
LOCATION:Park Hyatt Zurich\, Beethovenstrasse 21\, Zurich\, Zurich\, 8001\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/12/BRP-aosphere-EVENT-2025-scaled.jpg
ORGANIZER;CN="Sophie Maillard":MAILTO:sma@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241211T103000
DTEND;TZID=Europe/Zurich:20241211T120000
DTSTAMP:20260604T105210
CREATED:20241118T103146Z
LAST-MODIFIED:20241118T110601Z
UID:10000184-1733913000-1733918400@brpsa.com
SUMMARY:Le régime européen applicable aux pays tiers et la Reverse Solicitation
DESCRIPTION:Le régime européen applicable aux pays tiers et la Reverse Solicitation\n\nWebinaire en français \nReconnu par la recertification SAQ \n \n\nLa formation se concentre sur le cadre juridique de l’UE régissant les activités transfrontalières à partir d’un pays tiers (“régime de pays tiers”) tel que défini par CRD V(I) et MiFID II : l’offre et la fourniture de services bancaires et d’investissement\, la définition et la portée du concept de Reverse solicitation et l’impact sur les activités financières transfrontalières\, les obligations organisationnelles\, en particulier dans le contexte des exigences de Suitability et de Tax Suitability \n  \nLa formation s’adresse à\n\n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Gestionnaires de fortune\n☐ Gestionnaires de fortune collective\n☐ Trustees\n☐ Directions de fonds\n☒ Conseillers à la clientèle\n☒ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal et Compliance\n☒ Risk management\n☒ Audit Internal\n☒ Fichier central\n☒ Front\n☒ Asset Management\n☐ RH\n☐ Marketing\n☒ Conseil d’administration\n☐ Autres \n\n\n\n\n\n\n  \nContenu\n\n> Access au marché européen sous CRD\, MiFID II et MiCA\n\nRégime d’équivalence\nRégime national\nEtablissement stable\n\n  \n> Reverse Solicitation\n\nPrincipe\nConséquences matérielles\nPortée géographique\nDroit fondamental du citoyen européen\nInitiative exclusive du client\nRenonciations/demandes préalables\nEvolutions en cours/possibles (en vertu de CRD VI\, MiCA\, etc.)\n\n  \n> Services de conseil\n\nContrat de conseil en investissement\nNouveaux services et produits\nSuitability\nTax Suitability\nDistribution/placement d’instruments financiers\n\n  \nPour plus d’informations sur cette formation\, contactez-nous.
URL:https://brpsa.com/events/le-regime-applicable-aux-pays-tiers-et-la-reverse-solicitation/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.11.11_Le-regime-europeen-applicable-aux-pays-tiers--scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241206T103000
DTEND;TZID=Europe/Zurich:20241206T120000
DTSTAMP:20260604T105210
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241114T103000
DTEND;TZID=Europe/Zurich:20241114T120000
DTSTAMP:20260604T105210
CREATED:20241022T121743Z
LAST-MODIFIED:20241105T101544Z
UID:10000175-1731580200-1731585600@brpsa.com
SUMMARY:Saudi Arabia - Cross-border Activities
DESCRIPTION:Saudi Arabia –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Saudi Arabia from a third country including Saudi Arabia’s 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 and cooperation with third parties (finders\, business introducers and EAMs)\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> Regulatory Framework Governing\nBanking services \nInvestment services (EO\, advisory services\, discretionary asset management) \n> Prospecting\nOnboarding new clients \n> Negotiation\nAccount opening \nAdvisory and discretionary asset management agreements \nDebit and credit cards\, Lombard loans \n> Provision of Services (EO\, Advisory\, Discretionary)\n> Distribution / Placement of Financial Products\n> Reporting activities\n> Cooperation with Third Parties\n\nFinders \nBusiness introducers \nEAMs \nTrustee activities \n> Case Studies (signature BRP)\n\n  \nFor more information on this webinar\, please contact us. \n 
URL:https://brpsa.com/events/saudi-arabia-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/10/2024.11.14_Saudi-Arabia-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Marie-Cannelle Kunz":MAILTO:mck@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241023T103000
DTEND;TZID=Europe/Zurich:20241023T120000
DTSTAMP:20260604T105210
CREATED:20240923T104436Z
LAST-MODIFIED:20241022T112831Z
UID:10000163-1729679400-1729684800@brpsa.com
SUMMARY:Monaco - Cross-border activities
DESCRIPTION:Monaco –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Monaco from a third country. It includes Monaco’s 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\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 (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 discretionary 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\n\n\nData Protection\n\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/monaco-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.23_Monaco-Cross-border-Activities-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240628T103000
DTEND;TZID=Europe/Zurich:20240628T120000
DTSTAMP:20260604T105210
CREATED:20240521T151252Z
LAST-MODIFIED:20240610T123057Z
UID:10000146-1719570600-1719576000@brpsa.com
SUMMARY:Foreign Exchange Control: India
DESCRIPTION:Foreign Exchange Control: India\nWebinar in English \n\n \nRecognised for recertification SAQ \n\nMore details coming soon… The webinar aims to clarify the – in itself positive – impact of the new Indian Foreign Exchange Controls in terms of cross-border activities. Can an Indian customer open a foreign account? Can he make investments on a foreign deposit and under what conditions?\n  \nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks ☒ Securities firms ☒ Asset managers ☐ Trustees ☐ Managers of collective assets ☐ Fund management companies ☒ Client advisors ☐ Other financial intermediaries \n \n\n\n\nFonction\n☒ Legal and Compliance ☒ Risk management ☐ Internal audit ☐ Central file ☒ Front ☐ Asset Management ☐ HR ☒ Marketing ☒ BoD ☐ Other \n\n\n\n\n  \nContent\n\n\n\n\n\n\n> Assess the impact of the new Foreign Exchange Control framework of India\n\nForeign Exchange Management (Overseas Investment) Rules\, 2023\nThe Foreign Exchange Management (Overseas Investment) Regulations\, 2023\nThe Foreign Exchange Management (Overseas Investment) Directions\, 2023\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n> Explore the eligible instruments for financial commitment by Resident Individuals and Indian Entities in Foreign Entities\n\nOverseas Direct Investments\nOverseas Portfolio Investments\nInvestments other than through Equity Capital\n\n\n\n\n\n\n\n\n> Data Protection\n\nApplicability of the data protection regulations in India\nRisks and risk mitigation measures\n\n  \n\n\n\n\n\n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/foreign-exchange-control-india-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/05/2024.06.28_Foreign-Exchange-Control-India-2-scaled.jpg
ORGANIZER;CN="Karina Singh":MAILTO:kas@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240606T103000
DTEND;TZID=Europe/Zurich:20240606T120000
DTSTAMP:20260604T105210
CREATED:20231201T102244Z
LAST-MODIFIED:20240528T072117Z
UID:10000089-1717669800-1717675200@brpsa.com
SUMMARY:Issues in intra-EU - Cross-border Activities
DESCRIPTION:Issues in intra-EU – Cross-border Activities\nWebinar in English \n\nRecognised for the SAQ recertification \n \n  \nThe European single market offers great business opportunities. However\, the offer and provision of intra-European financial services based on the freedom to provide services is not without its challenges. Understanding how to act in full compliance with cross-border rules within the single market is the challenge of our training course \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\nFonction \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\n  \n\n\n\n\n  \n\n\n  \nContent\n\n\n\n\n> Introduction\n\n\n> Freedom to Provide Services\n\n\n> Passporting of Financial Services\n\n\n> Provision of Financial Services based on a Cross-border Passport \n\nPrinciple of mutual recognition\nHome country rules principle\nRestrictions\n\n\n\n\n> General Good Provisions\n\n\n> Private International Law \n\nApplicable law\nMandatory consumer protection rules of target country\nOther barriers\n\n\n\n\n> Conclusions\n\n\n> Key Recommendations\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/issues-in-intra-eu-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2023/12/2024.06.06_Issues-in-intra-EU-cross-border-activities-1-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240528T103000
DTEND;TZID=Europe/Zurich:20240528T120000
DTSTAMP:20260604T105210
CREATED:20240423T084212Z
LAST-MODIFIED:20240501T070638Z
UID:10000136-1716892200-1716897600@brpsa.com
SUMMARY:Cooperation with third parties
DESCRIPTION:Cooperation with third parties – Cross-border aspects\nWebinar in English \nRecognised for the SAQ recertification \n \n\nThe training aims to show how cross-border risks can be managed when cooperating with third parties. Types of activities: recommending clients\, introduction of the custodian bank to foreign clients\n  \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\nFonction \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\n  \nContent\n\n\n\n\n\n\nIntroduction\n\nWhat are third parties?\nWhat purposes do third parties serve?\nThe three typical forms of third parties used by banks\n\n\n\n\n\n\nUse of Third Parties\n\n\nConditions for cooperation\nCooperation agreements\n\n\n\n\n\n\nCross-border Risks\n\n\nRegulatory\, Tax\, Financial\, Civil\, Reputational\, others\n\n\n\n\n\n\n\nRisk Mitigation Measures\n\n\nCura in eligendo\, contraendo et custodiendo\nKnowledge and training\nIndependency of the parties\nScope of activities\nExclusivity clauses\nRemuneration: ongoing vs one-off\, conflicts of interests\, etc.\n\n\n\n\n\n\n\nRegulated Agents and Cooperation\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/cooperation-with-third-parties/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.05.23_Cooperation-with-Third-Parties-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240426T103000
DTEND;TZID=Europe/Zurich:20240426T120000
DTSTAMP:20260604T105210
CREATED:20240411T131318Z
LAST-MODIFIED:20240422T135315Z
UID:10000125-1714127400-1714132800@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:Marketing\, Events\, and Use of Social Media\nWebinar in English \nThe aim of the webinar is to understand the existing regulatory framework (especially in the EU and ESMA’s practice) on these areas\, in particular with regard to the dissemination of marketing material\, the use of social media by financial intermediaries\, the organisation of marketing events and sponsoring. Topics such as industry practice and current trends to increase brand awareness as well as regulations in jurisdictions other than the EU will also be discussed during the webinar. Practical examples and use cases will be included\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\n\nFonction\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\nIntroduction\n\n\n\n\n\nMiFID II\n\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\n\n\n\n\nMiCA\n\n\nMarketing communication relating to an offer to the public of crypto-asset\, authorisation of crypto-asset service providers (VASPs)\, Exclusion of reverse solicitation for active marketing\, Intervention power of ESMA\, EBA and NCAs\n\n\n\n\n\n\nMAR\n\n\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\nFuture regulation\n\n\n\n\n\n\n\nDistributing documentation to the public vs. existing clients\n\n\nMacroeconomic documentation\nFinancial analysis and Investment research\nRecommendation lists\n\n\n\n\n\n\n\nEvents and Social Media\n\n\nThe right way to organize them\nInfluencers\n\n\n\n\n\n\n\nIntra-EU: AIF pre-marketing rules\n\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  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/marketing-events-and-the-use-of-social-media/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.04.04_Marketing-Events-and-use-of-Social-Media-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240416T140000
DTEND;TZID=Europe/Zurich:20240416T153000
DTSTAMP:20260604T105210
CREATED:20240321T103901Z
LAST-MODIFIED:20240410T062131Z
UID:10000118-1713276000-1713281400@brpsa.com
SUMMARY:Italy - Cross-border activities
DESCRIPTION:Italy –  Cross-border activities\nWebinar in English \n\nItalian 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\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\n  \n\nFonction\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 (EA\, Advisory\, Discretionary)\n\n\n\n\n\n\n\n \n\n\n\n\n\n\nMarket Access Rules and Associated Risks\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 crdit cards\, Lombard loans\n\n\n\n\n\n\n \n\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n \n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\n\n \n\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\n \n\n\n\n\n\n\nReporting Activities\n\n\n\n\n\n\n \n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\nData Protection\n\n\nApplicability of EU GDPR and the Italian Personal Data Protection Code\nRisks and risks mitigation measures\n\n\n\n\n\n\n\n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/italy-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.16_Italy-Cross-border-activities.jpg
ORGANIZER;CN="Daria Brughelli":MAILTO:dbr@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240314T103000
DTEND;TZID=Europe/Zurich:20240314T120000
DTSTAMP:20260604T105210
CREATED:20240214T094233Z
LAST-MODIFIED:20240301T060831Z
UID:10000106-1710412200-1710417600@brpsa.com
SUMMARY:Marketing\, événements et utilisation des médias sociaux
DESCRIPTION:Marketing\, événements et utilisation des médias sociaux\nWebinaire en françaois \n  \nReconnu pour la recertification SAQ  \n \n  \nLa formation vise à présenter le cadre réglementaire existant dans l’UE\, la pratique de l’ESMA ainsi que les normes internationales à venir \n  \n\n\nThe training is addressed to\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Asset managers\n☐ Trustees\n☐ Gestionnaire d’actifs collectifs\n☒ Directions de fonds\n☒ Conseillers à la clientèle\n☒ Autres intermédiaires financiers \nFonction\n☒ Legal et Compliance\n☒ Risk management\n☒ Audit interne\n☐ Fichier central\n☒ Front\n☒ Asset Management\n☐ RH\n☒ Marketing\n☒ Conseil d’administration\n☐ Autres \n  \n\n\nContent\n > Introduction \n> MiFID II \n\nDéfinitions : conseil en investissement\, actes préparatoires\, conseil sur les instruments financiers adressé au grand public\, conseil générique sur un type d’instrument financier\, recherche en investissement et analyse financière\, communication marketing\n\n> MiCA \n\nCommunication commerciale relative à une offre au public de crypto-actifs\, autorisation des fournisseurs de services de crypto-actifs (VASP)\, exception de la reverse solicitation\, pouvoir d’intervention de l’ESMA\, de l’EBA et des NCAs\n\n> MAR \n\nDéfinitions : Informations recommandant ou suggérant une stratégie d’investissement\, recommandations d’investissement\, exigences organisationnelles\n\n> ESMA \n\nLignes directrices sur la Reverse Solicitation et l’utilisation des médias sociaux\n\n> Contraintes organisationnelles \n\nContrôles requis et implication de la Direction générale\nLes attentes de l’ESMA et des NCAs\nLa future réglementation\n\n> Distribution de la documentation au public par rapport aux clients existants \n\nDocumentation macro-économique\nAnalyse financière et recherche sur les investissements\n\n> Évènements et médias sociaux \n\nComment s’organiser\nInfluencers\n\n> Intra UE : Règle de pré commercialisation des fonds alternatifs \n\nApplicabilité\nDéfinition de pré-marketing\, conditions de pré-marketing\nProcédure/formalités de notification préalable à la mise sur le marché\, reverse solicitation\nCommunications marketing\n\n  \nPour plus d’informations sur ce webinaire\, veuillez contactez-nous
URL:https://brpsa.com/events/marketing-evenements-et-utilisation-des-medias-sociaux/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2024.03.14_Marketing-evenement-et-utilisation-des-social-media.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
END:VCALENDAR