SERVICES
Consultancy
Expertise and practical approach
The BRP team can advise you on cross-border and Swiss regulation. BRP’s consulting philosophy is based on three elements:
A pragmatic approach which is made possible by the background of the BRP team
A holistic approach which means that answers take all the regulations into consideration
A practical approach which means that answers can be easily understood and used
Support
Drafting internal regulations
Assessing internal organisation
Consulting
Consulting on international cross-border regulation and on Swiss regulation
Assistance
Assistance with licensing and other procedures involving FINMA
Investigation
Conducting internal investigations on all kinds of regulatory-linked topics
FOR WHOM
Our clients include financial intermediaries of all types and all sizes, ranging from individual firms to international listed conglomerates. Thanks to the experience and professional expertise of our team, BRP SA can offer you advice in all financial regulatory fields
subjects
- Bank and asset management regulations
- Bank and asset manager practices, in particular regarding wealth management
- Risks that banks are exposed to due to their activities abroad
- Reviewing and drafting internal regulations and directives covering all activities
- Reviewing and drafting contracts and waivers: qualified investors
- Market access and disclaimers
- Reviewing forms such as KYC, investment profiles, suitability, etc.
- AML
- Management of operational risks (in collaboration with Nicole Beiner, NB Risk Control)
Training
REGULATION MADE CLEAR
Topics covered range from cross-border activities to a variety of matters of Swiss regulation
BRP offers both standardised and tailor-made training
BRP training focuses on the practical
ClassRoom Training
Every field of financial regulation is covered
Webinars
Training in your language
E-learning
Fully documented
CALENDAR
UPCOMING IN PERSON AND WEBINARS
Stay on top of current developments with our trainings.
To be added to your agenda!
PRESENTIALs & webinars
February 2023 – Training Calendar
BRP Training - February 2023 - Stay on top of current developments with our trainings! We look forward to welcoming you to these courses and remain at your...
13.01.2023
Cooperation with Third Parties Dear Client, BRP Bizzozero & Partners SA is pleased to invite you to the webinar on: "Cooperation with Third Parties" To register,...
17.01.2023
Brazil Cross-border Activities Dear Client, BRP Bizzozero & Partners SA is pleased to invite you to the webinar on: "Brazil - Cross-border Activities" Special...
10.01.2023
Grenzüberschreitender Vertrieb von UCITS & AIFs Gesetzgebungsvorschläge zur Änderung der UCITS- und AIFM-Richtlinie Sehr geehrter Kunde, BRP Bizzozero &...
20.01.2023
Cross-border Limits for Trustee Activities Dear Client, BRP Bizzozero & Partners SA is pleased to invite you to the webinar on: "Cross-border Limits for Trustee...
23.01.2023
AML Update Workshop Gentile cliente, BRP Bizzozero & Partners SA è lieta di invitarvi al seminario su: "Le questioni ESG nella gestione patrimoniale" (gestione...
24.01.2023
Canada Cross-border Activities Dear Client, BRP Bizzozero & Partners SA is pleased to invite you to the webinar on: "Canada - Cross-border Activities" To...
27.01.2023
Concept of Distribution and Related Aspects of the Swiss Financial Market Regulation Dear Client, BRP Bizzozero & Partners SA is pleased to invite you to the...
30.01.2023
Séminaire sur les enjeux ESG dans la gestion de fortune (wealth management) Cher Client, BRP Bizzozero & Partners SA a le plaisir de vous convier au séminaire...