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Headline Issue Diary Date
Improved enforcement of tax legislation yields highest-ever revenue collection number 217 CompliNEWS 01 Apr 2022
Long-term NHI strategy 217 CompliNEWS 01 Apr 2022
AIH investors likely to lose millions 217 CompliNEWS 01 Apr 2022
FIC assessment of the inherent money laundering and terrorist financing risks – Trust Services Provider sector 217 CompliNEWS 01 Apr 2022
Latest FAIS notices 217 CompliNEWS 01 Apr 2022
FSCA warns the public against Above and Beyond Trading Funeral Undertakers (Pty) Ltd 217 CompliNEWS 01 Apr 2022
FSCA warns the public against Gift of Legacy 217 CompliNEWS 01 Apr 2022
Ukraine war delays bank fraud trial's start 217 CompliNEWS 01 Apr 2022
Solicitors charged with stealing £20m of investors’ money 217 CompliNEWS 01 Apr 2022
Update on FAIS and FICA regulatory reporting 216 CompliNEWS 25 Mar 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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