Marketing Communications – Use Cases

Dear Client,

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

«Marketing Communications»

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

> Introduction
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
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.

This webinar will be held in English.

The French session will be held on October 19.

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

> info@brpsa.com

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

Best regards,



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

Best regards,