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Headline Issue Diary Date
Sanctions compliance – avoiding compliance overkill – properly assess and manage tangible risks 227 CompliNEWS 12 Jun 2022
Financial Services Tribunal – T Van Der Merwe (Bornman) v PFA and Another (Pension fund benefits) 227 CompliNEWS 12 Jun 2022
Nedbank to appeal R2m illegal charge ruling 227 CompliNEWS 12 Jun 2022
FSCA appoints Statutory Manager for N-e-FG Administrators (Pty) Ltd 227 CompliNEWS 12 Jun 2022
Subscribers' Note 226 CompliNEWS 03 Jun 2022
Aussie regulator releases Information Sheet on warnings and reprimands given to financial advisers 226 CompliNEWS 03 Jun 2022
High Court Judgment – Sunward Motors v FIC 226 CompliNEWS 03 Jun 2022
R1.5bn tax assessment against family trust 226 CompliNEWS 03 Jun 2022
World's richest families invest more in private equity amid volatile markets – UBS 226 CompliNEWS 03 Jun 2022
South African private equity industry adapts to a changing world 226 CompliNEWS 03 Jun 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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