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Headline Issue Diary Date
International data protection update 214 CompliNEWS 11 Mar 2022
Consumers want privacy, data protection from brands 214 CompliNEWS 11 Mar 2022
Europe's GDPR regulation caused an estimated 8.1% drop in profits and a 2.2% dip in sales for affected businesses – report 214 CompliNEWS 11 Mar 2022
China's Tencent faces possible record fine for anti-money-laundering violations 214 CompliNEWS 11 Mar 2022
Financial Services Tribunal – Mhlongo v FNB (debarment) 214 CompliNEWS 11 Mar 2022
Nedbank ordered to keep Sekunjalo accounts active 214 CompliNEWS 11 Mar 2022
CCMA – Dreyden v Duncan Korabie Attorneys (Dismissal in terms of mandatory vaccination policy) 214 CompliNEWS 11 Mar 2022
New pensioner Bill submitted to Parliament 214 CompliNEWS 11 Mar 2022
Deutsche Bank exits Russia market after it had planned to stay 214 CompliNEWS 11 Mar 2022
Companies Act – Certification requirements for documents filed with the CIPC 214 CompliNEWS 11 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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