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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251203T103000
DTEND;TZID=Europe/Zurich:20251203T120000
DTSTAMP:20260411T190311
CREATED:20251104T152623Z
LAST-MODIFIED:20251119T133226Z
UID:10000245-1764757800-1764763200@brpsa.com
SUMMARY:Cross-border Suisse UK – Nouveau !
DESCRIPTION:Cross-border Suisse UK – Nouveau ! – Accord de Berne sur les services financiers\nPremières réflexions opérationnelles sur le nouvel accord de coopération \nWebinar in French \n\nLe 3 novembre dernier\, la FINMA et la FCA ont publié leurs guides pratiques respectifs sur le nouvel accord entre la Suisse et le Royaume-Uni (Berne Financial Services Agreement). \nAu cours de ce webinaire\, l’équipe BRP commentera le contenu de ces guides\, en soulignant les principales indications opérationnelles pour les intermédiaires financiers suisses. \n  \nL’accord de Berne sur les services financiers (AFSF) marque une étape importante dans les relations entre la Suisse et le Royaume-Uni\, en créant un cadre de coopération qui élargit l’accès aux marchés financiers et ouvre des espaces concrets pour le développement de services transfrontaliers. \nLe nouvel accord représente un cas sans précédent dans le paysage européen : il s’agit du premier accord bilatéral dans le domaine financier basé sur l’équivalence mutuelle et non sur la simple reconnaissance unilatérale. \nL’événement a pour but de présenter les effets pratiques de l’accord dans le contexte de la fourniture de services bancaires et financiers de la Suisse vers le Royaume-Uni. Les points essentiels dans ces domaines seront examinés en profondeur\, tant pour les points couverts par l’accord que pour les aspects non couverts par celui-ci. L’objectif est de donner aux participants une vision pragmatique de la situation qui se présentera une fois qu’il entrera en vigueur\, vraisemblablement en janvier 2026. \nLa conférence s’adresse à tous les niveaux de l’organisation bancaire : du front office et des équipes de relation client\, aux responsables du développement commercial\, jusqu’au top management de la banque\, à la Direction Générale\, au Juridique\, à la Conformité et aux Affaires Réglementaires. \n  \n  \nContenu\n\n\n\n\n\n\n> Introduction\n\n> Accord en général\n> Communications précontractuelles \n> Documentation contractuelle\n> Banque – ouverture de compte\n> Services d’investissement\n> Gestion d’actifs\n> Banque – provision de créances\, à l’exclusion des créances lombardes\n> Comptabilité\n> Succursales au Royaume-Uni\n\n\n\n\n\n\n  \n\n  \nFor more information on this event\, please contact us.
URL:https://brpsa.com/events/cross-border-suisse-uk-nouveau/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/11/2025.12.03_Cross-border-Suisse-UK-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251127T103000
DTEND;TZID=Europe/Zurich:20251127T120000
DTSTAMP:20260411T190311
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:20251120T090000
DTEND;TZID=Europe/Zurich:20251120T103000
DTSTAMP:20260411T190311
CREATED:20251030T100752Z
LAST-MODIFIED:20251119T134107Z
UID:10000243-1763629200-1763634600@brpsa.com
SUMMARY:UAE New Regulations on Financial Activities
DESCRIPTION:BRP Bizzozero & Partners SA and Bonnard Lawson Dubai are pleased to invite you to the webinar: \n  \nUnited Arab Emirates – New Regulations on Financial Activities\nWebinar in English \n  \n\nDuring this Webinar\, our UAE counsel will be presenting the latest regulatory developments in the United Arab Emirates. The purpose of this Webinar is to present the new banking law issued by the Central Bank on 8 September 2025 (Federal Decree-Law No. (6) of 2025) and the latest SCA Decision No. 10/RM/2025 concerning the Regulation of Finfluencers. The aim is notably to discuss the potential impacts of these new regulations on a foreign financial institution’s cross-border business with UAE residents and business relationships with UAE third parties. \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> Background\n\n> General Presentation of the New Regulations\n\n\nFederal Decree-Law No. (6) of 2025 regarding the Central Bank\, Regulation of Financial Institutions and Activities\, and Insurance Business\nSCA Decision No. 10/RM/2025 concerning the Regulation of Finfluencers\n\n  \n> Potential Impacts of the New Regulations on the UAE Cross-border Rules\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary) \n\n  \n  \nSpeakers\n\n> Firas Adi – Attorney at Law – Partner at Bonnard Lawson Dubai\n> Aurélie Anciaux – Partner – Head of Legal at BRP SA\n  \n  \nRegistration fee\n\n> Free of charge\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/uae-new-regulations-on-financial-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.00_UAE-New-Regulations-on-Financial-Activities-1-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251113T103000
DTEND;TZID=Europe/Zurich:20251113T120000
DTSTAMP:20260411T190311
CREATED:20251005T103542Z
LAST-MODIFIED:20251029T073821Z
UID:10000240-1763029800-1763035200@brpsa.com
SUMMARY:CRD VI – Branch Requirement
DESCRIPTION:CRD VI – Branch Requirement under Article 21c and Exceptions\nWebinar in English \n  \n\nThis webinar provides a practical overview of the new CRD VI regime\, focusing on Article 21c\, the branch requirement and exceptions for third-country credit institutions. It examines in particular reverse solicitation\, comparing its treatment under CRD VI\, MiFID II\, and MiCA\, and outlines other exceptions such as the MiFID II carve‑out\, grandfathering of existing contracts\, and supervisory monitoring of cross-border activities. Participants will also gain insights into how EU Member States are implementing CRD VI\, with a particular focus on the implementation in Italy. \n  \n  \nThe training is addressed to\n\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☒ Marketing\n☐ BoD\n☐ Other \n\n\n\n\n\n\nContent\n\n\n\n\n\n\n> Article 21c CRD VI: Overview​ (Branch requirement and exceptions) \n> Reverse Solicitation \n\nReverse solicitation under CRD VI\n​Reverse solicitation comparison: CRD VI vs MiFID II vs Mica\n\n\n> MiFID II carve-out​\n \n> Grandfathering of existing contracts​\n \n> Monitoring of reverse solicitation activities by Supervisory Authorities​\n \n> Getting ready for CRD VI – The BRP four-step approach\n \n> Overview of the implementation of CRD VI in the EU Member States \n> ​CRD VI Comes to Ital: Key Regulatory and Tax Developments (E. Guffanti and P. Chiodino) \n\nDraft Italian Implementation: Current Outlook\nThe MiFID II Carve-Out from an Italian Perspective\nShort overview of tax implications for foreign financial intermediaries and position of the IRS\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi-branch-requirement-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/10/2025.11.13_CRD-VI-Branch-requirement-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251110T103000
DTEND;TZID=Europe/Zurich:20251110T120000
DTSTAMP:20260411T190311
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:20251030T103000
DTEND;TZID=Europe/Zurich:20251030T120000
DTSTAMP:20260411T190311
CREATED:20250915T094930Z
LAST-MODIFIED:20250919T080223Z
UID:10000236-1761820200-1761825600@brpsa.com
SUMMARY:Monaco - Cross-border Activities
DESCRIPTION:Monaco – 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 Monaco from a third country. It includes Monaco’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)\, 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\n> Regulatory Framework Governing\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\n> Prospecting\n\n\nOnboarding new clients\n\n\n\n\n\n\n> Negotiation\n\n\nAccount opening\nAdvisory and Discretionary asset management agreements\nDebit and Credit cards\, Lombard loans\n\n\n\n\n\n\n> Provision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n> Distribution / Placement of Financial Products\n\n\n\n\n> Reporting activities\n\n\n\n\n\n> Cooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\n\n\n\n\n\n\n\n> Case Studies (signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/monaco-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.02_Monaco-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Marie-Cannelle Kunz":MAILTO:mck@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251022T103000
DTEND;TZID=Europe/Zurich:20251022T120000
DTSTAMP:20260411T190311
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:20251021T103000
DTEND;TZID=Europe/Zurich:20251021T120000
DTSTAMP:20260411T190311
CREATED:20250915T130222Z
LAST-MODIFIED:20251006T164907Z
UID:10000237-1761042600-1761048000@brpsa.com
SUMMARY:Brazil - Cross-border Activities
DESCRIPTION:Brazil – Cross-border Activities\nWebinar in English \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \nThis training covers the regulatory framework for financial activities towards Brazil from a third country. It includes Brazilian 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. The training includes an overview of relevant tax aspects. \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\nBanking Services\nInvestment Services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\n> Prospecting\n\n\nOnboarding New Clients\n\n\n\n\n\n\n> Negotiation\n\n\nAccount Opening\nAdvisory and Discretionary Asset Management Agreements\nDebit and Credit Cards\, Lombard Loans\n\n\n\n\n\n\n> Provision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n> Distribution / Placement of Financial Products\n\n\n\n\n> Cooperation with Third Parties\n\n\nFinders\nBusiness Introducers\nEAMs\n\n\n\n\n\n\n\n> Case Studies (signature BRP)\n\n\n\n\n\n\n\n> Overview of Relevant Tax Aspects\n\n\nGeneral Tax Principles\nTaxation of Income\nTaxation of Financial Products\n\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/brazil-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.21_Brazil-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251009T103000
DTEND;TZID=Europe/Zurich:20251009T113000
DTSTAMP:20260411T190311
CREATED:20250917T101939Z
LAST-MODIFIED:20250918T144406Z
UID:10000238-1760005800-1760009400@brpsa.com
SUMMARY:Greece - Tax Aspects
DESCRIPTION:Greece – Tax Aspects\nWebinar in English \n\n  \nRecognised for SAQ recertification – This course will enable you to earn 1 SAQ credit \n\n  \n  \n  \n  \nThis webinar focuses on the Greek tax regulations related to cross-border investment services offered to a private investor from a third country. 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 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☐ Wealth Planners\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\n> General Tax Principles\n\n> Taxation of Income\n\n\n> Inheritance\, Gift Tax and Other Taxes\n\n> Upstream Withholding Tax\n\n\n> Anti-Avoidance Rules\n\n> Taxation of Financial Products\n\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/greece-tax-aspects-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.09_Greece-Tax-Aspects-scaled.jpg
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251007T103000
DTEND;TZID=Europe/Zurich:20251007T113000
DTSTAMP:20260411T190311
CREATED:20250909T064606Z
LAST-MODIFIED:20251005T101227Z
UID:10000215-1759833000-1759836600@brpsa.com
SUMMARY:Délit fiscal qualifié - Détection et réaction
DESCRIPTION:BRP Bizzozero & Partners SA a le plaisir de vous convier au webinaire sur\nDélit fiscal qualifié – Détection et réaction\nWebinaire en français \n\nReconnu pour la recertification SAQ \n \n  \nEn Suisse\, le délit fiscal qualifié s’impose comme un enjeu majeur\, à la frontière entre droit fiscal et droit pénal. Au-delà des textes\, il soulève des questions très concrètes : quels comportements tombent sous cette qualification ? Quels sont les seuils à connaître ? Et surtout\, quelles peuvent être les conséquences pour les acteurs des services financiers et leurs clients ? Ce webinar vous propose un tour d’horizon du cadre légal actuel\, complété par des cas pratiques inspirés de situations réelles\, afin de mieux comprendre les risques et les réflexes à adopter. \n  \nLa formation s’adresse à\n\n\n\n\n\nInstitution\n☒ Banques\n☐ Maisons de titres\n☒ Gestionnaires de fortune\n☒ Gestionnaires de fortune collective\n☒ Trustees\n☐ Directions de fonds\n☐ Conseillers à la clientèle\n☒ Gestionnaire de portefeuille\n☒ Autres intermédiaires financiers\n\n\n\n\nFonction\n☒ Légal et Compliance\n☒ Gestion des risques \n☐ Audit interne \n☒ Fichier central \n☐ Front \n☒ Asset Management \n☐ RH \n☐ Marketing \n☐ Conseil d’Administration\n☐ Autres\n\n\n\n\n\n  \nContenu\n\n\n\n\n\n\n\n> Présentation du cadre légal suisse \n> Case Studies (Signature BRP) \n  \n\n\n\n\n\n\nPour plus d’information sur ce webinaire\, merci de contacter contactez-nous.
URL:https://brpsa.com/events/delit-fiscal-qualifie/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.07_Delit-fiscal-qualifie-scaled.jpg
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250924T103000
DTEND;TZID=Europe/Zurich:20250924T113000
DTSTAMP:20260411T190311
CREATED:20250813T130025Z
LAST-MODIFIED:20250923T060054Z
UID:10000234-1758709800-1758713400@brpsa.com
SUMMARY:Spain and Portugal - Tax Aspects
DESCRIPTION:We are pleased to invited you to the webinar dedicated to:\nSpain and Portugal – Tax Aspects\nWebinar in English \n\n  \nRecognised for SAQ recertification – This course will enable you to earn 1.0 SAQ credits \n \nThis webinar focuses on the Spanish and Portuguese  tax regulations related to cross-border investment services offered to a private investor from a third country. 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 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☐ Wealth Planners\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: Wealth Planners \n\n\n\n\n  \nContent\n\n\n\n\n\n\nSpain\n> General Tax Principles \n> Taxation of Income \n> Wealth Tax (IP) \n> Temporary Solidarity Tax on Large Fortunes (ITSGF) \n> Inheritance and Gift Tax (ISD) \n> Exit Tax \n> Taxation of Financial Products \nPortugal\n> General Tax Principles \n> Taxation of Income \n> Inheritance Tax\, Gift Tax & Other Taxes \n> Taxation of Financial Products \n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/spain-and-portugal-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/2025.09.24_Spain-and-Portugal-Tax-Aspects-scaled.jpg
ORGANIZER;CN="Alexandra Marquez":MAILTO:ama@brptax.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250923T140000
DTEND;TZID=Europe/Zurich:20250923T153000
DTSTAMP:20260411T190311
CREATED:20250224T082455Z
LAST-MODIFIED:20250822T085314Z
UID:10000207-1758636000-1758641400@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:Marketing\, Events\, and Use of Social Media\nWebinar in English \nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n  \n  \n  \n  \n  \nThe aim of the webinar is to understand the existing regulatory framework (especially in the EU and ESMA’s practice) on these areas\, in particular with regard to the dissemination of marketing material\, the use of social media by financial intermediaries\, the organisation of marketing events and sponsoring. Topics such as industry practice and current trends to increase brand awareness as well as regulations in jurisdictions other than the EU will also be discussed during the webinar. Practical examples and use cases will be included\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\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\n\nContent\n\n\n\n\n\n\nIntroduction\n\n\n\n\n\nMiFID II\n\n\nRelevant definitions: Investment Advice\, Preparatory Acts\, Advice about financial instruments addressed to the general public\, Generic Advice about a Type of Financial Instrument\, Investment Research and Financial Analysis\, Marketing Communication\n\n\n\n\n\n\nMiCA\n\n\nMarketing communication relating to an offer to the public of crypto-asset\, authorisation of crypto-asset service providers (VASPs)\, Exclusion of reverse solicitation for active marketing\, Intervention power of ESMA\, EBA and NCAs\n\n\n\n\n\n\nMAR\n\n\n\nRelevant definitions: Information Recommending or Suggesting an Investment Strategy\, Investment Recommendations\, Organisational requirements\nRequired controls and involvement of the Senior Management\nESMA and NCAs expectations\nFuture regulation\n\n\n\n\n\n\n\nDistributing documentation to the public vs. existing clients\n\n\nMacroeconomic documentation\nFinancial analysis and Investment research\nRecommendation lists\n\n\n\n\n\n\n\nEvents and Social Media\n\n\nThe right way to organize them\nInfluencers\n\n\n\n\n\n\n\nIntra-EU: AIF pre-marketing rules\n\n\nApplicability\nDefinition of pre-marketing\, pre-marketing conditions\nPre-marketing notification procedure/formalities\, reverse solicitation\nMarketing communications\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/marketing-events-and-use-of-social-media/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.09.23_Marketing-Events-and-Use-of-Social-Media-1-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250918T103000
DTEND;TZID=Europe/Zurich:20250918T120000
DTSTAMP:20260411T190311
CREATED:20250812T122521Z
LAST-MODIFIED:20250903T082104Z
UID:10000232-1758191400-1758196800@brpsa.com
SUMMARY:Saudi Arabia - Cross-border Activities
DESCRIPTION:Saudi Arabia – 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 Saudi Arabia from a third country\, including Saudi Arabia’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)\, 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 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\nCooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\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/saudi-arabia-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/2025.09.18_Saudi-Arabia-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250901T103000
DTEND;TZID=Europe/Zurich:20250901T120000
DTSTAMP:20260411T190311
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:20250626T103000
DTEND;TZID=Europe/Zurich:20250626T120000
DTSTAMP:20260411T190311
CREATED:20250605T061345Z
LAST-MODIFIED:20250619T055134Z
UID:10000227-1750933800-1750939200@brpsa.com
SUMMARY:Switzerland - Distribution of Financial Products and Related Aspects
DESCRIPTION:Switzerland – Distribution of Financial Products and Related Aspects\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 webinar aims to provide an overview of the regulatory requirements regarding the distribution of financial products\, such as Swiss and foreign collective investment schemes and structured products\, under applicable local laws. It will also focus on the rules of conduct to be observed when distributing these products. It will also focus on the requirements for distributors and the rules of conduct to be complied with in connection with the distribution of these products \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 for the Provision of Financial Services\n\n\n\n\n\n> Concept of Distribution\n\n\nDistribution as an Offer\nDistribution as a Financial Service\nDistribution as Advertising\n\n\n\n\n\n\n> Implications (of an offer\, a financial service and advertising)\n\n\n\n\n> Further Related Aspects\n\n\nProspectus Requirements\nKey Information Document\nRetrocessions\n\n\n\n\n\n\n> Practical Implications\n\n\nDistribution of Investment Funds and Structured Products\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/distribution-of-financial-products/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/06/2025.06.26_Distribution-of-Financial-Products.webp
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250611T103000
DTEND;TZID=Europe/Zurich:20250611T113000
DTSTAMP:20260411T190311
CREATED:20250512T071325Z
LAST-MODIFIED:20250514T054843Z
UID:10000221-1749637800-1749641400@brpsa.com
SUMMARY:Italy - Tax Aspects
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nItaly – Tax Aspects\nWebinar in English \n\n  \nRecognised for SAQ recertification – This course will enable you to earn 1 SAQ credit \n\n  \n  \n  \n  \nThis webinar focuses on the Italian tax regulations related to cross-border investment services offered to a private investor from a third country. 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 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☐ Wealth Planners\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\n> General Tax Principles\n\n> Taxation of Income\n\n> Wealth Tax\, Inheritance & Gift Tax\n\n> Upstream Withholding Tax\n\n\n> Taxation of Financial Products\n\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/italy-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/05/2025.06.11_Italy-Tax-Aspects-1-scaled.webp
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250602T103000
DTEND;TZID=Europe/Zurich:20250602T120000
DTSTAMP:20260411T190311
CREATED:20250506T070046Z
LAST-MODIFIED:20250811T143857Z
UID:10000220-1748860200-1748865600@brpsa.com
SUMMARY:Belgium - Cross-border Activities
DESCRIPTION:Belgium – 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 Belgium from a third country 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\, as well as data protection rules and related risks. An overview of the relevant Belgian tax aspects will conclude the training. \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\nOverview of Relevant Tax Aspects (by BRP Tax SA)\n\n\nGeneral principles\nTaxation of income\nTaxation of financial products\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/belgium-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/05/2025.06.02_Belgium-Cross-border-Activities-scaled.webp
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250521T103000
DTEND;TZID=Europe/Zurich:20250521T120000
DTSTAMP:20260411T190311
CREATED:20250423T095122Z
LAST-MODIFIED:20250515T114804Z
UID:10000219-1747823400-1747828800@brpsa.com
SUMMARY:Cross-border Limits for Trustee Activities
DESCRIPTION:Cross-border Limits for Trustee Activities\nWebinar in English \n\n  \n  \n  \nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n\nThe purpose of the course is to explain the limits to be respected in the cross-border offering of services by Trustee companies. We will highlight the duty to correctly frame the foreign regulations that apply to the activity in question and explain why it is necessary to also take into consideration the notions of fiduciary activity\, wealth planning and real estate brokerage. The second part of the course focuses on “Anti avoidance rules” as they may affect Trust structures\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\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\n\nContent\n\n\n\n\n\nTrustee Activities\n\n\nDefinition\nTrustee Services vs. Fiduciary Services and Wealth Planning Services\n\n\n\n\n\n\nSwiss Regulatory Framework\n\n\nOverview\n\n\n\n\n\n\nCross-border risks and Limitation\n\n\n\nRules on Financial Promotion and Advertisement\nNegotiation of Trust Deeds\nAncillary Services – Memorandum of Wishes\nTrust Registration and Filling\nAccountancy\nConciergerie Services\nIntroducing / Liaising a Depository Bank\nReferring Advisory and Discretionary Management Services\nReal Estate Business\n\n\n\n\n\n\n\nTax (by BRP Tax SA)\n\n\nAnti-avoidance Rules\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/cross-border-limits-for-trustee-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.21_Cross-border-Limits-1-scaled.webp
ORGANIZER;CN="Gautier Rey":MAILTO:gre@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250515T103000
DTEND;TZID=Europe/Zurich:20250515T120000
DTSTAMP:20260411T190311
CREATED:20250416T074945Z
LAST-MODIFIED:20250505T134326Z
UID:10000217-1747305000-1747310400@brpsa.com
SUMMARY:India - Latest Regulatory Developments and FOREX Refresher
DESCRIPTION:India – Latest Regulatory Developments and FOREX Refresher\nWebinar in English \n  \n\nIn this webinar\, our Indian counsel will present the latest regulatory developments in the financial industry with a focus on the recent amendments to SEBI (Investment Advisors) Regulations\, 2013\, to SEBI (Research Analysts) Regulations\, 2014\, and to SEBI rules for Offshore Derivatives (ODIs) and Foreign Portfolio Investors (FPIs).\nThe webinar will discuss how such amendments have impacted the cross-border rules for the offering and provision of investment services to Indian residents by foreign banks/financial services providers (unlicensed in India) and the offering of ODIs by FPIs.\nThe session will also include a refresher on relevant aspects of the Indian foreign exchange framework.\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\nContents\n\nRegulatory Framework Governing\nBackground – Key regulation and regulations governing inbound/outbound investments in/into India \nRecent amendments to SEBI (Investment Advisors) Regulations\, 2013\, and SEBI (Research Analysts) Regulations\, 2014. Impact on the cross-border rules for the offering and provision of investment services to Indian residents by foreign banks/financial services providers (unlicensed in India)\n \nNew SEBI Rules for Offshore Derivatives (ODIs) and FPIs (Circular No. SEBI/HO/AFD/AFD-POD-3/P/CIR/2024/176 dated December 17\, 2024) \nRefresher on the Indian foreign exchange framework \n\n\nSpeakers\n\nMahesh Kumar – Partner / Legalics Law Offices\nPatrick Genazzi – Founding Partner – CEO / BRP Bizzozero & Partners SA\nMaria Luisa Dutto – Director / BRP Bizzozero & Partners SA\n \n  \n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/india-latest-regulatory-developments/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.14_India-Latest-Regulatoy-Developments-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250513T103000
DTEND;TZID=Europe/Zurich:20250513T120000
DTSTAMP:20260411T190311
CREATED:20250404T082948Z
LAST-MODIFIED:20250429T063637Z
UID:10000214-1747132200-1747137600@brpsa.com
SUMMARY:Coopération avec des tiers
DESCRIPTION:Coopération avec des tiers\nWebinaire en français \nReconnu pour la recertification SAQ – Cette formation vous permettra d’obtenir 1.5 crédits SAQ \n \n  \n  \n \n\nCe webinaire aborde la thématique essentielle de la gestion des risques cross-border lors de la coopération avec des finders\, des apporteurs d’affaires et des gérants de fortune indépendants (ou EAMs en anglais).\nLa présentation se concentre en particulier sur les défis auxquels sont confrontés les intermédiaires financiers lorsqu’ils collaborent avec des tiers dans une juridiction où ils ne sont pas au bénéfice d’une autorisation ou d’une licence\n  \n  \nLa formation s’adresse à\n\n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Gestionnaires de fortune\n☒ Gestionnaire de fortune indépendants\n☐ Trustees\n☐ Directions des fonds\n☒ Conseillers à la clientèle\n☒ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal and Compliance\n☒ Risk management\n☒ Audit interne\n☒ Fichier central\n☒ Front\n☐ Asset Management\n☐ RH\n☒ Marketing\n☒ Conseil d’administration\n☐ Autres \n\n\n\n\n\n\nContenu\n\n> Introduction\n\nQui sont les tiers ?\nQuel est leur rôle ?\nLes 3 types de tiers utilisés par les banques\n\n> Implication des tiers\n\n\nConditions de coopération\nAccords de coopération\n\n> Risques Cross-border\n\n\nCura in eligendo\, contraendo et custodiendo\nConnaissance et formation\nIndépendance des parties\nChamp d’application\nClauses d’exclusivité\nRémunération : paiement continu vs ponctuel\, conflits d’intérêts\, etc.\n\n> Intermédiares agréés et collaboration \n\n\n\nAu sein de l’UE\nCoopérations autorisées\nCas de l’assurance et de l’immobilier\n\n  \nPour plus d’information sur cette formation\, merci de nous contacter.
URL:https://brpsa.com/events/cooperation-avec-des-tiers/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.13_Cooperation-avec-des-tiers-2-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250507T103000
DTEND;TZID=Europe/Zurich:20250507T120000
DTSTAMP:20260411T190311
CREATED:20250404T061427Z
LAST-MODIFIED:20250422T060341Z
UID:10000213-1746613800-1746619200@brpsa.com
SUMMARY:CRD VI
DESCRIPTION:CRD VI – Impact on Swiss and other third-country banks\nWebinar in English \n  \nThis webinar is designed to provide a comprehensive overview of the new CRD VI framework and its implications for Swiss and third-country banks conducting cross-border business in/into the EU. The webinar will address key topics such as reverse solicitation\, branch requirements and cross-border licensing. In addition\, it will address fiscal implications of CRD VI\, with a presentation on tax aspects of CRD VI from the Italian point of view. \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\n> Introduction to CRD VI \n\nThird-country cross-border regime before CRD VI\nNew cross-border regime according to CRD VI/CRR III\n\n> Branch Requirements\n> Reverse solicitation under CRD VI \n\nPrinciples\nComparison with reverse solicitation under MiFID II and MiCA\n\n> Reverse solicitation under CRD VI \n\nPrinciples\nGermany- Freistellung\, Italy- LPS\n\n> Getting ready for CRD VI – The BRP four-step approach \n> Italy: Tax implications for foreign financial intermediaries and position of the IRS (Presented by Pierangelo Chiodino\, Studio Antonelli Cattaneo Chiodino Battai\, Milano) \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.07_CRD-VI-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250417T103000
DTEND;TZID=Europe/Zurich:20250417T113000
DTSTAMP:20260411T190311
CREATED:20250325T114103Z
LAST-MODIFIED:20250402T065949Z
UID:10000212-1744885800-1744889400@brpsa.com
SUMMARY:Germany - Tax Aspects
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nGermany – Tax Aspects\nWebinar in English \n\nRecognised for recertification SAQ \n \nThis webinar focuses on the German tax regulations related to cross-border investment services offered to a private investor from a third country. 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 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☒ Wealth Planners\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\n> General Tax Principles\n\n> Taxation of Income\n\n> Inheritance Tax\, Gift Tax & Other Taxes\n\n> Anti-avoidance Rules\n\n> Taxation of Financial Products\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/germany-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2024.04.17_Germany-Tax-Aspects-1-scaled.webp
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250415T103000
DTEND;TZID=Europe/Zurich:20250415T120000
DTSTAMP:20260411T190311
CREATED:20250325T105345Z
LAST-MODIFIED:20250326T124225Z
UID:10000211-1744713000-1744718400@brpsa.com
SUMMARY:Argentina - Cross-border Activities
DESCRIPTION:Argentina – Cross-border Activities\nWebinar in English \nRecognised for the SAQ recertification \n \nThe training presents Argentinian 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\, distribution of financial instruments\, cooperation with third parties (finders\, business introducers and external asset managers)\, etc. The training includes an overview of the relevant tax aspects. \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\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\nReporting\nCooperation with third parties\n\nFinders\nBusiness introducers\nEAMs\n\nOverview of Relevant Tax Aspects (by BRP Tax SA)\n\nGeneral Tax Principles\nTaxation of Income\nWealth Tax or Personal Assets Tax (PAT)\nTaxation of Financial Products\n\nCase Studies (signature BRP)\n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/argentina-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2025.04.15_Argentina-Cross-border-Activities-scaled.webp
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250408T103000
DTEND;TZID=Europe/Zurich:20250408T120000
DTSTAMP:20260411T190311
CREATED:20250318T094148Z
LAST-MODIFIED:20250404T074324Z
UID:10000210-1744108200-1744113600@brpsa.com
SUMMARY:France - Activités Cross-border
DESCRIPTION:France –  Activités Cross-border\nWebinaire en Français \n\nReconnu par la recertification SAQ \n \n\nCe webinaire vise à présenter le cadre réglementaire français régissant les activités financières cross-border depuis un pays tiers. Les sujets tels que la promotion et la publicité liées aux services bancaires et aux services d’investissement\, la négociation de contrats et de mandats\, la prestation de services financiers\, la distribution de produits\, et la coopération avec des tiers (intermédiaires\, apporteurs d’affaires et GFI\, etc.) seront abordés.\n  \nLa formation s’adresse à\n\n  \n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Gestionnaires de fortune\n☒ Gestionnaires de fortune collective\n☐ Trustees\n☒ Directions de fonds\n☐ Conseillers à la clientèle\n☐ Gestionnaire de portefeuille\n☐ Autres intermédiaires financiers \n\n\n\n\nFonction\n☒ Légal et Compliance\n☒ Gestion des risques \n☒ Audit interne \n☐ Fichier central \n☒ Front \n☒ Asset Management \n☐ RH \n☐ Marketing \n☐ Conseil d’Administration\n☐ Autres \n\n\n\n\n\n  \n  \nContenu\n\n\n\n\n\n\nCadre réglementaire\n\nServices bancaires\nServices d’investissement\n\n\n\n\n\n\n\nContrôle des changes\n\n\n\n\n\nPhase de prospection\n\n\nNouveaux Clients\n\n\n\n\n\n\nPhase de negotiation\n\n\nOuverture de compte\nMandats de gestion discrétionnaire et de conseil\nServices additionnels (cartes de débit et de crédit\, prêt Lombard et e-banking)\n\n\n\n\n\n\nPrestation de services\n\n\nExecution Only\nConseils\nGestion discrétionnaire\n\n\n\n\n\n\n\n\nDistribution / Placement de produits financiers\n\n\n\n\n\n\nActivités de reporting\n\n \n\n\n\n\n\n\n\nCooperation avec des tiers\n\n\nFinders\nApporteur d’affaires\nGFIs\n\n\n  \n\n\n\n\n\n\n\n\nEtudes de cas (signature BRP)\n\n\n\n\n\n\n\n  \nPour plus d’information sur cette formation\, svp contactez-nous.
URL:https://brpsa.com/events/france-activites-cross-border/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2025.04.08_France-Activites-transfrontalieres-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250401T103000
DTEND;TZID=Europe/Zurich:20250401T120000
DTSTAMP:20260411T190311
CREATED:20250313T131239Z
LAST-MODIFIED:20250325T131459Z
UID:10000209-1743503400-1743508800@brpsa.com
SUMMARY:Cooperation with third parties
DESCRIPTION:Cooperation with third parties\nWebinar in English \nRecognised for the SAQ recertification \n \n\nThe webinar aims at giving insights on the management of cross-border risks when cooperating with third parties (finders\, business introducers and EAMs). It focuses in particular on the risks and challenges faced by financial intermediaries when collaborating cross-border with third parties in a jurisdiction they are not licensed in\n  \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\n  \nContent\n\n\n\n\n\n\nIntroduction\n\nWhat are third parties?\nWhat purposes do third parties serve?\nThe three typical forms of third parties used by banks\n\n\n\n\n\n\nUse of Third Parties\n\n\nConditions for cooperation\nCooperation agreements\n\n\n\n\n\n\nCross-border Risks\n\n\n\nCura in eligendo\, contraendo et custodiendo\n\n\nKnowledge and training\n\n\nIndependency of the parties\n\n\n\nScope of activities\n\n\n\nExclusivity clauses\n\n\n\nRemuneration: ongoing vs one-off\, conflicts of interests\, etc\n\n\n\n\n\n\n\nRegulated Agents and Cooperation\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/cooperation-with-third-parties-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2025.04.01_Cooperation-with-Third-Parties-1-scaled.webp
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250327T103000
DTEND;TZID=Europe/Zurich:20250327T120000
DTSTAMP:20260411T190311
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:20250313T103000
DTEND;TZID=Europe/Zurich:20250313T113000
DTSTAMP:20260411T190311
CREATED:20250218T082446Z
LAST-MODIFIED:20250218T095113Z
UID:10000206-1741861800-1741865400@brpsa.com
SUMMARY:Tax Suitability Concept
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nTax Suitability Concept\nWebinar in English \n\nRecognised for recertification SAQ \n \nIn today’s ever-changing financial landscape\, tax compliance and efficiency have never been more crucial. At the heart of this complexity lies the concept of tax suitability\, a strategy that not only ensures financial instruments align with clients’ tax regimes but also maximizes the performance after-tax of their portfolios while mitigating potential commercial/civil risks for the financial institution.\n\nIn this webinar\, we’ll dive deep into the tax suitability approach and how it can be impactful for both asset managers and their clients.\n  \nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Wealth Planners\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\n> Tax Suitability Concept\n\n\n\n\n\n\n> The Variety of Income Tax Patterns\n\n\n\n\n\n\n> Taxation of Income from Financial Instruments\n\n\n\n\n\n\n> The Tax Subject (the Taxpayer)\n\n\n\n\n\n\n> The Tax Object (the Financial Instrument)\n\n\n\n\n\n\n> The Taxable Event (the Transaction)\n\n\n\n\n\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/tax-suitability-concept/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/02/2025.03.13_Tax-Suitability-Concept.png
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250305T103000
DTEND;TZID=Europe/Zurich:20250305T120000
DTSTAMP:20260411T190311
CREATED:20250212T100153Z
LAST-MODIFIED:20250226T070447Z
UID:10000198-1741170600-1741176000@brpsa.com
SUMMARY:CRD VI
DESCRIPTION:CRD VI – Impact on Swiss and other third-country banks\nWebinar in English \n  \nUpdate:\nThe webinar will also address fiscal implications of CRD VI\, with a presentation on “Italy: Tax aspects of CRD VI and position of IRS” \nPresented by Pierangelo Chiodino\, Studio Antonelli Cattaneo Chiodino Battai\, Milano \nThis webinar is designed to provide a comprehensive overview of the new CRD VI framework and its implications for Swiss and third-country banks conducting cross-border business in the EU. The webinar will address key topics such as reverse solicitation\, branch requirements and cross-border licensing. \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\nIntroduction to CRD VI\n\nThird-country cross-border regime before CRD VI\nNew cross-border regime according to CRD VI/CRR III\n\nReverse solicitation under CRD VI \n\nPrinciples\nComparison with reverse solicitation under MiFID II and MiCA\nImpact of the exception contained in Art. 21c para. 4 CRD VI on group supervisory control\n\nBranch requirements \n\nPrinciples\nCase study: Italy\n\nExisting cross-border licenses under the new regime\n• Focus on Germany – Freistellung – and Italy – LPS \n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.05_CRD-VI-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250213T103000
DTEND;TZID=Europe/Zurich:20250213T113000
DTSTAMP:20260411T190311
CREATED:20250123T131537Z
LAST-MODIFIED:20250124T095012Z
UID:10000195-1739442600-1739446200@brpsa.com
SUMMARY:Switzerland - Tax Aspects
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nSwitzerland – Tax Aspects\nWebinar in English \n\nRecognised for recertification SAQ \n \nThis webinar focuses on the Swiss tax regulations related to investment services offered to a private investor tax resident in Switzerland. 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 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☐ Wealth Planners\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\n> General Tax Principles\n\n> Taxation of Income\n\n> Withholding Tax and Stamp Duty\n\n> Professional Securities Trader\n\n> Taxation of Financial Products\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/switzerland-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.02.13_Switzerland-Tax-Aspect.png
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250204T103000
DTEND;TZID=Europe/Zurich:20250204T120000
DTSTAMP:20260411T190311
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
END:VCALENDAR