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Headline Issue Diary Date
Proposed JSE listing requirement amendments published 221 CompliNEWS 29 Apr 2022
SARS warns of increase in scams targeting taxpayers’ personal information 221 CompliNEWS 29 Apr 2022
Improved financial protection approved for consumers – Legal Services Board (LSB) 221 CompliNEWS 29 Apr 2022
Publication of Exemption of Particular Persons from Compliance with Certain Competency Requirements, No 2 of 2022 221 CompliNEWS 29 Apr 2022
Latest FSCA FAIS Notices 221 CompliNEWS 29 Apr 2022
FSCA fines Viva Cover and Comit Technologies both R110 000 for contravening financial sector laws 221 CompliNEWS 29 Apr 2022
Gauteng High Court – Crossman v Capital Alliance (Death benefit) 221 CompliNEWS 29 Apr 2022
SCA: Commissioner, South African Revenue Service v Sasol Chevron Holdings Limited 220 CompliNEWS 21 Apr 2022
Central African Republic adopts Bitcoin as legal currency 220 CompliNEWS 21 Apr 2022
How to improve social media marketing 220 CompliNEWS 21 Apr 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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