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DTSTART;TZID=Europe/Zurich:20260513T103000
DTEND;TZID=Europe/Zurich:20260513T120000
DTSTAMP:20260514T215457
CREATED:20260416T153254Z
LAST-MODIFIED:20260507T065925Z
UID:10000256-1778668200-1778673600@brpsa.com
SUMMARY:Switzerland - Distribution of Financial Products and Related Aspects
DESCRIPTION:BRP Bizzozero & Partners SA invites you to: \nSwitzerland – Distribution of Financial Products and Related Aspects\nWebinar \n \nThis webinar provides an overview of the regulatory framework governing the distribution of financial products under Swiss law\, including Swiss and foreign collective investment schemes as well as structured products. It further addresses the applicable conduct of business rules in the context of such distribution activities and outlines the key regulatory requirements imposed on distributors. \n\n \n\n \n\n\n🎓 SAQ Certification\nRecognised for SAQ recertification\nThis course will enable you to earn 1.5 SAQ credits. \n\nLanguage of the webinar:\nEnglish \n\n\n \n\n\nContent\n\nRegulatory framework for the provision of financial services\nConcept of distribution\n\nDistribution as an offer\nDistribution as a financial service\nDistribution as advertising\n\n\nImplications of an offer\, a financial service\, and advertising\nFurther related aspects\n\nKey Information Document (KID)\nRetrocessions\n\n\nPractical implications\n\n\n\n\n \n\n\n📅 Date and time\nTuesday 13 May 2026\n10:30 – 12:00 (CEST) \n\n\n💻 Format\nOnline webinar\nConnection details will be shared upon registration \n\n\n \nSpeakers\nMartin Horni – Director\, Legal Advisor\, Products & Asset Management\, BRP Zurich\nStéphane Kowalski – Legal Advisor\, Products & Asset Management\, BRP Geneva\nJean‑François Zanella – Manager\, Legal Advisor\, Products & Asset Management\, BRP Geneva\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 Office\n☒ Asset Management\n☐ HR\n☐ Marketing\n☐ BoD\n☐ Other \n\n\n \nRegistration 👇
URL:https://brpsa.com/events/switzerland-distribution-of-financial-products-and-related-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2026/04/Visuel-LinkedIn-1920-x-1080-px-1.jpg
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20260506T103000
DTEND;TZID=Europe/Zurich:20260506T120000
DTSTAMP:20260514T215457
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:20251124T160000
DTEND;TZID=Europe/Zurich:20251124T180000
DTSTAMP:20260514T215457
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:20240325T140000
DTEND;TZID=Europe/Zurich:20240325T163000
DTSTAMP:20260514T215457
CREATED:20240206T091923Z
LAST-MODIFIED:20240214T114313Z
UID:10000104-1711375200-1711384200@brpsa.com
SUMMARY:KYC-Obbligo di corroborazione
DESCRIPTION:BRP Bizzozero & Partners SA e CSVN sono lieti di invitarvi alla formazione: \nKYC-Obbligo di corroborazione\nEvent in Italian \nRiconosciuto per la ricertificazione SAQ \n \n  \nLa formazione ha lo scopo di fornire ai partecipanti la conoscenza delle normative applicabili in ambito di AML con riferimento all’obbligo di corroborazione dei profili KYC dei clienti \nIn particolare\, il corso si concentra sulle modalità di ricerca di informazioni su fonti aperte (Google\, Zefix ecc.)\, sensibilizzando i partecipanti in merito alla tipologia di informazioni necessarie e pertinenti\, rispettivamente alle bad practices più ricorrenti nell’allestimento dei profili KYC \n\n\nLa formazione è rivolta a\nInstituto\n☒ Banche\n☒ Società di intermediazione mobiliare\n☒ Gestori patrimoniali\n☒ Trustee\n☒ Gestori di patrimoni collettivi\n☒ Direzioni di fondi\n☐ Consulenti alla clientela\n☐ Altri intermediari finanziari \nFunzione\n☒ Legal e Compliance\n☒ Risk management\n☒ Revisione interna\n☒ Registro centrale\n☒ Fronte\n☒ Asset Management\n☐ HR\n☐ Marketing\n☐ CdA\n☐ Altro \n\n  \nContenuto\n> Introduzione\n> Basi legali\n\nCodice penale (art. 305bis ​CP\, art. 305ter​ CP)\nLRD\nORD-FINMA\nAltre fonti che impongono un dovere di corroborazione\n\n> Elementi corroborativi\n\nElementi positivi vs ricerca di negative news\n\n> Ricerche su fonti pubbliche\n\nQuali sono e come utilizzarle\nGood and bad practices\n\n> Casi pratici\n\n\nQuota standard\n> CHF 350.-\n\n\nFare clic per registrarsi\n \n  \n  \nData ultimo aggiornamento: 13 Febbraio 2024 \nPer ulteriori informazioni su questo corso\, contattateci.
URL:https://brpsa.com/events/kyc-obbligo-di-corroborazione/
LOCATION:CSVN\, Via Morosini 1\, Vezia\, 6943\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2024.03.25_KYC-Obbligo-di-corroborazione-scaled-e1707211022389.jpg
ORGANIZER;CN="Sascha Benzoni":MAILTO:sbe@brpsa.com
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