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.

Tax efficient and compliant structures for Brazilian and Mexican clients
11 May 2021, Conference Online

Tax avoidance and criminal exposure risks for Brazilian and Mexican clients (and their advisers)
18 May 2021, Conference Online

Wealth planning solutions for Latin American clients (Argentina, Brazil, Mexico)
26 May 2021, Conference Online

Russia & CIS - Private clients
2 & 3 June 2021, Conference Online

Clients privés français : quelles conséquences tirer de la jurisprudence récente ?
7 mai 2021, Conference online

New ESG regulations: practical challenges for all Swiss asset managers
15 April 2021, Conference Online

Investing in Crypto Assets: which precautions should be taken in the choice of assets & platforms?
15 April 2021, Conference Online ; Conference face-to-face (if authorised)

Discretionary Portfolio Management, Investment Advisory, Execution Only: what are your FinSA obligations?
21 April 2021, Conference Online ; Conference face-to-face (if authorised)

Contrôles internes et documentation des obligations LSFin : mode d’emploi
28 avril 2021, Conference online ; Conference face-to-face (if authorised)

Etablir un questionnaire profil client et un profil de risque fiables et conformes à la LSFin et aux attentes de la FINMA
29 avril 2021, Conference online ; Conference face-to-face (if authorised)

La surveillance consolidée des groupes financiers
19 mai 2021, Conference online ; Conference face-to-face (if authorised)

Investing in crypto assets: the institutional investor approach (analytical tools, strategies)
20 May 2021, Conference Online ; Conference face-to-face (if authorised)

Due diligence LBA : comment corriger les déficiences relevées par la FINMA
27 mai 2021, Conference online ; Conference face-to-face (if authorised)

Conseil en placement et obligations LSFin : étendue du service, devoirs, règles de comportement, procédures
28 mai 2021, Conference online ; Conference face-to-face (if authorised)

Due diligence fiscale : quelles obligations ?
9 juin 2021, Conference online ; Conference face-to-face (if authorised)

Trustees Regulatory Challenges: new requirements, reorganisations and best options
10 June 2021, Conference Online ; Conference face-to-face (if authorised)

Croissance externe des gestionnaires de fortune : comment optimiser les modalités financières et fiscales
24 juin 2021, Conference online ; Conference face-to-face (if authorised)

Banque dépositaire et gestionnaire de fortune / conseiller en placement : quelles nouvelles relations dans le cadre LEFin/LSFin ?
10 novembre 2021, Conference online ; Conference face-to-face (if authorised)

Managing the DAC6 reporting phase in Cyprus: the AC21 Law (31 March 2021)
22 April 2021, Conference online

Tax risk management in private banking: how to comply with the MAS expectations
8 April 2021, Conference online