{"id":275706,"global_id":"brpsa.com?id=275706","global_id_lineage":["brpsa.com?id=275706"],"author":"3","status":"publish","date":"2025-02-24 09:24:55","date_utc":"2025-02-24 08:24:55","modified":"2025-08-22 10:53:14","modified_utc":"2025-08-22 08:53:14","url":"https:\/\/brpsa.com\/events\/marketing-events-and-use-of-social-media\/","rest_url":"https:\/\/brpsa.com\/wp-json\/tribe\/events\/v1\/events\/275706","title":"Marketing Events and Use of Social Media","description":"

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Marketing, Events, and Use of Social Media<\/span><\/span><\/b><\/span><\/h3>\n

Webinar in English<\/b><\/span><\/em><\/p>\n

Recognised for <\/strong>SAQ<\/a> recertification<\/strong>\u00a0– This course will enable you to earn 1.5 SAQ credits<\/span><\/strong><\/p>\n

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The 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<\/h5>\n

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The training is addressed to<\/b><\/span><\/h3>\n
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Institution<\/span><\/span><\/b><\/h4>\n

\u2612 Banks
\n\u2612 Securities firms
\n\u2612 Asset managers
\n\u2610 Trustees
\n\u2610 Managers of collective assets
\n\u2610 Fund management companies
\n\u2612 Client advisors
\n\u2612 Other financial intermediaries<\/i><\/span><\/b><\/p>\n<\/div>\n<\/th>\n

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Function<\/span><\/span><\/b><\/h4>\n

\u2612 Legal and Compliance
\n\u2612 Risk management
\n\u2610 Internal audit
\n\u2610 Central file
\n\u2612 Front
\n\u2612 Asset Management
\n\u2610 HR
\n\u2612 Marketing
\n\u2612 BoD
\n\u2610 Other<\/i><\/span><\/p>\n<\/div>\n<\/th>\n<\/tr>\n<\/thead>\n<\/table>\n

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Content<\/b><\/span><\/h3>\n
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Introduction<\/strong><\/span><\/strong><\/div>\n<\/div>\n<\/th>\n<\/tr>\n
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MiFID II<\/strong><\/span><\/strong><\/div>\n
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  • 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<\/li>\n<\/ul>\n<\/div>\n<\/th>\n<\/tr>\n
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MiCA<\/strong><\/div>\n
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  • Marketing 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<\/li>\n<\/ul>\n<\/div>\n<\/th>\n<\/tr>\n
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MAR<\/strong><\/div>\n
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  • Relevant definitions: Information Recommending or Suggesting an Investment Strategy, Investment Recommendations, Organisational requirements<\/li>\n
  • Required controls and involvement of the Senior Management<\/li>\n
  • ESMA and NCAs expectations<\/li>\n
  • Future regulation<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/th>\n<\/tr>\n
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Distributing documentation to the public vs. existing clients<\/strong><\/div>\n
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  • Macroeconomic documentation<\/li>\n
  • Financial analysis and Investment research<\/li>\n
  • Recommendation lists<\/li>\n<\/ul>\n<\/div>\n<\/th>\n<\/tr>\n
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Events and Social Media<\/strong><\/strong><\/div>\n
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  • The right way to organize them<\/li>\n
  • Influencers<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/th>\n<\/tr>\n
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Intra-EU: AIF pre-marketing rules<\/strong><\/strong><\/div>\n
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