Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search

Stories

Search

Filter
Filter
Filter
Filter
Headline Issue Diary Date
My Wealth entities hit with multi-million-rand penalties and mastermind banned 313 CompliNEWS 15 Mar 2024
Agent and practitioner compliance report submission rates remain disappointingly low 313 CompliNEWS 15 Mar 2024
South Africa faces uphill battle to shed FATF grey-list status amid anti-money laundering efforts 313 CompliNEWS 15 Mar 2024
New Consumer Advisory Panel kicks off to amplify retail financial customers' voices in South Africa 313 CompliNEWS 15 Mar 2024
SCA grapples with Old Mutual's liability in landmark Fidentia scandal appeal 313 CompliNEWS 15 Mar 2024
Old Mutual adviser acquisition model investigated 313 CompliNEWS 15 Mar 2024
Plans to review firms' treatment of vulnerable customers, aiming for fair outcomes 313 CompliNEWS 15 Mar 2024
FCA fines IFM £897 840 for poor pension advice; bans advisers and demands compensation for customers 313 CompliNEWS 15 Mar 2024
FSCA raises concerns over misinterpretation of new two-pot retirement system 313 CompliNEWS 15 Mar 2024
Controversy arises as FNB closes Jacob Zuma's account ahead of elections, sparking political debate 313 CompliNEWS 15 Mar 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.

We use cookies to give you a personalised experience that suits your online behaviour on our websites. Otherwise, you may click here to learn more, or learn how to block or disable cookies. Disabling cookies might cause you to experience difficulties on our website as some functionality relies on cookie information. You can change your mind at any time by visiting “Cookie Preferences”. Any personal data about you will be used as described in our Privacy Policy.