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Headline Issue Diary Date
Evaluating risk in TCSPs – A guide by Compli-Serve 286 CompliNEWS 20 Aug 2023
Guidance on Trust and Company Service Providers (TCSP) 286 CompliNEWS 20 Aug 2023
Guidance on Trust Company Service Providers issued 286 CompliNEWS 20 Aug 2023
Scam misusing Julius Baer's name on WhatsApp and Facebook 286 CompliNEWS 20 Aug 2023
Telegram Group misrepresenting Fairtree Asset Management 286 CompliNEWS 20 Aug 2023
Beware of fraudulent activity misrepresenting Emperor Asset Management 286 CompliNEWS 20 Aug 2023
Anchor Capital's identity misused by WhatsApp syndicate 286 CompliNEWS 20 Aug 2023
WhatsApp scam misusing Aluma Capital's logo 286 CompliNEWS 20 Aug 2023
UK regulator's new mandate on cash access – An overview 286 CompliNEWS 20 Aug 2023
UK's Financial Watchdog issues detailed guidance on new crypto transfer protocols 286 CompliNEWS 20 Aug 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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