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Headline Issue Diary Date
The role of an influencer in financial planning 332 CompliNEWS 28 Jul 2024
Australia's ASIC bans Joel James Hewish and cancels UGC’s licence 332 CompliNEWS 28 Jul 2024
‘Two-pot’ system brings end to ‘era of spinning’ 332 CompliNEWS 28 Jul 2024
Workers’ pension funds must not serve as government's ATM, warns Solidarity 332 CompliNEWS 28 Jul 2024
FSCA probes Steinhoff for market abuse 332 CompliNEWS 28 Jul 2024
Review of UK FCA's requirements following the introduction of the Consumer Duty 332 CompliNEWS 28 Jul 2024
FATF releases fifth review of virtual asset standards implementation 332 CompliNEWS 28 Jul 2024
Final Travel Rule Guidelines for the EU released by EBA 332 CompliNEWS 28 Jul 2024
CMS challenges High Court decision to lift curatorship on Medipos 332 CompliNEWS 28 Jul 2024
FIC’s patience runs thin with non-compliant law firms and estate agents 332 CompliNEWS 28 Jul 2024
Working Smart

By Lee Rossini

In a highly competitive environment where services and products offered to clients are often very similar, what differentiates successful financial services businesses is their ability to build and sustain a client-centric culture. A client-centric culture places the client at the heart of every decision, process, and interaction, ensuring that the business consistently delivers value, trust, and exceptional service.

CPD

Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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