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X-WR-CALDESC:Events for BRP
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BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20251001T090000
DTEND;TZID=Europe/Zurich:20251002T150000
DTSTAMP:20260209T214737
CREATED:20250909T111339Z
LAST-MODIFIED:20250909T111816Z
UID:10000235-1759309200-1759417200@brpsa.com
SUMMARY:One-to-One Courtesy Meeting with Indian Legal Expert
DESCRIPTION:One-to-One Courtesy Meeting with Indian Legal Expert\n\nin Zurich and in Geneva\nMeetings will be held in English \n  \n\nDear Clients\, \nWe are pleased to inform you that Mr. Mahesh Kumar\, Partner at Legalics Law Offices\, New Delhi\, and our trusted local counsel and expert on Indian law\, will be visiting Switzerland in early October. \nOn this occasion\, we are offering our clients the opportunity to hold one-to-one courtesy meetings with Mr. Kumar to discuss recent legal and regulatory developments in India — including updates on research activities\, foreign exchange rules\, the latest ruling by the National Consumer Dispute Redressal Commission (NCDRC)\, and broader implications for cross-border private banking. \n\nDetails: One-to-one meeting up to 1 hour – In Zurich\n1st October 2025\, b/w 9:00am to 3:00pm\nBRP Zürich Office\nSchanzeneggstrasse 3\n8002 Zurich\nT. +41 43 305 09 30 \n_____________________________ \nDetails: One-to-one meeting up to 1 hour – In Geneva\n2nd October 2025\, b/w 9:00am to 3:00pm\nBRP Geneva Office\nRue de Vermont 62\n1202 Geneva\nT. +41 22 819 10 30 \n\nInscription\n\nIf you wish to book a one-to-one meeting with our legal expert\, please register your interest at your preferred location\, indicating suitable time slots. Once we have received all requests\, we will coordinate the agendas accordingly. \n> Register Zurich / 2025.10.01 – click here\n\n> Register Geneva / 2025.10.02 – click here\n  \n  \nInformation\n\n\n> info@brpsa.com\n \n  \nWe remain at your disposal for any questions. We look forward to facilitating these insightful discussions and strengthening the exchange on India-related regulatory topics. \nBest regards\, \n 
URL:https://brpsa.com/events/one-to-one-courtesy-meeting-indian-expert/
LOCATION:BRP – Regora Room\, Rue de Vermont 62\, Geneva\, 1202\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/09/2025.10.01_One-to-One-courtesy-meetings-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250924T103000
DTEND;TZID=Europe/Zurich:20250924T113000
DTSTAMP:20260209T214737
CREATED:20250813T130025Z
LAST-MODIFIED:20250923T060054Z
UID:10000234-1758709800-1758713400@brpsa.com
SUMMARY:Spain and Portugal - Tax Aspects
DESCRIPTION:We are pleased to invited you to the webinar dedicated to:\nSpain and Portugal – Tax Aspects\nWebinar in English \n\n  \nRecognised for SAQ recertification – This course will enable you to earn 1.0 SAQ credits \n \nThis webinar focuses on the Spanish and Portuguese  tax regulations related to cross-border investment services offered to a private investor from a third country. The aim is to consider the tax impact of financial investments within the framework of a discretionary management (or advisory) mandate\, mitigating the commercial and civil risks. \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☐ Wealth Planners\n☒ Client advisors\n☒ Other financial intermediaries \n \n\n\n\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: Wealth Planners \n\n\n\n\n  \nContent\n\n\n\n\n\n\nSpain\n> General Tax Principles \n> Taxation of Income \n> Wealth Tax (IP) \n> Temporary Solidarity Tax on Large Fortunes (ITSGF) \n> Inheritance and Gift Tax (ISD) \n> Exit Tax \n> Taxation of Financial Products \nPortugal\n> General Tax Principles \n> Taxation of Income \n> Inheritance Tax\, Gift Tax & Other Taxes \n> Taxation of Financial Products \n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/spain-and-portugal-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/2025.09.24_Spain-and-Portugal-Tax-Aspects-scaled.jpg
ORGANIZER;CN="Alexandra Marquez":MAILTO:ama@brptax.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250923T140000
DTEND;TZID=Europe/Zurich:20250923T153000
DTSTAMP:20260209T214737
CREATED:20250224T082455Z
LAST-MODIFIED:20250822T085314Z
UID:10000207-1758636000-1758641400@brpsa.com
SUMMARY:Marketing Events and Use of Social Media
DESCRIPTION:Marketing\, Events\, and Use of Social Media\nWebinar in English \nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n  \n  \n  \n  \n  \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\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\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-use-of-social-media/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.09.23_Marketing-Events-and-Use-of-Social-Media-1-scaled.jpg
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250918T103000
DTEND;TZID=Europe/Zurich:20250918T120000
DTSTAMP:20260209T214737
CREATED:20250812T122521Z
LAST-MODIFIED:20250903T082104Z
UID:10000232-1758191400-1758196800@brpsa.com
SUMMARY:Saudi Arabia - Cross-border Activities
DESCRIPTION:Saudi Arabia – Cross-border Activities\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \n  \nThis training covers the regulatory framework for financial activities towards Saudi Arabia from a third country\, including Saudi Arabia’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)\, 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\nFunction \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 (EO\, 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 Discretionary 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\nCooperation with Third Parties\n\n\nFinders\nBusiness introducers\nEAMs\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/saudi-arabia-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/2025.09.18_Saudi-Arabia-Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Aur%C3%A9lie Anciaux":MAILTO:aan@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250901T103000
DTEND;TZID=Europe/Zurich:20250901T120000
DTSTAMP:20260209T214737
CREATED:20250811T142610Z
LAST-MODIFIED:20250901T081503Z
UID:10000229-1756722600-1756728000@brpsa.com
SUMMARY:Switzerland - Cross-border Activities
DESCRIPTION:Switzerland – Cross-border Activities\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \n  \nThis training covers the regulatory framework for financial activities towards Switzerland from a third country\, including Switzerland’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\nFunction \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 (EO\, 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 Discretionary 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\nCase Studies (signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/switzerland-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/08/01.09.2025_Switzerland_Cross-border-Activities-scaled.jpg
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250626T103000
DTEND;TZID=Europe/Zurich:20250626T120000
DTSTAMP:20260209T214737
CREATED:20250605T061345Z
LAST-MODIFIED:20250619T055134Z
UID:10000227-1750933800-1750939200@brpsa.com
SUMMARY:Switzerland - Distribution of Financial Products and Related Aspects
DESCRIPTION:Switzerland – Distribution of Financial Products and Related Aspects\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \n  \nThis webinar aims to provide an overview of the regulatory requirements regarding the distribution of financial products\, such as Swiss and foreign collective investment schemes and structured products\, under applicable local laws. It will also focus on the rules of conduct to be observed when distributing these products. It will also focus on the requirements for distributors and the rules of conduct to be complied with in connection with the distribution of these products \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\nFunction \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\n> Regulatory Framework for the Provision of Financial Services\n\n\n\n\n\n> Concept of Distribution\n\n\nDistribution as an Offer\nDistribution as a Financial Service\nDistribution as Advertising\n\n\n\n\n\n\n> Implications (of an offer\, a financial service and advertising)\n\n\n\n\n> Further Related Aspects\n\n\nProspectus Requirements\nKey Information Document\nRetrocessions\n\n\n\n\n\n\n> Practical Implications\n\n\nDistribution of Investment Funds and Structured Products\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/distribution-of-financial-products/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/06/2025.06.26_Distribution-of-Financial-Products.webp
ORGANIZER;CN="Martin Horni":MAILTO:mho@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250616T100000
DTEND;TZID=Europe/Zurich:20250616T120000
DTSTAMP:20260209T214737
CREATED:20250523T080542Z
LAST-MODIFIED:20250619T055135Z
UID:10000223-1750068000-1750075200@brpsa.com
SUMMARY:Lois sur les services financiers - Circ. FINMA LSFin
DESCRIPTION:Lois  sur les services financiers – Circulaire FINMA LSFin\nevènement en français \n  \n\nContenu :\n> Analyse des éléments d’interprétation LSFin/OSFin amenés par la circulaire FINMA\n> Revue des obligations d’information LSFin/OSFin à la lumière de la circulaire\n> Vérification du caractère approprié et de l’adéquation\n> Conflit d’intérêts : les principaux enjeux en relation avec l’évolution de la jurisprudence\n> Rémunération de tiers / rétrocessions\n  \nLa formation s’adresse à :\n\n\n\n\n\n\nInstitution\n☒ Banques\n☒ Maisons de titres\n☒ Gestionnaires de fortune\n☒ Gestionnaire de fortune indépendants\n☐ Trustees\n☐ Directions des fonds\n☒ Conseillers à la clientèle\n☒ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal and 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\n\n\n\n  \n\nIntervenant :\n> Yvar Mentha – Founding Partner\nModérateur :\n> Alessandro Bizzozero – Founding Partner / Council\n  \n  \nPour plus d’information sur cette formation\, merci de nous contacter.
URL:https://brpsa.com/events/lois-sur-les-services-financiers-2025/
LOCATION:BRP – Regora Room\, Rue de Vermont 62\, Geneva\, 1202\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/05/2025.06.16_Lois-sur-les-services-financiers-1-scaled.webp
ORGANIZER;CN="Yvar Mentha":MAILTO:yme@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250611T103000
DTEND;TZID=Europe/Zurich:20250611T113000
DTSTAMP:20260209T214737
CREATED:20250512T071325Z
LAST-MODIFIED:20250514T054843Z
UID:10000221-1749637800-1749641400@brpsa.com
SUMMARY:Italy - Tax Aspects
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nItaly – Tax Aspects\nWebinar in English \n\n  \nRecognised for SAQ recertification – This course will enable you to earn 1 SAQ credit \n\n  \n  \n  \n  \nThis webinar focuses on the Italian tax regulations related to cross-border investment services offered to a private investor from a third country. The aim is to consider the tax impact of financial investments within the framework of a discretionary management (or advisory) mandate\, mitigating the commercial and civil risks. \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☐ Wealth Planners\n☐ Client advisors\n☐ Other financial intermediaries \n \n\n\n\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\n\n  \nContent\n\n\n\n\n\n\n> General Tax Principles\n\n> Taxation of Income\n\n> Wealth Tax\, Inheritance & Gift Tax\n\n> Upstream Withholding Tax\n\n\n> Taxation of Financial Products\n\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/italy-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/05/2025.06.11_Italy-Tax-Aspects-1-scaled.webp
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brptax.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250602T103000
DTEND;TZID=Europe/Zurich:20250602T120000
DTSTAMP:20260209T214737
CREATED:20250506T070046Z
LAST-MODIFIED:20250811T143857Z
UID:10000220-1748860200-1748865600@brpsa.com
SUMMARY:Belgium - Cross-border Activities
DESCRIPTION:Belgium – Cross-border Activities\nWebinar in English \n  \n\nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n \n\n\n  \n  \n  \n  \nThis training covers the regulatory framework for financial activities towards Belgium from a third country 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\, as well as data protection rules and related risks. An overview of the relevant Belgian tax aspects will conclude the training. \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\nFunction \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 (EO\, 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 Discretionary 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\nOverview of Relevant Tax Aspects (by BRP Tax SA)\n\n\nGeneral principles\nTaxation of income\nTaxation of financial products\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/belgium-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/05/2025.06.02_Belgium-Cross-border-Activities-scaled.webp
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250521T103000
DTEND;TZID=Europe/Zurich:20250521T120000
DTSTAMP:20260209T214737
CREATED:20250423T095122Z
LAST-MODIFIED:20250515T114804Z
UID:10000219-1747823400-1747828800@brpsa.com
SUMMARY:Cross-border Limits for Trustee Activities
DESCRIPTION:Cross-border Limits for Trustee Activities\nWebinar in English \n\n  \n  \n  \nRecognised for SAQ recertification – This course will enable you to earn 1.5 SAQ credits \n\nThe purpose of the course is to explain the limits to be respected in the cross-border offering of services by Trustee companies. We will highlight the duty to correctly frame the foreign regulations that apply to the activity in question and explain why it is necessary to also take into consideration the notions of fiduciary activity\, wealth planning and real estate brokerage. The second part of the course focuses on “Anti avoidance rules” as they may affect Trust structures\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\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\n\n\n\nContent\n\n\n\n\n\nTrustee Activities\n\n\nDefinition\nTrustee Services vs. Fiduciary Services and Wealth Planning Services\n\n\n\n\n\n\nSwiss Regulatory Framework\n\n\nOverview\n\n\n\n\n\n\nCross-border risks and Limitation\n\n\n\nRules on Financial Promotion and Advertisement\nNegotiation of Trust Deeds\nAncillary Services – Memorandum of Wishes\nTrust Registration and Filling\nAccountancy\nConciergerie Services\nIntroducing / Liaising a Depository Bank\nReferring Advisory and Discretionary Management Services\nReal Estate Business\n\n\n\n\n\n\n\nTax (by BRP Tax SA)\n\n\nAnti-avoidance Rules\n\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/cross-border-limits-for-trustee-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.21_Cross-border-Limits-1-scaled.webp
ORGANIZER;CN="Gautier Rey":MAILTO:gre@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250515T103000
DTEND;TZID=Europe/Zurich:20250515T120000
DTSTAMP:20260209T214737
CREATED:20250416T074945Z
LAST-MODIFIED:20250505T134326Z
UID:10000217-1747305000-1747310400@brpsa.com
SUMMARY:India - Latest Regulatory Developments and FOREX Refresher
DESCRIPTION:India – Latest Regulatory Developments and FOREX Refresher\nWebinar in English \n  \n\nIn this webinar\, our Indian counsel will present the latest regulatory developments in the financial industry with a focus on the recent amendments to SEBI (Investment Advisors) Regulations\, 2013\, to SEBI (Research Analysts) Regulations\, 2014\, and to SEBI rules for Offshore Derivatives (ODIs) and Foreign Portfolio Investors (FPIs).\nThe webinar will discuss how such amendments have impacted the cross-border rules for the offering and provision of investment services to Indian residents by foreign banks/financial services providers (unlicensed in India) and the offering of ODIs by FPIs.\nThe session will also include a refresher on relevant aspects of the Indian foreign exchange framework.\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\nFunction \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\nContents\n\nRegulatory Framework Governing\nBackground – Key regulation and regulations governing inbound/outbound investments in/into India \nRecent amendments to SEBI (Investment Advisors) Regulations\, 2013\, and SEBI (Research Analysts) Regulations\, 2014. Impact on the cross-border rules for the offering and provision of investment services to Indian residents by foreign banks/financial services providers (unlicensed in India)\n \nNew SEBI Rules for Offshore Derivatives (ODIs) and FPIs (Circular No. SEBI/HO/AFD/AFD-POD-3/P/CIR/2024/176 dated December 17\, 2024) \nRefresher on the Indian foreign exchange framework \n\n\nSpeakers\n\nMahesh Kumar – Partner / Legalics Law Offices\nPatrick Genazzi – Founding Partner – CEO / BRP Bizzozero & Partners SA\nMaria Luisa Dutto – Director / BRP Bizzozero & Partners SA\n \n  \n\nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/india-latest-regulatory-developments/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.14_India-Latest-Regulatoy-Developments-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250513T103000
DTEND;TZID=Europe/Zurich:20250513T120000
DTSTAMP:20260209T214737
CREATED:20250404T082948Z
LAST-MODIFIED:20250429T063637Z
UID:10000214-1747132200-1747137600@brpsa.com
SUMMARY:Coopération avec des tiers
DESCRIPTION:Coopération avec des tiers\nWebinaire en français \nReconnu pour la recertification SAQ – Cette formation vous permettra d’obtenir 1.5 crédits SAQ \n \n  \n  \n \n\nCe webinaire aborde la thématique essentielle de la gestion des risques cross-border lors de la coopération avec des finders\, des apporteurs d’affaires et des gérants de fortune indépendants (ou EAMs en anglais).\nLa présentation se concentre en particulier sur les défis auxquels sont confrontés les intermédiaires financiers lorsqu’ils collaborent avec des tiers dans une juridiction où ils ne sont pas au bénéfice d’une autorisation ou d’une licence\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☒ Gestionnaire de fortune indépendants\n☐ Trustees\n☐ Directions des fonds\n☒ Conseillers à la clientèle\n☒ Autres intermédiaires financiers \n\n\n\nFonction \n\n☒ Legal and 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\n\n\n\nContenu\n\n> Introduction\n\nQui sont les tiers ?\nQuel est leur rôle ?\nLes 3 types de tiers utilisés par les banques\n\n> Implication des tiers\n\n\nConditions de coopération\nAccords de coopération\n\n> Risques Cross-border\n\n\nCura in eligendo\, contraendo et custodiendo\nConnaissance et formation\nIndépendance des parties\nChamp d’application\nClauses d’exclusivité\nRémunération : paiement continu vs ponctuel\, conflits d’intérêts\, etc.\n\n> Intermédiares agréés et collaboration \n\n\n\nAu sein de l’UE\nCoopérations autorisées\nCas de l’assurance et de l’immobilier\n\n  \nPour plus d’information sur cette formation\, merci de nous contacter.
URL:https://brpsa.com/events/cooperation-avec-des-tiers/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.13_Cooperation-avec-des-tiers-2-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250507T103000
DTEND;TZID=Europe/Zurich:20250507T120000
DTSTAMP:20260209T214737
CREATED:20250404T061427Z
LAST-MODIFIED:20250422T060341Z
UID:10000213-1746613800-1746619200@brpsa.com
SUMMARY:CRD VI
DESCRIPTION:CRD VI – Impact on Swiss and other third-country banks\nWebinar in English \n  \nThis webinar is designed to provide a comprehensive overview of the new CRD VI framework and its implications for Swiss and third-country banks conducting cross-border business in/into the EU. The webinar will address key topics such as reverse solicitation\, branch requirements and cross-border licensing. In addition\, it will address fiscal implications of CRD VI\, with a presentation on tax aspects of CRD VI from the Italian point of view. \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\nContents\n> Introduction to CRD VI \n\nThird-country cross-border regime before CRD VI\nNew cross-border regime according to CRD VI/CRR III\n\n> Branch Requirements\n> Reverse solicitation under CRD VI \n\nPrinciples\nComparison with reverse solicitation under MiFID II and MiCA\n\n> Reverse solicitation under CRD VI \n\nPrinciples\nGermany- Freistellung\, Italy- LPS\n\n> Getting ready for CRD VI – The BRP four-step approach \n> Italy: Tax implications for foreign financial intermediaries and position of the IRS (Presented by Pierangelo Chiodino\, Studio Antonelli Cattaneo Chiodino Battai\, Milano) \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/04/2025.05.07_CRD-VI-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250417T103000
DTEND;TZID=Europe/Zurich:20250417T113000
DTSTAMP:20260209T214737
CREATED:20250325T114103Z
LAST-MODIFIED:20250402T065949Z
UID:10000212-1744885800-1744889400@brpsa.com
SUMMARY:Germany - Tax Aspects
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nGermany – Tax Aspects\nWebinar in English \n\nRecognised for recertification SAQ \n \nThis webinar focuses on the German tax regulations related to cross-border investment services offered to a private investor from a third country. The aim is to consider the tax impact of financial investments within the framework of a discretionary management (or advisory) mandate\, mitigating the commercial and civil risks. \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☒ Wealth Planners\n☒ Client advisors\n☐ Other financial intermediaries \n \n\n\n\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\n\n  \nContent\n\n\n\n\n\n\n> General Tax Principles\n\n> Taxation of Income\n\n> Inheritance Tax\, Gift Tax & Other Taxes\n\n> Anti-avoidance Rules\n\n> Taxation of Financial Products\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/germany-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2024.04.17_Germany-Tax-Aspects-1-scaled.webp
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250415T103000
DTEND;TZID=Europe/Zurich:20250415T120000
DTSTAMP:20260209T214737
CREATED:20250325T105345Z
LAST-MODIFIED:20250326T124225Z
UID:10000211-1744713000-1744718400@brpsa.com
SUMMARY:Argentina - Cross-border Activities
DESCRIPTION:Argentina – Cross-border Activities\nWebinar in English \nRecognised for the SAQ recertification \n \nThe training presents Argentinian 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\, distribution of financial instruments\, cooperation with third parties (finders\, business introducers and external asset managers)\, etc. The training includes an overview of the relevant tax aspects. \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\nContents\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 and e-Banking\n\nProvision of services (EO\, Advisory\, Discretionary)\nDistribution / Placement of Financial Products\nReporting\nCooperation with third parties\n\nFinders\nBusiness introducers\nEAMs\n\nOverview of Relevant Tax Aspects (by BRP Tax SA)\n\nGeneral Tax Principles\nTaxation of Income\nWealth Tax or Personal Assets Tax (PAT)\nTaxation of Financial Products\n\nCase Studies (signature BRP)\n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/argentina-cross-border-activities-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2025.04.15_Argentina-Cross-border-Activities-scaled.webp
ORGANIZER;CN="Maria Luisa Dutto":MAILTO:lud@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250410T090000
DTEND;TZID=Europe/Zurich:20250410T123000
DTSTAMP:20260209T214737
CREATED:20240214T092825Z
LAST-MODIFIED:20250226T102832Z
UID:10000105-1744275600-1744288200@brpsa.com
SUMMARY:Conférence fiscale France
DESCRIPTION:Conférence fiscale France\nÉvénement en français \nRecognised for recertification SAQ \n \n  \nLa conférence\, présentée par des avocats fiscalistes reconnus du cabinet Osborne Clarke – Paris\, abordera les sujets phares de l’actualité fiscale en France en 2025 ainsi qu’un focus sur la fiscalité transfrontalière des fonds d’investissements français \n  \n\nIntervenantes\n\nDorothée Chambon / Avocate à la cour\, Senior tax associate\, Osborne Clarke\, Paris\n\nDorothee est avocate fiscaliste depuis plus de 15 ans et dirige actuellement en sa qualité d’associée la pratique fiscale du cabinet international Osborne Clarke à Paris. Avant de rejoindre Osborne Clarke\, Dorothee a exercé pendant de plus de 10 ans au sein du cabinet franco-américain Kramer Levin. Elle accompagne\, avec son équipe\, une typologie variée de clients dans l’ensemble de leurs problématiques fiscales nationales et internationales\, en phase de conseil comme en phase contentieuse\n\n  \n  \n\nSabrina Ben Hassou / Avocate à la cour\, Associate Osborne Clarke\, Paris\n\nSabrina est avocate fiscaliste depuis 2019 et exerce au sein du cabinet international Osborne Clarke à Paris. Avant de rejoindre Osborne Clarke en 2022\, Sabrina a eu plusieurs expériences au sein de départements fiscaux de cabinets français et internationaux à Paris. Sa pratique est axée sur la fiscalité nationale et internationale et vise une typologie de dossiers diversifiés en matière de fiscalité des sociétés\, de fiscalité des particuliers et de contentieux fiscal\n\n  \n  \n\nModérateur\n\nRomain Potet / CEO\, BRP Tax SA\, Genève \n  \n\nProgramme\n9h00 – Accueil des participants\n9h30 – Nouveautés fiscales 2025\n10h30 – Pause\n10h45 – Aspects fiscaux transfrontaliers des fonds d’investissement français\n11h45 – Questions / réponses\n12h00 – Apéritif\n  \n  \nPour plus d’informations sur cette formation\, veuillez nous contacter.
URL:https://brpsa.com/events/conference-fiscale-france/
LOCATION:Warwick Genève\, 14 Rue de Lausanne\, Geneva\, 1201\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2024/02/2025.04.10_Conference-fiscale-France.jpg
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brptax.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250408T103000
DTEND;TZID=Europe/Zurich:20250408T120000
DTSTAMP:20260209T214737
CREATED:20250318T094148Z
LAST-MODIFIED:20250404T074324Z
UID:10000210-1744108200-1744113600@brpsa.com
SUMMARY:France - Activités Cross-border
DESCRIPTION:France –  Activités Cross-border\nWebinaire en Français \n\nReconnu par la recertification SAQ \n \n\nCe webinaire vise à présenter le cadre réglementaire français régissant les activités financières cross-border depuis un pays tiers. Les sujets tels que la promotion et la publicité liées aux services bancaires et aux services d’investissement\, la négociation de contrats et de mandats\, la prestation de services financiers\, la distribution de produits\, et la coopération avec des tiers (intermédiaires\, apporteurs d’affaires et GFI\, etc.) seront abordés.\n  \nLa formation s’adresse à\n\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☐ Gestionnaire de portefeuille\n☐ Autres intermédiaires financiers \n\n\n\n\nFonction\n☒ Légal et Compliance\n☒ Gestion des risques \n☒ Audit interne \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\nCadre réglementaire\n\nServices bancaires\nServices d’investissement\n\n\n\n\n\n\n\nContrôle des changes\n\n\n\n\n\nPhase de prospection\n\n\nNouveaux Clients\n\n\n\n\n\n\nPhase de negotiation\n\n\nOuverture de compte\nMandats de gestion discrétionnaire et de conseil\nServices additionnels (cartes de débit et de crédit\, prêt Lombard et e-banking)\n\n\n\n\n\n\nPrestation de services\n\n\nExecution Only\nConseils\nGestion discrétionnaire\n\n\n\n\n\n\n\n\nDistribution / Placement de produits financiers\n\n\n\n\n\n\nActivités de reporting\n\n \n\n\n\n\n\n\n\nCooperation avec des tiers\n\n\nFinders\nApporteur d’affaires\nGFIs\n\n\n  \n\n\n\n\n\n\n\n\nEtudes de cas (signature BRP)\n\n\n\n\n\n\n\n  \nPour plus d’information sur cette formation\, svp contactez-nous.
URL:https://brpsa.com/events/france-activites-cross-border/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2025.04.08_France-Activites-transfrontalieres-scaled.webp
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250401T103000
DTEND;TZID=Europe/Zurich:20250401T120000
DTSTAMP:20260209T214737
CREATED:20250313T131239Z
LAST-MODIFIED:20250325T131459Z
UID:10000209-1743503400-1743508800@brpsa.com
SUMMARY:Cooperation with third parties
DESCRIPTION:Cooperation with third parties\nWebinar in English \nRecognised for the SAQ recertification \n \n\nThe webinar aims at giving insights on the management of cross-border risks when cooperating with third parties (finders\, business introducers and EAMs). It focuses in particular on the risks and challenges faced by financial intermediaries when collaborating cross-border with third parties in a jurisdiction they are not licensed in\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\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\n\nCura in eligendo\, contraendo et custodiendo\n\n\nKnowledge and training\n\n\nIndependency of the parties\n\n\n\nScope of activities\n\n\n\nExclusivity clauses\n\n\n\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-2025/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/webp:https://brpsa.com/wp-content/uploads/2025/03/2025.04.01_Cooperation-with-Third-Parties-1-scaled.webp
ORGANIZER;CN="Annette Hafner":MAILTO:anh@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250327T103000
DTEND;TZID=Europe/Zurich:20250327T120000
DTSTAMP:20260209T214737
CREATED:20250224T101418Z
LAST-MODIFIED:20250325T093358Z
UID:10000208-1743071400-1743076800@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\nFunction \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 (EO\, 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/united-kingdom-cross-border-activities/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.27_UK-Cross-border-activities-1.jpg
ORGANIZER;CN="Richard Mc Grand":MAILTO:rmc@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250319T100000
DTEND;TZID=Europe/Zurich:20250319T120000
DTSTAMP:20260209T214737
CREATED:20250217T085319Z
LAST-MODIFIED:20250228T074825Z
UID:10000205-1742378400-1742385600@brpsa.com
SUMMARY:ESG pour les gestionnaires d'actifs (Wealth management) - Mise à jour
DESCRIPTION:ESG pour les gestionnaires d’actifs (Wealth management) – Mise à jour\nEvènement en français \n\nReconnu pour la recertification SAQ \n \n  \nBut de la formation\n\nRappeler aux collaborateurs et responsables des activités de front comme des fonctions juridiques et de contrôle d’établissements de gestion de fortune en Suisse\, les grandes évolutions et enjeux réglementaires en matière d’ESG au point de vente\, principalement en Suisse.\nApprofondir le contenu et les conséquences des directives ASB ESG en matière de mandat de gestion et de conseil en placement dans le domaine de la gestion de fortune en intégrant le risque d’écoblanchiment.\nExaminer à travers des exercices pratiques les enjeux concrets de la mise en œuvre de pratiques ESG dans les relations de gestion de fortune. \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☐ Gestionnaire de portefeuille\n☒ Autres intermédiaires financiers \n\n\n\n\n\nFonction\n☒ Juridique et Conformité \n☒ Gestion des risques \n☒ Audit interne \n☐ Fichier central \n☒ Front \n☐ Asset Management \n☐ RH \n☐ Marketing \n☐ Conseil d’Administration\n☐ Autres \n\n\n\n\n\n\nContenu\n\n\n\n\n\n\n> Cadre applicable en Suisse \n\nRapport du Conseil Fédéral et autres ordonnances\nAutorégulation SFAMA/AMAS/SSF/ASIP\n\n\n\n\n\n\n\n> Directives ASB sous la loupe \n\nIntégration des facteurs ESG dans le processus de conseil et de gestion de fortune\nIdentification des préférences des clients en matière ESG\nObligation de matching des préférences ESG des clients\nDocumentation\, formation et contrôles\n\n\n\n\n\n\n\n> Exercices pratiques (signature BRP) \n\n\n\n\n\n  \nPour plus d’informations sur cette formation\, veuillez nous contacter.
URL:https://brpsa.com/events/esg-pour-les-gestionnaires-dactifs-wealth-management-mise-a-jour-2025/
LOCATION:BRP – Regora Room\, Rue de Vermont 62\, Geneva\, 1202\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.10_ESG-pour-les-gestionnaires-dactifs-WM-scaled.jpg
ORGANIZER;CN="Yvar Mentha":MAILTO:yme@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250318T140000
DTEND;TZID=Europe/Zurich:20250318T170000
DTSTAMP:20260209T214737
CREATED:20250211T131130Z
LAST-MODIFIED:20250211T133204Z
UID:10000197-1742306400-1742317200@brpsa.com
SUMMARY:Banken und Vermögensverwalter - Beziehungen\, Rollen und Verantwortlichkeiten
DESCRIPTION:Banken und Vermögensverwalter – Beziehungen\, Rollen und Verantwortlichkeiten\nVeranstaltung auf Deutsch \n  \nHaben sich seit dem Inkrafttreten des FIDLEG die Beziehungen zwischen den Depotbanken und den Vermögensverwaltern verändert? Hat das Gesetz eine grundlegende Änderung der Rollen und Verantwortlichkeiten unter den Finanzinstituten\, gegenüber der Aufsichtsbehörde oder gegenüber den Kundinnen und Kunden zur Folge? Dieser Kurs bietet Gelegenheit\, die Auswirkungen der regulatorischen Änderungen zu erörtern und eigene Erfahrungen auszutauschen. Zu guter Letzt werden verschiedene Fallstudien vorgestellt \n  \n\nDer Kurs richtet sich an:\n\nInstitution\n☒ Banken \n☒ Titelhäuser \n☒ Vermögensverwaltungsgesellschaften \n☐ Trustees\n☐ Vermögensverwaltungsgesellschaften \n☐ Fondsanweisungen \n☐ Kundenberater \n☐ Andere Finanzintermediäre \nFunktion\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\nZusammenfassung:\n\n\n\n\n\n\n> Typische (historische) Risikofelder für Banken in der Zusammenarbeit mit Vermögensverwaltern\n\n\n\n\n\n> Erwartungen der FINMA\n\n\n\n\n\n> Die Auswirkungen des FIDLEG auf die Rollen und Verantwortlichkeiten der verschiedenen Akteure\n\n\n\n\n\n\n  \n  \nUm weitere Informationen zu dieser Formation zu erhalten\, wenden Sie sich bitte an uns .
URL:https://brpsa.com/events/banken-und-vermogensverwalter-2/
LOCATION:FFHS Zürich Gleisarena\, Zollstrasse 17\, Zurich\, Zurich\, 8005\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/02/2025.03.18_Banken-und-Vermogensverwalter.png
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250313T103000
DTEND;TZID=Europe/Zurich:20250313T113000
DTSTAMP:20260209T214737
CREATED:20250218T082446Z
LAST-MODIFIED:20250218T095113Z
UID:10000206-1741861800-1741865400@brpsa.com
SUMMARY:Tax Suitability Concept
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nTax Suitability Concept\nWebinar in English \n\nRecognised for recertification SAQ \n \nIn today’s ever-changing financial landscape\, tax compliance and efficiency have never been more crucial. At the heart of this complexity lies the concept of tax suitability\, a strategy that not only ensures financial instruments align with clients’ tax regimes but also maximizes the performance after-tax of their portfolios while mitigating potential commercial/civil risks for the financial institution.\n\nIn this webinar\, we’ll dive deep into the tax suitability approach and how it can be impactful for both asset managers and their clients.\n  \nThe training is addressed to\n\n\n\n\n\n\nInstitution\n☒ Banks\n☒ Wealth Planners\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\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\n\n  \nContent\n\n\n\n\n\n\n> Tax Suitability Concept\n\n\n\n\n\n\n> The Variety of Income Tax Patterns\n\n\n\n\n\n\n> Taxation of Income from Financial Instruments\n\n\n\n\n\n\n> The Tax Subject (the Taxpayer)\n\n\n\n\n\n\n> The Tax Object (the Financial Instrument)\n\n\n\n\n\n\n> The Taxable Event (the Transaction)\n\n\n\n\n\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/tax-suitability-concept/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/02/2025.03.13_Tax-Suitability-Concept.png
ORGANIZER;CN="Jean-Marc Favre":MAILTO:jfa@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250305T103000
DTEND;TZID=Europe/Zurich:20250305T120000
DTSTAMP:20260209T214737
CREATED:20250212T100153Z
LAST-MODIFIED:20250226T070447Z
UID:10000198-1741170600-1741176000@brpsa.com
SUMMARY:CRD VI
DESCRIPTION:CRD VI – Impact on Swiss and other third-country banks\nWebinar in English \n  \nUpdate:\nThe webinar will also address fiscal implications of CRD VI\, with a presentation on “Italy: Tax aspects of CRD VI and position of IRS” \nPresented by Pierangelo Chiodino\, Studio Antonelli Cattaneo Chiodino Battai\, Milano \nThis webinar is designed to provide a comprehensive overview of the new CRD VI framework and its implications for Swiss and third-country banks conducting cross-border business in the EU. The webinar will address key topics such as reverse solicitation\, branch requirements and cross-border licensing. \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\nContents\nIntroduction to CRD VI\n\nThird-country cross-border regime before CRD VI\nNew cross-border regime according to CRD VI/CRR III\n\nReverse solicitation under CRD VI \n\nPrinciples\nComparison with reverse solicitation under MiFID II and MiCA\nImpact of the exception contained in Art. 21c para. 4 CRD VI on group supervisory control\n\nBranch requirements \n\nPrinciples\nCase study: Italy\n\nExisting cross-border licenses under the new regime\n• Focus on Germany – Freistellung – and Italy – LPS \n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/crd-vi/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/02/2025.03.05_CRD-VI-1-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250226T140000
DTEND;TZID=Europe/Zurich:20250226T160000
DTSTAMP:20260209T214737
CREATED:20240925T122556Z
LAST-MODIFIED:20250128T075442Z
UID:10000166-1740578400-1740585600@brpsa.com
SUMMARY:CDB 20 - Cas pratiques
DESCRIPTION:CDB 20 – Cas pratiques (Signature BRP)\n\nEvènement en français \n\nL’objectif de la formation est de fournir aux participants les connaissances nécessaires pour pouvoir identifier les risques inhérents au processus d’identification\, de vérification et d’évaluation dans les différentes étapes du contrôle\, conformément à la Convention de diligence des banques et à la pratique de la Commission de surveillance en la matière. Dans ce but\, une sélection de cas pratiques sera proposée au cours de ce séminaire afin de faciliter la discussion et l’échange entre les participants et les intervenants\, en se référant notamment à l’évolution récente de la jurisprudence. \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☒ Gestionnaire de portefeuille\n☐ Autres intermédiaires financiers \n\n\n\n\nFonction\n☒ Légal et Compliance\n☒ Gestion des risques \n☒ Audit interne \n☐ Fichier central \n☒ Front \n☒ Asset Management \n☐ RH \n☐ Marketing \n☒ Conseil d’Administration\n☒ Autres \n\n\n\n\n\n\nContenu\n\n\n\n\n\n\n> Rafraîchissement des aspects critiques liés à la vérification de l’identité du contractant\n\n\nVérification du détenteur du contrôle\nVérification du bénéficiaire effectif\n\n> Discussion autour de cas pratiques\n> Développements jurisprudentiels\n\n\n\n\n\n\n \n\n\n\n\n\n\nPour plus d’informations sur cette formation\, veuillez nous contacter.
URL:https://brpsa.com/events/cdb-20-cas-pratiques/
LOCATION:BRP – Regora Room\, Rue de Vermont 62\, Geneva\, 1202\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2024/09/2025.02.26_CDB20-Cas-pratiques.png
ORGANIZER;CN="Sophie Maillard":MAILTO:sma@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250219T143000
DTEND;TZID=Europe/Zurich:20250219T170000
DTSTAMP:20260209T214737
CREATED:20250121T150226Z
LAST-MODIFIED:20250212T145328Z
UID:10000194-1739975400-1739984400@brpsa.com
SUMMARY:Regole di condotta sui mercati
DESCRIPTION:BRP Bizzozero & Partners SA e CSVN sono lieti di invitarvi alla formazione: \nRegole di Condotta suio Mercati\n\nRicertificatzione Profili SAQ \n \n  \n  \nEvent in Italian \n\nIl corso ha l’obiettivo di definire e descrivere il quadro normativo che disciplina i comportamenti sul mercato vietati dal punto di vista del diritto in materia di vigilanza.\nAttraverso casi di studio pratici verranno discusse le norme relative allo sfruttamento di informazioni privilegiate (insider trading) e alla manipolazione del mercato (“market abuse”). Verranno menzionati gli obblighi nei confronti del cliente e nei confronti della piattaforma inerenti al trattamento di ordini. Sarà analizzata anche la Circ. FINMA 2013/8 che concretizza i requisiti sull’organizzazione che consentono di individuare ed impedire i comportamenti vietati oltre che di soddisfare il requisito della garanzia di un’attività irreprensibile nell’ambito dei comportamenti sul mercato. \nIl corso è riconosciuto per il mantenimento della certificazione di consulente alla clientela bancaria della Swiss Association for Quality (SAQ): 2\,5 ore (competenze comportamentali). \n  \nLa formazione è rivolta a\n\n\n\n\n\n\nInstituto\n☒ Banche\n☐ Società di intermediazione mobiliare\n☐ Gestori patrimoniali\n☐ Trustee\n☐ Gestori di patrimoni collettivi\n☐ Direzioni di fondi\n☐ Consulenti alla clientela\n☐ Altri intermediari finanziari \n\n\n\n\n\nFunzione\n☒ Legal e Compliance\n☒ Risk management\n☒ Revisione interna\n☐ Registro centrale\n☐ Fronte\n☐ Asset Management\n☐ HR\n☐ Marketing\n☐ CdA\n☐ Altro \n\n\n\n\n\n\nContenuto\n\n\n\n\n\n\n> Visione generale del quadro regolamentare\n\n\n\n\n\n\n\n> Norme di comportamento sul mercato (“market abuse”)\n\n\n\n\n\n\n\n\n> Norme di comportamento nei confronti della piattaforma o dell’emittente\n\n\n\n\n\n\n\n\n\n> Norme di comportamento nei confronti dei clienti\n\n\n\n\n\n\n> Obblighi organizzativi \n\n\n \n\n\n\n\n\n\n\n  \nQuota standard\n\n> Quota standard: CHF 350\n\n> Quota membri dello stesso istituto: CHF 300\n  \nTermine iscrizioni\n\n> 12 Febbraio 2025\n  \nFare clic per registrarsi\n\n \n  \n  \n  \nPer ulteriori informazioni su questo corso\, contattateci.
URL:https://brpsa.com/events/regole-di-condotta-sui-mercati/
LOCATION:CSVN\, Via Morosini 1\, Vezia\, 6943\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.02.19_Regole-di-Comportamento-sui-Mercati.png
ORGANIZER;CN="Alessandro Bizzozero":MAILTO:biz@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250213T103000
DTEND;TZID=Europe/Zurich:20250213T113000
DTSTAMP:20260209T214737
CREATED:20250123T131537Z
LAST-MODIFIED:20250124T095012Z
UID:10000195-1739442600-1739446200@brpsa.com
SUMMARY:Switzerland - Tax Aspects
DESCRIPTION:BRP Tax SA is pleased to invited you to the webinar dedicated to:\nSwitzerland – Tax Aspects\nWebinar in English \n\nRecognised for recertification SAQ \n \nThis webinar focuses on the Swiss tax regulations related to investment services offered to a private investor tax resident in Switzerland. The aim is to consider the tax impact of financial investments within the framework of a discretionary management (or advisory) mandate\, mitigating the commercial and civil risks. \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☐ Wealth Planners\n☐ Client advisors\n☐ Other financial intermediaries \n \n\n\n\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\n\n  \nContent\n\n\n\n\n\n\n> General Tax Principles\n\n> Taxation of Income\n\n> Withholding Tax and Stamp Duty\n\n> Professional Securities Trader\n\n> Taxation of Financial Products\n\n> Case Studies (Signature BRP)\n\n\n\n\n\n  \nFor more information on this webinar\, please contact us.
URL:https://brpsa.com/events/switzerland-tax-aspects/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.02.13_Switzerland-Tax-Aspect.png
ORGANIZER;CN="Romain Potet":MAILTO:rpo@brptax.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250211T110000
DTEND;TZID=Europe/Zurich:20250211T124500
DTSTAMP:20260209T214737
CREATED:20250124T132636Z
LAST-MODIFIED:20250128T112711Z
UID:10000196-1739271600-1739277900@brpsa.com
SUMMARY:Operatività Cross-border con l’Italia
DESCRIPTION:BRP Bizzozero & Partners SA\, Fivers Studio Legale e Tributario e ACBC Law sono lieti di invitarvi alla formazione: \nMercati Operatività Cross-border con l’Italia\nEvent in Italian \n\nLe profonde modifiche che saranno apportate al vigente quadro regolamentare dalla prossima entrata in vigore della direttiva CRDVI nonché le opportunità dal MOU del 2023 tra le rispettive autorità di mercato (FINMA\, CONSOB\, BANCA d’ITALIA) impongono un profondo ripensamento delle modalità operative e organizzative con cui gli intermediari finanziari elvetici potranno e dovranno approcciare il mercato italiano e gestire la clientela ivi residente.\nLa rigida posizione assunta dalle autorità fiscali italiane e dalla procura della repubblica in occasione degli accertamenti fiscali condotti negli ultimi anni\, relativamente all’attività cross-border degli intermediari finanziari (principalmente) svizzeri con la clientela italiana e la sua potenziale idoneità a configurare una stabile organizzazione non dichiarata in territorio italiano (seppur ai soli fini tributari)\, con le ben note conseguenze (anche di tipo penale)\, rappresenta l’ulteriore variabile dalla quale non si può prescindere.\nAspetti regolamentari e questioni fiscali si intrecciano e sovrappongono\, in un coacervo normativo e operativo in cui appare oggi difficile districarsi a causa delle molteplici incertezze interpretative tuttora esistenti e della mancanza di una business practice alla quale fare riferimento\, data la novità delle questioni in oggetto.\nIn tale contesto\, dunque la questione fondamentale è cosa fare e come poter operare nel mercato italiano e con la clientela ivi residente: si potrà continuare a fare affidamento sulle licenze bancarie esistenti\, se e in quale misura sarà concretamente possibile l’operatività in reverse solicitation\, quali requisiti organizzativi saranno concretamente richiesti all’eventuale branch italiana\, quali funzioni potranno essere mantenute in svizzera e quali invece necessariamente allocate sulla branch italiana\, quali sono le diverse implicazioni lato fiscale nei diversi assetti che potranno essere adottati\, quale la rilevanza dei redditi generati dai portafogli clienti già esistenti\, le implicazioni derivanti dalla costituzione di una branch sulle annualità pregresse non coperte da eventuali precedenti settlement.\nSi tratta di questioni concrete e operative alle quali si cercherà di dare risposte e indicazioni sulla base degli elementi emersi e raccolti da Banca d’Italia\, Consob e Agenzia delle Entrate in occasione delle interlocuzioni intervenute nel corso del 2024. \n\nContenuto\n\n\n\n\n\n\n> Annualità post-settlement: rilevanza modello 231\, riduzione attività cross-border e sviluppo in reverse solicitation\n\n\n\n\n\n\n\n> Allocazione funzioni branch vs headquarter: implicazioni IVA\n\n\n\n\n\n\n\n\n> Allocazione funzioni branch vs headquarter: obblighi sostituto imposta\n\n\n\n\n\n\n\n\n\n> Allocazione funzioni branch vs headquarter: implicazioni IT & reportistica (monitoraggio fiscale/ comunicazioni anagrafe IVA)\n\n\n\n\n\n\n\n\n  \nRelatori\n\n> Patrick Genazzi\, CEO – BRP Bizzozero & Partners SA\n\n> Alessandro Bizzozero\, Founding Partner – BRP Bizzozero & Partners SA\n\n> Edoardo Guffanti\, Founding Partner – Fivers Studio Legale e Tributario\n\n> Pierangelo Chiodino\, Diritto tributario – Diritto societario – ACBC Law\n\n  \nQuota standard\n\nGratuito\n  \nPer ulteriori informazioni su questo corso\, contattateci.
URL:https://brpsa.com/events/operativita-cross-border-con-litalia/
LOCATION:Hotel Lugano Dante\, Piazza Cioccaro 5\, Lugano\, 6900\, Switzerland
CATEGORIES:In Person
ATTACH;FMTTYPE=image/jpeg:https://brpsa.com/wp-content/uploads/2025/01/2025.02.11_Italia-succursali-scaled.jpg
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250204T103000
DTEND;TZID=Europe/Zurich:20250204T120000
DTSTAMP:20260209T214737
CREATED:20250120T160922Z
LAST-MODIFIED:20250123T131330Z
UID:10000193-1738665000-1738670400@brpsa.com
SUMMARY:South Africa - Cross-border Activities
DESCRIPTION:South Africa – Cross-border Activities\nWebinar in English \nRecognised for the SAQ recertification \n \nThe training aims to present South African 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  \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\nContents\nRegulatory framework governing\n\nBanking services\nInvestment services (EO\, Advisory\, Discretionary)\n\nLPS Licence: what’s going on?\nProspecting\n\nOnboarding new clients\n\nNegotiation\n\nAccount opening\nAdvisory and Discretionary asset management agreements\nDebit and Credit cards\, Lombard loans and e-Banking\n\nProvision of services (EO\, Advisory\, Discretionary)\nDistribution / Placement of Financial Products\nCooperation with third parties\n\nFinders\nBusiness introducers\nEAMs\n\nReporting activities\nCase Studies (signature BRP)\n  \n  For more information on this webinar\, please contact us.
URL:https://brpsa.com/events/south-africa-cross-border-activities-2/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.02.04_South-Africa-Cross-border-Activities-1.png
ORGANIZER;CN="Benjamin Kurmann":MAILTO:ben@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250204T103000
DTEND;TZID=Europe/Zurich:20250204T120000
DTSTAMP:20260209T214737
CREATED:20250120T153418Z
LAST-MODIFIED:20250123T143245Z
UID:10000192-1738665000-1738670400@brpsa.com
SUMMARY:Règles de conduite sur le marché
DESCRIPTION:Règles de conduite sur le marché\nReconnu par la recertification SAQ \n \n  \nWebinaire en français \n\nCe cours vise à définir et à décrire le cadre réglementaire régissant les comportements inadmissibles sur le marché du point de vue du droit de la surveillance. \nLes règles relatives à l’exploitation d’informations privilégiées et à la manipulation du marché (« abus de marché ») seront abordées au moyen d’étude de cas pratiques. Les obligations à l’égard du client et des plateformes de négociation seront également évoquées. \nLes discussions porteront également sur la Circulaire 2013/8 de la FINMA qui\, partant des interdictions prévues par la loi sur les infrastructures financières (LIMF) en matière de comportement sur le marché et l’ordonnance y relative (OIMF)\, concrétise les exigences relatives à l’organisation des assujettis et dont le respect vise à identifier et à prévenir les comportements inadmissibles ainsi qu’à répondre à l’exigence de garantir une activité irréprochable dans le domaine du comportement sur le marché. \n  \nLa formation s’adresse à\n\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☐ Gestionnaire de portefeuille\n☐ Autres intermédiaires financiers \n\n\n\n\nFonction\n☒ Légal et Compliance\n☒ Gestion des risques \n☒ Audit interne \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  \n  \nContenu\n\n\n\n\n\n\n> Vue d’ensemble du cadre règlementaire\n\n\n > Règles de conduite sur le marché (“abus de marché” )\n\n\n > Règles de conduites vis-à-vis de la plateforme ou de l’émetteur\n\n\n > Règles de conduite à l’égard des clients\n\n\n > Obligations organisationnelles\n\n\n\n\n\n  \nPour plus d’informations sur cette formation\, contactez-nous.
URL:https://brpsa.com/events/regles-de-conduite-sur-le-marche/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.02.04_Regles-de-conduite-1.png
ORGANIZER;CN="Patrick Genazzi":MAILTO:gep@brpsa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/Zurich:20250130T103000
DTEND;TZID=Europe/Zurich:20250130T120000
DTSTAMP:20260209T214737
CREATED:20250120T143119Z
LAST-MODIFIED:20250121T151053Z
UID:10000191-1738233000-1738238400@brpsa.com
SUMMARY:AML - Clarification and Corroboration
DESCRIPTION:AML – Clarification and corroboration\nWebinar in English \n\nThe purpose of the training is to provide participants with knowledge of the applicable AML regulations with reference to the obligation to corroborate customer KYC profiles. In particular\, the course focuses on how to search for information on open sources (Google\, Zefix\, etc.)\, making participants aware of the type of information needed and relevant\, respectively of the most common bad practices in the preparation of KYC profiles.   \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\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\n\n\n  \nContents\n\n\n\n\n\n\nLegal Basis\n\nSwiss Criminal Code (Art. 305bis\, Art. 305ter)\n\n\n\n\n\n\n\nCorroborative Elements\n\nPositive elements vs. search for negative news\n\n\n\n\n\n\n\n\nResearch on Public Sources\n\nWhat they are and how to use them?\nGood and bad practices\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/aml-clarification-and-corroboration/
LOCATION:Online
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://brpsa.com/wp-content/uploads/2025/01/2025.01.30_AML-Clarification-and-corroboration.png
ORGANIZER;CN="Daria Brughelli":MAILTO:dbr@brpsa.com
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