{"id":278722,"global_id":"brpsa.com?id=278722","global_id_lineage":["brpsa.com?id=278722"],"author":"3","status":"publish","date":"2025-09-18 15:39:23","date_utc":"2025-09-18 13:39:23","modified":"2025-09-23 17:09:33","modified_utc":"2025-09-23 15:09:33","url":"https:\/\/brpsa.com\/events\/germany-cross-border-activities-2025\/","rest_url":"https:\/\/brpsa.com\/wp-json\/tribe\/events\/v1\/events\/278722","title":"Germany &#8211; Cross-border Activities","description":"<h3><span style=\"color: #333333;\"><b><span class=\"TextRun SCXW69261455 BCX8\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW69261455 BCX8\">Germany &#8211; Cross-border Activities<\/span><\/span><\/b><\/span><\/h3>\n<p><em>Webinar <span style=\"color: #f3c95d;\"><b>in English<\/b><\/span><\/em><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p><strong>Recognised for <\/strong><strong><a href=\"https:\/\/saq.ch\/en\/\">SAQ<\/a> recertification<\/strong><strong>\u00a0&#8211; This course will enable you to earn <span style=\"color: #e11917;\">1.5 SAQ credits<\/span><\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-277076 alignleft\" src=\"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/04\/1.5-credits-400x292.png\" alt=\"\" width=\"250\" height=\"183\" \/><\/p>\n<h5><\/h5>\n<h5><\/h5>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>This training covers the regulatory framework for financial activities of an unlicensed foreign financial institution in and into Germany from a third country, i.e., from outside of the European Economic Area (EEA). The presentation entails the German cross-border rules governing topics such as 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 External Asset Managers). We will also briefly discuss cross-border licenses and Freistellung exemptions in this context. In addition, this webinar highlights the German tax regulations related to cross-border investment services offered from a third country to a German private investor. 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 law risks.<\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"color: #f3c95d;\"><b>The training is addressed to<\/b><\/span><\/h3>\n<hr \/>\n<table style=\"height: 138px; width: 609px; border-style: none;\">\n<thead>\n<tr>\n<th style=\"width: 290.484px;\">\n<div class=\"block-editor-rich-text__editable rich-text\" role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\">\n<h4><b><span style=\"color: #76602f;\"><span style=\"vertical-align: inherit;\">Institution<\/span><\/span><\/b><\/h4>\n<p style=\"padding-left: 40px;\"><span style=\"vertical-align: inherit;\">\u2612 Banks<br \/>\n\u2612 Securities firms<br \/>\n\u2612 Asset managers<br \/>\n\u2610 Trustees<br \/>\n\u2610 Managers of collective assets<br \/>\n\u2610 Fund management companies<br \/>\n\u2612 Client advisors<br \/>\n\u2610<i> Other financial intermediaries<\/i><\/span><\/p>\n<\/div>\n<\/th>\n<th style=\"width: 304.516px;\">\n<p align=\"left\"><b style=\"color: #333333; font-size: 18px; font-family: inherit;\"><span style=\"color: #76602f;\"><span style=\"vertical-align: inherit;\">Function<\/span><\/span><\/b><\/p>\n<div class=\"block-editor-rich-text__editable rich-text\" role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\">\n<p style=\"padding-left: 40px;\"><span style=\"vertical-align: inherit;\">\u2612 Legal and Compliance<br \/>\n\u2612 Risk management<br \/>\n\u2610 Internal audit<br \/>\n\u2610 Central file<br \/>\n\u2612 Front<br \/>\n\u2610 Asset Management<br \/>\n\u2610 HR<br \/>\n\u2612 Marketing<br \/>\n\u2612 BoD<br \/>\n\u2610 <i>Other<\/i><\/span><\/p>\n<\/div>\n<\/th>\n<\/tr>\n<\/thead>\n<\/table>\n<h3><\/h3>\n<h3><span style=\"color: #f3c95d;\"><b>Content<\/b><\/span><\/h3>\n<hr \/>\n<table style=\"height: 660px; width: 1060px; border-style: none;\">\n<thead>\n<tr style=\"height: 96px;\">\n<th class=\"has-text-align-left wp-block-table__cell-content\" style=\"width: 1052px; height: 96px;\">\n<div class=\"block-editor-rich-text__editable rich-text\" role=\"textbox\" contenteditable=\"true\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\">\n<div class=\"block-editor-rich-text__editable rich-text\" role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\"><span style=\"vertical-align: inherit;\"><strong>&gt; Regulatory Framework Governing<\/strong><\/span><\/strong><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\"><span style=\"vertical-align: inherit;\"><strong>&gt; Cross-border Licences &amp; Freitellung Exemptions<\/strong><\/span><\/strong><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\"><span style=\"vertical-align: inherit;\"><strong>&gt; Prospecting<\/strong><\/span><\/strong><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\"><span style=\"vertical-align: inherit;\"><strong>&gt; Negotiation<\/strong><\/span><\/strong><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\"><span style=\"vertical-align: inherit;\"><strong>&gt; Provision of Services<\/strong><\/span><\/strong><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\">&gt; Distribution \/ Placement of Financial Products<\/strong><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\"><span style=\"vertical-align: inherit;\"><strong>&gt; Cooperation with Third Parties<\/strong><\/span><\/strong><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\">&gt; Case Studies <\/strong>(<b>signature BRP<\/b>)<\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><\/div>\n<div role=\"textbox\" align=\"left\" aria-multiline=\"true\" aria-label=\"Header cell text\"><strong style=\"color: #76602f; font-size: 18px;\">&gt; Tax Suitability Aspects<\/strong><\/div>\n<\/div>\n<\/th>\n<\/tr>\n<\/thead>\n<\/table>\n<p>&nbsp;<\/p>\n<p>For more information on this webinar, please <a href=\"\/contact-us\/?concern=training-brp\" target=\"_blank\" rel=\"noopener\">contact us<\/a>.<\/p>","excerpt":"","slug":"germany-cross-border-activities-2025","image":{"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-scaled.jpg","id":278730,"extension":"jpg","width":2560,"height":1783,"filesize":329110,"sizes":{"medium":{"width":400,"height":279,"mime-type":"image\/jpeg","filesize":19259,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-400x279.jpg"},"large":{"width":1024,"height":713,"mime-type":"image\/jpeg","filesize":82963,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-1024x713.jpg"},"thumbnail":{"width":150,"height":150,"mime-type":"image\/jpeg","filesize":5464,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-150x150.jpg"},"medium_large":{"width":768,"height":535,"mime-type":"image\/jpeg","filesize":53513,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-768x535.jpg"},"1536x1536":{"width":1536,"height":1070,"mime-type":"image\/jpeg","filesize":156570,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-1536x1070.jpg"},"2048x2048":{"width":2048,"height":1427,"mime-type":"image\/jpeg","filesize":239874,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-2048x1427.jpg"},"et-pb-post-main-image":{"width":400,"height":250,"mime-type":"image\/jpeg","filesize":17845,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-400x250.jpg"},"et-pb-post-main-image-fullwidth":{"width":1080,"height":675,"mime-type":"image\/jpeg","filesize":84155,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-1080x675.jpg"},"et-pb-portfolio-image":{"width":400,"height":284,"mime-type":"image\/jpeg","filesize":19570,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-400x284.jpg"},"et-pb-portfolio-module-image":{"width":510,"height":382,"mime-type":"image\/jpeg","filesize":29947,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-510x382.jpg"},"et-pb-portfolio-image-single":{"width":1080,"height":752,"mime-type":"image\/jpeg","filesize":90759,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-1080x752.jpg"},"et-pb-gallery-module-image-portrait":{"width":400,"height":516,"mime-type":"image\/jpeg","filesize":30089,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-400x516.jpg"},"et-pb-post-main-image-fullwidth-large":{"width":2880,"height":1800,"mime-type":"image\/jpeg","filesize":358427,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-2880x1800.jpg"},"et-pb-image--responsive--desktop":{"width":1280,"height":892,"mime-type":"image\/jpeg","filesize":118777,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-1280x892.jpg"},"et-pb-image--responsive--tablet":{"width":980,"height":683,"mime-type":"image\/jpeg","filesize":78745,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-980x683.jpg"},"et-pb-image--responsive--phone":{"width":480,"height":334,"mime-type":"image\/jpeg","filesize":25353,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-480x334.jpg"},"jv_team_image_250_330":{"width":250,"height":330,"mime-type":"image\/jpeg","filesize":14775,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-250x330.jpg"},"jv_team_list_image":{"width":300,"height":300,"mime-type":"image\/jpeg","filesize":16043,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-300x300.jpg"},"jv_team_grid_image":{"width":400,"height":400,"mime-type":"image\/jpeg","filesize":24348,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-400x400.jpg"},"jv_team_horizontal_image":{"width":600,"height":600,"mime-type":"image\/jpeg","filesize":47039,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-600x600.jpg"},"woocommerce_thumbnail":{"width":250,"height":188,"mime-type":"image\/jpeg","filesize":9871,"uncropped":false,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-250x188.jpg"},"woocommerce_single":{"width":550,"height":383,"mime-type":"image\/jpeg","filesize":31673,"url":"https:\/\/brpsa.com\/wp-content\/uploads\/2025\/09\/2025.10.22_Germany-Cross-border-Activities-1-550x383.jpg"},"woocommerce_gallery_thumbnail":{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