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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
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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
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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
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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