Our Online webinars are hosted on Zoom. When your subscription is completed, you will receive access to our Training Platform as well as the Webinar’s connection details. You will be able to connect to the Webinar 15 minutes before the start of the event. During the Webinar you have the possibility to rise questions using the chat.
Cooperation with third parties - Cross-border aspects Webinar in English Recognised for the SAQ recertification The training aims to show how cross-border risks can be managed when cooperating with third parties. Types of activities: recommending clients, introduction of the custodian bank to foreign clients The training is addressed to Institution ☒ Banks ☒ […]
China - Cross-border activities Webinar in English Recognised for recertification SAQ This 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, cooperation with third […]
Aspect cross-border dans la coopération avec des tiers Webinaire en français La formation vise à présenter comment maîtriser les risques transfrontaliers lors de la coopération avec des tiers, type d'activités : recommandation de clients, introduction de la banque dépositaire auprès de clients étrangers Reconnu pour la recertification SAQ La formation s'adresse à Institution […]
United Kingdom - Cross-border activities Webinar in English Recognised for recertification SAQ UK 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 is addressed to Institution ☒ Banks […]
Zusammenarbeit mit Drittparteien Webinar auf Deutsch SAQ Anerkennung der Rezertifizierung Cross-border Risiken und Massnahmen zur Risikominderung bei der Zusammenarbeit von Finanzintermediären mit Drittparteien Die Schulung richtet sich an Institution ☒ Banken ☒ Wertpapierfirmen ☒ Vermögensverwalter ☒ Treuhänder ☐ Verwalter von Kollektivvermögen ☐ Fondsleitungen ☒ Kundenberater ☐ Sonstige Finanzintermediäre Funktion ☒ Recht und Compliance ☒ Risikomanagement […]
Marketing, Events, and Use of Social Media Webinar in English The 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 […]
Fallstudien zum Datenschutz und Bankgeheimnis Webinar auf Deutsch Die Grundsätze des Datenschutzes und des Bankgeheimnisses gelten für gleiche Sachverhalte, aber welcher Grundsatz gilt bei der Bearbeitung von Personendaten? In dieser zweiten Schulung zum Thema Datenschutz befasst sich BRP mit diesen Grundsätzen und veranschaulicht sie mit praktischen Beispielen und Verweisen auf die Rechtsprechung. Die Schulung […]
Distribution of investment schemes, structured products and related aspects of the Swiss Financial Market Regulation Webinar in English Recognised for the SAQ recertification The objective of this webinar is to provide an overview of the distribution of Swiss and foreign collective investment schemes and structured products under the applicable law. It will focus on the […]
Italy - Cross-border activities Webinar in English Italian 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 is addressed to Institution ☒ Banks ☒ Securities firms ☒ Asset […]
Portugal - Cross-border activities Webinar in English Recognised for the SAQ recertification This training covers the regulatory framework for financial activities towards Portugal from a third country The training is addressed to Institution ☒ Banks ☒ Securities firms ☒ Asset managers ☐ Trustees ☐ Managers of collective assets ☐ Fund management companies ☒ Client […]
Belgium - Cross-border activities Webinar in English Recognized for SAQ recertification The training aims to present the Belgian cross-border rules governing financial promotion and advertising in banking and investment services, the negotiation of financial services contracts, the provision of banking and investment services, cooperation with third parties, as well as data protection rules and […]
Marketing, Events und die Verwendung von Social Media Webinar auf Deutsch Anerkannt für die SAQ -Rezertifizierung Ziel des Webinars ist es, den bestehenden Regulierungsrahmen in der EU sowie die Praxis der ESMA im obengenannten Bereich zu verstehen, insbesondere hinsichtlich Der Verbreitung von Marketingmaterial Der Nutzung von sozialen Medien durch Finanzintermediäre Der Organisation von […]
