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Headline Issue Diary Date
Parliament’s social media accounts hacked 363 CompliNEWS 16 Mar 2025
KZN High Court (Durban): Naidoo v Discovery Life 363 CompliNEWS 16 Mar 2025
Life insurance non-disclosure: R6m claim rejected by court 363 CompliNEWS 16 Mar 2025
CJ Sihlaba v Grant Thornton Group Provident Fund & Others (Pension fund dispute) 363 CompliNEWS 16 Mar 2025
FSCA grants UBS AG exemption for certain clients until 2030 363 CompliNEWS 16 Mar 2025
Mathebula v Clientèle Life Assurance Company Limited (debarment) 363 CompliNEWS 16 Mar 2025
Understanding FSCA FAIS Notice 27 of 2025: Exemptions and their impact on FSPs 363 CompliNEWS 16 Mar 2025
FSCA’s Investment Providers Sustainable Finance Survey Report: Guidance for firms 362 CompliNEWS 10 Mar 2025
FSCA releases Sustainable Finance Survey report for the investment sector 362 CompliNEWS 10 Mar 2025
Compliance lessons from Simpson Thacher & Bartlett’s AML fine in the UK 362 CompliNEWS 10 Mar 2025
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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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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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