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DTSTART;TZID=Europe/Zurich:20251127T103000
DTEND;TZID=Europe/Zurich:20251127T120000
DTSTAMP:20260425T170835
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:20260425T170835
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
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DTSTART;TZID=Europe/Zurich:20250327T103000
DTEND;TZID=Europe/Zurich:20250327T120000
DTSTAMP:20260425T170835
CREATED:20250224T101418Z
LAST-MODIFIED:20250325T093358Z
UID:10000208-1743071400-1743076800@brpsa.com
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240508T103000
DTEND;TZID=Europe/Zurich:20240508T120000
DTSTAMP:20260425T170835
CREATED:20240416T151306Z
LAST-MODIFIED:20240502T121659Z
UID:10000130-1715164200-1715169600@brpsa.com
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\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\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 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/uk-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.05.07_UK-cross-border-activities-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
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