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Headline Issue Diary Date
European Sustainability Reporting Standards (ESRS) – An overview and what it means for companies in the EU 284 CompliNEWS 04 Aug 2023
The rise of Bitcoin – Assessing its place in the ESG framework 284 CompliNEWS 04 Aug 2023
Economic sanctions – Do they still pack a punch? 284 CompliNEWS 04 Aug 2023
UK's Ombudsman directs Quilter to refund over unnecessary adviser charges 284 CompliNEWS 04 Aug 2023
Suspicious Activity Reports (SARs) – The linchpin of modern financial intelligence; Compli-Serve provides other examples 284 CompliNEWS 04 Aug 2023
Integrating climate-related risks into banking – An ESG perspective 284 CompliNEWS 04 Aug 2023
Review and feedback on the proposed Guidance Note on climate-related risk practices for banks 284 CompliNEWS 04 Aug 2023
Guidance Note – Proposed guidance on climate-related disclosures for insurers 284 CompliNEWS 04 Aug 2023
Certain funds exempted from sections 9A and 16 of the Pension Funds Act 284 CompliNEWS 04 Aug 2023
UK's Financial Conduct Authority collaborates with Treasury on advisory boundaries: A shift for enhanced consumer decision-making 284 CompliNEWS 04 Aug 2023
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.

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