Academy & Finance - Gestion cross-border : nouveaux défis et solutions pratiques

Wadie Sanbar speaks at a conference organized by Academy & Finance about the new challenges and practical solutions of cross-border asset management. He deals more specifically with the following topics:
- Reminder of the rules, grey areas, uncertainties and changes ahead
- Cross border activities and services with and without physical presence
- The use of independent wealth managers and sales representatives: what options? - Account opening
- Financial advice and management mandate
- Sales of products
- Reporting to foreign regulatory authorities
- Which efficient and compliant business model?
- Medium-sized and large banks: what can they do? What do they do in practice?