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Headline Issue Diary Date
US SEC Charges Credit Suisse with FCPA Violations and fines it R405m 29 CompliNEWS 11 Jul 2018
Ten convicted for failing to submit returns 29 CompliNEWS 11 Jul 2018
VBS bosses stole 75% of its assets – SARB 29 CompliNEWS 11 Jul 2018
B-BBEE Commission, SARS sign MOU on fronting 29 CompliNEWS 11 Jul 2018
Inquiry proposals feature in unimplemented legislation 28 CompliNEWS 03 Jul 2018
How do you add value as a financial planner? 28 CompliNEWS 03 Jul 2018
FAIS Ombud Determinations - David Jackson Mbetse and Pieter de Wet t/a Model Insurance Company: Office of the Statutory Ombud for Financial Services Providers: FSOS 00132/13-14/GP 3 28 CompliNEWS 03 Jul 2018
UK's FCA consults over fairer treatment of 'regular premium' PPI or credit life complaints 28 CompliNEWS 03 Jul 2018
Attention investment managers or advisers - RDR discussion document released on investment related matters 28 CompliNEWS 03 Jul 2018
UK regulator stops 38 dealers offering finance to customers for compliance failures 28 CompliNEWS 03 Jul 2018
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Working Smart

By Lee Rossini

Preparing a financial services business for sale is not something that happens overnight. Whether you're looking to exit next year or in ten years’ time, building a business that is attractive to buyers takes careful planning, operational discipline, and a clear understanding of what drives value. Here are key guidelines to ensure your business is sale-ready when the time comes to sell:

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