{"id":280927,"date":"2026-01-12T13:27:41","date_gmt":"2026-01-12T12:27:41","guid":{"rendered":"https:\/\/brpsa.com\/?p=280927"},"modified":"2026-01-13T08:30:42","modified_gmt":"2026-01-13T07:30:42","slug":"isle-of-man-cm-eam","status":"publish","type":"post","link":"https:\/\/brpsa.com\/isle-of-man-cm-eam\/","title":{"rendered":"Isle of Man – CM EAM"},"content":{"rendered":"\n

Country Manual Independent Portfolio Manager\/Advisor (EAM)<\/a><\/mark><\/strong><\/h2>\n\n\n\n

Isle of Man<\/mark><\/strong><\/strong><\/h2>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

out of Company’s Country of Establishment (RS, BT & Def)<\/strong><\/p>\n\n\n\n

<\/div>\n\n\n\n
Source of changes<\/th>Answers<\/th><\/tr><\/thead>
Law \/ Regulation<\/td>No<\/mark><\/strong><\/td><\/tr>
New Position of the Authorities<\/td>No<\/mark><\/strong><\/td><\/tr>
Evolution of Expert’s Interpretation<\/td>Yes<\/mark><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
<\/div>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

Regulatory Summary and Behaviour Template<\/strong><\/p>\n\n\n\n

Material changes<\/mark><\/strong><\/p>\n\n\n\n

There are no significant material changes to be reported since the last update, but we have added an extra comment to the Behaviour Template for Providing Marketing Brochures on the Company\u2019s initiative that there should be no information on specific services.<\/p>\n\n\n\n

We have also added the comment \u201con a one-to-one basis\u201d for custodian account opening on the Client\u2019s initiative.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Non-material changes<\/mark><\/strong><\/p>\n\n\n\n

Some comments have been reworded and further non-material changes have been made throughout the documents.<\/p>\n\n\n\n

<\/p>\n\n\n\n

BT Short Comparison<\/strong><\/p>\n\n\n\n

This document allows users to quickly identify the modifications made compared to the previous version of the EAM Manual (BT Short Comparison). The BT Short Comparison can be found on BRP\u2019s platform (mybrponline<\/a>) in the Search tab by entering in the Document Field \u201cCM EAM BT SHORT COMP\u201d and \u201cISLE OF MAN<\/mark><\/strong>\u201d in the Target Country Field.<\/p>\n\n\n\n

<\/p>\n\n\n\n

The BT Short Comparison should be read as follows:<\/em><\/strong><\/p>\n\n\n\n

The first column contains a short description of the activity in question. The second column contains the answers of the previous version of the Country Manual (online until the day of the alert). The third column contains the new answers of the most recent version of the Country Manual. Only the modified answers are displayed (in colour). If the answers in the new version are unchanged compared to the previous version, they are shaded in grey.<\/p>\n\n\n\n

<\/p>\n\n\n\n

 <\/strong><\/p>\n\n\n\n

For more information, please contact us: info@brpsa.com<\/a><\/p>\n\n\n\n

<\/div>\n\n\n\n

Geneva, January 12th<\/sup> 2026<\/p>\n","protected":false},"excerpt":{"rendered":"

Country Manual Independent Portfolio Manager\/Advisor (EAM) Isle of Man out of Company’s Country of Establishment (RS, BT & Def) Source of changes Answers Law \/ Regulation No New Position of […]<\/p>\n","protected":false},"author":3,"featured_media":280929,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"iawp_total_views":0,"footnotes":"[]"},"categories":[1768,833,842],"tags":[843,878,873,1071],"sp_smart_badges":[],"class_list":["post-280927","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1768","category-cross-border","category-update-2024","tag-brp-country-manual","tag-external-asset-manager","tag-independent-portfolio-manager-advisor-eam","tag-isle-of-man"],"yoast_head":"\nBRP - 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