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Headline Issue Diary Date
Justice department challenges R5m fine in court following cyberattack 293 CompliNEWS 08 Oct 2023
Tribunal dismisses appeal against debarment for premium manipulation by DCDS representative 293 CompliNEWS 08 Oct 2023
Employee's unauthorised account access leads to debarment – Tribunal dismisses reconsideration in FNB case 293 CompliNEWS 08 Oct 2023
FST determination involving Markus Johannes Jooste v JSE Limited 293 CompliNEWS 08 Oct 2023
Citibank's local branch faces SARS scrutiny over offshore employee secondment 293 CompliNEWS 08 Oct 2023
Compli-Serve presents 293 CompliNEWS 08 Oct 2023
Absa Bank employees convicted of fraud and money laundering 293 CompliNEWS 08 Oct 2023
Charmaine Mokgobi v Capitec Bank (debarment) 293 CompliNEWS 08 Oct 2023
Deadline for tax submissions fast approaching 293 CompliNEWS 08 Oct 2023
FSCA sets deadline for Open Finance activities information request: 10 November 2023 293 CompliNEWS 08 Oct 2023
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Working Smart

By Lee Rossini

In the current volatile, rapidly changing and uncertain climate, clients are looking for more than just investment advice from their financial planners. The lack of certainty and safety in the markets tends to make investors more anxious and reactive. In this environment, financial planners must act not only as strategists but also as guides and confidants. Here’s what clients are increasingly expecting.

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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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