All our conferences can be attended online on Zoom, whether or not we can also organise them face-to-face. The conferences will be organised face-to-face if they are authorised by the authorities. The rules relative to public events are different across countries and they can change at short notice. In any case, the conferences will be always available online on Zoom. Academy & Finance provides technical assistance before and during the conference.

Russian clients in the crisis: practical strategies in the context of sanctions
10 June 2022, Conference Online

Sanctions against Russia: practical guidelines for Swiss professionals
23 June 2022, Conference Online

Le projet de directive ATAD 3 : une nouvelle étape dans la lutte contre les sociétés écrans
24 mai 2022, Conference Online ; Conference face-to-face (if authorised)

CRS classification of entities - How to be ready for the CRS audit
31 May 2022, Conference Online ; Conference face-to-face (if authorised)

Best execution : comment mettre en oeuvre les nouvelles obligations LSFin ?
1 juin 2022, Conference Online ; Conference face-to-face (if authorised)

Traitement des ordres des clients : mesures de la qualité d’exécution, adaptation aux conditions de marché, MiFID
1 juin 2022, Conference Online ; Conference face-to-face (if authorised)

CRS and foreign entities
8 June 2022, Conference Online ; Conference face-to-face (if authorised)

Best Execution: how to implement the new FinSA obligations
9 June 2022, Conference Online ; Conference face-to-face (if authorised)

Execution of clients’ orders: measuring the quality of execution, adapting to market conditions, MiFID
9 June 2022, Conference Online ; Conference face-to-face (if authorised)

Protection des données et services financiers
2 juin 2022, Conference Online ; Conference face-to-face (if authorised)

Respect des règles de conduite LSFin : comment surveiller et sanctionner ?
21 juin 2022, Conference Online ; Conference face-to-face (if authorised)

Rémunération variable et LSFin : quels changements imposent les nouvelles règles ?
21 juin 2022, Conference Online ; Conference face-to-face (if authorised)

Brazilian private clients: recent changes, key challenges, best strategies
22 June 2022, Conference Online ; Conference face-to-face (if authorised)

Brazilian private clients: recent changes, key challenges, best strategies
24 June 2022, Conference Online ; Conference face-to-face (if authorised)

Who are the beneficial owners of trust and of companies held by a trust?
29 June 2022, Conference Online

CRS and trusts
6 July 2022, Conference Online ; Conference face-to-face (if authorised)

CRS and foreign entities
6 July 2022, Conference Online ; Conference face-to-face (if authorised)

Contrôle des transactions – comment générer et traiter les alertes de manière efficace
15 juin 2022, Conference Online ; Conference face-to-face (if authorised)

Bénéficiaire effectif des dividendes et des intérêts : quelles sociétés ne le sont pas ?
16 juin 2022, Conference Online ; Conference face-to-face (if authorised)

Transactions Monitoring: understanding the risks
24 May 2022, Conference Online

Transactions monitoring: how to generate the appropriate alerts
31 May 2022, Conference Online

New challenges for tax planning structures: Singapore, Indonesia, European Union
23 June 2022, Conference Online

CRS and trusts
5 July 2022, Conference Online

CRS and foreign entities
7 July 2022, Conference Online

Academy & Finance offers you the opportunity to watch a selection of the most interesting presentations made in the recent conferences. You can see and listen to the speaker while he/she presents the slides and answers the questions from the audience. You can watch the presentations when you choose. We send you the slides in pdf format and provide technical assistance.

Brazilian private clients

Russian private clients

Introduction to crypto assets investing