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

Assessing regulatory risks
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

13.01.2023

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,...

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17.01.2023

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...

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10.01.2023

10.01.2023

Grenzüberschreitender Vertrieb von UCITS & AIFs Gesetzgebungsvorschläge zur Änderung  der UCITS- und AIFM-Richtlinie Sehr geehrter Kunde, BRP Bizzozero &...

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20.01.2023

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...

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23.01.2023

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...

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24.01.2023

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...

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27.01.2023

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...

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30.01.2023

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...

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