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Headline Issue Diary Date
Finding opportunity in a world of uncertainty 230 CompliNEWS 03 Jul 2022
UK MPs warn against ‘dirty money enablers’ 230 CompliNEWS 03 Jul 2022
Dishonest claimant loses entire damages award 230 CompliNEWS 03 Jul 2022
The Mauritian Virtual Asset and Initial Token Offering Services Act, 2021, comes into force; AML risk assessment released 230 CompliNEWS 03 Jul 2022
IQ-EQ handed £800,000 (R15m) fine in Jersey for regulatory breaches 230 CompliNEWS 03 Jul 2022
Update to Targeted Financial Sanctions (TFS) list 230 CompliNEWS 03 Jul 2022
FATF and its impact on country’s economy due to grey listing 230 CompliNEWS 03 Jul 2022
Bitcoin firm Mirror Trading International charged with fraud 230 CompliNEWS 03 Jul 2022
Development of a new regulatory framework under the COFI Bill 230 CompliNEWS 03 Jul 2022
FSCA publishes its Regulation Plan for the next three years (2022–2025) 230 CompliNEWS 03 Jul 2022
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Working Smart

By Lee Rossini

To build a sustainable business in today’s complex environment, financial planners need to offer more than expert recommendations. It requires cultivating strong partnerships with clients built on collaboration. Collaboration is more than just communication; it is the process of working jointly with clients to identify their goals, understand their challenges, and co-create tailored solutions that align with their financial aspirations. By adopting a collaborative approach, planners can gain deeper insights into client needs, strengthen trust, and deliver advice that truly resonates.

CPD

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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