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advice and information on courses and training programmes related to the topic

cross-border distribution
Unterforen: Marketing Communications, Notification Procedures

Markets in Financial Instruments Directive II
Unterforen: European MiFID Template (EMT), European Feedback Template (EFT), Marketing Communications including Advertisements

As a European regulation, MiFIR is directly applicable. It gives national competent authorities throughout Europe the power to prohibit or restrict the marketing, distribution and sale of financial instruments.

covers the range of investment products marketed to retail investors which are subject to an investment risk; the variety and complexity of the products and the size of the market means that consumers need comprehensive information about them; PRIIPs Regulation is the first to deal with pre-contractual information in the form of key information documents (KIDs)
Unterforen: European PRIIPs Template (EPT)

Solvency II: sets out requirements applicable to insurance and reinsurance companies in the EU with the aim to ensure the adequate protection of policyholders and beneficiaries; has a risk-based approach that enables to assess the “overall solvency” of insurance and reinsurance undertakings through quantitative and qualitative measures
IORP II: sets common standards ensuring the soundness of occupational pensions and adequately protecting pension scheme members and beneficiaries
Unterforen: Tripartite Template (TPT)

The OFR is a new gateway to allow certain investment funds established outside the UK to be promoted in the UK, including to retail clients.
If a fund applies for and is given 'recognised scheme' status under the OFR, it can be promoted in the same way as an authorised collective investment scheme established in the UK.

brand positioning; brand awareness campaigns; reputation management

Unterforen: EU/EEA Member States, other Countries

social media marketing; content marketing

legal contracts; Service Level Agreements (SLAs); fee structures

market analysis; target audience identification; distribution channels

organizing seminars and webinars; sponsorships and partnerships; conferences

UCITS and AIFMD passporting

transparency; disclosure requirements

marketing plan development; sales techniques; investor relations

training sales teams; developing sales materials

digital distribution platforms; CRM systems; reporting tools