CDB 20 - Cas pratiques (Signature BRP) Evènement en français L'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 […]
CRD VI - Impact on Swiss and other third-country banks Webinar in English Update: The webinar will also address fiscal implications of CRD VI, with a presentation on “Italy: Tax aspects of CRD VI and position of IRS” Presented by Pierangelo Chiodino, Studio Antonelli Cattaneo Chiodino Battai, Milano This webinar is designed to provide […]
BRP Tax SA is pleased to invited you to the webinar dedicated to: Tax Suitability Concept Webinar in English Recognised for recertification SAQ In 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 […]
Banken und Vermögensverwalter - Beziehungen, Rollen und Verantwortlichkeiten Veranstaltung auf Deutsch Haben 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 […]
ESG pour les gestionnaires d'actifs (Wealth management) - Mise à jour Evènement en français Reconnu pour la recertification SAQ But de la formation Rappeler 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 […]
United Kingdom - Cross-border activities Webinar in English Recognised for recertification SAQ UK 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. The training is addressed to Institution ☒ Banks […]
Cooperation with third parties Webinar in English Recognised for the SAQ recertification The 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 […]
France - Activités Cross-border Webinaire en Français Reconnu par la recertification SAQ Ce 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 […]
Conférence fiscale France Événement en français Recognised for recertification SAQ La 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 Intervenantes Dorothée Chambon / Avocate à la cour, […]
Argentina - Cross-border Activities Webinar in English Recognised for the SAQ recertification The 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), […]
BRP Tax SA is pleased to invited you to the webinar dedicated to: Germany - Tax Aspects Webinar in English Recognised for recertification SAQ This 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 […]
CRD VI - Impact on Swiss and other third-country banks Webinar in English This 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 […]