2022.10.18

ARCHIVES

Marketing Communications – Use Cases

Dear Client,

BRP Bizzozero & Partners SA is pleased to invite you to the webinar:

«Marketing Communications»

Goals:
To understand:
> The existing Regulatory Framework in the EU as well as the practice of the ESMA governing:
o Distribution of marketing material
o Use of social media by financial intermediaries
o Social and Marketing events
o Sponsoring
> The ongoing Regulatory projects and the forthcoming International standards

During the webinar we will also cover:
> The practice of the industry and the actual trends for enhancing brand awareness
> Rules in jurisdictions other than the EU
> Practical examples and use cases

Program:
> Introduction
> MiFID II
o Relevant 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
> MAR
o Relevant definitions: Information Recommending or Suggesting an Investment Strategy, Investment Recommendations, Organisational requirements
o Required controls and involvement of the Senior Management
o ESMA and NCAs expectations
o Future regulation
> Distributing documentation to the public vs. existing clients
o Macroeconomic documentation
o Financial analysis and Investment research
o Recommendation lists
> Events and Social Media
o The right way to organize them
o Influencers

Date and Time:
18 October 2022 – 10:30am to 12:00am.

Language:
This webinar will be held in English.

The French session will be held on October 19.

Speakers:
> Maria Luisa Dutto (Senior Legal Advisor – BRP Bizzozero & Partners SA)
> Patrick Genazzi (Partner – CEO – BRP Bizzozero & Partners SA)

Information:
> info@brpsa.com

We remain at your disposal for any questions and we thank you for your confidence.

Best regards,

Information:

info@brpsa.com

We remain at your disposal for any questions and thank you for your confidence.

Best regards,