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Headline Issue Diary Date
Post-disaster regulations gazetted 216 CompliNEWS 25 Mar 2022
UK's FCA fines Gam £9.1m (R173.3m) for conflicts of interest 216 CompliNEWS 25 Mar 2022
Department defends NHI oversight role 216 CompliNEWS 25 Mar 2022
Exemption of managers of hedge funds from certain requirements in Notice 778 of 2011 216 CompliNEWS 25 Mar 2022
More motor vehicle dealerships fined by the Financial Intelligence Centre (FIC) 216 CompliNEWS 25 Mar 2022
FSCA webinar recordings – debarment, premium collection 216 CompliNEWS 25 Mar 2022
FAIS Ombud on settled complaint – funeral insurance 216 CompliNEWS 25 Mar 2022
The EU’s High Risk Third Countries list 216 CompliNEWS 25 Mar 2022
Number of anti-money laundering fines against financial institutions globally reaches highest level in six years 216 CompliNEWS 25 Mar 2022
More than 300 data breach whistleblower reports received by UK regulatory body 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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