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DTSTART;TZID=Europe/Zurich:20250415T103000
DTEND;TZID=Europe/Zurich:20250415T120000
DTSTAMP:20250326T124225Z
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:20250404T074324Z
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:20250325T131459Z
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:20250325T093358Z
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:20250218T095113Z
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:20250226T070447Z
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:20250124T095012Z
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:20250123T131330Z
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
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250204T103000
DTEND;TZID=Europe/Zurich:20250204T120000
DTSTAMP:20250123T143245Z
CREATED:20250120T153418Z
LAST-MODIFIED:20250123T143245Z
UID:10000192-1738665000-1738670400@brpsa.com
SUMMARY:Règles de conduite sur le marché
DESCRIPTION:Règles de conduite sur le marché\nReconnu par la recertification SAQ \n \n  \nWebinaire en français \n\nCe cours vise à définir et à décrire le cadre réglementaire régissant les comportements inadmissibles sur le marché du point de vue du droit de la surveillance. \nLes règles relatives à l’exploitation d’informations privilégiées et à la manipulation du marché (« abus de marché ») seront abordées au moyen d’étude de cas pratiques. Les obligations à l’égard du client et des plateformes de négociation seront également évoquées. \nLes discussions porteront également sur la Circulaire 2013/8 de la FINMA qui\, partant des interdictions prévues par la loi sur les infrastructures financières (LIMF) en matière de comportement sur le marché et l’ordonnance y relative (OIMF)\, concrétise les exigences relatives à l’organisation des assujettis et dont le respect vise à identifier et à prévenir les comportements inadmissibles ainsi qu’à répondre à l’exigence de garantir une activité irréprochable dans le domaine du comportement sur le marché. \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  \n  \nContenu\n\n\n\n\n\n\n> Vue d’ensemble du cadre règlementaire\n\n\n > Règles de conduite sur le marché (“abus de marché” )\n\n\n > Règles de conduites vis-à-vis de la plateforme ou de l’émetteur\n\n\n > Règles de conduite à l’égard des clients\n\n\n > Obligations organisationnelles\n\n\n\n\n\n  \nPour plus d’informations sur cette formation\, contactez-nous.
URL:https://brpsa.com/events/regles-de-conduite-sur-le-marche/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.02.04_Regles-de-conduite-1.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250130T103000
DTEND;TZID=Europe/Zurich:20250130T120000
DTSTAMP:20250121T151053Z
CREATED:20250120T143119Z
LAST-MODIFIED:20250121T151053Z
UID:10000191-1738233000-1738238400@brpsa.com
SUMMARY:AML - Clarification and Corroboration
DESCRIPTION:AML – Clarification and corroboration\nWebinar in English \n\nThe purpose of the training is to provide participants with knowledge of the applicable AML regulations with reference to the obligation to corroborate customer KYC profiles. In particular\, the course focuses on how to search for information on open sources (Google\, Zefix\, etc.)\, making participants aware of the type of information needed and relevant\, respectively of the most common bad practices in the preparation of KYC profiles.   \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☒ 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\n\n\n\n\n\nLegal Basis\n\nSwiss Criminal Code (Art. 305bis\, Art. 305ter)\n\n\n\n\n\n\n\nCorroborative Elements\n\nPositive elements vs. search for negative news\n\n\n\n\n\n\n\n\nResearch on Public Sources\n\nWhat they are and how to use them?\nGood and bad practices\n\n\n\n\n\n\n\n\n\nCase Studies (Signature BRP)\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/aml-clarification-and-corroboration/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.01.30_AML-Clarification-and-corroboration.png
ORGANIZER;CN="Daria Brughelli":MAILTO:dbr@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250128T103000
DTEND;TZID=Europe/Zurich:20250128T120000
DTSTAMP:20250120T130919Z
CREATED:20250120T092234Z
LAST-MODIFIED:20250120T130919Z
UID:10000190-1738060200-1738065600@brpsa.com
SUMMARY:China - Cross-border activities
DESCRIPTION:China –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards China from a third country including China 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/placement of financial products\, cooperation with third parties (finders\, business introducers and EAMs)\, etc.\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\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  \nContents\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 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\n\nCooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\nTrustee activities\n\n\n\n\n\n\n\n\n\n\nOverview of Relevant Tax Aspects (by BRP Tax SA)\n\n\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/china-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.01.28_China-Cross-border-Activities.png
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250123T103000
DTEND;TZID=Europe/Zurich:20250123T113000
DTSTAMP:20250120T142439Z
CREATED:20241212T091842Z
LAST-MODIFIED:20250120T142439Z
UID:10000188-1737628200-1737631800@brpsa.com
SUMMARY:Austria - Tax Aspects
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nAustria – Tax Aspects\nWebinar in English \n\nRecognised for recertification SAQ \n \nThis webinar focuses on the Austrian 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/austria-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2024/12/2025.01.23_Austria-Tax-Aspects.png
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241211T103000
DTEND;TZID=Europe/Zurich:20241211T120000
DTSTAMP:20241118T110601Z
CREATED:20241118T103146Z
LAST-MODIFIED:20241118T110601Z
UID:10000184-1733913000-1733918400@brpsa.com
SUMMARY:Le régime européen applicable aux pays tiers et la Reverse Solicitation
DESCRIPTION:Le régime européen applicable aux pays tiers et la Reverse Solicitation\n\nWebinaire en français \nReconnu par la recertification SAQ \n \n\nLa formation se concentre sur le cadre juridique de l’UE régissant les activités transfrontalières à partir d’un pays tiers (“régime de pays tiers”) tel que défini par CRD V(I) et MiFID II : l’offre et la fourniture de services bancaires et d’investissement\, la définition et la portée du concept de Reverse solicitation et l’impact sur les activités financières transfrontalières\, les obligations organisationnelles\, en particulier dans le contexte des exigences de Suitability et de Tax Suitability \n  \nLa formation s’adresse à\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☒ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal et Compliance\n☒ Risk management\n☒ Audit Internal\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> Access au marché européen sous CRD\, MiFID II et MiCA\n\nRégime d’équivalence\nRégime national\nEtablissement stable\n\n  \n> Reverse Solicitation\n\nPrincipe\nConséquences matérielles\nPortée géographique\nDroit fondamental du citoyen européen\nInitiative exclusive du client\nRenonciations/demandes préalables\nEvolutions en cours/possibles (en vertu de CRD VI\, MiCA\, etc.)\n\n  \n> Services de conseil\n\nContrat de conseil en investissement\nNouveaux services et produits\nSuitability\nTax Suitability\nDistribution/placement d’instruments financiers\n\n  \nPour plus d’informations sur cette formation\, contactez-nous.
URL:https://brpsa.com/events/le-regime-applicable-aux-pays-tiers-et-la-reverse-solicitation/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.11.11_Le-regime-europeen-applicable-aux-pays-tiers--scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241210T103000
DTEND;TZID=Europe/Zurich:20241210T120000
DTSTAMP:20241120T121028Z
CREATED:20241118T095801Z
LAST-MODIFIED:20241120T121028Z
UID:10000183-1733826600-1733832000@brpsa.com
SUMMARY:Germany - Cross-border activities
DESCRIPTION:Germany –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis webinar focuses on the German regulations for cross-border financial activities from a third country. It covers the topics of 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. Please note that this webinar briefly introduces the possibilities of “Freistellung” exemptions but does not cover the rules governing the activities performed within the scope such exemptions\, i.e.\, that are based on a cross-border license\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☒ 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\nRegulatory Framework Governing\n\nBanking Services\nInvestment Services (EA\, Advisory\, Discretionary)\n\n\n\n\n\n\nFreistellung Exemption \n\nIntroduction\n\n\n\n\n\nProspecting\n\n\nOnboarding New Clients\nOnboarding Existing Clients\n\n\n\n\n\n\nNegotiation\n\n\nAccount Opening\nAdvisory and Discretionary Asset Management Agreements\nDebit and Credit Cards\, Lombard loans and e-Banking\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\n\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/germany-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.12.10_Germany-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241206T103000
DTEND;TZID=Europe/Zurich:20241206T120000
DTSTAMP:20241118T110728Z
CREATED:20241118T091309Z
LAST-MODIFIED:20241118T110728Z
UID:10000182-1733481000-1733486400@brpsa.com
SUMMARY:EU Third-Country Regime and Reverse Solicitation
DESCRIPTION:EU Third-Country Regime and Reverse Solicitation\nWebinar in English \nRecognised for the SAQ recertification \n \nThe training aims to present EU legal framework governing cross-border activities from a third country (“third-country regime”) as defined by CRD V(I) and MiFID II: offer and provision of banking and investment services. Definition and scope of the concept of reverse solicitation and impact on cross-border financial activities. Organisational duties in particular in the context of Suitability and Tax Suitability requirements \n\nThe training is addressed to\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 \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\nContent\n\n> Access to the EU market under MiFID II\n\nEquivalence regime\nNational regime\nPermanent establishment\n\n  \nReverse solicitation\n\nConcept\nMaterial Approach\nGeographical Scope\nFundamental Right of the EU Citizen\nOwn Exclusive Initiative\n\n  \nFocus Advisory services\n\nOngoing Advisory Services\nNew Products and Services\nSuitability\nTax Suitability\nDistribution/placement of Financial Instruments\n\n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/eu-third-country-regime-and-reverse-solicitation/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.11.06_EU-Third-Country-Regime-and-Reverse-Solicitation-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241205T103000
DTEND;TZID=Europe/Zurich:20241205T120000
DTSTAMP:20241118T110916Z
CREATED:20241118T080052Z
LAST-MODIFIED:20241118T110916Z
UID:10000181-1733394600-1733400000@brpsa.com
SUMMARY:Die EU-Drittstaatenregelung und Reverse Solicitation
DESCRIPTION:Die EU-Drittstaatenregelung und Reverse Solicitation\nWebinaire auf Deutsch \nAnerkannt für die SAQ recertification \n \nDie Schulung konzentriert sich auf den EU-Rechtsrahmen für grenzüberschreitende Tätigkeiten aus einem Drittland (“Drittstaatenregelung”) im Sinne von CRD V(I) und MiFID II: das Angebot und die Erbringung von Bank- und Wertpapierdienstleistungen\, die Definition und den Umfang des Konzepts der umgekehrten Aufforderung und die Auswirkungen auf grenzüberschreitende Finanztätigkeiten\, die organisatorischen Pflichten\, insbesondere im Zusammenhang mit den Anforderungen an die Eignung und die steuerliche Eignung \n\n\nDer Kurs richtet sich an\nInstitute\n☒ Banken\n☒ Wertpapierhäuser\n☒ Vermögensverwalter\n☐ Trustees\n☐ Verwalter von Kollektivvermögen\n☐ Fondsleitungen\n☒ Kundenberater\n☒ Andere Finanzintermediäre \nFonktion\n☒ Legal und Compliance\n☒ Risk Management\n☒ Interne Revision\n☐ Client Data Management\n☒ Front\n☒ Asset Management\n☐ HR\n☒ Marketing\n☒ Mitglieder von Leitungsgremien\n☐ Sonstige \n\n\nKursinhalt \n> Einführung und Aktuelles\n> EU-Marktzugang unter CRD VI (und Ausblick)\n> EU-Marktzugang unter MiFID II\n> EU-Marktzugang unter MiCAR\n> Schlussfolgerungen\n  \nFür weitere Informationen zu diesem Kurs kontaktieren\, Sie uns bitte
URL:https://brpsa.com/events/die-eu-drittstaatenregelung-und-reverse-solicitation-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.11.05_Die-EU-Drittstaatenregelung-und-Reverse-Solicitation-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241203T103000
DTEND;TZID=Europe/Zurich:20241203T120000
DTSTAMP:20241113T072915Z
CREATED:20241112T081914Z
LAST-MODIFIED:20241113T072915Z
UID:10000180-1733221800-1733227200@brpsa.com
SUMMARY:Hong Kong - Cross-border activities
DESCRIPTION:Hong Kong –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Hong Kong from a third country including Hong Kong’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\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\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\nOverview of Relevant Tax Aspects (by BRP Tax)\n\n\nGeneral Tax Principles\nTaxation of Income\nInheritance Tax & Gift Tax\nTaxation of Financial Products\n\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/hong-kong-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/11/2024.12.03_Hong-Kong-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241127T103000
DTEND;TZID=Europe/Zurich:20241127T120000
DTSTAMP:20241105T101712Z
CREATED:20241028T123801Z
LAST-MODIFIED:20241105T101712Z
UID:10000179-1732703400-1732708800@brpsa.com
SUMMARY:Contrats de traitement des données
DESCRIPTION:Contrats de traitement des données\nWebinaire en français \nReconnu par la recertification SAQ \n \n\nLa responsabilité est l’un des principes de la protection des données personnelles. Chaque institution financière doit mettre en place des mesures techniques et organisationnelles appropriées lorsqu’elle traite des données personnelles. Ces mesures comprennent la conclusion d’accords écrits pour s’assurer que les responsables du traitement et les sous-traitants comprennent tous deux leurs obligations\, leurs responsabilités et leurs obligations. Les contrats aident également les responsables du traitement à prouver leur conformité aux personnes concernées et aux autorités de surveillance. La formation se concentrera sur les différents accords de traitement des données requis lors du traitement de données personnelles \n  \nLa formation s’adresse à\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☐ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal et Compliance\n☒ Risk management\n☒ Audit Internal\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\n> Rôles\n\n> Bases légales et réglementaires\n\n> Contrats et clauses\n\n> Liste de contrôle / Audit\n\n> Conclusion\n\n\n\n\n\n  \nPour plus d’informations sur cette formation\, contactez-nous.
URL:https://brpsa.com/events/contrats-de-traitement-des-donnees/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/10/2024.11.27_Contrats-de-traitement-des-donnees-2-scaled.jpg
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241126T103000
DTEND;TZID=Europe/Zurich:20241126T120000
DTSTAMP:20241119T110721Z
CREATED:20241028T101322Z
LAST-MODIFIED:20241119T110721Z
UID:10000178-1732617000-1732622400@brpsa.com
SUMMARY:Cross-border Rules for US Clients
DESCRIPTION:Cross-border Rules for US Clients\nWebinar in English \n\nThe purpose of the course is to present the rules to be respected in the offer and exercise of financial activities towards US customers\, taking into consideration financial regulations\, advertising rules\, and new data protection rules\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☒ 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> Offering of Banking Services\n\n\n\nDual Banking System\nFederal Regulation\nState Regulation\nOffshore Activities\n\n\n\n> Securities Related Activities\n\n\n\nCommon Provisions for Advisory and Brokerage Services\nDefinition of US Person\nDefinition of Investment Adviser\nThe Foreign Private Adviser Exemption\nBrokerage Activities\nExemptions for Brokerage Activities\nSEC Licence\n\n\n\n> Marketing Rules 206(4)-1 under the Investment Advisers Act of 1940s\n> Data Protection\n\n\n\nApplicability of US Law\nRisks and Risk Mitigation Measures\n\n\n\n  \nFor more information on this webinar\, please contact us. \n 
URL:https://brpsa.com/events/cross-border-rules-for-us-clients-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2024/10/2024.11.26_Cross-border-Rules.png
ORGANIZER;CN="Karina Singh":MAILTO:kas@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241122T103000
DTEND;TZID=Europe/Zurich:20241122T120000
DTSTAMP:20241118T111030Z
CREATED:20240521T130442Z
LAST-MODIFIED:20241118T111030Z
UID:10000144-1732271400-1732276800@brpsa.com
SUMMARY:Brazil - Cross-border activities
DESCRIPTION:Brazil –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Brazil from a third country including Brazil’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\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\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\nOverview of Relevant Tax Aspects (by BRP Tax)\n\n\nGeneral Tax Principles\nTaxation of Income\nInheritance Tax & Gift Tax\nTaxation of Financial Products\n\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\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/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/05/2024.11.22_Brazil-cross-border-activities-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241114T103000
DTEND;TZID=Europe/Zurich:20241114T120000
DTSTAMP:20241105T101544Z
CREATED:20241022T121743Z
LAST-MODIFIED:20241105T101544Z
UID:10000175-1731580200-1731585600@brpsa.com
SUMMARY:Saudi Arabia - Cross-border Activities
DESCRIPTION:Saudi Arabia –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \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 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\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> Regulatory Framework Governing\nBanking services \nInvestment services (EO\, advisory services\, discretionary asset management) \n> Prospecting\nOnboarding new clients \n> Negotiation\nAccount opening \nAdvisory and discretionary asset management agreements \nDebit and credit cards\, Lombard loans \n> Provision of Services (EO\, Advisory\, Discretionary)\n> Distribution / Placement of Financial Products\n> Reporting activities\n> Cooperation with Third Parties\n\nFinders \nBusiness introducers \nEAMs \nTrustee activities \n> Case Studies (signature BRP)\n\n  \nFor more information on this webinar\, please contact us. \n 
URL:https://brpsa.com/events/saudi-arabia-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/10/2024.11.14_Saudi-Arabia-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Marie-Cannelle Kunz":MAILTO:mck@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241106T103000
DTEND;TZID=Europe/Zurich:20241106T120000
DTSTAMP:20241023T095005Z
CREATED:20241017T082250Z
LAST-MODIFIED:20241023T095005Z
UID:10000170-1730889000-1730894400@brpsa.com
SUMMARY:Measures\, Sanctions and Claims
DESCRIPTION:Measures\, Sanctions and Claims under the Revised Data Protection Regulation\nWebinar in English \n\nThe aim of this training is to show how breaches of the FADP are investigated and ruled by the federal and judicial authorities. We will cover the types of violations and the justifications for processing personal data lawfully. We will then detail the powers of the Federal Data Protection Commissioner and the measures he is empowered to take. Finally\, we will cover the various civil and criminal actions provided for by the law. The training will be based on a fictitious exercise\, incorporating the above points\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☒ 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> Violations and justifications\n\n\n\n\n\n\n> FDPIC Investigations and Administrative Measures\n\n\n\n\n\n\n> Civil and Criminal Actions\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/measures-sanctions-and-claims/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/10/2024.11.06_Measures-sanctions-and-claims-scaled.jpg
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241105T103000
DTEND;TZID=Europe/Zurich:20241105T120000
DTSTAMP:20241021T110947Z
CREATED:20241017T075003Z
LAST-MODIFIED:20241021T110947Z
UID:10000169-1730802600-1730808000@brpsa.com
SUMMARY:Mesures administratives\, sanctions et plaintes
DESCRIPTION:Mesures administratives\, sanctions et plaintes selon la loi sur la protection des données\nWebinaire en français \n\nL’objectif de cette formation est de montrer comment les violations à la LPD sont instruites et jugées par les autorités fédérales et judiciaires. Nous couvrirons les types d’atteintes et les motifs justificatifs permettant le traitement des données personnelles en toute légalité. Ensuite nous détaillerons les compétences du Préposé fédéral à la protection des données et les mesures qu’il est habilité à prendre. Enfin\, nous couvrirons les diverses actions civiles et pénales prévues par la loi.  La formation sera construite sur un exercice fictif\, intégrant les points ci-dessus\n  \nLa formation s’adresse à\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☒ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal et Compliance\n☒ Risk management\n☒ Audit Internal\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\n> Violation et motifs justificatifs\n\n\n\n\n\n\n> Enquêtes et mesures administratives du PDPDT\n\n\n\n\n\n\n> Actions civiles et pénales\n\n\n\n\n\n  \nPour plus d’informations sur cette formation\, contactez-nous.
URL:https://brpsa.com/events/mesures-administratives-sanctions-et-plaintes/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/10/2024.11.05_Mesures-administratives-sanctions-et-plaintes--scaled.jpg
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241029T103000
DTEND;TZID=Europe/Zurich:20241029T120000
DTSTAMP:20241028T085512Z
CREATED:20240925T103454Z
LAST-MODIFIED:20241028T085512Z
UID:10000165-1730197800-1730203200@brpsa.com
SUMMARY:Haftung in der Vermögensverwaltung und Anlageberatung
DESCRIPTION:Haftung in der Vermögensverwaltung und Anlageberatung: Haftungsquellen und Risikominderungsfaktoren\nWebinar auf Deutsch \n \n  \n  \nAnerkannt für die SAQ-Rezertifizierung \n\nMit dem Inkrafttreten des Finanzdienstleistungsgesetzes haben sich die Praktiker in erster Linie auf die verwaltungsrechtlichen Aspekte der Erbringung von Vermögensverwaltungs- und Anlageberatungsdiensten konzentriert. Ziel dieser Schulung ist es\, auch den zivilrechtlichen Aspekten\, die die beiden genannten Finanzdienstleistungen betreffen\, Raum zu geben und die wichtigsten Quellen der zivilrechtlichen Haftung des Vermögensverwalters im Lichte der Rechtsprechung des Bundesgerichts zu veranschaulichen \nDie Präsentation wird von praktischen Fällen begleitet\, die es ermöglichen\, die vorgestellten Konzepte anzuwenden und eine Interaktion mit den Teilnehmern zu ermöglichen \nIm zweiten Teil der Schulung werden mögliche Faktoren zur Minderung des Haftungsrisikos für den Vermögensverwalter analysiert\, wobei ein pragmatischer Ansatz verfolgt wird\, um konkrete Vorschläge zu unterbreiten \n\nDie Schulung richtet sich an\n\n\n\n\n\nInstitute\n\n☒ Banken\n☒ Wertpapierhäuser\n☒ Vermögensverwalter\n☐ Trustees\n☐ Verwalter von Kollektivvermögen\n☒ Fondsleitungen\n☒ Kundenberater\n☒ Andere Finanzintermediäre\n\n\n\n\nFunktion\n\n☒ Legal und Compliance\n☒ Risk Management\n☒ Interne Revision\n☒ Client Data Management\n☒ Front\n☒ Asset Management\n☐ HR\n☐ Marketing\n☒ Vorstand\n☐ Sonstige\n\n\n\n\n\n\nInhalt\n\n > Einführung\n\n> Haftungsquellen in der Vermögensverwaltung\n\n> Haftungsquellen in der Anlageberatung\n\n> Überblick über die Rechtsprechung zur Schadensberechnung\n\n> Risikominderungsfaktoren\n\n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte.
URL:https://brpsa.com/events/haftung-in-der-vermogensverwaltung-und-anlageberatung/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.29_Haftung-in-der-Vermogensverwaltung-und-Anlageberatung-scaled.jpg
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241024T103000
DTEND;TZID=Europe/Zurich:20241024T120000
DTSTAMP:20241023T073832Z
CREATED:20240923T110010Z
LAST-MODIFIED:20241023T073832Z
UID:10000164-1729765800-1729771200@brpsa.com
SUMMARY:Singapore - Cross-border activities
DESCRIPTION:Singapore –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Singapore from a third country including Singapore’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\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\nRegulatory Framework Governing\n\nBanking services\nInvestment services (EO\, advisory services\, discretionary asset management)\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\nTax aspects for investment purposes (by BRP Tax SA) \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\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/singapore-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.24_Singapore-Cross-border-Activities-3-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241023T103000
DTEND;TZID=Europe/Zurich:20241023T120000
DTSTAMP:20241022T112831Z
CREATED:20240923T104436Z
LAST-MODIFIED:20241022T112831Z
UID:10000163-1729679400-1729684800@brpsa.com
SUMMARY:Monaco - Cross-border activities
DESCRIPTION:Monaco –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \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\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\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\nCooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\nTrustee activities\n\n\n\n\n\n\n\n\n\n\nData Protection\n\n\n\n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/monaco-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.23_Monaco-Cross-border-Activities-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241022T103000
DTEND;TZID=Europe/Zurich:20241022T120000
DTSTAMP:20241017T082639Z
CREATED:20240923T101831Z
LAST-MODIFIED:20241017T082639Z
UID:10000162-1729593000-1729598400@brpsa.com
SUMMARY:Regulatorische Erwartungen an die Ausbildung
DESCRIPTION:Regulatorische Erwartungen ​an die Ausbildung für Schweizer Banken ​und Finanzinstitute\nWebinar auf Deutsch \n  \n\nZiel des Seminars ist es\, die regulatorischen Erwartungen an die Aus- und Weiterbildung für Schweizer Banken und Finanzinstitute in Erinnerung zu rufen \n  \n\nDie Schulung richtet sich an\n\n\n\n\n\nInstitute\n\n☒ Banken\n☒ Wertpapierhäuser\n☒ Vermögensverwalter\n☒ Trustees\n☐ Verwalter von Kollektivvermögen\n☐ Fondsleitungen\n☐ Kundenberater\n☐ Andere Finanzintermediäre\n\n\n\n\nFunktion\n\n☒ Legal und Compliance\n☒ Risk Management\n☒ Interne Revision\n☐ Client Data Management\n☒ Front\n☐ Asset Management\n☒ HR\n☐ Marketing\n☒ Vorstand\n☐ Sonstige\n\n\n\n\n\n\nInhalt\n\n> Grundlagen der Ausbildungspflicht\n> Gegenstand der Ausbildung\n> Wer muss ausgebildet werden?\n> Organisation der Ausbildung\n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte.
URL:https://brpsa.com/events/regulatorische-erwartungen-an-die-ausbildung/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.22_-Regulatorische-Erwartungen-​an-die-Ausbildung-scaled.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241018T103000
DTEND;TZID=Europe/Zurich:20241018T120000
DTSTAMP:20241017T082508Z
CREATED:20240913T142657Z
LAST-MODIFIED:20241017T082508Z
UID:10000160-1729247400-1729252800@brpsa.com
SUMMARY:Data Archiving\, Storage and Destruction
DESCRIPTION:Data Archiving\, Storage and Destruction\n\nWebinar in English \n\nDocumentation held by financial institutions\, whether internal or pertaining to clients\, must be kept. However\, once the personal data within these files is no longer needed for processing purposes\, it must be erased\, destroyed or anonymised\, as required by law. Financial institutions may find it difficult to balance the demands of financial regulation with those of data protection. This training will be practical\, focusing on concrete examples \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\nFonction\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\nRetention & Archiving Objectives \n\n\n\n\n\n\nData Life Cycles \n\n\n\n\n\n\nRetention & Archiving Periods \n\n\n\n\n\n\nDeletion Procedures \n\n\n\n\n\n\nCase Studies (BRP Signature) \n\n\n\n\n\n  \nMore information about this training? contact us.
URL:https://brpsa.com/events/data-archiving-storage-and-destruction/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/09/2024.10.18_Data-Archiving-Storage-and-Destruction-scaled.jpg
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241015T140000
DTEND;TZID=Europe/Zurich:20241015T153000
DTSTAMP:20240925T073739Z
CREATED:20240913T150529Z
LAST-MODIFIED:20240925T073739Z
UID:10000161-1729000800-1729006200@brpsa.com
SUMMARY:Credits in Cross-border Activities
DESCRIPTION:Credits in Cross-border Activities\nWebinar in English \n \n  \n  \nRecognised for recertification SAQ \n  \n\nCross-border lending requires a comprehensive understanding of the target country’s regulatory framework \nThis training covers the relevant legal and regulatory aspects that a bank must consider for understanding the market access rules (and associated risks) for the cross-border promotion\, offering and granting of credits to clients resident in a foreign country. This is not a country-specific training. Examples from different jurisdictions will be provided \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\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: Credits Department \n\n\n\n\n\n\nContent\n\n\n\n\n\n\n> General Regulatory Framework Governing Cross-border Credit Activities\n\n\n\n\n\n\n> Market Access Rules and Associated Risks\n\n\n\n\n\n\n\n> Financial Regulation\n\nLicensing Requirements for the Promotion and Offering of Credit Services\n\n\n\n\n\n\n\n> Consumer Protection Regulation\n\nApplicability of Foreign Consumer Protection Regulation\nMandatory Consumer Protection Laws\n\n\n\n\n\n\n\n> Foreign Exchange Controls\n\n\nDisbursement\nRepayment\n\n\n\n\n\n\n\n\n\n> Data Protection Regulation\n\n\nApplicability of Foreign Law to Cross-border Activities\nRisk Mitigation Measures\n\n\n\n\n\n\n\n\n\n\n\n> Relevant Tax Aspects Concerning the Lender\n\n\nWithholding Tax\nTaxation on Interest\nPermanent Establishment\nTax Registration / Reporting Obligations\n\n\n\n\n\n\n\n\n\n\n\n\n\n> BRP Country Manual Credits\n\n\nGeneral Presentation of BRP Country Manual Credits\n\n\n\n\n\n\n\n\n\n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/credits-in-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2024/09/Credits-in-cross-border-activities.png
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20241008T103000
DTEND;TZID=Europe/Zurich:20241008T120000
DTSTAMP:20241002T144805Z
CREATED:20240912T080550Z
LAST-MODIFIED:20241002T144805Z
UID:10000158-1728383400-1728388800@brpsa.com
SUMMARY:Data Processing Agreements
DESCRIPTION:Data Processing Agreements: Scope and Best Practices\nWebinar in English \n \n  \n  \nrecognised for recertification SAQ \n\nAccountability is one of the data protection principles. Every financial institution needs to put in place appropriate technical and organisational measures when processing personal data. Such measures include concluding written agreements to ensure that controllers and processors both understand their obligations\, responsibilities and liabilities. Contracts also assist controllers in demonstrating compliance to individuals and regulators. The training will focus on the various data processing agreements required when processing personal data \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☒ 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> Roles \n\n\n\n\n\n\n> Legal and Regulatory Bases \n\n\n\n\n\n\n> Contract Models and Clauses \n\n\n\n\n\n\n> Audit Checklist \n\n\n\n\n\n  \nMore information about this training? contact us.
URL:https://brpsa.com/events/data-processing-agreements/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2024/09/2024.10.14_Data-processing-agreements-1.png
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
END:VCALENDAR