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DTSTART;TZID=Europe/Zurich:20251110T103000
DTEND;TZID=Europe/Zurich:20251110T120000
DTSTAMP:20260514T225547
CREATED:20251021T095924Z
LAST-MODIFIED:20251106T070758Z
UID:10000242-1762770600-1762776000@brpsa.com
SUMMARY:Spain & Portugal - Cross-border Activities
DESCRIPTION:Spain & Portugal – Cross-border Activities\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \n  \nThis training provides an overview of the regulatory framework governing financial activities of a third-country (non-EEA) financial institution in and into Spain and Portugal. It covers cross-border regulations in both jurisdictions related to advertising\, promotion and negotiation of banking and investment services and products\, the provision of investment services and collaboration with third-party intermediaries (such as finders\, business introducers\, and external asset managers. \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\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> Regulatory Framework \nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n> Prospecting\nOnboarding of new clients\n\n> Negotiation\nAccount opening\nAdvisory and Discretionary asset management agreements\nDebit and Credit cards\, Lombard loans\n\n> Provision of Services (EO\, Advisory\, Discretionary)\n\n> Distribution / Placement of Financial Products\n\n> Reporting Activities\n\n> Cooperation with Third Parties\nFinders\nBusiness Introducers\nEAMs\n\n> Case Studies (Signature BRP)\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/spain-and-portugal-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.10_Spain-Portugal-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251022T103000
DTEND;TZID=Europe/Zurich:20251022T120000
DTSTAMP:20260514T225547
CREATED:20250918T133923Z
LAST-MODIFIED:20250923T150933Z
UID:10000239-1761129000-1761134400@brpsa.com
SUMMARY:Germany - Cross-border Activities
DESCRIPTION:Germany – Cross-border Activities\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \nThis training covers the regulatory framework for financial activities of an unlicensed foreign financial institution in and into Germany from a third country\, i.e.\, from outside of the European Economic Area (EEA). The presentation entails the German cross-border rules governing topics such as 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 External Asset Managers). We will also briefly discuss cross-border licenses and Freistellung exemptions in this context. In addition\, this webinar highlights the German tax regulations related to cross-border investment services offered from a third country to a German private investor. The aim is to consider the tax impact of financial investments within the framework of a discretionary management (or advisory) mandate\, mitigating the commercial and civil law risks. \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\n> Regulatory Framework Governing\n\n> Cross-border Licences & Freitellung Exemptions\n\n> Prospecting\n\n> Negotiation\n\n> Provision of Services\n\n> Distribution / Placement of Financial Products\n\n> Cooperation with Third Parties\n\n> Case Studies (signature BRP)\n\n> Tax Suitability Aspects\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/germany-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.22_Germany-Cross-border-Activities-1-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250901T103000
DTEND;TZID=Europe/Zurich:20250901T120000
DTSTAMP:20260514T225547
CREATED:20250811T142610Z
LAST-MODIFIED:20250901T081503Z
UID:10000229-1756722600-1756728000@brpsa.com
SUMMARY:Switzerland - Cross-border Activities
DESCRIPTION:Switzerland – Cross-border Activities\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \n  \nThis training covers the regulatory framework for financial activities towards Switzerland from a third country\, including Switzerland’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\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 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\nCase Studies (signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/switzerland-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/01.09.2025_Switzerland_Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250204T103000
DTEND;TZID=Europe/Zurich:20250204T120000
DTSTAMP:20260514T225547
CREATED:20250120T160922Z
LAST-MODIFIED:20250123T131330Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241210T103000
DTEND;TZID=Europe/Zurich:20241210T120000
DTSTAMP:20260514T225547
CREATED:20241118T095801Z
LAST-MODIFIED:20241120T121028Z
UID:10000183-1733826600-1733832000@brpsa.com
SUMMARY:Germany - Cross-border activities
DESCRIPTION:Germany –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis webinar focuses on the German regulations for cross-border financial activities from a third country. It covers the topics of 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. Please note that this webinar briefly introduces the possibilities of “Freistellung” exemptions but does not cover the rules governing the activities performed within the scope such exemptions\, i.e.\, that are based on a cross-border license\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 (EA\, Advisory\, Discretionary)\n\n\n\n\n\n\nFreistellung Exemption \n\nIntroduction\n\n\n\n\n\nProspecting\n\n\nOnboarding New Clients\nOnboarding Existing Clients\n\n\n\n\n\n\nNegotiation\n\n\nAccount Opening\nAdvisory and Discretionary Asset Management Agreements\nDebit and Credit Cards\, Lombard loans and e-Banking\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\n\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/germany-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.12.10_Germany-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241024T103000
DTEND;TZID=Europe/Zurich:20241024T120000
DTSTAMP:20260514T225547
CREATED:20240923T110010Z
LAST-MODIFIED:20241023T073832Z
UID:10000164-1729765800-1729771200@brpsa.com
SUMMARY:Singapore - Cross-border activities
DESCRIPTION:Singapore –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Singapore from a third country including Singapore’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\n\n\n\n\nRegulatory Framework Governing\n\nBanking services\nInvestment services (EO\, advisory services\, discretionary asset management)\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\nTax aspects for investment purposes (by BRP Tax SA) \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\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/singapore-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.24_Singapore-Cross-border-Activities-3-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240709T103000
DTEND;TZID=Europe/Zurich:20240709T120000
DTSTAMP:20260514T225547
CREATED:20240528T082242Z
LAST-MODIFIED:20240627T062750Z
UID:10000147-1720521000-1720526400@brpsa.com
SUMMARY:Spain - Cross-border activities
DESCRIPTION:Spain –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Spain from a third country including Spain’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)\, and data protection relevant risks and mitigation measures\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☒ 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 (EA\, 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\nData Protection\n\n\nApplicability of EU GDPR and the Spanish Law on the Protection of Personal Data and Guarantee of Digital Rights (LOPDGDD)\nRisks and risk mitigation measures\n\n\n\n\n\n\n\n\n\n\nData Protection Overview on relevant tax aspects (BRP Tax SA)\n\n\nGeneral Tax Principles\nTaxation of Income\nTaxation of Financial Products\n\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/spain-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/05/2024.07.09_Spain-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240627T103000
DTEND;TZID=Europe/Zurich:20240627T120000
DTSTAMP:20260514T225547
CREATED:20240521T144918Z
LAST-MODIFIED:20240610T123008Z
UID:10000145-1719484200-1719489600@brpsa.com
SUMMARY:Kontakt- und nachrichtenlose Vermögen
DESCRIPTION:Kontakt- und nachrichtenlose Vermögen\nWebinar auf Deutsch \n  \n \nSAQ Anerkennung der Rezertifizierung \n\nDieses Webinar soll die regulatorischen Grundlagen und Anforderungen für den Umgang einer Schweizer Bank mit nachrichtenlosen Vermögenswerten beleuchten und erläutern. Bezug wird genommen wird dabei insbesondere auch auf die revidierten «Narilo-Richtlinien» der Schweizer Bankiersvereinigung SBVg vom Mai 2022. Das Webinar beinhaltet ausserdem kurze Fallstudien zum Thema \n\nDie Schulung richtet sich an\n\n\n\n\n\nInstitute\n\n☒ Banken\n☐ Wertpapierhäuser\n☐ Vermögensverwalter\n☐ Trustees\n☐ Verwalter von Kollektivvermögen\n☐ Fondsleitungen\n☐ Kundenberater\n☐ Andere Finanzintermediäre\n\n\n\n\nFunktion\n\n☒ Legal und Compliance\n☒ Risk Management\n☒ Interne Revision\n☐ Client Data Management\n☒ Front\n☐ Asset Management\n☐ HR\n☐ Marketing\n☐ Mitglieder von Leitungsgremien\n☐ Sonstige\n\n\n\n\n\n\nInhalt\n\n\n\n\n\n\n> Einführung\n \n> Rechtsgrundlagen und Definitionen \n> Pflichten einer Bank in Bezug auf nachrichtenlose Vermögenswerte\n \n> Praktisches \n\n\n\n\n\n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte.
URL:https://brpsa.com/events/kontakt-und-nachrichtenlose-vermogen/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/05/2024.06.27_Kontakt-und-nachrichtenlose-Vermogen-2-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240416T103000
DTEND;TZID=Europe/Zurich:20240416T120000
DTSTAMP:20260514T225547
CREATED:20240320T110333Z
LAST-MODIFIED:20240412T122914Z
UID:10000117-1713263400-1713268800@brpsa.com
SUMMARY:Portugal - Cross-border activities
DESCRIPTION:Portugal –  Cross-border activities\nWebinar in English \n\n  \nRecognised for the SAQ recertification \n \nThis training covers the regulatory framework for financial activities towards Portugal from a third country \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\nRegulatory Framework Governing\n\n\n\n\n\n\n\nProspecting\n\n\n\n\n\n\n\n\nNegotiation\n\n\n\n\n\n\nProvision of services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\n\n\n\nCooperation with Third Parties \n\n\n\n\n\n\n\n\nReporting Activities\n\n\n\n\n\n\n\nData Protection\n\n\n\n\n\n\n\nCase studies (signature BRP)\n\n\n\n\n\n\nOverview of relevant tax aspects (by BRP Tax)\n\n\nGeneral Tax Principles\nTaxation of Income\nInheritance Tax\, Gift Tax and other Taxes\nTaxation of Financial Products \n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/portugal-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.16_Portugal-Cross-border-activities.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240328T103000
DTEND;TZID=Europe/Zurich:20240328T120000
DTSTAMP:20260514T225547
CREATED:20240214T112801Z
LAST-MODIFIED:20240328T100807Z
UID:10000113-1711621800-1711627200@brpsa.com
SUMMARY:Marketing\, Events und die Verwendung von Social Media
DESCRIPTION:Marketing\, Events und die Verwendung von Social Media\nWebinar auf Deutsch \n\n  \nAnerkannt für die SAQ -Rezertifizierung \n \n  \nZiel des Webinars ist es\, den bestehenden Regulierungsrahmen in der EU sowie die Praxis der ESMA im obengenannten Bereich zu verstehen\, insbesondere hinsichtlich \n\nDer Verbreitung von Marketingmaterial\nDer Nutzung von sozialen Medien durch Finanzintermediäre\nDer Organisation von Marketingveranstaltungen\nSponsoring\n\n  \nWährend des Webinars werden auch folgende Themen erörtert: \n\nDie Praxis der Branche und die aktuellen Trends zur Steigerung der Markenbekanntheit\nVorschriften in anderen Rechtsordnungen als der EU\nPraktische Beispiele und Anwendungsfälle\n\n  \n\nDie Schulung richtet sich an\n\nInstitution\n☒ Banken \n☒ Wertpapierfirmen \n☒ Vermögensverwalter \n☒ Treuhänder \n☒ Verwalter von Kollektivvermögen \n☒ Fondsleitungen \n☒ Kundenberater \n☒ Sonstige Finanzintermediäre \nFunktion\n☒ Recht und Compliance \n☒ Risikomanagement \n☐ Interne Revision \n☐ Zentraldatei \n☒ Front \n☒ Asset Management \n☐ HR \n☐ Marketing \n☐ Verwaltungsrat \n☐ Sonstiges \n  \n\nInhalt\n\nEinleitung \nEuropäischer Rechtsrahmen betreffend Marketing und andere Mitteilungen \n\nMiFID II – Markets in Financial Instruments\nMAR – Market Abuse Regulation\nMiCA – Markets in Crypto-Assets\n\n  \nBesonderheiten bei Cross-border-Marketing und anderen Mitteilungen \n\nRisiken\, Beschränkungen und Anforderungen\nKommunikation an die Öffentlichkeit\nKommunikation an bestehende Kunden\n\n  \nEvents und Social Media \n\nEinladungen und Durchführung von Events\nVerwendung von Social Media\nZusammenarbeit mit Influencern\n\n  \n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte .
URL:https://brpsa.com/events/marketing-events-und-die-verwendung-von-social-media/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2024.03.28_Marketing-Events-und-die-Verwendung.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240327T133000
DTEND;TZID=Europe/Zurich:20240327T163000
DTSTAMP:20260514T225547
CREATED:20240214T114326Z
LAST-MODIFIED:20240326T091155Z
UID:10000110-1711546200-1711557000@brpsa.com
SUMMARY:GwG-Fallstudien in Anlehnung an die neuere Rechtsprechung
DESCRIPTION:GwG-Fallstudien in Anlehnung an die neuere Rechtsprechung (anschliessend Apéro bis 18:00)\nVeranstaltung auf Deutsch \n  \nAnerkannt für die SAQ-Rezertifizierung \n \n  \nZiel dieses Seminars ist die Darstellung der neueren regulatorischen Anforderungen im Themengebiet der Geldwäschereibekämpfung sowie der neuen Rechtsprechung in diesem Bereich \nDas Seminar stützt sich vor allem auf Fallstudien. Die Themen werden anhand von Fallbeispielen erläutert und gleichzeitig wird die neuere Rechtsprechung besprochen \nIm Anschluss an das Seminar findet ein Apéro statt \n  \n\n\nDie Formation s’adresse à\nInstitution\n☒ Banken \n☒ Titelhäuser \n☒ Vermögensverwaltungsgesellschaften \n☒ Treuhänder \n☒ Vermögensverwaltungsgesellschaften \n☐ Fondsanweisungen \n☐ Kundenberater \n☒ Andere Finanzintermediäre \nFunktion\n☒ Legal und Compliance\n☒ Risk-Management\n☒ Interne Revision\n☐ Client Data Management\n☒ Front \n☐ Asset Management \n☐ HR\n☐ Marketing \n☐ Mitglieder von Leitungsgremien\n☐ Sonstige \n  \n\n\nInhalt\n> Rechtlicher Rahmen \n> Anforderungen des Gesetzgebers und der Regulierung \n> Verbotene Tatbestände \n> Meldepflicht gegenüber MROS \n> Pflichten nach erfolgter Meldung \n> Praktische Fälle in Anlehnung an die Rechtsprechung \n  \nUm weitere Informationen zu dieser Formation zu erhalten\, wenden Sie sich bitte an uns .
URL:https://brpsa.com/events/gwg-fallstudien/
LOCATION:Central Plaza Hotel\, Central 1\, Zurich\, Zurich\, 8001\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2024.03.27_GwG-Fallstudien-1.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240206T103000
DTEND;TZID=Europe/Zurich:20240206T120000
DTSTAMP:20260514T225547
CREATED:20240125T144030Z
LAST-MODIFIED:20240130T145436Z
UID:10000101-1707215400-1707220800@brpsa.com
SUMMARY:Austria - Cross-border Activities
DESCRIPTION:Austria – Cross-border Activities\nWebinar in English \n  \nRecognised for the SAQ recertification \n \n  \nThis training covers the regulatory framework for financial activities toward Austria from a third country \n  \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\n\nContent\nRegulatory framework governing cross-border activities \n\n\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n\n\nProspecting \n\n\n\nSolicitation of banking and investment services to new clients\nSolicitation of new or additional services to existing client\nDebit and Credit cards\, Lombard loans and e-Banking\n\n\n\nNegotiation \n\n\n\nAccount opening\nAdvisory and Discretionary asset management agreements\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary) \nDistribution / Placement of Financial Products \nCooperation with third Parties \n\n\n\nFinders\nBusiness introducers\nEAM\n\n\n\nReporting Activities \nCase Studies (Signature BRP) \nOverview of relevant tax aspects \n\n\n\nGeneral Tax Principles\nTaxation of Income\nTaxation of Financial Products\n\n\n\n  \nFor more information on this webinar\, please contact us
URL:https://brpsa.com/events/austria-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/01/2024.02.06_Austria-Cross-border-Activities-1-scaled-e1706193568540.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20231214T130000
DTEND;TZID=Europe/Zurich:20231214T170000
DTSTAMP:20260514T225547
CREATED:20231129T094133Z
LAST-MODIFIED:20231211T140025Z
UID:10000085-1702558800-1702573200@brpsa.com
SUMMARY:Kundendaten im Spannungsfeld unterschiedlicher rechtlicher Anforderungen
DESCRIPTION:Kundendaten im Spannungsfeld unterschiedlicher rechtlicher Anforderungen\nEvent auf Deutsch \nAnerkannt für die SAQ recertification. \n \n  \n\nBesonders im Jahr des Inkrafttretens des totalrevidierten Datenschutzgesetzes ist die Kenntnis der wichtigsten rechtlichen Anforderungen an die Erhebung und Bearbeitung von Kundendaten durch Finanzintermediäre von zentraler Bedeutung. \nDarüber hinaus beschränken sich die Sorgfaltspflichten des Finanzintermediärs bei der Eröffnung (und während einer laufenden Geschäftsbeziehung) nicht allein auf die Anwendung der Vorschriften zur Bekämpfung der Geldwäscherei sowie der VSB 20. Auch andere Vorschriften (z.B. gestützt auf das AIAG\, FATCA/QI\, FIDLEG usw.) auferlegen den Finanzintermediären Pflichten zur Datenerhebung und Dokumentierung\, wobei die jeweiligen Rechtsgrundlagen gleichlautenden Begriffen teils ähnliche\, aber nicht völlig gleichwertige Bedeutungen zuschreiben. \nDiese Veranstaltung wirft einen vergleichenden Blick auf die rechtlichen Rahmenbedingungen und konzentriert sich dabei auf das Thema «Datenerhebung und Dokumentation». Sie soll den Teilnehmern das Rüstzeug vermitteln\, sich mit den unterschiedlichen rechtlichen Anforderungen zurecht zu finden\, um diese bewältigen zu können. \nDie Präsentation findet von 13:00 Uhr bis 16:00 Uhr im Zunfthaus zur Zimmerleuten im Herzen von Zürich statt. Im Anschluss haben die Teilnehmer die Möglichkeit\, sich untereinander und mit unseren Experten bei einem anschliessenden Apéro auszutauschen. Das Ende der Veranstaltung ist für 17:00 Uhr geplant. \n\n\n\n\n\nDer Kurs richtet sich an:\nInstitute\n☒ Banken\n☒ Wertpapierhäuser\n☒ Vermögensverwalter\n☒ Trustees\n☒ Verwalter von Kollektivvermögen\n☒ Fondsleitungen\n☒ Kundenberater\n☐ Andere Finanzintermediäre \nFonktion\n☒ Legal und Compliance\n☒ Risk Management\n☒ Interne Revision\n☒ Client Data Management\n☒ Front\n☒ Asset Management\n☐ HR\n☐ Marketing\n☒ Mitglieder von Leitungsgremien\n☒ Sonstige \n\n\nKursinhalt\nEinführung\n\nHerausforderungen\nRechtlicher Rahmen\n\nGwG und VSB\n\nGrundlagen\nKonzepte\nBenötigte Information und Unterlagen\n\nAIAG\n\nGrundlagen\nKonzepte\nBenötigte Information und Unterlagen\n\nAndere regulatorische Anforderungen\n  \nFür weitere Informationen zu diesem Kurs kontaktieren\, Sie uns bitte
URL:https://brpsa.com/events/kundendaten-im-spannungsfeld-unterschiedlicher-rechtlicher-anforderungen/
LOCATION:Zunfthaus zur Zimmerleuten\, Limmatquai 40\, Zurich\, Zurich\, 8001\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2023/11/2023.12.14_kundendaten-und-dokumentation-3-scaled-e1701678541524.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
END:VCALENDAR