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DTSTART;TZID=Europe/Zurich:20240627T103000
DTEND;TZID=Europe/Zurich:20240627T120000
DTSTAMP:20240610T123008Z
CREATED:20240521T144918Z
LAST-MODIFIED:20240610T123008Z
UID:10000145-1719484200-1719489600@brpsa.com
SUMMARY:Kontakt- und nachrichtenlose Vermögen
DESCRIPTION:Kontakt- und nachrichtenlose Vermögen\nWebinar auf Deutsch \n  \n \nSAQ Anerkennung der Rezertifizierung \n\nDieses Webinar soll die regulatorischen Grundlagen und Anforderungen für den Umgang einer Schweizer Bank mit nachrichtenlosen Vermögenswerten beleuchten und erläutern. Bezug wird genommen wird dabei insbesondere auch auf die revidierten «Narilo-Richtlinien» der Schweizer Bankiersvereinigung SBVg vom Mai 2022. Das Webinar beinhaltet ausserdem kurze Fallstudien zum Thema \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☐ Mitglieder von Leitungsgremien\n☐ Sonstige\n\n\n\n\n\n\nInhalt\n\n\n\n\n\n\n> Einführung\n \n> Rechtsgrundlagen und Definitionen \n> Pflichten einer Bank in Bezug auf nachrichtenlose Vermögenswerte\n \n> Praktisches \n\n\n\n\n\n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte.
URL:https://brpsa.com/events/kontakt-und-nachrichtenlose-vermogen/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/05/2024.06.27_Kontakt-und-nachrichtenlose-Vermogen-2-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240613T103000
DTEND;TZID=Europe/Zurich:20240613T120000
DTSTAMP:20240528T072336Z
CREATED:20240429T153354Z
LAST-MODIFIED:20240528T072336Z
UID:10000141-1718274600-1718280000@brpsa.com
SUMMARY:Egypt - Cross-border activities
DESCRIPTION:Egypt –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ \n \n\nThis training covers the regulatory framework for financial activities towards Egypt from a third country including Egypt’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\nFonction\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\nUpstream Withholding Tax\nTaxation of Financial Products\nExamples\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/egypt-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.06.13_Egypt-Cross-border-Activities-1-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240612T103000
DTEND;TZID=Europe/Zurich:20240612T120000
DTSTAMP:20240912T092625Z
CREATED:20240429T151515Z
LAST-MODIFIED:20240912T092625Z
UID:10000140-1718188200-1718193600@brpsa.com
SUMMARY:Australia - Cross-border activities
DESCRIPTION:Australia –  Cross-border activities\nWebinar in English \n\nRecognised for recertification SAQ  \nThis training covers the regulatory framework for financial activities towards Australia from a third country including Australia’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)\, and data protection relevant risks and mitigation measures\n  \nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks ☒ Securities firms ☒ Asset managers ☐ Trustees ☐ Managers of collective assets ☐ Fund management companies ☒ Client advisors ☐ Other financial intermediaries \n \n\n\n\nFonction\n☒ Legal and Compliance ☒ Risk management ☐ Internal audit ☐ Central file ☒ Front ☐ Asset Management ☐ HR ☒ Marketing ☒ BoD ☐ Other \n\n\n\n\n  \nContent\n\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\n\nProvision of services (EO\, Advisory\, Discretionary)\nDistribution / Placement of Financial Products\nReporting activities\nCooperation with third parties\n\nFinders\nBusiness introducers\nEAMs\n\nData Protection \n\nApplicability of the Privacy Act and other regulations related to data protection\nRisks and risk mitigation measures\n\nCase studies (Signature BRP)\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/australia-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.06.12_Australia-Cross-border-Activities-2-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240606T103000
DTEND;TZID=Europe/Zurich:20240606T120000
DTSTAMP:20240528T072117Z
CREATED:20231201T102244Z
LAST-MODIFIED:20240528T072117Z
UID:10000089-1717669800-1717675200@brpsa.com
SUMMARY:Issues in intra-EU - Cross-border Activities
DESCRIPTION:Issues in intra-EU – Cross-border Activities\nWebinar in English \n\nRecognised for the SAQ recertification \n \n  \nThe European single market offers great business opportunities. However\, the offer and provision of intra-European financial services based on the freedom to provide services is not without its challenges. Understanding how to act in full compliance with cross-border rules within the single market is the challenge of our training course \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  \n\n\n\n\n  \n\n\n  \nContent\n\n\n\n\n> Introduction\n\n\n> Freedom to Provide Services\n\n\n> Passporting of Financial Services\n\n\n> Provision of Financial Services based on a Cross-border Passport \n\nPrinciple of mutual recognition\nHome country rules principle\nRestrictions\n\n\n\n\n> General Good Provisions\n\n\n> Private International Law \n\nApplicable law\nMandatory consumer protection rules of target country\nOther barriers\n\n\n\n\n> Conclusions\n\n\n> Key Recommendations\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/issues-in-intra-eu-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2023/12/2024.06.06_Issues-in-intra-EU-cross-border-activities-1-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240604T103000
DTEND;TZID=Europe/Zurich:20240604T120000
DTSTAMP:20240506T060928Z
CREATED:20240429T132453Z
LAST-MODIFIED:20240506T060928Z
UID:10000138-1717497000-1717502400@brpsa.com
SUMMARY:Fragen bei intra-EU Cross-border Aktivitätenim Finanzbereich
DESCRIPTION:Fragen bei intra-EU Cross-border Aktivitätenim Finanzbereich\nWebinar auf Deutsch \nSAQ Anerkennung der Rezertifizierung \n \n\nDas Webinar befasst sich mit den rechtlichen Herausforderungen\, mit denen sich EU-Finanzinstitute bei der Erbringung von Cross-border-Finanzdienstleistungen mittels eines Passports von einem EU-Mitgliedstaat in einen anderen konfrontiert sehen \n\nDie Schulung richtet sich an\n\n\n\n\n\n\nInstitution\n☒ Banken \n☒ Wertpapierfirmen \n☒ Vermögensverwalter \n☐ Trustees\n☐ Verwalter von Kollektivvermögen \n☐ Fondsleitungen \n☒ Kundenberater \n☒ Sonstige Finanzintermediäre \n\n\n\n\n\nFunktion\n☒ Legal und Compliance\n☒ Risikomanagement\n☒ Interne Revision\n☐ Zentraldatei\n☒ Front\n☒ Asset Management\n☒ HR\n☒ Marketing\n☒ Verwaltungsrat\n☒ Sonstiges \n\n\n\n\n\n\nInhalt\n\n\n\n\n\n\n> Einführung \n\n\n\n\n\n\n> Freier Dienstleistungsverkehr \n\n\n\n\n\n\n> Passporting von Finanzdienstleistungen \n\n\n\n\n\n\n> Erbringung von Finanzdienstleistungen auf Grundlage eines Europäischen Passes \n\nGrundsatz der gegenseitigen Anerkennung\nHerkunftslandprinzip\nEinschränkungen\n\n\n\n\n\n\n\n> Normen des Allgemeininteresses \n\n\n\n\n\n\n> Internationales Privatrecht \n\nAnwendbares Recht\nZwingende Verbraucherschutzvorschriften des Ziellandes\n\n\n\n\n\n> Schlussfolgerungen\n\n\n\n> Empfehlungen\n\n\n\n\n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte .
URL:https://brpsa.com/events/fragen-bei-intra-eu-cross-border-aktivitaten-im-finanzbereich/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.06.04_Fragen-bei-​intra-EU-Cross-border-Aktivitaten​im-Finanzbereich​-2-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240528T103000
DTEND;TZID=Europe/Zurich:20240528T120000
DTSTAMP:20240501T070638Z
CREATED:20240423T084212Z
LAST-MODIFIED:20240501T070638Z
UID:10000136-1716892200-1716897600@brpsa.com
SUMMARY:Cooperation with third parties
DESCRIPTION:Cooperation with third parties – Cross-border aspects\nWebinar in English \nRecognised for the SAQ recertification \n \n\nThe 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\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\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\nRegulatory\, Tax\, Financial\, Civil\, Reputational\, others\n\n\n\n\n\n\n\nRisk Mitigation Measures\n\n\nCura in eligendo\, contraendo et custodiendo\nKnowledge and training\nIndependency of the parties\nScope of activities\nExclusivity clauses\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/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.05.23_Cooperation-with-Third-Parties-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240523T103000
DTEND;TZID=Europe/Zurich:20240523T120000
DTSTAMP:20240523T080704Z
CREATED:20240422T143153Z
LAST-MODIFIED:20240523T080704Z
UID:10000134-1716460200-1716465600@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\, cooperation with third parties (finders\, business introducers and EAMs)\, and data protection relevant risks and mitigation measures\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\nFonction\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 (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\n\nData Protection\n\n\nApplicability of Chinese Data Protection Act\nRisks and risk mitigation measures\n\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/china-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.05.23_China-Cross-border-activities-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240521T103000
DTEND;TZID=Europe/Zurich:20240521T120000
DTSTAMP:20240515T164439Z
CREATED:20230613T094735Z
LAST-MODIFIED:20240515T164439Z
UID:10000048-1716287400-1716292800@brpsa.com
SUMMARY:Aspects Cross-Border dans la Coopération avec des Tiers
DESCRIPTION:Aspect cross-border dans la coopération avec des tiers\nWebinaire en français \n\nLa 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\nReconnu pour la recertification SAQ \n \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☐ 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\nLa coopération avec des tiers\n\nFinders\nApporteurs d’affaires\nGérants de fortune indépendants (EAMs)\nAgents liés\n\n\n\n\n\n\n\n\nConcept of Distribution Cadre réglementaire – limites en matière de\n\n\nPromotion des services et des produits financiers\nDistribution des publications de la banque dépositaires : analyse macroéconomique\, analyse financière\, etc.\nB2B vs B2C\nRémunération\n\n\n\n\n\n\n  \nPour plus d’informations sur ce formation\, contactez-nous.
URL:https://brpsa.com/events/aspects-cross-border/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2023/06/2024.05.21_Aspects-cross-border-​dans-la-cooperation-avec-des-tiers-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240508T103000
DTEND;TZID=Europe/Zurich:20240508T120000
DTSTAMP:20240502T121659Z
CREATED:20240416T151306Z
LAST-MODIFIED:20240502T121659Z
UID:10000130-1715164200-1715169600@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\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\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\nCase Studies (signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/uk-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.05.07_UK-cross-border-activities-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240507T103000
DTEND;TZID=Europe/Zurich:20240507T120000
DTSTAMP:20240430T141540Z
CREATED:20240416T131650Z
LAST-MODIFIED:20240430T141540Z
UID:10000128-1715077800-1715083200@brpsa.com
SUMMARY:Zusammenarbeit mit Drittparteien
DESCRIPTION:Zusammenarbeit mit Drittparteien\nWebinar auf Deutsch \nSAQ Anerkennung der Rezertifizierung \n \n\nCross-border Risiken und Massnahmen zur Risikominderung bei der Zusammenarbeit von Finanzintermediären mit Drittparteien\n  \n\nDie Schulung richtet sich an\n\n\n\n\n\n\nInstitution\n☒ Banken \n☒ Wertpapierfirmen \n☒ Vermögensverwalter \n☒ Treuhänder \n☐ Verwalter von Kollektivvermögen \n☐ Fondsleitungen \n☒ Kundenberater \n☐ Sonstige Finanzintermediäre \n\n\n\n\n\nFunktion\n☒ Recht und Compliance\n☒ Risikomanagement\n☒ Interne Revision\n☐ Zentraldatei\n☒ Front\n☒ Asset Management\n☐ HR\n☐ Marketing\n☒ Verwaltungsrat\n☐ Sonstiges \n\n\n\n\n\n\nInhalt\n\n\n\n\n\n\n> Einleitung \n\nDefinition und Zweck\nTypische Ausgestaltungen von Zusammenarbeit mit Drittparteien\n\n\n\n\n\n\n\n> Einsatz von Drittparteien \n\nBedingungen für die Zusammenarbeit\nKooperationsvereinbarungen\n\n\n\n\n\n\n\n> Cross-border-Risiken \n\nRegulatorische\, steuerliche\, finanziellle\, zivilrechtliche\, Reputations- und andere Risiken\n\n\n\n\n\n\n\n> Massnahmen zur Risikominderung \n\nCura in eligendo\, contraendo et custodiendo\nKnow-how und Ausbildung\nUnabhängigkeit der Drittparteien\nTätigkeitsbereich\nExklusivitätsvereinbarungen\nVergütungsformen\, Interessenkonflikte etc.\n\n\n\n\n\n\n\n> Gebundene Vermittler (Tied Agents) \n\n\n\n\n\n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte .
URL:https://brpsa.com/events/zusammenarbeit-mit-drittparteien-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.05.07_Zusammenarbeit-mit-Drittparteien-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240426T103000
DTEND;TZID=Europe/Zurich:20240426T120000
DTSTAMP:20240422T135315Z
CREATED:20240411T131318Z
LAST-MODIFIED:20240422T135315Z
UID:10000125-1714127400-1714132800@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:Marketing\, Events\, and Use of Social Media\nWebinar in English \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\nFonction\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-the-use-of-social-media/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/04/2024.04.04_Marketing-Events-and-use-of-Social-Media-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240423T103000
DTEND;TZID=Europe/Zurich:20240423T120000
DTSTAMP:20240422T151538Z
CREATED:20240326T075231Z
LAST-MODIFIED:20240422T151538Z
UID:10000084-1713868200-1713873600@brpsa.com
SUMMARY:Fallstudien zum Datenschutz und Bankgeheimnis
DESCRIPTION:  \nFallstudien zum Datenschutz und Bankgeheimnis  \nWebinar auf Deutsch \n\nDie Grundsätze des Datenschutzes und des Bankgeheimnisses gelten für gleiche Sachverhalte\, aber welcher Grundsatz gilt bei der Bearbeitung von Personendaten? \nIn 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 wird die Themen Datensammlung\, Datennutzung\, Datenspeicherung und Datenübertragung vertiefen. Wir werden auch verschiedene Situationen bei Anträgen auf Auskunft und interne Verfahren ansprechen. Ziel ist es\, anhand konkreter Fälle die Unterschiede und Gemeinsamkeiten des Bankgeheimnisses und des Schutzes von Personendaten herauszuarbeiten \n  \n  \nDer Kurs richtet sich an\n\n\n\n\n\n\nInstitute\n☒ Banken\n☒ Wertpapierhäuser\n☒ Vermögensverwalter\n☒ Trustees\n☒ Verwalter von Kollektivvermögen\n☒ Fondsleitungen\n☒ Kundenberater\n☒ Andere Finanzintermediäre \n\n\n\n\n\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\n\n\n\n\n\nKursinhalt\n\n\n\n\n\n\nLex generalis und lex specialis\n\n\n\n\n\n\n\nFallbeispiele aus der Praxis und Kollision der Gesetze\n\n\n\n\n\nBeurteilung von Best Practices seit dem Inkrafttreten des DSG vor sechs Monaten\n\n\n\n\n  \nFür weitere Informationen zu diesem Kurs kontaktieren\, Sie uns bitte \n 
URL:https://brpsa.com/events/fallstudien-zum-datenschutz-und-bankgeheimnis/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.23_Fallstudien-zum-Datenschutz-und-Bankgeheimnis-1.jpg
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240417T103000
DTEND;TZID=Europe/Zurich:20240417T120000
DTSTAMP:20240417T075127Z
CREATED:20240320T101755Z
LAST-MODIFIED:20240417T075127Z
UID:10000116-1713349800-1713355200@brpsa.com
SUMMARY:Distribution of investment schemes and structured products
DESCRIPTION:Distribution of investment schemes\, structured products and related aspects of the Swiss Financial Market Regulation\nWebinar in English \n\nRecognised for the SAQ recertification \n \n  \nThe 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 requirements for distributors and the rules of conduct to be observed in connection with distribution and the products to be distributed \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\n\nFonction\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\nSwiss Regulatory Framework for the Provision of Financial Services\n\n\n\n\n\n\n\nConcept of Distribution\n\n\nDistribution as an offer\nDistribution as a financial service\nDistribution as advertising\n\n\n\n\n\n\n\n\nImplications (of an offer\, a financial service and advertising)\n\n\n\n\n\n\n\n\nFurther Related Aspects\n\n\n\n\n\n\nFinancial Regulation\n\n\nProspectus requirements\nKey Information Document\nRetrocessions\n\n\n\n\n\n\n\n\nPractical Implication\n\n\nDistribution of investment funds and structured products\n\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/distribution-of-investment-schemes/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.17_Concept-of-distribution.jpg
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240416T140000
DTEND;TZID=Europe/Zurich:20240416T153000
DTSTAMP:20240410T062131Z
CREATED:20240321T103901Z
LAST-MODIFIED:20240410T062131Z
UID:10000118-1713276000-1713281400@brpsa.com
SUMMARY:Italy - Cross-border activities
DESCRIPTION:Italy –  Cross-border activities\nWebinar in English \n\nItalian 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\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\nFonction\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 (EA\, Advisory\, Discretionary)\n\n\n\n\n\n\n\n \n\n\n\n\n\n\nMarket Access Rules and Associated Risks\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 crdit cards\, Lombard loans\n\n\n\n\n\n\n \n\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n \n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\n\n \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\n\n\n\n\n\nReporting Activities\n\n\n\n\n\n\n \n\n\n\n\n\n\nCase Studies (signature BRP)\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\nData Protection\n\n\nApplicability of EU GDPR and the Italian Personal Data Protection Code\nRisks and risks mitigation measures\n\n\n\n\n\n\n\n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/italy-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.16_Italy-Cross-border-activities.jpg
ORGANIZER;CN="Daria Brughelli":MAILTO:dbr@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240416T103000
DTEND;TZID=Europe/Zurich:20240416T120000
DTSTAMP:20240412T122914Z
CREATED:20240320T110333Z
LAST-MODIFIED:20240412T122914Z
UID:10000117-1713263400-1713268800@brpsa.com
SUMMARY:Portugal - Cross-border activities
DESCRIPTION:Portugal –  Cross-border activities\nWebinar in English \n\n  \nRecognised for the SAQ recertification \n \nThis training covers the regulatory framework for financial activities towards Portugal from a third country \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\nFonction\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\n\n\n\n\n\n\nProspecting\n\n\n\n\n\n\n\n\nNegotiation\n\n\n\n\n\n\nProvision of services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\n\n\n\nCooperation with Third Parties \n\n\n\n\n\n\n\n\nReporting Activities\n\n\n\n\n\n\n\nData Protection\n\n\n\n\n\n\n\nCase studies (signature BRP)\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 and other Taxes\nTaxation of Financial Products \n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/portugal-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.16_Portugal-Cross-border-activities.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240411T103000
DTEND;TZID=Europe/Zurich:20240411T120000
DTSTAMP:20240410T060016Z
CREATED:20240321T125422Z
LAST-MODIFIED:20240410T060016Z
UID:10000119-1712831400-1712836800@brpsa.com
SUMMARY:Belgium - Cross-border activities
DESCRIPTION:Belgium – Cross-border activities\nWebinar in English \n\n  \nRecognized for SAQ recertification \n \nThe 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 associated risks. An overview of relevant Belgian tax aspects will conclude the training \n\nThe training is aimed at\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Securities houses\n☒ Asset managers\n☐ Trustees\n☐ Collective asset managers\n☐ Fund management companies\n☒ Client advisors\n☐ Other financial intermediaries \n\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\n☒ Marketing\n☒ Board of Directors\n☐ Others \n\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\n\n\nProspecting\n\n\nOnboarding new clients\n\n\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\n\n\nProvision of Services (EO\, Advisory\, Discretionary)\n\n\n\n\n\n\nDistribution / Placement of Financial Products\n\n\n\n\n\n\nCooperation with Third Parties\n\nFinders\nBusiness introducers\nEAMs\n\n\n\n\n\n\n\nReporting Activities\n\n\n\n\n\n\nData Protection\n\nApplicability of EU GDPR and Belgium Act\nRisks and risk mitigation measures\n\n\n\n\n\n\n\nCase Studies (Signature BRP)\n\n\n\n\n\n\nOverview of relevant tax aspects (by BRP Tax)\n\nGeneral Tax Principles\nTaxation of Income\nInheritance Tax & Gift Tax\nUpstream Withholding Tax\nTaxation of Financial Products\nExamples\n\n\n\n\n\n\n  \nFor more information about this webinar\, please contact us .
URL:https://brpsa.com/events/belgium-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/03/2024.04.11_Belgium-Cross-border-Activities.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240328T103000
DTEND;TZID=Europe/Zurich:20240328T120000
DTSTAMP:20240328T100807Z
CREATED:20240214T112801Z
LAST-MODIFIED:20240328T100807Z
UID:10000113-1711621800-1711627200@brpsa.com
SUMMARY:Marketing\, Events und die Verwendung von Social Media
DESCRIPTION:Marketing\, Events und die Verwendung von Social Media\nWebinar auf Deutsch \n\n  \nAnerkannt für die SAQ -Rezertifizierung \n \n  \nZiel des Webinars ist es\, den bestehenden Regulierungsrahmen in der EU sowie die Praxis der ESMA im obengenannten Bereich zu verstehen\, insbesondere hinsichtlich \n\nDer Verbreitung von Marketingmaterial\nDer Nutzung von sozialen Medien durch Finanzintermediäre\nDer Organisation von Marketingveranstaltungen\nSponsoring\n\n  \nWährend des Webinars werden auch folgende Themen erörtert: \n\nDie Praxis der Branche und die aktuellen Trends zur Steigerung der Markenbekanntheit\nVorschriften in anderen Rechtsordnungen als der EU\nPraktische Beispiele und Anwendungsfälle\n\n  \n\nDie Schulung richtet sich an\n\nInstitution\n☒ Banken \n☒ Wertpapierfirmen \n☒ Vermögensverwalter \n☒ Treuhänder \n☒ Verwalter von Kollektivvermögen \n☒ Fondsleitungen \n☒ Kundenberater \n☒ Sonstige Finanzintermediäre \nFunktion\n☒ Recht und Compliance \n☒ Risikomanagement \n☐ Interne Revision \n☐ Zentraldatei \n☒ Front \n☒ Asset Management \n☐ HR \n☐ Marketing \n☐ Verwaltungsrat \n☐ Sonstiges \n  \n\nInhalt\n\nEinleitung \nEuropäischer Rechtsrahmen betreffend Marketing und andere Mitteilungen \n\nMiFID II – Markets in Financial Instruments\nMAR – Market Abuse Regulation\nMiCA – Markets in Crypto-Assets\n\n  \nBesonderheiten bei Cross-border-Marketing und anderen Mitteilungen \n\nRisiken\, Beschränkungen und Anforderungen\nKommunikation an die Öffentlichkeit\nKommunikation an bestehende Kunden\n\n  \nEvents und Social Media \n\nEinladungen und Durchführung von Events\nVerwendung von Social Media\nZusammenarbeit mit Influencern\n\n  \n  \nFür weitere Informationen zu diesem Webinar kontaktieren Sie uns bitte .
URL:https://brpsa.com/events/marketing-events-und-die-verwendung-von-social-media/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2024.03.28_Marketing-Events-und-die-Verwendung.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240319T103000
DTEND;TZID=Europe/Zurich:20240319T120000
DTSTAMP:20240227T154816Z
CREATED:20240214T103041Z
LAST-MODIFIED:20240227T154816Z
UID:10000108-1710844200-1710849600@brpsa.com
SUMMARY:Credits in cross-border activities
DESCRIPTION:Credits in cross-border activities\nWebinar in English \n  \nRecognised for the SAQ recertification \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  \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\n\nContent\n> General regulatory framework governing cross-border credit activities \n\n> Market access rules and associated risks \n\n> Financial regulation\n \nLicensing requirements for the promotion and offering of credit services \n  \n> Consumer protection regulation \nApplicability of foreign consumer protection regulation \n  \n> Foreign exchange controls \nDisbursement \nRepayment \n  \n> Data protection regulation \nApplicability of foreign law to cross-border activities \nRisk mitigation measures \n  \n> Relevant tax aspects concerning the lender \nWithholing tax \nTaxation on interest \nPermanent establishment \nTax registration / Reporting obligations \n  \n> BRP Country Manual Credits \nGeneral presentation of BRP Country Manual Credits \n  \n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/credits-in-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2024-03-19_Credits-in-cross-border-activities.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240314T103000
DTEND;TZID=Europe/Zurich:20240314T120000
DTSTAMP:20240301T060831Z
CREATED:20240214T094233Z
LAST-MODIFIED:20240301T060831Z
UID:10000106-1710412200-1710417600@brpsa.com
SUMMARY:Marketing\, événements et utilisation des médias sociaux
DESCRIPTION:Marketing\, événements et utilisation des médias sociaux\nWebinaire en françaois \n  \nReconnu pour la recertification SAQ  \n \n  \nLa formation vise à présenter le cadre réglementaire existant dans l’UE\, la pratique de l’ESMA ainsi que les normes internationales à venir \n  \n\n\nThe training is addressed to\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Asset managers\n☐ Trustees\n☐ Gestionnaire d’actifs collectifs\n☒ Directions de fonds\n☒ Conseillers à la clientèle\n☒ Autres intermédiaires financiers \nFonction\n☒ Legal et 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\nContent\n > Introduction \n> MiFID II \n\nDéfinitions : conseil en investissement\, actes préparatoires\, conseil sur les instruments financiers adressé au grand public\, conseil générique sur un type d’instrument financier\, recherche en investissement et analyse financière\, communication marketing\n\n> MiCA \n\nCommunication commerciale relative à une offre au public de crypto-actifs\, autorisation des fournisseurs de services de crypto-actifs (VASP)\, exception de la reverse solicitation\, pouvoir d’intervention de l’ESMA\, de l’EBA et des NCAs\n\n> MAR \n\nDéfinitions : Informations recommandant ou suggérant une stratégie d’investissement\, recommandations d’investissement\, exigences organisationnelles\n\n> ESMA \n\nLignes directrices sur la Reverse Solicitation et l’utilisation des médias sociaux\n\n> Contraintes organisationnelles \n\nContrôles requis et implication de la Direction générale\nLes attentes de l’ESMA et des NCAs\nLa future réglementation\n\n> Distribution de la documentation au public par rapport aux clients existants \n\nDocumentation macro-économique\nAnalyse financière et recherche sur les investissements\n\n> Évènements et médias sociaux \n\nComment s’organiser\nInfluencers\n\n> Intra UE : Règle de pré commercialisation des fonds alternatifs \n\nApplicabilité\nDéfinition de pré-marketing\, conditions de pré-marketing\nProcédure/formalités de notification préalable à la mise sur le marché\, reverse solicitation\nCommunications marketing\n\n  \nPour plus d’informations sur ce webinaire\, veuillez contactez-nous
URL:https://brpsa.com/events/marketing-evenements-et-utilisation-des-medias-sociaux/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2024.03.14_Marketing-evenement-et-utilisation-des-social-media.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240226T103000
DTEND;TZID=Europe/Zurich:20240226T120000
DTSTAMP:20240215T131516Z
CREATED:20240122T160306Z
LAST-MODIFIED:20240215T131516Z
UID:10000100-1708943400-1708948800@brpsa.com
SUMMARY:Sweden - Cross-border Activities
DESCRIPTION:Sweden – Cross-border Activities\nWebinar in English \n  \nRecognised for the SAQ recertification \n \n  \nThis training covers the regulatory framework for financial activities toward Sweden from a third country \n  \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\n\nContent\nRegulatory framework governing \n\n\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n\n\nProspecting \n\n\n\nSolicitation of banking and investment services to new clients\nSolicitation of new or additional services to existing client\nDebit and Credit cards\, Lombard loans and e-Banking\n\n\n\nNegotiation \n\n\n\nAccount opening\nAdvisory and Discretionary asset management agreements\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary) \nDistribution / Placement of Financial Products \nCooperation with third Parties \n\n\n\nFinders\nBusiness introducers\nEAM\n\n\n\nReporting Activities \nData Protection \n\n\n\nApplicability of EU GDPR and Swedish Data Protection Act\nRisks and risk mitgation measures\n\n\n\nCase Studies (Signature BRP) \nOverview of relevant tax aspects (by BRP Tax) \n\n\n\nGeneral Tax Principles\nTaxation of Income\nTaxation of Financial Products\n\n\n\n  \nFor more information on this webinar\, please contact us
URL:https://brpsa.com/events/sweden-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2024.02.26_Sweden-Cross-border-Activities.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240206T103000
DTEND;TZID=Europe/Zurich:20240206T120000
DTSTAMP:20240130T145436Z
CREATED:20240125T144030Z
LAST-MODIFIED:20240130T145436Z
UID:10000101-1707215400-1707220800@brpsa.com
SUMMARY:Austria - Cross-border Activities
DESCRIPTION:Austria – Cross-border Activities\nWebinar in English \n  \nRecognised for the SAQ recertification \n \n  \nThis training covers the regulatory framework for financial activities toward Austria from a third country \n  \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\n\nContent\nRegulatory framework governing cross-border activities \n\n\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n\n\nProspecting \n\n\n\nSolicitation of banking and investment services to new clients\nSolicitation of new or additional services to existing client\nDebit and Credit cards\, Lombard loans and e-Banking\n\n\n\nNegotiation \n\n\n\nAccount opening\nAdvisory and Discretionary asset management agreements\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary) \nDistribution / Placement of Financial Products \nCooperation with third Parties \n\n\n\nFinders\nBusiness introducers\nEAM\n\n\n\nReporting Activities \nCase Studies (Signature BRP) \nOverview of relevant tax aspects \n\n\n\nGeneral Tax Principles\nTaxation of Income\nTaxation of Financial Products\n\n\n\n  \nFor more information on this webinar\, please contact us
URL:https://brpsa.com/events/austria-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/01/2024.02.06_Austria-Cross-border-Activities-1-scaled-e1706193568540.jpg
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240202T143000
DTEND;TZID=Europe/Zurich:20240202T153000
DTSTAMP:20240202T132729Z
CREATED:20240119T142746Z
LAST-MODIFIED:20240202T132729Z
UID:10000098-1706884200-1706887800@brpsa.com
SUMMARY:Argentina - Outlook 2024
DESCRIPTION:Argentina – Outlook 2024\nWebinar in English \nDear Client\, \nBRP Bizzozero & Partners SA\, BRP Tax and Allende & Brea are pleased to invite you to the webinar: \nOn December 27th\, 2023\, the Administration of President Javier Milei submitted to Congress a very extensive Bill ‘Bases and Starting Points for the Freedom of the Argentine People’. The Bill declares the situation of emergency\, provides for the delegation of legislative powers to the Executive Branch and proposes important high-impact reforms\, including economic and tax reforms among many others. The Bill is currently being discussed during extraordinary sessions held by Congress until the end January 2024. \nAgainst this backdrop\, this webinar is an opportunity to look at the first measures taken by the new Argentine Administration and discuss with our local experts about the expected developments in the financial sector and explore potential opportunities for the industry. \n  \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\n\nContents\n> Economic Deregulation and its implications and opportunities for foreign financial services providers\n> Cross-border business in/into Argentina\n> Foreign exchange and Central Bank regulations \n> Tax reform and Assets Disclosure Bill (Moratorium Common provisions for Advisory and Brokerage services) \n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/argentina-outlook-2024/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/01/2024.00.00_Argentina-Outlook-2024-scaled.jpg
ORGANIZER;CN="Jorge I. Mayora":MAILTO:contact@allende.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240125T103000
DTEND;TZID=Europe/Zurich:20240125T120000
DTSTAMP:20240122T160820Z
CREATED:20240109T075859Z
LAST-MODIFIED:20240122T160820Z
UID:10000097-1706178600-1706184000@brpsa.com
SUMMARY:Luxembourg - Cross-border Activities
DESCRIPTION:Luxembourg – Cross-border Activities\nWebinar in English \n  \nRecognised for the SAQ recertification \n \n  \nThe training aims to present Luxembourg cross-border rules governing financial promotion and advertising relating to banking and investment services\, negotiation of financial agreements\, provision of banking and investment services\, distribution and placement of financial products\, cooperation with third parties\, as well as data protection rules and related risks \n  \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\n\nContent\nRegulatory framework governing \n\n\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\n\n\nProspecting \n\n\n\nOnboarding new clients\n\n\n\nNegotiation \n\n\n\nAccount opening\nAdvisory and Discretionary asset management agreements\nDebit and Credit cards\, Lombard loans and e-Banking\n\n\n\nProvision of Services (EO\, Advisory\, Discretionary) \nDistribution / Placement of Financial Products \nCooperation with third Parties \n\n\n\nFinders\nBusiness introducers\nEAM\n\n\n\nReporting Activities \nData Protection \n\n\n\nApplicability of EU GDPR and Luxembourg Act\nRisks and risk mitigation measures\n\n\n\nCase Studies (Signature BRP) \n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/luxembourg-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/01/Luxembourg-Cross-border-Activities-2024.01.24-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20240116T103000
DTEND;TZID=Europe/Zurich:20240116T120000
DTSTAMP:20231221T082313Z
CREATED:20231211T141325Z
LAST-MODIFIED:20231221T082313Z
UID:10000092-1705401000-1705406400@brpsa.com
SUMMARY:Case Studies on Data Protection and Banking Secrecy
DESCRIPTION:  \nCase Studies on Data Protection and Banking Secrecy\nWebinar in English \n  \nSince 1 September\, banks have been applying the new provisions of the FADP. We have put together a collection of real-life cases relating to the obligations of banking secrecy and data protection. This webinar is open to all those who need to implement the FADP in their practice. It follows on from the first general training course given by BRP and will go into the topics in greater depth \n  \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\nContent\n  \n> Detailed training on implementing the legal requirements of the FADP\n> Real-life cases relating to banking secrecy obligations\n> Assessment of best practices following the entry into force of the law four months ago\n\nFor more information on this webinar\, please contact us. \n 
URL:https://brpsa.com/events/case-studies-on-data-protection-and-banking-secrecy/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2023/12/Case-Studies-on-Data-Protection-and-Banking-Secrecy-2024.01.16-scaled-e1702622131902.jpg
ORGANIZER;CN="Caroline Perriard":MAILTO:cpe@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20231220T140000
DTEND;TZID=Europe/Zurich:20231220T153000
DTSTAMP:20231211T100446Z
CREATED:20231204T094543Z
LAST-MODIFIED:20231211T100446Z
UID:10000091-1703080800-1703086200@brpsa.com
SUMMARY:Distribution of UCITS and AIFs in/into the EEA
DESCRIPTION:Distribution of UCITS and AIFs in/into the EEA \nWebinar in English \n  \nRecognised for the SAQ recertification \n \n  \nIn this webinar we will look at the different types of funds in the EEA and the issues related to the distribution of these funds within the EEA (as well as cross-border into the EEA). We will also discuss the current legislative proposals (AIFMD II\, UCITS VI) \n  \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\n\nContent\nSwitzerland Collective investment schemes in the EEA (Overview) \n\nDefinition of UCITS and AIFs\nUCITS and AIFM Directives\n\nCross-border distribution of UCITS and AIFs\n\nWho can market UCITS and AIFs within the EEA?\n(Pre-)Marketing of AIFs\nNational Private Placement Exemptions (NPPRs)\nMarketing out of a third-country\n\nMandatory product documentation requirements\nLegislative proposals to amend the UCITS and AIFM Directives\n\nUCITS VI\nAIFMD II\n\nKey take-aways\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/distribution-of-ucits-and-aifs-in-into-the-eea/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2023/12/2023.12.20_Distribution-of-UCITS-and-AIFs-in-into-the-EEA-1-scaled-e1702286914588.jpg
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
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END:VCALENDAR