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
ReAssure addresses delays in the UK and apologises to adviser's client 284 CompliNEWS 04 Aug 2023
FST case summary – Maria Monkwe and FNB a Division of First Rand Bank Limited (debarment of representative – non-compliance with FICA requirements) 284 CompliNEWS 04 Aug 2023
FSCA updates submission format for annual financial statements and Regulation 28 quarterly reporting 284 CompliNEWS 04 Aug 2023
Access to workshop recordings – FSCA issues Communication 13 of 2023 (FAIS) 284 CompliNEWS 04 Aug 2023
Taxpayers seek court order to prevent salary deductions over N$833m tax refund scam in Namibia 284 CompliNEWS 04 Aug 2023
South Africa's long road to employment equity: Minister Thulas Nxesi addresses slow economic transformation 284 CompliNEWS 04 Aug 2023
SCA grants divorcee additional R800 000 in pension benefits, overturns High Court's decision 284 CompliNEWS 04 Aug 2023
RICA Act revamp on the horizon – Government proposes enhanced safeguards and surveillance transparency 284 CompliNEWS 04 Aug 2023
Amendments to National Prosecuting Authority Act soon 284 CompliNEWS 04 Aug 2023
Optimising client files – A guide for South African financial planners 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.

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.