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Headline Issue Diary Date
The FSCA’s strategy sheds light on compliance focus areas 219 CompliNEWS 14 Apr 2022
CMS – Training webinars for healthcare brokers in May 2022 219 CompliNEWS 14 Apr 2022
How investment managers performed in 2021 219 CompliNEWS 14 Apr 2022
CMS Research Note 1 of 2022 – Funding of healthcare services by medical schemes 219 CompliNEWS 14 Apr 2022
Scammers becoming more innovative 219 CompliNEWS 14 Apr 2022
Dutch data protection regulator fines its Ministry of Foreign Affairs for data protection breaches around ‘transparency principle’ 219 CompliNEWS 14 Apr 2022
SA banks invest more in digital services 219 CompliNEWS 14 Apr 2022
Expect major power cuts throughout winter – Eskom 219 CompliNEWS 14 Apr 2022
Summary of the Constitutional Court judgment involving Municipal Employees Pension Fund, Akani Retirement Fund Administrators & Mongwaketse 219 CompliNEWS 14 Apr 2022
FIC – Amendments to the Targeted Financial Sanctions (TFS) list 219 CompliNEWS 14 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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