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Headline Issue Diary Date
Telephone marketing and PoPIA 226 CompliNEWS 03 Jun 2022
Tackling global privacy harms with international cooperation 226 CompliNEWS 03 Jun 2022
Shorter tax season 226 CompliNEWS 03 Jun 2022
UK regulator's silence adds insult to injury as Woodford investment scandal hits three-year mark 226 CompliNEWS 03 Jun 2022
Cybersecurity and cyber resilience – best practice 226 CompliNEWS 03 Jun 2022
Key questions for an organisation’s board of directors around cybersecurity and cyber resilience 226 CompliNEWS 03 Jun 2022
Still no low-cost medical aid benefit framework 226 CompliNEWS 03 Jun 2022
FSCA Emerging Retirement Sector Strategy – Unathi Kamlana, FSCA Commissioner presentation – May 2022 226 CompliNEWS 03 Jun 2022
FSCA CIS Notice 5 of 2022 – Exemption of managers of Collective Investment Schemes from certain requirements in Board Notice 92 of 2014 226 CompliNEWS 03 Jun 2022
PIC suspends COO over misconduct allegations 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.

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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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