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27 November 2025 Financial Service Intelligence Watch

King V sets a new governance standard for South Africa’s digital era

ENS reports that King V, released on 31 October 2025 and effective from January 2026, is the latest update to South Africa’s corporate governance framework. It replaces King IV and responds to the pressures shaping today’s operating environment – climate and supply-chain disruption, rising compliance and insurance costs, geopolitical instability and ...

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Working Smart

By Lee Rossini

Personalisation in financial services refers to the process of tailoring advice, solutions, and ongoing support to the unique circumstances, goals, behaviours, and values of an individual client. Personalised advice involves a deep understanding of a client’s financial position, aspirations, risk tolerance, life stage, and personal preferences. This approach goes beyond generic product recommendations and instead focuses on building a strategy that reflects the client’s identity and life journey.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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