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Headline Issue Diary Date
UBS fined $8.1m over ETP sale compliance failures 183 CompliNEWS 19 Jul 2021
Latest FAIS notices 183 CompliNEWS 19 Jul 2021
FSCA warns the public against Global TradeATF/Bayline Trading Ltd 183 CompliNEWS 19 Jul 2021
FST case summary involving Viljoen and Joroy 0082 CC t/a Bosch Financial Services 183 CompliNEWS 19 Jul 2021
Personal influence 183 CompliNEWS 19 Jul 2021
FSCA statement on SASRIA SOC Limited insurance claims 183 CompliNEWS 19 Jul 2021
Final sequestration order for missing MTI CEO's estate granted 183 CompliNEWS 19 Jul 2021
Latest data protection enforcement cases 183 CompliNEWS 19 Jul 2021
Cross-border data transfers and PoPIA 183 CompliNEWS 19 Jul 2021
Australian regulator releases reference-checking and information-sharing protocol for financial advisers 183 CompliNEWS 19 Jul 2021
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Working Smart

By Lee Rossini

Strategic planning is essential for any business operating in a highly regulated, competitive, and rapidly changing environment. Banks, insurers, asset managers, and fintech companies use strategic planning frameworks to assess market conditions, allocate resources, manage risks, and achieve long-term objectives. Several models are commonly used, each offering distinct benefits and limitations.

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